KORONTO | BIRTA 24 Noofambar 2021 | 20:42 UTC
Qoraa Jacqueline Holman
Tifaftire Valarie Jackson
Korontada Badeecada, Biraha
HOOS U DHACAYA
Taageerada qiimaha ayaa sii jiri doonta inta ka dhiman 2021
Suuqa ayaa dib ugu soo laaban doona heerka ka sarreeya 1,000 mt sanadka 2022
Kor u kaca sahayda oo xooggan ilaa 2024 si loo sii wado kororka suuqa
Qiimaha birta Cobalt ayaa la filayaa inuu sii ahaado mid la taageerayo inta ka dhiman 2021 maadaama cadaadiska saadka uu sii socdo, laakiin waxaa la filayaa inuu hoos u dhaco 8.3% sanadka 2022 marka la eego kobaca saadka iyo yareynta caqabadaha silsiladda saadka, sida laga soo xigtay warbixinta Adeegga Warbixinta Badeecadaha ee S&P Global Market Intelligence November ee ku saabsan lithium iyo cobalt, kaas oo la sii daayay dabayaaqadii Noofambar 23.
Falanqeeye Sare oo ka tirsan MI, oo ka tirsan cilmi-baarista biraha iyo macdanta Alice Yu ayaa warbixinta ku sheegtay in kobaca saadka ee Jamhuuriyadda Dimuqraadiga ah ee Congo iyo caadiyaynta caqabadaha silsiladda saadka ee la saadaalinayo qaybta hore ee 2022 la filayo inay yareeyaan ciriiriga saadka ee la soo maray 2021.
Wadarta saadka kobalt-ka ayaa la saadaaliyay inay wadar ahaan gaari doonto 196,000 mt sanadka 2022, taasoo ka badan 136,000 mt sanadka 2020 iyo qiyaastii 164,000 mt sanadka 2021.
Dhanka baahida, Yu wuxuu ku qiyaasay in baahida kobalt ay sii wadi doonto inay sii kordho maadaama iibka baabuurta korontada ku shaqeeya ee badan uu ka yareynayo saameynta ka faa'iidaysiga kobalt ee baytariyada.
MI waxay saadaalisay in baahida guud ee kobalt ay kor u kici doonto 195,000 mt sanadka 2022, taasoo ka badan 132,000 mt sanadka 2020 iyo qiyaastii 170,000 mt sanadka 2021.
In kasta oo, iyadoo sahaydu ay sidoo kale kor u kacayso, haddana dheelitirka guud ee suuqa kobalt ayaa la filayay inuu ku soo laabto koror dhan 1,000 mt sanadka 2022, ka dib markii uu u gudbay hoos u dhac lagu qiyaasay 8,000 mt sanadkii 2021 laga bilaabo koror dhan 4,000 mt sanadkii 2020.
"Kor u kaca sahayda oo xooggan ilaa 2024 ayaa sii wadi doona kororka suuqa inta lagu jiro muddadaas, taasoo cadaadis ku saareysa qiimaha," ayuu Yu ku yiri warbixinta.
Sida laga soo xigtay qiimeynta S&P Global Platts, qiimaha birta kobalt ee Yurub 99.8% ayaa kor u kacay 88.7% tan iyo bilowgii 2021 ilaa $30/lb IW Yurub Noofambar 24, heerka ugu sarreeya tan iyo Diseembar 2018, taasoo ay sabab u tahay ciriiriga saadka oo caqabad ku noqday socodka ganacsiga iyo helitaanka agabka.
"Ma jiraan wax calaamado ah oo muujinaya in saadka ganacsiga uu yaraaday, iyadoo wax-qabad la'aanta gudaha iyo dekedaha ee Koonfur Afrika ay sii xumeysay yaraanta maraakiibta caalamiga ah, dib u dhaca maraakiibta, iyo khidmadaha sare. [Shirkadda saadka ee ay leedahay dowladda Koonfur Afrika] Transnet waxay sidoo kale soo jeedinaysaa in la kordhiyo canshuurta dekedda 23.96% sannad-maaliyadeedka 2022-23 kaas oo, haddii la hirgeliyo, ay sii wadi karto kharashyada gaadiidka oo sarreeya," ayuu yiri Yu.
Waxay sheegtay in baahida guud ee kobalt ay ka faa'iideysanayso soo kabasho ballaaran oo ku salaysan 2021 qaybta birta iyo PEV-yada, iyadoo qaybta hawada sare ay aragtay koror ku yimid gaarsiinta - Airbus iyo Boeing oo kor u kacay 51.5% sannadkii - sagaalkii bilood ee ugu horreeyay 2021, inkastoo kuwani ay weli hoos u dhaceen 23.8% marka la barbar dhigo heerarka ka hor masiibada isla muddadaas 2019.