Sebtembar 10, ogeysiis ka yimid Suuqa Saamiyada ee Australia ayaa dabayl qabow ku riday suuqa garaafiga. Syrah Resources (ASX:SYR) ayaa sheegtay inay qorsheyneyso inay qaaddo "tallaabo degdeg ah" si wax looga qabto hoos u dhaca degdegga ah ee qiimaha garaafiga waxayna sheegtay in qiimaha garaafiga uu hoos u dhici karo dabayaaqada sanadkan.
Ilaa hadda, shirkadaha graphite ee liiska ku jira ee Australia waa inay galaan "habka jiilaalka" sababtoo ah isbeddellada deegaanka dhaqaale: yaraynta wax soo saarka, ka saarista alaabta, iyo dhimista kharashyada.
Syrah waxay ku dhacday khasaare sannadkii maaliyadeed ee la soo dhaafay. Si kastaba ha ahaatee, jawiga suuqu wuu sii xumaaday mar kale, taasoo ku qasabtay shirkadda inay si weyn u yareyso wax soo saarka garaafka ee macdanta Balama ee Mozambique rubuci afraad ee 2019, laga bilaabo 15,000 tan oo asal ah bishii ilaa qiyaastii 5,000 oo tan.
Shirkaddu waxay sidoo kale hoos u dhigi doontaa qiimaha buuga mashaariicdeeda $60 milyan ilaa $70 milyan warbixinnada maaliyadeed ee sanadlaha ah ee ku meel gaarka ah ee la sii daayay dabayaaqada toddobaadkan, "si degdeg ah ayayna dib ugu eegi doontaa dhimista kharashaadka dhismaha ee Balama iyo shirkadda oo dhan".
Syrah waxay dib u eegis ku samaysay qorshaheeda hawlgalka 2020 waxayna muujisay rabitaan ah inay yareyso kharashaadka, sidaa darteed ma jirto wax dammaanad ah in dhimistan wax soo saar ay noqon doonto tii ugu dambeysay.
Graphite waxaa loo isticmaali karaa agab ahaan anodes-ka ku jira baytariyada lithium-ion ee taleefannada casriga ah, kombiyuutarrada buugaagta lagu qoro, baabuurta korontada ku shaqeeya iyo aaladaha kale ee elektaroonigga ah, waxaana sidoo kale loo isticmaalaa aaladaha kaydinta tamarta shabakadda.
Qiimaha sare ee garaafitka ayaa dhiirrigeliyay raasamaalku inuu ku qulqulo mashaariic cusub oo ka baxsan Shiinaha. Sannadihii la soo dhaafay, baahida soo ifbaxaysa ayaa kicisay kor u kac weyn oo ku yimid qiimaha garaafitka waxayna furtay dhowr mashruuc oo gudaha iyo dibadda ah oo loogu talagalay shirkadaha Australia.
(1) Syrah Resources waxay bilowday wax soo saar ganacsi oo ka socda macdanta Balama graphite ee Mozambique bishii Janaayo 2019, iyadoo ka gudubtay shan toddobaad oo go'doon ah oo ay ugu wacan tahay dhibaatooyinka dabka waxayna keentay 33,000 oo tan oo graphite qallafsan iyo graphite wanaagsan rubuci Diseembar.
(2) Grapex Mining oo fadhigeedu yahay Perth ayaa Castlelake ka heshay amaah dhan $85 milyan (A$121 milyan) sannadkii hore si ay u horumariso mashruuceeda Chilalo graphite ee Tanzania.
(3) Kheyraadka Macdanta ayaa iskaashi la sameeyay Kooxda Hazer si ay u dhisaan warshad wax soo saar graphite ah oo macmal ah oo ku taal Kwinana, Galbeedka Australia.
Iyadoo ay taasi jirto, Shiinuhu wuxuu ahaan doonaa dalka ugu weyn ee wax soo saarka garaafitka. Maadaama garaafitka wareegsan uu qaali yahay in la soo saaro, iyadoo la isticmaalayo asiidhyo xooggan iyo walxo kale oo firfircoon, wax soo saarka ganacsiga ee garaafitka wuxuu ku kooban yahay Shiinaha. Qaar ka mid ah shirkadaha ka baxsan Shiinaha ayaa isku dayaya inay horumariyaan silsilad sahay oo garaafit wareegsan oo cusub oo laga yaabo inay qaataan hab deegaan ahaan u wanaagsan, laakiin lama xaqiijin wax soo saarka ganacsigu inuu la tartamo Shiinaha.
