中国材料行业：刚果（金）钴出口禁令延长，配额制度跟进；评估对中国生产商的影响-China Materials：DRC cobalt export ban extended, quota follows; assessing impact on Chinese producers

September 22, 2025 12:17 AM GMT China Materials | Asia Pacific DRC cobalt export ban extended, quota follows; assessing impact on Chinese producers Key Takeaways What's new? DRC announced a cobalt export ban extension to Oct 15, to be followed by export quotas: What's the impact? DRC accounted for 70%+ of global cobalt production in 2024, and we estimate these quotas would lead to a material supply decline in 2026-27. CMOC sold 109kt and 46kt cobalt in 2024 and 1H25. Assuming it can get a quota proportion s ...