Congo Tightens Cobalt Export Rules Amid Global Battery Demand

Congo Implements Stricter Cobalt Export Conditions

Congo has introduced new conditions for cobalt exporters to strengthen control over its battery mineral supply. These rules require miners to pre-pay a 10% royalty within 48 hours and obtain a compliance certificate before export. As a result, producers are grappling with complex paperwork while trying to meet new regulatory demands.

The Democratic Republic of Congo produces over 70% of the world’s cobalt, a critical component in electric vehicle batteries. The country replaced its months-long export ban with a quota system in October to increase state revenue and enhance oversight. However, no shipments have moved since the ban ended as companies adjust to the updated conditions.

Meanwhile, Congo’s joint circular from the mines and finance ministries mandates multi-agency oversight for cobalt shipments. Exporters must complete quota verification, joint sampling, and secure a Quota Verification Certificate (AVQ) from ARECOMS. The AVQ must accompany export documentation alongside multiple compliance certificates.

Exporters Face Compliance Challenges and Market Impacts

Congo allocated 18,125 metric tons of cobalt export quotas for Q4 2025 and plans 96,600 tons annually from 2026. Top producers, including China’s CMOC and Glencore, received the largest quotas. ARECOMS retained a 10% strategic reserve.

However, exporters face uncertainty regarding royalty calculations and compliance requirements. Industry experts warn that last-minute royalty demands and intricate paperwork will keep cobalt shipments and prices volatile. Currently, cobalt trades around $24 a pound, up from $16 a pound in August, reflecting rising supply insecurity.

The stricter regulations may influence battery supply chains globally. Panmure Liberum analyst Duncan Hay noted that the new rules add uncertainty to cobalt availability, potentially affecting EV production and investment in critical minerals.

SuperMetalPrice Commentary:

Congo’s enhanced export controls highlight the country’s strategic approach to maximize revenue and control over global cobalt supply. These measures may create short-term volatility but reinforce long-term regulatory oversight. SuperMetalPrice anticipates fluctuating cobalt prices and increased attention from EV manufacturers seeking stable, traceable supply.