In February 2026, China's cobalt chloride production stood at 8,121 tonnes, marking a month-on-month decrease of 36.26% and a year-on-year decrease of 52.68%. The decline in February was primarily due to reduced output in the downstream Co3O4 sector, which weakened the demand for cobalt chloride. Furthermore, some smelters reduced their operating rates because of raw material shortages, leading to an overall decrease in cobalt chloride production during the month.
In March 2026, China's cobalt chloride production is estimated to be 8,095 tonnes, representing a month-on-month decrease of 0.32% and a year-on-year decrease of 58.64%. The anticipated slight decline in March is attributed to sluggish sales of downstream Co3O4, coupled with ongoing raw material shortages at certain smelters, which is expected to constrain cobalt chloride output.
Edited by Cassie Li, lixiangying@mysteel.com
