Monthly Cobalt Market Report Nov 2017
2017-12-15 17:35:03 【Print】
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Contents
1. Monthly Highlights 3
2. Company News 3
2.1 Yangjiang Lianbang Metal plans to raise cobalt tetroxide output in 2018 3
2.2 Zhuji Power's cobalt sulfate consumption down in November 3
2.3 GEM to increases newly ternary precursor capacity of 60,000t 3
2.4 Shunyang Metal's cobalt sulfate capacity expected to be doubled in 2018 3
3. Chinese Market 3
3.1 Economy and Policy 3
3.1.1 China's PMI Was 51.8 Percent in Novembe 3
3.1.2 NDRC: new energy vehicle output to reach 700,000 units this year 3
3.2 Market Movements 4
3.2.1 Prices for cobalt ore up continuously 4
3.2.2 Prices for cobalt metal soar 4
3.2.3 Cobalt powder prices soar 4
3.2.4 Cobalt carbonate prices up 4
3.2.5 Cobalt sulfate prices edge up 5
3.2.6 Cobalt chloride prices up 5
3.2.7 Prices for cobalt tetroxide pick up 5
3.2.8 Cobalt oxide prices up further 6
4. International Market 6
4.1 Economy and Policy 6
4.1.1 UK expects GDP to grow by 1.5% in 2017 6
4.1.2 Annualized quarter-on-quarter GDP correction was 3.3% in US in Q3 6
4.2 Market Movements 6
4.2.1 European cobalt metal prices soar 6
4.2.2 Cobalt oxide prices in Europe still stable 7
4.2.3 Cobalt metal prices in America up 7
5. Producers Statistics 7
5.1 China's cobalt sulfate output up by 15.2% YOY in November 7
5.2 China's cobalt tetroxide output up by 16.5% YOY in November 8
6. Customs Statistics 8
6.1 China's cobalt hydrometallurgy intermediates imports up by 18.6% MOM in October 8
6.2 China's cobalt metal imports down by 50.9% MOM in October 2017 9
6.3 China's cobalt metal imports up by 75% MOM in Oct 2017 10
6.4 China's cobalt tetroxide exports down by 29.8% MOM in October 2017 10
7. Relevant Industrial News 11
7.1 Responsible Cobalt Initiative registered as a legal entity in Hong Kong 11
7.2 Zambia government to take measures to collect taxes from mining sector to maximum extent 11
7.3 Northern Engineering & Technology Corporation, MCC's preliminary design for second phase of copper-cobalt mine in Congo (DRC) passes examination 11
7.4 Tesla plans to build supercharger in Norway 11
7.5 Ministry of Transport expects number of new energy buses to reach 200,000 this year 12
8. Market Outlook for Next Month 12
8.1 Price trend for cobalt ore and cobalt metal 12
8.2 Price trend for cobalt powder and cobalt carbonate 12
8.3 Price trend for cobalt sulfate and cobalt chloride 12
8.4 Price trend for cobalt tetroxide and cobalt oxide 12
Graph 1 Cobalt concentrate 6-8% price trend in China in Nov 2017 (USD/lb) 4
Graph 2 Cobalt metal 99.8%min price trend in China in Nov 2017 (RMB/kg) 4
Graph 3 Cobalt powder 99.5%min price trend in China in Nov 2017 (RMB/kg) 4
Graph 4 Chinese cobalt carbonate 46%min price trend in Nov 2017 (RMB/t) 4
Graph 5 Cobalt sulfate 20.5%min price trend in China in Nov 2017 (RMB/t) 5
Graph 6 Cobalt sulfate 20%min price trend in China in Nov 2017 (RMB/t) 5
Graph 7 Cobalt chloride 24%min price trend in China in Nov 2017 (RMB/t) 5
