Ma ka lā 10 o Kepakemapa, ua puhi mai kahi leka hoʻomaopopo mai ka Australian Stock Exchange i ka makani anuanu i ka mākeke graphite. Ua ʻōlelo ʻo Syrah Resources (ASX:SYR) e hoʻolālā ana e hana i "hana koke" e hoʻoponopono ai i ka hāʻule koke ʻana o nā kumukūʻai graphite a ua ʻōlelo ʻia e hāʻule hou aku paha nā kumukūʻai graphite ma hope o kēia makahiki.
A hiki i kēia manawa, pono nā ʻoihana graphite i helu ʻia ma Australia e komo i ke "ʻano hoʻoilo" ma muli o nā loli i ke kaiapuni hoʻokele waiwai: ka hōʻemi ʻana i ka hana ʻana, ka wehe ʻana i nā ukana, a me ka hōʻemi ʻana i nā kumukūʻai.
Ua hāʻule ʻo Syrah i loko o nā poho i ka makahiki kālā i hala. Eia nō naʻe, ua hōʻino hou ke kūlana mākeke, e koi ana i ka hui e hōʻemi nui i ka hana graphite ma ka lua ʻeli ʻo Balama ma Mozambique i ka hapaha ʻehā o 2019, mai ka 15,000 tons mua i kēlā me kēia mahina a i kahi o 5,000 tons.
E hōʻemi pū ka ʻoihana i ka waiwai puke o kāna mau papahana ma $60 miliona a i $70 miliona i loko o nā hōʻike kālā makahiki waena i hoʻokuʻu ʻia ma hope o kēia pule a "e nānā koke i nā hōʻemi kumukūʻai kūkulu hou no Balama a me ka ʻoihana holoʻokoʻa".
Ua nānā hou ʻo Syrah i kāna hoʻolālā hana 2020 a ua hōʻike i ka makemake e hōʻemi i ka hoʻolilo kālā, no laila ʻaʻohe hōʻoia e lilo kēia hōʻemi hana ʻana i mea hope loa.
Hiki ke hoʻohana ʻia ka Graphite ma ke ʻano he mea no nā anodes i loko o nā pila lithium-ion i loko o nā kelepona akamai, nā kamepiula lawe lima, nā kaʻa uila a me nā mea uila ʻē aʻe, a hoʻohana ʻia hoʻi i nā mea mālama ikehu grid.
Ua paipai ke kumukūʻai kiʻekiʻe o ke kālā graphite i ke kahe ʻana o ke kālā i nā papahana hou ma waho o Kina. I nā makahiki i hala iho nei, ua hoʻoulu ke koi hou i ka piʻi nui ʻana o ke kumukūʻai graphite a ua wehe i kekahi mau papahana kūloko a me ka honua no nā ʻoihana Australia.
(1) Ua hoʻomaka ʻo Syrah Resources i ka hana kalepa ma ka lua graphite ʻo Balama ma Mozambique i Ianuali 2019, e lanakila ana i kahi pōʻeleʻele ʻelima pule ma muli o nā pilikia ahi a hāʻawi i 33,000 tons o ka graphite coarse a me ka graphite fine i ka hapaha ʻo Dekemaba.
(2) Ua loaʻa iā Grapex Mining ma Perth kahi hōʻaiʻē $85 miliona (A$121 miliona) mai Castlelake i ka makahiki i hala e hoʻolaha i kāna papahana graphite Chilalo ma Tanzania.
(3) Ua hui pū ʻo Mineral Resources me ka Hazer Group e hoʻokumu i kahi hale hana hana graphite synthetic ma Kwinana, Western Australia.
ʻOiai kēia, e noho mau ana ʻo Kina ka ʻāina nui no ka hana ʻana i ka graphite. No ka mea, he pipiʻi ke kumukūʻai o ka hana ʻana i ka graphite poepoe, me ka hoʻohana ʻana i nā waikawa ikaika a me nā reagents ʻē aʻe, ua kaupalena ʻia ka hana kalepa o ka graphite iā Kina wale nō. Ke hoʻāʻo nei kekahi mau ʻoihana ma waho o Kina e hoʻomohala i kahi kaulahao lako graphite poepoe hou e hoʻohana paha i kahi ala ʻoi aku ka launa pū me ke kaiapuni, akā ʻaʻole i hōʻoia ʻia he hoʻokūkū ka hana kalepa me Kina.
