NĀ MEA KOʻIKOʻI
Ua hāʻawi ʻia nā hāʻawi kiʻekiʻe no ka lawe ʻana i Kepakemapa. ʻO nā palena hana e hoʻokele paha i nā kumukūʻai uka
Ua piʻi aʻe ke kumukūʻai lithium carbonate i kahi kiʻekiʻe loa ma ʻAukake 23 ma waena o ka hoʻomau ʻana o ke koi ikaika ma hope.
Ua loiloi ʻo S&P Global Platts i ka lithium carbonate papa pākahiko ma Yuan 115,000/mt ma ʻAukake 23, i piʻi aʻe ma Yuan 5,000/mt mai ʻAukake 20 ma ke kumu i hāʻawi ʻia, uku ʻia e Kina e uhaʻi i ke kiʻekiʻe ma mua o Yuan 110,000/mt i ka pule i hala.
Ua ʻōlelo nā kumu mākeke ua piʻi aʻe ke kumukūʻai ma muli o ka piʻi ʻana o ka hana LFP (lithium iron phosphate) Kina, kahi e hoʻohana ana i ka lithium carbonate ma mua o nā ʻano pākahiko lithium-ion ʻē aʻe.
Ua ʻike ʻia ka hoihoi kūʻai ikaika ʻoiai ua kūʻai ʻia aku nā nui o nā mea hana i ʻAukake. ʻO nā ukana wahi no ka lawe ʻana i ʻAukake ua loaʻa wale nō mai nā waihona o nā mea kālepa.
ʻO ka pilikia me ke kūʻai ʻana mai ka mākeke lua, ʻo ia ka like ʻana o nā kikoʻī hiki ke ʻokoʻa mai nā waihona e kū nei no nā mea hana precursor, wahi a kahi mea hana. Aia nō kekahi mau mea kūʻai aku no ka mea ʻoi aku ka maikaʻi o ke kumukūʻai hana hou ma mua o ke kūʻai ʻana ma nā pae kumukūʻai kiʻekiʻe no nā ukana lawe ʻia i Kepakemapa, wahi a ka mea hana.
Ua lohe ʻia ua hāʻawi ʻia nā hāʻawi no ka lithium carbonate papa pila me ka hoʻouna ʻana i Kepakemapa ma Yuan 120,000/mt mai nā mea hana nui a ma kahi o Yuan 110,000/mt no nā lama liʻiliʻi a i ʻole nā mana koʻikoʻi ʻole.
Ua hoʻomau ke piʻi ʻana o nā kumukūʻai no ka lithium carbonate papa loea me nā mea kūʻai e hoʻohana ana iā ia e hana i ka lithium hydroxide, wahi a nā kumu mākeke.
Ua lohe ʻia nā hāʻawi i hoʻokiʻekiʻe ʻia i Yuan 105,000/mt ma ʻAukake 23, ke hoʻohālikelike ʻia me ke kālepa i hana ʻia ma Yuan 100,000/mt ma ʻAukake 20 ma ke ʻano uku hoʻoili uea.
Ua manaʻo nā mea komo mākeke e halihali ka piʻi ʻana o nā kumukūʻai ma hope o ke kumukūʻai i nā kumukūʻai no nā huahana ma luna e like me spodumene.
Ua kūʻai ʻia aku ka hapa nui o nā nui spodumene i loko o nā ʻaelike manawa akā aia nā manaʻolana o kahi tender spot i ka wā e hiki mai ana mai kekahi o nā mea hana, wahi a kekahi mea kālepa. No ka mea he hoihoi mau nā margins hana ma ke kumukūʻai tender mua o $1,250/mt FOB Port Hedland e kūʻē i nā kumukūʻai lithium carbonate i kēlā manawa, aia nō kahi lumi no nā kumukūʻai spot e piʻi aʻe, wahi a ke kumu.