Graph 8 Cobalt tetroxide 73.5%min price trend in China in Nov 2017 (RMB/kg) 5
Graph 9 Cobalt oxide 72%min price trend in China in Nov 2017 (RMB/kg) 6
Graph 10 Cobalt protoxide 78%min price trend in China in Nov 2017 (RMB/kg) 6
Graph 11 Cobalt metal 99.8%min price trend in Europe in Nov 2017 (USD/lb) 6
Graph 12 Cobalt metal 99.3%min price trend in Europe in Nov 2017 (USD/lb) 6
Graph 13 Cobalt oxide 72%min price trend in Europe in Nov 2017 (EUR/kg) 7
Graph 14 Cobalt metal 99.8%min price trend in U.S. in Nov 2017 (USD/lb) 7
Graph 15 Cobalt metal 99.3%min price trend in U.S. in Nov 2017 (USD/lb) 7
Graph 16 China's monthly output of cobalt metal from Jan 2016 to Nov 2017 (t) 7
Graph 17 China's monthly stocks of cobalt metal from Jan 2016 to Nov 2017 (t) 8
Graph 18 Producers' sales-output ratio of Chinese cobalt sulfate from Jan 2016 to Nov 2017 8
Graph 19 China's monthly cobalt tetroxide output from Jan 2-16 to Nov 2017 (tons) 8
Graph 20 China's cobalt hydrometallurgy intermediates imports from Jan 2016 to Nov 2017 (tons) 8
Graph 21 China's cobalt concentrate imports by month from Jan 2016 to Oct 2017 (ton) 9
Graph 22 China's monthly imports of cobalt metal from Jan 2016- Oct 2017(ton) 10
Graph 23 China's cobalt tetroxide exports by month from Jan 2016 to Oct 2017 (t) 10
Graph 24 China's monthly cobalt tetroxide exports by country from Jan 2016 to Oct 2017 (t) 10
Table 1 China's imports of cobalt hydrometallurgy intermediates in Oct 2017 9
Table 2 China's imports of cobalt concentrate in October 2017 9
Table 3 China's cobalt metal imports in Oct 2017 10
Table 4 China's cobalt tetroxide exports in October 2017 11
1. Monthly Highlights 3
2. Company News 3
2.1 Yangjiang Lianbang Metal plans to raise cobalt tetroxide output in 2018 3
2.2 Zhuji Power's cobalt sulfate consumption down in November 3
2.3 GEM to increases newly ternary precursor capacity of 60,000t 3
2.4 Shunyang Metal's cobalt sulfate capacity expected to be doubled in 2018 3
3. Chinese Market 3
3.1 Economy and Policy 3
3.1.1 China's PMI Was 51.8 Percent in Novembe 3
3.1.2 NDRC: new energy vehicle output to reach 700,000 units this year 3
3.2 Market Movements 4
3.2.1 Prices for cobalt ore up continuously 4
3.2.2 Prices for cobalt metal soar 4
3.2.3 Cobalt powder prices soar 4
3.2.4 Cobalt carbonate prices up 4
3.2.5 Cobalt sulfate prices edge up 5
3.2.6 Cobalt chloride prices up 5
3.2.7 Prices for cobalt tetroxide pick up 5
3.2.8 Cobalt oxide prices up further 6
4. International Market 6
4.1 Economy and Policy 6
4.1.1 UK expects GDP to grow by 1.5% in 2017 6
4.1.2 Annualized quarter-on-quarter GDP correction was 3.3% in US in Q3 6
4.2 Market Movements 6
4.2.1 European cobalt metal prices soar 6
4.2.2 Cobalt oxide prices in Europe still stable 7
4.2.3 Cobalt metal prices in America up 7
5. Producers Statistics 7
5.1 China's cobalt sulfate output up by 15.2% YOY in November 7
5.2 China's cobalt tetroxide output up by 16.5% YOY in November 8
6. Customs Statistics 8
6.1 China's cobalt hydrometallurgy intermediates imports up by 18.6% MOM in October 8
6.2 China's cobalt metal imports down by 50.9% MOM in October 2017 9
