2026-2030年全球鈷市場

預計 2025 年至 2030 年間，全球鈷市場規模將成長至 108.302 億美元，預測期內複合年成長率為 13.4%。

本報告對全球鈷市場進行了全面分析，包括市場規模和預測、趨勢、成長要素、挑戰以及涵蓋約 25 家供應商的供應商分析。

本報告對當前市場狀況、最新趨勢和成長要素以及整體市場環境進行了最新分析。市場成長受多種因素驅動，包括電網級可再生能源電池基礎設施部署的快速成長，從而擴大了消費；全球搭乘用電動汽車產量的快速成長，支撐了基本需求；以及航太高溫合金產量的增加和國防費用的擴大，從而推動了對高純度鈷的採購。

本研究客觀地結合了一手和二手訊息，包括來自主要行業相關人員的信息。報告內容涵蓋主要公司分析、全面的市場規模資料、細分市場數據及區域分析，以及供應商格局。此外，報告還包含歷史數據和預測數據。

本研究指出，政府為管理資源價格而實施的監管配額（作為被動市場估值的替代方案）是未來幾年全球鈷市場成長的主要驅動力之一。此外，放寬對二次電池用黑料的進口限制預計將擴大回收利用規模，並使區域加工能力多元化，從而重組先前商業性高度集中的礦物供應鏈，並產生可觀的市場需求。

目錄

第1章：執行摘要

第2章 Technavio 分析

• 分析定價、生命週期、顧客購買籃子、採用率和購買標準。
• 輸入的重要性及差異化因素
• 干擾因素
• 促進因素和挑戰的影響

第3章 市場狀況

• 市場生態系統
• 市場特徵
• 價值鏈分析

第4章 市場規模

• 市場的定義
• 市場區隔分析
• 2025年市場規模
• 市場展望，2025-2030年

第5章 市場規模與表現

• 2020-2024年全球鈷市場
• 按類型分類的細分市場分析，2020-2024 年
• 基於應用領域的細分市場分析，2020-2024 年
• 按外形規格的細分市場分析，2020-2024 年
• 2020年至2024年最終用戶細分市場分析
• 區域區隔市場分析，2020-2024 年
• 2020-2024年各國細分市場分析

第6章 定性分析

• 人工智慧的影響：全球鈷市場
• 地緣政治衝突的影響：全球鈷市場

第7章：五力分析

第8章 市場區隔：依類型

• 比較：按類型
• 硫酸鈷
• 氧化鈷
• 鈷金屬
• 市場機會：按類型分類

第9章 市場區隔：依應用

• 比較：透過應用
• 電池和電子設備
• 超合金
• 顏料
• 硬質材料
• 其他
• 市場機會：依應用領域分類

第10章 市場區隔：依外形規格

• 比較：按外形規格
• 化合物
• 金屬
• 購入廢料
• 市場機會：以外形規格

第11章 市場區隔：依最終用戶分類

• 比較：按最終用戶
• 電子設備
• 車
• 航太
• 醫學領域
• 其他
• 市場機會：依最終用戶分類

第12章 客戶狀況

第13章 區域情勢

• 區域細分
• 區域比較
• 亞太地區
  • 中國
  • 日本
  • 韓國
  • 印度
  • 澳洲
  • 印尼
• 北美洲
  • 美國
  • 加拿大
  • 墨西哥
• 歐洲
  • 德國
  • 法國
  • 英國
  • 荷蘭
  • 義大利
  • 西班牙
• 南美洲
  • 巴西
  • 智利
  • 阿根廷
• 中東和非洲
  • 南非
  • 沙烏地阿拉伯
  • UAE
  • 土耳其
  • 以色列
• 市場機會：按地區分類

第14章 促進因素、挑戰與機遇

• 市場促進因素
• 市場挑戰
• 促進因素和挑戰的影響
• 市場機遇

第15章 競爭格局

• 概述
• 競爭格局
• 混亂局面
• 產業風險

第16章 競爭分析

• 公司簡介
• 公司排名指標
• 企業市場定位
• BHP Group Ltd.
• CMOC Group Ltd.
• Eramet SA
• GEM Co. Ltd.
• Glencore Plc
• MMG Ltd.
• Nanjing Hanrui Cobalt Co. Ltd.
• Pengxin International Mining
• PJSC MMC Norilsk Nickel
• Sherritt International Corp.
• Sumitomo Metal Mining Co. Ltd.
• Umicore SA
• Vale SA
• Zhejiang Huayou Cobalt Co. Ltd.
• Zijin Mining Group Co. Ltd.

