Monthly Cobalt Market Report Feb 2021
2021-03-12 21:22:15 【Print】
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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 up by 90 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 4
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 5
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 6
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 7
3.2.1 In warehouse Rotterdam prices for cobalt metal 99.8%min 7
3.2.2 In warehouse Rotterdam prices for cobalt oxide 72%min 7
3.2.3 In warehouse Baltimore prices for cobalt metal 99.8%min 7
4. Company News 7
4.1 GEM: NCM precursor and cobalt tetroxide facilities both in full capacity production 7
4.2 SVOLT Energy's cobaltless cathode material comes off line 7
4.3 Goldstab Organics to reduce cobalt metal consumption 8
4.4 Anglo Pacific inks $205m Voisey's Bay cobalt stream deal 8
5. Producers Statistics 8
5.1 Cobalt metal 8
5.1.1 Chinese cobalt metal producers' operating rate in Feb 2021 down by 9.34% MoM 8
5.1.2 China's cobalt metal output up in Feb 2021 down by 11.7% MoM 8
5.1.3 Chinese cobalt metal producers' inventory in Feb 2021 down by 10.3% MoM 8
5.2 Cobalt powder 8
5.2.1 Chinese cobalt powder producers' operating rate in Feb 2021 down by 9.81% MOM 8
5.2.2 China's cobalt powder output in Feb 2021 down by 11.3% MoM 9
5.2.3 Chinese cobalt powder producers' inventories in Feb 2021 down by 5.3% MoM 9
5.3 Cobalt sulfate 10
5.3.1 Chinese cobalt sulfate producers' operating rate in Feb 2021 slides by 3.73% MoM 10
5.3.2 China's cobalt sulfate output in Feb 2021 down by 10.3% MoM 10
5.3.3 Chinese cobalt sulfate producers' inventories in Feb 2021 down by 1% MoM 11
5.4 Cobalt chloride 11
5.4.1 Chinese cobalt chloride producers' operating rate in Feb 2021 drops by 4.29% MoM 11
5.4.2 China's cobalt chloride output in Feb 2021 down by 5% MoM 11
5.4.3 Chinese cobalt chloride producers' stocks in Feb 2021 up by 38.4% MoM 12
5.5 Cobalt tetroxide 12
5.5.1 Chinese cobalt tetroxide producers' operating rate in Feb 2021 down by 9.44% MOM 12
5.5.2 China's cobalt tetroxide output in Feb 2021 down by 10.4% MoM 13
5.5.3 Chinese cobalt tetroxide producers' stocks in Feb 2021 level off MoM 13
7. Relevant Industry News 13
7.1 Alloy and magnet markets 13
7.2 Battery market 13
7.3 Ceramic and chemical markets 13
8. Market Outlook for Next Month 14
8.1 Chinese market 14
8.1.1 Delivered price trend for cobalt metal 99.8%min 14
8.1.2 Delivered price trend for cobalt powder 99.5%min 14
8.1.3 Delivered price trend for cobalt carbonate 46%min 14
8.1.4 Delivered price trend for cobalt sulfate 20.5%min 14
8.1.5 Delivered price trend for cobalt chloride 24%min 14
8.1.6 Delivered price trend for cobalt tetroxide 73.5%min 14
8.1.7 Delivered price trend for cobalt oxide 72%min 14
8.1.8 Delivered price trend for LCO Co 60%min 14
8.1.9 Delivered price trend for LNCMO 523 14
8.1.10 Delivered price trend for LNCMO 622 14
8.2 International market 14
8.2.1 CIF China price trend for cobalt concentrate and intermediates 14
8.2.2 In warehouse Rotterdam price trend for cobalt metal 99.8 %min 14
8.2.3 In warehouse Baltimore price trend for cobalt metal 99.8%min 14
8.2.4 In warehouse Rotterdam price trend for cobalt oxide 72%min 14
