Monthly Cobalt Market Report Apr 2021
2021-05-12 19:53:02 【Print】
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Contents
1. Market Highlights 3
2. Economy and Policy 3
2.1 Chinese Economy and Policy 3
2.1.1 Exchange rate of U.S. dollar against Chinese Yuan down by 1,041 basis points 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 3
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 5
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 6
3.1.14 Delivered prices for LNCMO 523 6
3.1.15 Delivered prices for LNCMO 622 6
3.2 Market Movements Abroad 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 7
3.2.3 Cobalt metal 99.8%min prices in warehouse Baltimore 7
4. Company News 7
5. Producers Statistics 8
5.1 Cobalt metal 8
5.1.1 Chinese cobalt metal producers' operating rate in Apr 2021 unchanged MoM 8
5.1.2 China's cobalt metal output up in Apr 2021 unchanged MoM 8
5.1.3 Chinese cobalt metal producers' inventory in Apr 2021 level off MoM 9
5.2 Cobalt powder 9
5.2.1 Chinese cobalt powder producers' operating rate in Apr 2021 edges up by 1.3% MOM 9
5.2.2 China's cobalt powder output in Apr 2021 edges up by 2.5% MoM 9
5.2.3 Chinese cobalt powder producers' inventories in Apr 2021 up by 14.4% MoM 10
5.3 Cobalt sulfate 10
5.3.1 Chinese cobalt sulfate producers' operating rate in Apr 2021 edges up by 0.33% MoM 10
5.3.2 China's cobalt sulfate output in Apr 2021 edges up by 2.2% MoM 10
5.3.3 Chinese cobalt sulfate producers' inventories in Apr 2021 climbs by 35.1% MoM 11
5.4 Cobalt chloride 11
5.4.1 Chinese cobalt chloride producers' operating rate in Apr 2021 edges up by 3% MoM 11
5.4.2 China's cobalt chloride output in Apr 2021 up by 3.8% MoM 11
5.4.3 Chinese cobalt chloride producers' stocks in Apr 2021 climbs by 83% MoM 12
5.5 Cobalt tetroxide 12
5.5.1 Chinese cobalt tetroxide producers' operating rate in Apr 2021 up by 1.6% MOM 12
5.5.2 China's cobalt tetroxide output in Apr 2021 up by 2% MoM 13
5.5.3 Chinese cobalt tetroxide producers' stocks in Apr 2021 climbs by 23.2% MoM 13
5.6 NCM precursor 13
5.6.1 Chinese NCM precursor producers' operating rate in Apr 2021 edges down by 0.21% YOY 13
5.6.2 China's NCM precursor output in Apr 2021 down by 1.4% MoM 14
5.6.3 Chinese NCM precursor producers' stocks in Apr 2021 down by 11.8% MOM 14
6. Customs Statistics 15
6.1 China's cobalt oxide export volume in Mar 2021 up by 38.7% MoM 15
6.2 China's cobalt metal imports in Mar 2021 up by 77.1% MOM 15
6.3 China's cobalt intermediate imports in Mar 2021 up by 23.5% MoM 15
6.4 China's cobalt tetroxide exports in Mar 2021 up by 49.1% MoM 16
7. Relevant Industry News 16
7.1 Alloy and magnet markets 16
7.2 Battery market 16
7.3 Ceramic and chemical markets 16
8. Market Outlook for Next Month 16
8.1 Chinese market 16
8.1.1 Delivered price trend for cobalt metal 99.8%min 16
8.1.2 Delivered price trend for cobalt powder 99.5%min 16
8.1.3 Delivered price trend for cobalt carbonate 46%min 16
8.1.4 Delivered price trend for cobalt sulfate 20.5%min 16
8.1.5 Delivered price trend for cobalt chloride 24%min 17
8.1.6 Delivered price trend for cobalt tetroxide 73.5%min 17
8.1.7 Delivered price trend for cobalt oxide 72%min 17
8.1.8 Delivered price trend for LCO Co 60%min 17
8.1.9 Delivered price trend for LNCMO 523 17
8.1.10 Delivered price trend for LNCMO 622 17
8.2 International market 17
8.2.1 CIF China price trend for cobalt concentrate and intermediates 17
8.2.2 In warehouse Rotterdam price trend for cobalt metal 99.8 %min 17
8.2.3 In warehouse Baltimore price trend for cobalt metal 99.8%min 17
