Me yasa farashin lithium ya tashi sama?

Ma'adinan Lithium a lardin Sichuan

Sabuwar motar makamashi (NEV) da sassan ajiyar makamashi sun fashe dangane da buƙatun kasuwa tun Q4 2020, wanda ke haifar da haɓakar haɓakar buƙatun albarkatun ƙasa a cikin sarkar masana'antar batirin lithium. Lithium carbonate, a matsayin daya daga cikin mabuɗin albarkatun baturin lithium ion, shi ma buƙatun buƙatun waɗannan kasuwanni masu tasowa ya yi tasiri sosai. Bukatar kasar Sin na lithium carbonate ya kai mt 350,000 a shekarar 2021, sama da kashi 60% na YoY, bisa ga binciken SMM.

A gefe guda, haɓakar fitowar gishiri na lithium yana iyakance ta tsawon lokacin samarwa na ƙarshen ma'adinai na sama. A cikin yanayin ci gaban ci gaba da buƙatun buƙatu, farashin lithium carbonate da lithium hydroxide suna motsawa gabaɗaya. Ya zuwa watan Fabrairun 2022, matsakaicin farashin darajar baturi da masana'antu na lithium carbonate ya karu daga yuan 62,000 da yuan 59,000 a farkon shekarar 2021 zuwa yuan 403,000 da yuan 389,000, wanda ya yi girma sosai. na 544% da 552% bi da bi a wannan lokacin.

Don lithium carbonate, a matsayin albarkatun da ba dole ba don manyan kayan aiki na cathode guda huɗu (CAMs), hauhawar farashin lithium carbonate ya haɓaka farashin CAMs kuma, daga baya ya ɗaga farashin samfuran da aka gama.

Farashin lithium ya yi tashin gwauron zabi tare da rashin daidaiton bukatu da wadata. Kuma adadin gishirin lithium a cikin jimlar farashin CAMs har zuwa wannan Fabrairun ya girma sosai daga farkon 2021, har ma ya sami ribar kusan 10% daga Disamba 2021. Don haka, ingancin amfanin babban birnin ya yi ƙasa kaɗan, wanda ya sa ya fi wahala ga wasu matsakaita da ƙananan kamfanoni su rayu.

Farashin gishirin Lithium ya karu zuwa yuan 450,000/mt a tsakiyar watan Fabrairun 2022, kuma yana ci gaba da tashi da kusan yuan 10,000 a kowace rana. A bangaren samar da kayayyaki, wasu kamfanonin carbonate na lithium sun dawo da samar da kayayyaki tun daga hutun sabuwar shekara ta kasar Sin, kuma mai yuwuwa samar da kayayyaki ya dan samu kadan. Bukatar, a daya bangaren, an kiyasta raguwar kashi 6% a cikin watan Fabrairu. Duk da haka, buƙatar daga manyan CAM guda huɗu har yanzu yana kan matsayi mai girma, don haka ana sa ran farashin lithium carbonate zai kara karuwa.