The mining regulator of the Democratic Republic of the Congo has introduced stricter measures to enforce cobalt export quotas, aiming to stabilise supply and support global prices.
Mining companies have been instructed to utilise all remaining fourth-quarter 2025 export quotas by April 30. Any unused volumes after this deadline will be forfeited and transferred to a national strategic reserve.
New Deadlines and Policy Enforcement
The regulator, ARECOMS, also confirmed that:
- First-quarter 2026 export quotas can be shipped until June 30
- These shipments may overlap with second-quarter allocations
- All quotas issued for 2026 remain valid
According to ARECOMS chairperson Patrick Luabeya, the updated rules took effect on March 31, 2026, with penalties introduced for non-compliance.
Managing Global Cobalt Supply
The Democratic Republic of the Congo produces around 70% of the world’s cobalt, making it a critical player in global supply—especially for battery and electric vehicle industries.
The country introduced export quotas after a temporary export ban aimed at reducing oversupply in international markets. This intervention helped support a rebound in cobalt prices.
Logistical Challenges Persist
Despite the resumption of exports, producers are facing operational and logistical challenges under the new quota system. These constraints have slowed the shipment of allocated volumes.
Industry responses to the latest directive have been mixed:
- CMOC Group Limited indicated the April deadline is manageable, having already shipped its fourth-quarter quota
- Trading firm IXM noted the timeline is workable but highlighted uncertainty around regulatory clarity
- Zhejiang Huayou Cobalt described the decision as positive for producers adjusting to the new system
Strengthening Control Over Strategic Minerals
The directive reflects ongoing efforts by the DRC government to:
- Regulate supply more effectively
- Support stable pricing
- Strengthen oversight of critical minerals
As one of the world’s most important sources of cobalt, the country’s policy decisions continue to shape global markets, particularly as demand grows for battery metals.
Outlook
With stricter enforcement now in place, the Democratic Republic of the Congo is reinforcing its position as a key regulator of global cobalt supply. While challenges remain, the measures are expected to improve market balance and enhance long-term stability in the sector.
