코발트 광업 예측(-2024년) - COVID-19의 영향을 포함한 업데이트

※ 본 상품은 영문 자료로 한글과 영문 목차에 불일치하는 내용이 있을 경우 영문을 우선합니다. 정확한 검토를 위해 영문목차를 참고해주시기 바랍니다.

코발트는 일반적으로 구리나 니켈의 부산물로서 채굴되며, 세계 매장량의 절반 이상이 콩고 민주공화국에서 발견되고 있습니다. 2018년 23.3%의 강력한 성장을 이룬 후, 2019년 세계 코발트 생산량은 5.4% 감소했습니다. COVID-19는 금속 생산에 큰 영향력을 미치며, 2020년에는 18.2% 감소한 114.5 킬로톤에 달할 것으로 예측됩니다.

콩고 민주공화국의 생산량은 팬데믹의 영향과 무탄다 광산의 지속적인 폐쇄에 의해 21.6% 감소할 전망입니다. 또 팬데믹 규제에 의해 세계 각지에서 21개 광산이 일시적으로 폐쇄었습니다. 세계 코발트 생산량은 2021-2024년간 회복되고, 일시 폐쇄된 무탄다 광산이 2023년 재개될 것으로 예측됩니다.

코발트는 EV에 사용되는 리튬이온 배터리의 주요 성분이기 때문에 세계 코발트 수요는 전기자동차(EV) 업계가 촉진하고 있습니다. EV 제조업체는 비용 절감을 위해 코발트가 포함되지 않은 배터리를 사용할 가능성에 주목하고 있고, 코발트의 장기적인 전망은 불투명해지고 있습니다.

세계의 코발트 광업(Cobalt Mining)에 대해 조사했으며, 코발트 매장량/생산량/가격/채굴 프로젝트, 수요 및 무역, 주요 기업 개요 등의 정보를 제공합니다.

목차

목차

• 개요
• 매장량/생산량/가격
• 국가별 코발트 매장량
  • 호주
  • 필리핀
  • 코발트 생산
  • 콩고 민주공화국(DRC)
  • 기타 지역
• 코발트 자산
• 단계 및 국가별 : 채굴 프로젝트
• 조업중인 광산
• 탐사 프로젝트
• 개발 프로젝트
• 코발트 가격
• 수요와 무역
• 전기자동차(EV)에서의 수요
• EV 배터리 수요
• 배터리 기술의 진화와 코발트의 영향
• 배터리 비용 분석
• 아시아태평양의 EV 정책
• 주요 수출입업체
• 주요 코발트 생산업체
• 기업별 생산
• 기업별 광산과 프로젝트
• 기업 개요
  • Glencore Plc
  • Vale SA

부록

• 약어
• 조사 방법
• 조사 범위
• 2차 조사
• 문의

List of Tables

List of Tables

• Table 1: Cobalt reserves by country (thousand tonnes), January 2021
• Table 2: Top active mines in the DRC by cobalt reserves (thousand tonnes)
• Table 3: Top active mines in Australia by cobalt reserves (thousand tonnes)
• Table 4: Top active mines in the Philippines by total ore reserves (million tonnes)
• Table 5: Historical and forecast cobalt mine production by country (thousand tonnes), 2005-2025
• Table 6: Cobalt production in the DRC (thousand tonnes), 2005-2025
• Table 7: Major active cobalt mines, 2021
• Table 8:Major cobalt exploration projects, 2021
• Table 9: Major cobalt development projects, 2021
• Table 10: EV battery capacity by region (GWh), 2020-2026
• Table 11: EV battery shipments by major players (GWh), 2016-2020
• Table 12: Number of operating, development and exploration projects by company and stage, 2021
• Table 13: Glencore's major cobalt deals 2020-2021
• Table 14: Glencore Plc, major projects, 2021
• Table 15: China Molybdenum Co. Ltd, major projects, 2021

