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[SMM Analysis] short-term supply and demand Analysis of Cobalt Raw Materials in Chinese Market
May 22,2020 15:48CST
The content below was translated by Tencent automatically for reference.

SMM, May 22:


As can be seen from the above picture, the domestic import of cobalt raw materials is still high in April 2020. According to SMM research, the high import volume of cobalt raw materials in April is mainly due to the detention of orders from February to March by some enterprises, and some enterprises are worried about early delivery of raw materials for export in May. Considering the transportation cycle, raw material imports will fall sharply in May. SMM customers revealed that as of mid-May, South African port order has not yet been fully restored, finding and arranging ships is still difficult, and domestic smelters are expected to receive cobalt raw materials from South Africa one after another after mid-June.


Import and export
cobalt intermediate
cobalt concentrate

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