IKE eletrik | Ọla 24 Nov 2021 | 20:42 UTC
Onye edemede bụ Jacqueline Holman
Onye nchịkọta akụkọ Valarie Jackson
Ike ọkụ eletrik, ọla
ELU
Nkwado ọnụ ahịa ga-adịgide ruo afọ 2021 fọdụrụnụ
Ahịa ga-alaghachi na njupụta nke 1,000 mt na 2022
Mkpokọta ọkọnọ siri ike ruo 2024 iji kwado njupụta ahịa
A na-atụ anya na ọnụ ahịa ọla Cobalt ga-anọgide na-akwado maka ihe fọdụrụ na 2021 ka nrụgide ngwa agha na-aga n'ihu, mana a na-atụ anya na ọ ga-ada 8.3% na 2022 na uto ọkọnọ na ibelata ụdọ ọkọnọ, dị ka S&P Global Market Intelligence November Commodity Briefing Service na-akọ na lithium. na cobalt, nke ewepụtara na ngwụcha Nov.23.
MI Senior Analyst, Metals & Mining Research Alice Yu kwuru na akụkọ ahụ na mmụba na-ebubata na Democratic Republic of Congo na ịhazi amụma amụma nke ụdọ ọkọnọ maka ọkara mbụ nke 2022 ka a na-atụ anya na ọ ga-ebelata nkwụsi ike ọkọnọ na 2021.
Mkpokọta mkpokọta cobalt ka ebu amụma na mkpokọta 196,000 mt na 2022, sitere na 136,000 mt na 2020 yana atụmatụ 164,000 mt na 2021.
N'akụkụ a na-achọ, Yu mere atụmatụ na ọchịchọ cobalt ga-aga n'ihu na-eto eto ka ịre ahịa ụgbọ ala eletrik dị elu na-ebelata mmetụta nke ịba ụba cobalt na batrị.
MI na-ebu amụma mkpokọta cobalt chọrọ ịrị elu ruo 195,000 mt na 2022, site na 132,000 mt na 2020 yana atụmatụ 170,000 mt na 2021.
Agbanyeghị, yana ọkọnọ na-arị elu, a na-atụ anya nguzozi ahịa cobalt ga-alaghachi na njupụta nke 1,000 mt na 2022, mgbe ọ kwabachara na mperi 8,000 mt na 2021 site na njupụta nke 4,000 mt na 2020.
Yu kwuru na akụkọ ahụ, "Mkpokọta ọkọnọ siri ike ruo na 2024 ga-akwado mmụkọ ahịa n'oge ahụ, na-emetụta ọnụ ahịa."
Dabere na nyocha S&P Global Platts, ọnụ ahịa ọla kọpa 99.8% nke Europe ebiliwo 88.7% kemgbe mmalite nke 2021 ruo $ 30 / lb IW Europe Nov. 24, ọkwa kachasị elu kemgbe Disemba 2018, kpatara site na ịgbachite ọkpọ ngwa ngwa nke na-egbochi mgbasa azụmahịa na ihe onwunwe. nnweta.
"Enweghị akara ọ bụla na-egosi na ngwa ahịa azụmaahịa na-ebelata, na adịghị arụ ọrụ n'ime ime na ọdụ ụgbọ mmiri na South Africa na-akawanye njọ site na ụkọ ụgbọ mmiri zuru ụwa ọnụ, igbu oge mbupu, na ụgwọ dị elu. [Ụlọ ọrụ logistics steeti South Africa] Transnet na-atụkwa aro ka ịbawanye tarifu ọdụ ụgbọ mmiri site na 23.96% na afọ ego 2022-23 nke, ọ bụrụ na etinyere ya, nwere ike ịkwado ọnụ ahịa njem dị elu, "Yu kwuru.
O kwuru na mkpokọta cobalt chọrọ na-erite uru site na mgbake dabere na 2021 na mpaghara ọla na na PEVs, ebe ngalaba ikuku na-ahụ mbufe mbufe - Airbus na Boeing gbagoro 51.5% kwa afọ - n'ime ọnwa itoolu mbụ nke 2021, n'agbanyeghị na ndị a ka na-agbadata 23.8% ma e jiri ya tụnyere ọkwa tupu ọrịa ọrịa n'otu oge nke 2019.