Ukunyuka kweendleko zezinto eziphambili kwiibhetri ze-lithium-ion, ezifana ne-lithium, igraphite kunye ne-cobalt, ziya kuqhubeka kude kube yi-2022. Oku kuya kuchaphazela imisebenzi yeenkampani ezahlukeneyo ezisebenza kwiinkalo ezahlukeneyo. Phakathi kwabo, ii-automakers zibonakala ngathi zezona zinzima kakhulu. Ukunyuka kweendleko zezi zinto kuya kwandisa iindleko ze-automakers.
Njengoko kuchaziwe Bloomberg , iibhetri zentsimbi zifumana i-boom engazange ibonwe ngaphambili. Lo bhubhani unyusa uxinzelelo kwikhonkco lonikezelo. Ke, ukuqhubela phambili kwehlabathi kumandla acocekileyo kukhokelele ekwenyukeni okumangalisayo kwemfuno yezinto. Ziquka i-lithium, i-cobalt kunye ne-nickel. Kufuneka banyuse ixabiso leebhetri kwaye balibazise izithuthi zombane.
Intloko yesinyithi kunye nemigodi yeBloombergNEF, uKwasi Ampofo, uthe izithintelo zobonelelo lwezixhobo zebhetri ziya kuhlala kude kube ngu-2022.
Funda kwakhona: UMorgan Stanley ungqina ukunqongophala kweChip yeeMoto sele kuphelile
“Uhlobo olutsha lwe-Covid-19 lubeke icog kwivili lokuchacha kwehlabathi. Silindele ukuba izithintelo zobonelelo oluchaphazele ukuhamba kwezixhobo kulo nyaka ziqhubeke ngo-2022. ” Kwakhona ukholelwa ukuba ixabiso le-lithium, igraphite kunye ne-cobalt kunokwenzeka ukuba lihlale liphezulu. Kodwa kufuneka bawe ngo-2023.
Amaxabiso e-lithium, i-cobalt kunye nezinye izinyithi ezisetyenziswa kwiibhetri
I-Index yexabiso leLithium ingaphezulu kokuphindwe kathathu kulo nyaka ukubetha ixesha lonke. Ixabiso le-lithium liya kuhlala liphezulu kwinqanaba elithile. "Kunzima ukubona naluphi na utshintsho olubalulekileyo ekuxinzeni kweemarike zehlabathi kwixesha elifutshane," kusho umenzi waseTshayina u-Chengxin Lithium Group kwimpendulo ebhaliweyo kwi-Bloomberg News.
Ukongezelela, ixabiso le-cobalt liphindwe kabini kwaye ixabiso le-nickel likhuphuke malunga ne-17%. ICobalt yombiwa kakhulu eMzantsi Afrika. Ngenxa yeemeko ezahlukeneyo, ikhonkco lobonelelo ngoku lijongene nemingeni emininzi. Oku kuyinyani ngakumbi kwiDemocratic Republic of the Congo. Ngokutsho kuka-Alice Yu, umhlalutyi kwi-S & P Global Market Intelligence, "I-Omicron ibeka ingozi yokwandisa iingxaki zenkqubo kwaye inokulibazisa ixesha lokulungiswa kwexabiso."
Emva kweminyaka yokungasebenzi, ubuninzi obuluhlaza buqinisiwe kwimarike ye-lithium kulo nyaka. Ngoko ke abasebenzi basezimayini bangxamele ukwakha umthamo. Ngalo mqondo, badinga imfuno yexesha elide yezithuthi zombane. Ngaphezu koko, ukuthengiswa kwezithuthi zombane zabagibeli azizange zibonwe ngaphambili - ukusuka kwi-3 yezigidi ngo-2020, ziya kufikelela kwi-66 yezigidi kwi-2040.
"Silindele ukuba amaxabiso e-lithium aphakathi kwehlabathi aqhubeke nokunyuka kule minyaka mibini izayo njengoko amaxabiso ekhontrakthi eqala ukubamba amaxabiso akhoyo kwaye unikezelo luqhubeka nokusilela ukuhlangabezana nemfuno," utshilo uCameron Perks, umhlalutyi kwiBenchmark Mineral Intelligence. "Imakethi elungeleleneyo ayiqikelelwanga kude kube ngu-2025 okanye ngo-2026 xa amaxabiso anokuqala ukuhla."
