Monthly Cobalt Market Report Mar 2021
2021-04-12 22:05:05 【Print】
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Contents
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 climbs by 1,000 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
5. Producers Statistics 9
5.1 Cobalt metal 9
5.1.1 Chinese cobalt metal producers' operating rate in Mar 2021 down by 24.07% MoM 9
5.1.2 China's cobalt metal output up in Mar 2021 declines by 34.4% MoM 10
5.1.3 Chinese cobalt metal producers' inventory in Mar 2021 down by 14.3% MoM 10
5.2 Cobalt powder 10
5.2.1 Chinese cobalt powder producers' operating rate in Mar 2021 down by 4.58% MOM 10
5.2.2 China's cobalt powder output in Mar 2021 down by 18% MoM 10
5.2.3 Chinese cobalt powder producers' inventories in Mar 2021 down by 23.9% MoM 11
5.3 Cobalt sulfate 11
5.3.1 Chinese cobalt sulfate producers' operating rate in Mar 2021 edges up by 0.83% MoM 11
5.3.2 China's cobalt sulfate output in Mar 2021 edges up by 1.8% MoM 12
5.3.3 Chinese cobalt sulfate producers' inventories in Mar 2021 up by 26.5% MoM 12
5.4 Cobalt chloride 12
5.4.1 Chinese cobalt chloride producers' operating rate in Mar 2021 edges up by 1.15% MoM 12
5.4.2 China's cobalt chloride output in Mar 2021 edges up by 1.4% MoM 13
5.4.3 Chinese cobalt chloride producers' stocks in Mar 2021 up by 60% MoM 13
5.5 Cobalt tetroxide 14
5.5.1 Chinese cobalt tetroxide producers' operating rate in Mar 2021 down by 3.66% MOM 14
5.5.2 China's cobalt tetroxide output in Mar 2021 down by 4.4% MoM 14
5.5.3 Chinese cobalt tetroxide producers' stocks in Mar 2021 up by 5.4% MoM 14
5.6 NCM precursor 15
5.6.1 Chinese NCM precursor producers' operating rate in Mar 2021 up by 2.3% YOY 15
5.6.2 China's NCM precursor output in Mar 2021 down by 1.9% YOY 15
5.6.3 Chinese NCM precursor producers' stocks in Mar 2021 down by 27.6% MOM 15
6. Customs Statistics 16
6.1 China's cobalt oxide export volume in Jan and Feb 2021 up by 12.5% YoY 16
6.2 China's cobalt metal imports up by 40.6% MOM in Dec 16
6.3 China's cobalt intermediate imports up by 18.35 YoY 16
6.4 China's cobalt tetroxide exports in Jan and Feb climbs by 1.32% times YoY 17
7. Relevant Industry News 17
7.1 Alloy and magnet markets 17
7.2 Battery market 17
7.3 Ceramic and chemical markets 17
8. Market Outlook for Next Month 17
8.1 Chinese market 17
8.1.1 Delivered price trend for cobalt metal 99.8%min 17
8.1.2 Delivered price trend for cobalt powder 99.5%min 17
8.1.3 Delivered price trend for cobalt carbonate 46%min 17
8.1.4 Delivered price trend for cobalt sulfate 20.5%min 18
8.1.5 Delivered price trend for cobalt chloride 24%min 18
8.1.6 Delivered price trend for cobalt tetroxide 73.5%min 18
8.1.7 Delivered price trend for cobalt oxide 72%min 18
8.1.8 Delivered price trend for LCO Co 60%min 18
8.1.9 Delivered price trend for LNCMO 523 18
8.1.10 Delivered price trend for LNCMO 622 18
8.2 International market 18
8.2.1 CIF China price trend for cobalt concentrate and intermediates 18
8.2.2 In warehouse Rotterdam price trend for cobalt metal 99.8 %min 18
8.2.3 In warehouse Baltimore price trend for cobalt metal 99.8%min 18
