Xyoo 2023, kev tsim cov khoom siv cobalt thoob ntiaj teb yuav ncav cuag 225, 000 tonnes, nce 13.6% xyoo-rau-xyoo. Ntawm lawv, cobalt ntau lawm hauv DRC yuav nce 20, 000 tonnes, thiab cobalt ntau lawm hauv Indonesia yuav nce 12,{10}} tonnes. Thaum Lub Xya Hli xyoo no, Luoyang Molybdenum Tuam Txhab tau pom zoo nrog National Mining Corporation ntawm DRC (DRC) txog qhov teeb meem ntawm TFM kev ncaj ncees kub, thiab kev xa tawm ntawm TFM qhov project raug txwv rov pib dua. Thaum Lub Kaum Hli, qhov sib xyaw ore ntau lawm kab ntawm East Zone ntawm TFM qhov project tau ua tiav qhov kev xeem khiav nrog cov khoom siv, thiab xav tias tag nrho cov ntawm lawv yuav ua tiav thiab ncav cuag ntau lawm hauv lub xyoo, thiab xav tias nws yuav nce ntxiv. qhov nruab nrab txhua xyoo tsim tooj liab los ntawm kwv yees li 200,{12}} tonnes thiab qhov nruab nrab txhua xyoo ntawm cobalt yog kwv yees li 17,{14}} tonnes. Lub caij no, KFM tooj liab thiab cobalt mine tau ua tiav tag nrho thiab xav tias yuav tsim tau 24,{16}}~30,{18}} tonnes ntawm cobalt hauv 2023.
Hais txog kev xa khoom tuaj, raws li Antaike kev txheeb cais, txij lub Ib Hlis mus txog Lub Cuaj Hli, Tuam Tshoj cov khoom siv cobalt raw khoom tau xa tawm 96,800 hlau tonnes, ib xyoos ib zaug nce ntawm 5.7%. Ntawm lawv, cobalt ntub intermediate imports 75,900 tonnes, nqis 2.8% xyoo-rau-xyoo; nickel ntub dej nruab nrab uas muaj cobalt 14,600 tonnes, nce 51% xyoo-rau-xyoo; cobalt concentrate ntshuam ntawm 1,226 tonnes, ib xyoo-rau-xyoo poob ntawm 20.2%; tooj liab-cobalt alloy imports ntawm 0.5 lab tonnes, nce 175% xyoo-rau-xyoo.
Saib rau pem hauv ntej mus rau kev ua lag luam, lub zog tshiab tsheb kawg kev siv qeeb qeeb, ib feem ntawm lub tsheb ternary roj teeb yuav nyob twj ywm qis. Ntawm qhov tod tes, kev muag khoom kub ntawm lub zog tshiab tsheb, xav tias yuav ua rau kev loj hlob ntawm kev ua haujlwm siab ternary roj teeb noj; Ntawm qhov tod tes, ib feem ntawm lub tsheb nrog lithium hlau phosphate roj teeb, xav tias yuav thauj khoom hauv thawj peb lub hlis twg ntawm 2024, daim ntawv thov roj teeb ternary yuav tsim qhov tsis zoo. Cobalt cov peev txheej sab ntawm cov khoom siv dav dav, qhov xwm txheej sab nraud yog qhov nyuaj rau thim rov qab rau lub sijhawm luv. Zuag qhia tag nrho, cov nqi cobalt yuav tsum txuas ntxiv mus oscillate hauv qab.
