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コバルト産業の世界・中国市場の分析

Research Report on Global and China's Cobalt Industries, 2019-2023

発行 China Research and Intelligence 商品コード 854690
出版日 ページ情報 英文 50 Pages
納期: 即日から翌営業日
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本日の銀行送金レート: 1USD=109.52円で換算しております。
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コバルト産業の世界・中国市場の分析 Research Report on Global and China's Cobalt Industries, 2019-2023
出版日: 2019年06月03日 ページ情報: 英文 50 Pages
概要

当レポートでは、世界・中国のコバルト産業について調査分析し、発展環境、需要と供給、下流工程産業の分析、価格動向、主要企業、主要促進要因と市場機会、産業の見通しなどについて、体系的な情報を提供しています。

第1章 コバルト産業の基本概念

  • 定義・分類
  • コバルト産業の発展
  • コバルトの機能・用途
  • 調査手法

第2章 世界・中国のコバルト産業の発展環境

  • 経済環境
  • 政策環境
  • 資源環境
  • 中国の非鉄金属産業の発展環境
  • コバルトの下流工程の主な用途

第3章 世界・中国のコバルト産業の分析

  • コバルトの供給分析
  • コバルトの需要分析
  • 中国におけるコバルトの輸出入分析
  • コバルトの価格動向

第4章 コバルトの産業チェーン分析

  • コバルトの産業チェーン構成
  • 上流工程の原材料
  • コバルトの製錬
  • 下流工程産業

第5章 コバルト産業の競合分析

  • コバルト産業の参入障壁
  • コバルト産業の競合情勢

第6章 中国・世界における主要なコバルト製錬業者

  • 主要なコバルト採掘・製錬企業
    • Glencore PLC
    • Vale S.A.
    • Eurasian Resources Group
    • Zhejiang Huayou Cobalt Co., Ltd.
    • Nanjing Hanrui Cobalt Co., Ltd.
    • Jiangsu Cobalt Nickel Metal Co., Ltd.
    • China Molybdenum Co., Ltd.
    • Jinchuan Group Co., Ltd.
    • China Railway Resources Group Co., Ltd.
    • Ramu Nico Management (MCC) Limited
  • 下流工程の材料生産業者
    • GEM Co., Ltd.
    • Ningbo Shanshan Co., Ltd.
    • Beijing Easpring Material Technology Co., Ltd.
    • Xiamen Tungsten Co., Ltd.
    • Zhejiang Huayou Cobalt Co., Ltd.
    • Hunan Brunp Recycling Technology Co., Ltd.
    • Hunan Changyuan Lico Co., Ltd.
    • Ningbo Jinhe New Materials Co., Ltd.
    • Hunan Shenghua Technology Co., Ltd.
    • BTR New Energy Materials Inc.

第7章 世界・中国のコバルト産業の見通し

  • コバルト産業の発展影響要因
  • コバルト供給予測
  • コバルト需要予測
  • コバルト産業の動向
目次
Product Code: 1905392

The industry chain of cobalt mainly includes cobalt ore mining and dressing (upstream), cobalt smelting and processing (midstream) and terminal utilization of cobalt (downstream). In the upstream, Congo (Kinshasa) accounts for nearly half of the global cobalt ore reserves and production; in the midstream, China contributes nearly half to global production capacity and production volume of cobalt salts, cobalt and cobalt powder; in the downstream, cobalt is applied in batteries, high-temperature alloys, cemented carbides, magnetic materials, etc.

By the end of 2018, global cobalt reserves totaled about 7 million tons, 3.30 million tons or 40% of which were in Congo (Kinshasa). Australia, Cuba. Etc. accounted for 5% to 15% respectively while China only accounted for only about 1%. However, Chinese enterprises ranked the first in the world in terms of production volume.

In 2018, the global production volume of cobalt was about 145,000 tons, increasing by nearly 20% YOY. The production volume of cobalt in Congo (Kinshasa) was about 106,000 tons, increasing by over 40% YOY. Cobalt production expanded rapidly in Congo (Kinshasa) mainly because Glencore's KCC project produced 11,000 tons of cobalt in 2018 after it resumed production and other major cobalt mines increased production in varying degrees. But as the cobalt produced by the KCC project in 2018 and 2019 contains excessive uranium, it cannot be put on the spot market at present. In 2018, the global production volume of refined cobalt reached 126,000 tons, increasing by about 9% YOY. In China, the production volume of refined cobalt exceeded 80,000 tons and the market demand exceeded 60,000 tons. Besides, cobalt demand also increased. However, global cobalt prices dropped sharply in 2018 because of oversupply.

In recent years, global cobalt production stay above 100,000 tons/year and cobalt demand is also small. Therefore, cobalt prices can be easily manipulated to soar or slump, which is different from copper, aluminum, lead, zinc and other bulk commodities.

