M'gawo lachiwiri la 2020, zida zonse za cobalt zomwe zidatumizidwa kunja zidakwana matani 16,800 azitsulo, kutsika kwapachaka ndi 19%.Pakati pawo, chiwerengero chonse cha cobalt ore chinali matani 0.01 miliyoni azitsulo, kuchepa kwa 92% chaka ndi chaka;chiwerengero chonse cha cobalt chonyowa chosungunula zinthu zapakatikati chinali matani 15,800, kuchepa kwa chaka ndi 15%;chiwerengero chonse cha cobalt chosagwiritsidwa ntchito chinali matani 0.08 miliyoni azitsulo, Kuwonjezeka kwa 57% chaka ndi chaka.

Zosintha pamtengo wazinthu za SMM cobalt kuyambira pa Meyi 8 mpaka Julayi 31, 2020

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Pambuyo pa mwezi wa June, chiŵerengero cha electrolytic cobalt ndi cobalt sulphate pang'onopang'ono chinafika ku 1, makamaka chifukwa cha kuchira kwapang'onopang'ono kwa kufunikira kwa zipangizo za batri.

Kuyerekeza kwamitengo ya SMM cobalt kuyambira pa Meyi 8 mpaka Julayi 31, 2020

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Zomwe zidathandizira kukwera kwamitengo kuyambira Meyi mpaka Juni chaka chino zinali kutsekedwa kwa doko la South Africa mu Epulo, ndipo zida zapakhomo za cobalt zinali zolimba kuyambira Meyi mpaka Juni.Komabe, zoyambira zazinthu zosungunuka pamsika wapakhomo zikadali zochulukira, ndipo cobalt sulphate yayamba kuchepa mwezi womwewo, ndipo zoyambira zasintha.Kufuna kwapansi pamadzi sikunapite patsogolo kwambiri, ndipo kufunikira kwa magetsi a digito a 3C kwalowa mu nyengo yogula, ndipo kuwonjezeka kwa mtengo kwakhala kochepa.

Kuyambira pakati pa Julayi chaka chino, zinthu zothandizira kukwera kwamitengo zawonjezeka:

1. Cobalt zopangira zopangira mapeto:

Mliri watsopano wa korona ku Africa ndi wowopsa, ndipo milandu yotsimikizika m'malo amigodi yawoneka motsatizana.Kupanga sikunakhudzidwe mpaka pano.Ngakhale kupewa ndi kuwongolera miliri m'malo amigodi ndizovuta komanso kuthekera kwa kufalikira kwakukulu ndi kochepa, msika uda nkhawa.

Pakadali pano, kuchuluka kwa madoko ku South Africa ndikokhudza kwambiri.Panopa dziko la South Africa ndi dziko lomwe lakhudzidwa kwambiri ndi vutoli mu Africa.Chiwerengero cha milandu yotsimikizika chapitilira 480,000, ndipo kuchuluka kwa omwe adapezeka ndi matenda atsopano kudakwera ndi 10,000 patsiku.Zikumveka kuti kuyambira pomwe South Africa idachotsa chiletso pa Meyi 1, kuchuluka kwa doko kwachedwa kuchira, ndipo ndondomeko yoyambirira yotumizira idatumizidwa pakati pa Meyi;mphamvu ya doko kuyambira June mpaka July inali chabe 50-60% ya mphamvu yachibadwa;malinga ndi ndemanga zochokera kwa cobalt zopangira zopangira , Chifukwa cha njira zawo zapadera zoyendera, ndondomeko yotumizira ya ogulitsa ambiri ndi yofanana ndi nthawi yapitayi, koma palibe chizindikiro cha kusintha.Zikuyembekezeka kuti izi zipitilira miyezi iwiri kapena itatu ikubwerayi;Zotumiza zina zaposachedwa za Ogasiti zasokonekera, ndipo katundu wina ndi cobalt Raw alanda kuchuluka kwa madoko aku South Africa.

