Nrog rau kev loj hlob sai ntawm lub khw muag khoom hluav taws xob hluav taws xob, qhov kev thov rau cov roj teeb uas tsis muaj roj tau raug thawb mus rau qhov kawg. Daim ntawv Goldman Sachs tam sim no tau pov lub lauj kaub dej txias rau ntawm qhov boom no.
Raws li cov ntaub ntawv txawv teb chaws nyob rau lub Peb Hlis 5, Goldman Sachs tam sim no tau tshaj tawm cov ntaub ntawv uas tam sim no xav tias qhov nres ntawm lub roj teeb uas tsis tau noj cov ntaub ntawv poob yog tseem ntxov dhau lawm, thiab ceeb toom tias qhov nyiaj pab tseem ceeb ua rau loj dua thiab kev poob qis hauv kev thov rau cov tsheb fais fab hauv Western. Cov chaw thoob ntiaj teb kuj tuaj yeem ua rau tus nqi nce mus rau lub sijhawm ntev dua.
Nyob rau hauv tsab ntawv ceeb toom, Goldman Sachs cov kws tshuaj ntsuam xyuas nyob rau hauv cov ntsiab lus niaj hnub muab thiab xav tau scenario nyob rau hauv lub roj teeb uncooked tshuaj ua lag luam thiab muab ib tug forecast rau nqi kev loj hlob nyob rau hauv lub xyoo tom ntej. Goldman Sachs hais tias cov nyiaj tau los ntawm lithium thiab npib tsib xee tau kwv yees yuav nyob thoob plaws hauv 2024 vim qhov nthuav dav hauv cov khoom tseem ceeb thiab kev poob qis hauv kev thov rau cov tsheb fais fab hauv Western lub tebchaws. Qhov peev xwm no uas raug nqi rau ob lub roj teeb tseem ceeb uas tsis tau noj yog muaj peev xwm ua rau muaj kev ntxhov siab qis dua ob peb xyoos tom ntej.
Txhawm rau ua piv txwv qhov no ntau dua qhov tseeb, Goldman Sachs cov kws tshuaj ntsuam xyuas ntxiv rau qhov kev poob qis rau cobalt, npib tsib xee thiab lithium carbonate hauv 12 lub hlis tom ntej. Raws li lawv cov kev kwv yees, dhau 12 lub hlis tom ntej, cobalt, npib tsib xee thiab lithium carbonate tau cia siab tias yuav poob los ntawm 2%, 15% thiab 25% raws li. Qhov peev xwm no uas Goldman Sachs cia siab tias yuav siv nyiaj cobalt hloov pauv ntawm $ 26, 000 ib tonne hauv 12 lub hlis, txo qis dua qhov kev kwv yees yav dhau los ntawm $ 28, 000 ib tonne; tus nqi npib tsib xee yuav poob rau $15,000 ib tonne; thiab lithium carbonate kev siv nyiaj yuav stoop mus rau $10,{13}} ib tonne, txo qis dua $11,{15}} ib tonne tau pom yav dhau los.
Qhov kev kwv yees no yog qhov ua haujlwm loj rau tag nrho cov roj teeb lag luam saw. Kev pheej hmoo poob qis hauv cov nuj nqis uas tsis tau ua tiav tuaj yeem txo qis cov nqi tsim khoom ntawm cov roj teeb, yog li tshaj tawm kev txhim kho sai ntawm cov hluav taws xob siv hluav taws xob thiab kev siv sib txawv. Txawm li cas los xij, nws kuj tseem yog vim li cas qee tus neeg muag khoom poob rau hauv kev nyuaj lossis txawm tias thim tawm ntawm kev ua lag luam, zoo ib yam cuam tshuam rau qhov sib npaug ntawm tag nrho cov khoom lag luam.
