NgoSepthemba 10, isaziso esivela e-Australian Stock Exchange saphephula umoya obandayo emakethe ye-graphite. I-Syrah Resources (ASX: SYR) ithe ihlela ukuthatha "isinyathelo esisheshayo" sokubhekana nokwehla okungazelelwe kwamanani e-graphite futhi yathi amanani e-graphite angase ehle kakhulu ngokuhamba kwesikhathi kulo nyaka.
Kuze kube manje, izinkampani zase-Australia ezisohlwini lwe-graphite kufanele zingene "kwimodi yasebusika" ngenxa yezinguquko esimweni somnotho: ukunciphisa ukukhiqizwa, ukuchithwa, nokunciphisa izindleko.
I-Syrah iwele ekulahlekelweni onyakeni wezimali odlule. Kodwa-ke, isimo semakethe saphinde sawohloka futhi, kwaphoqa inkampani ukuthi yehlise kakhulu ukukhiqizwa kwe-graphite emayini yase-Balama e-Mozambique engxenyeni yesine yonyaka wezi-2019, isuka kumathani ayi-15,000 okuqala ngenyanga iye kumathani angaba ngu-5,000.
Le nkampani izophinde yehlise inani lezincwadi zamaphrojekthi ayo ngamaRandi ayizigidi ezingu-60 kuya ku-$70 wezigidi ezitatimendeni zesikhashana zezimali zonyaka ezikhishwe ngasekupheleni kwaleli sonto futhi "ngokushesha ibuyekeze okunye ukwehla kwezindleko ze-Balama nayo yonke inkampani".
I-Syrah ibuyekeze uhlelo lwayo lokusebenza lwango-2020 futhi yaveza isifiso sokunciphisa ukusetshenziswa kwemali, ngakho-ke asikho isiqinisekiso sokuthi lokhu kuncishiswa kokukhiqiza kuzoba okokugcina.
I-graphite ingasetshenziswa njengempahla ye-anode kumabhethri e-lithium-ion kuma-smartphones, amakhompyutha we-notebook, izimoto zikagesi namanye amadivaysi kagesi, futhi isetshenziswa kumadivayisi wokugcina amandla egridi.
Amanani aphezulu e-graphite akhuthaze imali ukuthi ingene kumaphrojekthi amasha ngaphandle kweChina. Eminyakeni embalwa edlule, isidingo esikhulayo sigqugquzele ukunyuka okukhulu kwamanani e-graphite futhi kwavulela izinkampani zase-Australia amaphrojekthi amaningana asekhaya nakwamanye amazwe.
(1) I-Syrah Resources iqale ukukhiqizwa kwezentengiselwano emayini ye-Balama graphite e-Mozambique ngoJanuwari 2019, inqoba ukucisha ugesi okwathatha amasonto amahlanu ngenxa yezinkinga zomlilo kanye nokuletha amathani angu-33,000 e-graphite eqinile ne-fine graphite ngekota kaDisemba.
(2) I-Perth-based Grapex Mining yathola imali ebolekiwe engu-$85 million (A$121 million) evela eCastlelake ngonyaka odlule ukuze kuthuthukiswe iphrojekthi yayo ye-Chilalo graphite eTanzania.
(3) IMineral Resources ihlanganyele neQembu le-Hazer ukuze kusungulwe imboni yokwenziwa ye-graphite eKwinana, eNtshonalanga ye-Australia.
Naphezu kwalokhu, i-China izohlala iyizwe eliyinhloko lokukhiqiza i-graphite. Ngenxa yokuthi i-graphite eyindilinga iyabiza ukuyikhiqiza, kusetshenziswa ama-asidi aqinile nezinye izixube, ukukhiqizwa kwezentengiselwano kwegraphite kukhawulelwe eShayina. Ezinye izinkampani ezingaphandle kwaseShayina zizama ukwakha uchungechunge olusha lokuhlinzeka nge-graphite oluyindilinga olungasebenzisa indlela evumelana nemvelo, kodwa akufakazelwanga Ukukhiqizwa Kwezentengiso kuncintisana neChina.
