美国仓库囤积65.2万吨，LME库存跌至三个月低位
Switzerland-based Glencore, one of the world's largest commodity traders and miners, dominates global cobalt supply and is central to Western strategies to secure critical minerals from the DRC.
完整档案 ›The transition metal underpinning lithium-ion batteries, with the Democratic Republic of Congo supplying roughly 76% of world mine output and wielding OPEC-style export quotas since late 2025.
Chile's wholly state-owned copper company, Codelco is the world's largest single copper producer, supplying roughly 6% of global mine output and funding the Chilean treasury through statutory profit transfers.
Producers and processors: the fifteen miners and refiners who set the critical minerals supply floor
From Chilean brine fields to Congolese copper pits, fifteen companies mine and refine the lithium, copper and cobalt the energy transition depends on.
The Democratic Republic of Congo supplies roughly 70% of world cobalt mine output from its Katanga Copperbelt, and since October 2025 has wielded OPEC-style export quotas to manage global prices.
The US company, headquartered in Phoenix, Arizona, that mines more copper than any other publicly traded firm, making it a swing factor in global critical-minerals supply.
UK-Australian mining group dual-listed in London and Sydney; the world's second-largest miner, dominant in Pilbara iron ore and a fast-expanding force in copper and lithium.
A transition metal that hardens steel rebar and stores renewable electricity in flow batteries, with China controlling roughly 60% of global supply as of mid-2026.
The base metal behind galvanized steel; China refines nearly half the world supply, and its 2026 shift to net exporter is tightening global zinc markets.
Mutanda与KCC股权转让使华盛顿间接掌控刚果（金）两座最大矿山之一；针对力拓这桩巨型合并的六个月收购委员会冷静期将于2026年8月到期