Insight
Cobalt: 5 things to look for in 2023
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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:
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