Disruptionother · August 17, 2026

Jama Bor mine enters second phase of development with planned new flotation and mining infrastructure

The mine expansion implies future additional output of mined material and processing capacity.

The trace

How it reaches your house.

Starting from Mongolrostsvetmet SOE, 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.

First impact
Cobalt Ore (DRC) →supply up
Cobalt and battery minerals
This critical battery-materials pool becomes more available as DRC cobalt ore output rises.
88% confidence
Cobalt Ore (DRC) →Prices ease
CMOC Group3993.HK
CMOC's 41% exposure to this input means higher DRC cobalt ore supply should ease feedstock tightness and lower input costs.
79% confidence
Cobalt Ore (DRC) →Prices ease
Glencore

Where it lands

What you buy, and what you own.

Goods you buy

Cobalt and battery minerals

Companies you may own

3993.HKGLEN.L

Tap a company to see what it told the SEC could break it.

In the MyPRIA app, this is checked against your own holdings.

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