Cobalt Miners News For The Month Of August 2022

Original announcement by tmx on

Company
Unavailable
Ticker
FTMDF
Exchange
TSX
Region
Unavailable
Primary commodity
Cobalt
Secondary commodities
Nickel, Copper, Gold, Lithium
Document categories
Resource update, Other, Drill results
Extracted
2026-09-17 23:11:28 UTC

Analysis by Minestarters Atlas

Minestarters Atlas analysis

Summary

A monthly news roundup for the cobalt sector for August 2022. It highlights strong production and revenue growth for major players like Glencore and Jinchuan Group, alongside market forecasts from the IEA and UBS regarding surging battery metal demand.

Reasoning: Monthly news aggregator covering various cobalt-related corporate and market updates. Sentiment is slightly positive due to strong production/revenue growth in major miners, despite minor price softening.

Positive factors

  • Glencore cobalt production up 40% YoY
  • Jinchuan cobalt revenue surged 157%
  • Electra identifies new mineralization in Idaho

Negative factors

  • Cobalt spot prices slightly lower for the month
  • Slowing demand for cobalt in China

Facts used in scoring: 11

Classification and evidence

Nearology Playneutral · Story-specific tag

Value premise rests on proximity to a known deposit rather than own results.

Why it applies: GME Resources' NiWest project is located adjacent to Glencore's Murrin Murrin Nickel operations.

Evidence · text

“NiWest Nickel-Cobalt Project located adjacent to Glencore's Murrin Murrin Nickel operations”

Extracted facts

Stored fact records: 11. Some facts used in scoring do not have a stored record.

Drill Results (3)

WFDH530Walford Creek · copperGrade: 1.27Grade Unit: %Intercept: 76.5 mView all details
Link to this fact

Identity

Hole ID
WFDH530
Project
Walford Creek
Commodity
copper
Region
australia_qld
Reported Region
australia_qld
Ticker
FTMDF

Geometry

Grade
1.27
Grade Unit
%
Intercept
76.5 m
From
273.5 m
To
350 m
Intercept Depth
273.5 m

Classification

Program
exploration
Sample Type
drill
Group ID
WFDH530:273.5-350

Review

Needs Review
No
Interp. Status
scored
Historical
No

Dates

Event date
2022-08-25T00:00:00.000Z

Reasoning: Strong exploration results at Walford Creek.

Positive factors

  • Significant CuEq intercepts reported

Evidence · text

“WFDH530 intersected: 76.5m at 1.27% CuEq* in PY1 from 273.5m”

Tags used in scoring

No QA/QC Disclosurenegative

Release does not disclose QA/QC — lab certification, CP/QP sign-off and assay protocols cannot be checked from this document.

Why it applies: qaqc_disclosed is not true

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

WFDH531Walford Creek · copperGrade: 0.6Grade Unit: %Intercept: 32 mView all details
Link to this fact

Identity

Hole ID
WFDH531
Project
Walford Creek
Commodity
copper
Region
australia_qld
Reported Region
australia_qld
Ticker
FTMDF

Geometry

Grade
0.6
Grade Unit
%
Intercept
32 m
From
292 m
To
324 m
Intercept Depth
292 m

Classification

Program
exploration
Sample Type
drill
Group ID
WFDH531:292-324

Review

Needs Review
No
Interp. Status
scored
Historical
No

Dates

Event date
2022-08-25T00:00:00.000Z

Reasoning: Exploration success at Walford Creek.

Positive factors

  • Moderate CuEq intercept

Evidence · text

“WFDH531 intersected: 32.0m at 0.60% CuEq in PY1 from 292.0m”

Tags used in scoring

No QA/QC Disclosurenegative

Release does not disclose QA/QC — lab certification, CP/QP sign-off and assay protocols cannot be checked from this document.

Why it applies: qaqc_disclosed is not true

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

WFDH532Walford Creek · copperGrade: 1.74Grade Unit: %Intercept: 14 mView all details
Link to this fact

Identity

Hole ID
WFDH532
Project
Walford Creek
Commodity
copper
Region
australia_qld
Reported Region
australia_qld
Ticker
FTMDF

Geometry

Grade
1.74
Grade Unit
%
Intercept
14 m
From
485 m
To
499 m
Intercept Depth
485 m

Classification

Program
exploration
Sample Type
drill
Group ID
WFDH532:485-499

Review

Needs Review
No
Interp. Status
scored
Historical
No

Dates

Event date
2022-08-25T00:00:00.000Z

Reasoning: Exploration success at Walford Creek.

Positive factors

  • Strong CuEq intercept

Evidence · text

“WFDH532 intersected: 14.0m at 1.74% CuEq in PY3 from 485.0m”

Tags used in scoring

No QA/QC Disclosurenegative

Release does not disclose QA/QC — lab certification, CP/QP sign-off and assay protocols cannot be checked from this document.

Why it applies: qaqc_disclosed is not true

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

Resource Estimates (8)

Fact 1KNP Project · cobaltContained Metal: 380Contained Unit: ktView all details
Link to this fact

Identity

Project
KNP Project
Commodity
cobalt
Region
australia_wa
Reported Region
Western Australia
Ticker
FTMDF

Resource scope

Estimate type
resource
Resource group id
resource:88c5583a55a172f86932

Resource Data

Contained Metal
380
Contained Unit
kt

Review

Needs Review
No
Historical
No

Dates

Event date
2022-08-25T00:00:00.000Z

Reasoning: Existing resource at KNP Project.

