Qhov nce nyob rau ntawm tus nqi qaij muaj peev tau dhau qhov kev cia siab thiab tuaj yeem rov qab mus rau theem tsis meej pem

Hauv lub quarter thib ob ntawm 2020, tag nrho cov khoom siv los ntawm cov khoom lag luam ntawm cobalt cov khoom lag luam muaj 16,800 tons ntawm cov hlau, ib xyoo ntawm ib xyoo txo ​​19%. Ntawm lawv, tag nrho cov ntshuam ntawm cov cobalt ore yog 0.01 lab tons ntawm cov hlau, ib qho cuam tshuam 92% xyoo-xyoo; Kev suav tag nrho ntawm kev ua tiav ntawm cobalt ntub dej sib luag ntawm cov khoom lag luam nruab nrab yog 15,800 tons, ib xyoos dhau ib xyoos ntawm 15%; tag nrho cov ntshuam tsis siv dawb ntawm cov cobalt yog 0.08 lab tons ntawm cov hlau, Ib xyoo nce ntawm 57% xyoo.

Kev hloov pauv ntawm tus nqi ntawm SMM cobalt cov khoom txij thaum Lub Tsib Hlis 8 txog rau Lub Xya Hli 31, 2020

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Cov ntaub ntawv los ntawm SMM

Tom qab nruab nrab Lub Rau Hli, qhov piv ntawm electrolytic cobalt rau cobalt sulfate maj txog mus rau 1, feem ntau yog vim muaj qhov maj mam rov qab los ntawm kev thov ntawm cov khoom siv roj teeb.

SMM cobalt cov nqi khoom sib piv txij Lub Tsib Hlis 8 mus txog Lub Xya Hli 31st, 2020

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Cov ntaub ntawv los ntawm SMM

Tib qho tseem ceeb uas txhawb nqa tus nqi nce txij li lub Tsib Hlis mus txog Lub Rau Hli xyoo no yog South Africa lub chaw nres nkoj kaw thaum lub Plaub Hlis, thiab cov khoom noj khoom haus cobalt hauv tsev raug nruj txij lub Tsib Hlis txog Lub Rau Hli. Txawm li cas los xij, cov ntsiab lus ntawm cov khoom lag luam smelted hauv cov khoom lag luam hauv tsev tseem yog them nyiaj tshaj, thiab cov cobalt sulfate tau pib ua rau lub hli ntawd, thiab cov hauv paus tau ua kom zoo dua. Qhov kev thov nqes qis tsis tau muaj kev txhim kho zoo, thiab qhov kev thov rau 3C digital cov hluav taws xob tau nkag mus rau lub caij so rau lub sijhawm rau kev yuav khoom, thiab tus nqi nce tau me me.

Txij li lub Ib Hlis Ib Hlis xyoo no, cov ntsiab lus txhawb nqa tus nqi nce tau nce ntxiv:

1. Cobalt raw khoom muab lus xaus:

Cov kev kis kab mob tshiab ntawm teb chaws Africa yog qhov mob hnyav, thiab cov neeg muaj pov thawj nyob hauv thaj chaw mining tau tshwm sim ib qho dhau ib zaug Kev tsim khoom tsis tau cuam tshuam rau lub sijhawm. Txawm hais tias kev tiv thaiv kev kis mob thiab kev tswj hwm hauv thaj chaw tsuas yog nruj thiab qhov tshwm sim ntawm cov kev sib kis loj ntawm cov kev kis tau yog qhov me me, kev lag luam tseem txhawj xeeb.

Tam sim no, South Africa cov chaw nres nkoj muaj peev xwm muaj kev cuam tshuam loj tshaj plaws. South Africa yog tam sim no lub teb chaws cuam tshuam ntau tshaj nyob hauv Africa. Tus naj npawb ntawm cov kis tau pom zoo tau tshaj 480,000, thiab tus lej ntawm cov kev kuaj mob tshiab tau nce los ntawm 10,000 tauj ib hnub. Nws to taub tias txij li South Africa tau tshem cov kev txwv rau lub Tsib Hlis 1, qhov chaw nres nkoj tau qeeb qeeb, thiab lub sijhawm thauj khoom ntxov tshaj plaws tau xa tawm thaum ib nrab Lub Tsib Hlis; qhov chaw nres nkoj muaj peev xwm txij lub Rau Hli mus txog Lub Xya Hli yog tsuas yog 50-60% ntawm lub peev xwm ib txwm; raws li cov lus tawm tswv yim los ntawm cobalt cov khoom siv raw, Vim tias lawv cov chaw thauj mus los tshwj xeeb, kev xa khoom ntawm cov neeg xa khoom tseem ceeb tib yam li lub sijhawm dhau los, tab sis tsis muaj kev txhim kho. Nws cia siab tias qhov xwm txheej yuav txuas ntxiv tsawg kawg hauv ob lossis peb lub hlis tom ntej; qee cov neeg muab khoom siv 'lub yim hli ntuj xa khoom xaib tsis ntev dhau los, thiab lwm yam khoom siv thiab cobalt Raw cov ntaub ntawv txeeb cov peev txheej ntawm South Africa cov chaw nres nkoj tsawg tsawg.

