Cobalt Prices Hold Steady as Supply Remains Low and Demand Shows Limited Recovery

๊ฒŒ์‹œ๋จ: Dec 22, 2023 17:11
SMM Weekly Review: This week, cobalt prices remain stable. From the supply side, the operating rate of smelters is relatively low. From the downstream demand side, there has been an increase in spot inquiries this week, with some companies receiving sporadic new orders, which has slightly eased market demand compared to last week. However, due to the previous decline in cobalt salt prices, the cost of cobalt has weakened, resulting in market prices not following the upward trend in transactions. Overall, although there has been a small recovery in demand this week, it is limited and only seen in individual manufacturers, so overall demand remains relatively subdued. However, since cobalt salt prices are rising, cobalt is expected to see support from cost pressures and may see a simultaneous increase in price sentiment.

๋ฐ์ดํ„ฐ ์ถœ์ฒ˜ ์„ค๋ช…: ๊ณต๊ฐœ ์ •๋ณด๋ฅผ ์ œ์™ธํ•œ ๋ชจ๋“  ๋ฐ์ดํ„ฐ๋Š” SMM์ด ๊ณต๊ฐœ ์ •๋ณด, ์‹œ์žฅ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋ฐ SMM ๋‚ด๋ถ€ ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฐ€๊ณตํ•œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ์˜์‚ฌ๊ฒฐ์ • ๊ถŒ๊ณ ๋ฅผ ๊ตฌ์„ฑํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

๋ฌธ์˜ ์‚ฌํ•ญ์ด ์žˆ๊ฑฐ๋‚˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์›ํ•˜์‹œ๋ฉด ์•„๋ž˜๋กœ ์—ฐ๋ฝํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: lemonzhao@smm.cn
๋ฆฌ์„œ์น˜ ๋ณด๊ณ ์„œ ์—ด๋žŒ ๋ฐฉ๋ฒ•์— ๋Œ€ํ•œ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ์•„๋ž˜๋กœ ๋ฌธ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค:service.en@smm.cn
๊ด€๋ จ ๋‰ด์Šค
ํ…๋„ ๋ฐ˜๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ 314Ah ์…€, ์—๋„ˆ์ง€ ์ €์žฅ ์„ ๋‘ โ€“ 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ์ƒ์žฅ์‚ฌ ์‹ค์  ๋ฆฌ๋ทฐ (2)
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ํ…๋„ ๋ฐ˜๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ 314Ah ์…€, ์—๋„ˆ์ง€ ์ €์žฅ ์„ ๋‘ โ€“ 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ์ƒ์žฅ์‚ฌ ์‹ค์  ๋ฆฌ๋ทฐ (2)
๋” ๋ณด๊ธฐ
ํ…๋„ ๋ฐ˜๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ 314Ah ์…€, ์—๋„ˆ์ง€ ์ €์žฅ ์„ ๋‘ โ€“ 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ์ƒ์žฅ์‚ฌ ์‹ค์  ๋ฆฌ๋ทฐ (2)
ํ…๋„ ๋ฐ˜๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ 314Ah ์…€, ์—๋„ˆ์ง€ ์ €์žฅ ์„ ๋‘ โ€“ 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ์ƒ์žฅ์‚ฌ ์‹ค์  ๋ฆฌ๋ทฐ (2)
๊ฐ™์€ ๊ธฐ๊ฐ„, ํšŒ์‚ฌ๋Š” ๊ณ ๊ธ‰ ์ „๊ธฐ ์˜คํ† ๋ฐ”์ด์šฉ ํ•˜์ด๋ธŒ๋ฆฌ๋“œ ๊ณ ์ฒด-์•ก์ฒด ๋ฐฐํ„ฐ๋ฆฌ(72V50Ah, 72V100Ah)๋ฅผ ์ถœ์‹œํ–ˆ์œผ๋ฉฐ, 300Wh/kg ํ•˜์ด๋ธŒ๋ฆฌ๋“œ ๊ณ ์ฒด-์•ก์ฒด ์…€์€ ๋กœ๋ด‡ ์‘์šฉ ๋ถ„์•ผ์— ์†Œ๋Ÿ‰ ๋‚ฉํ’ˆ์„ ์‹œ์ž‘ํ–ˆ๋‹ค. ๋ฆฌํŠฌ ๋ฐฐํ„ฐ๋ฆฌ ์‚ฌ์—…์€ ์ƒ๋ฐ˜๊ธฐ ๋งค์ถœ 8์–ต 9,900๋งŒ ์œ„์•ˆ์„ ๊ธฐ๋กํ•˜๋ฉฐ ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 66.52% ์ฆ๊ฐ€ํ–ˆ๋‹ค.
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58๋ถ„ ์ „
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์ธ์กฐํ‘์—ฐ ์•ˆ์ •์„ธ ์† ๊ฐ€๊ฒฉ ์ƒ์Šน ๋Œ€๊ธฐ, ์ฒœ์—ฐํ‘์—ฐ์€ ์—ฌ์ „ํžˆ ๋ถ€์ง„ [SMM ๋ฆฌํŠฌ๋ฐฐํ„ฐ๋ฆฌ ์Œ๊ทน์žฌ ์›์ž์žฌ ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
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์ „ํ•ด์•ก ๊ฐ€๊ฒฉ, ์ด๋ฒˆ ์ฃผ ์ƒ์Šน (2026.8.31-9.3) [SMM ๋ฆฌํŠฌ ๋ฐฐํ„ฐ๋ฆฌ ์ „ํ•ด์•ก ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
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์ „ํ•ด์•ก ๊ฐ€๊ฒฉ, ์ด๋ฒˆ ์ฃผ ์ƒ์Šน (2026.8.31-9.3) [SMM ๋ฆฌํŠฌ ๋ฐฐํ„ฐ๋ฆฌ ์ „ํ•ด์•ก ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
๋” ๋ณด๊ธฐ
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์ „ํ•ด์•ก ๊ฐ€๊ฒฉ, ์ด๋ฒˆ ์ฃผ ์ƒ์Šน (2026.8.31-9.3) [SMM ๋ฆฌํŠฌ ๋ฐฐํ„ฐ๋ฆฌ ์ „ํ•ด์•ก ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
[SMM ๋ฆฌํŠฌ ๋ฐฐํ„ฐ๋ฆฌ ์ „ํ•ด์•ก ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ: ์ด๋ฒˆ ์ฃผ ์ „ํ•ด์•ก ๊ฐ€๊ฒฉ ์ƒ์Šน (2026.8.31-9.3)] 2026๋…„ 8์›” 31์ผ๋ถ€ํ„ฐ 9์›” 3์ผ๊นŒ์ง€ ์ „ํ•ด์•ก ๊ฐ€๊ฒฉ์ด ์ƒ์Šนํ–ˆ๋‹ค. ํ–ฅํ›„ ์ „ํ•ด์•ก ์‹œ์žฅ ๊ฐ€๊ฒฉ ์ถ”์ด๋Š” ์›์ž์žฌ ๊ฐ€๊ฒฉ ๋ณ€๋™๊ณผ ๊ทธ ์ „์ด ํšจ๊ณผ์— ๋Œ€ํ•œ ์ง€์†์ ์ธ ์ถ”์ ์ด ํ•„์š”ํ•˜๋‹ค.
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SMM Weekly Review: This week, cobalt prices remain stable. From the su - Shanghai Metals Market (SMM)