Monthly Cobalt Market Report Apr 2026
2026-05-12 15:06:23 【Print】
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Contents
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 2
3.1.3 Delivered prices for cobalt powder 99.5%min 2
3.1.4 Delivered prices for cobalt carbonate 46%min 2
3.1.6 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 3
3.1.11 Delivered prices for NCM precursor 8312 3
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 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 5
5. Producers Metrics 8
5.1 Cobalt metal 8
5.1.1 Chinese cobalt metal producers' operating rate in April 2025 down by 6.97% MoM 8
5.1.2 China's cobalt metal output in April 2025 down by 6.98% MoM 8
5.1.3 Chinese cobalt metal producers' inventory in April 2025 down by 19.71% MoM 8
5.2 Cobalt powder 8
5.2.1 Chinese cobalt powder producers' operating rate in April 2025 up by 22.99% MoM 8
5.2.2 China's cobalt powder output in April 2025 edged up by 23.00%% MoM 9
5.2.3 Chinese cobalt powder producers' inventories in April 2025 decreased by 28.30% MoM 9
5.2.4 Chinese cobalt powder producers' sales volume in April 2025 increased by 29.89% MoM 9
5.3 Cobalt sulfate 10
5.3.1 Chinese cobalt sulfate producers' operating rate in April 2025 up by 5.84% MoM 10
5.3.2 China's cobalt sulfate output in April 2025 up by 3.34% MoM 10
5.3.3 Chinese cobalt sulfate producers' inventories in April 2025 down by 34.97% MoM 10
5.3.3 Chinese cobalt sulfate producers' sales volume in April 2025 up by 23.23% MoM 11
5.4 Cobalt chloride 11
5.4.1 Chinese cobalt chloride producers' operating rate in April 2025 move up by 15.37% MoM 11
5.4.2 China's cobalt chloride output in April 2025 increased by 15.35% MoM 11
5.4.3 Chinese cobalt chloride producers' stocks in April 2025 down by 31.25% MoM 12
5.4.3 Chinese cobalt chloride producers' sales volume in April 2025 up by 4.20% MoM 12
5.5 Cobalt tetroxide 12
5.5.1 Chinese cobalt tetroxide producers' operating rate in April 2025 up by 7.48% MoM 12
5.5.2 China's cobalt tetroxide output in April 2025 up by 4.55% MoM 13
5.5.3 Chinese cobalt tetroxide producers' stocks in April 2025 up by 13.16% MoM 13
5.5.3 Chinese cobalt tetroxide producers' sales volume in April 2025 up by 2.69% MoM 13
5.6 NCM precursor 14
5.6.1 Chinese NCM precursor producers' operating rate in April 2025 up by 13.70% MoM 14
5.6.2 China's NCM precursor output in April 2025 up by 13.71% MoM 14
5.6.3 Chinese NCM precursor producers' stocks in April 2025 down 3.43% MOM 14
5.6.3 Chinese NCM precursor producers' sales volume in April 2025 up by 18.06% MOM 15
6. Customs Statistics 15
6.1 China's unwrought cobalt import volume increased 262.19% YoY in Feb 2026 15
6.2 China's cobalt intermediate products import volume declined 94.61% YoY in Feb 2026 15
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 2
3.1.3 Delivered prices for cobalt powder 99.5%min 2
3.1.4 Delivered prices for cobalt carbonate 46%min 2
3.1.6 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 3
3.1.11 Delivered prices for NCM precursor 8312 3
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 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 5
5. Producers Metrics 8
5.1 Cobalt metal 8
5.1.1 Chinese cobalt metal producers' operating rate in April 2025 down by 6.97% MoM 8
5.1.2 China's cobalt metal output in April 2025 down by 6.98% MoM 8
5.1.3 Chinese cobalt metal producers' inventory in April 2025 down by 19.71% MoM 8
5.2 Cobalt powder 8
5.2.1 Chinese cobalt powder producers' operating rate in April 2025 up by 22.99% MoM 8
5.2.2 China's cobalt powder output in April 2025 edged up by 23.00%% MoM 9
5.2.3 Chinese cobalt powder producers' inventories in April 2025 decreased by 28.30% MoM 9
5.2.4 Chinese cobalt powder producers' sales volume in April 2025 increased by 29.89% MoM 9
5.3 Cobalt sulfate 10
5.3.1 Chinese cobalt sulfate producers' operating rate in April 2025 up by 5.84% MoM 10
5.3.2 China's cobalt sulfate output in April 2025 up by 3.34% MoM 10
5.3.3 Chinese cobalt sulfate producers' inventories in April 2025 down by 34.97% MoM 10
5.3.3 Chinese cobalt sulfate producers' sales volume in April 2025 up by 23.23% MoM 11
5.4 Cobalt chloride 11
5.4.1 Chinese cobalt chloride producers' operating rate in April 2025 move up by 15.37% MoM 11
5.4.2 China's cobalt chloride output in April 2025 increased by 15.35% MoM 11
5.4.3 Chinese cobalt chloride producers' stocks in April 2025 down by 31.25% MoM 12
5.4.3 Chinese cobalt chloride producers' sales volume in April 2025 up by 4.20% MoM 12
5.5 Cobalt tetroxide 12
5.5.1 Chinese cobalt tetroxide producers' operating rate in April 2025 up by 7.48% MoM 12
5.5.2 China's cobalt tetroxide output in April 2025 up by 4.55% MoM 13
5.5.3 Chinese cobalt tetroxide producers' stocks in April 2025 up by 13.16% MoM 13
5.5.3 Chinese cobalt tetroxide producers' sales volume in April 2025 up by 2.69% MoM 13
5.6 NCM precursor 14
5.6.1 Chinese NCM precursor producers' operating rate in April 2025 up by 13.70% MoM 14
5.6.2 China's NCM precursor output in April 2025 up by 13.71% MoM 14
5.6.3 Chinese NCM precursor producers' stocks in April 2025 down 3.43% MOM 14
5.6.3 Chinese NCM precursor producers' sales volume in April 2025 up by 18.06% MOM 15
6. Customs Statistics 15
6.1 China's unwrought cobalt import volume increased 262.19% YoY in Feb 2026 15
6.2 China's cobalt intermediate products import volume declined 94.61% YoY in Feb 2026 15
