Awood koronto | BIRTA 24 Nov 2021 | 20:42 UTC
Qoraaga Jacqueline Holman
Tafatiraha Valarie Jackson
Badeecadaha Korantada, Biraha
SAREEYA
Taageerada qiimaha waxay ahaanaysaa inta ka hadhay 2021
Suuqa si uu ugu noqdo dulsaarka 1,000 mt sanadka 2022
Kor u kaca saadka ka xoog badan ilaa 2024 si loo joogteeyo siyaadada suuqa
Qiimaha birta Cobalt ayaa la filayaa inuu sii ahaado mid la taageeray inta ka hartay 2021 maadaama cadaadiska saadka ay sii jiraan, laakiin markaas ayaa la filayaa inuu hoos u dhaco 8.3% 2022 kobaca saadka iyo fududeynta silsiladaha sahayda, sida laga soo xigtay S&P Global Intelligence S&P Warbixinta Adeegga Kooban ee Badeecada November ee lithium iyo Cobalt, oo la sii daayay dabayaaqadii Noofambar 23.
Falanqeeyaha sare ee MI, Biraha & Cilmi-baarista Macdanta Alice Yu ayaa ku sheegtay warbixinta in kobaca saadka ee Jamhuuriyadda Dimuqraadiga ah ee Kongo iyo sidii caadiga ahayd ee saadaasha silsiladaha saadka ee la saadaaliyay qeybta hore ee 2022 la filayo inay fududeyso ciriiriga saadka ee la kulmay 2021.
Wadarta saadka cobalt-ka ayaa la saadaaliyay inay noqon doonto 196,000 mt sanadka 2022, laga soo bilaabo 136,000 mt sanadka 2020 iyo qiyaastii 164,000 mt sanadka 2021.
Dhinaca baahida, Yu waxa uu ku qiyaasay in baahida cobalt ay sii wadi doonto kobaca maadaama iibka baabuurta koronto ee korontadu ay sare u kacday saameynta kororka kobalt ee baytariyada.
MI waxay saadaalisay wadarta baahida cobalt inay kor u kacdo ilaa 195,000 mt sanadka 2022, ilaa 132,000 mt sanadka 2020 iyo qiyaastii 170,000 mt sanadka 2021.
In kasta oo, iyada oo sahaydu sidoo kale kor u kacday, guud ahaan dheelitirka suuqa cobalt ayaa la filayaa inuu ku soo laabto wax ka badan 1,000 mt sanadka 2022, ka dib markii uu u guuray khasaare lagu qiyaasay 8,000 mt sanadka 2021 ka korodhka 4,000 mt sanadka 2020.
"Kor u kac xoog leh oo sahayda ah ilaa 2024 waxay sii wadi doontaa korodhka suuqa inta lagu jiro muddada, cadaadiska qiimaha," Yu ayaa ku sheegay warbixinta.
Marka loo eego qiimeynta S&P Global Platts, Yurub 99.8% qiimaha birta cobalt ayaa kor u kacay 88.7% tan iyo bilawgii 2021 ilaa $30/lb IW Yurub Noofambar 24, oo ah heerkii ugu sarreeyay tan iyo Disembar 2018, oo ay sababtay ciriiriga ciriiriga saadka ee xannibay isu socodka ganacsiga iyo alaabada. helitaan.
“Ma jiraan wax calaamado ah oo muujinaya in saadka ganacsiga uu sii yaraanayo, iyadoo wax-qabad la'aanta berriga iyo dekedda ee Koonfur Afrika ay uga sii dartay maraakiibta caalamiga ah oo yar, dib u dhac ku yimaada maraakiibta, iyo khidmadaha sare. [Shirkadda saadka ee ay dawladda Koonfur Afrika leedahay] Transnet waxa ay sidoo kale soo jeedinaysaa in la kordhiyo tacriifadda dekedda 23.96% sanad maaliyadeedka 2022-23 taas oo, haddii la hirgeliyo, sii wadi karta kharashaadka gaadiidka oo sarreeya, "Yu yidhi.
Waxay sheegtay in guud ahaan baahida cobalt ay ka faa'iideysaneyso soo kabashada ballaaran ee ku saleysan 2021 ee qaybta birta iyo PEVs, iyada oo qaybta hawada sare ay arkayso gaarsiinta kordhay - Airbus iyo Boeing 51.5% sanadkiiba - sagaalkii bilood ee ugu horreeyay 2021, in kasta oo kuwani ay wali hoos u dhaceen 23.8% marka la barbar dhigo heerarkii hore ee masiibada isla muddadaas 2019.