In August 2026, China's cobalt chloride production reached 9,839 tonnes, down 20.79% month-on-month and 39.05% year-on-year. During the month, ternary precursor demand outperformed that for lithium cobalt oxide, prompting some producers to reduce cobalt chloride output and increase cobalt sulfate production.
For September 2026, cobalt chloride production is forecast at 11,736 tonnes, representing a month-on-month decrease of 5.52% and a year-on-year decline of 27.3%.
Edited by Cassie Li, lixiangying@mysteel.com
