Monthly Cobalt Market Report Feb 2026
2026-03-12 07:39:50 【Print】
The following is a brief synopsis of the report. Your access is restricted as it is a subscription based service.
Please contact us for a subscription.
Please contact us for a subscription.
2.1 1 Market Highlights 2
3. Economy and Policy 2
3.1 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 3
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 4
3.1.9 Delivered prices for NCM precursor 523 4
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 5
3.1.15 Delivered prices for LNCMO 8312 5
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 Metrics 6
5.1 Cobalt metal 6
5.1.1 Chinese cobalt metal producers' operating rate in February 2025 up by 45.5% MoM 6
5.1.2 China's cobalt metal output in February 2025 up by 15.6% MoM 6
5.1.3 Chinese cobalt metal producers' inventory in February 2025 up by 83.6% MoM 6
5.2 Cobalt powder 6
5.2.1 Chinese cobalt powder producers' operating rate in February 2025 down by 21% MoM 6
5.2.2 China's cobalt powder output in February 2025 edged down by 20.7% MoM 7
5.2.3 Chinese cobalt powder producers' inventories in February 2025 decreased by 12.9% MoM 7
5.2.4 Chinese cobalt powder producers' sales volume in February 2025 decreased by 5.9% MoM 7
5.3 Cobalt sulfate 8
5.3.1 Chinese cobalt sulfate producers' operating rate in February 2025 down by 24.5% MoM 8
5.3.2 China's cobalt sulfate output in February 2025 down by 24.5% MoM 8
5.3.3 Chinese cobalt sulfate producers' inventories in February 2025 down by 6.2% MoM 8
5.3.3 Chinese cobalt sulfate producers' sales volume in February 2025 down by 26.48% MoM 9
5.4 Cobalt chloride 9
5.4.1 Chinese cobalt chloride producers' operating rate in February 2025 move down by 48% MoM 9
5.4.2 China's cobalt chloride output in February 2025 decreased by 48% MoM 9
5.4.3 Chinese cobalt chloride producers' stocks in February 2025 down by 30.7% MoM 10
5.4.3 Chinese cobalt chloride producers' sales volume in February 2025 down by 29.6% MoM 10
5.5 Cobalt tetroxide 10
5.5.1 Chinese cobalt tetroxide producers' operating rate in February 2025 down by 10.4% MoM 10
5.5.2 China's cobalt tetroxide output in February 2025 down by 1% MoM 11
5.5.3 Chinese cobalt tetroxide producers' stocks in February 2025 up by 5.5% MoM 11
5.5.3 Chinese cobalt tetroxide producers' sales volume in February 2025 down by 9.09% MoM 11
5.6 NCM precursor 12
5.6.1 Chinese NCM precursor producers' operating rate in February 2025 down by 6.9% MoM 12
5.6.2 China's NCM precursor output in February 2025 down by 6.9% MoM 12
5.6.3 Chinese NCM precursor producers' stocks in February 2025 down 17.4% MOM 12
5.6.3 Chinese NCM precursor producers' sales volume in February 2025 down by 10.76% MOM 13