第17章附錄

The global cobalt market is forecasted to grow by USD 10830.2 mn during 2025-2030, accelerating at a CAGR of 13.4% during the forecast period. The report on the global cobalt market provides a holistic analysis, market size and forecast, trends, growth drivers, and challenges, as well as vendor analysis covering around 25 vendors.

The report offers an up-to-date analysis regarding the current market scenario, the latest trends and drivers, and the overall market environment. The market is driven by surging grid scale renewable energy battery storage infrastructure deployment enhances consumption, rapid proliferation global passenger electric vehicle manufacturing volume sustains base demand, rising aerospace superalloy production military defense expenditures drive high purity procurement.

The study was conducted using an objective combination of primary and secondary information including inputs from key participants in the industry. The report contains a comprehensive market size data, segment with regional analysis and vendor landscape in addition to an analysis of the key companies. Reports have historic and forecast data.

Technavio's global cobalt market is segmented as below:

By Type

• Cobalt sulfate
• Cobalt oxide
• Cobalt metal

By Application

• Batteries and electronics
• Super alloys
• Pigments
• Hard materials
• Others

By Form Factor

• Chemical compound
• Metal
• Purchased scrap

By End-User

• Electronics
• Automotive
• Aerospace
• Medical
• Others

Geography

• APAC
  • China
  • Japan
  • South Korea
  • India
  • Australia
  • Indonesia
• North America
  • US
  • Canada
  • Mexico
• Europe
  • Germany
  • France
  • UK
  • The Netherlands
  • Italy
  • Spain
• South America
  • Brazil
  • Chile
  • Argentina
• Middle East and Africa
  • South Africa
  • UAE
  • Turkey
• Rest of World (ROW)

This study identifies the sovereign resource price management regulatory quotas replaces passive market valuation as one of the prime reasons driving the global cobalt market growth during the next few years. Also, secondary battery black mass material import policy liberalization expands recycling and geographic processing capacity diversification reshapes commercial concentration mineral supply chains will lead to sizable demand in the market.

The report on the global cobalt market covers the following areas:

• Global cobalt market sizing
• Global cobalt market forecast
• Global cobalt market industry analysis

The robust vendor analysis is designed to help clients improve their market position, and in line with this, this report provides a detailed analysis of several leading global cobalt market vendors that include Ambatovy, BHP Group Ltd., China Minmetals Corp., CMOC Group Ltd., Eramet SA, Eurasian Resources Group Srl, GEM Co. Ltd., Glencore Plc, MMG Ltd., Nanjing Hanrui Cobalt Co. Ltd., Pengxin International Mining, PJSC MMC Norilsk Nickel, Sherritt International Corp., Sumitomo Metal Mining Co. Ltd., Terrafame Oy, Umicore SA, Vale Base Metals, Vale SA, Zhejiang Huayou Cobalt Co. Ltd., Zijin Mining Group Co. Ltd.. Also, the global cobalt market analysis report includes information on upcoming trends and challenges that will influence market growth. This is to help companies strategize and leverage all forthcoming growth opportunities.

The publisher presents a detailed picture of the market by the way of study, synthesis, and summation of data from multiple sources by an analysis of key parameters such as profit, pricing, competition, and promotions. It presents various market facets by identifying the key industry influencers. The data presented is comprehensive, reliable, and a result of extensive primary and secondary research. The market research reports provide a complete competitive landscape and an in-depth vendor selection methodology and analysis using qualitative and quantitative research to forecast accurate market growth.

