Sebtembar 10-keedii, ogaysiis ka yimid Sarrifka saamiyada Australia ayaa dabayl qabow ku afuufay suuqa garaafka. Syrah Resources (ASX:SYR) ayaa sheegtay inay qorsheynayso inay qaado "tallaabo degdeg ah" si ay wax uga qabato hoos u dhaca degdega ah ee qiimaha garaafyada waxayna sheegtay in qiimaha garaafyada laga yaabo inuu hoos u sii dhaco dabayaaqada sanadkan.
Ilaa hadda, Australiyaanka liiska garaafyada ah waa inay galaan "qaabka jiilaalka" sababtoo ah isbeddelada jawiga dhaqaalaha: yaraynta wax soo saarka, burburinta, iyo dhimista kharashyada.
Syrah waxay ku dhacday khasaare sanad maaliyadeedkii u dambeeyay. Si kastaba ha ahaatee, jawiga suuqa ayaa mar kale xumaaday, taas oo ku qasabtay shirkadda in ay si weyn u yareyso wax soo saarka garaafyada ee macdanta Balama ee Mozambique rubuci afaraad ee 2019, laga bilaabo asalka 15,000 tan bishii ilaa 5,000 oo tan.
Shirkaddu waxay sidoo kale dhimi doontaa qiimaha buugaagta mashruucyadeeda $60 milyan ilaa $70 milyan xisaabaadka maaliyadeed ee sannadlaha ah ee ku meel gaarka ah ee la sii daayo dabayaaqada toddobaadkan iyo "si dhakhso ah dib u eegis dheeraad ah oo kharash dhimis ah oo qaabdhismeedka Balama iyo shirkadda oo dhan".
Syrah waxay dib u eegtay qorshaheeda hawlgelinta 2020 waxayna muujisay rabitaan ah in la dhimo kharashaadka, markaa ma jirto dammaanad qaad ah in dhimistan wax soo saarku ay noqon doonto kii ugu dambeeyay.
Graphite waxa loo isticmaali karaa sida walxo anodes ku jira baytariyada lithium-ion ee casriga ah, kombiyuutarada xusuus qorka, baabuurta korontada iyo qalabka kale ee elektarooniga ah, iyo sidoo kale waxaa loo isticmaalaa in qalabka kaydinta tamarta.
Qiimaha garaafyada sare ayaa ku dhiirigeliyay raasumaalka inay u qulqulaan mashaariic cusub oo ka baxsan Shiinaha. Dhowrkii sano ee la soo dhaafay, baahida soo ifbaxday ayaa kicisay sare u kac weyn oo ku yimid qiimaha garaafyada waxayna u furtay dhowr mashruuc oo gudaha iyo dibadda ah shirkadaha Australia.
(1) Khayraadka Syrah waxay ka bilaabeen wax soo saarka ganacsi ee miinada Balama graphite ee Mozambique bishii Janaayo 2019, iyada oo ka soo gudubtay maqnaanshaha shan toddobaad ah dhibaatooyinka dabka dartiis oo keentay 33,000 tan oo garaafyo aan fiicneyn iyo garaafyo fiican rubuci Disembar.
(2) Grapex Mining oo fadhigeedu yahay Perth ayaa ka heshay Castlelake $85 milyan (A$121 milyan) oo amaah ah sanadkii hore si ay ugu hormariso mashruuceeda Chilalo graphite ee Tansaaniya.
(3) Khayraadka Macdanta waxay iskaashi la sameeyeen Kooxda Hazer si ay u dhisaan warshad wax-soo-saarka garaafyada synthetic ee Kwinana, Galbeedka Australia.
Iyadoo taasi jirto, Shiinaha ayaa ahaan doona dalka ugu weyn ee wax soo saarka garaafka. Sababtoo ah graphite spherical waa qaali in la soo saaro, iyadoo la isticmaalayo acids xooggan iyo reagents kale, wax soo saarka ganacsiga ee garaafyada ayaa ku xaddidan Shiinaha. Qaar ka mid ah shirkadaha ka baxsan Shiinaha ayaa isku dayaya inay horumariyaan silsilad cusub oo garaafyada garaafyada ah oo laga yaabo inay qaataan hab deegaan oo saaxiibtinimo badan, laakiin lama xaqiijin wax soo saarka ganacsigu inuu la tartamo Shiinaha.
