Kwikota yesibini ka-2020, ukungeniswa kwempahla ekrwada ye-cobalt iyonke kuye kwafikelela kwi-16,800 yeetoni zentsimbi, ukwehla konyaka-ngonyaka nge-19%.Phakathi kwabo, ukungeniswa okupheleleyo kwe-cobalt ore kwakuyi-0.01 yezigidi zeetoni zetsimbi, ukwehla kwe-92% ngonyaka;Ixabiso eliphakathi kweemveliso zokunyibilikisa ezimanzi zecobalt zazingama-15,800 eetoni, ukwehla konyaka-ngonyaka nge-15%;inani elipheleleyo le-cobalt elingasetyenziswanga laliyi-0.08 yezigidi zeetoni zesinyithi, Ukwanda kwama-57% unyaka nonyaka.

Utshintsho kwixabiso lemveliso ye-SMM cobalt ukusuka nge-8 kaMeyi ukuya nge-31 kaJulayi, 2020

Idatha esuka kwiSMM

Emva kombindi kaJuni, umlinganiselo we-cobalt ye-electrolytic kwi-cobalt sulfate ngokuthe ngcembe uye wathambekela ku-1, ingakumbi ngenxa yokufunyanwa kancinci kwemfuno yemathiriyeli yebhetri.

Uthelekiso lwexabiso lemveliso ye-SMM cobalt ukusuka nge-8 kaMeyi ukuya nge-31 kaJulayi, 2020

Idatha esuka kwiSMM

Ekuphela kwezinto ezixhase ukunyuka kwamaxabiso ukusuka ngoMeyi ukuya kuJuni kulo nyaka ibe kukuvalwa kwezibuko loMzantsi Afrika ngo-Epreli, kunye nezixhobo ze-cobalt zasekhaya beziqinile ukusuka ngoMeyi ukuya kuJuni.Nangona kunjalo, izinto ezisisiseko zeemveliso ezinyibilikisiweyo kwiimarike zasekhaya zisagqithisa, kwaye i-cobalt sulfate iqalile ukuchithwa kuloo nyanga, kwaye izinto ezisisiseko ziphuculwe.Imfuno esezantsi yomlambo ayizange iphuculwe kakhulu, kwaye imfuno ye-elektroniki yedijithali ye-3C ingene kwixesha elingekhoyo lokuthenga, kwaye ukunyuka kwexabiso kuye kwabancinci.

Ukusukela phakathi kuJulayi kulo nyaka, izinto ezixhasa ukunyuka kwamaxabiso zonyukile:

1. Isiphelo sobonelelo lwemathiriyeli yeCobalt:

Ubhubhani omtsha wesithsaba e-Afrika unzima, kwaye iimeko eziqinisekisiweyo kwiindawo zemigodi ziye zavela emva komnye.Imveliso ayizange ichaphazeleke okwangoku.Nangona uthintelo lobhubhani kunye nolawulo kwiindawo zemigodi kungqongqo kwaye amathuba okuqhambuka okusasazeka okukhulu kuncinci, intengiso isenexhala.

Okwangoku, umthamo wezibuko loMzantsi Afrika unempembelelo enkulu.UMzantsi Afrika ngoku lelona lizwe lichaphazeleke kakhulu eAfrika.Inani lamatyala aqinisekisiweyo lidlule kwi-480,000, kwaye inani loxilongo olutsha lonyuke nge-10,000 ngosuku.Kuyaqondwa ukuba ukusukela oko uMzantsi Afrika unyusile i-embargo nge-1 kaMeyi, umthamo wezibuko uye wacotha ukubuya, kwaye ishedyuli yokuqala yokuthumela ngenqanawa yathunyelwa phakathi kuMeyi;umthamo wezibuko ukusuka ngoJuni ukuya kuJulayi wawuyi-50-60% kuphela yomthamo wesiqhelo;ngokwempendulo evela kubathengisi bezinto eziluhlaza ze-cobalt , Ngenxa yeendlela zabo zokuthutha ezikhethekileyo, ishedyuli yokuthumela yabathengisi abaqhelekileyo iyafana nexesha elidlulileyo, kodwa akukho phawu lokuphucula.Kulindeleke ukuba imeko iqhubeke ubuncinane kwiinyanga ezimbini ukuya kwezintathu ezizayo;Ishedyuli yamva nje yokuthumela ngenqanawa yabanye ababoneleli ngo-Agasti iye yehla, kwaye ezinye iimpahla kunye ne-cobalt Imathiriyeli ekrwada ithimba umthamo oqingqiweyo wamazibuko aseMzantsi Afrika.