6.3 China's cobalt metal imports up by 75% MOM in Oct 2017 10
6.4 China's cobalt tetroxide exports down by 29.8% MOM in October 2017 10
7. Relevant Industrial News 11
7.1 Responsible Cobalt Initiative registered as a legal entity in Hong Kong 11
7.2 Zambia government to take measures to collect taxes from mining sector to maximum extent 11
7.3 Northern Engineering & Technology Corporation, MCC's preliminary design for second phase of copper-cobalt mine in Congo (DRC) passes examination 11
7.4 Tesla plans to build supercharger in Norway 11
7.5 Ministry of Transport expects number of new energy buses to reach 200,000 this year 12
8. Market Outlook for Next Month 12
8.1 Price trend for cobalt ore and cobalt metal 12
8.2 Price trend for cobalt powder and cobalt carbonate 12
8.3 Price trend for cobalt sulfate and cobalt chloride 12
8.4 Price trend for cobalt tetroxide and cobalt oxide 12
Graph 1 Cobalt concentrate 6-8% price trend in China in Nov 2017 (USD/lb) 4
Graph 2 Cobalt metal 99.8%min price trend in China in Nov 2017 (RMB/kg) 4
Graph 3 Cobalt powder 99.5%min price trend in China in Nov 2017 (RMB/kg) 4
Graph 4 Chinese cobalt carbonate 46%min price trend in Nov 2017 (RMB/t) 4
Graph 5 Cobalt sulfate 20.5%min price trend in China in Nov 2017 (RMB/t) 5
Graph 6 Cobalt sulfate 20%min price trend in China in Nov 2017 (RMB/t) 5
Graph 7 Cobalt chloride 24%min price trend in China in Nov 2017 (RMB/t) 5
Graph 8 Cobalt tetroxide 73.5%min price trend in China in Nov 2017 (RMB/kg) 5
Graph 9 Cobalt oxide 72%min price trend in China in Nov 2017 (RMB/kg) 6
Graph 10 Cobalt protoxide 78%min price trend in China in Nov 2017 (RMB/kg) 6
Graph 11 Cobalt metal 99.8%min price trend in Europe in Nov 2017 (USD/lb) 6
Graph 12 Cobalt metal 99.3%min price trend in Europe in Nov 2017 (USD/lb) 6
Graph 13 Cobalt oxide 72%min price trend in Europe in Nov 2017 (EUR/kg) 7
Graph 14 Cobalt metal 99.8%min price trend in U.S. in Nov 2017 (USD/lb) 7
Graph 15 Cobalt metal 99.3%min price trend in U.S. in Nov 2017 (USD/lb) 7
Graph 16 China's monthly output of cobalt metal from Jan 2016 to Nov 2017 (t) 7
Graph 17 China's monthly stocks of cobalt metal from Jan 2016 to Nov 2017 (t) 8
Graph 18 Producers' sales-output ratio of Chinese cobalt sulfate from Jan 2016 to Nov 2017 8
Graph 19 China's monthly cobalt tetroxide output from Jan 2-16 to Nov 2017 (tons) 8
Graph 20 China's cobalt hydrometallurgy intermediates imports from Jan 2016 to Nov 2017 (tons) 8
Graph 21 China's cobalt concentrate imports by month from Jan 2016 to Oct 2017 (ton) 9
Graph 22 China's monthly imports of cobalt metal from Jan 2016- Oct 2017(ton) 10
Graph 23 China's cobalt tetroxide exports by month from Jan 2016 to Oct 2017 (t) 10
Graph 24 China's monthly cobalt tetroxide exports by country from Jan 2016 to Oct 2017 (t) 10
Table 1 China's imports of cobalt hydrometallurgy intermediates in Oct 2017 9
Table 2 China's imports of cobalt concentrate in October 2017 9
Table 3 China's cobalt metal imports in Oct 2017 10
Table 4 China's cobalt tetroxide exports in October 2017 11
