Txij li thaum Lub Yim Hli 2023, cobalt davhlau ya nyob twg noj kev loj hlob qeeb, cov khoom siv roj teeb nruab nrab, cov khoom siv hluav taws xob cobalt thiab cov peev txheej loj hlob sai, cov khoom siv raw khoom tseem khaws cia, cobalt nqi poob siab hauv qab.
Ua ntej, tus nqi cobalt poob siab bottoming
Txij li thaum nruab nrab Lub Yim Hli, cobalt tus nqi poob qis. 15 Cuaj hlis, electrolytic cobalt nqi (Ntau tshaj los yog sib npaug rau 99.8%, Shanghai non-ferrous qhov chaw nruab nrab nqi) kaw ntawm 253, 000 yuan / tonne, down 5.4% piv nrog rau nruab nrab lub yim hli ntuj; heptahydrate cobalt sulphate nqi (cobalt Ntau dua lossis sib npaug ntawm 20.5%) kaw ntawm 36,600 yuan / tonne, nqis 5.2% piv nrog nruab nrab Lub Yim Hli. Tus nqi cobalt feem ntau tseem nyob hauv thaj chaw keeb kwm hauv qab. Thaum kawg ntawm lub Cuaj Hli, nws pib tswj qhov tsis muaj zog.
Thib ob, cobalt davhlau ya nyob twg noj tsis vam meej, midstream cov khoom lag luam nce
Cov roj teeb hauv tsev ternary fais fab kev lag luam feem ntau tseem hovering ntawm qib qis. 2020 txij li lub Peb Hlis, los ntawm cov roj teeb lithium hlau phosphate uas tsis tshua muaj nqi txuas ntxiv nyem, ternary roj teeb kev lag luam sib faib los ntawm qhov siab tshaj 80% txuas ntxiv mus rau 30% nyob ze, thiab nyob twj ywm ntawm me ntsis siab dua 30% ntawm qhov qis qis. Lub Xya hli ntuj ternary roj teeb tau nruab ib feem ntawm 32.9%, ib tug me ntsis stabilizing sib, tab sis nyob rau hauv lub yim hli ntuj lub installation ntawm 30.9% poob rov qab. Lub yim hli ntuj Lub yim hli ntuj, cov zis thiab nruab muaj peev xwm ntawm ternary roj teeb yog 23.1GWh thiab 10.8GWh, nce 19.2% thiab 2.7% xyoo-rau-xyoo, thiab nce 10.3% thiab 2.3% sequentially. Lub caij no, ternary roj teeb suav rau lub ntsiab ntawm lub zog roj teeb xa tawm. 6.8GWh ntawm ternary roj teeb tau xa tawm thaum Lub Yim Hli, ib xyoos ib zaug nce ntawm 93.5%, nqis 3.6% qoq, suav txog 64.7% ntawm tag nrho cov khoom xa tawm ntawm cov roj teeb hluav taws xob. Los ntawm Lub Ib Hlis Ntuj mus rau Lub Yim Hli, cov khoom tsim tawm thiab kev teeb tsa muaj peev xwm ntawm ternary roj teeb yog 144.5GWh thiab 69.36GWh, ib xyoos ib zaug nce ntawm 15.4% thiab 5.2%, thiab cov khoom xa tawm loj yog 53.4GWh, nce 129% xyoo-rau-xyoo. - xyoo.
Zuag qhia tag nrho, qhov kawg thov tsis muaj zog, Lub yim hli ntuj ternary roj teeb kev loj hlob tus nqi yog siab dua lub peev xwm nruab thiab xa tawm kev loj hlob tus nqi, ternary roj teeb cov khoom muag tau nce.
Kev tsim cov khoom siv Ternary txuas ntxiv mus qeeb. Raws li SMM cov txheeb cais, nyob rau lub Yim Hli, Tuam Tshoj tus ternary precursor thiab ternary khoom tsim tau 81,900 tonnes thiab 56,200 tonnes feem, nce 2.4% thiab nqis 4.1% xyoo-rau-xyoo, thiab nce 4.1% thiab qis dua. 1.4% xyoo-rau-xyoo; Txij lub Ib Hlis mus txog Lub Yim Hli, Tuam Tshoj tus ternary precursor thiab ternary cov khoom sib sau ua ke yog 528, 000 tonnes thiab 400, 000 tonnes feem, nce 4% thiab 0.6% xyoo-rau-xyoo. Precursor ntau lawm kev loj hlob tus nqi siab tshaj qhov kev loj hlob tus nqi ntawm ternary cov ntaub ntawv, uas qhia tau hais tias lub ternary precursor cov khoom muag tau sau.
Kev noj cov roj teeb lithium cobalt-acid (tsuas yog siv hauv cov xov tooj smartphones thiab cov phau ntawv siab kawg) tseem tsis tshua muaj zog. Raws li SMM cov txheeb cais, thaum Lub Yim Hli, Tuam Tshoj cov khoom siv lithium cobalt oxide anode ntau lawm yog 0.68 lab tonnes, nce 19.5% xyoo-rau-xyoo, nce 1.4% xyoo-rau-xyoo. txij lub Ib Hlis mus txog Lub Yim Hli, cov khoom tsim tawm ntawm lithium cobalt oxide yog 47, 000 tonnes, ib xyoos ib zaug poob ntawm 5.4%.
