Karolong ea bobeli ea 2020, kakaretso ea thepa e tala ea cobalt e tsoang kantle ho naha e bile lithane tse 16,800 tsa tšepe, e leng phokotso ea selemo le selemo ea 19%.Har'a bona, kakaretso ea ho kenngoa ha cobalt ore e ne e le lithane tse limilione tse 0,01 tsa tšepe, ho fokotseha ha 92% selemo le selemo;kakaretso ea ho kenngoa ha lihlahisoa tsa mahareng tsa cobalt metsi a qhibilihisang e ne e le lithane tse 15,800, phokotso ea selemo le selemo ea 15%;kakaretso ea ho kenngoa ha cobalt e sa sebetsoang e ne e le lithane tse limilione tse 0.08 tsa tšepe, Keketseho ea 57% selemo le selemo.

Liphetoho ho theko ea lihlahisoa tsa SMM cobalt ho tloha ka la 8 Mots'eanong ho isa la 31 Phupu 2020

Lintlha tse tsoang ho SMM

Kamora bohareng ba Phuptjane, karo-karolelano ea electrolytic cobalt ho cobalt sulfate butle-butle e ile ea nyolohela ho 1, haholo-holo ka lebaka la ho hlaphoheloa butle-butle ha tlhokahalo ea lisebelisoa tsa betri.

Papiso ea theko ea sehlahisoa sa SMM cobalt ho tloha ka la 8 Mots'eanong ho isa la 31 Phupu 2020

Lintlha tse tsoang ho SMM

Lintlha feela tse tšehelitseng ho eketseha ha litheko ho tloha ka Mots'eanong ho isa Phuptjane selemong sena e bile ho koaloa ha boema-kepe ba Afrika Boroa ka Mmesa, le thepa e tala ea cobalt ea lehae e ne e le thata ho tloha ka Mots'eanong ho isa Phuptjane.Leha ho le joalo, lintho tsa motheo tsa lihlahisoa tse qhibilihisitsoeng 'marakeng oa malapeng li ntse li le ngata haholo,' me cobalt sulfate e se e qalile ho fokotseha khoeling eo, 'me lintho tsa motheo li ntlafetse.Tlhokahalo e tlase ea noka ha e ea ntlafala haholo, mme tlhoko ea lisebelisoa tsa elektroniki tsa 3C e kene nakong ea ho reka, mme keketseho ea theko e bile nyane.

Ho tloha bohareng ba Phupu selemong sena, lintlha tse tšehetsang keketseho ea litheko li eketsehile:

1. Qetello ea phepelo ea thepa e tala ea Cobalt:

Seoa se secha sa moqhaka Afrika se tebile, 'me linyeoe tse netefalitsoeng libakeng tsa merafo li hlahile ka ho latellana.Tlhahiso ha e so amehe hajoale.Leha thibelo le taolo ea seoa libakeng tsa merafo e le thata mme monyetla oa ho phatloha ho hoholo ho hoholo o nyane, 'maraka o ntse o tšoenyehile.

Hajoale, boema-kepe ba Afrika Boroa bo na le tšusumetso e kholohali.Hajoale Afrika Boroa ke naha e anngoeng hampe ka ho fetesisa Afrika.Palo ea linyeoe tse netefalitsoeng e se e fetile 480,000, mme palo ea bakuli ba bacha e eketsehile ka 10,000 ka letsatsi.Ho utloisisoa hore ho tloha ha Afrika Boroa e tlosa thibelo ka la 1 Motšeanong, boema-kepe bo ntse bo lieha ho hlaphoheloa, 'me kemiso ea pele ea likepe e ile ea romeloa bohareng ba May;boema-kepe ho tloha Phuptjane ho isa Phupu e ne e le 50-60% feela ea matla a tloaelehileng;ho latela maikutlo a tsoang ho cobalt bafani ba thepa e tala , Ka lebaka la litsela tsa bona tse khethehileng tsa lipalangoang, kemiso ea ho romela thepa ea bafani ba thepa e tloaelehileng e tšoana le nako e fetileng, empa ha ho na pontšo ea ntlafatso.Ho lebelletsoe hore boemo bo tla tsoela pele bonyane likhoeling tse peli ho isa ho tse tharo tse tlang;Lenane la haufinyane la ho tsamaisa likepe la barekisi ba bang la Phato le senyehile, 'me thepa e meng le lisebelisoa tse tala tsa cobalt li nka bokhoni bo fokolang ba likou tsa Afrika Boroa.

