Monthly Cobalt Market Report Mar 2024
2024-04-11 15:51:41 【Print】
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Contents
1 Market Highlights 3
2. Economy and Policy 3
3 Market Movements 3
3.1 Market Movements in China 3
3.1.1 CIF China prices for cobalt intermediate 20-30% 3
3.1 . 2 Delivered prices for cobalt metal 99.8%min 3
3.1 . 3 Delivered prices for cobalt powder 99.5%min 3
3.1.4 Delivered prices for cobalt carbonate 46%min 3
3.1 . 5 Delivered prices for cobalt sulfate 20.5%min 4
3.1.6 Delivered prices for cobalt chloride 24%min 4
3.1 . 7 Delivered prices for cobalt tetroxide 73.5%min 4
3.1.8 Delivered prices for cobalt oxide 72%min 4
3.1.9 Delivered prices for NCM precursor 523 4
3.1.10 Delivered prices for NCM precursor 622 5
3.1.11 Delivered prices for LCO Co 60%min 5
3.1.12 Delivered prices for LNCMO 523 5
3.1.13 Delivered prices for LNCMO 622 5
3.2 Intentional Market Movements 5
3.2 . 1 Cobalt metal 99.8%min prices in warehouse Rotterdam 5
3.2.2 Cobalt oxide 72%min prices in warehouse Rotterdam prices 5
3.2 . 3 Cobalt metal 99.8%min prices in warehouse Baltimore 6
4. Company News 6
5. Producers Statistics 6
5.1 Cobalt metal 6
5.1 . 1 Chinese cobalt metal producers' operating rate in March 2024 up by 43.08% MoM 6
5.1 . 2 China's cobalt metal output in March 2024 up by 43.08% MoM 6
5.1 . 3 Chinese cobalt metal producers' inventory in March 2024 down by 2.26% MoM 7
5.2 Cobalt powder 7
5.2 . 1 Chinese cobalt powder producers' operating rate in March 2024 up by 31.05% MoM 7
5.2 . 2 China's cobalt powder output in March 2024 edged up by 31.07% MoM 7
5.2 . 3 Chinese cobalt powder producers' inventories in March 2024 decreased by 4.70% MoM 8
5.3 Cobalt sulfate 8
5.3 . 1 Chinese cobalt sulfate producers' operating rate in March 2024 up by 6.81%MoM 8
5.3 . 2 China's cobalt sulfate output in March 2024 up by 6.83% MoM 8
5.3 . 3 Chinese cobalt sulfate producers' inventories in March 2024 down by 0.41% MoM 9
5.4 Cobalt chloride 9
5.4 . 1 Chinese cobalt chloride producers' operating rate in March 2024 move up by 4.69% MoM 9
5.4 . 2 China's cobalt chloride output in March 2024 increased by 4.71% MoM 9
5.4 . 3 Chinese cobalt chloride producers' stocks in March 2024 down by 17.14% MoM 10
5.5 Cobalt tetroxide 10
5.5 . 1 Chinese cobalt tetroxide producers' operating rate in March 2024 up 11.97% MoM 10
5.5 . 2 China's cobalt tetroxide output in March 2024 up by 11.97% MoM 11
5.5 . 3 Chinese cobalt tetroxide producers' stocks in March 2024 up by 1.46% MoM 11
5.6 NCM precursor 11
5.6 . 1 Chinese NCM precursor producers' operating rate in March 2024 up by 7.05% MoM 11
5.6 . 2 China's NCM precursor output in March 2024 up by 7.05% MoM 12
5.6 . 3 Chinese NCM precursor producers' stocks in March 2024 up by 24.90% MOM 12
6. Customs Statistics 13
6.1 China's cobalt metal imports in February 2024 up by 4.17% MOM 13
6.2 China's cobalt intermediate imports in February 2024 decreases by 35.74% MoM 13
7. Relevant Industry News 14
7.1 Alloy and magnet markets 14
7.2 Battery market 14
7.3 Ceramic and chemical markets 14
8. Market Outlook for Next Month 14
8.1 Chinese market 14
8.1 . 1 Delivered price trend for cobalt metal 99.8%min 14
8.1 . 2 Delivered price trend for cobalt powder 99.5%min 14
8.1.3 Delivered price trend for cobalt carbonate 46%min 14
8.1 . 4 Delivered price trend for cobalt sulfate 20.5%min 14
8.1.5 Delivered price trend for cobalt chloride 24%min 14
8.1 . 6 Delivered price trend for cobalt tetroxide 73.5%min 14
8.1.7 Delivered price trend for cobalt oxide 72%min 14
8.1.8 Delivered price trend for LCO Co 60%min 14
8.1.9 Delivered price trend for LNCMO 523 14
8.1.10 Delivered price trend for LNCMO 622 14
8.2 International market 14
8.2.1 CIF China price trend for cobalt concentrate and intermediates 14
8.2 . 2 In warehouse Rotterdam price trend for cobalt metal 99.8 %min 14
8.2 . 3 In warehouse Baltimore price trend for cobalt metal 99.8%min 14