Positive factors

  • Significant cobalt resource

Evidence · text

“380kt of contained cobalt at their KNP Project”

Tags used in scoring

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

Fact 2KNP Project · nickelContained Metal: 5.9Contained Unit: mtView all details
Link to this fact

Identity

Project
KNP Project
Commodity
nickel
Region
australia_wa
Reported Region
Western Australia
Ticker
FTMDF

Resource scope

Estimate type
resource
Resource group id
resource:88c5583a55a172f86932

Resource Data

Contained Metal
5.9
Contained Unit
mt

Review

Needs Review
No
Historical
No

Dates

Event date
2022-08-25T00:00:00.000Z

Reasoning: Existing resource at KNP Project.

Positive factors

  • Significant nickel resource

Evidence · text

“5.9mt of contained nickel”

Tags used in scoring

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

Fact 3Broken Hill Cobalt Project · cobaltContained Metal: 81.1Contained Unit: ktView all details
Link to this fact

Identity

Project
Broken Hill Cobalt Project
Commodity
cobalt
Region
australia
Reported Region
NSW, Australia
Ticker
FTMDF

Resource scope

Estimate type
resource
Resource group id
resource:57f831bdfc317c7499d4

Resource Data

Contained Metal
81.1
Contained Unit
kt

Review

Needs Review
No
Historical
No

Dates

Event date
2022-08-25T00:00:00.000Z

Reasoning: Existing resource at Broken Hill Cobalt Project.

Positive factors

  • Significant cobalt resource

Evidence · text

“81.1kt of contained cobalt at their 100% owned Broken Hill Cobalt Project”

Tags used in scoring

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

Fact 4Kalkaroo · cobaltContained Metal: 23200Contained Unit: tView all details
Link to this fact

Identity

Project
Kalkaroo
Commodity
cobalt
Region
australia_sa
Reported Region
South Australia
Ticker
FTMDF

Resource scope

Estimate type
resource
Resource group id
resource:4d315c03730e5595b5c2

Resource Data

Contained Metal
23200
Contained Unit
t

Review

Needs Review
No
Historical
No

Dates

Event date
2022-08-25T00:00:00.000Z

Reasoning: Existing resource at Kalkaroo project.

Positive factors

  • Significant cobalt resource

Evidence · text

“23,200 tonnes of cobalt”

Tags used in scoring

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

Fact 5Kalkaroo · copperContained Metal: 1.1Contained Unit: mtView all details
Link to this fact

Identity

Project
Kalkaroo
Commodity
copper
Region
australia_sa
Reported Region
South Australia
Ticker
FTMDF

Resource scope

Estimate type
resource
Resource group id
resource:4d315c03730e5595b5c2

Resource Data

Contained Metal
1.1
Contained Unit
mt

Review

Needs Review
No
Historical
No

Dates

Event date
2022-08-25T00:00:00.000Z

Reasoning: Existing resource at Kalkaroo project.

Positive factors

  • Significant copper resource

Evidence · text

“1.1 million tonnes of copper”

Tags used in scoring

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

Fact 6Kalkaroo · goldContained Metal: 3.1Contained Unit: mozView all details
Link to this fact

Identity

Project
Kalkaroo
Commodity
gold
Region
australia_sa
Reported Region
South Australia
Ticker
FTMDF

Resource scope

Estimate type
resource
Resource group id
resource:4d315c03730e5595b5c2

Resource Data

Contained Metal
3.1
Contained Unit
moz

Review

Needs Review
No
Historical
No

Dates

Event date
2022-08-25T00:00:00.000Z

Reasoning: Existing resource at Kalkaroo project.

Positive factors

  • Significant gold resource

Evidence · text

“3.1 million ounces of gold”

Tags used in scoring

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

Fact 7NiWest Nickel-Cobalt Project · nickelContained Metal: 830000Contained Unit: tView all details
Link to this fact

Identity

Project
NiWest Nickel-Cobalt Project
Commodity
nickel
Region
australia_wa
Reported Region
Western Australia
Ticker
FTMDF

Resource scope

Estimate type
resource
Resource group id
resource:a5e915a4b269d6426522

Resource Data

Contained Metal
830000
Contained Unit
t

Review

Needs Review
No
Historical
No

Dates

Event date
2022-08-25T00:00:00.000Z

Reasoning: Existing resource at NiWest Project.

Positive factors

  • Significant nickel resource

Evidence · text

“830,000 tonnes of nickel metal”

Tags used in scoring

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

Fact 8NiWest Nickel-Cobalt Project · cobaltContained Metal: 52000Contained Unit: tView all details
Link to this fact

Identity

Project
NiWest Nickel-Cobalt Project
Commodity
cobalt
Region
australia_wa
Reported Region
Western Australia
Ticker
FTMDF

Resource scope

Estimate type
resource
Resource group id
resource:a5e915a4b269d6426522

Resource Data

Contained Metal
52000
Contained Unit
t

Review

Needs Review
No
Historical
No

Dates

Event date
2022-08-25T00:00:00.000Z

Reasoning: Existing resource at NiWest Project.

Positive factors

  • Significant cobalt resource

Evidence · text

“52,000 tonnes of cobalt”

Tags used in scoring

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

How Atlas produces this analysis

Minestarters Atlas uses automated extraction to summarize mining announcements, identify reported measurements, and classify supporting evidence. Sentiment reflects the extracted narrative and classification rules; it is an interpretation, not a reported measurement. Evidence quotes and context are provided where available. Missing data, low-confidence results, and review flags indicate limitations. Check the original publisher announcement before relying on an interpretation.