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市場調查報告書
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975176

鈷開採:至2024年的預測 - 包含COVID-19的影響的更新

Global Cobalt Mining to 2024 - Update with Impact of COVID-19

出版日期: | 出版商: GlobalData | 英文 55 Pages | 訂單完成後即時交付

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  • 全貌
  • 簡介
  • 目錄
簡介

在全球範圍內,鈷通常是作為銅或鎳的副產品開採,而剛果民主共和國的鈷儲量佔全球總儲量的一半以上。 在2018年強勁成長23.3%之後,全球鈷產量在2019年下降了5.4%。此外,COVID-19對金屬產量產生了重大影響,預計2020年將下降18.2%,至114.5Kt。

由於大流行的影響和Mutanda礦山的持續關閉,剛果民主共和國的產量預計將下降21.6%。 大流行的限制也導致了全球21個採礦活動的暫時關閉。 展望未來,GlobalData估計全球鈷生產將在2021年至2024年之間反彈,隨著價格下跌,預計2023年Mutanda礦山將重啟。

全球鈷需求是由電動汽車(EV)產業驅動,因為鈷是電動汽車中使用的鋰離子電池的關鍵組件。 由於電動汽車製造商考慮使用無鈷電池以降低成本的潛力,因此鈷的長期前景仍不確定。

本報告提供全球鈷開採的相關調查,鈷的蘊藏量,生產量,價格,開採計劃,需求和貿易,主要企業的簡介等資訊。

目錄

目錄

  • 摘要整理
  • 蘊藏量,生產量,價格
  • 各國全球鈷蘊藏量
    • 澳洲
    • 菲律賓
    • 鈷的生產
    • 剛果民主共和國(DRC)
    • 其他地區
  • 鈷資產
  • 階段以及各國:開採計劃
  • 運作中的礦山
  • 探勘計劃
  • 開發計劃
  • 鈷價格
  • 需求與貿易
  • 電動車(EV)的需求
  • EV電池的需求
  • 電池技術的演進和鈷的影響
  • 電池成本分析
  • 亞太地區的EV政策
  • 主要出口業者及進口業者
  • 主要鈷生產者
  • 各企業生產
  • 各企業的礦山和計劃
  • 企業簡介
    • Glencore Plc
    • Vale SA

附錄

  • 簡稱
  • 調查手法
  • 調查範圍
  • 2次調查
  • 諮詢方式
目錄
Product Code: GDMMGCB001MR

GlobalData's "Global Cobalt Mining to 2024 - Update with Impact of COVID-19" provides a comprehensive analysis of the global cobalt industry. The report provides historical and forecast data analysis on cobalt reserves and production by country, along with the impact COVID-19 has had to date on the cobalt industry. The report also examines trends in imports and exports and an analysis of the demand drivers, with information on various factors that are affecting global cobalt demand, such as growth in electric vehicle sales, EV battery production and trends in battery technology. Finally, the report includes profile of the major cobalt producers along with information on their output, revenues and key operating mines.

Globally, cobalt is typically mined as a by-product of copper or nickel and with over half of the global reserves found in DRC. After a strong growth of 23.3% in 2018, the global cobalt production fell by 5.4% in 2019. Further, The COVID-19 has a significant impact over the metal production, with an expected fall of 18.2% in 2020 to 114.5Kt. Meanwhile, the production in DRC is expected to fall by 21.6%, due to the pandemic impact and the continued closure of the Mutanda mine. The pandemic restrictions have also led to the temporary closure of 21 mining operations across the world. Looking ahead, GlobalData estimates the global cobalt production to rebound between 2021 and 2024, with the expected restart of the Mutanda mine in 2023, which was temporarily closed in November 2019, on the back of falling prices. The global cobalt demand is driven by the electric vehicles (EVs) industry, as cobalt is a key component for the lithium-ion batteries used in EVs. The long-term outlook for cobalt remains uncertain, as the EVs manufacturers are looking at the potential to use cobalt free batteries in order to reduce cost.

Scope

  • The report contains an overview of global cobalt mining industry including key demand driving factors affecting the global cobalt mining industry.
  • It provides detailed information on reserves, reserves by country, production, production by country, COVID-19 impact over the global cobalt production, major operating mines, cobalt prices, competitive landscape, major exploration and development projects, major demand drivers for cobalt incluidng demand from EV, EV production, battery demand, battery technology, EV policies and major exporters and importers.

Reasons to Buy

  • To gain an understanding of the global cobalt mining industry and the impact COVID-19 is having on the metal's demand and supply
  • To understand historical and forecast trends in global cobalt production.
  • To assess the major importers and exporters of cobalt
  • To understand the future potential for end user markets, such as global EV markets, and EV policies in China, India, South Korea and Japan
  • To analyse the key players in the global cobalt mining industry
  • To gain an understanding of major active, exploration and development projects
  • To understand the future demand outlook of cobalt and major upcoming developments in EV battery technology

Table of Contents

Table of Contents

  • Executive Summary
  • Reserves, Production and Prices
  • Global Cobalt Reserves by Country

