WUTA LANTARKI | KARFE 24 Nov 2021 | 20:42 UTC
Mawallafi Jacqueline Holman
Edita Valarie Jackson
Kayayyakin Wutar Lantarki, Karfe
BAYANI
Taimakon farashi ya kasance har saura na 2021
Kasuwa don komawa zuwa rarar 1,000 mt a cikin 2022
Haɓaka wadata mai ƙarfi har zuwa 2024 don dorewar rarar kasuwa
Ana sa ran farashin ƙarfe na Cobalt zai ci gaba da kasancewa cikin goyan baya ga ragowar shekarar 2021 yayin da matsalolin dabaru ke ci gaba, amma ana sa ran za su faɗi 8.3% a cikin 2022 kan haɓakar wadata da sassauƙar sarkar samar da kayayyaki, a cewar rahoton S&P Kasuwancin Duniya na Nuwamba akan Lithium. da kuma cobalt, wanda aka saki a karshen watan Nuwamba 23.
Babban manazarci na MI, Metals & Mining Research Alice Yu ya bayyana a cikin rahoton cewa, karuwar wadatar kayayyaki a Jamhuriyar Dimokaradiyyar Kwango da daidaita hasashen da aka yi a farkon rabin farkon shekarar 2022 ana sa ran za su saukaka matsalar karancin kayayyaki da aka samu a shekarar 2021.
Jimlar wadatar cobalt an yi hasashen zuwa jimillar 196,000 mt a cikin 2022, sama da 136,000 mt a cikin 2020 kuma an kiyasta 164,000 mt a 2021.
A bangaren bukatu, Yu ya kiyasta cewa bukatar cobalt za ta ci gaba da karuwa yayin da yawan siyar da ababen hawa masu amfani da wutar lantarki ke dakile tasirin tasirin cobalt a cikin batura.
MI ya yi hasashen adadin buƙatun cobalt zai tashi zuwa 195,000 mt a cikin 2022, sama da 132,000 mt a cikin 2020 kuma an kiyasta 170,000 mt a 2021.
Kodayake, tare da haɓaka haɓakar wadata, ana tsammanin ma'aunin kasuwar cobalt gabaɗaya zai dawo zuwa rarar 1,000 mt a cikin 2022, bayan ƙaura zuwa gibin da aka kiyasta na 8,000 mt a cikin 2021 daga rarar 4,000 mt a cikin 2020.
Yu a cikin rahoton ya ce "Ƙarfafa haɓakar samar da kayayyaki har zuwa 2024 zai ci gaba da bunƙasa rarar kasuwa a cikin wannan lokacin, yana mai dagula farashin," in ji Yu a cikin rahoton.
Dangane da kimantawar S&P Global Platts, Turai 99.8% farashin ƙarfe na cobalt ya tashi da kashi 88.7% tun farkon 2021 zuwa $30 / lb IW Turai Nuwamba 24, matakin mafi girma tun Disamba 2018, wanda ya haifar da ƙulla ƙwaƙƙwaran dabaru waɗanda ke hana zirga-zirgar kasuwanci da kayan aiki. samuwa.
“Babu alamun da ke nuna cewa dabarun kasuwanci na samun sauki, tare da rashin inganci a ciki da na tashar jiragen ruwa a Afirka ta Kudu, sakamakon karancin jiragen ruwa a duniya, jinkirin jigilar kayayyaki, da karin kudade. [Kamfanin dabaru mallakar gwamnatin Afirka ta Kudu] Transnet kuma yana ba da shawarar kara farashin tashar jiragen ruwa da kashi 23.96 cikin 100 a cikin shekarar kudi ta 2022-23 wanda, idan aka aiwatar da shi, zai iya dorewar tsadar sufuri," in ji Yu.
Ta ce gabaɗayan buƙatun cobalt yana fa'ida daga farfadowa mai fa'ida a cikin 2021 a cikin ɓangaren ƙarfe da kuma a cikin PEVs, tare da sashin sararin samaniya yana ganin karuwar isar da kayayyaki - Airbus da Boeing sun haura 51.5% a shekara - a farkon watanni tara na 2021, duk da cewa har yanzu waɗannan sun ragu da kashi 23.8% idan aka kwatanta da matakan da aka riga aka kamu da cutar a daidai wannan lokacin na 2019.