Cobalt · At. No. 27 Cobalt Metal

Battery-grade cobalt,
controlled from source

AYYS structures cobalt transactions across all principal forms — battery-grade hydroxide (MHP/MSP), cobalt metal 99.8%+ and cobalt sulphate — from upstream producers in the DRC–Zambia copperbelt and select Eurasian origins. Full chain-of-custody documentation, OECD DD aligned.

30–60%Hydroxide grade

3Forms

2Corridors

CIF/FOBPrincipal Incoterms

Request sourcing mandate Grade specifications Cobalt scrap

Cobalt Metal — LME OTC

26,500 USD/t

▼ -320 -1.12% · 10 mai 2026

Source: LME · Fastmarkets · Mise à jour mensuelle

Prix marché

Sur demande

Marché OTC — pas de cotation publique

Cobalt = prix OTC / moyenne mensuelle LME · Source officielle: LME Cobalt · Mise à jour mensuelle

Le cobalt est un métal OTC — aucun futures spot liquide public.
Prix indicatif disponible via LME Cobalt ou Fastmarkets.

Grade specifications

Cobalt forms & purity specifications

AYYS structures cobalt transactions across multiple forms and grades. All transactions reference international standards (LME, ASTM, IEC, GB/T) unless specifically agreed otherwise. Independent pre-shipment assay by SGS, Intertek or Bureau Veritas.

30–32% Co

Battery-grade hydroxide (MHP)

Co min30.0%

Ni max20%

Mn max1.5%

Mg max0.5%

StandardLiB cathode feedstock

FormFilter cake / slurry

Moisture35–50% w/w

99.80%

Cobalt metal — rounds/briquettes

Co min99.8%

Ni max0.10%

Cu max0.001%

Fe max0.005%

StandardLME Grade 1 / ASTM

FormRounds 1 kg, briquettes 4 kg

PackagingDrums 250 kg net

21% Co

Cobalt sulphate heptahydrate

Co20.5–21.0%

Ni max0.005%

Cu max0.001%

Na max0.01%

StandardBattery precursor grade

FormWhite crystalline powder

Packaging25 kg bags / IBC

99.50%

Cobalt oxide — Co3O4

Co content73.0–73.5%

Fe max0.01%

Ni max0.01%

BET3–12 m²/g

Particle D502–6 µm

ApplicationLCO cathode, pigment

PricingLME + agreed premium

65% Co

Cobalt concentrate

Co min60–70%

Cu1–3%

Ni2–5%

Fe8–15%

OriginDRC / Zambia

Moisturemax 10%

AssaySGS/Intertek CIF port

≥99.99%

Cobalt metal — special grade

Co min99.99%

Ni max0.002%

Fe max0.001%

S max0.002%

FormSmall rounds, foil

ApplicationAlloys, superalloys

Min lot500 kg

Cobalt scrap · secondary grades

Scrap & secondary material sourcing

AYYS sources certified cobalt scrap and secondary material from collection networks in Eastern Europe, Turkey and the Levant. Independent pre-shipment assay mandatory. Pricing on spot or index discount basis.

Cobalt-bearing spent catalysts

Hydrodesulphurisation & refinery catalysts. Co 8–25%, Mo 5–20%. Dry, free-flowing. Assay by XRF/ICP. LME-based pricing minus agreed discount.

Co 8–25%

Superalloy scrap — Co-based

Stellite, Haynes, MAR-M series alloy scrap. Co 40–65%, Cr 20–30%, W 5–15%. Clean, free of ceramics.

Co 40–65%

Spent LiCoO₂ cathode material

Black mass precursor, battery manufacturing scrap. Co 15–60% depending on form. Pre-shipment assay mandatory. Chain of custody required.

Co 15–60%

Assay & pricing basis — all secondary grades Independent pre-shipment assay by SGS / Intertek / Bureau Veritas. Pricing referenced to prevailing spot or index minus agreed discount per grade. Payment: confirmed irrevocable L/C at sight or TT against original shipping documents. Minimum lot: 5–20 metric tonnes depending on form. Origin documentation and chain-of-title required. KYC and AML checks completed before issuance of any purchase confirmation.

Compliance framework

Every transaction — KYC · AML · sanctions screened

AYYS integrates compliance at the transaction level. Onboarding, counterparty screening and trade documentation meet OECD Due Diligence Guidance for Responsible Supply Chains.

KYC / AML

Full beneficial ownership verification. UBO chain documented to natural person level. Enhanced DD for high-risk jurisdictions.

Sanctions

OFAC, EU, UN and UK sanctions screening on all counterparties, vessels, flags, ports and transit corridors prior to any commitment.

OECD DD

Conflict minerals due diligence aligned with OECD 5-step framework. Origin documentation mandatory for all sensitive corridor flows.

EU CBAM

Carbon Border Adjustment Mechanism reporting support for applicable metal imports into the EU. Embedded CO₂ data available on request.

AYYS Signal — Cobalt

Daily intelligence signals

Market briefs updated by the AYYS trading desk. Contact us for full platform access.

High — Supply risk

DRC export quota extension — cobalt hydroxide shipments constrained through Q3 2026

CMOC and Glencore KCC reporting allocation shortfalls following DRC Mines Ministry quota extension. AYYS has secured alternative routing via Tanzania port for allocated lots. Premium for spot MHP currently +$1,200/t over forward.

May 2026

Medium — Demand

EV battery manufacturers accelerating cobalt reduction — LFP shift confirmed by 4 top-10 OEMs

Four of the top-10 EV manufacturers have now formally announced cobalt-free LFP chemistries for entry-level models. High-nickel NMC remains cobalt-dependent for premium vehicles. Net impact: moderate demand softening in 2027–28 before CAGR resumes.

May 2026

Monitoring — Policy

China maintains cobalt as Critical Mineral — export licensing framework unchanged

MIIT reconfirms cobalt on strategic materials list. No new export restrictions beyond existing licensing regime. AYYS monitoring Congolese regulatory signals re: processing requirements ahead of Q4 review.

April 2026

Cobalt — structured execution

Request a sourcing mandate

Specify form, grade, volume, Incoterm and preferred pricing basis. The AYYS trading desk responds within 24 hours with an indicative term sheet.

Request cobalt mandate → Download spec sheet