SIMBA remagetsi |METALS 24 Nov 2021 |20:42 UTC
Munyori Jacqueline Holman
Mupepeti Valarie Jackson
Commodity Magetsi Simba, Masimbi
ZVAKAITIKA
Mutengo werutsigiro urambe uripo kune kwasara 2021
Musika wekudzokera kune yakawandisa ye1,000 mt muna 2022
Yakasimba yekugovera-kukwira kusvika muna 2024 kuchengetedza musika wasara
Mitengo yeCobalt simbi inotarisirwa kuramba yakatsigirwa kweasara 2021 sezvo kumanikidza kwezvinhu kuri kuramba kuchienderera mberi, asi zvinozotarisirwa kudonha 8.3% muna 2022 pakukura kwekupa uye kurerutsa mabhodhoro ekutengesa, maererano neS&P Global Market Intelligence November Commodity Briefing Service report pa lithium. uye cobalt, iyo yakaburitswa mukupera kwaNov. 23.
MI Senior Analyst, Metals & Mining Research Alice Yu akati mumushumo wekuti kukura kwekupa muDemocratic Republic of Congo uye kudzoreredza mabhodhoro ekutengesa kwehafu yekutanga ya2022 zvinotarisirwa kudzoreredza kusimba kwekupa kwakaitika muna 2021.
Yese cobalt kuwanikwa kwaifungidzirwa kusvika 196,000 mt muna 2022, kubva pa136,000 mt muna 2020 uye inofungidzirwa 164,000 mt muna 2021.
Padivi rekuda, Yu anofungidzira kuti cobalt inoda icharamba ichikura sezvo kutengesa kwemagetsi kweplug-in kwemagetsi kunogadzirisa kukanganisa kwecobalt mumabhatiri.
MI inofungidzira yakazara cobalt inoda kukwira kusvika 195,000 mt muna 2022, kubva pa132,000 mt muna 2020 uye inofungidzirwa 170,000 mt muna 2021.
Kunyangwe, nekukwira zvakare, huwandu hwemusika hwecobalt hwaitarisirwa kudzoka kune yakawedzera chiuru chemt muna 2022, mushure mekupinda mukushomeka kunofungidzirwa kwe8,000 mt muna 2021 kubva pakuwedzera kwe4,000 mt muna 2020.
"Kuwedzera kwakasimba kwekuwedzera kusvika muna 2024 kuchachengetedza musika wakawedzera panguva iyi, uchimanikidza mitengo," Yu akadaro mumushumo.
Zvinoenderana neS&P Global Platts ongororo, European 99.8% cobalt simbi mitengo yakakwira 88.7% kubva kutanga kwa2021 kusvika $30/lb IW Europe Nov. kuwanikwa.
“Hapana zviratidzo zvekuti zvinhu zvekutengeserana zviri kudzikira, nekusashanda zvakanaka kwemukati memuSouth Africa nekushaikwa kwengarava pasi rose, kunonoka kwekutakura uye kukwidzwa kwemari.[Kambani yehurumende yeSouth Africa inoona nezvekufambiswa kwemabasa] Transnet iri kukurudzirawo kuwedzera mutero wepachiteshi nechikamu che23.96% mugore rezvemari ra2022-23 izvo, kana zvikaitwa, zvinogona kuchengetedza mari dzekufambisa dzakakwira,” akadaro Yu.
Akataura kuti kudiwa kwecobalt kwese kuri kubatsirwa kubva mukudzoreredza kwakadzika muna 2021 muchikamu chesimbi uye muPEVs, nechikamu chezvemuchadenga chichiona kuwedzera kwekutakura - Airbus neBoeing zvichikwira 51.5% gore negore - mumwedzi mipfumbamwe yekutanga ya2021. kunyangwe izvi zvaive zvichiri pasi 23.8% zvichienzaniswa ne pre-denda mazinga panguva imwechete ya2019.