AMAZWI AQONDILE
Izipesheli eziphezulu zicashunwe ngokulethwa kukaSepthemba. Ukucubungula amamajini kungenzeka kukhuphule amanani
Amanani e-lithium carbonate akhuphukele phezulu kakhulu ngo-Agasti 23 phakathi kwesidingo esinamandla esiqhubekayo.
I-S&P Global Platts ihlole izinga lebhethri le-lithium carbonate ku-Yuan 115,000/mt ngomhlaka-23 Agasti, yakhuphuka ngo-Yuan ngo-5,000/mt kusukela ngomhlaka-20 Agasti ngesisekelo esilethiwe, esikhokhelwa intela eShayina ukuze yeqe izinga eliphezulu langaphambilini le-Yuan 110,000/mt ngesonto eledlule.
Imithombo yemakethe ithi ukwanda kwamanani kwenzeke ngenxa yokwanda kokukhiqizwa kwe-Chinese LFP (lithium iron phosphate), esebenzisa i-lithium carbonate ngokungafani nezinye izinhlobo zamabhethri e-lithium-ion.
Intshisekelo yokuthenga ekhuthele yabonakala ngisho nalapho inani labakhiqizi lithengiswa lonke ngo-Agasti. Imithwalo ethunyelwayo ngo-Agasti yayitholakala kuphela ezinqolobaneni zabadayisi.
Inkinga ngokuthenga emakethe yesibili ukuthi ukuhambisana kwemininingwane kungahluka kumasheya akhona abakhiqizi bangaphambilini, kusho umkhiqizi. Kusekhona abathengi abathile njengoba izindleko zokusebenza ezengeziwe zingcono kunokuthenga ngamazinga aphezulu entengo yemithwalo ethunyelwa ngoSepthemba, kusho umkhiqizi.
Iminikelo ye-lithium carbonate esezingeni lebhethri kanye nokulethwa kukaSepthemba kwezwakala sengathi icashunwe ku-Yuan 120,000/mt evela kubakhiqizi abakhulu kanye ne-Yuan 110,000/mt yemikhiqizo emincane noma engeyona ejwayelekile.
Intengo ye-lithium carbonate yezinga lobuchwepheshe nayo iqhubekile nokukhuphuka njengoba abathengi beyisebenzisa ukukhiqiza i-lithium hydroxide, kusho imithombo yemakethe.
Kuzwakale ukuthi izipesheli zikhushulelwe ku-Yuan 105,000/mt ngo-Agasti 23, uma kuqhathaniswa nokuhweba okwenziwe ku-Yuan 100,000/mt ngo-Agasti 20 ngesisekelo sokukhokha ngokudluliselwa kwebhange.
Ababambiqhaza emakethe babelindele ukuthi ukwanda kwamuva kwamanani aphansi kuzodlulela emananini emikhiqizo ephezulu njenge-spodumene.
Cishe wonke amavolumu e-spodumene athengiswa ezinkontilekeni zesikhathi esithile kodwa kukhona okulindelwe ukuthi omunye wabakhiqizi athole ithenda yesikhashana maduze. Njengoba izilinganiso zokucubungula zisakhanga ngentengo yethenda yangaphambilini engu-$1,250/mt FOB Port Hedland uma kuqhathaniswa namanani e-lithium carbonate ngaleso sikhathi, kusenendawo yokuthi amanani entengo yesikhashana akhuphuke, kusho umthombo.