In March 2026, China's cobalt chloride production reached 10,130 tonnes, up 24.74% month-on-month but down 48.25% year-on-year. In March, downstream Co3O4 production scheduling remained weak, reducing demand for cobalt chloride. Some smelters reduced operating rates due to raw material shortages. In February, operating rates were low due to the Chinese New Year holiday. Therefore, overall cobalt chloride output in March declined compared to February 2026.
In April 2026, China's cobalt chloride production is expected to be 10,252 tonnes, up 1.2% month-on-month but down 43.65% year-on-year. In April, downstream Co3O4 shipments continue to face headwinds, but some producers have received new orders. As a result, cobalt chloride output is expected to see a slight increase in April.
Edited by Cassie Li, lixiangying@mysteel.com
