Monthly Cobalt Market Report Dec 2023
2024-01-11 08:30:42 【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 concentrate 6-8% 3
3.1.2 CIF China prices for cobalt intermediate 20-30% 3
3.1.3 Delivered prices for cobalt metal 99.8%min 3
3.1.4 Delivered prices for cobalt powder 99.5%min 4
3.1.5 Delivered prices for cobalt carbonate 46%min 4
3.1.6 Delivered prices for cobalt sulfate 20.5%min 4
3.1.7 Delivered prices for cobalt chloride 24%min 4
3.1.8 Delivered prices for cobalt tetroxide 73.5%min 4
3.1.9 Delivered prices for cobalt oxide 72%min 4
3.1.10 Delivered prices for cobalt monoxide 78%min 5
3.1.11 Delivered prices for NCM precursor 523 5
3.1.12 Delivered prices for NCM precursor 622 5
3.1.13 Delivered prices for LCO Co 60%min 5
3.1.14 Delivered prices for LNCMO 523 5
3.1.15 Delivered prices for LNCMO 622 6
3.2 Intentional Market Movements 6
3.2.1 Cobalt metal 99.8%min prices in warehouse Rotterdam 6
3.2.2 Cobalt oxide 72%min prices in warehouse Rotterdam prices 6
3.2.3 Cobalt metal 99.8%min prices in warehouse Baltimore 6
4. Company News 6
5. Producers Statistics 7
5.1 Cobalt metal 7
5.1.1 Chinese cobalt metal producers' operating rate in December 2023 up by 5.00% MoM 7
5.1.2 China's cobalt metal output in December 2023 up by 5% MoM 7
5.1.3 Chinese cobalt metal producers' inventory in December 2023 level off MoM 7
5.2 Cobalt powder 8
5.2.1 Chinese cobalt powder producers' operating rate in December 2023 up by 2.65% MoM 8
5.2.2 China's cobalt powder output in December 2023 edged up by 2.66% MoM 8
5.2.3 Chinese cobalt powder producers' inventories in December 2023 increased by 22.18% MoM 8
5.3 Cobalt sulfate 9
5.3.1 Chinese cobalt sulfate producers' operating rate in December 2023 down by 0.73% MoM 9
5.3.2 China's cobalt sulfate output in December 2023 down by 0.74% MoM 9
5.3.3 Chinese cobalt sulfate producers' inventories in December 2023 up by 7.13% MoM 10
5.4 Cobalt chloride 10
5.4.1 Chinese cobalt chloride producers' operating rate in December 2023 move down by 6.30% MoM 10
5.4.2 China's cobalt chloride output in December 2023 decreased by 6.30% MoM 10
5.4.3 Chinese cobalt chloride producers' stocks in December 2023 up by 2.59% MoM 11
5.5 Cobalt tetroxide 11
5.5.1 Chinese cobalt tetroxide producers' operating rate in December 2023 kept flat MoM 11
5.5.2 China's cobalt tetroxide output in December 2023 leveled off MoM 12
5.5.3 Chinese cobalt tetroxide producers' stocks in December 2023 leveled off MoM 12
5.6 NCM precursor 12
5.6.1 Chinese NCM precursor producers' operating rate in December 2023 down by 8.42% MoM 12
5.6.2 China's NCM precursor output in December 2023 down by 8.43% MoM 13
5.6.3 Chinese NCM precursor producers' stocks in December 2023 down by 5.95% MOM 13
6. Customs Statistics 14
6.1 China's cobalt metal imports in November 2023 down by 47.27% MOM 14
6.2 China's cobalt intermediate imports in November 2023 increases by 41.10% MoM 14
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 15
8.1 Chinese market 15
8.1.1 Delivered price trend for cobalt metal 99.8%min 15
8.1.2 Delivered price trend for cobalt powder 99.5%min 15
8.1.3 Delivered price trend for cobalt carbonate 46%min 15
8.1.4 Delivered price trend for cobalt sulfate 20.5%min 15
8.1.5 Delivered price trend for cobalt chloride 24%min 15
8.1.6 Delivered price trend for cobalt tetroxide 73.5%min 15
8.1.7 Delivered price trend for cobalt oxide 72%min 15
8.1.8 Delivered price trend for LCO Co 60%min 15
8.1.9 Delivered price trend for LNCMO 523 15
8.1.10 Delivered price trend for LNCMO 622 15
8.2 International market 15
8.2.1 CIF China price trend for cobalt concentrate and intermediates 15
8.2.2 In warehouse Rotterdam price trend for cobalt metal 99.8 %min 15
8.2.3 In warehouse Baltimore price trend for cobalt metal 99.8%min 15
8.2.4 In warehouse Rotterdam price trend for cobalt oxide 72%min 15