M'gawo lachiwiri la 2020, zida zonse za cobalt zomwe zidatumizidwa kunja zidakwana matani 16,800 azitsulo, kutsika kwapachaka ndi 19%.Pakati pawo, chiwerengero chonse cha cobalt ore chinali matani 0.01 miliyoni azitsulo, kuchepa kwa 92% chaka ndi chaka;chiwerengero chonse cha cobalt chonyowa chosungunula zinthu zapakatikati chinali matani 15,800, kuchepa kwa chaka ndi 15%;chiwerengero chonse cha cobalt chosapangidwa chinali matani 0.08 miliyoni achitsulo.Kuwonjezeka kwa 57% pachaka.

China cobalt zopangira zopangira kuchokera ku Januware 2019 mpaka Ogasiti 2020

Zambiri kuchokera ku SMM&Chinese Custom

Boma la Africa ndi mafakitale akonza zitsulo zomwe adani awo alanda.Malinga ndi nkhani zamsika, kuyambira mu Ogasiti chaka chino, idzalamulira ndikuwongolera miyala yogwira.Nthawi yokonzanso imatha kukhudza kutumizidwa kwa zinthu zina za cobalt kwakanthawi kochepa, zomwe zimapangitsa kuti pakhale kupezeka kolimba.Komabe, kuperekedwa kwapachaka kwa ore ndi manja, malinga ndi ziwerengero zosakwanira, kumakhala pafupifupi 6% -10% yazinthu zonse zapadziko lonse lapansi za cobalt zopangira, zomwe zilibe kanthu.

Choncho, zipangizo zapakhomo za cobalt zikupitirizabe kukhala zolimba, ndipo zidzapitirira kwa miyezi 2-3 mtsogolomu.Malinga ndi kafukufuku ndi kulingalira, zopangira zapakhomo za cobalt zimakhala pafupifupi matani 9,000-11,000 azitsulo zachitsulo, ndipo zopangira zapakhomo za cobalt zimakhala pafupifupi miyezi 1-1.5, ndipo zopangira zamba za cobalt zimakhala ndi 2- Marichi.Mliriwu wawonjezeranso ndalama zobisika zamakampani amigodi, zomwe zimapangitsa kuti ogulitsa cobalt asafune kugulitsa, ndi maoda ochepa, komanso mitengo ikukwera.

2. Mbali yopereka zinthu zosungunuka:

Potengera chitsanzo cha cobalt sulphate, cobalt sulphate waku China wafika pamlingo wokwanira pakati pa kupezeka ndi kufunikira mu Julayi, ndipo kuwerengera kwatsika kwa cobalt sulphate pamsika kwathandizira kusintha kwapamwamba kwa ogulitsa cobalt sulphate.

Kuyambira Julayi 2018 mpaka Julayi 2020 E China Cobalt Sulfate Cumulative Balance

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3. Mbali yofunikira ya terminal

3C Digital terminal idalowa pachimake pakugula ndi kugulitsa katundu mu theka lachiwiri la chaka.Kwa zomera zamchere za cobalt kumtunda ndi opanga cobalt tetroxide, kufunikira kukupitirizabe kuyenda bwino.Komabe, zikumveka kuti kuwerengera kwa zida za cobalt m'mafakitole akulu akumunsi kwa batire ndi matani achitsulo osachepera 1500-2000, ndipo pamakhala zopangira za cobalt zomwe zimalowa padoko motsatizana mwezi uliwonse.Zopangira zopangira za lithiamu cobalt oxide opanga ndi mafakitale a batri ndizokwera kuposa zamchere zamchere za cobalt ndi cobalt tetroxide.Kuyembekezera, zachidziwikire, palinso nkhawa pang'ono za kubwera kwa cobalt ku Hong Kong.

