节点:下游(终端消费/应用)位置:下游情绪:中性参考度:2/10
全球最大钴产国刚果民主共和国(DRC)矿业监管机构ARECOMS发布声明,原定2025年第四季度(10月16日至12月31日)的钴出口配额可延长执行至2026年一季度末(3月31日)。此举旨在应对新钴出口配额体系筹备耗时超预期的问题,避免供应骤然中断,为全球电动车与电池产业链提供缓冲期。刚果(金)供应全球超70%钴矿,今年全球钴矿产量约28万吨,此前数月出口禁令曾引发国际钴价急剧上涨及供应紧张。
刚果(金)于10月16日启动新配额制度,2025Q4配额总量18125吨,2026年起年度出口上限96600吨。全球最大钴生产商洛阳钼业旗ĸ..
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