Isimemezelo sakamuva sibonisa ukuthi i-Syrah ibonakala ihlulele ngokuphelele inkambiso yemakethe ye-graphite.
Ucwaningo olunokwenzeka olukhishwe yi-Syrah ngo-2015 luthatha ukuthi amanani e-graphite aphakathi kuka-$1,000 ngethani ngesikhathi sempilo yami. Kulolu cwaningo lokuthi kungenzeka yini, inkampani icaphune ucwaningo lwamanani angaphandle ithi i-graphite ingabiza phakathi kuka-$1,000 no-$1,600 ngethani phakathi kuka-2015 no-2019.
NgoJanuwari walo nyaka, u-Syrah uphinde watshela abatshalizimali ukuthi amanani e-graphite kulindeleke ukuthi abe phakathi kuka-$500 no-$600 ngethani ezinyangeni ezimbalwa zokuqala zika-2019, wengeza ngokuthi amanani "azokhuphuka".
USyrah uthe amanani e-graphite afinyelele ku- $ 400 ngethani kusukela ngoJuni 30, phansi kusukela ezinyangeni ezintathu ezedlule ($ 457 ngethani) kanye nezintengo zezinyanga ezimbalwa zokuqala zika-2019 ($ 469 ngethani).
Izindleko zokukhiqiza iyunithi ye-Syrah e-Balama (ngaphandle kwezindleko ezengeziwe ezifana nempahla nokuphatha) bezingu-$567 ithani ngalinye engxenyeni yokuqala yonyaka, okusho ukuthi kunegebe elingaphezu kuka-$100 ngethani phakathi kwamanani amanje nezindleko zokukhiqiza.
Muva nje, izinkampani eziningi zaseChina ezisohlwini lwezinkampani ze-lithium battery zikhiphe ingxenye yazo yokuqala yombiko wokusebenza ka-2019. Ngokwezibalo, phakathi kwezinkampani ezingama-81, inzuzo yezinkampani ezingama-45 yehla unyaka nonyaka. Phakathi kwezinkampani zezinto ezisetshenziswayo eziyi-17 ezikhuphuka nomfula, zi-3 kuphela ezizuze ukukhula kwenzuzo yonke unyaka nonyaka, inzuzo yezinkampani eziyi-14 yehla unyaka nonyaka, futhi ukwehla kwaba ngaphezu kuka-15%. Phakathi kwazo, inzuzo eyinsalela yeShengyu Mining yehle ngo-8390.00%.
Emakethe engezansi yemboni yamandla entsha, isidingo samabhethri ezimoto zikagesi sibuthakathaka. Zithintwe uxhaso lwezimoto ezintsha zamandla, izinkampani eziningi zezimoto zinqamule ama-oda azo ebhethri engxenyeni yesibili yonyaka.
Abanye abahlaziyi bezimakethe baveze ukuthi ngokuncintisana kwemakethe okuqinisiwe kanye nokuhlanganiswa okusheshayo kochungechunge lwezimboni, kulinganiselwa ukuthi ngonyaka ka-2020, iChina izoba nezinkampani zamabhethri anamandla angama-20 kuye kwangama-30 kuphela, kanti amabhizinisi angaphezu kwama-80% azobhekana nengozi yokuba. kuqedwe.
Ukuvalelisa ukukhula ngesivinini esikhulu, ikhethini lemboni ye-lithium-ion engena enkathini yesitoko ivuleka kancane, futhi imboni nayo iyahlupheka. Kodwa-ke, imakethe kancane kancane izophendukela ekuvuthweni noma ekumeni, futhi kuzoba yisikhathi sokuqinisekisa.
Isikhathi sokuthumela: Sep-18-2019