Cobalt - A Global Market Perspective

1.METHODOLOGY
Study Reliability and Reporting Limitations
Disclaimers
Quantitative Techniques & Reporting Level
2.GLOBAL MARKET OVERVIEW
Outlook Remains Positive
Growth in Aerospace Industry Drives Demand for Cobalt
Current & Future Analysis
3.PRODUCTION SCENARIO
4.PRICING SCENARIO
Prices to Come Down in 2009
Alternative Metals Send Alarming Signals
5.PRODUCT FACTS
6.SELECT TECHNOLOGICAL DEVELOPMENTS
ONCOlog to Receive Milestone Payments for Cobalt Technology
Escher Develops New Imaging Technology
Superconductors Using Layered Cobalt Oxides
Cytec Develops Innovative Amino Resin Process
7.CORPORATE DEVELOPMENTS
Katanga Mining Merges with Nikanor
Castle to Take Over Major Cobalt Mining Camp
UC RUSAL Completes Acquisition of Major Interest in OJSC MMC
Caledonia Inks Fourth Agreement with Chinese Refiner
Caledonia Inks Two Agreements with Chinese Refineries
LCM Plans to Expand Baluba Operations
CAMEC Resumes Work in Mukondo Cobalt Mine
RMMI Invests in Cobalt and Copper Mines of Congo
SRMI Resumes Operations in Tubay
CAMEC Proposed Plans to Acquire Stake in DRC
Strike Minerals Acquires Additional Units in Mining Claim Blocks
Xstrata Alloys to Acquire De Wildt Project from Nkwe Platinum
Vale to Acquire Mining Rights of Mineração Apolo
Dalian Xinyang Signs Contract with Shengbao Group and Shengbao Mining
Benton Resources Acquires Two Projects in Labrador
Talvivaara Mining Company Signs Contract with Norilsk Nickel
Hunan Nonferrous Signs a Contract with Compass
Anhua Cobalt Commences Construction on Cobalt Smelting Facility
China Metallurgical Group Signs Joint Venture Agreement with Chinese Entities
Avalloy Opens First Superalloy Plant in South Africa
OM Group Divests its Nickel Assets to MMC Norilsk
Silver Shield Announces Acquisition of Silver/Cobalt Deposits
Anvil Acquires 15% Mining Rights in Kinsevere-Nambulwa Deposits
CAMEC to Acquire Galico
Lundin Mining Announces the Acquisition of Tenke
CAMEC to Acquire Katanga Mining
CVRD Undergoes Name Change
Nordion Enters into an Agreement with Russian Nuclear Reactor
Sherritt Concludes Plan of Arrangement with Dynatec
Freeport-McMoRan Acquires Phelps Dodge
ThyssenKrupp Merges with Precision
Norilsk Acquires 97% of LionOre Stock
AMP Sells Reinsurance and General Insurance Operation
Gansu Jinchuan Group Signs Framework Agreement with Metals X
Strike Acquires Cobalt Property in Kittson
Highlands Pacific to Sell Interest in Ramu Project
Norilsk’s Tati Refinery to be Used Globally
8.MAJOR PLAYERS
Caledonia Mining Corporation (Canada)
Chambishi Metals Plc (Zambia)
Compagnie de Tifnout Tighanimine (Morocco)
Eramet SA (France)
Eurotungstene Poudres SA (France)
Freeport-McMoRan Copper & Gold Inc. (North America)
H. C. Starck GmbH & Co., KG (Germany)
Minara Resources Limited (Australia)
MMC Norilsk Nickel Group (Russia)
Nanjing Hanrui Cobalt Co. Ltd. (China)
OM Group Inc. (USA)
Osram Sylvania (USA)
QNI Pty Ltd. (Australia)
Sherritt International Corporation (Canada)
Sumitomo Metal Mining Co., Ltd. (Japan)
Umicore (Belgium)
Vale Inco (Canada)
Xstrata Plc (Switzerland)
Zambia Consolidated Copper Mines (ZCCM)
9.MARKET ANALYTICS
10.THE UNITED STATES
Cobalt Reserves
A Review of Trade Scenario
Exports
Imports
11.CANADA
Production
Trade Scenario
Exports
Imports
12.JAPAN
Production
13.EUROPE
a.France
b.Germany
c.Italy
d.The United Kingdom
e.Rest of Europe
14.ASIA-PACIFIC
a.China
b.Rest of Asia-Pacific
15.REST OF WORLD
Exhibits
