A ranar 10 ga Satumba, sanarwa daga kasuwar hada-hadar hannayen jari ta Australiya ta hura iska mai sanyi zuwa kasuwar graphite. Syrah Resources (ASX:SYR) ta ce tana shirin daukar “matakin gaggawa” don tunkarar faduwa kwatsam a farashin graphite kuma ya ce farashin graphite na iya faduwa daga baya a wannan shekara.
Ya zuwa yanzu, Ostiraliya da aka jera graphite kamfanoni dole ne su shiga cikin "yanayin hunturu" saboda canje-canje a yanayin tattalin arziki: rage samarwa, lalata, da yanke farashi.
Syrah ta fada cikin asara a cikin kasafin kudi na bara. Duk da haka, yanayin kasuwa ya sake tabarbarewa, wanda ya tilastawa kamfanin rage yawan aikin graphite a ma'adinan Balama a Mozambique a cikin kwata na hudu na 2019, daga ainihin tan 15,000 a kowane wata zuwa kusan tan 5,000.
Har ila yau, kamfanin zai rage darajar littafin ayyukansa da dala miliyan 60 zuwa dala miliyan 70 a cikin bayanan kudi na wucin gadi na shekara-shekara da aka fitar daga baya a wannan makon tare da "nan da nan ya sake duba karin farashin tsarin na Balama da daukacin kamfanin".
Syrah ta sake duba shirinta na aiki na 2020 kuma ta bayyana sha'awar rage kashe kuɗi, don haka babu tabbacin cewa wannan rage samar da zai zama na ƙarshe.
Za'a iya amfani da graphite azaman abu don anodes a cikin batir lithium-ion a cikin wayoyi, kwamfutocin littafin rubutu, motocin lantarki da sauran na'urorin lantarki, kuma ana amfani dashi a cikin na'urorin adana makamashi na grid.
Babban farashin graphite ya ƙarfafa babban birnin kasar don kwarara zuwa sabbin ayyuka a wajen China. A cikin ƴan shekarun da suka gabata, buƙatun da suka kunno kai ya haifar da hauhawar farashin graphite tare da buɗe ayyuka da yawa na cikin gida da na ƙasashen waje don kamfanonin Australiya.
(1) Albarkatun Syrah sun fara samar da kasuwanci a mahakar ma'adinan graphite na Balama a Mozambique a cikin watan Janairun 2019, inda suka shawo kan baƙar fata na tsawon mako biyar saboda matsalolin gobara tare da isar da tan 33,000 na ƙaƙƙarfan graphite da kyakkyawan hoto a cikin kwata na Disamba.
(2) Grapex Mining na tushen Perth ya sami lamuni na dala miliyan 85 (dala miliyan 121) daga Castlelake a bara don ciyar da aikin sa na graphite na Chilalo a Tanzaniya.
(3) Albarkatun Ma'adinai sun haɗe tare da Ƙungiyar Hazer don kafa masana'antar samar da zane-zane na roba a Kwinana, Yammacin Ostiraliya.
Duk da haka, kasar Sin za ta kasance babbar kasa wajen samar da graphite. Saboda graphite graphite yana da tsada don samarwa, ta amfani da acid mai ƙarfi da sauran reagents, samar da graphite na kasuwanci yana iyakance ga China. Wasu kamfanoni da ke wajen kasar Sin suna kokarin samar da wani sabon tsarin samar da zane mai zane wanda zai iya daukar hanyar da ta dace da muhalli, amma ba a tabbatar da cewa samar da kasuwanci na da gogayya da kasar Sin ba.
Sanarwar ta baya-bayan nan ta nuna cewa Syrah da alama ta yi kuskure gaba ɗaya game da yanayin kasuwar graphite.
Binciken yuwuwar da Syrah ya fitar a cikin 2015 ya ɗauka cewa farashin graphite yana matsakaicin $1,000 kowace ton yayin rayuwata. A cikin wannan binciken yuwuwar, kamfanin ya nakalto wani binciken farashin waje yana mai cewa graphite na iya tsada tsakanin $1,000 da $1,600 kowace ton tsakanin 2015 da 2019.
Kawai a cikin Janairu na wannan shekara, Syrah ya kuma gaya wa masu zuba jari cewa ana sa ran farashin graphite zai kasance tsakanin $ 500 da $ 600 kowace ton a farkon watanni na 2019, ya kara da cewa farashin zai "haru".
Syrah ya ce farashin graphite ya kai dala 400 kan kowace ton tun daga ranar 30 ga Yuni, ya ragu daga watanni ukun da suka gabata ($ 457 kowace tan) da farashin farkon farkon watannin 2019 ($ 469 kowace ton).
Kudin samar da rukunin Syrah a Balama (ban da ƙarin farashi kamar sufuri da sarrafa kaya) sun kasance dala 567 akan kowace tonne a farkon rabin shekara, wanda ke nufin cewa akwai tazarar sama da dala 100 akan kowace ton tsakanin farashin yanzu da farashin samarwa.
Kwanan nan, adadin sarkar masana'antar batirin lithium ta kasar Sin da aka jera kamfanoni sun fitar da rabin farkon rahoton aikinsu na shekarar 2019. Bisa kididdigar da aka yi, daga cikin kamfanoni 81, ribar da kamfanoni 45 ke samu ta ragu a duk shekara. Daga cikin kamfanonin 17 na sama, 3 ne kawai suka sami ci gaban ribar kowace shekara, ribar kamfanoni 14 ta faɗo a kowace shekara, kuma raguwar ta haura 15%. Daga cikin su, ribar da Shengyu Mining ta samu ya ragu da kashi 8390.00%.
A cikin kasuwannin da ke ƙasa na sabbin masana'antar makamashi, buƙatar batir na motocin lantarki ba su da ƙarfi. Sakamakon tallafin sabbin motocin makamashi, yawancin kamfanonin motoci sun yanke odar batir a rabin na biyu na shekara.
Wasu manazarta kasuwar sun yi nuni da cewa, tare da karfafa gasar kasuwa da kuma saurin hadewar sassan masana'antu, an yi kiyasin cewa nan da shekarar 2020, kasar Sin za ta samu kamfanonin batir guda 20 zuwa 30 ne kawai, kuma sama da kashi 80% na kamfanoni za su fuskanci hadarin kasancewa. shafe.
Yin bankwana da haɓaka mai saurin gaske, labulen masana'antar lithium-ion da ke shiga cikin kasuwar hannayen jari sannu a hankali yana buɗewa, kuma masana'antar tana shan wahala. Koyaya, kasuwa a hankali zai juya zuwa balaga ko tsayawa, kuma lokaci yayi don tabbatarwa.
Lokacin aikawa: Satumba 18-2019