HLUAV TAWG XOB | HLAU 24 Kaum Ib Hlis 2021 | 20:42 UTC
Tus sau Jacqueline Holman
Tus Kws Kho Mob Valarie Jackson
Fais Fab Khoom Siv, Hlau
TSEEM CEEB
Kev txhawb nqa tus nqi yuav nyob mus txog rau xyoo 2021 tas mus li
Kev ua lag luam yuav rov qab mus rau qhov ntau ntxiv ntawm 1,000 mt hauv xyoo 2022
Kev muab khoom muaj zog ntxiv mus txog rau xyoo 2024 kom txhawb nqa kev lag luam ntau dhau
Tus nqi hlau Cobalt yuav tseem txhawb nqa rau xyoo 2021 tas mus li vim tias kev nyuaj siab ntawm kev xa khoom tseem muaj, tab sis tom qab ntawd yuav poob 8.3% hauv xyoo 2022 vim kev loj hlob ntawm kev muab khoom thiab txo qhov teeb meem ntawm cov khoom xa tuaj, raws li daim ntawv qhia ntawm S&P Global Market Intelligence November Commodity Briefing Service txog lithium thiab cobalt, uas tau tshaj tawm thaum kawg ntawm lub Kaum Ib Hlis 23.
Tus Kws Tshawb Fawb Qib Siab ntawm MI, Metals & Mining Research Alice Yu tau hais hauv daim ntawv tshaj tawm tias kev loj hlob ntawm kev muab khoom hauv Democratic Republic of Congo thiab kev ua kom cov teeb meem ntawm cov saw hlau tsis zoo li qub rau ib nrab xyoo 2022 tau xav tias yuav txo qhov kev nruj ntawm kev muab khoom uas tau ntsib hauv xyoo 2021.
Tag nrho cov cobalt muab tau kwv yees tias yuav muaj tag nrho 196,000 mt hauv xyoo 2022, nce ntxiv los ntawm 136,000 mt hauv xyoo 2020 thiab kwv yees li 164,000 mt hauv xyoo 2021.
Ntawm sab kev thov, Yu kwv yees tias qhov kev thov cobalt yuav txuas ntxiv mus ntxiv vim tias kev muag khoom hluav taws xob ntau dua ntawm cov tsheb fais fab them rov qab rau qhov cuam tshuam ntawm kev siv cobalt hauv cov roj teeb.
MI kwv yees tias tag nrho cov kev xav tau cobalt yuav nce mus txog 195,000 mt hauv xyoo 2022, nce ntxiv los ntawm 132,000 mt hauv xyoo 2020 thiab kwv yees li ntawm 170,000 mt hauv xyoo 2021.
Txawm hais tias, nrog rau kev muab khoom kuj nce siab, qhov nyiaj tshuav ntawm kev lag luam cobalt tag nrho yuav rov qab mus rau qhov ntau ntxiv ntawm 1,000 mt hauv xyoo 2022, tom qab txav mus rau qhov kwv yees li ntawm 8,000 mt hauv xyoo 2021 los ntawm qhov ntau ntxiv ntawm 4,000 mt hauv xyoo 2020.
"Kev muab khoom muaj zog ntxiv mus txog rau xyoo 2024 yuav ua rau muaj kev lag luam ntau dhau thaum lub sijhawm ntawd, ua rau cov nqi khoom nyuaj siab," Yu hais hauv daim ntawv tshaj tawm.
Raws li kev ntsuam xyuas ntawm S&P Global Platts, cov nqi hlau cobalt 99.8% hauv Tebchaws Europe tau nce 88.7% txij li thaum pib xyoo 2021 mus txog $ 30 / lb IW Tebchaws Europe thaum Lub Kaum Ib Hlis 24, qib siab tshaj plaws txij li Lub Kaum Ob Hlis 2018, vim yog kev sib tsoo ntawm kev thauj mus los uas cuam tshuam kev lag luam thiab kev muaj khoom siv.
"Tsis muaj cov cim qhia tias kev lag luam logistics tau yooj yim dua, nrog rau kev tsis ua haujlwm hauv av thiab chaw nres nkoj hauv South Africa uas tau ua rau muaj kev tsis txaus ntawm lub nkoj thoob ntiaj teb, kev ncua sijhawm xa khoom, thiab cov nqi siab dua. [Lub tuam txhab logistics uas yog lub xeev South Africa muaj] Transnet kuj tseem tab tom thov kom nce tus nqi chaw nres nkoj los ntawm 23.96% hauv xyoo nyiaj txiag 2022-23 uas, yog tias ua tiav, tuaj yeem txhawb nqa cov nqi thauj mus los siab," Yu hais.
Nws hais tias qhov kev thov cobalt tag nrho tau txais txiaj ntsig los ntawm kev rov zoo dua hauv xyoo 2021 hauv kev lag luam hlau thiab hauv PEVs, nrog rau kev lag luam aerospace pom kev xa khoom ntau ntxiv - Airbus thiab Boeing nce 51.5% xyoo-rau-xyoo - hauv cuaj lub hlis thawj zaug ntawm xyoo 2021, txawm hais tias cov no tseem poob qis 23.8% piv nrog cov qib ua ntej muaj kev sib kis hauv tib lub sijhawm ntawm xyoo 2019.