Increaseara farashin farashin cobalt ya wuce tsammanin kuma yana iya komawa matakin hankali

A kashi na biyu na shekarar 2020, jimillar shigo da kayayyakin albarkatun mai ya kai tan 16,800 na karfe, raguwar shekara-shekara na 19%. Daga cikin su, jimlar shigo da arzikin mai ya kasance tan miliyan 0.01 na ƙarfe, raguwar kashi 92% na shekara-shekara; jimlar shigo da kayayyaki mai matattaka mai na cobalt 15,800, raguwar shekara-shekara na 15%; jimlar shigo da bututun ƙarfe bai wuce miliyan 0.08 na ƙarfe ba, ƙaruwa na 57% shekara-shekara.

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

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Bayanai daga SMM

Bayan tsakiyar Yuni, rabo na cobalt cobalt zuwa cobalt sulfate sannu a hankali ya zama 1, akasari saboda sannu a hankali dawo da buƙatun kayan baturi.

Kwatanta farashin kayan kwalliyan SMM daga 8 ga Mayu zuwa Yuli 31, 2020

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Bayanai daga SMM

Abubuwan da kawai ke tallafawa hauhawar farashi daga Mayu zuwa Yuni na wannan shekarar shi ne rufe tashar jiragen ruwa ta Afirka ta Kudu a watan Afrilu, kuma kayayyakin albarkatun gas na cikin gida sun yi tsauri daga Mayu zuwa Yuni. Koyaya, ainihin mahimman kayan samfurori da ke smelted a cikin gida har yanzu suna da yawa, kuma ma'adanin cobal ya fara lalacewa a wannan watan, kuma mahimman abubuwa sun inganta. Buƙatar ƙasa zuwa ƙasa ba ta inganta sosai ba, kuma buƙatar kayan lantarki na dijital na 3C sun shiga lokacin karewa don siye, kuma hauhawar farashin ta kasance kaɗan.

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

1. Cobalt albarkatun kasa na kawo karshen:

Sabuwar cutar kambi a Afirka ta kasance mai mahimmanci, kuma an tabbatar da maganganun a wuraren haƙar ma'adinai sun bayyana ɗaya bayan ɗaya. Ba a taɓa yin haɓakar samar da kaya ba har yanzu. Kodayake rigakafin cutar da sarrafawa a wuraren hakar ma'adinai yana da tsayayye kuma yuwuwar barkewar yaduwar ƙanƙani ya yi kaɗan, har yanzu kasuwar tana cikin damuwa.

A halin yanzu, ƙarfin tashar tashar jiragen ruwa a Afirka ta Kudu tana da babban tasirin. Afirka ta Kudu a yanzu ita ce ƙasar da ta fi fama da cutar a Afirka. Adadin wadanda aka tabbatar sun wuce 480,000, kuma adadin wadanda suka kamu da cutar sun karu da 10,000 a kowace rana. An fahimci cewa tun Afirka ta Kudu ta dauke takunkumin a ranar 1 ga Mayu, karfin tashar jiragen ruwa ya yi jinkirin dawo da shi, kuma an tura jigilar jigilar kayayyaki a farkon watan Mayu; tashar tashar jiragen ruwa daga Yuni zuwa Yuli shine ainihin ƙarfin 50-60% na al'ada kawai; gwargwadon rahoto daga masu ba da kayan albarkatun ƙasa, Sakamakon tashoshin sufuri na musamman, jigilar jigilar kayayyaki daidai da zamanin da ya gabata, amma babu alamar cigaba. Ana tsammanin yanayin zai ci gaba aƙalla a cikin watanni biyu zuwa uku masu zuwa; wasu jigilar kayayyaki masu shigo da kayayyaki masu kayatarwa a Agusta sun lalace, kuma sauran kayayyaki da kayan kwalliya na amfani da kayan ƙarancin tashoshin jiragen ruwa na Afirka ta Kudu.

A kashi na biyu na shekarar 2020, jimillar shigo da kayayyakin albarkatun mai ya kai tan 16,800 na karfe, raguwar shekara-shekara na 19%. Daga cikin su, jimlar shigo da arzikin mai ya kasance tan miliyan 0.01 na ƙarfe, raguwar kashi 92% na shekara-shekara; jimlar shigo da kayayyaki mai matattaka mai na cobalt 15,800, raguwar shekara-shekara na 15%; jimlar shigo da baƙin ƙarfe mara nauyi shine tan miliyan 0.08 na baƙin ƙarfe. Haɓakar 57% shekara-shekara.

Cobal din kasar Sin na shigo da albarkatun kasa daga watan Janairu 2019 zuwa Agusta 2020

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Bayanai daga SMM & Custom na kasar Sin

Gwamnatin Afirka da masana'antu za su gyara satar abokan hamayyarsu. A cewar labarai na kasuwa, tun daga watan Agusta na wannan shekara, zai sami cikakken iko tare da sarrafa ma'adanan alkama. Lokacin gyarawa na iya shafar shigo da wasu albarkatun albarkatun ƙasa cikin ɗan gajeren lokaci, wanda ya kai ga wadatar da wadatar. Koyaya, wadatar da mai a shekara shekara da hannu, bisa ga ƙididdigar da ba a kammala ba, asusu ya kai kusan 6% -10% na wadatattun kayan albarkatun ƙasa, waɗanda ba su da tasiri.