Thib peb, cobalt smelting cov khoom thiab cov khoom siv xoob
Cobalt smelting enterprise cov khoom lag luam tseem loj hlob, cov khoom muag tau txhim kho. Raws li SMM cov txheeb cais, nyob rau lub yim hli ntuj 2023, cov zis ntawm cobalt sulfate (raws li raw khoom rau zus tau tej cov ternary precursor) yog 0.74 lab kub tonnes, nce 15.2% xyoo-rau-xyoo, thiab poob ntawm 11.8% xyoo-rau-xyoo. txij Lub Ib Hlis Ntuj mus txog Lub Yim Hli, cov khoom tsim tawm ntawm cobalt sulfate yog 57, 000 tonnes, nce 18.1% xyoo-rau-xyoo. Xyoo-rau-xyoo nce ntawm cobalt sulphate ntau lawm ntau dua li ntawm ternary precursors, qhia tau hais tias cov stocks tseem tau ntxiv, tab sis xyoo-rau-xyoo poob tau sai dua li ntawm ternary precursors, qhia tias cov pace ntawm stockpiling muaj. qeeb.
Thaum lub Yim Hli, cov khoom tsim tawm ntawm cobalt tetraoxide (raws li cov khoom siv raw rau kev tsim cov lithium cobaltate) yog 0.69 lab tonnes, ib xyoos ib zaug nce ntawm 39.8%, nqis 4.6% YoY. Txij lub Ib Hlis mus txog Lub Yim Hli, cov khoom tsim tawm ntawm cobalt tetraoxide yog 48, 000 tonnes, ib xyoos ib zaug txo qis ntawm 1.5%. Tricobalt tetraoxide kev loj hlob tus nqi kuj tseem siab dua lithium cobaltate, cov khoom muag kuj tau kho me ntsis, tab sis ntxiv rau cov khoom muag tau qeeb.
Nyob rau hauv cov nqe lus ntawm cov kev pab cuam tej yaam num, ntiaj teb no cobalt peev txheej yog loosening. Qhov loj tshaj qhov nce los ntawm Luoyang Molybdenum. Nyob rau yav tsaus ntuj ntawm 18 Lub Xya Hli, Luoyang Molybdenum tshaj tawm tias nws tau mus txog qhov kev pom zoo nrog Gécamines ntawm TFM cov cai lij choj, nrog TFM them Gécamines tag nrho ntawm US $ 800 lab nyob rau hauv kev sib cog lus rau xyoo tom ntej, thiab cog lus tias yuav them tsawg kawg yog US $ 1.2 billion. nyob rau hauv cov nyiaj faib rau Gécamines nyob rau hauv cov chav kawm ntawm lub neej yav tom ntej project lub sij hawm pab. TFM kuj tau rov pib dua nws cov kev txwv tsis pub xa tawm, thiab nyob rau 30 Lub Xya Hli, lub pob zeb semi-autogenous rau oxide ore ntawm TFM East project ua tiav ib qho kev sim ua haujlwm, nrog rau cov phiaj xwm tom ntej tau ua tiav. Lub caij no, KFM tooj liab thiab cobalt mine tau qhib tag nrho thiab xav tias yuav tsim tau 24, 000-30,000 tonnes ntawm cobalt hauv 2023.
Ntxiv nrog rau qhov project KFM, kev tsim kho ntawm cov mining thiab metallurgical integration project nrog ib xyoos ib zaug muaj peev xwm ntawm 30, 000 tonnes ntawm tooj liab cathode thiab 3,600 tonnes ntawm crude cobalt hydroxide (hlau ntim) ntawm Kalongwe hauv DRC los ntawm Centun Mining twb tau tsim cov khoom siv tooj liab thiab cobalt hauv thawj peb lub hlis twg, thiab nws tau tso cov ntim tsis tu ncua. Ua ke nrog kev tso tawm tag nrho ntawm Shalina Group's Mutoshi qhov project (nrog lub peev xwm ntawm 16, 000 tonnes) thiab Jinchuan Group's Musonoi project (nrog lub peev xwm ntawm 7,800 tonnes), ua tiav commissioning ntawm cov tshiab nickel laterite hydrometallurgical tej yaam num hauv Indonesia xws li Liqin, Huayue thiab Qingmeibang, nrog rau kev nce hauv lub peev xwm rov ua dua tshiab ntawm cov roj teeb lithium thiab cov nqi cobalt rov ua dua, nws kwv yees ua rau xyoo 2023 ntiaj teb cobalt Supply nce txog 40,000 tonnes.
Plaub, tus nqi cobalt yuav nyob hauv qab oscillation hauv lub sijhawm luv
Saib tom ntej, lub davhlau ya nyob twg siv lub zog tshiab tsheb qeeb qeeb, thaum qhov kev faib ua feem ntawm cov roj teeb ternary tseem yog qhov tsis paub tseeb. Ntawm qhov tod tes, nruab nrog ningde era CTP3.0 unicorn roj teeb ncej kryptonite, nruab nrog cov ntawv xov xwm roj teeb Guangqi Ean thiab lwm yam kub muag yuav tsum ua rau kev loj hlob ntawm kev ua tau zoo ternary roj teeb noj; ntawm qhov tod tes, ningde era tso tawm 4C super-them roj teeb - Shenxing super-them roj teeb nrog lithium hlau phosphate roj teeb, uas tuaj yeem ua tiav los ntawm kev them nyiaj rau 10 feeb, thaj tsam 400 Kilometers, lub roj teeb yuav tsum tau teeb tsa hauv thawj peb lub hlis twg. ntawm xyoo tom ntej, xov xwm ntawm daim ntawv thov ntawm ternary roj teeb los tsim ib tug 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.
