Minmetals New Energy rapporte des taux d'utilisation de capacité de 80 % pour le LFP et de 30 % pour les matériaux cathodiques ternaires.

In H1 2026, the cobalt market exhibited two concurrent trends: improved prices YoY and a pullback in prices within the year. Based on the semi-annual reports disclosed so far, most sample enterprises reported improved revenue or profit YoY, but the performance of the cobalt segment was also influenced by factors such as quota policies, production and sales pace, product mix, and working capital arrangements. This article reviews resource-oriented enterprises including Glencore, CMOC, and Sherritt, as well as smelting and materials enterprises such as Huayou Cobalt, CNGR Advanced Material, GEM, Tengyuan Cobalt, Hanrui Cobalt, and Umicore.