List of Figures

List of Figures

• Figure 1: Cobalt reserves by country (million tonnes), January 2017 - January 2021
• Figure 2: Cobalt reserves by country, January 2021
• Figure 3: Historic and forecast cobalt production by country (thousand tonnes), 2005-2025
• Figure 4: Cobalt mine production in the DRC (thousand tonnes), 2005-2025
• Figure 5: Cobalt production by major company (thousand tonnes), 2019-2020
• Figure 6: World cobalt prices, annual (US$/lb), 2011-2025
• Figure 7: Cobalt mine count by country and stage (%), 2021
• Figure 8: Top markets for EV production (thousand units), 2015-2035
• Figure 9: EV production by type by country (thousand units), 2019 - 2020
• Figure 10: Share of global EV battery capacity comparison by region (%), 2020-2026
• Figure 11: EV battery capacity by major players (GWh), 2019-2026
• Figure 12: Global EV battery total capacity by type (GWh), 2015-2025
• Figure 13: Global EV battery shipments by major players (GWh), 2016-2020
• Figure 14: Chinese EV policy, 2009-2021
• Figure 15: EV policy in South Korea, India and Japan, 2016-2021
• Figure 16: Share of top exporters and importers of cobalt (%), 2020
• Figure 17: Number of operating, development and exploration projects by company and stage, 2021

GlobalData's "Global Cobalt Mining to 2025" provides a comprehensive coverage on the global cobalt industry. It provides historical and forecast data on lithium production by country, production by company, reserves by country, world cobalt prices and trade. The report also includes a demand drivers section providing information on factors that are affecting the global cobalt industry. It further profiles major cobalt producers, information on the major active, planned and exploration projects.

Demand for cobalt is expected to rise significantly over the coming years, due to its use in lithium-ion batteries and the growing demand for electric vehicles (EVs). The metal is typically mined as a by-product of copper or nickel, with over half of the global reserves found in the Democratic Republic of the Congo (DRC). Global cobalt production was estimated to have reached 140 thousand tonnes (kt) in 2020, of which the DRC accounted for 73% of the total global. The global production fell by 2.8% in 2020, with a 4% drop in output from the DRC due to severe operational disturbances caused by the COVID-19 pandemic, along with the continued closure of the Mutanda mine, which accounts for 18% of global supply. Glencore and China Molybdenum Co. Ltd are the two largest cobalt producers in the world, together accounting for 26.1% of global cobalt production in 2020. Global metal demand is mainly driven by the electric vehicle (EV) industry, as cobalt is a key component for the lithium-ion batteries used in EVs. In 2020, global EV (including both battery electrical vehicles and plug-in hybrid electrical vehicles) production reached 2.4 million, and is forecasted to reach 3.8 million in 2021.

Scope

• The report contains an overview of the global cobalt mining industry including key demand driving factors affecting the global cobalt mining industry.
• It provides detailed information on reserves, reserves by country, production, production by country, production by company, major operating mines, competitive landscape, major exploration and development projects.

Reasons to Buy

• Comprehensive evaluation of the impact of COVID-19 on global cobalt industry
• To gain an understanding of the global cobalt mining industry, relevant driving factors
• To understand historical and forecast trend on global cobalt production
• To identify key players in the global cobalt mining industry
• To identify major active, exploration and development projects by region

Table of Contents

Table of Contents

1. Executive Summary

2. Reserves, Production and Prices

• 2.1 Global Cobalt Reserves by Country
• DRC
• Australia
• The Philippines
• 2.2 Cobalt Production
• Democratic Republic of Congo (DRC)
• Rest of the World
• 2.3 Production by Company
• 2.4 Cobalt Prices

3. Cobalt Assets

• 3.1 Mines and Projects by Stage and Country
• 3.2 Active Mines
• 3.3 Exploration Projects
• 3.4 Development Projects

4. Demand and Trade

• 4.1 Demand from Electric Vehicles (EVs)
• 4.2 Demand for EV Batteries
• 4.3 Global Battery Demand and Technology Update
• 4.4 EV Policies in APAC
• 4.5 Major Exporters and Importers

5. Major Cobalt Producers

• 5.1 Mines and Projects by Company
• 5.2 Company Profiles
• Glencore Plc
• China Molybdenum Co. Ltd

6. Appendix

• 6.1 Abbreviations
• 6.2 Methodology
• 6.3 Coverage
• 6.4 Secondary Research
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