BABBAN ABUBUWAN DA KE FARUWA
An yi hasashen mafi girman tayi don isar da kaya a watan Satumba. Tsarin riba zai iya haifar da hauhawar farashi
Farashin Lithium carbonate ya tashi zuwa mafi girma a tarihi a ranar 23 ga Agusta yayin da ake ci gaba da samun ƙaruwar buƙata a ɓangaren man fetur.
Kamfanin S&P Global Platts ya kimanta darajar batirin lithium carbonate a Yuan 115,000/mt a ranar 23 ga Agusta, wanda ya karu da Yuan 5,000/mt daga ranar 20 ga Agusta bisa tsarin da aka biya na kasar Sin, wanda hakan ya karya matsayin Yuan 110,000/mt a makon da ya gabata.
Majiyoyin kasuwa sun ce hauhawar farashin ya faru ne sakamakon karuwar samar da LFP (lithium iron phosphate) na kasar Sin, wanda ke amfani da lithium carbonate sabanin sauran nau'ikan batirin lithium-ion.
An ga ribar siyayya mai aiki duk da cewa an sayar da adadin masu samarwa a watan Agusta. Kayayyakin jigilar kaya na watan Agusta galibi ana samun su ne kawai daga kayan 'yan kasuwa.
Matsalar siye daga kasuwa ta biyu ita ce daidaiton ƙayyadaddun bayanai na iya bambanta da na hannun jari na yanzu ga masu kera kayayyaki masu riga-kafi, in ji wani mai samarwa. Har yanzu akwai wasu masu siye domin ƙarin kuɗin aiki ya fi kyau fiye da siye a farashi mai tsada don jigilar kaya a watan Satumba, in ji mai samarwa.
An ji cewa an bayar da tayin lithium carbonate mai nauyin batir tare da isar da shi a watan Satumba akan Yuan 120,000/mt daga manyan masu samarwa da kuma kusan Yuan 110,000/mt ga ƙananan kamfanoni ko waɗanda ba na yau da kullun ba.
Majiyoyin kasuwa sun ce farashin lithium carbonate na fasaha ya ci gaba da hauhawa yayin da masu siye ke amfani da shi don samar da lithium hydroxide.
An ji takunkuman da aka ɗaga zuwa Yuan 105,000/mt a ranar 23 ga Agusta, idan aka kwatanta da cinikin da aka yi a Yuan 100,000/mt a ranar 20 ga Agusta bisa tsarin biyan kuɗi ta hanyar waya.
Mahalarta kasuwar sun yi tsammanin hauhawar farashin da aka samu kwanan nan zai ci gaba da hauhawa zuwa farashin kayayyakin da ke sama kamar spodumene.
Kusan dukkan spodumene ana sayar da su a cikin kwangilolin wa'adi, amma akwai tsammanin samun rangwame nan gaba kadan daga daya daga cikin masu samar da su, in ji wani dan kasuwa. Ganin cewa ribar sarrafawa har yanzu tana da kyau a farashin da aka yi a baya na $1,250/mt FOB Port Hedland idan aka kwatanta da farashin lithium carbonate a wancan lokacin, har yanzu akwai damar farashin rangwame ya tashi, in ji majiyar.