In January 2026, China's cobalt chloride production reached 12,741 tonnes, reflecting a month-on-month decrease of 7.67% and a year-on-year decline of 26.68%. The reduction in output during January was driven by weaker demand from downstream Co3O4 production, which saw lower output. Additionally, some smelters reduced their operating rates due to shortages in raw material supply.
China's cobalt chloride production in February 2026 is projected to be 11,861 tonnes, representing a month-on-month decrease of 6.91% and a year-on-year drop of 30.97%. February falls within the seasonal demand off-season, and downstream Co3O4 sales have been sluggish, contributing to the slight decline in cobalt chloride output for the month.
Edited by Cassie Li, lixiangying@mysteel.com
