MPHAMVU YAmagetsi |METALI 24 Nov 2021 |20:42 UTC
Wolemba Jacqueline Holman
Mkonzi Valarie Jackson
Mphamvu Zamagetsi Zamagetsi, Zitsulo
ZOCHITIKA
Thandizo lamitengo likhalebe mpaka 2021
Msika ubwereranso ku 1,000 mt mu 2022
Kupititsa patsogolo kwamphamvu mpaka 2024 kuti kupititse patsogolo msika
Mitengo yachitsulo ya Cobalt ikuyembekezeka kukhalabe yothandizidwa mpaka chaka chotsala cha 2021 pomwe zovuta zazinthu zikupitilira, koma akuyembekezeka kutsika 8.3% mu 2022 pakukula kwazakudya komanso kuchepetsa kutsekeka kwazitsulo, malinga ndi lipoti la S&P Global Market Intelligence November Commodity Briefing Service pa lithiamu. ndi cobalt, yomwe idatulutsidwa kumapeto kwa Nov. 23.
MI Senior Analyst, Metals & Mining Research Alice Yu adati mu lipotilo kuti kukula kwazakudya ku Democratic Republic of Congo komanso kukhazikika kwa zonenedweratu zakumapeto kwa theka loyamba la 2022 zikuyembekezeka kuchepetsa kuchulukitsitsa komwe kunachitika mu 2021.
Chiwerengero chonse cha cobalt chikuyembekezeka kufika 196,000 mt mu 2022, kuchokera pa 136,000 mt mu 2020 komanso pafupifupi 164,000 mt mu 2021.
Kumbali yofunidwa, Yu akuti kufunikira kwa cobalt kupitilira kukula pomwe kugulitsa kwa magalimoto amagetsi kumathetsa kuchulukira kwa cobalt m'mabatire.
MI ineneratu kuchuluka kwa cobalt kukwera kufika pa 195,000 mt mu 2022, kuchoka pa 132,000 mt mu 2020 ndi pafupifupi 170,000 mt mu 2021.
Ngakhale, ndi kukwera komanso kukwera, msika wonse wa cobalt ukuyembekezeka kubwereranso ku 1,000 mt mu 2022, atalowa mu chipereŵero cha 8,000 mt mu 2021 kuchokera pa 4,000 mt mu 2020.
"Kuwonjezera kwamphamvu kwazinthu mpaka 2024 kudzakulitsa msika panthawiyi, kukakamiza mitengo," adatero Yu mu lipotilo.
Malinga ndi kuwunika kwa S&P Global Platts, mitengo yachitsulo ya cobalt ku Europe 99.8% yakwera 88.7% kuyambira chiyambi cha 2021 mpaka $ 30 / lb IW Europe Nov. 24, mlingo wapamwamba kwambiri kuyambira Disembala 2018, chifukwa chakukulitsa mikwingwirima yazinthu zomwe zimalepheretsa kuyenda kwa malonda ndi zinthu. kupezeka.
"Palibe zizindikiro zosonyeza kuti kayendetsedwe kazamalonda kakucheperachepera, chifukwa cha kuchepa kwa zombo zapamtunda ndi madoko ku South Africa chifukwa cha kuchepa kwa zombo zapadziko lonse, kuchedwa kwa zombo, komanso chindapusa chokwera.[Kampani ya boma ya Afrika-Dzonga ya katundu wa katundu] Transnet ikulingaliranso kuti ionjezere mitengo ya madoko ndi 23.96% mchaka chandalama cha 2022-23 chomwe, ngati chikakhazikitsidwa, chikhoza kuchirikiza mtengo wokwera wamayendedwe,” Yu adatero.
Ananenanso kuti kufunikira kwa cobalt kudali kupindula ndi kuchira kokulirapo mu 2021 m'gawo lazitsulo ndi ma PEVs, gawo lazamlengalenga likuwona kuchulukitsidwa kwa ndege - Airbus ndi Boeing 51.5% chaka ndi chaka - m'miyezi isanu ndi inayi yoyambirira ya 2021. ngakhale awa anali akadali otsika 23.8% poyerekeza ndi milingo isanachitike mliri mu nthawi yomweyo ya 2019.