Keketseho ea litheko tsa cobalt e feta litebello mme e kanna ea khutlela boemong ba kelello

Karolong ea bobeli ea 2020, thepa ea lihlahisoa tse tlotsitsoeng tsa cobalt ka kakaretso e ile ea fihla ho lithane tse 16,800 tsa tšepe, e leng selemo ka selemo ea 19%. Har'a bona, kenyelletso ea tšepe ea cobalt ore e ne e le lithane tse limilione tse 0,01 tsa tšepe, e leng ho theoha hoa selemo sa 92%; karolelano ea lihlahisoa tse bohareng tsa cobalt tse tsoang bohareng e ne e le lithane tse 15, 800, selemong se theohileng sa 15%; karolelano eohle ea cobalt e sa sebetsoang e ne e le lithane tsa tšepe tsa limilione tse 0.08, Keketseho ea 57% selemo le selemo.

Liphetoho ka theko ea lihlahisoa tsa cobalt tsa SMM ho tloha ka la 8 Motšeanong ho fihlela la 31 Phupu 2020

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Lintlha tse tsoang ho SMM

Kamora bohareng ba bo-Pulungoana, tekanyo ea li-cobalt tsa electrolytic ho cobalt sulfate butle butle e ile ea fetoha 1, haholo-holo ka lebaka la ho hlaphoheloa ha tlhokeho ea lisebelisoa tsa betri butle-butle.

Papiso ea lihlahisoa tsa cMalt tsa SMM ho tloha ka la 8 Motšeanong ho fihlela la 31 Phupu 2020

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Lintlha tse tsoang ho SMM

Mabaka feela a tšehelitseng theko e nyolohang ho tloha ka Mots'eanong ho isa ka Phuptjane selemong sena e ne e le ho koaloa ha boema-kepe ba Afrika Boroa ka Mphalane, 'me lihlahisoa tse tala tsa cobalt malapeng li ne li tiile ho tloha ka Mots'eanong ho isa ka Phupu. Leha ho le joalo, metheo ea lihlahisoa tse qhibilihileng 'marakeng oa lehae li ntse li eketseha ka bongata,' me cobalt sulfate e se e qalile ho theoha khoeling eo, mme metheo ea eona e ntlafalitsoe. Tlhokahalo ea moelelo o tlase ha e so ntlafale haholo, 'me tlhoko ea lisebelisoa tsa elektroniki tsa 3C e kene selemong sa ho reka,' me keketseho ea theko e bile nyane.

Ho tloha bohareng ba Pulungoana selemong sena, lintlha tse tšehetsang keketseho ea theko li eketsehile:

1. Qetellong phepelo ea lihlahisoa tsa Cobalt:

Boloetse bo bocha ba moqhaka Afrika bo tebile, 'me linyeoe tse netefalitsoeng libakeng tsa meepo li hlahile hangata. Tlhahiso ha e e-so ame letho hajoale. Le ha thibelo ea seoa le taolo libakeng tsa meepo e le thata mme monyetla oa ho phatloha ho hoholo ka bongata ho leng nyane, mmaraka o ntse o tšoenyehile.

Hajoale, boemo ba boema-kepe ba Afrika Boroa bo na le tšusumetso e kholo. Afrika Boroa hajoale ke naha e anngoeng ka ho fetisisa Afrika. Palo ea linyeoe tse netefalitsoeng e fetile 480,000, 'me palo ea lipalo tse ncha e eketsehile ka 10,000 ka letsatsi. Hoa utloahala hore kaha Afrika Boroa e phahamisitse embargo ka la 1 Mots'eanong, thepa ea boema-kepe e lieha ho fola, 'me kemiso ea pele ea thomello e rometsoe bohareng ba Mots'eanong; boemo ba boema-kepe ho tloha ka Phupu ho fihlela ka Phupu e ne e le liperesente tse 50-60 feela tsa boemo bo tloaelehileng; ho latela karabo e tsoang ho barekisi ba lihlahisoa tse tala tsa cobalt, Ka lebaka la liteishene tsa bona tse khethehileng tsa lipalangoang, lenane la baeti ba tsamaisang thepa e tšoanang le bona le tšoana le nakong e fetileng, empa ha ho na lets'oao la ntlafatso. Ho lebelletsoe hore boemo bo tla tsoela pele bonyane likhoeling tse peli ho isa ho tse tharo tse tlang; kemiso ea barekisi ba bang ba August ba haufinyane e se e senyehile, 'me thepa e' ngoe le thepa ea cobalt Raw e nka matla a lekantsoeng a likepe tsa Afrika Boroa.

