Monthly Cobalt Market Report Jul 2021
2021-08-12 21:18:10 【Print】
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Contents
1 Market Highlights 3
2. Economy and Policy 3
2.1 Chinese Economy and Policy 3
2.1 Exchange rate of U.S. dollar against Chinese Yuan up by one basis point in July 2021 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 4
3.1.10 Delivered prices for cobalt monoxide 78%min 4
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 5
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 July 2021 down by 3.6% MoM 7
5.1.2 China's cobalt metal output up in July 2021 down by 7% MoM 7
5.1.3 Chinese cobalt metal producers' inventory in July 2021 unchanged MoM 7
5.2 Cobalt powder 8
5.2.1 Chinese cobalt powder producers' operating rate in July 2021 level off MoM 8
5.2.2 China's cobalt powder output in July 2021 unchanged MoM 8
5.2.3 Chinese cobalt powder producers' inventories in July 2021 unchanged MoM 8
5.3 Cobalt sulfate 9
5.3.1 Chinese cobalt sulfate producers' operating rate in July 2021 edges up by 0.7% MoM 9
5.3.2 China's cobalt sulfate output in July 2021 up by 6% MoM 9
5.3.3 Chinese cobalt sulfate producers' inventories in July 2021 down by 37.3% MoM 10
5.4 Cobalt chloride 10
5.4.1 Chinese cobalt chloride producers' operating rate in July 2021 up by 13.8% MoM 10
5.4.2 China's cobalt chloride output in July 2021 up by 19.3% MoM 10
5.4.3 Chinese cobalt chloride producers' stocks in July 2021 down by 38.2% MoM 11
5.5 Cobalt tetroxide 11
5.5.1 Chinese cobalt tetroxide producers' operating rate in July 2021 down by 1.72% MOM 11
5.5.2 China's cobalt tetroxide output in July 2021 down by 4% MoM 11
5.5.3 Chinese cobalt tetroxide producers' stocks in July 2021 up by 6.1% MoM 12
5.6 NCM precursor 12
5.6.1 Chinese NCM precursor producers' operating rate in July 2021 edges up by 0.75% YOY 12
5.6.2 China's NCM precursor output in July 2021 edges up by 1.4% MoM 13
5.6.3 Chinese NCM precursor producers' stocks in July 2021 declines by 0.9% MOM 13
6. Customs Statistics 13
6.1 China's cobalt oxide export volume in June 2021 up by 51.8% MoM 13
6.2 China's cobalt metal imports in June 2021 down by 66% MOM 14
6.3 China's cobalt intermediate imports in June 2021 up by 13.5% MoM 14
6.4 China's cobalt tetroxide exports in June 2021 down by 38% MoM 14
7. Relevant Industry News 15
7.1 Alloy and magnet markets 15
7.2 Battery market 15
7.3 Ceramic and chemical markets 15
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 16
8.2.3 In warehouse Baltimore price trend for cobalt metal 99.8%min 16
8.2.4 In warehouse Rotterdam price trend for cobalt oxide 72%min 16
1 Market Highlights 3
2. Economy and Policy 3
2.1 Chinese Economy and Policy 3
2.1 Exchange rate of U.S. dollar against Chinese Yuan up by one basis point in July 2021 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 4
3.1.10 Delivered prices for cobalt monoxide 78%min 4
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 5
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 July 2021 down by 3.6% MoM 7
5.1.2 China's cobalt metal output up in July 2021 down by 7% MoM 7
5.1.3 Chinese cobalt metal producers' inventory in July 2021 unchanged MoM 7
5.2 Cobalt powder 8
5.2.1 Chinese cobalt powder producers' operating rate in July 2021 level off MoM 8
5.2.2 China's cobalt powder output in July 2021 unchanged MoM 8
5.2.3 Chinese cobalt powder producers' inventories in July 2021 unchanged MoM 8
5.3 Cobalt sulfate 9
5.3.1 Chinese cobalt sulfate producers' operating rate in July 2021 edges up by 0.7% MoM 9
5.3.2 China's cobalt sulfate output in July 2021 up by 6% MoM 9
5.3.3 Chinese cobalt sulfate producers' inventories in July 2021 down by 37.3% MoM 10
5.4 Cobalt chloride 10
5.4.1 Chinese cobalt chloride producers' operating rate in July 2021 up by 13.8% MoM 10
5.4.2 China's cobalt chloride output in July 2021 up by 19.3% MoM 10
5.4.3 Chinese cobalt chloride producers' stocks in July 2021 down by 38.2% MoM 11
5.5 Cobalt tetroxide 11
5.5.1 Chinese cobalt tetroxide producers' operating rate in July 2021 down by 1.72% MOM 11
5.5.2 China's cobalt tetroxide output in July 2021 down by 4% MoM 11
5.5.3 Chinese cobalt tetroxide producers' stocks in July 2021 up by 6.1% MoM 12
5.6 NCM precursor 12
5.6.1 Chinese NCM precursor producers' operating rate in July 2021 edges up by 0.75% YOY 12
5.6.2 China's NCM precursor output in July 2021 edges up by 1.4% MoM 13
5.6.3 Chinese NCM precursor producers' stocks in July 2021 declines by 0.9% MOM 13
6. Customs Statistics 13
6.1 China's cobalt oxide export volume in June 2021 up by 51.8% MoM 13
6.2 China's cobalt metal imports in June 2021 down by 66% MOM 14
6.3 China's cobalt intermediate imports in June 2021 up by 13.5% MoM 14
6.4 China's cobalt tetroxide exports in June 2021 down by 38% MoM 14
7. Relevant Industry News 15
7.1 Alloy and magnet markets 15
7.2 Battery market 15
7.3 Ceramic and chemical markets 15
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 16
8.2.3 In warehouse Baltimore price trend for cobalt metal 99.8%min 16
8.2.4 In warehouse Rotterdam price trend for cobalt oxide 72%min 16