Table of Contents

1 Executive Summary

• 1.1 Market overview
  • Executive Summary - Chart on Market Overview
  • Executive Summary - Data Table on Market Overview
  • Executive Summary - Chart on Global Market Characteristics
  • Executive Summary - Chart on Market by Geography
  • Executive Summary - Chart on Market Segmentation by Type
  • Executive Summary - Chart on Market Segmentation by Application
  • Executive Summary - Chart on Market Segmentation by Form Factor
  • Executive Summary - Chart on Market Segmentation by End-user
  • Executive Summary - Chart on Incremental Growth
  • Executive Summary - Data Table on Incremental Growth
  • Executive Summary - Chart on Company Market Positioning

2 Technavio Analysis

• 2.1 Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria
  • Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria
• 2.2 Criticality of inputs and Factors of differentiation
• 2.3 Factors of disruption
• 2.4 Impact of drivers and challenges

3 Market Landscape

• 3.1 Market ecosystem
• 3.2 Market characteristics
• 3.3 Value chain analysis

4 Market Sizing

• 4.1 Market definition
• 4.2 Market segment analysis
  • Market segments
• 4.3 Market size 2025
• 4.4 Market outlook: Forecast for 2025-2030

5 Historic Market Size

• 5.1 Global Cobalt Market 2020 - 2024
  • Historic Market Size - Data Table on Global Cobalt Market 2020 - 2024 ($ million)
• 5.2 Type segment analysis 2020 - 2024
  • Historic Market Size - Type Segment 2020 - 2024 ($ million)
• 5.3 Application segment analysis 2020 - 2024
  • Historic Market Size - Application Segment 2020 - 2024 ($ million)
• 5.4 Form Factor segment analysis 2020 - 2024
  • Historic Market Size - Form Factor Segment 2020 - 2024 ($ million)
• 5.5 End-user segment analysis 2020 - 2024
  • Historic Market Size - End-user Segment 2020 - 2024 ($ million)
• 5.6 Geography segment analysis 2020 - 2024
  • Historic Market Size - Geography Segment 2020 - 2024 ($ million)
• 5.7 Country segment analysis 2020 - 2024
  • Historic Market Size - Country Segment 2020 - 2024 ($ million)

6 Qualitative Analysis

• 6.1 Impact of AI on global cobalt market
• 6.2 Impact of geopolitical conflicts on global cobalt market

7 Five Forces Analysis

• 7.1 Five forces summary
  • Five forces analysis - Comparison between 2025 and 2030
• 7.2 Bargaining power of buyers
  • Bargaining power of buyers - Impact of key factors 2025 and 2030
• 7.3 Bargaining power of suppliers
  • Bargaining power of suppliers - Impact of key factors in 2025 and 2030
• 7.4 Threat of new entrants
  • Threat of new entrants - Impact of key factors in 2025 and 2030
• 7.5 Threat of substitutes
  • Threat of substitutes - Impact of key factors in 2025 and 2030
• 7.6 Threat of rivalry
  • Threat of rivalry - Impact of key factors in 2025 and 2030
• 7.7 Market condition

8 Market Segmentation by Type

• 8.1 Market segments
• 8.2 Comparison by Type
• 8.3 Cobalt sulfate - Market size and forecast 2025-2030
• 8.4 Cobalt oxide - Market size and forecast 2025-2030
• 8.5 Cobalt metal - Market size and forecast 2025-2030
• 8.6 Market opportunity by Type
  • Market opportunity by Type ($ million)

9 Market Segmentation by Application

• 9.1 Market segments
• 9.2 Comparison by Application
• 9.3 Batteries and electronics - Market size and forecast 2025-2030
• 9.4 Super alloys - Market size and forecast 2025-2030
• 9.5 Pigments - Market size and forecast 2025-2030
• 9.6 Hard materials - Market size and forecast 2025-2030
• 9.7 Others - Market size and forecast 2025-2030
• 9.8 Market opportunity by Application
  • Market opportunity by Application ($ million)

10 Market Segmentation by Form Factor

• 10.1 Market segments
• 10.2 Comparison by Form Factor
• 10.3 Chemical compound - Market size and forecast 2025-2030
• 10.4 Metal - Market size and forecast 2025-2030
• 10.5 Purchased scrap - Market size and forecast 2025-2030
• 10.6 Market opportunity by Form Factor
  • Market opportunity by Form Factor ($ million)

11 Market Segmentation by End-user

• 11.1 Market segments
• 11.2 Comparison by End-user
• 11.3 Electronics - Market size and forecast 2025-2030
• 11.4 Automotive - Market size and forecast 2025-2030
• 11.5 Aerospace - Market size and forecast 2025-2030
• 11.6 Medical - Market size and forecast 2025-2030
• 11.7 Others - Market size and forecast 2025-2030
• 11.8 Market opportunity by End-user
  • Market opportunity by End-user ($ million)