2. Economy and Policy 3
2.1 Chinese Economy and Policy 3
2.1.1 Exchange rate of U.S. dollar against Chinese Yuan up by 90 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 4
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 5
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 6
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 7
3.2.1 In warehouse Rotterdam prices for cobalt metal 99.8%min 7
3.2.2 In warehouse Rotterdam prices for cobalt oxide 72%min 7
3.2.3 In warehouse Baltimore prices for cobalt metal 99.8%min 7
4. Company News 7
4.1 GEM: NCM precursor and cobalt tetroxide facilities both in full capacity production 7
4.2 SVOLT Energy's cobaltless cathode material comes off line 7
4.3 Goldstab Organics to reduce cobalt metal consumption 8
4.4 Anglo Pacific inks $205m Voisey's Bay cobalt stream deal 8
5. Producers Statistics 8
5.1 Cobalt metal 8
5.1.1 Chinese cobalt metal producers' operating rate in Feb 2021 down by 9.34% MoM 8
5.1.2 China's cobalt metal output up in Feb 2021 down by 11.7% MoM 8
5.1.3 Chinese cobalt metal producers' inventory in Feb 2021 down by 10.3% MoM 8
5.2 Cobalt powder 8
5.2.1 Chinese cobalt powder producers' operating rate in Feb 2021 down by 9.81% MOM 8
5.2.2 China's cobalt powder output in Feb 2021 down by 11.3% MoM 9
5.2.3 Chinese cobalt powder producers' inventories in Feb 2021 down by 5.3% MoM 9
5.3 Cobalt sulfate 10
5.3.1 Chinese cobalt sulfate producers' operating rate in Feb 2021 slides by 3.73% MoM 10
5.3.2 China's cobalt sulfate output in Feb 2021 down by 10.3% MoM 10
5.3.3 Chinese cobalt sulfate producers' inventories in Feb 2021 down by 1% MoM 11
5.4 Cobalt chloride 11
5.4.1 Chinese cobalt chloride producers' operating rate in Feb 2021 drops by 4.29% MoM 11
5.4.2 China's cobalt chloride output in Feb 2021 down by 5% MoM 11
5.4.3 Chinese cobalt chloride producers' stocks in Feb 2021 up by 38.4% MoM 12
5.5 Cobalt tetroxide 12
5.5.1 Chinese cobalt tetroxide producers' operating rate in Feb 2021 down by 9.44% MOM 12
5.5.2 China's cobalt tetroxide output in Feb 2021 down by 10.4% MoM 13
5.5.3 Chinese cobalt tetroxide producers' stocks in Feb 2021 level off MoM 13
7. Relevant Industry News 13
7.1 Alloy and magnet markets 13
7.2 Battery market 13
7.3 Ceramic and chemical markets 13
8. Market Outlook for Next Month 14
8.1 Chinese market 14
8.1.1 Delivered price trend for cobalt metal 99.8%min 14
8.1.2 Delivered price trend for cobalt powder 99.5%min 14
8.1.3 Delivered price trend for cobalt carbonate 46%min 14
8.1.4 Delivered price trend for cobalt sulfate 20.5%min 14
8.1.5 Delivered price trend for cobalt chloride 24%min 14
8.1.6 Delivered price trend for cobalt tetroxide 73.5%min 14
8.1.7 Delivered price trend for cobalt oxide 72%min 14
8.1.8 Delivered price trend for LCO Co 60%min 14
8.1.9 Delivered price trend for LNCMO 523 14
8.1.10 Delivered price trend for LNCMO 622 14
8.2 International market 14
8.2.1 CIF China price trend for cobalt concentrate and intermediates 14
8.2.2 In warehouse Rotterdam price trend for cobalt metal 99.8 %min 14
8.2.3 In warehouse Baltimore price trend for cobalt metal 99.8%min 14
8.2.4 In warehouse Rotterdam price trend for cobalt oxide 72%min 14
