NGĀ MEA WHAKAMĀRAMA
Ngā tuku teitei ake kua whakahuatia mō te tukunga o Hepetema. Tērā pea ka piki ake ngā utu i ngā tawhē tukatuka
I piki ake ngā utu o te konukōre lithium ki tōna taumata teitei rawa atu i te 23 o Ākuhata i te mea kei te kaha tonu te tono mō ngā hinu i raro i te mākete.
I aromatawaihia e S&P Global Platts te taumata pākahiko lithium carbonate i te Yuan 115,000/mt i te 23 o Ākuhata, he pikinga ake o te Yuan 5,000/mt mai i te 20 o Ākuhata i runga i te kaupapa tuku, utu-tāke i Haina hei wahi i te teitei o mua o te Yuan 110,000/mt i te wiki o mua.
E ai ki ngā puna o te mākete i puta mai te pikinga o ngā utu i runga i te pikinga ake o te hanga LFP (lithium iron phosphate) Hainamana, e whakamahi ana i te lithium carbonate, kaua ki ētahi atu momo pākahiko lithium-ion.
Ahakoa kua hokona katoatia ngā hua o ngā kaihanga i te marama o Ākuhata, i kitea tonu te hiahia ki te hoko. Ko ngā utanga wā-tūturu mō te tuku i Ākuhata i ahu mai i ngā taonga a ngā kaihokohoko anake.
Ko te raruraru o te hoko mai i te mākete tuarua, he rerekē pea te ōritetanga o ngā whakaritenga mai i ngā taonga o nāianei mō ngā kaihanga matū mua, e ai ki tētahi kaihanga. Kei te noho tonu ētahi kaihoko nā te mea he pai ake te utu whakahaere tāpiri i te hoko i ngā taumata utu teitei ake mō ngā utanga tuku i te marama o Hepetema, e ai ki te kaihanga.
I rangona ko ngā tono mō te lithium carbonate kounga-pūhiko me te tukunga i te marama o Hepetema he Yuan 120,000/mt mai i ngā kaihanga nui me te tata ki te Yuan 110,000/mt mō ngā waitohu iti ake, kāore rānei i te rongonui.
I piki haere tonu ngā utu mō te konupūmā lithium kounga hangarau, ā, e whakamahia ana e ngā kaihoko hei hanga konupūmā lithium, e ai ki ngā puna mākete.
I rangona te pikinga o ngā tuku ki te Yuan 105,000/mt i te 23 o Ākuhata, ki te whakarite ki te tauhokohoko i mahia i te Yuan 100,000/mt i te 20 o Ākuhata i runga i te kaupapa utu whakawhiti waea.
I matapaetia e ngā kaiuru o te mākete ka pā te pikinga o ngā utu o muri mai ki ngā utu mō ngā hua o runga ake nei pērā i te spodumene.
E ai ki tētahi kaihokohoko, tata katoa ngā rahinga spodumene ka hokona ki roto i ngā kirimana wā-poto, engari kei te tumanakohia he tuku tono ā-wāhi a tētahi o ngā kaihanga i roto i ngā rā tata nei. I te mea he ātaahua tonu ngā tawhē tukatuka i te utu tuku o mua o te $1,250/mita FOB Port Hedland ki ngā utu lithium carbonate i taua wā, kei te wātea tonu ngā utu ā-wāhi ki te piki ake, e ai ki te puna.