Monthly Cobalt Market Report Feb 2024
2024-03-11 08:31:09 【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 February 2024 down by 33.67% MoM 6
5.1 . 2 China's cobalt metal output in February 2024 down by 33.67% MoM 6
5.1 . 3 Chinese cobalt metal producers' inventory in February 2024 down by 2.21% MoM 6
5.2 Cobalt powder 7
5.2 . 1 Chinese cobalt powder producers' operating rate in February 2024 down by 31.52% MoM 7
5.2 . 2 China's cobalt powder output in February 2024 edged down by 31.52% MoM 7
5.2 . 3 Chinese cobalt powder producers' inventories in February 2024 increased by 27.97% MoM 8
5.3 Cobalt sulfate 8
5.3 . 1 Chinese cobalt sulfate producers' operating rate in February 2024 down by 10.86%MoM 8
5.3 . 2 China's cobalt sulfate output in February 2024 down by 10.88% MoM 8
5.3 . 3 Chinese cobalt sulfate producers' inventories in February 2024 down by 4.54% MoM 9
5.4 Cobalt chloride 9
5.4 . 1 Chinese cobalt chloride producers' operating rate in February 2024 move down by 12.12% MoM 9
5.4 . 2 China's cobalt chloride output in February 2024 decreased by 12.12% MoM 10
5.4 . 3 Chinese cobalt chloride producers' stocks in February 2024 up by 14.85% MoM 10
5.5 Cobalt tetroxide 10
5.5 . 1 Chinese cobalt tetroxide producers' operating rate in February 2024 down 8.38% MoM 10
5.5 . 2 China's cobalt tetroxide output in February 2024 down by 8.38% MoM 11
5.5 . 3 Chinese cobalt tetroxide producers' stocks in February 2024 down by 14.56% MoM 11
5.6 NCM precursor 12
5.6 . 1 Chinese NCM precursor producers' operating rate in February 2024 down by 6.34% MoM 12
5.6 . 2 China's NCM precursor output in February 2024 down by 6.52% MoM 12
5.6 . 3 Chinese NCM precursor producers' stocks in February 2024 up by 24.90% MOM 12
7. Relevant Industry News 13
7.1 Alloy and magnet markets 13
7.2 Battery market 13
7.3 Ceramic and chemical markets 13
8. Market Outlook for Next Month 13
8.1 Chinese market 13
8.1 . 1 Delivered price trend for cobalt metal 99.8%min 13
8.1 . 2 Delivered price trend for cobalt powder 99.5%min 13
8.1.3 Delivered price trend for cobalt carbonate 46%min 13
8.1 . 4 Delivered price trend for cobalt sulfate 20.5%min 13
8.1.5 Delivered price trend for cobalt chloride 24%min 13
8.1 . 6 Delivered price trend for cobalt tetroxide 73.5%min 13
8.1.7 Delivered price trend for cobalt oxide 72%min 13
8.1.8 Delivered price trend for LCO Co 60%min 13
8.1.9 Delivered price trend for LNCMO 523 13
8.1.10 Delivered price trend for LNCMO 622 13
8.2 International market 13
8.2.1 CIF China price trend for cobalt concentrate and intermediates 13
8.2 . 2 In warehouse Rotterdam price trend for cobalt metal 99.8 %min 13
8.2 . 3 In warehouse Baltimore price trend for cobalt metal 99.8%min 13
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 February 2024 down by 33.67% MoM 6
5.1 . 2 China's cobalt metal output in February 2024 down by 33.67% MoM 6
5.1 . 3 Chinese cobalt metal producers' inventory in February 2024 down by 2.21% MoM 6
5.2 Cobalt powder 7
5.2 . 1 Chinese cobalt powder producers' operating rate in February 2024 down by 31.52% MoM 7
5.2 . 2 China's cobalt powder output in February 2024 edged down by 31.52% MoM 7
5.2 . 3 Chinese cobalt powder producers' inventories in February 2024 increased by 27.97% MoM 8
5.3 Cobalt sulfate 8
5.3 . 1 Chinese cobalt sulfate producers' operating rate in February 2024 down by 10.86%MoM 8
5.3 . 2 China's cobalt sulfate output in February 2024 down by 10.88% MoM 8
5.3 . 3 Chinese cobalt sulfate producers' inventories in February 2024 down by 4.54% MoM 9
5.4 Cobalt chloride 9
5.4 . 1 Chinese cobalt chloride producers' operating rate in February 2024 move down by 12.12% MoM 9
5.4 . 2 China's cobalt chloride output in February 2024 decreased by 12.12% MoM 10
5.4 . 3 Chinese cobalt chloride producers' stocks in February 2024 up by 14.85% MoM 10
5.5 Cobalt tetroxide 10
5.5 . 1 Chinese cobalt tetroxide producers' operating rate in February 2024 down 8.38% MoM 10
5.5 . 2 China's cobalt tetroxide output in February 2024 down by 8.38% MoM 11
5.5 . 3 Chinese cobalt tetroxide producers' stocks in February 2024 down by 14.56% MoM 11
5.6 NCM precursor 12
5.6 . 1 Chinese NCM precursor producers' operating rate in February 2024 down by 6.34% MoM 12
5.6 . 2 China's NCM precursor output in February 2024 down by 6.52% MoM 12
5.6 . 3 Chinese NCM precursor producers' stocks in February 2024 up by 24.90% MOM 12
7. Relevant Industry News 13
7.1 Alloy and magnet markets 13
7.2 Battery market 13
7.3 Ceramic and chemical markets 13
8. Market Outlook for Next Month 13
8.1 Chinese market 13
8.1 . 1 Delivered price trend for cobalt metal 99.8%min 13
8.1 . 2 Delivered price trend for cobalt powder 99.5%min 13
8.1.3 Delivered price trend for cobalt carbonate 46%min 13
8.1 . 4 Delivered price trend for cobalt sulfate 20.5%min 13
8.1.5 Delivered price trend for cobalt chloride 24%min 13
8.1 . 6 Delivered price trend for cobalt tetroxide 73.5%min 13
8.1.7 Delivered price trend for cobalt oxide 72%min 13
8.1.8 Delivered price trend for LCO Co 60%min 13
8.1.9 Delivered price trend for LNCMO 523 13
8.1.10 Delivered price trend for LNCMO 622 13
8.2 International market 13
8.2.1 CIF China price trend for cobalt concentrate and intermediates 13
8.2 . 2 In warehouse Rotterdam price trend for cobalt metal 99.8 %min 13
8.2 . 3 In warehouse Baltimore price trend for cobalt metal 99.8%min 13
8.2.4 In warehouse Rotterdam price trend for cobalt oxide 72%min 14