A ranar 10 ga Satumba, wata sanarwa daga Kasuwar Hannun Jari ta Ostiraliya ta hura iska mai sanyi ga kasuwar graphite. Syrah Resources (ASX:SYR) ta ce tana shirin ɗaukar "mataki nan take" don magance faduwar farashin graphite kwatsam kuma ta ce farashin graphite na iya faɗuwa daga baya a wannan shekarar.
Har zuwa yanzu, kamfanonin graphite da aka lissafa a Ostiraliya dole ne su shiga "yanayin hunturu" saboda canje-canje a yanayin tattalin arziki: rage samarwa, rage fitar da kayan abinci, da rage farashi.
Syrah ta faɗa cikin asara a shekarar kuɗi ta bara. Duk da haka, yanayin kasuwa ya sake tabarbarewa, wanda ya tilasta wa kamfanin rage yawan samar da graphite a ma'adinan Balama da ke Mozambique a kwata na huɗu na 2019, daga tan 15,000 na asali a kowane wata zuwa kimanin tan 5,000.
Kamfanin zai kuma rage darajar ayyukansa da dala miliyan 60 zuwa dala miliyan 70 a cikin bayanan kuɗi na shekara-shekara na wucin gadi da aka fitar daga baya a wannan makon, sannan kuma "nan take za a sake duba ƙarin rage farashin tsarin Balama da kamfanin gaba ɗaya".
Syrah ta sake duba tsarin aikinta na 2020 kuma ta bayyana sha'awar rage kashe kuɗi, don haka babu tabbacin cewa wannan rage yawan samar da kayayyaki zai zama na ƙarshe.
Ana iya amfani da Graphite a matsayin kayan aiki don anodes a cikin batirin lithium-ion a cikin wayoyin komai da ruwanka, kwamfutocin rubutu, motocin lantarki da sauran na'urorin lantarki, kuma ana amfani da shi a cikin na'urorin adana makamashi na grid.
Babban farashin graphite ya ƙarfafa jarin shiga sabbin ayyuka a wajen China. A cikin 'yan shekarun nan, buƙatu da ke tasowa ya haifar da hauhawar farashin graphite sosai kuma ya buɗe wasu ayyuka na cikin gida da na ƙasashen waje ga kamfanonin Australiya.
(1) Kamfanin Syrah Resources ya fara samar da kayayyaki a ma'adinan graphite na Balama da ke Mozambique a watan Janairun 2019, inda ya shawo kan matsalar gobara ta tsawon makonni biyar, sannan ya samar da tan 33,000 na graphite mai kauri da kuma graphite mai kyau a kwata na Disamba.
(2) Kamfanin Grapex Mining da ke Perth ya sami rancen dala miliyan 85 (dala miliyan 121) daga Castlelake a bara don ci gaba da aikinta na Chilalo graphite a Tanzania.
(3) Ma'adanai sun haɗu da ƙungiyar Hazer don kafa masana'antar samar da graphite ta roba a Kwinana, Yammacin Ostiraliya.
Duk da haka, China za ta ci gaba da kasancewa babbar ƙasar da ake samar da graphite. Saboda graphite mai siffar ƙwallo yana da tsada wajen samarwa, ta amfani da sinadarai masu ƙarfi da sauran sinadarai masu aiki da sinadarai, samar da graphite na kasuwanci ya takaita ga China. Wasu kamfanoni a wajen China suna ƙoƙarin ƙirƙirar sabuwar hanyar samar da graphite mai siffar ƙwallo wadda za ta iya ɗaukar hanyar da ta fi dacewa da muhalli, amma ba a tabbatar da hakan ba.
Sanarwar da aka fitar kwanan nan ta nuna cewa da alama Syrah ta yi kuskuren fahimtar yanayin kasuwar graphite gaba ɗaya.
Binciken yuwuwar amfani da Syrah ya fitar a shekarar 2015 ya yi hasashen cewa farashin graphite ya kai matsakaicin dala $1,000 a kowace tan a tsawon rayuwar ma'adinan. A cikin wannan binciken yuwuwar amfani, kamfanin ya ambaci wani bincike na waje yana cewa graphite na iya kashe tsakanin dala $1,000 zuwa $1,600 a kowace tan tsakanin 2015 da 2019.
A watan Janairun wannan shekarar, Syrah ta kuma shaida wa masu zuba jari cewa ana sa ran farashin graphite zai kasance tsakanin dala 500 zuwa 600 a kowace tan a farkon watanni na 2019, inda ta kara da cewa farashin zai "haura".
Syrah ya ce farashin graphite ya kai matsakaicin dala $400 a kowace tan tun daga ranar 30 ga Yuni, wanda ya ragu idan aka kwatanta da watanni uku da suka gabata ($457 a kowace tan) da kuma farashin watannin farko na 2019 ($469 a kowace tan).
Kudin samar da kayan aikin Syrah a Balama (ban da ƙarin kuɗaɗen da ake kashewa kamar jigilar kaya da gudanarwa) sun kai dala $567 a kowace tan a rabin farko na shekara, wanda ke nufin akwai gibin sama da dala $100 a kowace tan tsakanin farashin yanzu da farashin samarwa.
Kwanan nan, wasu kamfanonin da aka lissafa a jerin kamfanonin samar da batirin lithium na kasar Sin sun fitar da rahoton aikinsu na rabin farko na shekarar 2019. A cewar kididdiga, daga cikin kamfanoni 81, ribar da kamfanoni 45 suka samu ta ragu duk shekara. Daga cikin kamfanonin samar da kayayyaki 17 na sama, kamfanoni 3 ne kawai suka samu karuwar riba duk shekara, ribar da kamfanoni 14 suka samu ta ragu duk shekara, kuma raguwar ta kai sama da kashi 15%. Daga cikinsu, ribar da Shengyu Mining ta samu ta ragu da kashi 8390.00%.
A kasuwar da ke fuskantar koma-baya a sabuwar masana'antar makamashi, buƙatar batura ga motocin lantarki ba ta da ƙarfi. Sakamakon tallafin sabbin motocin makamashi da ya shafe su, kamfanonin motoci da yawa sun rage odar baturansu a rabin shekara na biyu.
Wasu masu sharhi kan kasuwa sun nuna cewa tare da ƙaruwar gasar kasuwa da kuma hanzarta haɗakar sarkar masana'antu, an kiyasta cewa nan da shekarar 2020, China za ta sami kamfanonin batura masu amfani da wutar lantarki 20 zuwa 30 kacal, kuma sama da kashi 80% na kamfanoni za su fuskanci haɗarin kawar da su.
Bayan bankwana da ci gaban da aka samu a cikin sauri, labulen masana'antar lithium-ion da ke shiga zamanin hannun jari yana buɗewa a hankali, kuma masana'antar ma tana shan wahala. Duk da haka, kasuwa za ta koma ga girma ko tsayawa, kuma lokaci ya yi da za a tabbatar da hakan.
Lokacin Saƙo: Satumba-18-2019