Mysteel:后续钴中间品配额紧锁 钴系产品成本驱动强劲

Mysteel新能源
Sep 24, 2025

背景:刚果(金)宣布钴出口禁令将于2025年10月16日结束,自此,所有刚果(金)钴出口将实行配额政策,直至另行通知。一、钴中间品:(1)不在配额制度范围内的情况:a.任何公司在2024年钴出口量少于100吨,Entreprise Généraledu Cobalt(EGC)除外。b.任何拥有钴精炼厂但过去五年内未运营自己的钴矿的公司。c.钴矿储量已枯竭的任何公司。(2)配额量级的相关情况:钴...

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