8.2.4 In warehouse Rotterdam price trend for cobalt oxide 72%min 17
1. Market Highlights 3
2. Economy and Policy 3
2.1 Chinese Economy and Policy 3
2.1.1 Exchange rate of U.S. dollar against Chinese Yuan down by 1,041 basis points 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 3
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 5
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 6
3.1.14 Delivered prices for LNCMO 523 6
3.1.15 Delivered prices for LNCMO 622 6
3.2 Market Movements Abroad 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 7
3.2.3 Cobalt metal 99.8%min prices in warehouse Baltimore 7
4. Company News 7
5. Producers Statistics 8
5.1 Cobalt metal 8
5.1.1 Chinese cobalt metal producers' operating rate in Apr 2021 unchanged MoM 8
5.1.2 China's cobalt metal output up in Apr 2021 unchanged MoM 8
5.1.3 Chinese cobalt metal producers' inventory in Apr 2021 level off MoM 9
5.2 Cobalt powder 9
5.2.1 Chinese cobalt powder producers' operating rate in Apr 2021 edges up by 1.3% MOM 9
5.2.2 China's cobalt powder output in Apr 2021 edges up by 2.5% MoM 9
5.2.3 Chinese cobalt powder producers' inventories in Apr 2021 up by 14.4% MoM 10
5.3 Cobalt sulfate 10
5.3.1 Chinese cobalt sulfate producers' operating rate in Apr 2021 edges up by 0.33% MoM 10
5.3.2 China's cobalt sulfate output in Apr 2021 edges up by 2.2% MoM 10
5.3.3 Chinese cobalt sulfate producers' inventories in Apr 2021 climbs by 35.1% MoM 11
5.4 Cobalt chloride 11
5.4.1 Chinese cobalt chloride producers' operating rate in Apr 2021 edges up by 3% MoM 11
5.4.2 China's cobalt chloride output in Apr 2021 up by 3.8% MoM 11
5.4.3 Chinese cobalt chloride producers' stocks in Apr 2021 climbs by 83% MoM 12
5.5 Cobalt tetroxide 12
5.5.1 Chinese cobalt tetroxide producers' operating rate in Apr 2021 up by 1.6% MOM 12
5.5.2 China's cobalt tetroxide output in Apr 2021 up by 2% MoM 13
5.5.3 Chinese cobalt tetroxide producers' stocks in Apr 2021 climbs by 23.2% MoM 13
5.6 NCM precursor 13
5.6.1 Chinese NCM precursor producers' operating rate in Apr 2021 edges down by 0.21% YOY 13
5.6.2 China's NCM precursor output in Apr 2021 down by 1.4% MoM 14
5.6.3 Chinese NCM precursor producers' stocks in Apr 2021 down by 11.8% MOM 14
6. Customs Statistics 15
6.1 China's cobalt oxide export volume in Mar 2021 up by 38.7% MoM 15
6.2 China's cobalt metal imports in Mar 2021 up by 77.1% MOM 15
6.3 China's cobalt intermediate imports in Mar 2021 up by 23.5% MoM 15
6.4 China's cobalt tetroxide exports in Mar 2021 up by 49.1% MoM 16
7. Relevant Industry News 16
7.1 Alloy and magnet markets 16
7.2 Battery market 16
7.3 Ceramic and chemical markets 16
8. Market Outlook for Next Month 16
8.1 Chinese market 16
8.1.1 Delivered price trend for cobalt metal 99.8%min 16
8.1.2 Delivered price trend for cobalt powder 99.5%min 16
8.1.3 Delivered price trend for cobalt carbonate 46%min 16
8.1.4 Delivered price trend for cobalt sulfate 20.5%min 16
8.1.5 Delivered price trend for cobalt chloride 24%min 17
8.1.6 Delivered price trend for cobalt tetroxide 73.5%min 17
8.1.7 Delivered price trend for cobalt oxide 72%min 17
8.1.8 Delivered price trend for LCO Co 60%min 17
8.1.9 Delivered price trend for LNCMO 523 17
8.1.10 Delivered price trend for LNCMO 622 17
8.2 International market 17
8.2.1 CIF China price trend for cobalt concentrate and intermediates 17
8.2.2 In warehouse Rotterdam price trend for cobalt metal 99.8 %min 17
8.2.3 In warehouse Baltimore price trend for cobalt metal 99.8%min 17
8.2.4 In warehouse Rotterdam price trend for cobalt oxide 72%min 17