8.2.4 In warehouse Rotterdam price trend for cobalt oxide 72%min 18
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 climbs by 1,000 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
5. Producers Statistics 9
5.1 Cobalt metal 9
5.1.1 Chinese cobalt metal producers' operating rate in Mar 2021 down by 24.07% MoM 9
5.1.2 China's cobalt metal output up in Mar 2021 declines by 34.4% MoM 10
5.1.3 Chinese cobalt metal producers' inventory in Mar 2021 down by 14.3% MoM 10
5.2 Cobalt powder 10
5.2.1 Chinese cobalt powder producers' operating rate in Mar 2021 down by 4.58% MOM 10
5.2.2 China's cobalt powder output in Mar 2021 down by 18% MoM 10
5.2.3 Chinese cobalt powder producers' inventories in Mar 2021 down by 23.9% MoM 11
5.3 Cobalt sulfate 11
5.3.1 Chinese cobalt sulfate producers' operating rate in Mar 2021 edges up by 0.83% MoM 11
5.3.2 China's cobalt sulfate output in Mar 2021 edges up by 1.8% MoM 12
5.3.3 Chinese cobalt sulfate producers' inventories in Mar 2021 up by 26.5% MoM 12
5.4 Cobalt chloride 12
5.4.1 Chinese cobalt chloride producers' operating rate in Mar 2021 edges up by 1.15% MoM 12
5.4.2 China's cobalt chloride output in Mar 2021 edges up by 1.4% MoM 13
5.4.3 Chinese cobalt chloride producers' stocks in Mar 2021 up by 60% MoM 13
5.5 Cobalt tetroxide 14
5.5.1 Chinese cobalt tetroxide producers' operating rate in Mar 2021 down by 3.66% MOM 14
5.5.2 China's cobalt tetroxide output in Mar 2021 down by 4.4% MoM 14
5.5.3 Chinese cobalt tetroxide producers' stocks in Mar 2021 up by 5.4% MoM 14
5.6 NCM precursor 15
5.6.1 Chinese NCM precursor producers' operating rate in Mar 2021 up by 2.3% YOY 15
5.6.2 China's NCM precursor output in Mar 2021 down by 1.9% YOY 15
5.6.3 Chinese NCM precursor producers' stocks in Mar 2021 down by 27.6% MOM 15
6. Customs Statistics 16
6.1 China's cobalt oxide export volume in Jan and Feb 2021 up by 12.5% YoY 16
6.2 China's cobalt metal imports up by 40.6% MOM in Dec 16
6.3 China's cobalt intermediate imports up by 18.35 YoY 16
6.4 China's cobalt tetroxide exports in Jan and Feb climbs by 1.32% times YoY 17
7. Relevant Industry News 17
7.1 Alloy and magnet markets 17
7.2 Battery market 17
7.3 Ceramic and chemical markets 17
8. Market Outlook for Next Month 17
8.1 Chinese market 17
8.1.1 Delivered price trend for cobalt metal 99.8%min 17
8.1.2 Delivered price trend for cobalt powder 99.5%min 17
8.1.3 Delivered price trend for cobalt carbonate 46%min 17
8.1.4 Delivered price trend for cobalt sulfate 20.5%min 18
8.1.5 Delivered price trend for cobalt chloride 24%min 18
8.1.6 Delivered price trend for cobalt tetroxide 73.5%min 18
8.1.7 Delivered price trend for cobalt oxide 72%min 18
8.1.8 Delivered price trend for LCO Co 60%min 18
8.1.9 Delivered price trend for LNCMO 523 18
8.1.10 Delivered price trend for LNCMO 622 18
8.2 International market 18
8.2.1 CIF China price trend for cobalt concentrate and intermediates 18
8.2.2 In warehouse Rotterdam price trend for cobalt metal 99.8 %min 18
8.2.3 In warehouse Baltimore price trend for cobalt metal 99.8%min 18
8.2.4 In warehouse Rotterdam price trend for cobalt oxide 72%min 18
