Core Viewpoint - Cobalt prices have surged past the $50,000 mark due to strict supply controls, with LME cobalt futures rising by $1,465 to $50,035 per ton [1] Group 1: Supply Dynamics - The Democratic Republic of the Congo (DRC) has not resumed cobalt exports despite the expiration of its export ban, which has significant implications for global supply [1] - The DRC supplies approximately 75% of the world's cobalt, making any changes in its export policy critical for the electric vehicle, battery, and aerospace industries [1] Group 2: Export Policy Changes - The DRC implemented an export ban starting February 22 due to dissatisfaction with low cobalt prices, which was extended in June and ultimately replaced by a quota system on October 16 [1] - The export ban ended on October 15, transitioning to a new quota system aimed at controlling supply upon the resumption of exports [1]
刚果(金)解除禁令6周后：钴价突破“五万大关” 供应仍未恢复
Ge Long Hui·2025-12-02 02:54