Muxuu Nickel waalan yahay?

XUQUUQDA:Khilaafaadka u dhexeeya sahayda iyo baahida ayaa ah mid ka mid ah sababaha kor u kaca qiimaha qiimaha nickel, laakiin ay ka dambeeyaan xaalada dhabta ah ee warshadaha, oo ay hogaaminayaan Glenn "(faaruq ah" (inta badan ". .

Dhawaan, khilaafka u dhexeeya Ruushka iyo Ukraine sida fiyuusku, London (London Sartch) Mustaqbalka Nickel ayaa ka qarxay suuq "Epic".

Khilaafaadka u dhexeeya sahayda iyo baahida ayaa ah mid ka mid ah sababaha ka dib u kacaya qiimaha nickel qiimaha, laakiin ay tahay in la wasaasimayo ku saabsan warshadaha labada dhinac ay yihiin "dibi" madhan "(badiyaa kooxda Tsinghan.

Dhamaadka suuqa suuqa ee NICE

Maarso 7, qiimaha Nickel ee LME wuxuu ka soo kacay US $ 30,000 / Ton (qiimaha furitaanka) ee US $ 50,900 / Ton (qiimaha dejinta), oo ah hal maalin oo dherer ah qiyaastii 70%.

Bishii Maarso 8, Qiimaha Nickel ee LME wuxuu sii waday SOAR, oo kor u kacay ugu badnaan $ 101,000 / tan, ka dibna ku soo noqonaya $ 80,000 / tan. Labada maalmood ee ganacsiga, qiimaha nickel ee LME ayaa kor u kacay ugu badnaan 248%.

Markay tahay 4:00 pm bishii Maarso 8, LME waxay go'aansatay inay joojiso in ay ka joojiso ka ganacsiga mustaqbalka Nickel waxaana dib loo dhigey gaarsiinta dhammaan heshiisyada qandaraasyada Nickel ee 'Nickel' oo asal ahaan loo qorsheeyay gaarsiinta Maarso 9.

Bishii Maarso 9, Kooxda Tsingshan Kooxda ayaa ka jawaabtay inay ku beddeli doonto saxanka birta ee birta ah ee taanta ah ee matte nickel, waxayna u qoondeeysay meel ku filan oo lagu keeno kanaalada kala duwan.

Bishii Maarso 10, LME waxay sheegtay inay qorsheynayeen inay ka laabato jagooyin dheer oo gaagaaban ka hor dib-u-soo-nooleynta ganacsiga naase, laakiin labada dhinacba waxay ku guuldareysteen inay si wanaagsan uga jawaabaan.

Laga soo bilaabo Maarso 11 ilaa 15, LME Nickel ayaa sii waday in la hakiyo.

Bishii Maarso 15, LME waxay ku dhawaaqday in qandaraaska Nicel uu dib u bilaabi doono ganacsiga Maarso 16 waqtiga maxalliga ah. Kooxda Tsingshan waxay cadeeyeen inay isku dubbaridi doonto iyada oo ah isku-darka dhibcaha dareeraha ah ee ku saabsan xarkaha 'Nickinshan's ee ku haynta xarkaha iyo baahida dejinta.

Marka la soo gaabiyo, Russia, sida dhoofinta muhiimka ah ee nikkel nikkel, waxaa sabab u ah dagaalka Ruushka-Yukreeniya, taasoo dhalisay in aan la siin karin LME ruushka, oo ku saabsan arrimo badan oo ay ka mid yihiin karti-la'aanta ilaha nickel ee Koonfur-bari Aasiya hab waqti ku habboon, oo ah amarada kooxda Tsingshan ee xaragada madhan ee xargaha lama bixin karo waqtiga loogu talagalay, kuwaas oo abuuray falcelin silsilad ah.

Waxaa jira astaamo kaladuwan oo ah "Trakize" Tfaf-ga gaagaaban "weli ma dhammaan, iyo isgaadhsiinta iyo ciyaarta inta u dhexeysa daneeyayaasha dheer iyo gaagaaban, LME, iyo hay'adaha maaliyadeed ay wali sii socdaan.

