刚果（金）设定新的钴出口条件

Core Viewpoint - The Democratic Republic of Congo (DRC) has implemented new conditions for cobalt exporters to enhance control over this critical battery mineral, complicating the existing quota system [1][2]. Group 1: New Export Regulations - The DRC government requires mining companies to prepay 10% of the mining rights fee within 48 hours and obtain a compliance certificate, among other conditions [1]. - A quota system has replaced a months-long export ban, aiming to increase national revenue and strengthen regulation over cobalt, which accounts for over 70% of global production [1][6]. Group 2: Export Process and Compliance - The Ministry of Mines and the Ministry of Finance issued a notification detailing the export process, including mandatory quota verification, joint sampling, bulk weighing, and packaging [2]. - Exporters must submit a list of certificates from multiple agencies along with the Quota Verification Certificate (AVQ) and pay the mining rights fee before customs clearance [3][4]. Group 3: Export Quotas and Market Impact - The DRC has set a cobalt export quota of 18,125 tons for Q4 2025, with plans to export 96,600 tons annually starting in 2026 [6]. - Cobalt prices have risen from $16 per pound in August to $24 per pound currently, following a low of $10 per pound during the export ban [8]. Group 4: Industry Uncertainty - Industry executives express concerns over the new conditions, particularly regarding the clarity of the 10% rights fee in relation to previous exports [8]. - Analysts indicate that the unpredictable export policies and last-minute fee requirements may lead to fluctuations in exports and prices [8].