Insight
Cobalt: 5 things to look for in 2023
This report is currently unavailable
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 3 images and tables including:
- Prices for key reagents
- Alloy-grade price vs chemical-grade price
- China price vs Europe price
What's included
This report contains:
Other reports you may be interested in
Insight
China's commodity markets: 5 things to look for in 2017
We look ahead to what 2017 could have in store for China's commodity markets and discuss five factors that could surprise the markets.
$950
Insight
2024 guidance: upstream companies' capital budgets and production targets
Rolling company guidance tracker with 2024 investment plans and volume targets
$1,350
Insight
Lithium and cobalt: what to look for in 2019
In this report we look at some of the key events of 2018, and what to expect this year in the lithium and cobalt sectors.
$1,050