China's electrolytic cobalt output in October 2026 was 1,380 tonnes, up 130.00% MoM and up 144.25% YoY. In October, prompted by profitability in producing electrolytic cobalt from low-priced cobalt sulfate resources, a number of producers resumed production.
China's electrolytic cobalt output in November 2026 is expected to be 1,990 tonnes, up 44.20% MoM and up 541.94% YoY. In November, with electrolytic cobalt production profitable, additional electrolytic cobalt producers plan to resume production.
Edited by Cassie Li, lixiangying@mysteel.com
