Economie

La surtaxation du cobalt congolais aura un effet mondial sur le prix de la batterie

DRC Cobalt Levy to Impact Global Battery Sector, Benchmark Says

Plans by Democratic Republic of Congo to impose a “super-tax on cobalt will have whole-world implications” as the top producer of the battery metal extends its dominance in mine output, Benchmark Mineral Intelligence analyst Caspar Rawles says Wednesday in Melbourne.

Une batterie

* The DRC accounted for ~66% of global output in 2017 and is likely to extend share to 75% by 2021 as producers, including Glencore Plc, bring on new projects in the nation; China dominates refined production, with ~58% in 2017
* NOTE: The Congo’s government has said it’s preparing to categorize cobalt and other metals as strategic, imposing a 10% royalty tax of producers
* Prices could rise in Q4 on stronger seasonal demand from electric vehicle production in China; remains unknown what
impact lower prices in 2018 may have on existing producers’ plans to boost mine output
* NOTE: Cobalt has declined 16% this year on the London Metal Exchange
* Existing cobalt supply should meet rising demand through to ~2023, when there’s potential bottlenecks in supply chain,
including as a result of lack of new refinery capacity outside of China

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