8.2.4 In warehouse Rotterdam price trend for cobalt oxide 72%min 14
1 Market Highlights 3
2. Economy and Policy 3
3 Market Movements 3
3.1 Market Movements in China 3
3.1.1 CIF China prices for cobalt intermediate 20-30% 3
3.1 . 2 Delivered prices for cobalt metal 99.8%min 3
3.1 . 3 Delivered prices for cobalt powder 99.5%min 3
3.1.4 Delivered prices for cobalt carbonate 46%min 3
3.1 . 5 Delivered prices for cobalt sulfate 20.5%min 4
3.1.6 Delivered prices for cobalt chloride 24%min 4
3.1 . 7 Delivered prices for cobalt tetroxide 73.5%min 4
3.1.8 Delivered prices for cobalt oxide 72%min 4
3.1.9 Delivered prices for NCM precursor 523 4
3.1.10 Delivered prices for NCM precursor 622 5
3.1.11 Delivered prices for LCO Co 60%min 5
3.1.12 Delivered prices for LNCMO 523 5
3.1.13 Delivered prices for LNCMO 622 5
3.2 Intentional Market Movements 5
3.2 . 1 Cobalt metal 99.8%min prices in warehouse Rotterdam 5
3.2.2 Cobalt oxide 72%min prices in warehouse Rotterdam prices 5
3.2 . 3 Cobalt metal 99.8%min prices in warehouse Baltimore 6
4. Company News 6
5. Producers Statistics 6
5.1 Cobalt metal 6
5.1 . 1 Chinese cobalt metal producers' operating rate in March 2024 up by 43.08% MoM 6
5.1 . 2 China's cobalt metal output in March 2024 up by 43.08% MoM 6
5.1 . 3 Chinese cobalt metal producers' inventory in March 2024 down by 2.26% MoM 7
5.2 Cobalt powder 7
5.2 . 1 Chinese cobalt powder producers' operating rate in March 2024 up by 31.05% MoM 7
5.2 . 2 China's cobalt powder output in March 2024 edged up by 31.07% MoM 7
5.2 . 3 Chinese cobalt powder producers' inventories in March 2024 decreased by 4.70% MoM 8
5.3 Cobalt sulfate 8
5.3 . 1 Chinese cobalt sulfate producers' operating rate in March 2024 up by 6.81%MoM 8
5.3 . 2 China's cobalt sulfate output in March 2024 up by 6.83% MoM 8
5.3 . 3 Chinese cobalt sulfate producers' inventories in March 2024 down by 0.41% MoM 9
5.4 Cobalt chloride 9
5.4 . 1 Chinese cobalt chloride producers' operating rate in March 2024 move up by 4.69% MoM 9
5.4 . 2 China's cobalt chloride output in March 2024 increased by 4.71% MoM 9
5.4 . 3 Chinese cobalt chloride producers' stocks in March 2024 down by 17.14% MoM 10
5.5 Cobalt tetroxide 10
5.5 . 1 Chinese cobalt tetroxide producers' operating rate in March 2024 up 11.97% MoM 10
5.5 . 2 China's cobalt tetroxide output in March 2024 up by 11.97% MoM 11
5.5 . 3 Chinese cobalt tetroxide producers' stocks in March 2024 up by 1.46% MoM 11
5.6 NCM precursor 11
5.6 . 1 Chinese NCM precursor producers' operating rate in March 2024 up by 7.05% MoM 11
5.6 . 2 China's NCM precursor output in March 2024 up by 7.05% MoM 12
5.6 . 3 Chinese NCM precursor producers' stocks in March 2024 up by 24.90% MOM 12
6. Customs Statistics 13
6.1 China's cobalt metal imports in February 2024 up by 4.17% MOM 13
6.2 China's cobalt intermediate imports in February 2024 decreases by 35.74% MoM 13
7. Relevant Industry News 14
7.1 Alloy and magnet markets 14
7.2 Battery market 14
7.3 Ceramic and chemical markets 14
8. Market Outlook for Next Month 14
8.1 Chinese market 14
8.1 . 1 Delivered price trend for cobalt metal 99.8%min 14
8.1 . 2 Delivered price trend for cobalt powder 99.5%min 14
8.1.3 Delivered price trend for cobalt carbonate 46%min 14
8.1 . 4 Delivered price trend for cobalt sulfate 20.5%min 14
8.1.5 Delivered price trend for cobalt chloride 24%min 14
8.1 . 6 Delivered price trend for cobalt tetroxide 73.5%min 14
8.1.7 Delivered price trend for cobalt oxide 72%min 14
8.1.8 Delivered price trend for LCO Co 60%min 14
8.1.9 Delivered price trend for LNCMO 523 14
8.1.10 Delivered price trend for LNCMO 622 14
8.2 International market 14
8.2.1 CIF China price trend for cobalt concentrate and intermediates 14
8.2 . 2 In warehouse Rotterdam price trend for cobalt metal 99.8 %min 14
8.2 . 3 In warehouse Baltimore price trend for cobalt metal 99.8%min 14
8.2.4 In warehouse Rotterdam price trend for cobalt oxide 72%min 14