Cobalt Industry Annual Report 2020

Contents

1. Overview of cobalt
1.1 Physical characteristics
1.2 Distribution
1.3 Application
2. Economy and Policy
2.1 Beijing to build another 100 charging power station
2.2 China reiterates support to NEV industry
2.3 NEV subsidy not to reduce further after 1 July 2020
2.4 MIIT to revise access management regulations of new energy vehicle enterprises
2.5 China issues policies to support reoperation of lithium battery industry
2.6 MIIT emphasizes to speed up 5G business
2.7 Hunan government encourages policy supports to families buying NEVs for first time
2.8 Guangzhou issued subsidy policy to promote new energy bus application
2.9 Subsidy for each vehicle no more than 3000 yuan in Changsha
2.10 China extends subsidy period for NEV
2.11 Shanghai government to drastically cut registration time for NEV
2.12 China to extend NEV subsidy period
2.13 China to exempt NEV purchase tax in following two years
2.14 China to construct over 500,000 new 5G base stations in 2020
2.15 Shanghai plans to build 100,000 intelligent charging piles for electric vehicles
2.16 New energy goods distribution vehicles to be added in Nanjing
2.17 Shenzhen releases additional purchase quotas for NEVs
2.18 NEV purchasers in rural areas subtitled to discounts up to RMB8,000
2.19 CPCA proposes to advance NEV consumption in fourteenth Five-year period
2.20 Zhejiang province launches new round of NEV subsidies
2.21 U.Asian Metal CopyrightS.Asian Metal CopyrightS. to reform tax refund policy on EV industry
2.22 EU proposes boosting new energy industry development
3. Market Movements
3.1 Market Movements in China
3.1.1 CIF China prices for cobalt concentrate
3.1.2 CIF China prices for cobalt intermediate 20-30%
3.1.Asian Metal Copyright2 Cobalt powder 99.Asian Metal Copyright3 Delivered China prices for cobalt metal 99.8%min
3.1.Asian Metal Copyright Market Movements 3.Asian Metal Copyright4 Delivered China prices for cobalt powder 99.5%min
3.1.5 Delivered China prices for cobalt carbonate 46%min
3.1.Asian Metal Copyright5%min 7.Asian Metal Copyright6 Delivered China prices for cobalt sulfate 20.5%min
3.1.7 Delivered China prices for cobalt chloride 24%min
3.1.Asian Metal Copyright1 China's cobalt concentrate imports down by 40.Asian Metal Copyright8 Delivered China prices for cobalt tetroxide 73.5%min
3.1.9 Delivered China prices for cobalt oxide 72%min
3.2 Market Movements Abroad
3.2.Asian Metal Copyright2 European cobalt oxide 72%min prices in warehouse Rotterdam 3.Asian Metal Copyright1 European cobalt metal 99.8%min prices (in warehouse Rotterdam)
3.2.2 European cobalt oxide 72%min prices (in warehouse Rotterdam)
3.2.Asian Metal Copyright3 Output 5.Asian Metal Copyright3 American cobalt metal 99.8%min prices (in warehouse Baltimore)
4. Company News
4.1. Company news in China
4.2 Company news abroad
5. Producers Statistics
5.1 Cobalt metal
5.1.1 Production capacity
5.1.2 Operating rate
5.1.3 Output
5.1.4 Stocks
5.2 Cobalt powder
5.2.1 Production capacity
5.2.2 Operating rate
5.2.3 Output
5.2.4 Stocks
5.3 Cobalt sulfate
5.3.1 Production capacity
5.3.2 Operating rate
5.3.3 Output
5.3.4 Stocks

5.4 Cobalt chloride

5.5.1 Production capacity

5.5.2 Operating rate
5.5.3 Output
5.5.4 Stocks
5.5 Cobalt tetroxide
5.5.1 Production capacity
5.5.2 Operating rate
5.5.3 Output
5.5.4 Stocks
6. Customs Statistics
6.1 China's cobalt concentrate imports down by 40.8% YOY in 2020
6.2 China's cobalt intermediate imports down by 1.7% YOY in 2020
6.3 China's cobalt metal imports up by 298.4% YOY in 2020
6.4 China's cobalt tetroxide exports up by 21.9% YOY in 2020
7. Outlook for 2021
7.1 Cobalt metal 99.8%min
7.2 Cobalt powder 99.5%min
7.3 Cobalt carbonate 45%min
7.4 Cobalt sulfate 20.5%min
7.5 Cobalt chloride 24%min
7.6 Coblat tetroxide 73.5%min
7.7 Cobalt oxide 72%min
7.8 Cobalt intermediate 20-30%


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