WUTAR LANTARKI | KARFE 24 Nuwamba 2021 | 20:42 UTC
Mawallafi Jacqueline Holman
Edita Valarie Jackson
Kayayyakin Wutar Lantarki, Karfe
BABBAN ABUBUWAN DA KE FARUWA
Tallafin farashi zai ci gaba har zuwa ƙarshen shekarar 2021
Kasuwa za ta dawo da ribar mita 1,000 a shekarar 2022
Ƙara yawan wadatar kayayyaki zuwa 2024 domin ci gaba da samun rarar kasuwa
Ana sa ran farashin ƙarfe na Cobalt zai ci gaba da kasancewa mai dorewa har zuwa ƙarshen shekarar 2021 yayin da matsin lamba na kayan aiki ke ci gaba da ƙaruwa, amma ana sa ran zai faɗi da kashi 8.3% a shekarar 2022 kan ci gaban wadata da rage matsalolin sarkar samar da kayayyaki, a cewar rahoton S&P Global Market Intelligence Nuwamba Commodity Briefing Service kan lithium da cobalt, wanda aka fitar a ƙarshen 23 ga Nuwamba.
Babbar mai sharhi kan harkokin karafa da hakar ma'adinai ta MI, Alice Yu, ta ce a cikin rahoton, ana sa ran karuwar samar da kayayyaki a Jamhuriyar Demokradiyyar Kongo da kuma daidaita matsalolin da ake hasashen za su iya tasowa a rabin farko na shekarar 2022 za su rage matsin lambar da ake fuskanta a shekarar 2021.
An yi hasashen cewa jimillar samar da sinadarin cobalt zai kai jimillar mita 196,000 a shekarar 2022, daga mita 136,000 a shekarar 2020 da kuma kimanin mita 164,000 a shekarar 2021.
A ɓangaren buƙata, Yu ya kiyasta cewa buƙatar cobalt za ta ci gaba da ƙaruwa yayin da yawan tallace-tallace na motocin lantarki masu haɗawa ke rage tasirin rage darajar cobalt a cikin batura.
MI ta yi hasashen cewa jimillar bukatar cobalt za ta karu zuwa mita 195,000 a shekarar 2022, daga mita 132,000 a shekarar 2020 da kuma kimanin mita 170,000 a shekarar 2021.
Duk da cewa, tare da hauhawar wadata, ana sa ran jimlar ma'aunin kasuwar cobalt zai koma ga rarar miliyan 1,000 a shekarar 2022, bayan da aka kiyasta gibin miliyan 8,000 a shekarar 2021 daga rarar miliyan 4,000 a shekarar 2020.
"Ƙarfafa yawan wadatar kayayyaki har zuwa 2024 zai ci gaba da samun rarar kasuwa a wannan lokacin, wanda hakan zai matsa farashin," in ji Yu a cikin rahoton.
A cewar kimantawar S&P Global Platts, farashin ƙarfe na cobalt na Turai da kashi 99.8% ya tashi da kashi 88.7% tun farkon 2021 zuwa dala $30/lb IW Turai a ranar 24 ga Nuwamba, matakin mafi girma tun Disamba 2018, wanda ya haifar da ƙara takura a fannin sufuri wanda ya kawo cikas ga harkokin kasuwanci da wadatar kayayyaki.
"Babu wata alama da ke nuna cewa harkokin sufuri na kasuwanci suna raguwa, inda rashin ingancin jiragen ruwa na cikin gida da na tashar jiragen ruwa a Afirka ta Kudu ya ta'azzara sakamakon karancin jiragen ruwa na duniya, jinkirin jigilar kaya, da kuma karin kudade. [Kamfanin jigilar kayayyaki mallakar gwamnatin Afirka ta Kudu] Transnet shi ma yana ba da shawarar kara harajin tashar jiragen ruwa da kashi 23.96% a shekarar kudi ta 2022-23 wanda, idan aka aiwatar da shi, zai iya ci gaba da tsadar sufuri," in ji Yu.
Ta ce gabaɗaya buƙatar cobalt tana amfana daga farfadowar da aka samu a fannin ƙarfe da kuma PEVs, inda ɓangaren sararin samaniya ya ga ƙaruwar isar da kayayyaki - Airbus da Boeing ya karu da kashi 51.5% a shekara - a cikin watanni tara na farko na 2021, kodayake waɗannan har yanzu sun ragu da kashi 23.8% idan aka kwatanta da matakan kafin barkewar cutar a daidai lokacin na 2019.