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全球钴市场 - 2025-2032

Global Cobalt Market - 2025-2032

出版日期: 2025年04月22日 | 出版商:

DataM Intelligence | 英文 180 Pages | 商品交期: 最快1-2个工作天内

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简介目录

2024 年全球钴市场规模达到 171.2 亿美元，预计到 2032 年将达到 298.6 亿美元，在 2025-2032 年预测期内的复合年增长率为 7.20%。

钴在高温合金、电动车 (EV) 电池和医疗技术中的使用日益增多，正在引发全球钴市场的重大转变。据钴研究所称，2022 年钴的需求呈现弹性，年增长率为 13%，达到 187 千吨 (kt)，预计到 2030 年将以 10% 的年增长率增长四倍。

由于 2022 年 63% 的阴极需求来自含钴的锂离子化学物质，因此钴已成为电动车电池供应链变化中不可或缺的元素。钴对于保证电池寿命、性能和安全性至关重要，这些对于北美和欧洲的客户需求至关重要。

儘管面临环境问题和地缘政治困难等障碍，钴产业仍对进一步扩张充满希望。预计全球产量将在 2023 年超过 20 万吨之后，到 2024 年将接近 30 万吨。透过详尽的市场报告，钴研究所促进了支持钴市场的复杂供应链的可及性和透明度。

市场趋势

能源、汽车和医疗保健产业的变化对钴市场产生了影响。如今，全球40%的钴需求来自电动车，电动车产业成为发展的主要引擎。随着锂镍锰钴氧化物 (NMC) 电池在电动车中的使用越来越频繁，钴在提高电池能量密度和耐用性方面继续发挥关键作用。

美国《通膨削减法案》等区域政策进一步刺激了电池製造业的发展，2022年8月至2023年3月期间，美国宣布了520亿美元的供应链投资。波音公司计划在2026年提高飞机产量，这进一步证明了钴在航太高温合金中的应用日益广泛。

医疗保健行业的需求也在增加，因为钴合金用于手术器械和骨科植入物。同时，印尼跃升为第二大钴生产国，预计到 2030 年产量将成长十倍，显示钴的供应发生了重大变化。这些模式凸显了钴对于世界转向绿色科技的重要性。

全球钴市场动态

电气化与环境永续性

全球对永续交通的日益重视，特别是透过交通电气化，是推动钴市场发展的主要因素。钴在提高电动自行车、电力设备和电动车中使用的锂离子电池的性能、安全性和续航里程方面发挥关键作用。

值得注意的是，由于其能量密度和热稳定性，钴基阴极（特别是含 10-20% 钴的 NMC 类型）受到青睐。由于美国通膨削减法案等政府计划加快对电动车基础设施的投资，对电池级钴的需求正在上升。钴在航太高温合金中的应用以及在医药应用中的生物相容性进一步巩固了其重要性。

儘管全球都在努力实现净零目标和永续能源转型，但钴的基本特性使其仍可继续使用。预计到 2030 年钴的使用量将翻一番，这种材料与医疗保健、飞机和汽车等高成长产业的紧密联繫保证了其在未来十年内需求将保持强劲。

地缘政治和环境危害

儘管钴市场的成长轨迹令人鼓舞，但它仍面临着重大的地缘政治和环境障碍。环境问题集中在刚果民主共和国（DRC），该国拥有全球 50% 的钴储量，2023 年钴产量将占全球 74%。

该国拥有世界第二大热带雨林，但由于采矿作业而遭到大规模破坏。环保组织和立法者对矿业公司砍伐数百万棵树木的估计感到震惊。这些环境问题带来的更严格的监管可能会威胁钴供应链的稳定性。

地缘政治担忧加剧了市场风险。美国对进口精炼钴征收25%的关税，凸显了由于中国在精炼过程中占据主导地位，钴很容易受到贸易争端的影响。随着唐纳德·特朗普继续担任领导人等政治变化，预计关税将进一步上调。这些因素综合起来，对钴市场的长期生存构成了严重障碍。

The increasing use of cobalt in superalloys, electric vehicle (EV) batteries, and medical technology is causing a major shift in the worldwide cobalt market. According to the Cobalt Institute, the demand for cobalt showed resiliency in 2022, growing by 13% annually to reach 187 kilotons (kt), and it is expected to quadruple by 2030 at a 10% annual rate.

