Ike Ọkụ Latrik | Ígwè 24 Nọvemba 2021 | 20:42 UTC
Onye dere akwụkwọ a bụ Jacqueline Holman
Onye nchịkọta akụkọ Valarie Jackson
Ike Eletriki Ngwaahịa, Ọla
Isi ihe dị mkpa
Nkwado ọnụahịa ga-anọgide ruo mgbe afọ 2021 fọdụrụ
Ahịa ga-alaghachi na oke mmiri ruru 1,000 mt na 2022
Mmụba ngwa ahịa siri ike ruo 2024 iji kwado mmụba ahịa
A na-atụ anya na ọnụahịa ọla kọbalt ga-anọgide na-akwado ya ruo mgbe ọ ga-erule afọ 2021 ka nrụgide nhazi na-aga n'ihu, mana a na-atụ anya na ọ ga-adaba na 8.3% na 2022 na uto ọkọnọ na ibelata nsogbu nke usoro ọkọnọ, dịka akụkọ S&P Global Market Intelligence November Commodity Briefing Service si kwuo gbasara lithium na cobalt, nke ewepụtara na ngwụcha Nọvemba 23.
Onye nyocha nke MI, Metals & Mining Research, Alice Yu kwuru na akụkọ ahụ na mmụba nke ọkọnọ na Democratic Republic of Congo na ime ka nsogbu nke usoro ọkọnọ dị mma maka ọkara mbụ nke 2022 dị mfe karịa ka a tụrụ anya na ọ ga-ebelata oke ọkọnọ ahụ nwetara na 2021.
A tụrụ anya na mkpokọta mmanụ kobalt ga-eru nde 196,000 na 2022, site na nde 136,000 na 2020 na ihe dị ka nde 164,000 na 2021.
N'akụkụ ihe achọrọ, Yu mere atụmatụ na ọchịchọ cobalt ga-aga n'ihu na-eto ka ọnụ ahịa ụgbọala eletriki dị elu na-ebelata mmetụta nke ịzụ ahịa cobalt na batrị.
MI na-ebu amụma na mkpokọta mkpa kobalt ga-arị elu ruo 195,000 mt na 2022, site na 132,000 mt na 2020 na atụmatụ 170,000 mt na 2021.
Ọ bụ ezie na, ka ọkọnọ na-arị elu, a tụrụ anya na nguzozi ahịa kobalt ga-alaghachi na mfu nke 1,000 mt na 2022, mgbe ọ banyere na atụmatụ na mfu nke 8,000 mt na 2021 site na mfu nke 4,000 mt na 2020.
"Mmụba ngwa ahịa siri ike ruo 2024 ga-eme ka ahịa na-aga n'ihu n'oge a, na-akpali ọnụ ahịa," Yu kwuru n'akụkọ ahụ.
Dịka nyocha S&P Global Platts si kwuo, ọnụ ahịa ọla kọbal 99.8% nke Yuropu amụbaala 88.7% kemgbe mmalite nke 2021 ruo $30/lb IW Europe na Nọvemba 24, ọkwa kachasị elu kemgbe Disemba 2018, nke kpatara site na nsogbu nhazi siri ike nke gbochiri usoro azụmaahịa na nnweta ihe.
"Ọ dịghị ihe na-egosi na azụmaahịa na-ebelata, ebe enweghị ike ịrụ ọrụ nke ọma n'ime obodo na n'ọdụ ụgbọ mmiri na South Africa ka njọ site na ụkọ ụgbọ mmiri zuru ụwa ọnụ, igbu oge mbupu, na ụgwọ dị elu. [Ụlọ ọrụ nhazi nke gọọmentị South Africa nwere] Transnet na-atụkwa aro ka a mụbaa ụgwọ ọrụ ọdụ ụgbọ mmiri site na 23.96% n'afọ ego 2022-23 nke, ọ bụrụ na etinyere ya n'ọrụ, nwere ike ịnọgide na-enwe nnukwu ọnụ ahịa njem," ka Yu kwuru.
O kwuru na mkpokọta ọchịchọ cobalt na-erite uru site na mgbake sara mbara na 2021 na ngalaba ígwè na PEVs, ebe ngalaba ụgbọelu na-ahụ mmụba nke nnyefe - Airbus na Boeing amụbaala 51.5% kwa afọ - n'ime ọnwa itoolu mbụ nke 2021, ọ bụ ezie na ha ka dị ala 23.8% ma e jiri ya tụnyere ọkwa tupu ọrịa ahụ n'otu oge nke 2019.