A cikin kwata na biyu na 2020, jimillar shigo da albarkatun cobalt ya kai ton 16,800 na karafa, raguwar duk shekara da kashi 19%.Daga cikin su, jimillar taman Cobalt da ake shigowa da su ya kai tan miliyan 0.01 na karafa, wanda ya ragu da kashi 92% a duk shekara;jimillar shigo da ruwan cobalt mai narkewar tsaka-tsaki ya kai tan 15,800, raguwar kashi 15% a duk shekara;jimilar shigo da cobalt da ba a yi ba ya kai tan miliyan 0.08 na karafa, karuwar kashi 57% a duk shekara.

Canje-canje a farashin samfuran cobalt SMM daga 8 ga Mayu zuwa 31 ga Yuli, 2020

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Bayan tsakiyar watan Yuni, rabon electrolytic cobalt zuwa cobalt sulfate a hankali ya koma 1, musamman saboda farfadowar buƙatun kayan baturi a hankali.

Kwatanta farashin samfurin SMM cobalt daga 8 ga Mayu zuwa 31 ga Yuli, 2020

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Abubuwan da suka goyi bayan hauhawar farashin daga Mayu zuwa Yuni na wannan shekara shine rufe tashar jiragen ruwa na Afirka ta Kudu a watan Afrilu, kuma albarkatun cobalt na cikin gida sun kasance masu tsauri daga Mayu zuwa Yuni.Koyaya, tushen samfuran narke a cikin kasuwannin cikin gida har yanzu suna da yawa, kuma cobalt sulfate ya fara lalata wannan watan, kuma tushen tushen ya inganta.Bukatun da ke ƙasa ba ta inganta sosai ba, kuma buƙatun na'urorin lantarki na dijital na 3C sun shiga cikin lokacin siye, kuma hauhawar farashin ya kasance kaɗan.

Tun tsakiyar watan Yuli na wannan shekara, abubuwan da ke tallafawa karuwar farashin sun karu:

1. Ƙarshen samar da albarkatun ɗanyen cobalt:

Sabuwar annobar kambi a Afirka tana da tsanani, kuma an tabbatar da bullar cutar a wuraren hakar ma'adinai daya bayan daya.Ba a taɓa yin tasiri akan samarwa ba har yanzu.Duk da cewa rigakafi da shawo kan annobar a wuraren hakar ma'adinai yana da tsauri kuma yuwuwar yaduwar cutar ba ta da yawa, kasuwar har yanzu tana cikin damuwa.

A halin yanzu, karfin tashar jiragen ruwa na Afirka ta Kudu yana da tasiri mafi girma.A halin yanzu Afirka ta Kudu ita ce kasa mafi muni a Afirka.Adadin wadanda aka tabbatar sun kamu da cutar ya zarce 480,000, kuma adadin sabbin cututtukan ya karu da 10,000 a kowace rana.An fahimci cewa tun lokacin da Afirka ta Kudu ta dage takunkumin a ranar 1 ga Mayu, karfin tashar jiragen ruwa ya ragu sosai, kuma an fara jigilar jigilar kayayyaki a tsakiyar watan Mayu;ƙarfin tashar jiragen ruwa daga Yuni zuwa Yuli shine kawai 50-60% na ƙarfin al'ada;bisa ga ra'ayi daga masu samar da albarkatun kasa na cobalt , Saboda tashoshin sufuri na musamman, jadawalin jigilar kayayyaki na masu samar da kayayyaki ya kasance daidai da lokacin da ya gabata, amma babu alamar ingantawa.Ana sa ran cewa lamarin zai ci gaba a kalla nan da watanni biyu zuwa uku masu zuwa;Jadawalin jigilar kayayyaki na kwanan nan na watan Agusta ya tabarbare, kuma wasu kayayyaki da albarkatun cobalt sun kwace iyakacin karfin tashoshin jiragen ruwa na Afirka ta Kudu.

A cikin kwata na biyu na 2020, jimillar shigo da albarkatun cobalt ya kai ton 16,800 na karafa, raguwar duk shekara da kashi 19%.Daga cikin su, jimillar taman Cobalt da ake shigowa da su ya kai tan miliyan 0.01 na karafa, wanda ya ragu da kashi 92% a duk shekara;jimillar shigo da ruwan cobalt mai narkewar tsaka-tsaki ya kai tan 15,800, raguwar kashi 15% a duk shekara;jimillar cobalt da ba a yi aiki da ita ba ta kai tan miliyan 0.08 na karafa.Haɓaka na 57% a kowace shekara.

Ana shigo da albarkatun cobalt na kasar Sin daga Janairu 2019 zuwa Agusta 2020

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Gwamnatin Afirka da masana'antu za su gyara yadda 'yan adawa suke kwace ma'adinan su.A cewar labaran kasuwa, tun daga watan Agustan wannan shekara, za ta yi cikakken iko da sarrafa ma'adinan da ake kamawa.Lokacin gyara na iya shafar shigo da wasu albarkatun cobalt a cikin ɗan gajeren lokaci, wanda zai haifar da ƙarancin wadata.Duk da haka, samar da ma'adinai na shekara-shekara da hannu, bisa ga ƙididdiga marasa cikakke, ya kai kusan 6% -10% na adadin albarkatun cobalt na duniya, wanda ba shi da tasiri.

