Battery-Grade Cobalt Sulphate
$0.30 bnAnnual import
0%Indian capability
4,950Supplier concentration (HHI)
₹3,000 crTo localise
Why India imports it. DRC supplies 70% of cobalt; China refines 80% of sulphate; India has no reserves.
Why it matters. NCM cathode dependency.
Can India localise it? Hard - 7-10 years; recycling is the only path.
Where it comes from. DR Congo (65%), China (25%), Philippines (10%).
Scorecard
The ten indices
CMDI 79.5Dependency
LPI 31.75Localisation potential
IAI 58.75Investment attractiveness
SRI 74.75Supply risk
SCI 53.75Supply-chain complexity
TRI 43.75Technology readiness
IMI 70.5Industrial multiplier
NSRI 64National-security relevance
EPI 62.75Export potential
ICGI 72.5Capability gap
Who makes it
Manufacturers
In India
Tata Chemicals
Global leaders
GlencoreChina MolybdenumUmicore
Intelligence
Related signals
- India Now Has a Structured Map of Where It Stays Import-Dependent
- India's Deepest Chokepoints: EUV Photoresist, Leading-Edge Logic and Aero-Engines
- Where Dependency Meets Feasibility: SiC Power and Display-Driver ICs Are the Build-Now Surfaces
- From Mineral Security to Mineral Processing — Why the Midstream Layer Decides Competitiveness
Sources
Primary references
Confidence: Verified. Verified: DRC dominance well-documented. Part of Techadyant Labs' Critical Manufacturing Dependencies (Edition I).