【全球最大钴企CMOC施压刚果解禁出口】金十期货5月21日讯，据外媒报道，全球最大钴生产商中国洛阳钼业（CMOC）在新加坡行业会议上公开呼吁刚果（金）解除钴出口禁令，警告当前政策正加速车企转向无钴电池（LFP）。刚果（金）2月实施四个月禁运以应对钴价暴跌（触及9年低点22,000美元/吨），但中方代表称"库存即将耗尽"。消息人士透露，刚果官员将此视为"威胁"，怀疑中方借机压价建立战略储备。洛阳钼业今年计划产钴10万-12万吨（占全球供应1/4），而嘉能可等竞争对手支持延续限产。行业机构预测，刚果（金）6月22日禁运期满后可能转向配额制，此举或进一步支撑钴价反弹。
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