Cobalt Miners News For The Month Of December 2022

Original announcement by tmx on

Company
Unavailable
Ticker
FTMDF
Exchange
TSX
Region
Unavailable
Primary commodity
Cobalt
Secondary commodities
Nickel, Lithium, Copper, Gold, Manganese, Rare earths
Document categories
Drill results, Other, Metallurgy
Extracted
2026-09-17 23:09:02 UTC

Analysis by Minestarters Atlas

Minestarters Atlas analysis

Summary

A monthly news summary for the cobalt sector covering December 2022. It highlights diverging demand between aerospace and consumer electronics, stable cobalt spot prices, and various corporate milestones including Glencore's settlement with the DRC and financing for Chemaf mines.

Reasoning: Monthly news aggregator summarizing cobalt market trends, pricing, and corporate developments across multiple issuers.

Positive factors

  • Aerospace demand offsetting battery sector weakness
  • Long-term demand forecasts remain significantly positive
  • New project acquisitions and financing activities in the sector

Negative factors

  • Weakness in consumer electronics demand
  • China shifting to LFP batteries
  • Supply disruptions in DRC

Facts used in scoring: 4

Classification and evidence

Nearology Playneutral · Story-specific tag

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

Why it applies: Electra Battery Materials acquired a land package adjacent to the Iron Creek deposit.

Evidence · text

“Electra Battery Materials acquires new cobalt project 5.3 sq km land package adjacent to the Iron Creek deposit.”

Mill Routeneutral

Processing via mill or concentrator (CIL, CIP, tank leach, flotation).

Why it applies: the document describes a mill_cil route ("concentrator")

Gravity Routeneutral

Gravity separation forms a material part of the flowsheet.

Why it applies: the document describes a gravity route ("gravity")

Single Domain Onlynegative

Testing limited to one composite or domain — representativeness not established.

Why it applies: only one composite was tested

Extracted facts

Stored fact records: 4. Some facts used in scoring do not have a stored record.

Drill Results (3)

IC22-01Iron Creek · cobaltGrade: 0.22Grade Unit: %Intercept: 7.9 mView all details
Link to this fact

Identity

Hole ID
IC22-01
Project
Iron Creek
Commodity
cobalt
Region
china
Reported Region
china
Ticker
FTMDF

Geometry

Grade
0.22
Grade Unit
%
Intercept
7.9 m
From
228.8 m
To
236.6 m
Intercept Depth
228.8 m

Classification

Sample Type
drill
Group ID
IC22-01:228.8-236.6

Review

Needs Review
No
Interp. Status
scored
Historical
No

Dates

Event date
2022-12-23T00:00:00.000Z

Reasoning: Historical drilling intercept reported as part of an acquisition update.

Evidence · text

“7.9 m at 0.22% cobalt in IC22-01 from 228.8 to 236.6 m”

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

IC22-04Iron Creek · cobaltGrade: 0.25Grade Unit: %Intercept: 4.3 mView all details
Link to this fact

Identity

Hole ID
IC22-04
Project
Iron Creek
Commodity
cobalt
Region
china
Reported Region
china
Ticker
FTMDF

Geometry

Grade
0.25
Grade Unit
%
Intercept
4.3 m
From
211.4 m
To
215.8 m
Intercept Depth
211.4 m

Classification

Sample Type
drill
Group ID
IC22-04:211.4-215.8

Review

Needs Review
No
Interp. Status
scored
Historical
No

Dates

Event date
2022-12-23T00:00:00.000Z

Reasoning: Historical drilling intercept reported as part of an acquisition update.

Evidence · text

“4.3 m at 0.25% cobalt in IC22-04 from 211.4 to 215.8 m”

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

Fact 3Iron Creek · cobaltGrade: 0.51Grade Unit: %Intercept: 25 mNeeds review: drill_no_hole_idView all details
Link to this fact

Identity

Project
Iron Creek
Commodity
cobalt
Region
china
Reported Region
china
Ticker
FTMDF

Geometry

Grade
0.51
Grade Unit
%
Intercept
25 m

Classification

Sample Type
drill

Review

Needs Review
Yes
Review Reason
drill_no_hole_id
Interp. Status
scored
Historical
No

Dates

Event date
2022-12-23T00:00:00.000Z

Reasoning: Historical drilling highlight mentioned in acquisition context.

Evidence · text

“25 metres at 0.51% cobalt”

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

Metallurgical Results (1)

concentrator circuitBroken Hill Cobalt Project · cobaltRecovery: 95 %View all details
Link to this fact

Identity

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

Test Work

Program Status
optimization
Test Type
concentrator circuit
Sample
Demonstration plant ore

Recovery

Recovery
95 %

Review

Needs Review
No
Historical
No

Dates

Event date
2022-12-23T00:00:00.000Z

Reasoning: High grade concentration results from demonstration plant.

Positive factors

  • Recovery exceeds previous PFS level study

Evidence · text

“The combined recovery for the concentrator circuit was typically 95%, exceeding the recoveries obtained in the 2020 Project Update (PFS level study) of 90%.”

Tags used in scoring

Mill Routeneutral

Processing via mill or concentrator (CIL, CIP, tank leach, flotation).

Why it applies: processing_route matches the mill_cil signal

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.