In September 2026, China's cobalt chloride output was 7,344 tonnes, down 15.37% MoM and 39.76% YoY. In September, the anticipated Golden September demand did not materialize, and new smartphone models did not bring notable demand growth.
China's cobalt chloride output in October 2026 is expected to be 7,244 tonnes, up 1.36% MoM and down 49.05% YoY. In October, producers' production schedules have not yet shown notable changes. Some loss-making producers have chosen to suspend production, while others maintained production in anticipation of downstream demand materializing in Q4.
Edited by Cassie Li, lixiangying@mysteel.com