Sabili da haka, kayan albarkatun cobalt na gida suna ci gaba da ɗaure, kuma zai ci gaba don akalla watanni 2-3 a nan gaba. Dangane da sahihan bincike da kuma la'akari, tarin kayan albarkatun cikin gida shine kimanin tan 9,000-11,000 na tan na ƙarfe, kuma amfani da albarkatun ƙasa na cobalt ya kai kimanin watanni 1-1.5, kuma kayan albarkatun cobalt na yau da kullun suna adana kayan 2-Maris. Cutar ta bulla har ila yau ta kara yawan kudaden hannun jarin kamfanonin hakar ma'adanan, lamarin da ya sa masu samar da albarkatun kasa su koma sayarwa, tare da karancin umarni, kuma farashin ya hau.

2. elungiyar samarwa mai ƙanshi:

Dauke da ma'adanan cobalt a matsayin misali, ma'adanin cobalt na kasar Sin ya cimma daidaito tsakanin samarwa da kuma bukatar a watan Yuli, kuma karancin tarin darin ma'adanin ma'adanan ya samu goyan bayan ci gaba da daidaitawa da masu samar da sulfate na cobalt.

Daga Yuli 2018 zuwa Yuli 2020 E China Cobalt Sulfate Cumulative Balance

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Bayanai daga SMM

3. Kashi na bukatar yanki

3C tashar tashar dijital ta shiga mafi girman siyan siyarwa da siyarwa a rabi na biyu na shekara. Don hawan gyada na cobalt na cobalt da cobalt tetroxide kera, buƙata ta ci gaba. Koyaya, an fahimci cewa ƙirƙirar albarkatun ƙasa na albarkatun ƙasa a cikin manyan masana'antun batirin ƙasa aƙalla tan 1500-2000 tan, kuma har yanzu akwai albarkatun ƙasa na shigo da tashar jiragen ruwa cikin nasara kowane wata. Kayan da aka kirkira na masana'antun lithium cobalt oxide da masana'antun batir ya fi na gishiri na sama da na talsroxide cobalt. Mai fata, a hakika, har ila yau, akwai wata damuwa game da isowar wadatattun kayan albarkatun ƙasa zuwa Hong Kong.

Bukatar ternary ya fara tashi, kuma tsammanin yana inganta a cikin rabin shekara na shekara. Idan akai la'akari da cewa siyan kayan ternary ta kayan batirin wutar lantarki mai tsayi ne na dogon lokaci, tsire-tsire na batirin yanzu da tsire-tsire kayan ternary har yanzu suna cikin kaya, kuma har yanzu ba a sami karuwa mai yawa ba game da buƙatar siyan kayan albarkatun sama. Umurni na ƙasa da sannu a hankali ake murmurewa, kuma yawan haɓaka na buƙatu ya zama ƙasa da farashin kayan ƙasa mai hauhawa, don haka farashin har yanzu yana da wuya a watsa.

4. Babban birni na Macro ya sayo, sayowa da adana kayan masarufi

Kwanan nan, hangen nesa na tattalin arziƙi na cikin gida ya ci gaba da haɓaka, kuma ƙarin haɓaka kuɗaɗe na haifar da karuwa mai yawa game da buƙatar kasuwa na cobalt mai. Koyaya, ainihin ƙarshen amfani da ƙirar zafin jiki mai ƙarfi, kayan magnetic, sinadarai da sauran masana'antu basu nuna alamun cigaba ba. Bugu da kari, jita-jitar kasuwa cewa sayen da adana cobalt electrolytic suma sun kawo cikas ga hauhawar farashin cobalt a wannan zagaye, amma labarin sayen da adana bai sauka ba, wanda ake tsammanin yana da karamin tasiri a kasuwar.

A taƙaice, saboda tasirin sabuwar cutar kambi a cikin 2020, wadata da buƙatun za su yi rauni. Asali na matatun mai na duniya gaba ɗaya ba ya canzawa, amma wadatar da yanayin buƙatun na iya haɓaka sosai. Ana sa ran wadatar duniya da buƙatun albarkatun albarkatun ƙasa su daidaita tan 17,000 na baƙin ƙarfe.

A bangaren bayar da tallafin, an rufe ma'adinin ma'adanin 2 na Glencore na jan karfe. Wasu sabbin ayyukan albarkatun kasa na asali wadanda za a fara aiki da su a wannan shekarar na iya jinkiri zuwa shekara mai zuwa. Hakanan wadatar da kayan masarufi a hannu zai kuma ragu a cikin gajeren lokaci. Saboda haka, SMM ta ci gaba da rage hasashen albarkatun ƙasa na cobalt na wannan shekara. Tan 155,000 na baƙin ƙarfe, raguwa shekara-shekara na 6%. A gefe mai buƙata, SMM ta saukar da tsinkayar samarwa don sabbin motocin makamashi, ɗakunan dijital da makamashi, kuma an rage yawan adadin ƙarfe na duniya zuwa tan 138,000 na karfe.

2018-2020 wadataccen cobalt na duniya da daidaiton buƙata

 

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Bayanai daga SMM

Kodayake bukatar 5G, ofis na kan layi, kayayyakin lantarki masu kayatarwa, da sauransu sun karu, yawan buƙatun lithium cobalt oxide da kayan masarufi na haɓaka, amma samarwa da tallace-tallace na tashar wayar hannu tare da kaso mafi girma na kasuwar da annobar ta shafa ana sa ran ci gaba da narkewa, narke wani ɓangaren tasirin tasirin cobalt oxide da haɓaka haɓaka buƙatun albarkatun albarkatun cobalt. Sabili da haka, ba a yanke hukunci ba cewa farashin kayan masarufi na sama zai karu sosai, wanda na iya haifar da jinkiri ga tsare-tsaren siyarwar ƙasa. Sabili da haka, daga hangen nesa na samar da mai da buƙata, farashin hauhawa a rabin na biyu na shekara yana iyakantacce, kuma farashin cobalt cobalt na iya canzawa tsakanin miliyan 23-32 / ton.


Lokacin aikawa: Aug-04-2020