AMANDLA KAgesi |AMA-METALS 24 Nov 2021 |20:42 UTC
Umbhali uJacqueline Holman
Umhleli uValarie Jackson
Amandla kagesi Wezimpahla, Izinsimbi
AMAPHUZU
Ukwesekwa kwentengo kuzohlala isikhathi esisele sika-2021
Imakethe izobuyela emalini eyi-1,000 mt ngo-2022
Ukwenyuka okuqinile kokuhlinzeka ngo-2024 ukuze kusimame insalela yemakethe
Izintengo zensimbi ye-Cobalt kulindeleke ukuthi zihlale zisekelwa isikhathi esisele sika-2021 njengoba ingcindezi yezinto iqhubeka, kodwa kulindeleke ukuthi yehle ngo-8.3% ngo-2022 ekukhuleni kokuhlinzekwa kanye nokunciphisa izingqinamba zokuhlinzekwa kwempahla, ngokusho kombiko we-S&P Global Market Intelligence November Commodity Briefing Service nge-lithium. kanye ne-cobalt, eyakhishwa ngasekupheleni kukaNovemba 23.
U-MI Senior Analyst, Metals & Mining Research u-Alice Yu uthe embikweni ukukhula kokuhlinzekwa kwezidingo eDemocratic Republic of Congo kanye nesibikezelo esijwayelekile sokushoda kokuthengwa kwempahla engxenyeni yokuqala ka-2022 kulindeleke ukuthi kudambise ukuqina kokuthengwa kwempahla ngo-2021.
Ukunikezwa okuphelele kwe-cobalt kwabikezelwa ukuthi kuzofika ku-196,000 mt ngo-2022, kusuka ku-136,000 mt ngo-2020 kanye nesilinganiso esilinganiselwa ku-164,000 mt ngo-2021.
Ngasohlangothini lwesidingo, u-Yu ulinganisele ukuthi isidingo se-cobalt sizoqhubeka nokukhula njengoba ukuthengiswa kwezimoto zikagesi eziphezulu kunciphisa umthelela wokwenyuka kwe-cobalt kumabhethri.
I-MI isibikezelo sengqikithi yesidingo se-cobalt sizokhuphuka sifinyelele ku-195,000 mt ngo-2022, sikhuphuke sisuka ku-132,000 mt ngo-2020 kanye nesilinganiso esilinganiselwa ku-170,000 mt ngo-2021.
Yize, njengoba ukunikezwa nakho kukhuphuka, ibhalansi yemakethe ye-cobalt iyonke bekulindeleke ukuthi ibuyele emalini enqwabelene eyi-1,000 mt ngo-2022, ngemuva kokudlulela esileleni esilinganiselwe se-8,000 mt ngo-2021 sisuka emalini eyi-4,000 mt ngo-2020.
"Ukukhuphuka okuqinile kokuhlinzeka ngo-2024 kuzogcina imali eningi emakethe ngalesi sikhathi, kucindezela amanani," kusho u-Yu embikweni.
Ngokusho kokuhlolwa kwe-S&P Global Platts, amanani entengo ye-cobalt yase-Europe angu-99.8% akhuphuke ngo-88.7% kusukela ekuqaleni kuka-2021 kuya ku-$30/lb IW Europe Nov. ukutholakala.
“Azikho izimpawu zokuthi izinto zokuhwebelana ziya ngokuya ziba ngcono, njengoba ukungasebenzi kahle kwezwe kanye namachweba eNingizimu Afrika kubhebhethekiswa ukushoda kwemikhumbi emhlabeni wonke, ukubambezeleka kwemikhumbi, kanye nezindleko eziphakeme.[Inkampani yezokuthutha engaphansi kukahulumeni waseNingizimu Afrika] i-Transnet nayo ihlongoza ukwenyusa amanani entengo echwebeni ngo-23.96% onyakeni wezimali wezi-2022-23 okuzothi uma kuqalwa kusebenze, kugcine izindleko zokuthutha eziphezulu,” kusho u-Yu.
Uthe isidingo se-cobalt sesisonke sasizuza ekululameni okusekelwe kabanzi ngo-2021 emkhakheni we-metallurgical kanye nama-PEVs, lapho umkhakha we-aerospace ubona ukulethwa okukhulayo - i-Airbus ne-Boeing ikhuphuka ngo-51.5% unyaka nonyaka - ezinyangeni eziyisishiyagalolunye zokuqala zika-2021, nakuba lezi zazisephansi ngo-23.8% uma kuqhathaniswa namazinga angaphambi kobhubhane ngesikhathi esifanayo sika-2019.