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Core Insights - The Democratic Republic of Congo (DRC) will lift its cobalt export ban on October 15, 2023, and implement an export quota system starting October 16, allowing over 18,000 tons of cobalt to be exported by the end of the year [1][2] - The DRC is the world's largest cobalt supplier, holding 55% of global cobalt reserves, with a projected production of 22,000 tons in 2024, accounting for 75.86% of global output [2][3] Group 1 - The DRC's new export quota system will allocate 10% of the authorized export volume for 2026 and 2027 to national strategic projects [1] - The DRC aims to balance global cobalt inventory to a level equivalent to one month of demand [2] - Cobalt prices have significantly increased, rising from 169,000 CNY/ton at the beginning of 2025 to 275,000 CNY/ton by September 18, 2025, marking a 62.7% increase [3] Group 2 - The DRC's export ban earlier this year led to a tightening of global cobalt supply, contributing to rising prices driven by increased demand from sectors like electric vehicles and consumer electronics [3] - Analysts predict a bullish outlook for cobalt prices, with expectations that the price will reach over 350,000 CNY/ton between 2026 and 2027 [3]