Ua hōʻike ka hoʻolaha hou loa ua kuhi hewa loa ʻo Syrah i ke ʻano o ka mākeke graphite.
Ua manaʻo ʻia ma ka haʻawina hiki ke hana ʻia e Syrah i ka makahiki 2015 he $1,000 ke kumukūʻai o ka graphite no kēlā me kēia tona i ka wā e hana ʻia ai ka mine. Ma kēia haʻawina hiki ke hana ʻia, ua ʻōlelo ka hui i kahi haʻawina kumukūʻai o waho e ʻōlelo ana he hiki ke kumukūʻai o ka graphite ma waena o $1,000 a me $1,600 no kēlā me kēia tona ma waena o 2015 a me 2019.
I Ianuali wale nō o kēia makahiki, ua haʻi aku ʻo Syrah i nā mea hoʻopukapuka kālā e manaʻo ʻia ana nā kumukūʻai graphite ma waena o $500 a me $600 no ka tona i nā mahina mua o 2019, me ka hoʻohui ʻana e "piʻi" nā kumukūʻai.
Ua ʻōlelo ʻo Syrah ua awelika ke kumukūʻai o ka graphite ma $400 no ke tona mai Iune 30, i lalo mai nā mahina ʻekolu i hala ($457 no ke tona) a me nā kumukūʻai o nā mahina mua o 2019 ($469 no ke tona).
ʻO ke kumukūʻai hana ʻāpana a Syrah ma Balama (koe naʻe nā kumukūʻai hou e like me ka ukana a me ka hoʻokele) he $567 no ka tone i ka hapa mua o ka makahiki, ʻo ia hoʻi, aia kahi ʻokoʻa ma mua o $100 no ka tone ma waena o nā kumukūʻai o kēia manawa a me nā kumukūʻai hana.
I kēia mau lā aku nei, ua hoʻokuʻu aku kekahi mau ʻoihana i helu ʻia ma ke kaulahao ʻoihana pākahiko lithium Kina i kā lākou hōʻike hana no ka hapa mua o 2019. Wahi a nā helu helu, ma waena o nā ʻoihana 81, ua hāʻule ka loaʻa kālā o 45 mau ʻoihana i kēlā me kēia makahiki. Ma waena o nā ʻoihana mea 17 ma luna, ʻekolu wale nō i loaʻa ka ulu ʻana o ka loaʻa kālā i kēlā me kēia makahiki, ua hāʻule ka loaʻa kālā o 14 mau ʻoihana i kēlā me kēia makahiki, a ʻoi aku ka emi ʻana ma mua o 15%. Ma waena o lākou, ua hāʻule ka loaʻa kālā o Shengyu Mining ma 8390.00%.
Ma ka mākeke ma lalo o ka ʻoihana ikehu hou, ua nāwaliwali ke koi no nā pila no nā kaʻa uila. Ma muli o ke kākoʻo kālā o nā kaʻa ikehu hou, ua hōʻemi nā ʻoihana kaʻa he nui i kā lākou kauoha pila i ka hapa lua o ka makahiki.
Ua kuhikuhi kekahi poʻe loiloi mākeke me ka hoʻokūkū mākeke ikaika a me ka hoʻohui wikiwiki ʻana o ke kaulahao ʻoihana, ua manaʻo ʻia ma ka makahiki 2020, e loaʻa iā Kina he 20 a 30 mau ʻoihana pākahiko mana wale nō, a ʻoi aku ma mua o 80% o nā ʻoihana e kū i ka pilikia o ka hoʻopau ʻia.
Ke aloha aku nei i ka ulu wikiwiki, ke wehe mālie nei ka pale o ka ʻoihana lithium-ion e komo ana i ka wā waihona, a ke ʻeha nei hoʻi ka ʻoihana. Eia nō naʻe, e loli mālie ka mākeke i ka oʻo ʻana a i ʻole ka stagnation, a e hiki mai ana ka manawa e hōʻoia ai.
Ka manawa hoʻouna: Sep-18-2019