Karolong ea bobeli ea 2020, thepa ea lihlahisoa tse tlotsitsoeng tsa cobalt ka kakaretso e ile ea fihla ho lithane tse 16,800 tsa tšepe, e leng selemo ka selemo ea 19%. Har'a bona, kenyelletso ea tšepe ea cobalt ore e ne e le lithane tse limilione tse 0,01 tsa tšepe, e leng ho theoha hoa selemo sa 92%; karolelano ea lihlahisoa tse bohareng tsa cobalt tse tsoang bohareng e ne e le lithane tse 15, 800, selemong se theohileng sa 15%; ho kenyelletsa kakaretso ea cobalt e sa sebetsoang e ne e le lithane tse limilione tse 0.08 tsa tšepe. Keketseho ea 57% selemo le selemo.

Lihlahisoa tsa lihlahisoa tse tala tsa cobalt tsa China ho tloha ka Pherekhong 2019 ho fihlela Phato 2020

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Lintlha tse tsoang ho SMM le Tloaelo ea Chaena

Mmuso oa Afrika le indasteri li tla lokisa mehatla ea bahanyetsi ba tsona. Ho latela litaba tsa mmaraka, ho tloha ka Phato selemong sena, e tla laola le ho laola tšebeliso ea thepa e ngata haholo. Nako ea tokiso e ka ama ho tlisoa ha lisebelisoa tse ling tsa cobalt ka nako e khutsoanyane, tsa lebisa phepelong e thata. Leha ho le joalo, phepelo ea selemo le selemo ea ore ka letsoho, ho latela lipalo tse sa phethahalang, akhaonto e ka ba 6% -10% ea phepelo e fumanehang ea lihlahisoa tse tala tsa cobalt lefatšeng ka bophara, e nang le tšusumetso e nyane.

Ka hona, lisebelisoa tse tala tsa cobalt li ntse li tsoela pele ho ba thata, 'me li tla tsoela pele bonyane likhoeli tse 2-3 nakong e tlang. Ho latela lipatlisiso le ho nahanisisa, lethathamo la lihlahisoa tse tala tsa cobalt e ka ba lithane tsa 9,000, 000 000 tsa lithane, 'me ts'ebeliso ea lihlahisoa tse tala tsa cobalt e ka ba likhoeli tse 1-1,5,' me thepa e tloaelehileng ea cobalt e boloka lethathamo la 2- March. Seoa sena se boetse se ekelitse litšenyehelo tse patiloeng tsa lik'hamphani tsa meepo, se etsa hore barekisi ba lihlahisoa tse tala tsa cobalt ba leqe ho li rekisa, ka litaelo tse fokolang haholo, 'me litheko li nyoloha.

2. Motsoako oa lihlahisoa o qhibilihang:

Ho nka cobalt sulfate e le mohlala, sulfate ea China e hahiloe hantle pakeng tsa phepelo le tlhokahalo ka Phupu, mme tlhaiso ea lihlahisoa tse tlase tsa cobalt sulfate e tšehelitse phetoho e holimo ea barekisi ba cobalt sulfate.

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

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Lintlha tse tsoang ho SMM

3. Sekhahla sa tlhokeho ea "terminal"

3C terminal ea dijithale e kene sehlohlolong sa theko le theko ea thepa halofong ea bobeli ea selemo. Bakeng sa limela tse nyolohang tsa cobalt le baetsi ba cobalt tetroxide, tlhokeho e ntse e tsoela pele ho ntlafala. Leha ho le joalo, ho utloisisoa hore lethathamo la lisebelisoa tse tala tsa cobalt lifekthering tse ka tlase tse tlase tsa betri ke bonyane lithane tsa tšepe tsa 1500-2000, 'me ho ntse ho e-na le lisebelisoa tse tala tsa cobalt tse kenang boemakepe ka tatellano khoeli le khoeli. Lenane la lihlahisoa tse tala tsa baetsi ba li-lithium cobalt oxide le lifektheri tsa betri li phahame ho feta tsa letsoai le holimo la cobalt le cobalt tetroxide. Maikutlo a matle, ehlile, ho boetse ho na le matšoenyeho a manyane ka ho fihla hoa lihlahisoa tse tala tsa cobalt Hong Kong.

