AMANDLA OMbane | IINTSIMBI 24 kweyeNkanga 2021 | 20:42 UTC
Umbhali uJacqueline Holman
Umhleli uValarie Jackson
Amandla oMbane eMveliso, iiMetali
IIMBALASANE
Inkxaso yamaxabiso iza kuhlala isekho kwisithuba esiseleyo sowama-2021
Imarike iza kubuyela kwi-1,000 m engaphezulu ngo-2022
Ukwanda kobonelelo oluqinileyo ukuya kuthi ga kwi-2024 ukuze kugcinwe intsalela yemarike
Amaxabiso esinyithi eCobalt kulindeleke ukuba ahlale exhaswa kwisithuba esiseleyo sowama-2021 njengoko uxinzelelo lwezinto ezisetyenziswayo luqhubeka, kodwa kulindeleke ukuba ehle nge-8.3% ngo-2022 ekukhuleni kobonelelo kunye nokunciphisa imiqobo yekhonkco lobonelelo, ngokutsho kwengxelo ye-S&P Global Market Intelligence November Commodity Briefing Service malunga ne-lithium kunye ne-cobalt, eyakhutshwa ngasekupheleni kukaNovemba 23.
U-Alice Yu, uMhlalutyi oyiNtloko we-MI, uPhando lweeMetals kunye neMigodi, uthe kwingxelo yakhe ukuba ukukhula kobonelelo kwiDemocratic Republic of Congo kunye nokulungelelanisa uqikelelo lwemida yobonelelo kwisiqingatha sokuqala sowama-2022 kulindeleke ukuba kunciphise ukuxinana kobonelelo okwenzeka ngo-2021.
Ubuninzi be-cobalt obufumanekayo buqikelelwe ukuba buza kuba yi-196,000 mt ngo-2022, ukusuka kwi-136,000 mt ngo-2020 kunye ne-164,000 mt ngo-2021.
Kwicala lemfuno, uYu uqikelele ukuba imfuno ye-cobalt iya kuqhubeka ikhula njengoko ukuthengiswa okuphezulu kwezithuthi zombane ezifakelweyo kunciphisa impembelelo yokusetyenziswa kwe-cobalt kwiibhetri.
I-MI iqikelela ukuba imfuno iyonke ye-cobalt iza kunyuka iye kwi-195,000 mt ngo-2022, ukusuka kwi-132,000 mt ngo-2020 kunye ne-170,000 mt ngo-2021.
Nangona, njengoko umbane unyuka, ibhalansi yemarike ye-cobalt iyonke yayilindeleke ukuba ibuyele kwintsalela ye-1,000 m ngo-2022, emva kokuba ifikelele kwintsalela eqikelelweyo ye-8,000 m ngo-2021 ukusuka kwintsalela ye-4,000 m ngo-2020.
“Ukunyuka okunamandla kobonelelo ukuya kuthi ga ku-2024 kuya kugcina intsalela yemarike ngeli xesha, nto leyo ebeka uxinzelelo kumaxabiso,” utshilo uYu kwingxelo.
Ngokwe-S&P Global Platts tests, amaxabiso e-cobalt metal aseYurophu angama-99.8% anyuke ngama-88.7% ukusukela ekuqaleni kuka-2021 ukuya kwi-$30/lb IW Europe ngoNovemba 24, elona nqanaba liphezulu ukusukela ngoDisemba 2018, elibangelwe kukuqina kwemiqobo yothutho eyathintela ukuhamba korhwebo kunye nokufumaneka kwezinto.
“Akukho zimpawu zokuba uthutho lwezorhwebo luyaphela, njengoko ukungasebenzi kakuhle kwezithuthi zasekhaya nezasezibukweni eMzantsi Afrika kubangelwa kukunqongophala kweenqanawa kwihlabathi liphela, ukulibaziseka kokuthunyelwa kweenqanawa, kunye neentlawulo eziphezulu. [Inkampani yothutho ephethwe ngurhulumente waseMzantsi Afrika] iTransnet ikwacebisa ukuba konyuswe irhafu yezithuthi ngama-23.96% kunyaka-mali ka-2022-23, nto leyo, ukuba iphunyeziwe, inokugcina iindleko eziphezulu zothutho,” utshilo uYu.
Uthe imfuno ye-cobalt iyonke ixhamla ekubuyiselweni okubanzi ngo-2021 kwicandelo lesinyithi nakwi-PEVs, apho icandelo leenqwelo-moya libone ukwanda kokuhanjiswa kweenqwelo-moya — i-Airbus kunye ne-Boeing zinyuke ngama-51.5% ngonyaka — kwiinyanga ezilithoba zokuqala zika-2021, nangona ezi zinto zisephantsi ngama-23.8% xa kuthelekiswa namanqanaba angaphambi kobhubhane kwixesha elifanayo lika-2019.