Ukunyuka kwamaxabiso e-cobalt kudlule okulindelweyo kwaye kunokubuyela kwinqanaba elinengqondo

Kwikota yesibini ka-2020, ukuthengiswa kwezinto ezingafunekiyo ze-cobalt zayixabisa i-16, 800 yeetoni zesinyithi, ukuncipha konyaka nge-19%. Phakathi kwazo, ungeniso olupheleleyo lwe-cobalt ore yayiziitoni zesinyithi ezingama-0.01 ezigidi, ukuhla kwe-92% ngonyaka; Ukungeniswa ngokupheleleyo kwe-cobalt emanzi yokunyibilikisa iimveliso eziphakathi bekuziitoni ezili-15, 800, ukwehla konyaka on-15%; Ungeniso olupheleleyo lwe-cobalt engafakwanga yayiziitoni ezingama-0.08 ezigidi zesinyithi, Ukonyuka kwe-57% ngonyaka-ngonyaka.

Utshintsho kwixabiso lemveliso ze-cobalt zeSMM ukusuka nge-8 kaMeyi ukuya kuJulayi 31, 2020

1 (1)

Idatha evela kwi-SMM

Emva kwaphakathi kuJuni, umyinge we-cobalt ye-electrolytic kwi-cobalt sulfate ngokuthe ngcembe ithatyathwa ku-1, ikakhulu ngenxa yokufumana ngokuthe ngcembe imfuno yokusetyenziswa kwebhetri.

Ixabiso leemveliso ze-cobalt zeSMM ukusuka ngoMeyi 8 ukuya kuJulayi 31, 2020

1 (2)

Idatha evela kwi-SMM

Izinto ezizezona zixhasileyo ukunyuka kwamaxabiso ukusuka ngoMeyi ukuya kuJuni kulo nyaka kukuvalwa kwezibuko laseMazantsi ngo-Epreli, kwaye izinto eziluhlaza zasekhaya ezingafunekiyo zaqina ukusukela ngoMeyi ukuya kuJuni. Nangona kunjalo, iziseko zeemveliso ezincibilikileyo kwimarike yangaphakathi zisathe gqolo, kwaye i-cobalt sulfate sele iqalile ukuphangwa kuloo nyanga, kwaye iziseko ziphuculwe. Imfuno esezantsi ayiphuculanga kakhulu, kwaye imfuno ye-3C yedijithali ye-elektroniki ingene kwixesha lokuthenga, kwaye ukunyuka kwamaxabiso kube kuncinci.

Ukususela phakathi kuJulayi kulo nyaka, izinto ezixhasayo ukunyuka kwamaxabiso zonyukile:

1. Isiphelo sobonelelo lweCobalt eluhlaza:

Ubhubhane wesithsaba esitsha e-Afrika unzulu, kwaye iimeko eziqinisekisiweyo kwiindawo zemigodi ziye zavela ngokulandelelana. Ukuveliswa akuchaphazelekanga okwangoku. Nangona uthintelo loobhubhane kunye nolawulo kwiindawo ezinemigodi lungqongqo kwaye ukubakho kokuqhambuka okukhulu okusasazeka kuncinci, ukuthengisa kusenexhala.

Okwangoku, ubuninzi bochwephesha bobuchwephesha eMzantsi Afrika banefuthe elikhulu. UMzantsi Afrika okwangoku lelona lizwe lichaphazeleka kakhulu e-Afrika. Inani lamatyala aqinisekisiweyo ligqithe kuma-480,000, kwaye inani lokuxilongwa okutsha lonyuke nge-10,000 ngosuku. Kuyaqondwa ukuba ukusukela oko uMzantsi Afrika waphakamisa i-embargo nge-1 kaMeyi, umthamo wezibuko ucothisiwe ukubuyela kwimeko yesiqhelo, kwaye ishedyuli yokuqala yokuthumela yathunyelwa ngaphandle phakathi ku-Meyi; umthamo wezibuko ukusuka kuJuni ukuya kuJulayi ngokusisiseko yayiyi-50-60% kuphela yesiqhelo; Ngokwengxelo evela kubathengisi bemveliso yecobalt eluhlaza, Ngenxa yeendlela ezizodwa zothutho, ishedyuli yokuhanjiswa kwabathengisi abaziintloko iyafana nexesha elidlulileyo, kodwa akukho phawu lophuculo. Kulindelwe ukuba imeko iqhubeke okungenani kwiinyanga ezimbini ukuya kwezintathu ezizayo; Abanye babathengisi baka-Agasti besandula ukuhambisa ishedyuli iye yehla, kwaye ezinye iimpahla kunye nezinto ezisetyenzisiweyo ze-cobalt zibambe ubungakanani bamazibuko aseMzantsi Afrika.

