Bukatar Tesla na cobalt yana ci gaba da raguwa

Ana fitar da batura na Tesla kullun, kuma manyan batura na ternary nickel har yanzu sune babban aikace-aikacen sa.Duk da yanayin raguwar cobalt, tushen samar da sabbin motocin makamashi ya karu, kuma buƙatun cobalt zai ƙaru cikin ɗan gajeren lokaci.A cikin kasuwar tabo, tambayoyin kwanan nan na samfuran tsaka-tsakin cobalt sun karu, kuma ƙaramin adadin farashin ma'amala yana kusa da US $ 12/lb.Cobalt tetroxide ya karu a kwanan nan a girman ciniki, tare da farashin ciniki na yuan 210,000 ya fara bayyana, kuma adadin kuɗin yuan 215,000-220,000.

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Baturikasuwa ta ƙarshe:

Ta fuskar kasuwar wutar lantarki, jadawalin samar da motoci a watan Satumba da Oktoba ya karu sosai, abin da ya sa yawan ayyukan kamfanonin batir ya karu.Daga cikin su, sabbin motocin fasinja masu amfani da makamashi suna shafar batura masu ƙarfi, kuma ana sa ran yin oda na Oktoba zai karu da kashi 30% a kowane wata.Bugu da kari, sabbin motocin kasuwanci na makamashi sun dan samu raguwa a kasuwa a cikin watan Yuli da Agusta kuma sun fara ba da karfinsu, suna haifar da bukatar batirin karfen lithium don kara karuwa.A karamar kasuwar wutar lantarki, yayin da ake aiwatar da shirin kaddamar da kekuna masu amfani da wutar lantarki a bana, bukatar batir ya ragu matuka, kuma ana sa ran zai ragu da kusan kashi 40% a watan Oktoba.Bukatar sauran motocin farar hula masu kafa biyu da na lantarki kamar isar da abinci da isar da sako bai canza sosai ba.Yanayin gabaɗaya yana da ɗan kwanciyar hankali.Gabaɗaya magana, ana sa ran buƙatun batura a kasuwar abin hawa masu kafa biyu na lantarki zai ragu da kusan 20% a cikin Oktoba.

Farashin albarkatun kasa na sama:

Cobalt: Ana fitar da batirin Tesla kullun.Manyan batura na ternary nickel har yanzu shine babban aikace-aikacen sa.Duk da yanayin raguwar cobalt, tushen samar da sabbin motocin makamashi ya karu, kuma buƙatun cobalt zai ƙaru cikin ɗan gajeren lokaci.A cikin kasuwannin tabo, karuwar kwanan nan a cikin tambayoyin tabo don samfuran tsaka-tsakin cobalt, ƙaramin adadin farashin ma'amala shine kusan dalar Amurka 12 / lb;Adadin cinikin cobalt tetroxide na baya-bayan nan ya karu, farashin ciniki ya fara bayyana akan yuan 210,000/ton, kuma adadin ya kai yuan 215,000-220,000.

Lithium:

Halin ƙirƙira na lithium carbonate na masana'antu ya ƙarfafa a wannan makon, kuma ƙarancin farashi ya ragu a hankali.Ana sa ran cewa ƙananan farashin zai iya karuwa a wannan makon;farashin lithium carbonate na baturi yana da kwanciyar hankali a wannan makon, kuma akwai ƙarancin wadata don sayayya na ƙasa daga manyan masana'antu , Wasu daga cikin farashin ciniki suna kusa da 41,000 yuan / ton, kuma ƙananan ma'amaloli tsakanin 41.5- Yuan/ton 42,000, wanda har yanzu bai zama babban adadin ciniki ba.

Kayayyakin Cathode da magabatan:

Dangane da magabatan ternary, farashin albarkatun ƙasa ya ragu sosai.Farashin da ke ƙasa yana da ƙarfi akan hasashen kasuwa, kuma farashin farko yana ƙarƙashin matsin lamba.A halin yanzu, buƙatu a cikin kasuwar wutar lantarki ya karu sosai, kuma kasuwa ta sanya hannu kan umarni na dogon lokaci tare da ƙananan canje-canjen farashin.Koyaya, a cikin ƙananan kasuwannin wutar lantarki da dijital, saboda raguwar umarni na ƙasa da gasa mai tsanani na kasuwa, farashin ƙasa yana danne sosai.Farashin 523 yana kusa da yuan 78,000 / ton, kuma kasuwa yana da mummunan tsammanin hasashen kasuwa.

Nickel:

Kwanan nan, farashin nickel ya sami tasiri sosai ta fuskar macro.Haɓakar dala da karafa gabaɗaya suna cikin matsin lamba.Nickel zai canza kuma ya faɗi.Mahimmin ƙimar nickel sulfate na baturi akan nickel (wake) na matakin farko ya kai yuan 12,000/ton, wanda zai iya cika abubuwan da aka riga aka ambata.Kudin sarrafawa don samar da ruwa nickel sulfate ta amfani da wake / foda a cikin masana'antu na gida, kasuwa don darajar nickel sulfate na baturi yana da haske, kuma siyan nickel bean foda yana ƙaruwa.Saboda tsananin tabo na nickel sulfate na batir, har yanzu ana kiyaye farashin kasuwa akan yuan miliyan 275-2.8, kuma yuan farashin ciniki tsakanin yuan miliyan 2.7-27.8.

 


Lokacin aikawa: Satumba 26-2020