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Semafor · United States · DRC's 96,600-tonne cobalt quota forces Glencore to pivot and drives prices up 160%
Frames the quota as structurally inequitable: the cap binds formal large-scale producers constrained by traceability rules but does little to restrain the artisanal and small-scale sector; miners are stockpiling, pivoting to copper, or idling cobalt circuits.
“The ban affects legitimate transparent large producers more than the non-transparent, opaque producers such as illicit artisanal miners.”