Kwikota yesibini ka-2020, ukuthengiswa kwezinto ezingafunekiyo ze-cobalt zayixabisa i-16, 800 yeetoni zesinyithi, ukuncipha konyaka nge-19%. Phakathi kwazo, ungeniso olupheleleyo lwe-cobalt ore yayiziitoni zesinyithi ezingama-0.01 ezigidi, ukuhla kwe-92% ngonyaka; Ukungeniswa ngokupheleleyo kwe-cobalt emanzi yokunyibilikisa iimveliso eziphakathi bekuziitoni ezili-15, 800, ukwehla konyaka on-15%; Ungeniso olupheleleyo lwe-cobalt engafakwanga yayiziitoni ezingama-0.08 ezigidi zesinyithi. Ukonyuka kwe-57% ngonyaka-ngonyaka.

Ukuthunyelwa kwezinto ezingafunekiyo ze-cobalt kwase China ukusuka ngoJanuwari ka-2019 ukuya ku-Agasti ka-2020

1 (3)

Idatha evela kwi-SMM kunye nesiko lesiTshayina

Urhulumente wase-Afrika kunye nomzi-mveliso uyokulungisa ukubanjwa kweentshaba zabo. Ngokweendaba zentengiso, ukusukela ngo-Agasti walo nyaka, iya kulawula ngokupheleleyo kwaye ilawule i-ore yokubamba. Ixesha lokulungiswa kwakhona kunokuchaphazela ukungeniswa kwezinye izinto ezingafunekiyo kwi-cobalt ngexesha elifutshane, okukhokelela ekunikezelweni okuqinileyo. Nangona kunjalo, unikezelo lonyaka lwe-ore ngesandla, ngokwezibalo ezingaphelelanga, iakhawunti malunga ne-6% -10 yeepesenti yokubonelela kwezinto ze-cobalt eluhlaza, ezinefuthe elincinci.

Ke ngoko, izinto ezingafunekiyo zecobalt zisaqhubeka zixinene, kwaye ziya kuqhubeka ubuncinci iinyanga ezi-2 kwixa elizayo. Ngokophando kunye nokuqwalaselwa, i-cobalt yecandelo lezinto ezisetyenzisiweyo zalapha ekhaya zimalunga ne-9, 000,000 yeetoni zeetoni, kwaye ukusetyenziswa kwasekhaya kwezinto ezingafunekiyo ze-cobalt zimalunga neenyanga ezi-1 ukuya kwezi-5,5, kwaye izinto eziqhelekileyo ze-cobalt eluhlaza zigcina uluhlu lwe-2- Matshi. Ubhubhane ukwandisile iindleko ezifihliweyo zeenkampani zemigodi, zenza abathengisi be-cobalt eluhlaza bengafuni ukuthengisa, benemiyalelo embalwa kakhulu, kwaye amaxabiso enyuka.

2. Icala lonikelo mveliso olunyibilikisiwe:

Ukuthatha i-cobalt sulfate njengomzekelo, i-cobalt sulfate yase-China ifikelele kwisiseko phakathi kokuhanjiswa kunye nemfuno ngoJulayi, kwaye i-inventri ye-cobalt sulfate ephantsi yentengiso ixhase uhlengahlengiso oluphezulu lwabaxhasi be-cobalt sulfate.

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

1 (4)

Idatha evela kwi-SMM

3. Icala lesiphelo sebango

I-3C terminal yedijithali yangena kwindawo ephezulu yokuthengwa kwempahla kunye nokugcina isitokhwe kwisiqingatha sesibini sonyaka. Kwizityalo ezinetyiwa cobalt ezinetyuwa kunye nabavelisi be-cobalt tetroxide, imfuno iyaqhubeka ukuphucuka. Nangona kunjalo, kuyaqondwa ukuba uluhlu lwezinto ezingafunekiyo ze-cobalt kwindawo ethe tyaba yeefektri ezisezantsi ubuncinci ziitoni ezili-1500-2000, kwaye kusekho izinto ezingafunekiyo ze-cobalt ezingena ethekwini ngokulandelelana rhoqo ngenyanga. Uluhlu lwezinto ezingalunganga zemveliso ye-lithium cobalt oxide abavelisi kunye neefektri zebhetri zingaphezulu kunezo zokunyuka kwecalalt yetyuwa kunye necobalt tetroxide. Ithemba elifanelekileyo, ewe, kukwakho nexhala elincinci malunga nokufika okulandelayo kwezixhobo ze-cobalt eluhlaza eHong Kong.