Tlhokahalo ea ternary e se e qala ho nyoloha, 'me litebello lia ntlafala halofo ea bobeli ea selemo. Ha ho nahanoa hore theko ea lisebelisoa tsa ternary ke lijalo tsa betri ea matla ke ea nako e telele, lijalo tsa betri le lijalo tsa thepa ea ternary li ntse li fumaneha, 'me ha ho na keketseho e kholo ea tlhoko ea theko ea lisebelisoa tse nyolohang. Litaelo tse tlase li theoha butle butle, 'me sekhahla sa tlhokeho se tlaase ho feta sa litheko tse nyolohang tsa lihlahisoa tse tala, ka hona litheko li ntse li le thata ho li fetisetsa.

4. Ho kena-kenoa ke chelete e ngata ea Macro, ho reka le ho boloka

Haufinyane, pono ea macroeconomic ea lapeng e tsoetse pele ho ntlafala, 'me ho eketseha ha lichelete tse eketsehileng ho bakile keketseho e kholo ea tlhoko ea mmaraka ea cobalt ea elektroltiki. Leha ho le joalo, ts'ebeliso ea ts'ebetso ea li-alloys tse nang le mocheso o phahameng, thepa ea matla a khoheli, lik'hemik'hale le liindasteri tse ling ha e bontše matšoao a ntlafatso. Ntle le moo, litaba tsa litaba tsa 'maraka tsa hore thekiso le polokelo ea "cobalt" ea elektroniki li boetse li bakile keketseho ea litheko tsa cobalt ho pota, empa litaba tsa theko le polokelo ha li e-so fihle, tseo ho lebelletsoeng hore li tla ba le tšusumetso e nyane mmarakeng.

Ka kakaretso, ka lebaka la ts'usumetso ea seoa se secha sa moqhaka ka 2020, phepelo le tlhokahalo li tla fokola. Lintho tsa motheo tsa cobalt ea lefats'e ka bophara li lula li sa fetohe, empa phepelo le maemo a tlhokeho a ka ntlafala haholo. Phepelo ea lefatše lohle le tlhokeho ea lihlahisoa tse tala tsa cobalt li lebelletsoe ho lekanya lithane tse 17,000 tsa tšepe.

Ka lehlakoreng la phepelo, merafo ea koporo ea clealt ea Glencore ea Mutle e ile ea koaloa. Merero e meng e mecha ea lihlahisoa tsa cobalt e neng e reriloe ho qala ho sebetsa selemong sena e kanna ea chechisoa selemong se tlang. Phepelo ea ore e tsamaeang ka letsoho le eona e tla fokotseha nakong e khuts'oane. Ka hona, SMM e ntse e tsoela pele ho fokotsa nalane ea phepelo ea lihlahisoa tse tala tsa cobalt bakeng sa selemo sena. Litonki tse 155,000 tsa tšepe, fokotseha ea selemo le selemo ea 6%. Ka lehlakoreng la tlhokeho, SMM e theoletse ponelopele ea tlhahiso bakeng sa likoloi tse ncha tsa eneji, polokelo ea dijithale le eneji, mme tlhoko ea kakaretso ea cobalt ea lefats'e e theotsoe ho lithane tse 138,000 tsa tšepe.

2018-2020 phepelo ea li-cobalt tsa lefatše ka bophara le tekano ea tlhokeho

 

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Lintlha tse tsoang ho SMM

Leha tlhokeho ea 5G, ofisi ea inthaneteng, lihlahisoa tse ts'oaroang tsa elektroniki, jj. E eketsehile, tlhoko ea lithium cobalt oxide le thepa e nyolohang e nyolohile, empa tlhahiso le thekiso ea liteishene tsa mehala ea mohala tse nang le kabelo e holimo ea mmaraka e anngoeng ke seoa sena e lebelletsoeng ho tsoela pele ho putlama, e fokotsa karolo ea ts'usumetso ea lithium cobalt oxide le nyoloha Keketseho ea tlhokeho ea lisebelisoa tse tala tsa cobalt. Ka hona, ha ho ahlotsoe hore theko ea lisebelisoa tse nyolohang e nyoloha haholo, e leng se ka bakang ho lieha ha merero ea thekiso e tlase. Ka hona, ho latela pono ea phepelo ea cobalt le tlhokeho, keketseho ea theko ea cobalt halofo ea bobeli ea selemo e lekanyelitsoe, 'me theko ea electrolytic cobalt e ka nyoloha pakeng tsa limilione tse 23-32 yuan / ton.


Nako ea poso: Aug-04-2020