Ku dhawaaqidii ugu dambeysay waxay shaaca ka qaadaysaa in Syrah ay u muuqato inay si khaldan u qiimeysay isbeddelka suuqa garaafka.
Daraasadda suurtagalnimada ee ay soo saartay Syrah sannadkii 2015 waxay ku qiyaastay in qiimaha garaafitku uu celcelis ahaan yahay $1,000 halkii tan inta uu nool yahay macdanta. Daraasaddan suurtagalnimada, shirkaddu waxay soo xigatay daraasad qiimo dibadeed ah oo sheegaysa in garaafitku uu ku kici karo inta u dhaxaysa $1,000 iyo $1,600 halkii tan inta u dhaxaysa 2015 iyo 2019.
Bishii Janaayo ee sanadkan, Syrah wuxuu sidoo kale u sheegay maalgashadayaasha in qiimaha garaafitka la filayo inuu u dhexeeyo $500 iyo $600 halkii tan bilaha ugu horreeya ee 2019, isagoo raaciyay in qiimuhu "kor u kici doono".
Syrah wuxuu sheegay in qiimaha garaafitka uu celcelis ahaan gaaray $400 halkii tan tan iyo Juun 30, taasoo ka hooseysa saddexdii bilood ee ka horreeyay ($457 halkii tan) iyo qiimaha bilihii ugu horreeyay ee 2019 ($469 halkii tan).
Qiimaha wax soo saarka cutubka Syrah ee Balama (marka laga reebo kharashyada dheeraadka ah sida rarista iyo maaraynta) wuxuu ahaa $567 tankiiba qeybtii hore ee sanadka, taasoo la macno ah in uu jiro farqi ka badan $100 tankiiba oo u dhexeeya qiimaha hadda jira iyo kharashyada wax soo saarka.
Dhawaan, tiro shirkado ah oo ka mid ah shirkadaha warshadaha baytariyada lithium-ka Shiinaha ayaa soo saaray warbixintooda waxqabadka qeybtii hore ee 2019. Sida laga soo xigtay tirakoobka, 81 shirkadood gudahood, faa'iidada saafiga ah ee 45 shirkadood ayaa hoos u dhacday sannadba sannadka ka dambeeya. 17-ka shirkadood ee agabka kor u kaca, 3 oo keliya ayaa gaaray kobac faa'iido saafi ah sannadba sannadka ka dambeeya, faa'iidada saafiga ah ee 14 shirkadood ayaa hoos u dhacday sannadba sannadka ka dambeeya, hoos u dhacuna wuxuu ka sarreeyay 15%. Kuwaas ka mid ah, faa'iidada saafiga ah ee Shengyu Mining ayaa hoos u dhacday 8390.00%.
Suuqa hoose ee warshadaha tamarta cusub, baahida loo qabo baytariyada baabuurta korontada ku shaqeeya ayaa ah mid liidata. Iyada oo ay saamaysay kabista baabuurta tamarta cusub, shirkado badan oo baabuur ah ayaa jaray dalabaadkooda baytariga qeybtii labaad ee sanadka.
Falanqeeyayaasha suuqa qaarkood ayaa tilmaamay in tartanka suuqa oo sii xoogaysanaya iyo is-dhexgalka degdegga ah ee silsiladda warshadaha, la qiyaasayo in marka la gaaro 2020, Shiinaha uu yeelan doono oo keliya 20 ilaa 30 shirkadood oo baytariyada korontada ku shaqeeya, in ka badan 80% shirkadahana ay wajahayaan khatarta ah in la baabi'iyo.
Iyada oo macsalaameynaysa kobaca xawaaraha sare leh, daaha warshadaha lithium-ion ee u gudbaya xilligii saamiyada ayaa si tartiib tartiib ah u furmaya, warshaduhuna sidoo kale way dhibaataysan yihiin. Si kastaba ha ahaatee, suuqu si tartiib tartiib ah ayuu u rogi doonaa bislaanshaha ama fadhiidnimada, waana waqtigii la xaqiijin lahaa.
Waqtiga boostada: Sebtembar-18-2019