Monthly Cobalt Market Report Sep 2025
2025-10-13 08:28:22 【Print】
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Contents
1 Market Highlights 2
2. Economy and Policy 2
3 Market Movements 2
3.1 Market Movements in China 2
3.1.1 CIF China prices for cobalt intermediate 30-40% 2
3.1.2 Delivered prices for cobalt metal 99.8%min 2
3.1.3 Delivered prices for cobalt powder 99.5%min 2
3.1.4 Delivered prices for cobalt carbonate 46%min 2
3.1.5 Delivered prices for cobalt sulfate 20.5%min 2
3.1.6 Delivered prices for cobalt chloride 24%min 2
3.1.7 Delivered prices for cobalt tetroxide 73.5%min 3
3.1.8 Delivered prices for cobalt oxide 72%min 3
3.1.9 Delivered prices for NCM precursor 523 3
3.1.10 Delivered prices for NCM precursor 613 3
3.1.11 Delivered prices for NCM precursor 8312 3
3.1.12 Delivered prices for LCO Co 60%min 3
3.1.13 Delivered prices for LNCMO 523 4
3.1.14 Delivered prices for LNCMO 613 4
3.1.15 Delivered prices for LNCMO 8312 4
3.2 Intentional Market Movements 4
3.2.1 Cobalt metal 99.8%min prices in warehouse Rotterdam 4
3.2.3 Cobalt metal 99.8%min prices in warehouse Baltimore 4
4. Company News 4
5. Producers Statistics 5
5.1 Cobalt metal 5
5.1.1 Chinese cobalt metal producers' operating rate in September 2025 up by 1.3% MoM 5
5.1.2 China's cobalt metal output in September 2025 down by 3.4% MoM 5
5.1.3 Chinese cobalt metal producers' inventory in September 2025 up by 72.9% MoM 5
5.2 Cobalt powder 5
5.2.1 Chinese cobalt powder producers' operating rate in September 2025 up by 40.59% MoM 5
5.2.2 China's cobalt powder output in September 2025 edged up by 40.57% MoM 6
5.2.3 Chinese cobalt powder producers' inventories in September 2025 increased by 1.1% MoM 6
5.3 Cobalt sulfate 6
5.3.1 Chinese cobalt sulfate producers' operating rate in September 2025 down by 0.97% MoM 6
5.3.2 China's cobalt sulfate output in September 2025 down by 9% MoM 7
5.3.3 Chinese cobalt sulfate producers' inventories in September 2025 down by 14.5% MoM 7
5.4 Cobalt chloride 7
5.4.1 Chinese cobalt chloride producers' operating rate in September 2025 move up by 16.31% MoM 7
5.4.2 China's cobalt chloride output in September 2025 increased by 16.32% MoM 8
5.4.3 Chinese cobalt chloride producers' stocks in September 2025 down by 14.75% MoM 8
5.5 Cobalt tetroxide 8
5.5.1 Chinese cobalt tetroxide producers' operating rate in September 2025 up by 1.25% MoM 8
5.5.2 China's cobalt tetroxide output in September 2025 up by 1.25% MoM 9
5.5.3 Chinese cobalt tetroxide producers' stocks in September 2025 up by 5.56% MoM 9
5.6 NCM precursor 9
5.6.1 Chinese NCM precursor producers' operating rate in September 2025 rise by 9.5% MoM 9
5.6.2 China's NCM precursor output in September 2025 up by 9.5% MoM 10
5.6.3 Chinese NCM precursor producers' stocks in September 2025 up by 11.8% MOM 10
6. Customs Statistics 10
6.1 China's unwrought cobalt import volume increased 143.67% YoY in Aug 2025 10
6.2 China's cobalt intermediate imports in August 2025 decreases by 62.05% MoM 11
1 Market Highlights 2
2. Economy and Policy 2
3 Market Movements 2
3.1 Market Movements in China 2
3.1.1 CIF China prices for cobalt intermediate 30-40% 2
3.1.2 Delivered prices for cobalt metal 99.8%min 2
3.1.3 Delivered prices for cobalt powder 99.5%min 2
3.1.4 Delivered prices for cobalt carbonate 46%min 2
3.1.5 Delivered prices for cobalt sulfate 20.5%min 2
3.1.6 Delivered prices for cobalt chloride 24%min 2
3.1.7 Delivered prices for cobalt tetroxide 73.5%min 3
3.1.8 Delivered prices for cobalt oxide 72%min 3
3.1.9 Delivered prices for NCM precursor 523 3
3.1.10 Delivered prices for NCM precursor 613 3
3.1.11 Delivered prices for NCM precursor 8312 3
3.1.12 Delivered prices for LCO Co 60%min 3
3.1.13 Delivered prices for LNCMO 523 4
3.1.14 Delivered prices for LNCMO 613 4
3.1.15 Delivered prices for LNCMO 8312 4
3.2 Intentional Market Movements 4
3.2.1 Cobalt metal 99.8%min prices in warehouse Rotterdam 4
3.2.3 Cobalt metal 99.8%min prices in warehouse Baltimore 4
4. Company News 4
5. Producers Statistics 5
5.1 Cobalt metal 5
5.1.1 Chinese cobalt metal producers' operating rate in September 2025 up by 1.3% MoM 5
5.1.2 China's cobalt metal output in September 2025 down by 3.4% MoM 5
5.1.3 Chinese cobalt metal producers' inventory in September 2025 up by 72.9% MoM 5
5.2 Cobalt powder 5
5.2.1 Chinese cobalt powder producers' operating rate in September 2025 up by 40.59% MoM 5
5.2.2 China's cobalt powder output in September 2025 edged up by 40.57% MoM 6
5.2.3 Chinese cobalt powder producers' inventories in September 2025 increased by 1.1% MoM 6
5.3 Cobalt sulfate 6
5.3.1 Chinese cobalt sulfate producers' operating rate in September 2025 down by 0.97% MoM 6
5.3.2 China's cobalt sulfate output in September 2025 down by 9% MoM 7
5.3.3 Chinese cobalt sulfate producers' inventories in September 2025 down by 14.5% MoM 7
5.4 Cobalt chloride 7
5.4.1 Chinese cobalt chloride producers' operating rate in September 2025 move up by 16.31% MoM 7
5.4.2 China's cobalt chloride output in September 2025 increased by 16.32% MoM 8
5.4.3 Chinese cobalt chloride producers' stocks in September 2025 down by 14.75% MoM 8
5.5 Cobalt tetroxide 8
5.5.1 Chinese cobalt tetroxide producers' operating rate in September 2025 up by 1.25% MoM 8
5.5.2 China's cobalt tetroxide output in September 2025 up by 1.25% MoM 9
5.5.3 Chinese cobalt tetroxide producers' stocks in September 2025 up by 5.56% MoM 9
5.6 NCM precursor 9
5.6.1 Chinese NCM precursor producers' operating rate in September 2025 rise by 9.5% MoM 9
5.6.2 China's NCM precursor output in September 2025 up by 9.5% MoM 10
5.6.3 Chinese NCM precursor producers' stocks in September 2025 up by 11.8% MOM 10
6. Customs Statistics 10
6.1 China's unwrought cobalt import volume increased 143.67% YoY in Aug 2025 10
6.2 China's cobalt intermediate imports in August 2025 decreases by 62.05% MoM 11
