Monthly Cobalt Market Report Oct 2025
2025-11-11 09:01:25 【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 3
3.1.4 Delivered prices for cobalt carbonate 46%min 3
3.1.5 Delivered prices for cobalt sulfate 20.5%min 3
3.1.6 Delivered prices for cobalt chloride 24%min 3
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 4
3.1.11 Delivered prices for NCM precursor 8312 4
3.1.12 Delivered prices for LCO Co 60%min 4
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 5
3.2.1 Cobalt metal 99.8%min prices in warehouse Rotterdam 5
3.2.3 Cobalt metal 99.8%min prices in warehouse Baltimore 5
4. Company News 5
5. Producers Statistics 6
5.1 Cobalt metal 6
5.1.1 Chinese cobalt metal producers' operating rate in October 2025 down by 84.33% MoM 6
5.1.2 China's cobalt metal output in October 2025 down by 81.76% MoM 6
5.1.3 Chinese cobalt metal producers' inventory in October 2025 down by 56.21% MoM 7
5.2 Cobalt powder 7
5.2.1 Chinese cobalt powder producers' operating rate in October 2025 down by 1.6% MoM 7
5.2.2 China's cobalt powder output in October 2025 edged down by 1.6% MoM 7
5.2.3 Chinese cobalt powder producers' inventories in October 2025 decreased by 19.7% MoM 7
5.3 Cobalt sulfate 8
5.3.1 Chinese cobalt sulfate producers' operating rate in October 2025 up by 5.5% MoM 8
5.3.2 China's cobalt sulfate output in October 2025 up by 0.46% MoM 8
5.3.3 Chinese cobalt sulfate producers' inventories in October 2025 down by 14.5% MoM 8
5.4 Cobalt chloride 9
5.4.1 Chinese cobalt chloride producers' operating rate in October 2025 move up by 7.66% MoM 9
5.4.2 China's cobalt chloride output in October 2025 increased by 10.97% MoM 9
5.4.3 Chinese cobalt chloride producers' stocks in October 2025 up by 55.84% MoM 9
5.5 Cobalt tetroxide 10
5.5.1 Chinese cobalt tetroxide producers' operating rate in October 2025 up by 10.5% MoM 10
5.5.2 China's cobalt tetroxide output in October 2025 up by 10.5% MoM 10
5.5.3 Chinese cobalt tetroxide producers' stocks in October 2025 down by 71.9% MoM 10
5.6 NCM precursor 11
5.6.1 Chinese NCM precursor producers' operating rate in October 2025 down by 1.15% MoM 11
5.6.2 China's NCM precursor output in October 2025 down by 1.15% MoM 11
5.6.3 Chinese NCM precursor producers' stocks in October 2025 down by 23.36% MOM 11
6. Customs Statistics 12
6.1 China's cobalt metal import volume increased 94.86% YoY in Sep 2025 12
6.2 China's cobalt intermediate imports in September 2025 increases by 85.44% MoM 12
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 3
3.1.4 Delivered prices for cobalt carbonate 46%min 3
3.1.5 Delivered prices for cobalt sulfate 20.5%min 3
3.1.6 Delivered prices for cobalt chloride 24%min 3
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 4
3.1.11 Delivered prices for NCM precursor 8312 4
3.1.12 Delivered prices for LCO Co 60%min 4
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 5
3.2.1 Cobalt metal 99.8%min prices in warehouse Rotterdam 5
3.2.3 Cobalt metal 99.8%min prices in warehouse Baltimore 5
4. Company News 5
5. Producers Statistics 6
5.1 Cobalt metal 6
5.1.1 Chinese cobalt metal producers' operating rate in October 2025 down by 84.33% MoM 6
5.1.2 China's cobalt metal output in October 2025 down by 81.76% MoM 6
5.1.3 Chinese cobalt metal producers' inventory in October 2025 down by 56.21% MoM 7
5.2 Cobalt powder 7
5.2.1 Chinese cobalt powder producers' operating rate in October 2025 down by 1.6% MoM 7
5.2.2 China's cobalt powder output in October 2025 edged down by 1.6% MoM 7
5.2.3 Chinese cobalt powder producers' inventories in October 2025 decreased by 19.7% MoM 7
5.3 Cobalt sulfate 8
5.3.1 Chinese cobalt sulfate producers' operating rate in October 2025 up by 5.5% MoM 8
5.3.2 China's cobalt sulfate output in October 2025 up by 0.46% MoM 8
5.3.3 Chinese cobalt sulfate producers' inventories in October 2025 down by 14.5% MoM 8
5.4 Cobalt chloride 9
5.4.1 Chinese cobalt chloride producers' operating rate in October 2025 move up by 7.66% MoM 9
5.4.2 China's cobalt chloride output in October 2025 increased by 10.97% MoM 9
5.4.3 Chinese cobalt chloride producers' stocks in October 2025 up by 55.84% MoM 9
5.5 Cobalt tetroxide 10
5.5.1 Chinese cobalt tetroxide producers' operating rate in October 2025 up by 10.5% MoM 10
5.5.2 China's cobalt tetroxide output in October 2025 up by 10.5% MoM 10
5.5.3 Chinese cobalt tetroxide producers' stocks in October 2025 down by 71.9% MoM 10
5.6 NCM precursor 11
5.6.1 Chinese NCM precursor producers' operating rate in October 2025 down by 1.15% MoM 11
5.6.2 China's NCM precursor output in October 2025 down by 1.15% MoM 11
5.6.3 Chinese NCM precursor producers' stocks in October 2025 down by 23.36% MOM 11
6. Customs Statistics 12
6.1 China's cobalt metal import volume increased 94.86% YoY in Sep 2025 12
6.2 China's cobalt intermediate imports in September 2025 increases by 85.44% MoM 12