Hauv lub quarter thib ob ntawm 2020, tag nrho cov khoom siv los ntawm cov khoom lag luam ntawm cobalt cov khoom lag luam muaj 16,800 tons ntawm cov hlau, ib xyoo ntawm ib xyoo txo ​​19%. Ntawm lawv, tag nrho cov ntshuam ntawm cov cobalt ore yog 0.01 lab tons ntawm cov hlau, ib qho cuam tshuam 92% xyoo-xyoo; Kev suav tag nrho ntawm kev ua tiav ntawm cobalt ntub dej sib luag ntawm cov khoom lag luam nruab nrab yog 15,800 tons, ib xyoos dhau ib xyoos ntawm 15%; tag nrho cov ntshuam ntawm cov hmoov av tsis txaus yog 0.08 lab tons ntawm cov hlau. Nce ntawm 57% xyoo-rau-xyoo.

Tuam Tshoj cov khoom lag luam cobalt pib txij lub Ib Hlis 2019 txog Lub Yim Hli 2020

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Cov ntaub ntawv los ntawm SMM & Suav Kev Cai

Tsoomfwv Asmeskas thiab kev lag luam yuav txhim kho lawv cov tw nyom. Raws li cov xov xwm hauv kev lag luam, txij li lub Yim Hli xyoo no, nws yuav tswj thiab tswj hwm cov khawb hlau. Lub sijhawm rectification yuav cuam tshuam qhov ntshuam ntawm qee co coalt raw cov khoom nyob rau lub sijhawm luv luv, uas ua rau cov khoom siv nruj. Txawm li cas los xij, txhua xyoo cov khoom siv ntawm ore los ntawm txhais tes, raws li cov ntaub ntawv tsis tiav, suav txog kwv yees li 6% -10% ntawm tag nrho cov khoom thoob ntiaj teb ntawm cobalt raw khoom, uas muaj kev cuam tshuam me ntsis.

Yog li ntawd, cov khoom lag luam cobalt hauv tsev tseem ua kom nruj, thiab nws yuav txuas ntxiv yam tsawg 2-3 lub hlis tom ntej. Raws li kev soj ntsuam thiab kev txiav txim siab, cov khoom lag luam cobalt nyoos hauv tsev nyob yog kwv yees li 9,000-11,000 tons ntawm cov tons hlau, thiab cov khoom noj khoom haus hauv tsev cobalt yog kwv yees li 1-1.5 lub hlis, thiab cov khoom qub cobalt rau cov khoom lag luam muaj 2- Lub Peb Hlis Ntuj. Kev kis mob tseem tau nce cov nqi zais ntawm cov tuam txhab tsuas, ua cov cobalt cov khoom siv raw khoom tsis kam muag, nrog rau kev txiav txim tsawg tsawg, thiab tus nqi nce ntxiv.

2. Smelted khoom muab sab:

Noj cov cobalt sulfate ua piv txwv, Tuam Tshoj tus cobalt sulfate tau pib ua kom muaj kev sib npaug ntawm cov khoom thiab cov neeg xav tau thaum Lub Xya Hli, thiab kev ua lag luam cov zaub mov qis cobalt sulfate tau txhawb kev txhim kho nce toj dua ntawm cobalt sulfate lwm tus neeg.

Txij Lub Xya Hli 2018 txog Lub Xya Hli 2020 E Tuam Tshoj Cobalt Sulfate Ntsuas Cov Seem Ntsuas

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Cov ntaub ntawv los ntawm SMM

3. Lub davhlau ya nyob twg thov sab

3C digital davhlau ya nyob twg nkag mus rau qhov siab tshaj plaws ntawm kev tsim kom tau thiab cov khoom lag luam hauv ib nrab xyoo. Rau cov ntug dej cobalt ntsev cov zaub thiab cov cobalt tetroxide tuam ntxhab, qhov thov xav tau kev txhim kho mus ntxiv. Txawm li cas los xij, nws tau nkag siab tias cov khoom lag luam ntawm cobalt raw khoom hauv cov roj teeb hluav taws xob tseem ceeb yog tsawg kawg 1500-2000 hlau tons, thiab tseem muaj cov cobalt raw khoom nkag mus rau qhov chaw nres nkoj ua tau zoo txhua lub hlis. Cov khoom lag luam tawm khoom lag luam ntawm cov roj ntsha lithium cobalt oxide manufacturers thiab cov roj teeb ntawm lub tshuab hluav taws xob yog siab tshaj qhov uas muaj cov nplauv roj ntses thiab cobalt tetroxide. Kev xav zoo, tau kawg, tseem muaj kev txhawj xeeb me ntsis txog kev tuaj tom qab ntawm cobalt cov ntaub ntawv nyoos rau Hong Kong.

