On the evening of June 21st, the Strategic Minerals Market Supervision and Control Agency (ARECOMS) of the Democratic Republic of the Congo issued a document. Given the persistently high inventory levels in the market, it has decided to extend the temporary ban on February 22nd for another three months starting from the effective date of this decision. It is estimated that this move may cause the global cobalt industry to shift from an свръхпредлагайте до недостиг от 78, 000 тона през 2025 г., стимулирайки цената на кобалта, за да започне втора вълна на увеличение .
Кобалтът, като важен стратегически метал, се използва широко в литиеви батерии, постоянни магнитни двигатели, високотемпературни сплави, както и в много значими индустрии като нова енергия, аерокосмическо и медицинска помощ и заема незаменима позиция в съвременната индустрия .
The global cobalt reserves and supply are highly concentrated. According to USGS data, the cobalt resource reserves of the Democratic Republic of the Congo (48.2%), Australia (18.4%), and Cuba (6.4%) account for approximately 73% of the global total. In terms of output, the global cobalt production in 2024 was 290,000 tons, an increase of 21.8% year-on-year. Among them, the output of the Democratic Republic of the Congo was 22,000 tons, a year-on-year increase of 25.7%, accounting for 76% of the Общ глобален. Междувременно, поради постепенното въвеждане в експлоатация на никелови проекти на мокър процес в Индонезия, доставката на кобалтови суровини бързо нараства. Резултатът през 2024 г. е 28, 000 тона, увеличение с 47,4% на годишна база. Глобалният дял е приблизително 10%.
Независимо дали по отношение на резерви или производство, влиянието на Демократичната република Конго е от жизненоважно значение .
In February 2025, the Democratic Republic of the Congo announced a four-month ban on cobalt exports, which directly led to a 60% rebound in international cobalt prices from a nine-year low. It is estimated that the Democratic Republic of the Congo's suspension of cobalt raw material exports for four months will reduce the global supply of cobalt ore by approximately 73,000 tons, and cobalt will also shift from surplus to balance. This time, the Democratic Republic of the Congo has extended the ban for another three months. If the transportation period from February to March is taken into account, it is expected that there will be a supply gap of more than 80,000 tons in the global cobalt market within the year, and the cobalt price may rise отново .
The cobalt ban in the Democratic Republic of the Congo has a significant impact on China and Chinese enterprises. At present, Chinese-funded enterprises account for as high as 70% of the country's cobalt mining volume. More than 60% of China's cobalt ore and cobalt compounds rely on imports from the Democratic Republic of the Congo.
China Molybdenum Co., LTD., the world's largest cobalt producer, mainly sources its cobalt output from the two major copper-cobalt mines, TFM and KFM, located in the Democratic Republic of the Congo. In 2024, the cobalt metal output of China Molybdenum Co., Ltd. in Luoyang was 114,200 tons, a year-on-year increase of 106%, accounting for approximately 40% of the global total output and 50% of the total output in the Democratic Republic of the Congo.
