Ma ka la 10 o Sepatemaba, ua puhi mai ka hoolaha mai ka Australian Stock Exchange i ka makani anuanu i ka makeke graphite. Ua ʻōlelo ʻo Syrah Resources (ASX: SYR) e hoʻolālā ana e hana i ka "hana koke" e hoʻoponopono i ka hāʻule koke ʻana o nā kumukūʻai graphite a ʻōlelo ʻia e hāʻule paha nā kumukūʻai graphite ma hope o kēia makahiki.
A hiki i kēia manawa, pono e komo nā hui graphite o Australia i ka "mode hoʻoilo" ma muli o nā loli i ka ʻoihana waiwai: hoʻemi i ka hana, hoʻopau ʻana, a ʻoki i nā kumukūʻai.
Ua hāʻule ʻo Syrah i nā poho i ka makahiki kālā i hala. Eia nō naʻe, ua emi hou ke kaiapuni o ka mākeke, e koi ana i ka hui e hōʻemi nui i ka hana graphite ma ka hale ʻo Balama ma Mozambique i ka hapahā ʻehā o 2019, mai ka 15,000 tons i kēlā me kēia mahina a i kahi 5,000 tons.
E ʻoki pū ka hui i ka waiwai puke o kāna mau papahana e $ 60 miliona a i $ 70 miliona i loko o nā hōʻike kālā makahiki manawa i hoʻokuʻu ʻia ma hope o kēia pule a "e nānā koke i nā hōʻemi o ke kumu kūʻai no Balama a me ka hui holoʻokoʻa".
Ua nānā ʻo Syrah i kāna hoʻolālā hana 2020 a hōʻike i ka makemake e hōʻemi i ka hoʻolimalima, no laila ʻaʻohe mea e hōʻoiaʻiʻo e lilo kēia ʻoki hana i ka hope.
Hiki ke hoʻohana ʻia ka graphite ma ke ʻano he mea no nā anodes i loko o nā pākahi lithium-ion i nā smartphones, nā kamepiula puke, nā kaʻa uila a me nā mea uila ʻē aʻe, a hoʻohana ʻia hoʻi i nā ʻenehana mālama mālama uila.
Ua paipai nā kumukūʻai kiʻekiʻe o ka graphite i ke kapikala e kahe i nā papahana hou ma waho o Kina. I nā makahiki i hala iho nei, ua hoʻoulu ʻia ka noi e ulu nei i ka piʻi nui ʻana o nā kumukūʻai graphite a wehe i kekahi mau papahana kūloko a me ka honua no nā hui Australia.
(1) Ua hoʻomaka ʻo Syrah Resources i ka hana pāʻoihana ma ka mine graphite Balama ma Mozambique i Ianuali 2019, e lanakila ana i kahi ʻeleʻele ʻelima mau pule ma muli o nā pilikia ahi a hāʻawi i 33,000 tons o ka graphite coarse a me ka graphite maikaʻi i ka hapahā o Dekemaba.
(2) Ua loaʻa iā Perth-based Grapex Mining kahi hōʻaiʻē $85 miliona (A$121 miliona) mai Castlelake i ka makahiki i hala e hoʻonui i kāna papahana graphite ʻo Chilalo ma Tanzania.
(3) Ua hui pū ʻo Mineral Resources me ka Hazer Group no ka hoʻokumu ʻana i kahi mea kanu graphite synthetic ma Kwinana, Western Australia.
ʻOiai kēia, e noho mau ʻo Kina i ʻāina nui no ka hana graphite. Ma muli o ke kumu kūʻai nui o ka graphite spherical e hana, me ka hoʻohana ʻana i nā waikawa ikaika a me nā reagents ʻē aʻe, ua kaupalena ʻia ka hana pāʻoihana o ka graphite i Kina. Ke hoʻāʻo nei kekahi mau ʻoihana ma waho o Kina e hoʻomohala i kahi kaulahao lako graphite spherical hou i hiki ke hoʻohana i kahi ala ʻoi aku ka maikaʻi o ke kaiapuni, akā ʻaʻole i hōʻoia ʻia ʻo ka hoʻokūkū kalepa me Kina.