Ibango le-ternary liqala ukukhuphuka, kwaye ukulindelwa kuya kuba ngcono kwisiqingatha sesibini sonyaka. Ngokuthathela ingqalelo ukuba ukuthengwa kwezinto zeternary zezityalo zamandla ebhetri kusemva kwexesha elide, izityalo zebhetri ezikhoyo kunye nezityalo zeternary zisezivenkileni, kwaye kusekho ukonyuka okubalulekileyo kwesidingo sokuthengwa kwezinto ezingaphezulu kwemithombo. Imiyalelo esezantsi yehla ngokunyuka kancinci, kwaye izinga lokukhula kwemfuno liphantsi kunaleyo yokunyuka kwamaxabiso ezinto ezingafunekiyo, ngenxa yoko amaxabiso kusenzima ukuhambisa.

4. Ukungena kwemali eyinkulu, ukuthengwa kunye nokugcinwa kwentloko

Kutshanje, imbonakalo yoqoqosho olukhulu lwasekhaya iqhubekile ukuphucuka, kunye nokunyuka kwemali enkulu kubangele ukunyuka okukhulu kwimfuno yentengiso ye-cobalt ye-elektrogtiki. Nangona kunjalo, isiphelo sangempela sokusetyenziswa kweealloho ezinobushushu obuphezulu, izixhobo zemagnethi, imichiza kunye namanye amashishini zibonisa ukuba azikho iimpawu zokuphucula. Ukongeza, amahemuhemu emarike okuba ukuthengwa kunye nokugcinwa kwe-cobalt ye-electrolytic ikwanyusile ukunyuka kwamaxabiso e-cobalt kulo mjikelo, kodwa iindaba zokuthenga kunye nokugcina azikafiki, kulindeleke ukuba zibe nefuthe elincinci kwimarike.

Isishwankathelo, ngenxa yempembelelo yesibetho esitsha sesithsaba ngo-2020, kokubini ukubonelelwa kunye nemfuno iya kuba buthathaka. Isiseko se-cobalt yehlabathi jikelele ngaphezulu kokuhlala kungatshintshi, kodwa ukubonelelwa kunye neemeko zemfuno zingaphucuka kakhulu. Ukuhanjiswa kwehlabathi kunye nemfuno yezinto ezingafunwayo ze-cobalt kulindeleke ukuba zilinganise iitoni ezili-17,000 zesinyithi.

Kwicala lokubonelela, umgodi wobhedu we-cobalt yaseGlencore wavalwa. Ezinye iiprojekthi ze-cobalt eluhlaza ezingasasebenziyo ezazicwangciselwe ukusetyenzwa kulo nyaka zinokuhlehliselwa unyaka olandelayo. Ukuhanjiswa kwe-ore ebanjwa ngesandla nayo kuya kuncipha kwixesha elifutshane. Ke ngoko, i-SMM iyaqhubeka nokuthoba isalathiso sayo sezinto ezingafunekiyo cobalt kulo nyaka. Iitoni ze-155,000 zetsimbi, ukwehla konyaka kwi-6%. Kwicala lokufunwa, i-SMM yehlise ukuvela kwangaphambili kwemveliso yezithuthi ezintsha zamandla, ukugcinwa kwedijithali kunye nokugcinwa kwamandla, kwaye ibango elipheleleyo le-cobalt yehlabathi yehliselwa kwiitoni ezili-138,000 zesinyithi.

I-2018 ukuya ku-2020 ukubonelelwa nge-cobalt yehlabathi kunye nokulingwa kwemfuno

 

1 (5)

Idatha evela kwi-SMM

Nangona ibango le-5G, iofisi ye-Intanethi, iimveliso ezinokuthengiseka zombane, njl njl, sonyukile isidingo se-lithium cobalt oxide kunye nezinto ezikhula ngokunyuka kwezorhwebo, kodwa ukuveliswa kunye nokuthengiswa kwezitishi zeefowuni eziphathwayo ngesabelo esikhulu kakhulu sentengiso esichaphazeleka sesi sifo. kulindeleke ukuba iqhubeke ibencipha, ichaphazela inxenye yefuthe le-lithium cobalt oxide kunye nokunyuka kwemfuno yezinto ezingafunekiyo ze-cobalt. Ke ngoko, akugwetyelwanga ukuba amaxabiso ezinto eziphezulu zokunyuka enyuka ayonyuka kakhulu, enokubangela ukulibaziseka kwezicwangciso zokugcina ezantsi. Ke ngoko, kumbono wokubonelelwa kwe-cobalt kunye nemfuno, ukunyuka kwamaxabiso e-cobalt kwisiqingatha sesibini sonyaka kunqunyelwe, kwaye ixabiso le-cobalt ye-elektrolitiki inokuguquguquka phakathi kwe-23 ukuya kwezigidi ezingama-23 ukuya ku-32 ye-yuan / ton.


Ixesha lokuposa: Aug-04-2020