Monthly Cobalt Market Report Jul 2018

Contents

1. Market Highlights 3
2. Economy and Policy 3
2.1 Economy and Policy in China 3
2.2 Economy and Policy Abroad 3
3. Market Movements 3
3.1 Market Movements in China 3
3.1.1 Cobalt ore prices down 3
3.1.2 Cobalt metal prices down 3
3.1.3 Cobalt powder prices follow to drop 4
3.1.4 Cobalt carbonate prices down 4
3.1.5 Cobalt sulfate prices rebound slightly 4
3.1.6 Cobalt chloride prices down 5
3.1.7 Cobalt tetroxide prices slump 5
3.1.8 Cobalt oxide prices down further 5
3.2 Market Movements Abroad 6
3.2.1 European cobalt metal prices down substantially 6
3.2.2 European cobalt oxide prices down 6
3.2.3 American low grade cobalt metal prices down 6
4. Producers Statistics 7
4.1 China's cobalt metal output down by 11.9% MOM in Jul 7
4.2 China's cobalt powder output down by 5.6% YOY from Jan to Jul 7
4.3 China's cobalt sulfate output up by 8.7% MOM in Jul 7
4.4 China's cobalt chloride output down by 38.2% YOY in Jul 8
4.5 China's cobalt tetroxide output up by 13.6% MOM in Jul 8
5. Company News 9
5.1 Shunyang Metal's cobalt sulfate output down 9
5.2 Yanmen New Energy's cobalt chloride output to rise in Jul 9
5.3 Jiangwu Cobalt postpones resuming cobalt sulfate production 9
5.4 Zhangjiagang Huayi Chemical resumes cobalt sulfate production 9
5.5 Glencore Sees Big Jump in Cobalt Supply From Congo Mines 9
6. Relevant Industrial News 9
6.1 Superalloy and magnet markets 9
6.2 Battery market 10
6.3 Ceramics and chemical markets 10
7. Market Outlook for Next Month 10
7.1 Cobalt concentrate 10
7.2 Cobalt metal 10
7.3 Cobalt powder 10
7.4 Cobalt carbonate 10
7.5 Cobalt sulfate 10
7.6 Cobalt chloride 10
7.7 Cobalt tetroxide 10
7.8 Cobalt oxide 10

Graph 1 Cobalt concentrate 6-8% price trend in China in Jul 2018 (USD/lb) 3
Graph 2 Cobalt metal 99.8%min price trend in China in Jul 2018 (RMB/kg) 3
Graph 3 Cobalt powder 99.5%min price trend in China in Jul 2018 (RMB/kg) 4
Graph 4 Chinese cobalt carbonate 46%min price trend in Jul 2018 (RMB/t) 4
Graph 5 Cobalt sulfate 20.5%min price trend in China in Jul 2018 (RMB/t) 4
Graph 6 Cobalt sulfate 20%min price trend in China in Jul 2018 (RMB/t) 4
Graph 7 Cobalt chloride 24%min price trend in China in Jul 2018 (RMB/t) 5
Graph 8 Cobalt tetroxide 73.5%min price trend in China in Jul 2018 (RMB/kg) 5
Graph 9 Cobalt oxide 72%min price trend in China in Jul 2018 (RMB/kg) 5
Graph 10 Cobalt monoxide 78%min price trend in China in Jul 2018 (RMB/kg) 5
Graph 11 Cobalt metal 99.8%min price trend in Europe in Jul 2018 (USD/lb) 6
Graph 12 Cobalt metal 99.3%min price trend in Europe in Jul 2018 (USD/lb) 6
Graph 13 Cobalt oxide 72%min price trend in Europe in Jul 2018 (EUR/kg) 6
Graph 14 Cobalt metal 99.8%min price trend in U.Asian Metal Copyright5 Cobalt sulfate prices rebound slightly 4 3.Asian Metal CopyrightS. in Jul 2018 (USD/lb) 6
Graph 15 Cobalt metal 99.3%min price trend in U.Asian Metal Copyright Economy and Policy 3 2.Asian Metal CopyrightS. in Jul 2018 (USD/lb) 7
Graph 16 China's monthly output of cobalt metal from Jan 2017 to Jul 2018 (ton) 7
Graph 17 China's monthly output of cobalt powder from Jan 2017 to Jul 2018 (ton) 7
Graph 18 China's monthly output of cobalt sulfate from Jan 2017 to Jul 2018 (ton) 7
Graph 19 China's monthly output of cobalt sulfate from Jul 2016 to Jul 2018 by region (ton) 8
Graph 20 China's cobalt chloride output by month from Jan 2017 to Jul 2018 (ton) 8
Graph 21 China's monthly output of cobalt chloride from Jul 2016 to Jul 2018 by region (ton) 8
Graph 22 China's monthly output of cobalt tetroxide from Jan 2017 to Jul 2018 (ton) 8




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