[SMM Analysis] Data Impor dan Ekspor Belerang dan Asam Sulfat Kanada untuk Juli

According to overseas industry media on September 7, citing official DRC data, state-owned artisanal cobalt buyer Entreprise Générale du Cobalt (EGC) exported 3,531 tonnes of contained cobalt, equivalent to about 9,948 tonnes of cobalt hydroxide, in the first half of 2026, ranking it as the country’s fifth-largest cobalt hydroxide exporter. Total contained cobalt exports from 21 DRC mining operators reached about 41,140 tonnes during the period. EGC also processed around 2,820 tonnes of traceable artisanal cobalt in H1, indicating that formalized artisanal mining is developing into a more stable commercial supply source. The company, owned by Gécamines, is responsible for formalizing the purchase and marketing of artisanal cobalt. As the DRC continues implementing export quotas and strengthening artisanal mining regulation, EGC’s role in the country’s cobalt supply chain is expanding. Authorities are also promoting designated artisanal mining zones, cooperative oversight, insurance and third-party certification to improve traceability, safety and international acceptance of artisanal cobalt.

CPCA merilis data yang menunjukkan bahwa pada bulan Agustus, ekspor NEV kendaraan penumpang mencapai 518.000 unit, naik 154,7% YoY dan turun 5,0% MoM. NEV menyumbang 58,4% dari ekspor kendaraan penumpang, naik 18 poin persentase dibandingkan periode yang sama tahun lalu. Di antaranya, kendaraan listrik murni menyumbang 63,4% dari ekspor NEV (66,0% pada periode yang sama tahun lalu). Pada bulan Agustus, eksportir NEV dengan kinerja terbaik adalah BYD (184.446 unit), Geely (69.910 unit), Chery (68.431 unit), Tesla China (36.119 unit), Changan Automobile (28.323 unit), SAIC Motor Passenger Vehicle (24.991 unit), Leap Motor (18.255 unit), dan SAIC-GM-Wuling (17.376 unit).