Hōʻike ka hoʻolaha hou loa ua kuhi hewa ʻo Syrah i ke ʻano o ka mākeke graphite.
ʻO ka haʻawina kūpono i hoʻokuʻu ʻia e Syrah i ka makahiki 2015 ke manaʻo nei he awelika nā kumukūʻai graphite he $1,000 no ka ton i koʻu ola ʻana. Ma kēia noiʻi kūpono, ua haʻi ka hui i kahi noiʻi kumu kūʻai o waho e ʻōlelo ana e hiki ke kūʻai ʻia ka graphite ma waena o $1,000 a me $1,600 no ton ma waena o 2015 a me 2019.
Ma Ianuali o kēia makahiki, ua haʻi aku ʻo Syrah i nā mea hoʻopukapuka e manaʻo ʻia nā kumukūʻai graphite ma waena o $ 500 a me $ 600 no ka ton i nā mahina mua o 2019, me ka hoʻohui ʻana e "piʻi i luna".
Ua ʻōlelo ʻo Syrah ua loaʻa nā kumukūʻai graphite he $ 400 no ka ton mai Iune 30, mai lalo o ʻekolu mahina i hala ($ 457 no ka ton) a me nā kumukūʻai o nā mahina mua o 2019 ($ 469 no ke tona).
ʻO nā kumukūʻai hana ʻāpana o Syrah ma Balama (me ka ʻole o nā kumukūʻai hou aku e like me ka ukana a me ka hoʻokele) he $567 no ka tonne i ka hapa mua o ka makahiki, ʻo ia hoʻi he ʻokoʻa ʻoi aku ma mua o $100 no ke tona ma waena o nā kumukūʻai o kēia manawa a me nā kumukūʻai hana.
ʻO ka mea i hala iho nei, ua hoʻokuʻu ʻia kahi helu o nā ʻoihana ʻenehana lithium lithium i papa inoa i kā lākou hapa mua o ka hōʻike hana 2019. Wahi a nā helu, ma waena o nā hui 81, ua hāʻule ka loaʻa kālā o nā hui he 45 i kēlā me kēia makahiki. Ma waena o nā hui waiwai 17 upstream, 3 wale nō i loaʻa i ka ulu ʻana o ka ʻupena i kēlā me kēia makahiki, ua hāʻule ka waiwai o nā hui he 14 i kēlā me kēia makahiki, a ʻoi aku ka emi ma luna o 15%. Ma waena o lākou, ua hāʻule ka waiwai waiwai o Shengyu Mining i ka 8390.00%.
I ka mākeke o lalo o ka ʻoihana ikehu hou, ua nāwaliwali ke koi ʻana i nā pihi no nā kaʻa uila. Hoʻopilikia ʻia e ke kālā o nā kaʻa ikehu hou, nui nā hui kaʻa i ʻoki i kā lākou kauoha pākaukau i ka hapa lua o ka makahiki.
Ua hōʻike ʻia kekahi mau mea noiʻi mākeke me ka hoʻokūkū ikaika o ka mākeke a me ka hoʻopili wikiwiki ʻana i ka kaulahao ʻoihana, ua manaʻo ʻia e 2020, e loaʻa iā Kina he 20 a 30 mau ʻoihana pākahi mana, a ʻoi aku ma mua o 80% o nā ʻoihana e kū i ka pilikia o ka lilo ʻana. hoopauia.
Ke haʻi aku nei i ke aloha i ka ulu wikiwiki, ʻo ka pale o ka ʻoihana lithium-ion e piʻi ana i ke au o ke kumukūʻai e wehe mālie ana, a ua pilikia pū ka ʻoihana. Eia naʻe, e huli mālie ka mākeke i ke oʻo a i ʻole stagnation, a ʻo ia ka manawa e hōʻoia ai.
Ka manawa hoʻouna: Sep-18-2019