Table 1: World Cobalt Mine Production by Country - 2007 (in Metric Tons)
Table 2: World Cobalt Reserves and Resource Base –
Table 3: World Refined Cobalt Production by Region – 2007 (in Tonnes)
Table 4: Leading Producers in the World Refined by Production Capacity Cobalt Market –
Table 5: Market Shares of Leading Cobalt Battery Manufacturers in the World –
Table 6: Global Cobalt Market by Region for the Period 2007-2015 (Sales in Metric Tons)
Table 7: Percentage Breakdown of Global Cobalt Market by Region for the Years 2008 & 2009
Table 8: Global Market for Cobalt in Adhesives and Dryers by Region for the Period 2007-2015 (Sales in Metric Tons)
Table 9: Percentage Breakdown of Global Market for Cobalt in Adhesives and Dryers by Region for the Years 2008 & 2009
Table 10: Global Market for Cobalt in Batteries by Region for the Period 2007-2015 (Sales in Metric Tons)
Table 11: Percentage Breakdown of Global Market for Cobalt in Batteries by Region for the Years 2008 & 2009
Table 12: Global Market for Cobalt in Catalysts by Region for the Period 2007-2015 (Sales in Metric Tons)
Table 13: Percentage Breakdown of Global Market for Cobalt in Catalysts by Region for the Years 2008 & 2009
Table 14: Global Market for Cobalt in Cemented Carbides by Region for the Period 2007-2015 (Sales in Metric Tons)
Table 15: Percentage Breakdown of Global Market for Cobalt in Cemented Carbides by Region for the Years 2008 & 2009
Table 16: Global Market for Cobalt in Hard-Facing & Other Alloys by Region for the Period 2007-2015 (Sales in Metric Tons)
Table 17: Percentage Breakdown of Global Market for Cobalt in Hard-Facing & Other Alloys by Region for the Years 2008 & 2009
Table 18: Global Market for Cobalt in Magnets by Region for the Period 2007-2015 (Sales in Metric Tons)
Table 19: Percentage Breakdown of Global Market for Cobalt in Magnets by Region for the Years 2008 & 2009
Table 20: Global Market for Cobalt in Super Alloys by Region for the Period 2007-2015 (Sales in Metric Tons)
Table 21: Percentage Breakdown of Global Market for Cobalt in Super Alloys by Region for the Years 2008 & 2009
Table 22: Global Market for Cobalt in Specialty Chemicals by Region for the Period 2007-2015 (Sales in Metric Tons)
Table 23: Percentage Breakdown of Global Market for Cobalt in Specialty Chemicals by Region for the Years 2008 & 2009
Table 24: Global Market for Cobalt in Pigments by Region for the Period 2007-2015 (Sales in Metric Tons)
Table 25: Percentage Breakdown of Global Market for Cobalt in Pigments by Region for the Years 2008 & 2009
Table 26: Global Market for Cobalt in Other Applications by Region for the Period 2007-2015 (Sales in Metric Tons)
Table 27: Percentage Breakdown of Global Market for Cobalt in Other Applications by Region for the Years 2008 & 2009
Table 28: Percentage Breakdown of US Cobalt Exports by Country - 2007 (Value in US$ Thousand)
Table 29: Percentage Breakdown of US Cobalt Ores and Concentrates Exports by Country - 2007 (Value in US$ Thousand)
Table 30: Percentage Breakdown of US Cobalt Oxides and Hydroxides Exports by Country – 2007 (Value in US$ Thousand)
Table 31: Percentage Breakdown of US Cobalt Imports by Country – 2007 (Value in US$ Thousand)
Table 32: Percentage Breakdown of US Cobalt Ores and Concentrates Imports by Country – 2007 (Value in US$ Thousand)
Table 33: Percentage Breakdown of US Cobalt Oxides and Hydroxides Imports by Country – 2007 (Value in US$ Thousand)