Kufuna kwapadziko lonse kwayamba kukwera, ndipo ziyembekezo zikuyenda bwino mu theka lachiwiri la chaka.Poganizira kuti kugulidwa kwa zida za ternary ndi mabatire amagetsi ndi nthawi yayitali, mabatire apano ndi zida zamtundu wa ternary akadalipo, ndipo palibe kuwonjezeka kwakukulu pakufunidwa kogula kwa zinthu zakumtunda.Malamulo akutsika akuchira pang'onopang'ono, ndipo kukula kwa kufunikira kumakhala kotsika kusiyana ndi mitengo yamtengo wapatali yamtengo wapatali, kotero mitengo imakhala yovuta kufalitsa.

4. Macro capital kulowa, kugula ndi kusunga catalysis

Posachedwa, malingaliro azachuma akunyumba akupitilirabe bwino, ndipo kukwera kwachuma kwadzetsa chiwonjezeko chachikulu pakufunidwa kwa msika wa electrolytic cobalt.Komabe, kugwiritsidwa ntchito kwenikweni kwa ma alloys otentha kwambiri, zida zamaginito, mankhwala ndi mafakitale ena siziwonetsa kusintha.Kuonjezera apo, mphekesera za msika zomwe kugula ndi kusungirako electrolytic cobalt zachititsanso kuwonjezeka kwa mitengo ya cobalt kuzungulira kuno, koma nkhani zogula ndi zosungirako sizinafike, zomwe zikuyembekezeka kukhala ndi zotsatira zochepa pamsika.

Mwachidule, chifukwa cha zovuta za mliri watsopano wa korona mu 2020, zonse zopezeka ndi zofunikira zidzakhala zofooka.Zofunikira pakuchulukirachulukira kwa cobalt padziko lonse lapansi sikunasinthe, koma kupezeka ndi kufunikira kwa zinthu zitha kusintha kwambiri.Kupezeka kwapadziko lonse lapansi komanso kufunikira kwa zida za cobalt kukuyembekezeka kukwanira matani 17,000 azitsulo.

Pa mbali ya katundu, mgodi wa cobalt wa Glencore wa Mutanda unatsekedwa.Mapulojekiti ena atsopano a cobalt omwe akuyembekezeka kukhazikitsidwa chaka chino atha kuyimitsidwa chaka chamawa.Kupezeka kwa miyala ya m'manja kudzachepanso pakanthawi kochepa.Chifukwa chake, SMM ikupitilizabe kutsitsa zomwe zanenedweratu za cobalt zopangira chaka chino.155,000 matani zitsulo, chaka ndi chaka kuchepa kwa 6%.Kumbali yofunikira, SMM idatsitsa zolosera zake zopanga magalimoto atsopano amagetsi, digito ndi kusungirako mphamvu, ndipo kuchuluka kwa cobalt padziko lonse lapansi kudatsitsidwa mpaka matani 138,000 azitsulo.

2018-2020 cobalt padziko lonse lapansi komanso kufunikira koyenera

Zambiri kuchokera ku SMM

Ngakhale kufunikira kwa 5G, ofesi yapaintaneti, zinthu zamagetsi zowoneka bwino, ndi zina zambiri, kufunikira kwa lithiamu cobalt oxide ndi zopangira zakumtunda kwachulukira, koma kupanga ndi kugulitsa malo opangira mafoni am'manja omwe ali ndi gawo lalikulu kwambiri pamsika lomwe lakhudzidwa ndi mliriwu ndi. akuyembekezeka kupitiliza kucheperachepera, ndikuchepetsa gawo la mphamvu ya lithiamu cobalt oxide ndi kumtunda Kukwera kwa kufunikira kwa zopangira za cobalt.Choncho, sizikulamulidwa kuti mtengo wa zipangizo zopangira mtsinje uwonjezeke kwambiri, zomwe zingayambitse kuchedwa kwa mapulani osungiramo katundu.Chifukwa chake, potengera kuchuluka kwa cobalt ndi kufunikira, kukwera kwamtengo wa cobalt mu theka lachiwiri la chaka ndikochepa, ndipo mtengo wa electrolytic cobalt ukhoza kusinthasintha pakati pa 23-32 miliyoni yuan/ton.