In August 2026, China's electrolytic cobalt production amounted to 435 tonnes, representing a month-on-month decrease of 6.45% and a year-on-year decline of 76.69%. Overall output remained at a low level throughout the month, with a small-scale producer in East China having suspended operations.
For September 2026, China's electrolytic cobalt production is expected to remain largely unchanged at approximately 435 tonnes, flat MoM, with no notable adjustments to production schedules among active smelters.
Edited by Cassie Li, lixiangying@mysteel.com
