AMAPHUZU
Izipesheli eziphakeme ezicashuniwe ukulethwa kukaSepthemba.Ukucubungula amamajini kungase kunyuse amanani omfula
Izintengo ze-lithium carbonate zikhuphuke zafika phezulu kakhulu ngo-Aug. 23 phakathi kwesidingo esinamandla esiqhubekayo esingezansi.
I-S&P Global Platts ihlole ibhethri ye-lithium carbonate ku-Yuan 115,000/mt ngo-Aug 23, yakhuphuka ngo-Yuan 5,000/mt kusukela ngo-Aug. 20 ngesisekelo sase-China esidilivwe, esikhokhelwa umsebenzi ukuze kwephule ukuphakama kwangaphambilini kwe-Yuan 110,000/mt evikini eledlule.
Imithombo yemakethe ithe ukukhuphuka kwamanani entengo kufike ngemuva kokukhuphuka kokukhiqizwa kwe-Chinese LFP (lithium iron phosphate), esebenzisa i-lithium carbonate ngokungafani nezinye izinhlobo zamabhethri e-lithium-ion.
Inzalo yokuthenga esebenzayo ibonakale ngisho namavolumu ka-Agasti avela kubakhiqizi athengiswa aphela.Izimpahla zokulethwa ngo-Agasti zazitholakala kuphela ohlwini lwabahwebi.
Inkinga ngokuthenga emakethe yesibili ukuthi ukuvumelana kokucaciswa kungahluka esitokisini esikhona sabakhi bezandulela, kusho umkhiqizi.Basesekhona abanye abathengi njengoba izindleko ezengeziwe zokusebenza zingcono kunokuthenga ngamanani aphezulu wezimpahla ezidilivayo zikaSepthemba, kusho umdidiyeli.
Okunikezwayo kwe-lithium carbonate yezinga lebhethri ngokulethwa kukaSepthemba kuzwakele ukuthi kucashunwe ku-Yuan 120,000/mt kubakhiqizi abakhulu futhi eduze ne-Yuan 110,000/mt kumabhrendi amancane noma angewona ajwayelekile.
Amanani e-lithium carbonate ebangeni lobuchwepheshe nawo aqhubeka nokukhuphuka nabathengi abayisebenzisayo ukukhiqiza i-lithium hydroxide, kusho imithombo yemakethe.
Okunikezwayo kuzwakale kukhushulelwe ku-Yuan 105,000/mt ngo-Aug. 23, uma kuqhathaniswa nokuhweba okwenziwa e-Yuan 100,000/mt ngo-Aug. 20 ngesisekelo sokukhokha ngokudluliswa kwezintambo.
Ababambiqhaza beMakethe balindele ukunyuka kwezintengo zakamuva kudlulele ezintengo zemikhiqizo ekhuphukayo efana ne-spodumene.
Cishe wonke amavolumu e-spodumene adayiswa ngezinkontileka zesikhathi eside kodwa kulindelwe ukuthi kube nethenda engaba khona maduze evela komunye wabakhiqizi, kusho umhwebi.Uma kubhekwa ukuthi amamajini okucubungula asakhanga ngentengo yangaphambilini yethenda engu-$1,250/mt FOB Port Hedland uma kuqhathaniswa nezintengo ze-lithium carbonate emuva ngaleso sikhathi, sisekhona isikhala sokuthi amanani anyuke, kusho umthombo.