12 Customer Landscape

• 12.1 Customer landscape overview
  • Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria

13 Geographic Landscape

• 13.1 Geographic segmentation
• 13.2 Geographic comparison
• 13.3 APAC - Market size and forecast 2025-2030
  • 13.3.1 China - Market size and forecast 2025-2030
  • 13.3.2 Japan - Market size and forecast 2025-2030
  • 13.3.3 South Korea - Market size and forecast 2025-2030
  • 13.3.4 India - Market size and forecast 2025-2030
  • 13.3.5 Australia - Market size and forecast 2025-2030
  • 13.3.6 Indonesia - Market size and forecast 2025-2030
• 13.4 North America - Market size and forecast 2025-2030
  • 13.4.1 US - Market size and forecast 2025-2030
  • 13.4.2 Canada - Market size and forecast 2025-2030
  • 13.4.3 Mexico - Market size and forecast 2025-2030
• 13.5 Europe - Market size and forecast 2025-2030
  • 13.5.1 Germany - Market size and forecast 2025-2030
  • 13.5.2 France - Market size and forecast 2025-2030
  • 13.5.3 UK - Market size and forecast 2025-2030
  • 13.5.4 The Netherlands - Market size and forecast 2025-2030
  • 13.5.5 Italy - Market size and forecast 2025-2030
  • 13.5.6 Spain - Market size and forecast 2025-2030
• 13.6 South America - Market size and forecast 2025-2030
  • 13.6.1 Brazil - Market size and forecast 2025-2030
  • 13.6.2 Chile - Market size and forecast 2025-2030
  • 13.6.3 Argentina - Market size and forecast 2025-2030
• 13.7 Middle East and Africa - Market size and forecast 2025-2030
  • 13.7.1 South Africa - Market size and forecast 2025-2030
  • 13.7.2 Saudi Arabia - Market size and forecast 2025-2030
  • 13.7.3 UAE - Market size and forecast 2025-2030
  • 13.7.4 Turkey - Market size and forecast 2025-2030
  • 13.7.5 Israel - Market size and forecast 2025-2030
• 13.8 Market opportunity by geography
  • Market opportunity by geography ($ million)
  • Data Tables on Market opportunity by geography ($ million)

14 Drivers, Challenges, and Opportunity

• 14.1 Market drivers
  • Surging grid scale renewable energy battery storage infrastructure deployment enhances consumption
  • Rapid proliferation global passenger electric vehicle manufacturing volume sustains base demand
  • Rising aerospace superalloy production military defense expenditures drive high purity procurement
• 14.2 Market challenges
  • Resource nationalism export quota policy imposed disrupts international mineral distribution
  • Downstream battery chemistry diversification reduces high purity cobalt cathode utilization
  • Extended project development cycles impede domestic mine capital expenditure infrastructure
• 14.3 Impact of drivers and challenges
  • Impact of drivers and challenges in 2025 and 2030
• 14.4 Market opportunities
  • Sovereign resource price management regulatory quotas replaces passive market valuation
  • Secondary battery black mass material import policy liberalization expands recycling
  • Geographic processing capacity diversification reshapes commercial concentration mineral supply chains

15 Competitive Landscape

• 15.1 Overview
• 15.2 Competitive Landscape
  • Overview on criticality of inputs and factors of differentiation
• 15.3 Landscape disruption
  • Overview on factors of disruption
• 15.4 Industry risks
  • Impact of key risks on business

