节点：下游（终端消费/应用）位置：下游情绪：利好参考度：10/10
美国国防部将在2025年11月底重新发布一项价值5亿美元的钴招标 ，预计在2026年2月授标。国防后勤局最初向淡水河谷公司、住友金属矿业以及嘉能可的尼克尔韦克工厂寻求7500吨合金级钴 。然而，由于存在未解决的问题和错过截止日期，8月的招标在10月被取消。
钴价格上涨，这是由刚果民主共和国的供应调整以及电动汽车需求复苏所推动的，这促使了此次重新招标 。目前电动汽车电池对钴的消费已超过航空航天和工业合金对钴的需求。因此，国防部重新招标旨在确保长期的固定价格合同，同时减轻市场波动。
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