Karolong ea bobeli ea 2020, kakaretso ea thepa e tala ea cobalt e tsoang kantle ho naha e bile lithane tse 16,800 tsa tšepe, e leng phokotso ea selemo le selemo ea 19%.Har'a bona, kakaretso ea ho kenngoa ha cobalt ore e ne e le lithane tse limilione tse 0,01 tsa tšepe, ho fokotseha ha 92% selemo le selemo;kakaretso ea ho kenngoa ha lihlahisoa tsa mahareng tsa cobalt metsi a qhibilihisang e ne e le lithane tse 15,800, phokotso ea selemo le selemo ea 15%;kakaretso ea cobalt e sa sebetsoang e ne e le lithane tse limilione tse 0.08 tsa tšepe.Keketseho ea 57% selemo le selemo.

China e kenya thepa e tala ea cobalt ho tloha ka Pherekhong 2019 ho isa Phato 2020

Lintlha tse tsoang ho SMM&Custom Custom

'Muso oa Afrika le indasteri li tla lokisa lirafshoa tse hapiloeng ke bahanyetsi ba tsona.Ho ea ka litaba tsa 'maraka, ho tloha ka August selemong sena, e tla laola ka ho feletseng le ho laola ore ea ho hapa.Nako ea ho lokisa e ka ama ho kenngoa ha lisebelisoa tse ling tsa cobalt ka nako e khutšoanyane, e leng se lebisang ho phepelo e thata.Leha ho le joalo, phepelo ea selemo le selemo ea ore ka letsoho, ho ea ka lipalo-palo tse sa fellang, e etsa hoo e ka bang 6% -10% ea phepelo eohle ea lefats'e ea lisebelisoa tse tala tsa cobalt, tse nang le tšusumetso e nyane.

Ka hona, lisebelisoa tse tala tsa cobalt tsa malapeng li tsoela pele ho ba thata, 'me li tla tsoela pele bonyane likhoeli tse 2-3 nakong e tlang.Ho latela lipatlisiso le ho nahanoa, lethathamo la thepa e tala ea cobalt ea lapeng e ka ba lithane tse 9,000-11,000 tsa lithane tsa tšepe, 'me tšebeliso ea thepa e tala ea cobalt ea lapeng e ka ba likhoeli tse 1-1.5, mme thepa e tala ea cobalt e boloka lethathamo la 2- Hlakubele.Seoa sena se boetse se ekelitse litšenyehelo tse patiloeng tsa lik'hamphani tsa merafo, ho etsa hore barekisi ba thepa e tala ea cobalt ba be leqe ho rekisa, ka litaelo tse fokolang haholo, le litheko li nyoloha.

2. Lehlakore la phepelo ea sehlahisoa se qhibilihisitsoeng:

Ha re nka mohlala oa cobalt sulfate, cobalt sulfate ea China ha e le hantle e fihlile ho leka-lekana pakeng tsa phepelo le tlhoko ka Phupu, mme lethathamo la 'maraka le tlase la cobalt sulfate le tšehelitse tokiso e holimo ea bafani ba cobalt sulfate.

Ho tloha ka Phupu 2018 ho isa Phupu 2020 E China Cobalt Sulfate Cumulative Balance

Lintlha tse tsoang ho SMM

3. Lehlakore la tlhokeho ea terminal

Theminale ea dijithale ea 3C e kene tlhorong ea theko le thepa halofong ea bobeli ea selemo.Bakeng sa limela tsa letsoai la cobalt tse holimo le baetsi ba cobalt tetroxide, tlhokahalo e ntse e ntlafala.Leha ho le joalo, ho utloisisoa hore lethathamo la lisebelisoa tse tala tsa cobalt lifekthering tse ka sehloohong tsa betri tse tlase ke bonyane lithane tsa tšepe tse 1500-2000, 'me ho ntse ho e-na le lisebelisoa tse tala tsa cobalt tse kenang boema-kepeng ka tatellano khoeli le khoeli.Lethathamo la lihlahisoa tse tala tsa baetsi ba lithium cobalt oxide le lifeme tsa betri li phahame ho feta tsa letsoai la cobalt le cobalt tetroxide.Ho na le tšepo, ehlile, ho boetse ho na le matšoenyeho a fokolang mabapi le ho fihla ha lisebelisoa tse tala tsa cobalt Hong Kong.

