The Democratic Republic of Congo’s decision to end its cobalt export ban and introduce quotas is a significant development for the global supply chain of this critical mineral. This move is likely positive for industries reliant on cobalt, potentially stabilizing prices and ensuring supply. Investors in electric vehicle and battery technology sectors should pay close attention. While internal political decisions in Congo are the primary driver, international demand and regulatory frameworks for critical minerals will also play a role. The transition from a ban to quotas signifies a shift towards managed trade.