刚果民主共和国于8月6日重新实施铜和钴精矿出口禁令，阻止未加工原矿离境；TRT非洲将此举评价为刚果努力在国内获取更大采矿价值的重大升级
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.
完整档案 ›China's CMOC Group supplies roughly one-third of global cobalt from its DRC mines, making it the dominant actor in battery-metal supply chains and a flashpoint in US-China resource competition.
As battery-metal demand accelerates, Indonesia, the DRC, Guinea, Chile and Zimbabwe are using export quotas, bans and permit revocations to keep more mineral value at home.
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.
刚果（金）将洛阳钼业2026年钴出口配额设为3.12万吨，而2025年产量达11.75万吨；6月1日停工加剧铜产量风险，洛阳钼业维持全年76万至82万吨铜产量指引
金沙萨以严格的年度上限取代了2025年的出口禁令；钴价升至57,320美元/吨，但手工采矿者大多不受此上限约束
史上最紧的实物市场把钴价推至两年新高，随后在第二季度回落；Electra位于安大略省、年产能5,120吨的精炼厂瞄准符合IRA要求的电池供应；刚果（金）的出口配额与磷酸铁锂55%的份额，构成了钴长期替代之争的框架
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