In August 2026, China's cobalt sulfate production reached 14,648 tonnes, up 2.63% month-on-month and 5.16% year-on-year. During the month, downstream demand showed no significant improvement. However, ternary precursor demand outperformed that for lithium cobalt oxide. As a result, some producers reduced cobalt chloride output while increasing cobalt sulfate production.
For September 2026, cobalt sulfate production is forecast to remain flat month-on-month at 14,648 tonnes.
Edited by Cassie Li, lixiangying@mysteel.com