Since 63% of cathode demand in 2022 came from cobalt-containing lithium-ion chemistries, the element has become essential to the changing supply chain for EV batteries. Cobalt is essential for guaranteeing battery longevity, performance, and safety elements that are crucial to customer demand in North America and Europe.

The cobalt sector is hopeful about further expansion despite obstacles like environmental concerns and geopolitical difficulties. Global production is predicted to approach 300 kt in 2024 after surpassing 200 kt in 2023. Through thorough market reports, the Cobalt Institute promotes accessibility and transparency in the complex supply chain that supports the cobalt market.

Market Trend

Changes in the energy, automotive, and healthcare industries have an impact on the cobalt market. Today, 40% of the world's cobalt demand comes from electric vehicles, making this industry the main engine of development. Cobalt continues to play a critical role in improving battery energy density and durability as lithium-nickel-manganese-cobalt-oxide (NMC) batteries are used in EVs more frequently.

Battery manufacture has been further stimulated by regional policies like the US Inflation Reduction Act, with US$ 52 billion in supply chain investments announced between August 2022 and March 2023. Boeing's ambitions to boost aircraft production by 2026 further demonstrate the growing use of cobalt in aerospace superalloys.

The healthcare industry is also experiencing an increase in demand because cobalt alloys are used in surgical tools and orthopedic implants. In the meantime, a significant change in supply is indicated by Indonesia's rise to the position of second-largest producer of cobalt and its anticipated tenfold expansion by 2030. These patterns highlight how important cobalt is to the world's shift to greener technologies.

Global Cobalt Market Dynamics

Electrification and Environmental Sustainability

The growing emphasis on sustainable mobility worldwide, especially through the electrification of transportation, is the main factor propelling the cobalt market. Cobalt plays a key role in improving the performance, safety, and range of lithium-ion batteries used in e-bikes, power equipment, and electric cars.

Notably, because of their energy density and thermal stability, cobalt-based cathodes-particularly NMC kinds with 10-20% cobalt-are favored. The demand for battery-grade cobalt is rising as a result of government programs like the US Inflation Reduction Act that are speeding up investments in EV infrastructure. Cobalt's significance is further cemented by its use in aerospace superalloys and its biocompatibility in medicinal applications.

Cobalt's essential qualities allow for its continued use in spite of continuous substitute efforts as the globe strives for net-zero goals and sustainable energy transitions. With cobalt usage expected to double by 2030, the material's strong ties to high-growth industries like healthcare, aircraft, and automobiles guarantee that demand will be strong for the remainder of the decade.

Geopolitical and Environmental Hazards

Notwithstanding its encouraging growth trajectory, the cobalt market is confronted with significant geopolitical and environmental obstacles. Environmental concerns center on the Democratic Republic of the Congo (DRC), which holds 50% of the world's cobalt reserves and 74% of its production in 2023.

The nation's tropical rainforests, the second biggest in the world, have seen extensive destruction as a result of mining operations. Environmental organizations and legislators are alarmed by estimates that mining companies have felled millions of trees. The stability of the cobalt supply chain may be threatened by stricter regulations brought on by these environmental problems.

Market risks are being exacerbated by geopolitical concerns. The US has imposed a 25% duty on imported refined cobalt, highlighting the material's vulnerability to trade disputes due to China's dominance in the refining process. With political changes like Donald Trump's continued leadership, more tariff increases are expected. When combined, these elements present serious obstacles to the long-term viability of the cobalt market.