Tlhokahalo ea ternary e qala ho phahama, 'me litebello li ntse li ntlafala halofong ea bobeli ea selemo.Ha ho nahanoa hore ho rekoa ha lisebelisoa tsa ternary ka limela tsa betri ea matla ha e le hantle ke nako e telele, limela tsa hona joale tsa betri le limela tsa lisebelisoa tsa ternary li ntse li le teng, 'me ho ntse ho se na keketseho e kholo ea tlhokahalo ea theko ea lisebelisoa tse tala.Litaelo tse tlase li ntse li hlaphoheloa butle-butle, 'me sekhahla sa kholo ea tlhokahalo se tlase ho feta sa theko ea lihlahisoa tse tala, kahoo litheko li ntse li le thata ho li fetisetsa.

4. Macro capital kena, ho reka le ho boloka catalysis

Haufinyane tjena, tebello ea moruo e kholo ea lehae e tsoetse pele ho ntlafala, 'me chelete e kenang ea chelete e ngata e bakile keketseho e kholo ea tlhokeho ea mmaraka ea electrolytic cobalt.Leha ho le joalo, tšebeliso ea 'nete ea ho qetela ea li-alloys tse phahameng tsa mocheso, lisebelisoa tsa makenete, lik'hemik'hale le liindasteri tse ling ha li bontše matšoao a ntlafatso.Ho phaella moo, menyenyetsi ea 'maraka ea hore ho reka le ho boloka electrolytic cobalt ho boetse ho entse hore ho be le keketseho ea theko ea cobalt nakong ena, empa litaba tsa ho reka le ho boloka litaba ha li e-s'o fihle, tse lebelletsoeng ho ba le tšusumetso e nyane marakeng.

Ka kakaretso, ka lebaka la phello ea seoa se secha sa moqhaka ka 2020, phepelo le tlhoko e tla fokola.Metheo ea phepelo e feteletseng ea cobalt lefatšeng ka bophara e lula e sa fetohe, empa boemo ba phepelo le tlhoko bo ka ntlafala haholo.Phepelo ea lefats'e le tlhoko ea lisebelisoa tse tala tsa cobalt li lebelletsoe ho leka-lekanya lithane tse 17,000 tsa tšepe.

Ka lehlakoreng la phepelo, morafo oa koporo-cobalt oa Glencore oa Mutanda o ile oa koaloa.Merero e meng e mecha ea thepa e tala ea cobalt e neng e reretsoe ho qala selemong sena e ka chechisetsoa selemong se tlang.Phepelo ya borale e tshwarwang ka letsoho le yona e tla fokotseha ka nako e kgutshwane.Ka hona, SMM e ntse e tsoela pele ho theola ponelopele ea phepelo ea thepa e tala ea cobalt selemong sena.Lithane tse 155,000 tsa tšepe, ho fokotseha ha selemo le selemo ka 6%.Lehlakoreng la tlhokahalo, SMM e theotse likhakanyo tsa eona tsa tlhahiso ea likoloi tse ncha tsa matla, polokelo ea dijithale le matla, mme tlhoko ea lefats'e ka bophara ea cobalt e theotsoe ho lithane tse 138,000 tsa tšepe.

2018-2020 phepelo ea cobalt ea lefats'e le tekano ea tlhoko

Lintlha tse tsoang ho SMM

Leha tlhokahalo ea 5G, ofisi ea inthaneteng, lihlahisoa tsa elektroniki tse ka roaloang, joalo-joalo e eketsehile, tlhokahalo ea lithium cobalt oxide le lisebelisoa tse tala e eketsehile, empa tlhahiso le thekiso ea liteishene tsa mehala ea mehala e nang le karolo e phahameng ka ho fetisisa ea mmaraka e anngoeng ke seoa sena. e lebelletsoeng ho tsoela pele ho honyela, ho hlapolla karolo ea tšusumetso ho lithium cobalt oxide le ho nyoloha noka Keketseho ea tlhokeho ea lisebelisoa tse tala tsa cobalt.Ka hona, ha hoa qheleloa ka thoko hore theko ea thepa e tala e nyolohang holimo e tla eketseha haholo, e leng se ka bakang tieho ea merero ea ho boloka thepa e tlase.Ka hona, ho ea ka pono ea phepelo ea cobalt le tlhokahalo, keketseho ea theko ea cobalt halofo ea bobeli ea selemo e lekanyelitsoe, 'me theko ea electrolytic cobalt e ka fetoha pakeng tsa 23-32 milione ea li-yuan/ton.