Kwikota yesibini ka-2020, ukungeniswa kwempahla ekrwada ye-cobalt iyonke kuye kwafikelela kwi-16,800 yeetoni zentsimbi, ukwehla konyaka-ngonyaka nge-19%.Phakathi kwabo, ukungeniswa okupheleleyo kwe-cobalt ore kwakuyi-0.01 yezigidi zeetoni zetsimbi, ukwehla kwe-92% ngonyaka;Ixabiso eliphakathi kweemveliso zokunyibilikisa ezimanzi zecobalt zazingama-15,800 eetoni, ukwehla konyaka-ngonyaka nge-15%;inani elipheleleyo le-cobalt elingasetyenziswanga laliyi-0.08 yezigidi zeetoni zesinyithi.Ukunyuka kwama-57% unyaka nonyaka.

I-cobalt yase-China ingenisa impahla eluhlaza ukusuka ngoJanuwari ka-2019 ukuya ku-Agasti ka-2020

Idatha esuka kwiSMM&Siko laseTshayina

Urhulumente wase-Afrika kunye noshishino baya kulungisa intsimbi ekrwada abachasene nayo.Ngokutsho kweendaba zemarike, ukususela ngo-Agasti kulo nyaka, iya kulawula ngokupheleleyo kwaye ilawule i-ore yokubamba.Ixesha lokulungiswa linokuchaphazela ukungeniswa kwezinye izinto eziluhlaza ze-cobalt kwixesha elifutshane, elikhokelela kunikezelo oluqinileyo.Nangona kunjalo, unikezelo lonyaka lwe-ore ngesandla, ngokwezibalo ezingaphelelanga, libala malunga ne-6% -10% yokunikezelwa kwehlabathi jikelele kwezinto eziluhlaza ze-cobalt, ezinempembelelo encinci.

Ngoko ke, izinto ze-cobalt zasekhaya ziqhubeka ziqinile, kwaye ziya kuqhubeka ubuncinane kwiinyanga ezi-2-3 kwixesha elizayo.Ngokophando kunye nokuqwalaselwa, uluhlu lwempahla ye-cobalt yasekhaya malunga neetoni ze-9,000-11,000 zeetoni zetsimbi, kwaye ukusetyenziswa kwe-cobalt yasekhaya malunga neenyanga ezi-1-1.5, kwaye i-cobalt eqhelekileyo igcina uluhlu lwe-2-Matshi.Lo bhubhani ukwandise iindleko ezifihlakeleyo zeenkampani zemigodi, okwenza ababoneleli bezinto ezikrwada be-cobalt babe mathidala ukuyithengisa, ngee-odolo ezimbalwa kakhulu, kunye nokunyuka kwamaxabiso.

2. Icala lonikezelo lwemveliso enyityilisiweyo:

Ukuthatha i-cobalt sulfate njengomzekelo, i-cobalt sulfate yase-China ifikelele kwi-balance balance phakathi kokubonelela kunye nemfuno ngoJulayi, kunye ne-inventory ephantsi ye-cobalt sulfate yemarike ixhase ukulungiswa okuphezulu kwabanikezeli be-cobalt sulfate.

Ukususela ngoJulayi 2018 ukuya kuJulayi 2020 E China Cobalt Sulfate Cumulative Balance

Idatha esuka kwiSMM

3. Icala lemfuno yeterminal

Itheminali yedijithali ye-3C ingene kwincopho yokuthengwa kwempahla kunye nokugcinwa kwempahla kwisiqingatha sesibini sonyaka.Kwizityalo zetyuwa ye-cobalt ephezulu kunye nabavelisi be-cobalt tetroxide, imfuno iyaqhubeka nokuphucula.Nangona kunjalo, kuyaqondwa ukuba uluhlu lwezinto eziluhlaza ze-cobalt kwiifektri eziphambili zebhetri ezisezantsi zingaphantsi kweetoni zesinyithi ze-1500-2000, kwaye kusekho izinto eziluhlaza ze-cobalt ezingena kwizibuko ngokulandelelana nyanga zonke.Uluhlu lwempahla ekrwada yabenzi be-lithium cobalt oxide kunye neefektri zebhetri ziphezulu kunezo zetyuwa ze-cobalt ezinyukayo kunye ne-cobalt tetroxide.Ithemba, ewe, kukwakho ixhala elincinci malunga nokufika okulandelayo kwemathiriyeli ekrwada ye-cobalt eHong Kong.