Qaadashadaan tan ahaan, qodobkaani wuxuu isku dayi doonaa inuu ka jawaabo su'aalahan soo socda:

1. Muxuu birta Nickel u noqotaa diiradda ciyaarta caasimada?

2. Kaalinta kheyraadka nikkelku miyey ku filan yihiin?

3. Waa immisa kordhinta qiimaha 'Nikkel' oo saameyn ku yeelan doono suuqa cusub ee tamarta tamarta?

Nickel ee batteriga korantada wuxuu noqdaa cirif cusub oo koritaan ah

Iyada oo ay la socoto horumarka degdega ah ee gawaarida tamarta cusub ee adduunka, kor u qaadida isbeddelka Nikmadan weyn ee Nickel iyo cobalt-ka hooseeya ee batteriga tinnary lithium, oo ah nikkel korantada ayaa noqday cirif cusub oo ku saabsan isticmaalka nickel.

Warshadaha ayaa saadaalinaya in 2025, awoodda korantada adduunka ay ku xisaabtami doonto qiyaastii 50%, oo ay ku xisaabtamaan in ka badan 83%, oo ah saamiga baytariyada 5-ta ka mid ah ee batteriga ah waxay hoos u dhici doonaan 17%. Baahida loo qabo Nikkel ayaa sidoo kale ka soo kordha 66,000 tan 2020 illaa 620,000 tan oo ah 2025, oo celcelis ahaan heerka koboca kobaca ee sanadlaha ah ee 48% afarta sano ee soo socota.

Marka loo eego saadaasha, baahida caalamiga ah ee loo qabo nikkel awoodeed ayaa sidoo kale ka soo kordhin doona wax ka yar 7% xilligan la joogo ilaa 230.

Sida hogaamiyaha caalamiga ah ee gawaarida tamarta cusub, Tesla's "Nickel hoy" ayaa ku dhawaad ​​waalan. Madaxa shirkadda Tesla Musk ayaa sidoo kale xusay marar badan in nickel ceyriinka ceyriinka ah ay yihiin dhalada ugu weyn ee TSLA.

Gagog Lithium ayaa ogaadey in ilaa 2021, Tesla ay si gaar ah ula shaqaysay shirkad cusub oo ay weheliyaan Plouther New Ploles, Brazil Vales, iwm Miner Miner Miner Tilmaam, iwm. Dhowr heshiis oo muddada dheer ah ee sahayda muddada dheer loogu talagalay nickel waxay diirada saarayaan.

Intaas waxaa sii dheer, shirkadaha ku jira silsiladda warshadaha batteriga ee korantada sida catl, gem, Huayou Cobalt, Zhongwei, iyo kooxda Tsingshan ayaa sidoo kale kordhinaya xakamaynta ilaha nikkel.

Taas macnaheedu waa in la xakameynayo ilaha nikkel ee nikkelku uu u dhigmo inuu tikidhada tigidhada illaa xarkaha doollarka.

Glennee waa ganacsatada ugu weyn adduunka iyo mid ka mid ah dib-u-warshadaynta adduunka iyo kuwa ugu waaweyn adduunka ee agabyada ay ku jiraan naasaha, oo leh gundhig hawlo macdanta laxiriirta ee Kanada, Norway, Australia iyo New Coledoniya. hantida. Sanadkii 2021, dakhliga shirkadda ee shirkadda Nickel ee shirkadda Nickel wuxuu noqon doonaa $ 2.816 bilyan, oo ah sanad-sano-sano-sano-sano-sano.

Sida laga soo xigtay xogta LME, tan iyo bishii Janaayo 10, 2022, saamiga rasiidhada Warehouse ee Nickel mustaqbalka ee ay si tartiib tartiib ah u kordheen 30% ilaa 39%, tirada guud ee rasiidhada Warehouse ayaa dhaaftay 90% .

