Matla a Motlakase | Litšepe 24 Pulungoana 2021 | 20:42 UTC
Mongoli Jacqueline Holman
Mohlophisi Valarie Jackson
Matla a Motlakase a Thepa, Litšepe
LINTLHA TSE HLOOHANG
Tšehetso ea theko e tla sala bakeng sa karolo e setseng ea 2021
'Maraka o tla khutlela ho feta 1,000 m ka 2022
Keketseho e matla ea phepelo e ea ho fihlela ka 2024 ho boloka phaello ea 'maraka
Litheko tsa tšepe ea Cobalt li lebelletsoe ho lula li tšehetsoa bakeng sa karolo e setseng ea 2021 ha likhatello tsa thepa li ntse li tsoela pele, empa joale ho lebelletsoe hore li tla theoha ka 8.3% ka 2022 mabapi le kholo ea phepelo le ho fokotsa litšitiso tsa ketane ea phepelo, ho latela tlaleho ea S&P Global Market Intelligence November Commodity Briefing Service mabapi le lithium le cobalt, e lokollotsoeng bofelong ba la 23 Pulungoana.
Mohlahlobi e Moholo oa MI, Patlisiso ea Litšepe le Merafo Alice Yu o boletse tlalehong eo hore kholo ea phepelo Rephaboliking ea Demokrasi ea Congo le ho lokisa likhaello tsa ketane ea phepelo bakeng sa halofo ea pele ea 2022 li lebelletsoe ho fokotsa ho tiea ha phepelo ho bileng teng ka 2021.
Kabo eohle ea cobalt e ne e lebelletsoe ho fihla ho limitara tse 196,000 ka 2022, ho tloha ho limitara tse 136,000 ka 2020 le limitara tse hakanyetsoang ho 164,000 ka 2021.
Ka lehlakoreng la tlhoko, Yu o hakantse hore tlhoko ea cobalt e tla tsoela pele ho hola ha thekiso e phahameng ea likoloi tsa motlakase tse kentsoeng ka har'a plug-in e fokotsa tšusumetso ea ho boloka cobalt libetering.
MI e bolela esale pele hore tlhokeho yohle ya cobalt e tla nyolohela ho 195,000 mt ka 2022, ho tloha ho 132,000 mt ka 2020 le ho hakanyetsoa ho 170,000 mt ka 2021.
Leha, kaha phepelo le yona e ntse e nyoloha, ho ne ho lebelletswe hore tekanyo ya mmaraka wa cobalt ka kakaretso e kgutlele ho tjhelete e setseng ya 1,000 m ka 2022, kamora ho kena kgaellong e hakanyetswang ya 8,000 m ka 2021 ho tloha ho tjhelete e setseng ya 4,000 m ka 2020.
“Ho eketseha ha phepelo ho matla ho fihlela ka 2024 ho tla boloka keketseho ea 'maraka nakong ena, e leng se tla hatellang litheko,” ho boletse Yu tlalehong.
Ho ya ka ditekolo tsa S&P Global Platts, ditheko tsa tshepe ya cobalt ya Yuropa ya 99.8% di nyolohile ka 88.7% ho tloha qalong ya 2021 ho ya ho $30/lb IW Europe ka la 24 Pudungwana, e leng boemo bo hodimo ka ho fetisisa ho tloha ka Tshitwe 2018, bo bakilweng ke ho tiisa dithibelo tsa thepa tse sitisang phallo ya kgwebo le ho fumaneha ha thepa.
“Ha ho na matshwao a hore thepa ya kgwebo e ntse e fokotseha, ka ho se sebetse hantle ha thepa ka hare ho naha le koung Afrika Borwa ho mpefaditsweng ke kgaello ya dikepe lefatsheng ka bophara, tieho ya ho romela thepa, le ditefiso tse hodimo. [Khamphani ya thepa ya mmuso wa Afrika Borwa] Transnet e boetse e sisinya ho eketsa tefiso ya koung ka 23.96% selemong sa ditjhelete sa 2022-23 seo, haeba se kenngwa tshebetsong, se ka kgonang ho boloka ditjeo tse hodimo tsa dipalangwang,” ho boletse Yu.
O itse tlhoko ea cobalt ka kakaretso e rua molemo ho tsoa ho hlaphoheloeng ho pharaletseng ka 2021 lefapheng la tšepe le ho li-PEV, moo lefapha la lifofane le boneng keketseho ea ho romelloa ha thepa - Airbus le Boeing li nyolohileng ka 51.5% selemo le selemo - likhoeling tse robong tsa pele tsa 2021, leha tsena li ne li ntse li theohile ka 23.8% ha li bapisoa le maemo a pele ho seoa nakong e tšoanang ea 2019.