Congo reaffirms cobalt export quotas as shipments prepare to restart within days
Congo’s mining regulator has pledged to enforce the cobalt export quotas allocated to miners for 2025, even after months of delays tied to new rules. A pilot shipment is being prepared and is expected to depart within the coming days.
The Democratic Republic of Congo remains the world’s leading cobalt producer, supplying more than 70% of global output. In October, the country introduced export quotas after an extended ban aimed at curbing oversupply and stabilizing prices. Since then, exports stalled as companies awaited clearer guidance on how to comply.
The Congo Chamber of Mines wrote to the mines ministry seeking discussions with ARECOMS (the regulator) to address ongoing delays and concerns over its 10% strategic stock, but has not yet received a response.
ARECOMS has indicated that Glencore is among miners cleared to test the new system, with the first cargo to be shipped in the next few days once a 10% royalty payment is settled. The regulator noted that volumes and timing for the first shipment have not been disclosed.
The regulator emphasized that the measures in place ensure robust controls before exports resume and that the quotas assigned to companies will be respected.
Under the quota framework, 18,125 metric tons are allocated for the fourth quarter, with a plan to cap annual exports at 96,600 tons starting in 2026. The allocations show large shares for CMOC of China and Glencore, while ARECOMS retains 10% for a strategic reserve.
Industry observers have cautioned that the 10% strategic stock raises questions about transparency and market impact. Kinshasa-based analyst Jean Pierre Okenda warned that without clear accountability, tying a stockpile to market needs could create risks unless governance is robust.
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