AMANDLA OMBANE |IIMETALI 24 Nov 2021 |20:42 UTC
Umbhali uJacqueline Holman
Umhleli uValarie Jackson
Amandla oMbane weMveliso, iintsimbi
IIMBALASANE
Inkxaso yexabiso iya kuhlala kwintsalela ka-2021
Imakethi izakubuyela kwintsalela ye-1,000 mt ngo-2022
Ukunyuka kobonelelo ngamandla ukuya kuthi ga ngo-2024 ukugcina intsalela yemarike
Amaxabiso entsimbi yeCobalt kulindeleke ukuba aqhubeke exhaswa kwintsalela ka-2021 njengoko uxinzelelo lolungiselelo luqhubeka, kodwa ke kulindeleke ukuba lwehle nge-8.3% ngo-2022 ekukhuleni kobonelelo kunye nokunciphisa imiqobo yokubonelela, ngokutsho kweS&P Global Market Intelligence Novemba Commodity Briefing Service Report kwi-lithium. kunye ne-cobalt, eyakhutshwa ekupheleni kwe-23 kaNovemba.
Umhlalutyi oMkhulu we-MI, iZinyithi kunye noPhando lwezeMigodi u-Alice Yu uthe kwingxelo yokuba ukukhula kobonelelo kwi-Democratic Republic of Congo kunye noqikelelo oluqhelekileyo lokubonelela ngeebhotile kwisiqingatha sokuqala sika-2022 bekulindeleke ukuba kuthomalalise ukuxinana kobonelelo ngo-2021.
Ubonelelo lwe-cobalt lulonke lwaqikelelwa ukuba lulonke lwe-196,000 mt ngo-2022, ukusuka kwi-136,000 mt ngo-2020 kunye nokuqikelelwa kwe-164,000 mt ngo-2021.
Kwicala lemfuno, u-Yu uqikelele ukuba imfuno ye-cobalt iya kuqhubeka ikhula njengoko ukuthengiswa kwemoto yombane ephezulu kwiplagi yombane kuphelisa impembelelo yokunyusa i-cobalt kwiibhetri.
Uqikelelo lwe-MI lulonke lwemfuno ye-cobalt yokunyuka ukuya kwi-195,000 mt ngo-2022, ukusuka kwi-132,000 mt ngo-2020 kunye nokuqikelelwa kwe-170,000 mt ngo-2021.
Nangona, ngokubonelelwa kwakhona kunyuka, ibhalansi yemarike ye-cobalt iyonke bekulindeleke ukuba ibuyele kwintsalela ye-1,000 mt ngo-2022, emva kokufudukela kuqikelelo lwentsilelo ye-8,000 mt ngo-2021 ukusuka kwintsalela ye-4,000 mt ngo-2020.
"Unikezelo olunamandla olunyukayo ukuya kuthi ga ngo-2024 luya kugcina intsalela yemarike ngeli xesha, icinezela amaxabiso," utshilo uYu kwingxelo.
Ngokutsho kovavanyo lwe-S&P Global Platts, amaxabiso e-cobalt yaseYurophu angama-99.8% anyuke nge-88.7% okoko kwaqala i-2021 ukuya kwi-30 yeedola / lb IW yaseYurophu ngoNovemba 24, elona nqanaba liphezulu ukusukela ngoDisemba ka-2018, okubangelwa kukuqiniswa kweebhotile zezixhobo ezithintela ukuhamba kwezorhwebo kunye nezinto eziphathekayo. ukufumaneka.
“Akukho zimpawu zokuba ulungelelwaniso lorhwebo luyehla, ngenxa yokungasebenzi kakuhle kwelizwe kunye namazibuko eMzantsi Afrika kusenziwa mandundu kukunqongophala kweenqanawa zehlabathi, ukulibaziseka kweenqanawa, kunye nemirhumo ephezulu.[Inkampani yezothutho karhulumente yaseMzantsi Afrika] i-Transnet ikwacebisa ukuba yonyuswe irhafu yamazibuko ngama-23.96% kunyaka-mali wama-2022-23 nto leyo, ukuba iphunyeziwe, ikwazi ukugcina iindleko eziphezulu zothutho,” utshilo uYu.
Uthe imfuno ye-cobalt iyonke yayixhamla ekubuyiselweni okubanzi ngo-2021 kwicandelo lesinyithi kunye ne-PEVs, kunye necandelo le-aerospace libona ukuhanjiswa okwandisiweyo - i-Airbus kunye ne-Boeing up 51.5% ngonyaka - kwiinyanga ezilithoba zokuqala zika-2021, nangona ezi bezisephantsi nge-23.8% xa kuthelekiswa namanqanaba obhubhane kwangexesha elinye lika-2019.