Sabili da haka, albarkatun cobalt na cikin gida suna ci gaba da kasancewa mai ƙarfi, kuma zai ci gaba da akalla watanni 2-3 a nan gaba.Dangane da bincike da la'akari, kayan aikin cobalt na cikin gida yana da kusan tan 9,000-11,000 na ton na ƙarfe, kuma amfani da albarkatun ƙasa na gida yana kusan watanni 1-1.5, kuma albarkatun cobalt na al'ada yana kiyaye 2- Maris kaya.Annobar ta kuma kara tsadar boye kudade na kamfanonin hakar ma'adinai, wanda hakan ya sa masu samar da albarkatun cobalt ba sa son siyar da su, tare da 'yan oda, kuma farashin ya tashi.

2. Bangaren samar da samfur mai narkewa:

Daukar cobalt sulfate a matsayin misali, cobalt sulfate na kasar Sin ya kai ma'auni tsakanin wadata da bukatu a watan Yuli, kuma karancin kididdigar cobalt sulfate na kasuwa ya taimaka wajen daidaitawa sama da masu samar da cobalt sulfate.

Daga Yuli 2018 zuwa Yuli 2020 E China Cobalt Sulfate Ma'auni

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3. Tashar bukatar bangaren

Tashar dijital ta 3C ta shiga kololuwar saye da safa a rabin na biyu na shekara.Don tsire-tsire gishiri na cobalt da masu kera cobalt tetroxide, buƙatu na ci gaba da inganta.Duk da haka, an fahimci cewa kididdigar albarkatun cobalt a cikin manyan masana'antun batir na ƙasa ya kai akalla tan 1500-2000 na ƙarfe, kuma har yanzu akwai albarkatun cobalt da ke shiga tashar a jere a kowane wata.Kididdigar kayan albarkatun kasa na masana'antun lithium cobalt oxide da masana'antar batir ya fi na sama da gishirin cobalt da cobalt tetroxide.Masu kyakkyawan fata, ba shakka, akwai kuma ɗan damuwa game da isowar albarkatun cobalt zuwa Hong Kong.

Bukatun ternary ya fara karuwa, kuma tsammanin yana inganta a cikin rabin na biyu na shekara.La'akari da cewa siyan kayan ternary ta masana'antar batir mai ƙarfi yana da tsayi mai tsawo, na'urorin batir na yanzu da na'urori na ternary har yanzu suna kan hannun jari, kuma har yanzu babu wani gagarumin karuwar sayan kayan albarkatun ƙasa.Umarni na ƙasa suna murmurewa a hankali a hankali, kuma yawan buƙatu ya yi ƙasa da na farashin albarkatun ƙasa na sama, don haka farashin yana da wahalar watsawa.

4. Macro babban birnin shigar, siya da kuma ajiya catalysis

Kwanan nan, hangen nesa na tattalin arziki na cikin gida ya ci gaba da inganta, kuma ƙarin shigar da jari ya haifar da haɓaka mai yawa a cikin buƙatun kasuwa na cobalt electrolytic.Koyaya, ainihin ƙarshen amfani da gawa mai zafin jiki, kayan maganadisu, sinadarai da sauran masana'antu ba ya nuna alamun haɓakawa.Bugu da kari kuma, jita-jitar da ake yadawa a kasuwa cewa, saye da adana na’urorin lantarki da ake amfani da su, shi ma ya sa aka samu karuwar farashin cobalt a wannan zagaye, amma har yanzu labaran saye da na ajiya ba su sauka ba, wanda ake sa ran zai yi tasiri a kasuwar.

A taƙaice, saboda tasirin sabuwar annobar kambi a cikin 2020, duka wadata da buƙata za su yi rauni.Tushen samar da cobalt na duniya ba ya canzawa, amma yanayin wadata da buƙatu na iya inganta sosai.Ana sa ran wadata da buƙatun albarkatun cobalt a duniya zai daidaita tan 17,000 na ƙarfe.

A gefen wadata, Glencore's Mutanda jan karfe-cobalt ma'adanin an rufe.Wasu sabbin ayyukan albarkatun cobalt da aka shirya fara aiwatar da su a wannan shekara za a iya dage su zuwa shekara mai zuwa.Hakanan samar da ma'adinin hannu zai ragu cikin kankanin lokaci.Don haka, SMM tana ci gaba da rage hasashen isar da albarkatun albarkatun cobalt na wannan shekara.Ton 155,000 na karfe, raguwar shekara-shekara na 6%.A bangaren bukatar, SMM ta rage hasashen samar da sabbin motocin makamashi, na dijital da ajiyar makamashi, kuma an rage yawan bukatar cobalt na duniya zuwa tan 138,000 na karfe.

2018-2020 wadatar cobalt na duniya da ma'aunin buƙatu

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Duk da cewa bukatar 5G, ofishin yanar gizo, kayayyakin lantarki masu sawa, da dai sauransu ya karu, buƙatun lithium cobalt oxide da albarkatun ƙasa ya karu, amma samarwa da siyar da tashoshin wayar hannu da ke da kaso mafi girma na kasuwa da annobar ta shafa. ana sa ran ci gaba da raguwa, yana diluting wani ɓangare na tasirin lithium cobalt oxide da haɓakar haɓakar buƙatun albarkatun cobalt.Don haka, ba a yanke hukuncin cewa farashin albarkatun ƙasa na sama zai karu da yawa ba, wanda zai iya haifar da tsaiko a cikin tsare-tsaren safa na ƙasa.Don haka, ta fuskar wadata da buqatar cobalt, hauhawar farashin cobalt a rabin na biyu na shekara yana da iyaka, kuma farashin electrolytic cobalt na iya canzawa tsakanin yuan miliyan 23-32.