Kutheni amaxabiso eLithium enyuke kakhulu?

Umgodi weLithium kwiPhondo laseSichuan

Isithuthi esitsha samandla (i-NEV) kunye namacandelo okugcina amandla aqhuma ngokwemfuno yemarike ukususela kwi-Q4 2020, okukhokelela ekukhuleni okubonakalayo kwemfuno yezinto eziluhlaza kwi-lithium battery chain industry. I-Lithium carbonate, njengenye yezinto eziphambili ze-lithium ion ibhetri, ikwachatshazelwa kakhulu yimfuno ekhulayo kwezi marike zivelayo. Imfuno yaseChina ye-lithium carbonate ifikelele kwi-350,000 mt kwi-2021, i-60% yoYY, ngokutsho kophando lwe-SMM.

Kwelinye icala, ukukhula kwemveliso yetyuwa ye-lithium kuthintelwe ngumjikelo omde wemveliso yokuphela kwemigodi. Kwimeko yokukhula okuzinzile kunye nemfuno ekhulayo, amaxabiso e-lithium carbonate kunye ne-lithium hydroxide ahamba phezulu. Ukusukela ngoFebruwari 2022, ixabiso eliphakathi lebhetri-grade kunye ne-industrial-grade lithium carbonate linyuke ukusuka kwi-62,000 yuan/mt kunye ne-59,000 yuan/mt ngokulandelelanayo ekuqaleni kuka-2021 ukuya kwi-403,000 yuan/mt kunye ne-389,000 yuan/mt yokurekhoda, yama-544% nama-552% ngokulandelelanayo ngeli xesha.

Kwi-lithium carbonate, njengeyona nto ifunekayo yezixhobo ezine zecathode esebenzayo (CAMs), ukunyuka kwamaxabiso e-lithium carbonate kuye kwanyusa iindleko zeeCAM ngokunjalo, emva koko kunyuswa amaxabiso eemveliso ezigqityiweyo.

ixabiso le-lithium liye lanyuka ngokungahambi kakuhle kwemfuno kunye nokubonelela. Kwaye umlinganiselo wetyuwa ye-lithium kwiindleko zizonke ze-CAM ukususela ngoFebruwari ukhule ngokubonakalayo ukususela ekuqaleni kwe-2021, kwaye waze wabhala inzuzo ephantse ibe yi-10% ukusuka ngoDisemba 2021. Ngaloo ndlela, ukusetyenziswa kwemali eyinkunzi bekusezantsi kakhulu, nto leyo eyenza kube nzima ngakumbi kwiinkampani ezithile eziphakathi kunye nezincinci ukuba ziphile.

Amaxabiso etyuwa eLithium anyuke afikelela kuma-450,000 yuan/mt ukusuka phakathi kuFebruwari ka-2022, kwaye ahlala enyuka malunga ne-10,000 ye-yuan ngosuku. Kwicala lokubonelela, ezinye iinkampani ze-lithium carbonate ziphinde zaqala ukuvelisa kwiholide yoNyaka oMtsha waseTshayina, kwaye unikezelo lunokuthi luthathe kancinci. Imfuno, kwelinye icala, iqikelelwa ukuba yehle nge-6% ngoFebruwari. Nangona kunjalo, imfuno evela kwii-CAM ezine ezinkulu isekho kwinqanaba eliphezulu, ngoko ke amaxabiso e-lithium carbonate kulindeleke ukuba anyuke ngakumbi.