16 Competitive Analysis

• 16.1 Companies profiled
  • Companies covered
• 16.2 Company ranking index
  • Company ranking index
• 16.3 Market positioning of companies
  • Matrix on companies position and classification
• 16.4 BHP Group Ltd.
  • BHP Group Ltd. - Overview
  • BHP Group Ltd. - Business segments
  • BHP Group Ltd. - Key offerings
  • BHP Group Ltd. - Segment focus
  • SWOT
• 16.5 CMOC Group Ltd.
  • CMOC Group Ltd. - Overview
  • CMOC Group Ltd. - Business segments
  • CMOC Group Ltd. - Key offerings
  • CMOC Group Ltd. - Segment focus
  • SWOT
• 16.6 Eramet SA
  • Eramet SA - Overview
  • Eramet SA - Business segments
  • Eramet SA - Key offerings
  • Eramet SA - Segment focus
  • SWOT
• 16.7 GEM Co. Ltd.
  • GEM Co. Ltd. - Overview
  • GEM Co. Ltd. - Business segments
  • GEM Co. Ltd. - Key offerings
  • GEM Co. Ltd. - Segment focus
  • SWOT
• 16.8 Glencore Plc
  • Glencore Plc - Overview
  • Glencore Plc - Business segments
  • Glencore Plc - Key offerings
  • Glencore Plc - Segment focus
  • SWOT
• 16.9 MMG Ltd.
  • MMG Ltd. - Overview
  • MMG Ltd. - Business segments
  • MMG Ltd. - Key offerings
  • MMG Ltd. - Segment focus
  • SWOT
• 16.10 Nanjing Hanrui Cobalt Co. Ltd.
  • Nanjing Hanrui Cobalt Co. Ltd. - Overview
  • Nanjing Hanrui Cobalt Co. Ltd. - Business segments
  • Nanjing Hanrui Cobalt Co. Ltd. - Key offerings
  • Nanjing Hanrui Cobalt Co. Ltd. - Segment focus
  • SWOT
• 16.11 Pengxin International Mining
  • Pengxin International Mining - Overview
  • Pengxin International Mining - Business segments
  • Pengxin International Mining - Key offerings
  • Pengxin International Mining - Segment focus
  • SWOT
• 16.12 PJSC MMC Norilsk Nickel
  • PJSC MMC Norilsk Nickel - Overview
  • PJSC MMC Norilsk Nickel - Business segments
  • PJSC MMC Norilsk Nickel - Key offerings
  • PJSC MMC Norilsk Nickel - Segment focus
  • SWOT
• 16.13 Sherritt International Corp.
  • Sherritt International Corp. - Overview
  • Sherritt International Corp. - Product / Service
  • Sherritt International Corp. - Key offerings
  • SWOT
• 16.14 Sumitomo Metal Mining Co. Ltd.
  • Sumitomo Metal Mining Co. Ltd. - Overview
  • Sumitomo Metal Mining Co. Ltd. - Business segments
  • Sumitomo Metal Mining Co. Ltd. - Key offerings
  • Sumitomo Metal Mining Co. Ltd. - Segment focus
  • SWOT
• 16.15 Umicore SA
  • Umicore SA - Overview
  • Umicore SA - Business segments
  • Umicore SA - Key news
  • Umicore SA - Key offerings
  • Umicore SA - Segment focus
  • SWOT
• 16.16 Vale SA
  • Vale SA - Overview
  • Vale SA - Business segments
  • Vale SA - Key offerings
  • Vale SA - Segment focus
  • SWOT
• 16.17 Zhejiang Huayou Cobalt Co. Ltd.
  • Zhejiang Huayou Cobalt Co. Ltd. - Overview
  • Zhejiang Huayou Cobalt Co. Ltd. - Product / Service
  • Zhejiang Huayou Cobalt Co. Ltd. - Key offerings
  • SWOT
• 16.18 Zijin Mining Group Co. Ltd.
  • Zijin Mining Group Co. Ltd. - Overview
  • Zijin Mining Group Co. Ltd. - Business segments
  • Zijin Mining Group Co. Ltd. - Key offerings
  • Zijin Mining Group Co. Ltd. - Segment focus
  • SWOT

17 Appendix

• 17.1 Scope of the report
  • Market definition
  • Objectives
  • Notes and caveats
• 17.2 Inclusions and exclusions checklist
  • Inclusions checklist
  • Exclusions checklist
• 17.3 Currency conversion rates for US$
  • Currency conversion rates for US$
• 17.4 Research methodology
  • Research methodology
• 17.5 Data procurement
  • Information sources
• 17.6 Data validation
  • Data validation
• 17.7 Validation techniques employed for market sizing
  • Validation techniques employed for market sizing
• 17.8 Data synthesis
  • Data synthesis
• 17.9 360 degree market analysis
  • 360 degree market analysis
• 17.10 List of abbreviations
  • List of abbreviations