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10月16日起刚果(金)以出口配额制解除钴出口禁令
Shang Wu Bu Wang Zhan·2025-09-23 15:52

Group 1 - The Democratic Republic of Congo (DRC) will lift its cobalt export ban starting October 16, transitioning to an annual export quota management system to regulate global supply [1][2] - The export cap for the remainder of 2025 is set at 18,125 tons, while the quotas for 2026 and 2027 are established at 96,600 tons per year [1][2] - DRC is the largest cobalt producer globally, accounting for approximately 70% of the world's supply last year [2] Group 2 - The export ban was initially implemented due to a significant drop in cobalt prices, which fell to a nine-year low, leading to major producers like Glencore and China Molybdenum facing force majeure [2] - The new quota policy aims to reduce inventory backlog and stabilize international cobalt prices, receiving support from Glencore but facing opposition from China Molybdenum [2] - 10% of cobalt production will be reserved for national strategic projects, and quotas may be adjusted based on market prices or local smelting capacity [3]