Australian graphite miners vanotanga iyo "yechando modhi" apo iyo lithium indasitiri shanduko inorwadza

Musi wa10 Gunyana, chiziviso chakabva kuAustralian Stock Exchange chakafuridzira mhepo inotonhora kumusika wegraphite.Syrah Resources (ASX: SYR) yakati inoronga kutora "chiito chekukurumidza" kubata nekudonha kamwe kamwe kwemitengo yegraphite uye yakati mitengo yegraphite inogona kudonha zvakare gare gare gore rino.

Kusvika ikozvino, makambani eAustralia akanyorwa egraphite anofanirwa kupinda mu "munguva yechando" nekuda kwekuchinja kwemamiriro ehupfumi: kudzikisa kugadzirwa, kuderedza, uye kucheka mitengo.

 

Syrah yawira mukurasikirwa mugore rekupedzisira rezvemari.Nekudaro, mamiriro emusika akadzikira zvakare, zvichimanikidza kambani kudzikisa zvakanyanya kugadzirwa kwegraphite mumugodhi weBalama muMozambique muchikamu chechina che2019, kubva pamatani gumi nemashanu ekutanga pamwedzi kusvika kumatani zviuru zvishanu.

Kambani iyi ichadzikisawo kukosha kwebhuku rezvirongwa zvayo nemadhora 60 miriyoni kusvika kumadhora makumi manomwe emamiriyoni emadhora mumasitatimendi emari epagore akaburitswa gare gare svondo rino uye "kungoongororazve kudzikiswa kwemitengo yeBalama nekambani yese".

Syrah yakaongorora hurongwa hwayo hwekushanda hwe2020 uye yakaratidza chishuwo chekudzikisa mari, saka hapana vimbiso yekuti uku kuchekwa kwekugadzira kuchave kwekupedzisira.

Graphite inogona kushandiswa sechinhu cheanodes mu lithium-ion mabhatiri mune smartphones, notebook makomputa, mota dzemagetsi uye zvimwe zvigadzirwa zvemagetsi, uye inoshandiswawo mugridi magetsi ekuchengetedza magetsi.

Mitengo yepamusoro yegraphite yakakurudzira mari kuyerera mumapurojekiti matsva kunze kweChina.Mumakore mashoma apfuura, kudiwa kuri kubuda kwakakurudzira kukwira kwakanyanya kwemitengo yegraphite uye kwakavhura akati wandei epamba neekunze zvirongwa zvemakambani eAustralia.

(1) Syrah Resources yakatanga kugadzirwa kwekutengesa mumugodhi weBalama graphite muMozambique muna Ndira 2019, ichikunda kudzima kwemavhiki mashanu nekuda kwematambudziko emoto uye kuunza 33,000 matani ecoarse graphite uye yakanaka graphite muchikamu chaDecember.

(2) Perth-based Grapex Mining yakagamuchira chikwereti chemamiriyoni makumi masere neshanu emadhora (A$121 miriyoni) kubva kuCastlelake gore rapfuura kusimudzira chirongwa chayo cheChilalo graphite muTanzania.

(3) Mineral Resources yakabatana neHazer Group kugadzira chirimwa chekugadzira magirafu muKwinana, Western Australia.

Pasinei neizvi, China icharamba iri nyika huru yekugadzira graphite.Nekuti spherical graphite inodhura kugadzira, uchishandisa maasidhi akasimba uye mamwe mareagents, kugadzirwa kwekutengesa kwegraphite kunogumira kuChina.Mamwe makambani ari kunze kweChina ari kuyedza kugadzira itsva spherical graphite supply chain inogona kutora nzira ine hushamwari kwezvakatipoteredza, asi hazvina kuratidzwa kuti Kugadzirwa kweCommerce kunokwikwidza neChina.

Chiziviso chazvino chinoratidza kuti Syrah inoita kunge yakanganisa zvachose maitiro emusika wegraphite.

The feasibility study yakaburitswa naSyrah muna 2015 inofunga kuti mitengo yemagraphite avhareji $1,000 patani mukati mehupenyu hwangu.Muchidzidzo ichi chinogoneka, kambani yakatora ongororo yemutengo wekunze ichiti graphite inogona kuita pakati pemadhora chiuru nemazana matanhatu patani pakati pa2015 na2019.

Muna Ndira wegore rino, Syrah akaudzawo vanoisa mari kuti mitengo yegraphite inotarisirwa kuva pakati pemadhora mazana mashanu nemazana matanhatu patani mumwedzi mishoma yekutanga ye2019, achiwedzera kuti mitengo "inokwira".

Syrah akati mitengo yegraphite yakawedzera mazana mana emadhora patani kubva munaChikumi makumi matatu, kubva mumwedzi mitatu yapfuura (madhora mazana mana nemakumi mashanu nenomwe patani) nemitengo yemwedzi mishoma yekutanga ya2019 (madhora mazana mana nemakumi matanhatu patani).

Mari yekugadzira yuniti yeSyrah muBalama (kusingabatanidzi mari yekuwedzera yakadai sekutakura uye manejimendi) yaive madhora mazana mashanu nemakumi matanhatu nenomwe patani muhafu yekutanga yegore, izvo zvinoreva kuti pane gap rinopfuura madhora zana patani pakati pemitengo yazvino nemitengo yekugadzira.

Nguva pfupi yadarika, akati wandei eChinese lithium bhatiri indasitiri makambani akanyorwa akaburitsa hafu yavo yekutanga ye2019 performance report.Zvinoenderana nenhamba, pakati pemakambani makumi masere nerimwe, 45 makambani 'net purofiti inodonha gore negore.Pakati pemakambani gumi nemanomwe epamusoro, matatu chete akawana purofiti yekukura gore negore, makambani gumi nemana emubairo wakaderera gore negore, uye kudzikira kwacho kwaive pamusoro pe15%.Pakati pavo, purofiti yeShengyu Mining yakadonha 8390.00%.

Mumusika wepasi weiyo indasitiri yemagetsi matsva, kudiwa kwemabhatiri emotokari dzemagetsi hakuna simba.Kukanganiswa nerubatsiro rwemotokari nyowani dzemagetsi, makambani mazhinji emotokari anocheka maodha ebhatiri muhafu yechipiri yegore.

Vamwe vaongorori vemusika vakaratidza kuti nemakwikwi emusika akawedzera uye nekukasira kubatanidzwa kweindastiri cheni, zvinofungidzirwa kuti panosvika 2020, China ichange iine makambani makumi maviri kusvika makumi matatu emagetsi ebhatiri, uye anopfuura makumi masere muzana emabhizinesi achasangana nenjodzi yekuve. kubviswa.
Kuonekana nekukura kwekumhanya-mhanya, chidzitiro chelithium-ion indasitiri inopinda munguva yemasheya iri kuvhurwa zvishoma nezvishoma, uye indasitiri iri kutambura zvakare.Nekudaro, iyo musika inoshanduka zvishoma nezvishoma kusvika pakukura kana kumira, uye ichave nguva yekusimbisa.


Nguva yekutumira: Sep-18-2019
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