Insight
Cobalt: 5 things to look for in 2023
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
2022 was eventful for cobalt, as we anticipated at the beginning of the year. It was very much a year of two halves with prices experiencing a rollercoaster ride. The cobalt market was marked by a shift in fundamentals, supply chain disruptions and price divergences across products and geographies. We expect 2023 to be a year of consolidation with a mixed bag of risks and opportunities for the industry.
Table of contents
- Automotive sector still leading growth
- Electronics to see some recovery
- A supply surplus on the horizon
- Costs and margins shifting
- Bifurcation trend reversing
Tables and charts
This report includes the following images and tables:
- Prices for key reagents
- Alloy-grade price vs chemical-grade price
- China price vs Europe price
What's included
This report contains:
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