AMANDLA KAGESI | IZINSIMBI 24 Nov 2021 | 20:42 UTC
Umbhali uJacqueline Holman
Umhleli uValarie Jackson
Amandla kagesi empahla, izinsimbi
AMAZWI AQONDILE
Ukusekelwa kwentengo kuzohlala kuze kube sekupheleni kuka-2021
Imakethe izobuyela emalini engaphezulu kuka-1,000 m ngo-2022
Ukwanda kokunikezwa kwamandla kuze kube ngu-2024 ukuze kugcinwe inqwaba yemakethe
Amanani ensimbi ye-Cobalt kulindeleke ukuthi ahlale esekelwa kuze kube sekupheleni kuka-2021 njengoba izingcindezi zokuhamba ziqhubeka, kodwa kulindeleke ukuthi ehle ngo-8.3% ngo-2022 ekukhuleni kokunikezwa kanye nokunciphisa izithiyo zochungechunge lokunikezwa, ngokusho kombiko we-S&P Global Market Intelligence November Commodity Briefing Service nge-lithium ne-cobalt, eyakhishwa ngasekupheleni kukaNovemba 23.
Umhlaziyi Omkhulu we-MI, Ucwaningo Lwezinsimbi Nezimayini u-Alice Yu uthe embikweni ukuthi ukukhula kokunikezwa kwamandla kagesi eDemocratic Republic of Congo kanye nokulungisa ukubikezelwa kwezithiyo zochungechunge lokunikezwa kwamandla kagesi engxenyeni yokuqala ka-2022 kulindeleke ukuthi kunciphise ukuqina kokunikezwa kwamandla kagesi okwenzeka ngo-2021.
Isamba se-cobalt esiphelele sasibikezelwe ukuthi sizoba ngamamitha ayi-196,000 ngo-2022, sisuka kumamitha ayi-136,000 ngo-2020 kanye namamitha ayi-164,000 alinganiselwa ngo-2021.
Ngasohlangothini lwesidingo, uYu ulinganisele ukuthi isidingo se-cobalt sizoqhubeka nokukhula njengoba ukuthengiswa okuphezulu kwezimoto zikagesi ezixhunywe ku-plug-in kunciphisa umthelela wokusetshenziswa kwe-cobalt kumabhethri.
I-MI ibikezela ukuthi isidingo se-cobalt sizokhuphuka sifike ku-195,000 m ngo-2022, sisuka ku-132,000 m ngo-2020 kanye ne-170,000 m ngo-2021.
Nakuba, njengoba ukunikezwa nakho kukhuphuka, ibhalansi yemakethe ye-cobalt iyonke kwakulindeleke ukuthi ibuyele emalini engaphezulu kuka-1,000 m ngo-2022, ngemuva kokungena emalini elinganiselwa ku-8,000 m ngo-2021 isuka emalini engaphezulu kuka-4,000 m ngo-2020.
“Ukwanda okukhulu kokunikezwa kwempahla kuze kube u-2024 kuzogcina inqwaba yemakethe phakathi naleso sikhathi, okucindezela amanani,” kusho uYu embikweni.
Ngokusho kokuhlolwa kwe-S&P Global Platts, amanani ensimbi ye-cobalt yaseYurophu angu-99.8% akhuphuke ngo-88.7% kusukela ekuqaleni kuka-2021 afinyelela ku-$30/lb IW Europe ngoNovemba 24, okuyizinga eliphakeme kakhulu kusukela ngoDisemba 2018, okubangelwe ukuqina kwezithiyo zokuthutha eziphazamise ukuhamba kokuhweba kanye nokutholakala kwezinto.
“Akukho zimpawu zokuthi ukuthutha kwezentengiselwano kuyancipha, njengoba ukungasebenzi kahle kwezentengiselwano zangaphakathi nezamachweba eNingizimu Afrika kubhebhethekiswa ukushoda kwemikhumbi emhlabeni jikelele, ukubambezeleka kokuthunyelwa kwezimpahla, kanye nezimali eziphezulu. [Inkampani yokuthutha ephethwe nguhulumeni waseNingizimu Afrika] iTransnet iphinde iphakamise ukwenyusa intela yezentengiselwano ngo-23.96% ngonyaka wezimali ka-2022-23, okungathi uma iqaliswa, ikwazi ukubhekana nezindleko eziphezulu zokuthutha,” kusho uYu.
Uthe isidingo se-cobalt sisonke sizuza ekubuyiselweni okubanzi ngo-2021 emkhakheni wezinsimbi kanye nama-PEV, lapho umkhakha wezindiza ubona ukwanda kokulethwa - i-Airbus ne-Boeing kukhuphuke ngo-51.5% unyaka nonyaka - ezinyangeni zokuqala eziyisishiyagalolunye zika-2021, yize lokhu kwase kuphansi ngo-23.8% uma kuqhathaniswa namazinga angaphambi kobhubhane esikhathini esifanayo sika-2019.