Segment Analysis

The global cobalt market is segmented based on product, end-user and region.

Cobalt Sulfate Leads Market on Rising Lithium Battery Demand

Batteries, cobalt sulfate has become a prominent commodity in the cobalt market, because it is widely used in many important industries, such as agriculture, dyeing, catalysts, and most significantly. It is essential for a variety of electronic products, including laptops, smartphones, and electric vehicles (EVs), due to its crucial role in the production of lithium-ion batteries.

Cobalt sulfate contributes to the increasing need for dependable and durable energy storage options by improving battery performance and lifespan. Investments in the manufacturing of lithium batteries are increasing as a result of the global trend toward electrification and smart technology.

For instance, in August 2024, General Motors Company and Samsung SDI announced a joint venture with a US$ 3.5 billion investment to build a 36 GWh battery manufacturing facility. The demand for cobalt sulfate is anticipated to rise sharply in the upcoming years as a result of these advances, enhancing its standing as a crucial product in the cobalt value chain.

Geographical Penetration

Policy-Driven Expansion of the Cobalt Market in North America

The growing demand for cobalt in the clean energy, high-tech, and healthcare sectors is expected to propel the market in North America. Strong research and development capabilities are likely to support increased consumption of magnetic alloys and medical implants, particularly in the US.

Innovative manufacturing and the aerospace and defense sectors are also expected to have a major impact on cobalt demand because of its special material qualities. Cobalt is also being used increasingly frequently in high-performance magnets and energy infrastructure parts as a result of the region's transition to renewable energy.

North America, and the US in particular, are now major participants in the global cobalt supply chain thanks to aggressive regulatory actions, particularly the Inflation Reduction Act (IRA). After the IRA, half of the US$ 52 billion spent in the region's EV supply chain went toward battery manufacture alone. The US may produce 5% of the world's cobalt by 2030, with production predicted to expand tenfold, indicating its growing strategic significance in this interconnected global market.

US Tariff Analysis

Global markets have expressed stress about the recent US reciprocal tariffs, which were declared by executive order on April 2, 2025; nonetheless, this important industry has experienced some stability because of the specific exemption of critical minerals, such as cobalt. Under its inclusion on the USGS 2022 Critical Minerals List, the US decided to exclude cobalt, as stated in Section 3(b) of the order, which also indicates the nation's reliance on imports to meet local demand.

Applying tariffs would have severely disrupted supply chains, especially in vital industries like EV batteries and defense, since the US imports the majority of its cobalt and produces none locally. Interestingly, imports of cobalt from China, which would normally be subject to a 34% duty beginning on April 9, are untouched.

The exception did not surprise market participants, who pointed out that taxing such a vital input would be impractical. However, there is still uncertainty surrounding Indonesian cobalt, which might be subject to a blanket 10% tax beginning on April 5.

Competitive Landscape

The major global players in the market include China Molybdenum Co., Ltd., Eurasian Resources Group, Freeport-McMoRan, Umicore, Glencore, Sumitomo Metal Mining Co., Ltd., Norilsk Nickel, Huayou Cobalt, Jinchuan Group, and Vale S.A.

Key Developments

In August 2024, the Pentagon announced a US$ 20 million award to build a cobalt refinery in Canada's Ontario province. Diversifying the cobalt supply chain from China to other nations is a goal of the US government.