Sida laga soo xigtay baaxaddan, suuqa ayaa u maleynaya in dibida ciyaartan gaagaaban ay u badan tahay inay yihiin Glule.

Dhinac, kooxdii Tsingnhan ayaa ku jabtay tikniyoolajiyadda diyaarinta ee "NPI Pirtal Pirtan ee 'Nickel', oo la filayo inuu ku wareejiyo saameynta nikkel sulfate ee nikkel saafi ah (Iyada oo aan lahayn nikkel aan ka yarayn 99.8%, oo sidoo kale loo yaqaan "nikkel koowaad).

Dhanka kale, 2022 waxay noqon doontaa sanadka markii mashruuca cusub ee kooxda Tsinghan ee Indonesia ay ku shaqeyn doonto. Tsingshankaan wuxuu leeyahay filashooyin koritaan adag oo ku saabsan wax soo saarkiisa waxsoosaarkiisa ee loo yaqaan 'waxsoosaarkiisa uu u gaarka yahay dhismaha. Bishii Maarso 2021, Tsingshan wuxuu la saxiixday Heshiis Sare oo Sare Matte Matte Hereal Cobalt iyo Zhongwei Cobalhan, Ltdghan ayaa siiya 60,000 tan oo ah zhongwei Cobalt iyo 40. Tins to zhongwei Cobalt iyo 40. Ltd. Hal sano gudahood laga bilaabo Oktoobar 2021 . Nickel Sare Matte.

Waa in la tilmaamaa in shuruudaha LME ee loo baahan yahay alaabta keenida nikkelku ay nadiif yihiin nikkel saafi ah, oo matte nickel sare waa shey dhexdhexaad ah oo aan loo isticmaali karin. Qiyaalka saafiga ah ee nikkel saafiga ah ayaa inta badan laga keenaa Ruushka. Nickel Ruushku wuxuu ka mamnuucay inuu ganacsado sababta oo ah dagaalka Ruushka-Yukreeniya, oo ku sujuudaya agabka Nickel ee aadka u yar ee adduunka, oo uu qirtay Qingshan khatarta "wax alaab ah oo lagu hagaajinayo".

Si sax ah ayey u tahay sababtaas oo ciyaarta gaaban ee birta Nickel ay dhow tahay.

Kaydka Nickel ee caalamiga ah iyo sahay

Sida laga soo xigtay sahanka Mareykanka ee Mareykanka (USGS), ilaa dhammaadkii 2021, kaydka Nickel Nickel (kaydka la xaqiijiyay ee dhigaalka ku saleysan dhulka) waa qiyaastii 95 milyan oo tan ah.

Waxaa ka mid ah, Indonesia iyo Australia waxay leeyihiin ilaa 21 milyan oo tan oo siday ah u kala horreeyaan, xisaabaadka 22%, oo ay darajaynayaan labada ugu sareysa; Brazil waxay akoonnada ugu badan ka qaadataa 17% kaydka Nickel ee 16 milyan oo tan, darajada saddexaad; Ruushka iyo Filibiin ayaa ah 8% iyo 5% siday u kala horreeyaan. %, ayaa galay kaalinta afaraad ama shanaad. Wadamada Top5 waxay ku xisaabtamaan 74% ee ilaha Nickel ee adduunka.

Keydka Nickeelka ee Shiinaha waa qiyaastii 2.8 milyan oo tan, oo ku saabsan 3%. Macaamil weyn oo ah sayidka nikkel, Shiinaha ayaa si weyn ku tiirsan dhoofinta ilaha Nikkel ee Nikkel, oo leh heerka soo dejinta in ka badan 80% sanado badan.

Marka loo eego nooca ore, nikkel nikkel ah ayaa inta badan loo qaybiyaa nikkel sulfide iyo nickel-ka dhadhanka, oo leh saamiga qiyaastii 6: 4. Kii hore waxaa badanaa ku yaal Australia, Ruushka iyo gobollada kale, kan dambena inta badan wuxuu ku yaal Indonesia, Brazil, Filibiin, Filibiin iyo Gobollo kale.

