Fastmarkets MB pricing reporters and analysts provide their cobalt market data insights and analysis, and a summary of the market news likely to dominate contractual discussions, as negotiations gather pace in time for LME Week 2018.
FOCUS: Rising cobalt prices fuel interest for scrap as sulfate feed substitute; widespread EV battery recycling ‘will take time’
FOCUS: Cobalt traders jump on arbitrage opportunities in weakening summer markets
Increased cobalt demand, low-grade premium hint at imminent price turnaround
FOCUS: Financial constraints could impede Chinese cobalt sulfate price rebound
FOCUS: Could a US tariff hike shift cobalt trade flows?