Gate News bot 消息,据彭博社报道,刚果民主共和国将出口禁令延长至9月,限制了用于合金和电池的原材料供应,导致中国钴价格和库存飙升。
中国供应着全球约3/4的钴。该国上周末表示,“由于市场库存持续高企”,暂停钴出口的措施将继续下去。此前,中国已于2月22日开始暂停钴出口,为期四个月。
无锡不锈钢交易所钴价上涨约10%。在深圳,中国生产商南京寒瑞钴业股份有限公司股价上涨14%,而赣州腾远钴业新材料股份有限公司股价上涨20%。浙江华友钴业股份有限公司在上海上涨7.6%。
CRU集团电池材料分析师托马斯·马修斯表示:“我们可能会看到初期价格飙升,但真正的压力将在今年晚些时候出现,因为中间体库存将开始枯竭。简而言之,大家要系好安全带。”
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