Sida ku xusan suuqa arjiga, baahida ugu hooseysa ee Nickel waa soo saarista bir bir ah, alloy-yada iyo awoodaha korantada. Xisaabaadka birta ah ee birta ah ee ku dhawaad ​​72%, alldos iyo xargaha koontada qiyaastii 12%, iyo nikkel loogu talagalay baytariyada waa qiyaastii 7%.

Markii hore, waxaa jiray labo wado oo saxaafadeed oo madax-bannaan oo ku jira silsiladda sahayda Nickel-Nickel-Nickel-Nickel Iron / Nickel Iron-Syzel-sult-sult-batteriga "".

Isla mar ahaantaana, sahayda iyo baahida loo baahan yahay suuqa Nickel ee Nikkel ayaa sidoo kale si tartiib tartiib ah u wajahan isku dheelitirnaan qaab-dhismeedka. Dhinac, tiro aad u badan oo ka mid ah mashaariicda doofaarka ee Nickel ee ay soo saareen geedi socodka RKEF ayaa la shaqeynayay, taasoo dhalisay in qaraabo qaraabo ah oo bir ah doofaarka doofaarka ee nickel. Dhanka kale, oo uu wado horumarinta deg-degga ah ee gawaarida cusub ee tamarta, baytariyada koritaanka nikkel ee Nikkel ayaa sababay yaraanta ehelka ah ee nikkel saafi ah.

Xogta laga soo qaatay Xafiiska World World Warbixinta tirakoobka birta ayaa muujisay in ay jiri doonaan wax dheeri ah oo ah 84,000 tan oo nikkel ah 2020. Laga bilaabo 2021, baahida nickel ee caalamiga ah ayaa si weyn u kici doona. Iibinta gawaarida cusub ee tamarta cusub ayaa u kaxeeyey koritaanka istcifaaq ee cabitaanka ee Niktel ee Nikkerka, iyo sahayda yaraanta suuqa Nickel ee adduunka ayaa gaari doonta 144,300 tan 2021.

Si kastaba ha noqotee, oo ay la socdaan horumarka tikniyoolajiyadda wax soo saarka ee wax-ku-meel-gaarka ah, wadada sahayda ee dhismaha ee kor lagu soo xusay ayaa la jabay. Marka hore, fasalka hoose ee dhallaanka ah wuxuu soo saari karaa Nick Sulfate wax soo saarka dhexe ee qoyan ee nidaamka HPAL; Midda labaad, dib-u-dhac dambe oo jilicsan ayaa soo saari kara habka doofaarka ee 'rkef pyf pyrotechnic', ka dibna ka gudubka badalka 'ryrotcherter', oo uu ku dhaco sawir-matte fasalka sare, kaas oo isbedel ah wuxuu soosaaraa nickel sulfate. Waxay xaqiiqsataa suurtagalnimada in la codsado arjiga Nickel ee Nickel ee NICKEL ORE ee warshadaha tamarta cusub.

Waqtigan xaadirka ah, mashaariicda wax soo saarka ee la adeegsanayo tikniyoolajiyadda HPAL waxaa ka mid ah Ramu, MoA, Coral Bay, Mashruuca Qingmegang ee uu maalgeliyey CATL iyo Qingmeirang Mashruuc ay maalgashadeen Huayou Cobalt, iyo Hufei nickel -Cobalt Mashruuc uu maalgashiga uu ku sameeyay Yiwei waa dhammaan mashaariicda habraaca Han.

Intaas waxaa sii dheer, Mashruuca Sare ee Nickte ee uu hogaaminayo kooxda Tsinghan Group ayaa la shaqeynayay, kaas oo sidoo kale u furay farqiga u dhexeeya nickel-ka mar dambe iyo nickel sulfate oo u dhexeeya birta hilibka doofaarka ee u dhexeeya birta aan caadiga ahayn.

