Pa Seputembala 10, chidziwitso chochokera ku Australian Stock Exchange chinapangitsa kuti msika wa graphite ukhale wozizira kwambiri. Syrah Resources (ASX:SYR) inati ikukonzekera "kuchitapo kanthu mwachangu" kuti ithane ndi kutsika kwadzidzidzi kwa mitengo ya graphite ndipo inati mitengo ya graphite ikhoza kutsika kwambiri chaka chino.
Mpaka pano, makampani olembetsedwa ku Australia omwe ali ndi graphite ayenera kulowa mu "nyengo yozizira" chifukwa cha kusintha kwachuma: kuchepetsa kupanga, kuchotsa zinthu, komanso kuchepetsa ndalama.
Syrah yataya ndalama zambiri chaka chathachi. Komabe, msika wayambanso kuipiraipira, zomwe zinapangitsa kampaniyo kuchepetsa kwambiri kupanga kwa graphite mu mgodi wa Balama ku Mozambique mu kotala lachinayi la 2019, kuchoka pa matani 15,000 oyambirira pamwezi kufika pa matani pafupifupi 5,000.
Kampaniyo idzachepetsanso mtengo wa mapulojekiti ake ndi $60 miliyoni kufika pa $70 miliyoni m'mabukhu azachuma apakati omwe atulutsidwa kumapeto kwa sabata ino ndipo "idzawunikiranso nthawi yomweyo kuchepetsa ndalama zomwe Balama ndi kampani yonse imagwiritsa ntchito".
Syrah idawunikiranso dongosolo lake logwirira ntchito la 2020 ndipo idawonetsa chikhumbo chochepetsa ndalama zomwe zimagwiritsidwa ntchito, kotero palibe chitsimikizo kuti kuchepetsa kupanga kumeneku kudzakhala komaliza.
Graphite ingagwiritsidwe ntchito ngati zinthu zopangira ma anode m'mabatire a lithiamu-ion m'mafoni a m'manja, makompyuta a laputopu, magalimoto amagetsi ndi zida zina zamagetsi, ndipo imagwiritsidwanso ntchito muzipangizo zosungira mphamvu zamagetsi.
Mitengo yokwera ya graphite yalimbikitsa ndalama kuti zigwiritsidwe ntchito m'mapulojekiti atsopano kunja kwa China. M'zaka zingapo zapitazi, kufunikira kwatsopano kwapangitsa kuti mitengo ya graphite ikwere kwambiri ndipo kwatsegula mapulojekiti angapo am'dziko ndi apadziko lonse lapansi kwa makampani aku Australia.
(1) Syrah Resources inayamba kupanga zinthu zamalonda mu mgodi wa Balama graphite ku Mozambique mu Januwale 2019, ndikuthana ndi vuto la kuzimitsa magetsi kwa milungu isanu chifukwa cha mavuto a moto ndikupereka matani 33,000 a graphite ndi graphite yopyapyala mu kotala la Disembala.
(2) Grapex Mining yomwe ili ku Perth idalandira ngongole ya $85 miliyoni (A$121 miliyoni) kuchokera ku Castlelake chaka chatha kuti ipititse patsogolo ntchito yake ya Chilalo graphite ku Tanzania.
(3) Mineral Resources inagwirizana ndi Hazer Group kuti ikhazikitse fakitale yopanga graphite ku Kwinana, Western Australia.
Ngakhale zili choncho, China idzakhalabe dziko lalikulu lopanga graphite. Popeza graphite yozungulira ndi yokwera mtengo kupanga, pogwiritsa ntchito ma acid amphamvu ndi zinthu zina zoyeretsera, kupanga graphite m'malonda kukuchitika ku China kokha. Makampani ena kunja kwa China akuyesera kupanga unyolo watsopano wa graphite wozungulira womwe ungatenge njira yosamalira chilengedwe, koma sizinatsimikizidwe kuti kupanga kwamalonda kumapikisana ndi China.
Chilengezo chaposachedwa chikuwonetsa kuti Syrah ikuoneka kuti sinaganizire bwino momwe msika wa graphite umayendera.
Kafukufuku wokhudza kuthekera kwa zinthu zomwe zatulutsidwa ndi Syrah mu 2015 akusonyeza kuti mitengo ya graphite imakhala pafupifupi $1,000 pa tani nthawi yonse yomwe mgodi uli. Mu kafukufukuyu, kampaniyo idatchula kafukufuku wakunja wamitengo womwe ukunena kuti graphite ikhoza kukhala ndi mtengo pakati pa $1,000 ndi $1,600 pa tani pakati pa 2015 ndi 2019.
Mu Januwale chaka chino, Syrah adauzanso osunga ndalama kuti mitengo ya graphite ikuyembekezeka kukhala pakati pa $500 ndi $600 pa tani m'miyezi yoyambirira ya 2019, ndikuwonjezera kuti mitengo "idzakwera".
Syrah adati mitengo ya graphite yafika pa avareji ya $400 pa tani kuyambira pa June 30, poyerekeza ndi miyezi itatu yapitayi ($457 pa tani) ndi mitengo ya miyezi ingapo yoyambirira ya 2019 ($469 pa tani).
Ndalama zogulira zinthu za Syrah ku Balama (kupatula ndalama zina monga katundu ndi kasamalidwe) zinali $567 pa tani mu theka loyamba la chaka, zomwe zikutanthauza kuti pali kusiyana kwa ndalama zoposa $100 pa tani pakati pa mitengo yamakono ndi ndalama zogulira zinthu.
Posachedwapa, makampani angapo aku China omwe ali ndi mndandanda wa makampani opanga mabatire a lithiamu adatulutsa lipoti lawo loyamba la ntchito mu 2019. Malinga ndi ziwerengero, pakati pa makampani 81, phindu lonse la makampani 45 linatsika chaka ndi chaka. Pakati pa makampani 17 opanga zinthu, atatu okha ndi omwe adapeza phindu lonse chaka ndi chaka, phindu lonse la makampani 14 linatsika chaka ndi chaka, ndipo kuchepa kwake kunali kopitilira 15%. Pakati pawo, phindu lonse la Shengyu Mining linatsika ndi 8390.00%.
Mu msika wamagetsi watsopano, kufunikira kwa mabatire a magalimoto amagetsi n'kofooka. Chifukwa cha thandizo la magalimoto atsopano amagetsi, makampani ambiri a magalimoto adachepetsa maoda awo a mabatire mu theka lachiwiri la chaka.
Akatswiri ena a msika adanenanso kuti chifukwa cha mpikisano waukulu pamsika komanso kusakanikirana kwa makampani, akuti pofika chaka cha 2020, China idzakhala ndi makampani 20 mpaka 30 okha amagetsi, ndipo mabizinesi opitilira 80% adzakumana ndi chiopsezo chothetsedwa.
Potsanzikana ndi kukula kwachangu, chinsalu cha makampani a lithiamu-ion omwe akulowa mu nthawi ya masheya chikutseguka pang'onopang'ono, ndipo makampani nawonso akuvutika. Komabe, msika pang'onopang'ono udzayamba kukhwima kapena kuima, ndipo idzakhala nthawi yoti mutsimikizire.
Nthawi yotumizira: Sep-18-2019