Ka la 10 Loetse, tsebiso e tsoang ho Australian Stock Exchange e ile ea fokela moea o batang 'marakeng oa graphite. Syrah Resources (ASX: SYR) e re e rerile ho nka "mohato hang-hang" ho sebetsana le ho theoha ka tšohanyetso ha theko ea graphite 'me e re litheko tsa graphite li ka' na tsa theoha le ho feta hamorao selemong sena.
Ho fihlela joale, lik'hamphani tsa graphite tse thathamisitsoeng tsa Australia li tlameha ho kena "mokhoeng oa mariha" ka lebaka la liphetoho tse teng tikolohong ea moruo: ho fokotsa tlhahiso, ho theola thepa le ho fokotsa litšenyehelo.
Syrah e oetse tahlehelong selemong se fetileng sa lichelete. Leha ho le joalo, tikoloho ea 'maraka e ile ea senyeha hape, ea qobella k'hamphani ho fokotsa haholo tlhahiso ea graphite morafong oa Balama Mozambique karolong ea bone ea 2019, ho tloha ho lithane tsa pele tsa 15,000 ka khoeli ho ea ho lithane tse ka bang 5,000.
Khampani e tla fokotsa boleng ba buka ea merero ea eona ka lidolara tse limilione tse 60 ho isa ho lidolara tse limilione tse 70 litlalehong tsa nakoana tsa lichelete tsa selemo le selemo tse lokollotsoeng hamorao bekeng ena 'me "hang-hang e hlahlobe phokotso ea meralo ea Balama le khamphani kaofela".
Syrah e hlahlobile leano la eona la ts'ebetso ea 2020 mme e bonts'a takatso ea ho fokotsa tšebeliso ea chelete, ka hona ha ho na tiiso ea hore tlhahiso ena ea tlhahiso e tla ba ea ho qetela.
Graphite e ka sebelisoa e le lisebelisoa bakeng sa li-anode ka libeteri tsa lithium-ion ho li-smartphones, likhomphutha tsa libuka, likoloi tsa motlakase le lisebelisoa tse ling tsa elektroniki, hape e sebelisoa lisebelisoa tsa polokelo ea matla a grid.
Litheko tse phahameng tsa graphite li khothalelitse chelete e ngata ho kena mererong e mecha ka ntle ho China. Lilemong tse 'maloa tse fetileng, tlhokahalo e ntseng e hlaha e khothalelitse ho phahama ho hoholo ha litheko tsa graphite le ho bula merero e mengata ea lehae le ea machabeng bakeng sa lik'hamphani tsa Australia.
(1) Lisebelisoa tsa Syrah li qalile tlhahiso ea khoebo merafong ea Balama graphite e Mozambique ka January 2019, ho hlōla ho tima libeke tse hlano ka lebaka la mathata a mollo le ho fana ka lithane tse 33,000 tsa graphite e mahoashe le graphite e ntle karolong ea December.
(2) Perth-based Grapex Mining e amohetse kalimo ea $ 85 milione (A$121 milione) ho tsoa Castlelake selemong se fetileng ho ntšetsa pele morero oa eona oa graphite oa Chilalo Tanzania.
(3) Mehloli ea Liminerale e sebelisane le Sehlopha sa Hazer ho theha setsi sa tlhahiso ea graphite ea maiketsetso Kwinana, Australia Bophirimela.
Ho sa tsotellehe sena, Chaena e tla lula e le naha e ka sehloohong bakeng sa tlhahiso ea graphite. Kaha graphite e chitja e bitsa chelete e ngata ho e etsa, ho sebelisoa li-acid tse matla le li-reagents tse ling, tlhahiso ea khoebo ea graphite e lekanyelitsoe Chaena. Likhamphani tse ling kantle ho China li leka ho theha phepelo e ncha ea graphite e chitja e ka amohelang mokhoa o baballang tikoloho, empa ha ho so netefatsoe hore tlhahiso ea Khoebo e qothisana lehlokoa le China.
Phatlalatso ea morao-rao e senola hore Syrah e bonahala e sa nahane ka ho feletseng mokhoa oa 'maraka oa graphite.
Boithuto bo ka khonehang bo lokollotsoeng ke Syrah ka 2015 bo nka hore litheko tsa graphite li lekana le $1,000 ka tone nakong ea bophelo ba ka. Boithutong bona ba ho khonahala, k'hamphani e qotsitse boithuto ba theko ea kantle e re graphite e ka bitsa chelete e pakeng tsa $1,000 le $1,600 ka tone lipakeng tsa 2015 le 2019.
Ka Pherekhong selemong sena, Syrah o ile a boela a bolella batseteli hore litheko tsa graphite li lebelletsoe ho ba lipakeng tsa $ 500 le $ 600 ka tone likhoeling tse 'maloa tse qalang tsa 2019, a eketsa ka hore litheko li tla "nyoloha".
Syrah o re litheko tsa graphite li se li le $400 ka tone ho tloha ka la 30 Phuptjane, ho theoha ho tloha likhoeling tse tharo tse fetileng ($ 457 ka tone) le litheko tsa likhoeli tse 'maloa tsa pele tsa 2019 ($ 469 ka tone).
Litšenyehelo tsa tlhahiso ea yuniti ea Syrah ho Balama (ntle le litšenyehelo tse eketsehileng tse kang thepa le tsamaiso) e ne e le $ 567 ka tonne halofo ea pele ea selemo, e leng se bolelang hore ho na le lekhalo la chelete e fetang $ 100 ka tonne pakeng tsa theko ea hona joale le litšenyehelo tsa tlhahiso.
Haufinyane tjena, lik'hamphani tse ngata tsa China tse thathamisitsoeng ketane ea betri ea lithium li lokolitse halofo ea tsona ea pele ea tlaleho ea ts'ebetso ea 2019. Ho ea ka lipalo-palo, har'a lik'hamphani tse 81, phaello ea kakaretso ea lik'hamphani tse 45 e ile ea theoha selemo le selemo. Har'a lik'hamphani tse 17 tse holimo, ke tse 3 feela tse fihletseng kholo ea phaello ea selemo le selemo, phaello ea kakaretso ea lik'hamphani tse 14 e ile ea theoha selemo le selemo, 'me phokotseho e bile ka holimo ho 15%. Har'a bona, phaello ea chelete ea Shengyu Mining e theohile ka 8390.00%.
Mmarakeng o ka tlaase oa indasteri e ncha ea matla, tlhokahalo ea libeteri tsa likoloi tsa motlakase e fokola. Li angoa ke thuso ea likoloi tse ncha tsa matla, lik'hamphani tse ngata tsa likoloi li khaola li-betri tsa tsona karolong ea bobeli ea selemo.
Bahlahlobisisi ba bang ba mebaraka ba bontšitse hore ka tlholisano e matlafalitsoeng ea 'maraka le kopanyo e potlakileng ea ketane ea indasteri, ho hakanngoa hore ka 2020, China e tla ba le lik'hamphani tse 20 ho isa ho tse 30 tsa betri ea motlakase,' me likhoebo tse fetang 80% li tla tobana le kotsi ea ho ba teng. felisitsoe.
Ha re lumelisa kholo ea lebelo le phahameng, lesira la indasteri ea lithium-ion le kenang nakong ea setoko le ntse le buloa butle, mme indasteri le eona e ntse e utloa bohloko. Leha ho le joalo, 'maraka o tla fetoha butle-butle ho hōla kapa ho tsitsa,' me e tla ba nako ea ho netefatsa.
Nako ea poso: Sep-18-2019