According to CRI, cobalt is mostly used in battery materials. It is estimated that in 2018, more than 50% of global cobalt consumption was attributable to the materials for 3C batteries, energy storage batteries, power batteries for new energy vehicles and other batteries. In recent years, China is the world's largest producer and seller of electric vehicles. In 2018, battery materials accounted for about 80% cobalt consumption in China.

If there is no major technological innovation, the cobalt demand from cemented carbides, high-temperature alloys and magnetic materials will remain stable in the next few years. And battery materials will be the largest growth driver for the cobalt demand from 2019 to 2023.

It is expected that li-ion batteries for electric vehicles will be the largest growth area for cobalt consumption in the battery sector. In recent years, the global production volume of electric vehicles has been growing fast at a growth rate far exceeding that of traditional vehicles. In 2018, the production volume of electric vehicles in China reached about 1.29 million units, increasing by 60% as compared to 2017. The demand for cobalt, an important raw material for electric vehicle batteries, will grow rapidly. Power batteries have taken up the largest proportion of the downstream applications of cobalt.

As global new energy vehicle industry is developing rapidly, the global cobalt demand will also continue to rise. It is expected that from 2019 to 2023, the global production volume of new energy vehicles will grow at a CAGR of over 30%, the cobalt demand from ternary materials will grow at a CAGR of over 50% and the demand for energy storage lithium batteries will grow at a CAGR of nearly 50%. Meanwhile, ternary batteries will see an increase in penetration rate and their demand for cobalt will grow at a CAGR of 100%. The cobalt demand from 3C batteries and industrial batteries will maintain a CAGR of 2% to 3%. Overall, the CAGR of global cobalt demand will stay around 10% from 2019 to 2023.

Topics covered:

  • Development environment for the cobalt industry
  • Supply of and demand for cobalt on global and Chinese markets
  • Analysis on major downstream industries of cobalt
  • Price trend of cobalt
  • Major cobalt mining and smelting enterprises and downstream enterprises in China and the world
  • Driving forces and market opportunities for the cobalt industry from 2019 to 2023
  • Threats and challenges to the cobalt industry from 2019 to 2023
  • Prospect of global and China's cobalt industries from 2019 to 2023

Table of Contents

1. Basic Concepts of the Cobalt Industry

  • 1.1. Definition and Classification
    • 1.1.1. Definition
    • 1.1.2. Classification
  • 1.2. Development of the Cobalt Industry
    • 1.2.1. Development of Global Cobalt Industry
    • 1.2.2. Development of China's Cobalt Industry
  • 1.3. Functions and Applications of Cobalt
  • 1.4. Methodology
    • 1.4.1. Parameters and Assumptions
    • 1.4.2. Data Sources
    • 1.4.3. About CRI

2. Development Environment for Global and China's Cobalt Industries

  • 2.1. Economic Environment
    • 2.1.1. Global Economy
    • 2.1.2. China's Economy
    • 2.1.3. Development of Global and China's New Energy Vehicle Industries
  • 2.2. Policy Environment
  • 2.3. Resource Environment
  • 2.4. Development Environment for China's Non-ferrous Metal Industry
  • 2.5. Major Downstream Applications of Cobalt
    • 2.5.1. Li-ion Power Batteries (New Energy Vehicles)
    • 2.5.2. Magnetic Materials
    • 2.5.3. Alloys

3. Analysis on Global and China's Cobalt Industries

  • 3.1. Analysis on Cobalt Supply
    • 3.1.1. Cobalt Supply in the World, 2014-2018
    • 3.1.2. Cobalt Supply in China
  • 3.2. Analysis on Cobalt Demand
    • 3.2.1. Cobalt Demand in the World
    • 3.2.2. Cobalt Demand in China
  • 3.3. Analysis on Import and Export of Cobalt in China
    • 3.3.1. Cobalt Import
    • 3.3.2. Cobalt Export
  • 3.4. Price Trend of Cobalt, 2016-2019
    • 3.4.1. Price Trend of Cobalt on the Global Market
    • 3.4.2. Price Trend of Cobalt on the Chinese Market

4. Analysis on Industry Chain of Cobalt

  • 4.1. Composition of Industry Chain of Cobalt
  • 4.2. Upstream Raw Materials
  • 4.3. Cobalt Smelting
  • 4.4. Downstream Industries

5. Analysis on Competition in the Cobalt Industry

  • 5.1. Barriers to Entry in the Cobalt Industry
    • 5.1.1. Fund Barrier
    • 5.1.2. Technical Barrier
    • 5.1.3. Policy Barrier
    • 5.1.4. Raw Material Barrier
  • 5.2. Competitive Landscape of the Cobalt Industry
    • 5.2.1. Bargaining Power of Upstream Raw Material Suppliers
    • 5.2.2. Bargaining Power of Downstream Customers
    • 5.2.3. Competition in the Cobalt Industry
    • 5.2.4. Potential Entrants to the Cobalt Industry
    • 5.2.5. Substitutes for Cobalt

