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Electra Battery Materials Corporation is a Toronto-headquartered refiner operating North America's only cobalt sulfate refinery, in Temiskaming Shores, Ontario.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 supplier, 1 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Three-year cobalt hydroxide supply agreement starting 2026: ERG delivers 3,000 t/yr IRA-compliant cobalt hydroxide from its Metalkol RTR operation (DRC) to Electra's Ontario refinery. No share-of-revenue figure disclosed.
Electra and LG Energy Solution updated multi-year cobalt supply agreement: 'a firm commitment for 60% of Electra's cobalt sulfate production through to 2029,' with an option to extend through 2032. No destination facility/country stated, so no flow given.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
Another tracked dossier names this company as a counterparty in its own sourced disclosure — this platform never wrote these rows on this company's own page, they are read here inverted from the dossier that disclosed them. This is a partial view: 1004 additional named-counterparty rows across the corpus could not be matched to a tracked dossier by name at all (mostly non-Latin legal names), so the true count is higher than what renders here.
Three-year cobalt hydroxide supply agreement effective 2024-04-01, deliveries starting 2026: ERG to supply 3,000 tpa IRA-compliant cobalt hydroxide from its Metalkol RTR (DRC) operation to Electra's refinery near Toronto.
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
This company sits on the supply side for 3 of its 3 materials — a restriction on those is a tailwind, not a headwind.
As a producer, policy pressure across its produced materials is coverage-limited.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
🇨🇩 CD accounts for 71% of severity-weighted pressure.