Ku dhawaaqistii ugu dambeysay waxay muujineysaa in Syrah ay u muuqato inay si buuxda u khaldantay isbeddelka suuqa garaafka.
Daraasadda suurtagalka ah ee uu sii daayay Syrah 2015 waxay u malaynaysaa in qiimaha garaafyada celcelis ahaan $1,000 tan inta lagu jiro noloshayda. Daraasaddan suurtagalka ah, shirkaddu waxay soo xigtay daraasad qiimo dibadda ah oo leh in graphite uu ku kici karo inta u dhaxaysa $1,000 iyo $1,600 halkii ton inta u dhaxaysa 2015 iyo 2019.
Kaliya bishii Janaayo ee sanadkan, Syrah wuxuu sidoo kale u sheegay maalgashadayaasha in qiimaha garaafyada la filayo inuu u dhexeeyo $500 iyo $600 halkii ton bilaha ugu horreeya ee 2019, isagoo intaa ku daray in qiimayaashu “kor u kici doonaan”.
Syrah wuxuu sheegay in qiimaha garaafyada uu celcelis ahaan ahaa $400 halkii ton ilaa bishii Juun 30, oo hoos uga dhacay saddexdii bilood ee hore ($ 457 halkii ton) iyo qiimaha bilaha ugu horreeya ee 2019 ($ 469 halkii ton).
Qiimaha wax-soo-saarka unugga Syrah ee Balama (marka laga reebo kharashaadka dheeraadka ah sida xamuulka iyo maamulka) waxay ahaayeen $567 halkii ton qeybtii hore ee sanadka, taasoo ka dhigan in uu jiro farqi ka badan $100 halkii ton oo u dhexeeya qiimaha hadda iyo kharashka wax soo saarka.
Dhawaan, tiro ka mid ah silsiladaha warshadaha baytariyada lithium ee Shiinaha ee liis gareysan shirkadaha ayaa soo saaray qeybtii hore ee warbixinta waxqabadka 2019. Marka loo eego tirakoobyada, 81-ka shirkadood, 45 shirkadood faa'iidadooda saafiga ah ayaa hoos u dhacday sanadba sanadka ka dambeeya. Ka mid ah 17-ka shirkadood ee agabka kor u kaca ah, 3 keliya ayaa helay kobaca faa'iidada saafiga ah sanadba sanadka ka dambeeya, 14 shirkadood faa'iidadooda saafiga ah ayaa hoos u dhacday sanadba sanadka ka dambeeya, hoos u dhacuna wuxuu ka sarreeyay 15%. Waxaa ka mid ah, faa'iidada saafiga ah ee Shengyu Mining ayaa hoos u dhacday 8390.00%.
Suuqa hoose ee warshadaha tamarta cusub, baahida loo qabo baytariyada baabuurta korontada ayaa daciif ah. Iyada oo ay saamaysay kabidda baabuurta tamarta cusub, shirkado badan oo baabuur ayaa jaray dalabka baytariga qeybtii labaad ee sanadka.
Qaar ka mid ah falanqeeyayaasha suuqa ayaa tilmaamay in iyadoo la xoojiyay tartanka suuqa iyo isdhexgalka dardargelinta silsiladda warshadaha, waxaa lagu qiyaasay in 2020, Shiinaha uu yeelan doono 20 ilaa 30 shirkadood oo batari koronto ah, in ka badan 80% ganacsiyada ayaa wajihi doona khatarta ah inay noqdaan. meesha laga saaray.
Isagoo macsalaameynaya kobaca xawaaraha sare, daahyada warshadaha lithium-ion ee soo galaya xilliga saamiyada ayaa si tartiib tartiib ah u furmaya, warshadaha ayaa sidoo kale silica. Si kastaba ha noqotee, suuqu wuxuu si tartiib tartiib ah u noqon doonaa qaan-gaar ama fadhiid, waxayna noqon doontaa waqtigii la xaqiijin lahaa.
Waqtiga post: Seb-18-2019