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Disruptionsanction · June 23, 2026
US sanctions shut Canada’s only cobalt refinery
US sanctions have shut a cobalt refinery in Canada, constraining refined cobalt supply.
Source →The trace
How it reaches your house.
Starting from the trigger, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
The causal trace for this event is still being written.