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市場調查報告書

鈷:市場展望

Cobalt Global Industry, Markets & Outlook 2018 - 14th Edition

出版商 Roskill Information Services 商品編碼 48871
出版日期 內容資訊 英文
商品交期: 最快1-2個工作天內
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鈷:市場展望 Cobalt Global Industry, Markets & Outlook 2018 - 14th Edition
出版日期: 2018年06月12日 內容資訊: 英文
簡介

鈷,中非的產銅地帶為主要供給來源,大部分作為銅/鈷硫化礦床的銅或鎳的副產品開採。其中剛果共和國有全球最大的產量,2015年佔全球供給量的約60%。古巴和俄羅斯及澳洲的鎳開採經營也成為重要的供給來源。煉製鈷的生產量,2015年最大達近98kt。其中近3分之生產鈷的化學品。鈷金屬需求前景明亮,煉製鈷大部分用於鎳合金和工具材料,磁鐵等。由於航太及工業生產部門的強大需求,到2026年的鈷金屬的需求穩定。

本報告提供鈷的產狀,蘊藏量,全球分佈等分析,各國家、企業的生產量、消費量,各最終用途製造、消費趨勢,進出口趨勢,價格趨勢等資料彙整,並將其結果為您概述為以下內容。

第1章 摘要整理

第2章 簡介,蘊藏量、生產

第3章 鈷的開採、加工、成本

第4章 全球鈷生產量

第5章 鈷生產:各國

第6章 鈷的國際貿易

第7章 全球鈷消費

第8章 鈷的最終用途

第9章 鈷價格

第10章 鈷的展望

第11章 企業簡介

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目錄

The above site is including 12 month subscription.

12 month subscription includes:

  • Analysis of the Cobalt report with forecast to 2027
  • Access to the report online through Roskill Interactive for up to 5 users
  • Quarterly updates of the main drivers of the cobalt market
  • Access to the analysts for discussion around report content

Prices for cobalt metal hit their highest levels in ten years in H1 2018, reaching over US$90,000/t on the LME. Since 2017, a tight market, set against anticipated demand for cobalt in lithium-ion batteries and concerns over long-term access to cobalt resources, has helped prices reach dizzying heights. These longer-term narratives and countless other factors such as instability in the DRC, substantial physical stockpiling as investors seek exposure, and the very public moves from major consumers looking to secure future cobalt supply have all helped to elevate prices in this trader-dominated market.

Cobalt is used in a wide range of applications including batteries, nickel alloys, tool materials, catalysts and magnets. With demand across most major end-use applications set to increase, and with demand from the battery sector expected to enjoy double-digit growth over the coming decade, the market is gearing itself up for a sustained period of unprecedented consumption growth. Roskill's base-case forecast suggests that demand from the battery sector alone could reach 240kt by 2027 (more than double the size of the whole market today).

This will require huge volumes of new mine, intermediate, and refined capacity. While the major refined producers in China all have aggressive expansion plans, Roskill considers that the recent rate of capacity expansion will need to increase if supply is to meet demand through the next decade. Crucially, this refined capacity will need feedstock, and while there should be sufficient amounts to 2021 (if Glencore's Katanga, ERG's RTR, and Chemaf's Mutoshi operations bring units into the market as expected) there is considerable uncertainty thereafter, and much will then depend on expansion projects at existing producers and the successful development on greenfield and brownfield projects. Roskill believes that a combination of further expansions, the restart of some operations on care and maintenance, recycling, supply from non-mine sources in the DRC and new projects will be required if supply is to meet demand.

Roskill experts will answer your questions:

  • How do copper and nickel market dynamics impact supply?
  • Which companies are the major producers?
  • Which factors drive production in the DRC?
  • How will battery production trends impact demand?
  • Where will new sources of feedstock come from?
  • How will prices perform to 2027?

Table of Contents

  • 1. Executive Summary
  • 2. Cobalt Flowchart
  • 3. World Production
  • 4. World Consumption
  • 5. International Trade
  • 6. Prices
  • 7. Outlook
  • 8. Background
  • 9. Country Profiles
  • 10. End-uses
  • 11. Company Profiles
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