Kev thov ntawm ternary tab tom pib sawv, thiab kev cia siab tau zoo zuj zus nyob rau xyoo thib ob ntawm lub xyoo. Xav tias kev yuav khoom ntawm ternary los ntawm cov chaw tsim hluav taws xob roj teeb hauv paus yog lub sijhawm ntev, cov roj teeb hluav taws xob tam sim no thiab cov ntaub ntawv ternary cov nroj tsuag tseem nyob hauv Tshuag, thiab tseem tsis muaj qhov tseem ceeb ntxiv rau hauv kev thov kev lag luam rau cov khoom siv sab saum toj. Cov kev txiav txim siab qis qis qis tsuas yog maj mam rov qab, thiab txoj kev loj hlob ntawm qhov kev thov xav tau qis dua li ntawm cov khoom siv hauv cov khoom siv raw, yog li tus nqi tseem nyuaj rau kis.

4. Macro peev txheej, nqus thiab yuav cov catalysis

Tsis ntev los no, kev lag luam kev lag luam hauv lub tebchaws tau txuas ntxiv mus txhim kho, thiab ntau cov peev txheej tau nqis peev tau nce ntau ntawm cov lag luam xav tau ntawm electrolytic cobalt. Txawm li cas los xij, qhov kev siv ntau tiag ntawm kev siv high-temperature alloys, cov khoom siv hlau nplaum, tshuaj lom neeg thiab lwm yam kev lag luam qhia tsis muaj cov cim txhim kho. Tsis tas li, kev ua lag luam taug xaiv hais tias kev yuav thiab khaws cov electrolytic cobalt kuj tseem ua rau kev nce nqi ntawm cov nqi laj kab zoo nyob ib puag ncig no, tab sis cov xov xwm kev yuav khoom thiab kev tso cia tseem tsis tau tsaws, uas xav tias yuav muaj kev cuam tshuam me me rau hauv khw.

Hauv cov ntsiab lus, vim qhov cuam tshuam ntawm cov tshiab nyas phaum kis rau xyoo 2020, ob qho tib si mov thiab kev thov yuav tsis muaj zog. Cov qauv ntawm cov kev cob qhia thoob ntiaj teb tshaj kev hloov pauv tsis hloov, tab sis cov khoom siv thiab kev thov yuav zoo dua qub. Cov khoom siv thoob ntiaj teb thiab kev thov ntawm cobalt cov khoom nyoos yog xav kom sib npaug 17,000 tons ntawm cov hlau.

Ntawm sab xa khoom, Glencore's Mutanda tooj liab-cobalt mine tau raug kaw. Qee qhov haujlwm tshiab ntawm cov cobalt ua khoom noj thaum chiv thawj uas tau tsim los tso rau xyoo no tej zaum yuav raug muab ncua rau lwm xyoo. Cov khoom ntawm cov khoom siv coj los ntawm tes kuj tseem yuav poob rau hauv lub sijhawm luv. Yog li no, SMM tseem niaj hnub txo nws txoj kev cai ua zaub mov xa tuaj rau huab cua rau xyoo no. 155,000 tons ntawm cov hlau, ib xyoo-rau-xyoo poob ntawm 6%. Ntawm kev thov sab, SMM txo qis nws cov kev kwv yees rau lub zog tsheb tshiab, digital thiab lub zog cia, thiab tag nrho cov kev cai cobalt thoob ntiaj teb tau txo qis mus rau 138,000 tons ntawm cov hlau.

2018-2020 lub ntiaj teb no cobalt mov thiab thov tshuav nyiaj li cas

 

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Cov ntaub ntawv los ntawm SMM

Txawm hais tias qhov kev thov rau 5G, chaw ua haujlwm online, hnav cov khoom siv hluav taws xob, thiab lwm yam tau nce, qhov kev thov rau cov lithium cobalt oxide thiab cov ntaub ntawv nyoos tau nce ntau, tab sis kev tsim khoom thiab kev muag khoom lub xov tooj ntawm tes nrog cov lag luam siab tshaj plaws tau cuam tshuam los ntawm kev sib kis yog cia siab tias yuav txuas ntxiv mus zuj zus, diluting ib feem ntawm qhov kev cuam tshuam rau lithium cobalt oxide thiab ntws nce Kev nce ntxiv hauv kev thov rau cobalt raw khoom. Yog li, nws tsis yog txoj cai txiav txim siab tias tus nqi ntawm cov khoom siv sab saud yuav nce ntau dhau, uas yuav ua rau kev ncua qeeb hauv cov phiaj xwm npaj cia. Yog li, los ntawm qhov kev pom ntawm cobalt cov khoom thiab cov xav tau, tus nqi ntawm kev ua yeeb yaj kiab nyob rau lub hlis thib ob ntawm lub xyoo yog txwv, thiab tus nqi ntawm electrolytic cobalt yuav txawv ntawm 23-32 lab yuan / tuj.


Sijhawm Sijhawm: Aug-04-2020