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市場調查報告書

鈷:市場展望

Cobalt: Global Industry, Markets & Outlook - 13th Edition

出版商 Roskill Information Services 商品編碼 48871
出版日期 內容資訊 英文 336 Pages, 7 Chapters, 241 Tables, 37 Figures
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 - 13th Edition
出版日期: 2017年05月15日 內容資訊: 英文 336 Pages, 7 Chapters, 241 Tables, 37 Figures
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
Product Code: ISBN: 978 1 910922 26 2

The above site is including 12 month subscription.

12 month subscription includes:

  • Analysis of the Cobalt report with forecast to 2026
  • 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

Cobalt became a >100ktpy market in 2015. Over the past few years, the cobalt sector has worked through a period of oversupply and has since remained broadly in balance. Nonetheless, despite strong demand growth, especially from the batteries sector, excess capacity and production weighed on prices. The result was a period of price stagnation. In Q1 2017, there was an enormous uptick in the cobalt price. Q1 prices averaged US$21/lb and strengthened further in Q2. By Q3, prices were above US$30/lb.

The price rises seen in 2017 have been driven by several factors. On the demand side, the market's reaction to the anticipated demand for cobalt in lithium-ion batteries is the principal reason. Consumption in cobalt in batteries increased at 16%py over the 2009 to 2016 period, as demand for portable consumer electronics (and the cobalt-containing lithium-ion batteries within) continued unabated. While growth in demand for portable consumer electronics is now expected to slow, demand from the automotive sector is set to increase. Roskill's baseline forecast suggests that demand from the battery sector will increase at a rate of more than 15%py to 2026. Elsewhere on the demand side, the outlook is also positive. All major end-uses for cobalt are expected to see steady growth over the medium term, even though some represent relatively mature markets.

With cobalt demand expected to surge, concerns have arisen as to whether there will be enough cobalt to meet demand. Refined capacity expansions, mostly in China, will help supply meet demand to 2021, but thereafter further expansions will be required. Moreover, the feedstock for this additional capacity will also need to be found, and while most will come from increases from existing producers, the rest will need to be supplied by new projects, artisanal mines, tailings reprocessing or new or restarted nickel mines. As many existing and potential producers are in the DRC, continued political instability and concerns about energy and infrastructure in the country remain a core driver of market sentiment.

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?
  • How is it traded internationally?
  • How will prices perform to 2026?

Table of Contents

  • 1. Executive summary
  • 2. Introduction, reserves, occurrence
  • 3. Mining, processing & costs
  • 4. Overview of world production
  • 5. Production by country
  • 6. International trade
  • 7. Overview of world consumption
  • 8. End-uses for cobalt
  • 9. Cobalt prices
  • 10. Outlook for cobalt
  • 11. Company profiles
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