Aragtida warshadaha ayaa ah in muddada gaaban, sii deynta awoodda wax soo saarka Nikkel ee sareeya ee aan weli la gaarin weynaanshaha farqiga keenida cunsuriyada nikkel, iyo koritaanka samafalka nikkel sulfate-ka weli waxay kuxirantahay kala noqoshada nickel asaasiga ah sida digirta nickel / budada nickel. Joogto isbeddel adag.

Waqti dheer, isticmaalka nikkel ee ku yaal aqallada dhaqameed sida bir aan sal lahayn ayaa sii watay koboc joogto ah, iyo isbeddelka kobaca degdega ah ee batteriga korantada ternary waa hubaal. Isugeynta wax soo saarka ee 'Nickel doofaarka' Nickel Pig-Highl Miste 'waa la siidaayay, mashruuca habraaca HPAL wuxuu gali doonaa muddada waxsoosaarka ballaaran ee 2023. mustaqbal.

Saamaynta qiimaha Nikkel ee ku saabsan suuqa cusub ee tamarta tamarta

Xaqiiqdii, sababta oo ah qiimaha cirka ah ee nickel, Moodelka Tesla 3 Nooca Waxqabadka Sare leh iyo Nooca Sare ee Nolosha, oo labaduba ay labadaba ku kordheen 10,000 yuan.

Sida laga soo xigtay 'GWW' ee 'nickel' oo ah bateriga lithary lithium) bir bir ah oo nikkel ah. Markaas qiimaha unug ee nikkelku wuxuu ku kordhayaa 10,000 yuan halkii birta, taas oo micnaheedu yahay in qiimaha batteriga tinnuya lithium per 'ee GWW-da GWWE GWWE GWWENTES PEAR GWWES PERWN waxay kordhaan qiyaastii 5 milyan oo yuan ilaa 7.5 milyan oo yuan.

Qiyaasta qallafsan ayaa ah in markii qiimaha nickel uu yahay $ 50,000 / tan, qiimaha 'Tesla Moodel Model 3 (76.8kway) ay ku kordhin doonto 10,800 yuan; Oo markii qiimahoodu ku fuulo US $ 100,000 / tan, qiimaha Moomka Tesla 3 wuu sii kordhayaa. Koror ku dhawaad ​​28,000 yuan.

Laga soo bilaabo 2021, iibinta caalamiga ah ee gawaarida cusub ee tamarta cusub ayaa la dhigay, oo suuqa lagu buufiyo baytariyada korantada ee 'nikcel' ee sareeya ayaa dardar geliyay.

Gaar ahaan, moodooyinka dhamaadka sare ee gawaarida korantada ee dibedda ah badiyaa waxay qaataan dariiqa tikniyoolajiyada ee sareeya, oo horseeday koror la taaban karo oo ku saabsan awoodda la rakibay ee suuqa ugu sarreeya, oo ay ku jiraan biraha, pnasonic, LG tamar, LG Energy. Samsung SDI, Ski iyo Shirkadaha Batter-ka ee Hogaanka ee Shiinaha, Japan iyo South Korea.

Marka laga hadlayo saameynta, dhinaca kale, beddelka hadda jira ee inugga doofaarka ee birta ah ee ugu sareeya nickte ee sareeya Nickel Qiimaha Nickel ayaa sii kordhaya, kaas oo kicin doona awoodda wax soo saarka ee Mashaariicda ugu sarreysa ee Matte Miste si loo dardar geliyo wax soo saarka.

Dhanka kale, sababta oo ah qiimaha wax ka sareeya, baabuurta cusub ee tamarta cusub waxay bilaabeen inay kor ugu qaadaan qiimaha si wada jir ah. Warshadaha ayaa guud ahaan ka walwalsan in haddii qiimaha nikkel ee "nikkel" ay sii wadaan inay hallino, wax soo saarka iyo iibinta moodooyinka ugu sarreeya ee gawaarida cusub ee tamarta cusub ee tamarta leh way kordhi karaan ama xadidi karaan sanadkan.


Waqtiga Post: apr-12-2022