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Target Audience 2024

Manufacturers/ Buyers
Industry Investors/Investment Bankers
Research Professionals
Emerging Companies

1. Methodology and Scope

1.1. Research Methodology
1.2. Research Objective and Scope of the Report

2. Definition and Overview

3. Executive Summary

3.1. Snippet by Product
3.2. Snippet by End-user
3.3. Snippet by Region

4. Dynamics

4.1. Impacting Factors
- 4.1.1. Drivers
  - 4.1.1.1. Electrification and Environmental Sustainability
- 4.1.2. Restraints
  - 4.1.2.1. Geopolitical and Environmental Hazards
- 4.1.3. Opportunity
- 4.1.4. Impact Analysis

5. Industry Analysis

5.1. Porter's Five Force Analysis
5.2. Supply Chain Analysis
5.3. Pricing Analysis
5.4. Regulatory Analysis
5.5. Sustainability Analysis
5.6. Industry Trend Analysis
5.7. US Tariff Analysis
5.8. DMI Opinion

6. By Product

6.1. Introduction
- 6.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Product
- 6.1.2. Market Attractiveness Index, By Product
6.2. Cobalt Sulfate*
- 6.2.1. Introduction
- 6.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
6.3. Cobalt Oxide
6.4. Cobalt Metal
6.5. Others

7. By End-user

7.1. Introduction
- 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-user
- 7.1.2. Market Attractiveness Index, By End-user
7.2. Electric Vehicles*
- 7.2.1. Introduction
- 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
7.3. Batteries
7.4. Industrial Metals
7.5. Industrial Chemicals
7.6. Superalloys
7.7. Others

8. By Region

8.1. Introduction
- 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
- 8.1.2. Market Attractiveness Index, By Region
8.2. North America
- 8.2.1. Introduction
- 8.2.2. Key Region-Specific Dynamics
- 8.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Product
- 8.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-user
- 8.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 8.2.5.1. US
  - 8.2.5.2. Canada
  - 8.2.5.3. Mexico
8.3. Europe
- 8.3.1. Introduction
- 8.3.2. Key Region-Specific Dynamics
- 8.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Product
- 8.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-user
- 8.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 8.3.5.1. Germany
  - 8.3.5.2. UK
  - 8.3.5.3. France
  - 8.3.5.4. Italy
  - 8.3.5.5. Spain
  - 8.3.5.6. Rest of Europe
8.4. South America
- 8.4.1. Introduction
- 8.4.2. Key Region-Specific Dynamics
- 8.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Product
- 8.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-user
- 8.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 8.4.5.1. Brazil
  - 8.4.5.2. Argentina
  - 8.4.5.3. Rest of South America
8.5. Asia-Pacific
- 8.5.1. Introduction
- 8.5.2. Key Region-Specific Dynamics
- 8.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Product
- 8.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-user
- 8.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 8.5.5.1. China
  - 8.5.5.2. India
  - 8.5.5.3. Japan
  - 8.5.5.4. Australia
  - 8.5.5.5. Rest of Asia-Pacific
8.6. Middle East and Africa
- 8.6.1. Introduction
- 8.6.2. Key Region-Specific Dynamics
- 8.6.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Product
- 8.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-user

9. Competitive Landscape

9.1. Competitive Scenario
9.2. Market Positioning/Share Analysis
9.3. Mergers and Acquisitions Analysis

10. Company Profiles

10.1. China Molybdenum Co., Ltd.*
- 10.1.1. Company Overview
- 10.1.2. Product Portfolio and Description
- 10.1.3. Financial Overview
- 10.1.4. Key Developments
10.2. Eurasian Resources Group
10.3. Freeport-McMoRan
10.4. Umicore
10.5. Glencore
10.6. Sumitomo Metal Mining Co., Ltd.
10.7. Norilsk Nickel
10.8. Huayou Cobalt
10.9. Jinchuan Group
10.10. Vale S.A.

LIST NOT EXHAUSTIVE

11. Appendix

11.1. About Us and Services
11.2. Contact Us

02-2729-4219

+886-2-2729-4219

License/价格

全球钴市场 - 2025-2032

Global Cobalt Market - 2025-2032

目录

第一章：方法论和范围

第 2 章：定义与概述

第三章：执行摘要

第四章：动态

第五章：产业分析

第六章：按产品

第 7 章：按最终用户

第八章：按地区

第九章：竞争格局

第十章：公司简介

第 11 章：附录