Pa Seputembala 10, chidziwitso chochokera ku Australian Stock Exchange chinawombetsa mphepo yamkuntho kumsika wa graphite. Syrah Resources (ASX: SYR) inanena kuti ikukonzekera "kuchitapo kanthu mwamsanga" kuti athane ndi kutsika kwadzidzidzi kwa mitengo ya graphite ndipo adati mitengo ya graphite ikhoza kutsika kwambiri kumapeto kwa chaka chino.
Mpaka pano, makampani a graphite aku Australia akuyenera kulowa mu "nyengo yachisanu" chifukwa cha kusintha kwa nyengo yazachuma: kuchepetsa kupanga, kuchotsa katundu, ndi kuchepetsa ndalama.
Syrah yagwera muzotayika mchaka chatha chandalama. Komabe, msika udawonongekanso, zomwe zidapangitsa kuti kampaniyo ichepetse kwambiri kupanga ma graphite mumgodi wa Balama ku Mozambique mgawo lachinayi la 2019, kuchoka pa matani 15,000 pamwezi kufika pafupifupi matani 5,000.
Kampaniyo ichepetsanso mtengo wa mapulojekiti ake ndi $60 miliyoni kufika $70 miliyoni m'makalata apachaka achaka omwe atulutsidwa kumapeto kwa sabata ino ndi "kuwunikanso kutsika kwamitengo kwa Balama ndi kampani yonse".
Syrah adawunikiranso dongosolo lake la 2020 ndikuwonetsetsa kuti akufuna kuchepetsa ndalama, kotero palibe chitsimikizo kuti kudula uku kudzakhala komaliza.
Graphite ingagwiritsidwe ntchito ngati zinthu za anodes mu mabatire a lithiamu-ion mu mafoni a m'manja, makompyuta apakompyuta, magalimoto amagetsi ndi zipangizo zina zamagetsi, ndipo amagwiritsidwanso ntchito mu gridi yosungirako mphamvu zamagetsi.
Mitengo yamtengo wapatali ya graphite yalimbikitsa ndalama kuti zilowe mu ntchito zatsopano kunja kwa China. M'zaka zingapo zapitazi, kufunikira kokulirapo kwadzetsa kukwera kwakukulu kwamitengo ya graphite ndikutsegula ntchito zingapo zapakhomo ndi zakunja kwamakampani aku Australia.
(1) Syrah Resources idayamba kupanga malonda mumgodi wa Balama graphite ku Mozambique mu Januware 2019, kuthana ndi kuzimitsidwa kwa milungu isanu chifukwa cha zovuta zamoto ndikupereka matani 33,000 a coarse graphite ndi ma graphite abwino m'gawo la December.
(2) Perth-based Grapex Mining adalandira ngongole ya $85 miliyoni (A$121 miliyoni) kuchokera ku Castlelake chaka chatha kuti apititse patsogolo ntchito yake ya Chilalo graphite ku Tanzania.
(3) Mineral Resources inagwirizana ndi Gulu la Hazer kuti akhazikitse fakitale yopangira ma graphite ku Kwinana, Western Australia.
Ngakhale izi, China ikhalabe dziko lalikulu pakupanga ma graphite. Chifukwa graphite yozungulira ndi yokwera mtengo kupanga, pogwiritsa ntchito ma asidi amphamvu ndi ma reagents ena, kupanga malonda a graphite kumangokhala ku China. Makampani ena kunja kwa China akuyesera kupanga njira yatsopano yopangira ma graphite yomwe ingatengere njira yosamalira zachilengedwe, koma sizinatsimikizidwe kuti Kupanga malonda kukupikisana ndi China.
Kulengeza kwaposachedwa kukuwonetsa kuti Syrah akuwoneka kuti sanaganizire molakwika momwe msika wa graphite ukuyendera.
Kafukufuku wotheka wotulutsidwa ndi Syrah mu 2015 akuganiza kuti mitengo ya graphite pafupifupi $1,000 pa tani pa moyo wanga. Pakafukufuku wotheka, kampaniyo idagwira mawu kafukufuku wamtengo wakunja akuti graphite ikhoza kutenga pakati pa $1,000 ndi $1,600 pa toni pakati pa 2015 ndi 2019.
Mu Januware chaka chino, Syrah adauzanso osunga ndalama kuti mitengo ya graphite ikuyembekezeka kukhala pakati pa $ 500 ndi $ 600 pa toni m'miyezi ingapo yoyambirira ya 2019, ndikuwonjezera kuti mitengo "ikwera".
Syrah adati mitengo ya graphite yafika $400 pa tani kuyambira Juni 30, kutsika kuchokera miyezi itatu yapitayo ($ 457 pa tani) ndi mitengo ya miyezi ingapo yoyambirira ya 2019 ($ 469 pa tani).
Ndalama zopangira ma unit a Syrah ku Balama (kupatula ndalama zowonjezera monga zonyamula katundu ndi kasamalidwe) zinali $ 567 pa toni mu theka loyamba la chaka, zomwe zikutanthauza kuti pali kusiyana kwa ndalama zoposa $ 100 pa tani pakati pa mitengo yamakono ndi ndalama zopangira.
Posachedwa, makampani angapo aku China omwe ali ndi batire ya lithiamu atulutsa lipoti lawo loyamba la 2019. Malinga ndi ziwerengero, mwa makampani 81, phindu lamakampani 45 limatsika chaka ndi chaka. Pakati pa makampani 17 okwera m'mwamba, atatu okha ndi omwe amapeza phindu lalikulu chaka ndi chaka, phindu lamakampani 14 limatsika chaka ndi chaka, ndipo kutsika kwake kudapitilira 15%. Pakati pawo, phindu la Shengyu Mining linagwa 8390.00%.
Mumsika wakumunsi wamakampani opanga mphamvu zatsopano, kufunikira kwa mabatire pamagalimoto amagetsi ndikofooka. Kukhudzidwa ndi thandizo la magalimoto atsopano amagetsi, makampani ambiri amagalimoto amadula mabatire awo mu theka lachiwiri la chaka.
Ofufuza ena amsika adanenanso kuti chifukwa chakuchulukirachulukira pamsika komanso kuphatikizika kwamakampani, akuti pofika chaka cha 2020, China idzakhala ndi makampani 20 mpaka 30 okha, ndipo mabizinesi opitilira 80% adzakumana ndi chiopsezo chokhala. kuthetsedwa.
Kutsanzikana ndi kukula kwakukulu, chinsalu cha makampani a lithiamu-ion omwe amalowa mu nthawi ya masheya akutsegulidwa pang'onopang'ono, ndipo makampani akuvutikanso. Komabe, msikawo pang'onopang'ono udzasanduka kukhwima kapena kuyimirira, ndipo idzakhala nthawi yotsimikizira.
Nthawi yotumiza: Sep-18-2019