Kev nce sai sai ntawm cov khoom lag luam ntawm Suav lithium cov neeg tsim khoom tau ua rau muaj kev cia siab tias qhov kev poob qis hauv cov hlau, uas yog siv rau hauv cov roj teeb hluav taws xob, yuav los txog rau qhov kawg.
Tuam Tshoj ob lub tuam txhab loj tshaj plaws lithium, Tianqi Lithium (Tianqi Lithium Corp.) thiab Ganfeng Lithium (Ganfeng Lithium Group Co.), tau kaw 6.5 feem pua thiab 7 feem pua, raws li hnub Wednesday hauv Hong Kong. Qhov nce siab ntawm cov nqi roj qhia tias cov tub ua lag luam yuav npaj rau kev rov qab los ntawm cov nqi roj.
Hnub Wednesday, tus nqi ntawm lithium carbonate yav tom ntej rau lub Ib Hlis tus me nyuam ntawm Guangzhou Futures Exchange yog 92,450 yuan ($ 12,915) ib tonne, nqis los ntawm ntau tshaj 200, 000 yuan ib tonne thaum pauv thawj zaug pib daim ntawv cog lus lithium carbonate hauv Lub Xya Hli.
Zhang Weixin, tus kws tshuaj ntsuam ntawm Tuam Tshoj Futures, hais tias lithium qhov kev poob qis yog "ze rau qhov kawg" thiab tuaj yeem qis dua ntawm 80,000 thiab 90,000 yuan ib tonne.
Txawm hais tias tus nqi lithium yuav tsis poob ntau, qhov kev rov qab ntse zoo li tsis zoo li. Kev nthuav dav loj hauv kev xa khoom thiab kev lag luam qeeb qeeb ntawm kev loj hlob ntawm kev muag tsheb hluav taws xob yog ib qho ntawm cov laj thawj rau kev poob qis, thiab Benchmark Mineral Intelligence cia siab tias lub ntiaj teb kev lag luam yuav rov qab los rau qhov tsis txaus los ntawm 2028.
"Kuv xav tias nws tsim nyog xav tias cov nqi lithium yuav muaj kev hloov pauv sai heev," Rio Tinto Group Tus Thawj Coj Tus Thawj Coj Jakob Stausholm tau hais hauv kev xam phaj nrog Bloomberg TV hnub Wednesday. "Vim li cas, vim tias kev xav mus yuav tsheb hluav taws xob ebbs thiab ntws."
Cov nqi ntawm lithium carbonate, ib feem ntawm cov hlau ua tiav, tau poob ntau dua 80 feem pua rau 98,500 yuan ($ 13,761) ib tonne los ntawm qhov siab tshaj plaws nyob rau lub Kaum Ib Hlis xyoo tas los.
Hais lus ntawm lub rooj sib tham kev lag luam hauv Shanghai rau hnub Wednesday, Tianji Lithium tus thawj coj kev koom ua ke, Amy Liu, tau hais tias kev nce qib hauv kev nqis peev nrhiav kom tau txais txiaj ntsig los ntawm kev xav tau ntau ntxiv rau kev hloov pauv hluav taws xob nyob rau ob peb xyoos tom ntej no ua rau tsis muaj kev cuam tshuam ntawm kev lag luam txuas ntxiv. Lub tswv yim zoo rau kev cuam tshuam nrog tus nqi volatility yuav yog qhov tseem ceeb, nws hais.
Nyob rau hauv lub sij hawm ntev, cov lus nug yog seb lub voj voog tam sim no ntawm cov nqi qis yuav ua rau cov tuam txhab tshem tawm lossis ncua sij hawm cov phiaj xwm tsim cov mines tshiab lossis refineries vim tias tsis muaj txoj cai txhawb nqa los ntawm tsoomfwv lub hom phiaj los tsim lawv tus kheej cov khoom siv. Albemarle Corp. lub ntiaj teb cov neeg tsim khoom loj tshaj plaws lithium, tau hais lub hli tas los tias qhov no twb pib tshwm sim lawm.
Kev poob qis hauv cov nqi lithium yuav luag qis dua, tab sis lub sijhawm ntev ntawm kev qaug zog tseem tuaj yeem ua tau, Wei Xiong, tus kws pab tswv yim ntawm cov tub luam raw khoom Traxys, hais rau lub rooj sib tham hauv Shanghai. Lub ntsiab lus tig los saib xyuas, nws hais tias, yuav yog "txawm tias cov mines raug nqi siab yuav tawm".
[Source - CKN]