Imfuno ye-ternary iqala ukunyuka, kwaye ukulindela kuyaphucuka kwisiqingatha sesibini sonyaka.Ukuqwalasela ukuba ukuthengwa kwezinto ze-ternary ngezityalo zebhetri zamandla ngokusisiseko ixesha elide, izityalo zebhetri zangoku kunye nezityalo ze-ternary materials zisesitokhweni, kwaye akukabikho ukwanda okubalulekileyo kwimfuno yokuthengwa kwezinto eziluhlaza.Ii-odolo ezisezantsi ziphinda zihlaziyeke, kwaye izinga lokukhula kwemfuno lisezantsi kunelo lamaxabiso ezinto eziluhlaza, ngoko ke amaxabiso kusenzima ukuwahambisa.

4. Ukungena kwemali enkulu, ukuthenga kunye nokugcinwa kwe-catalysis

Kutshanje, imbonakalo yoqoqosho olukhulu lwasekhaya iqhubekile nokuphucuka, kwaye ukungena kwemali eninzi kubangele ukonyuka okukhulu kwemfuno yentengiso ye-electrolytic cobalt.Nangona kunjalo, ukusetyenziswa kokuphela komgangatho ophezulu we-alloys, izixhobo zemagneti, iikhemikhali kunye namanye amashishini abonisi zimpawu zokuphucula.Ukongezelela, amahemuhemu emarike ukuba ukuthengwa kunye nokugcinwa kwe-cobalt ye-electrolytic kuye kwabangela ukunyuka kwamaxabiso e-cobalt kulo mjikelezo, kodwa iindaba zokuthenga kunye nokugcinwa kwezinto azikafiki, okulindeleke ukuba zibe nempembelelo encinci kwimarike.

Isishwankathelo, ngenxa yempembelelo yesibetho esitsha sesithsaba ngo-2020, zombini ukubonelela kunye nemfuno iya kuba buthathaka.Izinto ezisisiseko zokugqithiswa kwe-cobalt yehlabathi zihlala zingatshintshi, kodwa imeko yokubonelela kunye nemfuno ingaphucula kakhulu.Ubonelelo lwehlabathi jikelele kunye nemfuno yezinto ze-cobalt ekrwada kulindeleke ukuba zilinganise i-17,000 yeetoni zentsimbi.

Kwicala lokubonelela, umgodi we-cobalt waseGlencore waseMutanda wavalwa.Ezinye iiprojekthi ezintsha ze-cobalt ezicetywe ukuba zisebenze kulo nyaka zinokuhlehliselwa kunyaka olandelayo.Unikezelo lwentsimbi ekrwada ephathwa ngesandla luya kuncipha kwakhona kwixesha elifutshane.Ke ngoko, iSMM iyaqhubeka nokuthoba uqikelelo lwayo lokubonelela ngemathiriyeli ye-cobalt kulo nyaka.I-155,000 yeetoni zentsimbi, ukuhla konyaka-ngonyaka kwe-6%.Kwicala lemfuno, i-SMM yehlise uqikelelo lwayo lwemveliso yezithuthi zamandla amatsha, idijithali kunye nokugcinwa kwamandla, kwaye imfuno ye-cobalt yehlabathi iyonke yathotywa ukuya kwi-138,000 yeetoni zentsimbi.

I-2018-2020 i-cobalt ye-cobalt yehlabathi jikelele kunye ne-balance balance

Idatha esuka kwiSMM

Nangona imfuno ye-5G, iofisi ye-intanethi, iimveliso ze-elektroniki ezinxitywayo, njl. kulindeleke ukuba iqhubekeke ukushwabana, ukungcungcuthekisa inxalenye yempembelelo kwi-lithium cobalt oxide kunye nomlambo Ukunyuka kwemfuno yemathiriyeli ekrwada ye-cobalt.Ngoko ke, akuthintelwanga ukuba ixabiso lezinto eziluhlaza liya kunyuka kakhulu, oku kunokubangela ukulibaziseka kwizicwangciso zokugcinwa kwempahla ephantsi.Ke ngoko, ngokwembono yokubonelela nge-cobalt kunye nemfuno, ukunyuka kwexabiso le-cobalt kwisiqingatha sesibini sonyaka kukhawulelwe, kwaye ixabiso le-cobalt ye-electrolytic linokutshintsha phakathi kwe-23-32 yezigidi zeeyuan / toni.