DRC

  • Australia
  • The Philippines
  • Cobalt Production
  • Democratic Republic of Congo (DRC)
  • Rest of the World
  • Cobalt Assets
  • Mines and Projects by Stage and Country
  • Active Mines
  • Exploration Projects
  • Development Projects
  • Cobalt Prices
  • Demand and Trade
  • Demand from Electric Vehicles (EVs)
  • Demand for EV Batteries
  • Evolution of Battery Technology and the Impact of Cobalt
  • Battery Cost Analysis
  • EV Policies in APAC
  • Major Exporters and Importers
  • Major Cobalt Producers
  • Production by Company
  • Mines and Projects by Company
  • Company Profiles
  • Glencore Plc
  • Vale SA

Appendix

  • Abbreviations
  • Methodology
  • Coverage
  • Secondary Research
  • Contact Us

List of Tables

List of Tables

  • Table 1: Global Cobalt Mining - Cobalt Reserves by Country (Thousand Tonnes), January 2020
  • Table 2: Global Cobalt Mining - Top Active Mines in DRC by Total Ore Reserves (Million Tonnes), 2020
  • Table 3: Global Cobalt Mining - Top Active Mines in Australia by Total Ore Reserves (Million Tonnes), 2020
  • Table 4: Global Cobalt Mining - Top Active Mines in Philippines by Total Ore Reserves (Million Tonnes), 2020
  • Table 5: Global Cobalt Mining - Historical and Forecast Cobalt Mine Production By Country (Thousand Tonnes), 2004-2024
  • Table 6: Global Cobalt Mining - Cobalt Production in DRC (Thousand Tonnes), 2004-2024
  • Table 7: Global Cobalt Mining - Projects Count by Country and Stage, 2020
  • Table 8: Global Cobalt Mining - Active Mines, 2020
  • Table 9: Global Cobalt Mining - Exploration Projects, 2020
  • Table 10: Global Cobalt Mining - Development Projects, 2020
  • Table 11: Global Cobalt Mining - Cobalt Annual Prices (US$/lb), 2011-2024
  • Table 12: Global Cobalt Mining - EV Battery Capacity by Region (GWh), 2019-2024
  • Table 13: Global Cobalt Mining - EV Battery Capacity by Region (GWh), 2019-2024
  • Table 14: Global Cobalt Mining - Upcoming Battery Manufacturing Plants (GWh), 2020
  • Table 15: Global Cobalt Mining - EV Battery Shipments by Major Players (GWh), 2019-2024
  • Table 16: Global Cobalt Mining - Tesla's Upcoming EV Models
  • Table 17: Global Cobalt Mining - Top Exporters of Cobalt , 2019
  • Table 18: Global Cobalt Mining - Top Importers of Cobalt, 2019
  • Table 19: Global Cobalt Mining - Number of Operating, Development and Exploration Projects by Company, 2020
  • Table 20: Global Cobalt Mining - Glencore's Major Cobalt Deals
  • Table 21: Global Cobalt Mining - Glencore Plc, Major Projects, 2020
  • Table 22: Global Cobalt Mining - Vale SA, Major Projects, 2020

List of Figures

List of Figures

  • Figure 1: Global Cobalt Mining - Cobalt Reserves by Country (Million Tonnes), January 2017 - 2020
  • Figure 2: Global Cobalt Mining - Cobalt Reserves by Country (%), January 2020
  • Figure 3: Global Cobalt Mining - Historic and Forecast Cobalt Production By Country (Thousand Tonnes), 2004-2024
  • Figure 4: Global Cobalt Mining - Cobalt Mine Production in DRC (Thousand Tonnes), 2004-2024
  • Figure 5: Global Cobalt Mining - Cobalt Mine Count By Country and Stage (%), 2019
  • Figure 6: Global Cobalt Mining - World Cobalt Prices, Annual (US$/lb), 2011-2024
  • Figure 7: Global Cobalt Mining - Top Markets for EV Production (Thousand Units), 2014-2034
  • Figure 8: Global Cobalt Mining - EV Production Type by Top Market (Thousand Units), 2018-2019
  • Figure 9: Global Cobalt Mining - EV Battery Composition, (%) 2019
  • Figure 10: Global Cobalt Mining - Share of Global EV Battery Capacity Comparison By Region (%), 2019-2024
  • Figure 11: Global Cobalt Mining - EV Battery Total capacity by Major Players (GWh), 2019-2024
  • Figure 12: Global Cobalt Mining - Global EV Battery Total Capacity By Type (GWh), 2019-2024
  • Figure 13: Global Cobalt Mining - Global EV Battery Shipments by Major Players (GWh), 2016-2019
  • Figure 14: Global Cobalt Mining - EV Battery Cost Trend and Forecast (%), 2014-2024
  • Figure 15: Global Cobalt Mining - Share of Cathode in EV Battery (%), 2017-2024
  • Figure 16: Global Cobalt Mining - EV Battery Cost Trend and Forecast (US$/KWh), 2014-2024
  • Figure 17: Global Cobalt Mining - Chinese EV Policy
  • Figure 18: Global Cobalt Mining - EV Policy in South Korea, India and Japan
  • Figure 19: Global Cobalt Mining - Top Exporters and Importers of Cobalt, 2019
  • Figure 20: Global Cobalt Mining - Share of Top Exporters and Importers of Cobalt (%), 2019
  • Figure 21: Global Cobalt Mining - Cobalt Production by Major Company (Thousand Tonnes), 2018-2019
  • Figure 22: Global Cobalt Mining - Number of Operating, Development and Exploration Projects by Company, 2020