MATLA A MOTLATSI |METALS 24 Nov 2021 |20:42 UTC
Mongoli Jacqueline Holman
Mohlophisi Valarie Jackson
Matla a Motlakase a Lihlahisoa, Litšepe
TŠOANELO
Ts'ehetso ea litheko e tla sala nako e setseng ea 2021
Mmaraka o tla khutlela ho surplus ea 1,000 mt ka 2022
Katoloso e matla ea phepelo ho fihlela 2024 ho boloka phaello ea 'maraka
Litheko tsa tšepe tsa Cobalt li lebelletsoe ho lula li ts'ehelitsoe nakong e setseng ea 2021 ha likhatello tsa thepa li ntse li tsoela pele, empa ka nako eo li lebelletsoe ho theoha ka 8.3% ka 2022 mabapi le kholo ea phepelo le ho fokotsa mathata a phepelo ea phepelo, ho latela tlaleho ea S&P Global Market Intelligence November Commodity Briefing Service mabapi le lithium. le cobalt, e ileng ea lokolloa bofelong ba la 23 Nov.
Mohlahlobi e Moholo oa MI, Metals & Mining Research Alice Yu o boletse tlalehong hore kholo ea phepelo naheng ea Democratic Republic of Congo le ponelopele e tloaelehileng ea botlolo ea phepelo bakeng sa halofo ea pele ea 2022 e lebelletsoe ho fokotsa tsitsipano ea phepelo ka 2021.
Kakaretso ea phepelo ea cobalt e ne e lebelletsoe ho fihla ho 196,000 mt ka 2022, ho tloha ho 136,000 mt ka 2020 le ho hakanngoa hore 164,000 mt ka 2021.
Ka lehlakoreng la tlhokeho, Yu o hakantse hore tlhoko ea cobalt e tla tsoela pele ho hola ha thekiso e phahameng ea likoloi tsa motlakase e fokotsa tšusumetso ea cobalt ka libeteri.
MI e bolela esale pele hore tlhoko ea cobalt e tla nyolohela ho 195,000 mt ka 2022, ho tloha ho 132,000 mt ka 2020 le ho hakanngoa hore 170,000 mt ka 2021.
Leha ho le joalo, ha phepelo e ntse e nyoloha, 'maraka oa cobalt ka kakaretso o ne o lebelletsoe ho khutlela ho phaello ea 1,000 mt ka 2022, kamora ho kenella khaellong e hakanyetsoang ea 8,000 mt ka 2021 ho tsoa ho phaello ea 4,000 mt ka 2020.
"Keketseho e matla ea phepelo ho fihlela 2024 e tla boloka phaello ea mmaraka nakong eo, e hatella litheko," Yu o boletse tlalehong.
Ho latela litlhahlobo tsa S&P Global Platts, litheko tsa tšepe tsa cobalt tsa Europe tsa 99.8% li nyolohile ka 88.7% ho tloha qalong ea 2021 ho isa ho $ 30 / lb IW Europe Nov. 24, boemo bo phahameng ka ho fetisisa ho tloha ka December 2018, bo bakoang ke ho tiisa libotlolo tsa thepa tse sitisang phallo ea khoebo le thepa. ho fumaneha.
"Ha ho na matšoao a hore thepa ea khoebo e ea fokotseha, 'me ho se sebetse hantle ka hare ho naha le boema-kepe Afrika Boroa ho mpefalitsoe ke khaello ea likepe lefatšeng ka bophara, tieho ea likepe, le litefiso tse holimo.[Khamphani ya thepa ya mmuso ya Afrika Borwa] Transnet e boetse e sisinya ho eketsa ditefiso tsa boemakepe ka 23.96% selemong sa ditjhelete sa 2022-23 seo, ha se ka kenngwa tshebetsong, se ka tshehetsang ditjeho tse phahameng tsa dipalangwang,” ho boletse Yu.
O boletse hore tlhoko ea cobalt ka kakaretso e rua molemo molemong oa ho hlaphoheloa ka botlalo ka 2021 lekaleng la metallurgical le ho li-PEVs, ha lefapha la sefofane le bone phano e ntseng e eketseha - Airbus le Boeing li nyoloha ka 51.5% selemo le selemo - likhoeling tse robong tsa pele tsa 2021. leha tsena li ne li ntse li le tlase ka 23.8% ha li bapisoa le maemo a pele ho lefu la seoa ka nako e ts'oanang ea 2019.