Authoritative experts: battery ‘cobalt-cobiotic “is intended to shock the price speculation

Authoritative experts: battery 'cobalt-cobiotic

International cobalt prices began in August and rose by 20% from March low.. Why is the price of cobalt in the battery “cobalt-cobalt-cobalt” in TSLA rise? Is there a gap in supply and demand in cobalt, how is the future price trend? Is there a sustainable performance in the future? Xu Aidong, secretary general of my country’s Nonferrous Metal Industry Association Cobalt Branch, for you.

The power lithium battery “Cobble” is intended to shock the price speculation, and its long-term equilibrium price is about 10-20 US dollars / pound Xu Aidong said that the price of cobalt is only because of the stimulation of the storage news, the price of cobalt is naturally available. Fall back. Remove the occasional factors, judge from the supply and demand relationship, the long-term equilibrium price of cobalt should be 10-20 US dollars / lbs.

As for the power lithium battery “Cobaltization”, it has a great influence on cobalt prices. Xu Aidong believes that the purpose of “cobalt-cobaltization” is to do technical strategic reserves, from public opinion, the price speculation is shocked. To ensure reasonable use of cobalt.

After 2025, the power lithium battery will become the largest application field of cobalt. Xu Aidong said that the largest application field of cobalt is the battery (44% of the 3C battery, the power lithium battery accounts for 17% -18%), and there are high temperature alloys (aircraft engine, ship boat Gas turbine field), carbide (tool, drill bit), etc..

She predicts that the amount of cobalt with 3C batteries is still maintained in 2025. After 2025, the power lithium battery will exceed 3C batteries into the largest application field of cobalt..

Cobalt as a rare metal, can future supply meet demand? Xu Aidong believes that although most of the global cobalt resources are concentrated in the Congquity gold, the supply of cobalt supply is not short-term.. Because of the supply of cobalt raw materials, cobalt recovery is becoming an important channel for supplementing feedstock, 10% -12% of global cobalt supply come from recycling channels.

Xu Aidong believes that the capacity lithium battery recovery is very large, and the future will have more cobalt to supplement the supply of cobalt by recycling channels.. Cobalt recycling operations can contribute to a number of companies that have been launched by a number of companies.

The net profit of the three quarters of the cobalt industry related company has risen sharply. Will future performance continue to rise? Xu Aidong said that stable cobalt prices must contribute to the company’s future performance. In addition, cobalt recycling business will also bring profits to the company.

At present, Huayou Cobalt Industry, Green Mei and other companies have been layout in cobalt recycling business.. Xu Aidong my country’s Non-Colored Metal Industry Association Cobalt Division Secretary-General my country’s Non-Colored Metal Industry Association Nickel Industry Branch Standing Deputy Secretary-General An Taiko Information Co.

, Ltd. Chief Expert, Cobalt Nickel Chief Expert.

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