6. Major Cobalt Smelters in China and the World, 2018-2019

  • 6.1. Major Cobalt Mining and Smelting Enterprises
    • 6.1.1. Glencore PLC
    • 6.1.2. Vale S.A.
    • 6.1.3. Eurasian Resources Group
    • 6.1.4. Zhejiang Huayou Cobalt Co., Ltd.
    • 6.1.5. Nanjing Hanrui Cobalt Co., Ltd.
    • 6.1.6. Jiangsu Cobalt Nickel Metal Co., Ltd.
    • 6.1.7. China Molybdenum Co., Ltd.
    • 6.1.8. Jinchuan Group Co., Ltd.
    • 6.1.9. China Railway Resources Group Co., Ltd.
    • 6.1.10. Ramu Nico Management (MCC) Limited
  • 6.2. Downstream Material Producers
    • 6.2.1. GEM Co., Ltd.
    • 6.2.2. Ningbo Shanshan Co., Ltd.
    • 6.2.3. Beijing Easpring Material Technology Co., Ltd.
    • 6.2.4. Xiamen Tungsten Co., Ltd.
    • 6.2.5. Zhejiang Huayou Cobalt Co., Ltd.
    • 6.2.6. Hunan Brunp Recycling Technology Co., Ltd.
    • 6.2.7. Hunan Changyuan Lico Co., Ltd.
    • 6.2.8. Ningbo Jinhe New Materials Co., Ltd.
    • 6.2.9. Hunan Shenghua Technology Co., Ltd.
    • 6.2.10. BTR New Energy Materials Inc.

7. Prospect of Global and China's Cobalt Industries, 2019-2023

  • 7.1. Factors Influencing Development of the Cobalt Industry
    • 7.1.1. Driving Forces and Market Opportunities
    • 7.1.2. Threats and Challenges
  • 7.2. Forecast on Cobalt Supply, 2019-2023
  • 7.3. Forecast on Cobalt Demand, 2019-2023
  • 7.4. Trends of the Cobalt Industry

Selected Charts

  • Chart Cobalt Reserves in Major Regions of the World in 2018
  • Chart Policies on China's Cobalt Industry, 2015-2019
  • Chart Completed Fixed-asset Investment in China's Non-ferrous Metals Mining and Dressing Industry, 2014-2018
  • Chart Global Production Volume of Cobalt Ores, 2014-2018
  • Chart Global Production Volume of Refined Cobalt, 2014-2018
  • Chart Production Volume and Inventories of Cobalt in Major Cobalt Producing Countries
  • Chart Production Volume of Refined Cobalt in China, 2014-2018
  • Chart Production Volume of Cobalt Concentrates in China, 2014-2018
  • Chart Production Volume of Cobalt Ores in China, 2014-2018
  • Chart Consumption Volume of Cobalt in China and the World, 2014-2018
  • Chart Monthly Import Volume of Cobalt Ores and Concentrates in China, 2016-2019
  • Chart Import Volume of Cobalt Ores and Concentrates in China, 2014-2018
  • Chart Import Value of Cobalt Ores and Concentrates in China, 2014-2018
  • Chart Average Monthly Import Price of Cobalt Powder in China, 2016-2019
  • Chart Monthly Import Price of Refined Cobalt in China, 2016-2019
  • Chart Monthly Import Price of Cobaltosic Oxide in China, 2016-2019
  • Chart Monthly Import Price of Cobalt Hydroxide in China, 2016-2019
  • Chart Monthly Import Price of Cobaltates in China, 2016-2019
  • Chart Monthly Import Price of Cobalt Chloride, 2016-2019
  • Chart Price of Cobalt Oxide in China, 2016-2019
  • Chart Price of Electrolytic Cobalt in China, 2016-2019
  • Chart Composition of Industry Chain of Cobalt
  • Chart Global Distribution of Cobalt Reserves
  • Chart Cobalt Resources Obtained by Chinese Enterprises from Congo (Kinshasa)
  • Chart Global Consumption Volume of Lithium Batteries, 2014-2018
  • Chart Operation Performance of Zhejiang Huayou Cobalt Co., Ltd., 2014-2018
  • Chart Operation Performance of Nanjing Hanrui Cobalt Co., Ltd., 2014-2018
  • Chart Forecast on Global Production Volume of Cobalt Ores, 2019-2023
  • Chart Forecast on Consumption Volume of Cobalt in China and the World, 2019-2023
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