IIMBALASANE
Izibonelelo eziphezulu ezikhankanyiweyo ngoSeptemba. Iindleko zokucubungula zinokubangela amaxabiso anyuke
Amaxabiso e-lithium carbonate anyuke afikelela kwinqanaba eliphezulu kakhulu ngomhla wama-23 ku-Agasti phakathi kwemfuno eqhubekayo enamandla.
I-S&P Global Platts ihlole i-lithium carbonate yenqanaba lebhetri kwiYuan 115,000/mt nge-23 ka-Agasti, yanyuka iYuan 5,000/mt ukusuka nge-20 ka-Agasti ngokwesiseko seTshayina esihanjisiweyo, esihlawulelwayo ukuze iphule iYuan 110,000/mt kwiveki ephelileyo.
Imithombo yezentengiso ithi ukunyuka kwamaxabiso kubangelwe kukunyuka kwemveliso ye-LFP yaseTshayina (i-lithium iron phosphate), esebenzisa i-lithium carbonate ngokungafaniyo nezinye iintlobo zeebhetri ze-lithium-ion.
Umdla wokuthenga okhutheleyo ubonwe nangona inani lempahla evela kubavelisi lithengisiwe laphela ngo-Agasti. Imithwalo ethunyelwayo ngo-Agasti yayifumaneka kuphela kwiimpahla zabarhwebi.
Ingxaki ngokuthenga kwimarike yesibini kukuba ukuhambelana kweenkcukacha kunokwahluka kwisitokhwe esikhoyo sabenzi bokuqala, utshilo umvelisi. Kusekho abathengi njengoko iindleko ezongezelelweyo zokusebenza zingcono kunokuthenga ngamaxabiso aphezulu kwimithwalo yokuhanjiswa ngoSeptemba, wongeze watsho umvelisi.
Izibonelelo ze-lithium carbonate ekumgangatho webhetri kunye nokuhanjiswa kukaSeptemba zivakalelwe ukuba zicatshulwe kwiYuan 120,000/mt evela kubavelisi abakhulu kunye neYuan 110,000/mt kwiimveliso ezincinci okanye ezingezizo eziqhelekileyo.
Amaxabiso e-lithium carbonate yodidi lobuchwephesha nawo aqhubekile nokunyuka njengoko abathengi beyisebenzisa ukuvelisa i-lithium hydroxide, itsho imithombo yemarike.
Izicelo zivakaliswe zinyuselwe kwiYuan eyi-105,000/mt nge-23 ka-Agasti, xa kuthelekiswa norhwebo olwenziwe kwiYuan eyi-100,000/mt nge-20 ka-Agasti ngesiseko sentlawulo yokudluliselwa kwemali ngentambo.
Abathathi-nxaxheba kwimarike babelindele ukuba ukunyuka kwamaxabiso kutshanje kutshintshele kumaxabiso eemveliso ezikumgangatho ophezulu ezifana ne-spodumene.
Phantse zonke iivolumu ze-spodumene zithengiswa kwiikhontrakthi zexesha elithile kodwa kukho amathemba okufumana ithenda yexeshana kungekudala komnye wabavelisi, utshilo umrhwebi. Ngenxa yokuba iingeniso zokucubungula zisanomtsalane kwixabiso langaphambili lethenda le-$1,250/mt FOB Port Hedland xa kuthelekiswa namaxabiso e-lithium carbonate ngelo xesha, kusekho indawo yokuba amaxabiso entengo yexeshana anyuke, wongeze watsho umthombo.