节点：下游（终端消费/应用）位置：下游情绪：中性参考度：2/10
嘉能可成为刚果民主共和国新钴出口配额制度下首家出口矿商，据政府及贸易界消息人士透露，该公司已完成首批少量货物出口以测试机制。刚果本周放行这批货物，需支付10%特许权使用费，标志着数月禁令解除后该国钴出口恢复。此前禁令曾导致钴价大幅上涨，挤压电动汽车用钴供应。刚果钴产量占全球70%以上，今年产量预计约28万吨，新配额系统10月16日启动，Q4出口配额18125吨，2026年起年度出口限制在96600吨。
中国中色矿业与全球最大钴生产商嘉能可获最大配额分配，中色矿业Q4配额6650吨，嘉能可3925吨。刚果监管机构ARECOMS保留10%份额作为战略储备。CMOC旗下...
The complete content requires login
You can view the full content after logging in. If you don't have an account, please register first.
This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