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 concentrate 6-8% 3
3.1.2 CIF China prices for cobalt intermediate 20-30% 3
3.1.3 Delivered prices for cobalt metal 99.8%min 3
3.1.4 Delivered prices for cobalt powder 99.5%min 4
3.1.5 Delivered prices for cobalt carbonate 46%min 4
3.1.6 Delivered prices for cobalt sulfate 20.5%min 4
3.1.7 Delivered prices for cobalt chloride 24%min 4
3.1.8 Delivered prices for cobalt tetroxide 73.5%min 4
3.1.9 Delivered prices for cobalt oxide 72%min 4
3.1.10 Delivered prices for cobalt monoxide 78%min 5
3.1.11 Delivered prices for NCM precursor 523 5
3.1.12 Delivered prices for NCM precursor 622 5
3.1.13 Delivered prices for LCO Co 60%min 5
3.1.14 Delivered prices for LNCMO 523 5
3.1.15 Delivered prices for LNCMO 622 6
3.2 Intentional Market Movements 6
3.2.1 Cobalt metal 99.8%min prices in warehouse Rotterdam 6
3.2.2 Cobalt oxide 72%min prices in warehouse Rotterdam prices 6
3.2.3 Cobalt metal 99.8%min prices in warehouse Baltimore 6
4. Company News 6
5. Producers Statistics 7
5.1 Cobalt metal 7
5.1.1 Chinese cobalt metal producers' operating rate in December 2023 up by 5.00% MoM 7
5.1.2 China's cobalt metal output in December 2023 up by 5% MoM 7
5.1.3 Chinese cobalt metal producers' inventory in December 2023 level off MoM 7
5.2 Cobalt powder 8
5.2.1 Chinese cobalt powder producers' operating rate in December 2023 up by 2.65% MoM 8
5.2.2 China's cobalt powder output in December 2023 edged up by 2.66% MoM 8
5.2.3 Chinese cobalt powder producers' inventories in December 2023 increased by 22.18% MoM 8
5.3 Cobalt sulfate 9
5.3.1 Chinese cobalt sulfate producers' operating rate in December 2023 down by 0.73% MoM 9
5.3.2 China's cobalt sulfate output in December 2023 down by 0.74% MoM 9
5.3.3 Chinese cobalt sulfate producers' inventories in December 2023 up by 7.13% MoM 10
5.4 Cobalt chloride 10
5.4.1 Chinese cobalt chloride producers' operating rate in December 2023 move down by 6.30% MoM 10
5.4.2 China's cobalt chloride output in December 2023 decreased by 6.30% MoM 10
5.4.3 Chinese cobalt chloride producers' stocks in December 2023 up by 2.59% MoM 11
5.5 Cobalt tetroxide 11
5.5.1 Chinese cobalt tetroxide producers' operating rate in December 2023 kept flat MoM 11
5.5.2 China's cobalt tetroxide output in December 2023 leveled off MoM 12
5.5.3 Chinese cobalt tetroxide producers' stocks in December 2023 leveled off MoM 12
5.6 NCM precursor 12
5.6.1 Chinese NCM precursor producers' operating rate in December 2023 down by 8.42% MoM 12
5.6.2 China's NCM precursor output in December 2023 down by 8.43% MoM 13
5.6.3 Chinese NCM precursor producers' stocks in December 2023 down by 5.95% MOM 13
6. Customs Statistics 14
6.1 China's cobalt metal imports in November 2023 down by 47.27% MOM 14
6.2 China's cobalt intermediate imports in November 2023 increases by 41.10% MoM 14
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 15
8.1 Chinese market 15
8.1.1 Delivered price trend for cobalt metal 99.8%min 15
8.1.2 Delivered price trend for cobalt powder 99.5%min 15
8.1.3 Delivered price trend for cobalt carbonate 46%min 15
8.1.4 Delivered price trend for cobalt sulfate 20.5%min 15
8.1.5 Delivered price trend for cobalt chloride 24%min 15
8.1.6 Delivered price trend for cobalt tetroxide 73.5%min 15
8.1.7 Delivered price trend for cobalt oxide 72%min 15
8.1.8 Delivered price trend for LCO Co 60%min 15
8.1.9 Delivered price trend for LNCMO 523 15
8.1.10 Delivered price trend for LNCMO 622 15
8.2 International market 15
8.2.1 CIF China price trend for cobalt concentrate and intermediates 15
8.2.2 In warehouse Rotterdam price trend for cobalt metal 99.8 %min 15
8.2.3 In warehouse Baltimore price trend for cobalt metal 99.8%min 15
8.2.4 In warehouse Rotterdam price trend for cobalt oxide 72%min 15