Table 34: Cobalt Market by End-Use Segment in the US: 2007-2015 (Sales in Metric Tons)
Table 35: Percentage Breakdown of Cobalt Market by End-Use Segment in the US for the Years 2008 & 2009
Table 36: Percentage Breakdown of Canadian Cobalt Exports by Country –
Table 37: Percentage Breakdown of Canadian Cobalt Oxides and Hydroxides Exports by Country – 2007 (Value in US$ Thousand)
Table 38: Percentage Breakdown of Canadian Cobalt Imports by Country - 2007 (Value in US$ Thousand)
Table 39: Percentage Breakdown of Canadian Cobalt Oxides and Hydroxides Imports by Country – 2007 (Value in US$ Thousand)
Table 40: Cobalt Market by End-Use Segment in Canada: 2007-2015 (Sales in Metric Tons)
Table 41: Percentage Breakdown of Cobalt Market by End-Use Segment in Canada for the Years 2008 & 2009
Table 42: Cobalt Market by End-Use Segment in Japan: 2007-2015 (Sales in Metric Tons)
Table 43: Percentage Breakdown of Cobalt Market by End-Use Segment in Japan for the Years 2008 & 2009
Table 44: European Cobalt Exports by Select Country – 2006 (in Tonnes)
Table 45: European Cobalt Imports by Select Country - 2006 (in Tonnes)
Table 46: Cobalt Market by Region in Europe: 2007-2015 (Sales in Metric Tons)
Table 47: Percentage Breakdown of Cobalt Market by Region in Europe for the Years 2008 & 2009
Table 48: Cobalt Market by End-Use Segment in Europe: 2007-2015 (Sales in Metric Tons)
Table 49: Percentage Breakdown of Cobalt Market by End-Use Segment in Europe for the Years 2008 & 2009
Table 50: Cobalt Market by End-Use Segment in France: 2007-2015 (Sales in Metric Tons)
Table 51: Percentage Breakdown of Cobalt Market by End-Use Segment in France for the Years 2008 & 2009
Table 52: Cobalt Market by End-Use Segment in Germany: 2007-2015 (Sales in Metric Tons)
Table 53: Percentage Breakdown of Cobalt Market by End-Use Segment in Germany for the Years 2008 & 2009
Table 54: Cobalt Market by End-Use Segment in Italy: 2007-2015 (Sales in Metric Tons)
Table 55: Percentage Breakdown of Cobalt Market by End-Use Segment in Italy for the Years 2008 & 2009
Table 56: Cobalt Market by End-Use Segment in the UK: 2007-2015 (Sales in Metric Tons)
Table 57: Percentage Breakdown of Cobalt Market by End-Use Segment in the UK for the Years 2008 & 2009
Table 58: Cobalt Market by End-Use Segment in Rest of Europe: 2007-2015 (Sales in Metric Tons)
Table 59: Percentage Breakdown of Cobalt Market by End-Use Segment in Rest of Europe for the Years 2008 & 2009
Table 60: Cobalt Market by Region in Asia-Pacific: 2007-2015 (Sales in Metric Tons)
Table 61: Percentage Breakdown of Cobalt Market by Region in Asia-Pacific for the Years 2008 & 2009
Table 62: Cobalt Market by End-Use Segment in Asia-Pacific: 2007-2015 (Sales in Metric Tons)
Table 63: Percentage Breakdown of Cobalt Market by End-Use Segment in Asia-Pacific for the Years 2008 & 2009
Table 64: Chinese Cobalt Shipments –
Table 65: Cobalt Market by End-Use Segment in China: 2007-2015 (Sales in Metric Tons)
Table 66: Percentage Breakdown of Cobalt Market by End-Use Segment in China for the Years 2008 & 2009
Table 67: Cobalt Market by End-Use Segment in Rest of Asia-Pacific: 2007-2015 (Sales in Metric Tons)
Table 68: Percentage Breakdown of Cobalt Market by End-Use Segment in Rest of Asia-Pacific for the Years 2008 & 2009
Table 69: Cobalt Market by End-Use Segment in Rest of World: 2007-2015 (Sales in Metric Tons)
Table 70: Percentage Breakdown of Cobalt Market by End-Use Segment in Rest of World for the Years 2008 & 2009
Companies Profiled