Ka la 10 Loetse, tsebiso e tsoang ho Australian Stock Exchange e ile ea foka moea o batang 'marakeng oa graphite. Syrah Resources (ASX:SYR) e itse e rera ho nka "khato hang-hang" ho sebetsana le ho theoha ha litheko tsa graphite ka tšohanyetso 'me e re litheko tsa graphite li ka 'na tsa theoha hamorao selemong sena.
Ho fihlela jwale, dikhamphani tsa graphite tse thathamisitsweng Australia di tlameha ho kena "mokgweng wa mariha" ka lebaka la diphetoho tikolohong ya moruo: ho fokotsa tlhahiso, ho tlosa di-stock le ho fokotsa ditjeo.
Syrah e oetse tahlehelong selemong se fetileng sa ditjhelete. Leha ho le jwalo, tikoloho ya mmaraka e ile ya mpefala hape, e leng se ileng sa qobella khamphani ho fokotsa tlhahiso ya graphite haholo morafong wa Balama Mozambique kotara ya bone ya 2019, ho tloha ho ditone tse 15,000 tsa pele ka kgwedi ho ya ho ditone tse ka bang 5,000.
Khamphani e tla boela e fokotse boleng ba diprojeke tsa yona ka $60 milione ho isa ho $70 milione dipolelong tsa ditjhelete tsa nakwana tsa selemo le selemo tse lokollotsweng hamorao bekeng ena mme e "hlahlobe hang-hang diphokotso tse ding tsa ditjeo tsa sebopeho bakeng sa Balama le khamphani yohle".
Syrah e hlahlobile moralo oa eona oa ts'ebetso oa 2020 mme ea bontša takatso ea ho fokotsa litšenyehelo, kahoo ha ho na tiiso ea hore phokotso ena ea tlhahiso e tla ba ea ho qetela.
Graphite e ka sebelisoa e le thepa bakeng sa li-anode libetering tsa lithium-ion ho li-smartphone, lik'homphieutha tsa li-notebook, likoloi tsa motlakase le lisebelisoa tse ling tsa elektroniki, 'me e boetse e sebelisoa lisebelisoa tsa polokelo ea matla a grid.
Litheko tse phahameng tsa graphite li khothalelitse chelete ho kena mererong e mecha kantle ho Chaena. Lilemong tse 'maloa tse fetileng, tlhoko e ntseng e hlaha e bakile keketseho e matla ea litheko tsa graphite mme ea bulela lik'hamphani tsa Australia merero e' maloa ea lehae le ea machabeng.
(1) Syrah Resources e qalile tlhahiso ea khoebo morafong oa graphite oa Balama Mozambique ka Pherekhong 2019, e hlōla ho tima ha motlakase ka libeke tse hlano ka lebaka la mathata a mollo le ho fana ka lithane tse 33,000 tsa graphite e mahoashe le graphite e ntle kotara ea Tšitoe.
(2) Grapex Mining e thehiloeng Perth e fumane kalimo ea $85 milione (A$121 milione) ho tsoa Castlelake selemong se fetileng ho ntšetsa pele projeke ea eona ea graphite ea Chilalo Tanzania.
(3) Mehlodi ya Diminerale e ile ya sebelisana le Hazer Group ho theha feme ya tlhahiso ya graphite ya maiketsetso Kwinana, Bophirima ba Australia.
Ho sa tsotellehe sena, Chaena e tla dula e le naha e ka sehloohong bakeng sa tlhahiso ya graphite. Hobane graphite e chitja e bitsa tjhelete e ngata ho e hlahisa, ho sebediswa di-acid tse matla le di-reagent tse ding, tlhahiso ya kgwebo ya graphite e lekanyeditswe Chaena. Dikhamphani tse ding tse kantle ho Chaena di leka ho ntshetsa pele ketane e ntjha ya phepelo ya graphite e chitja e ka nkang mokgwa o mosa haholoanyane tikolohong, empa ha ho so pakwe hore tlhahiso ya kgwebo e qothisana lehlokoa le Chaena.
Tsebiso ea morao-rao e senola hore Syrah e bonahala e fositse ka ho feletseng mokhoa oa 'maraka oa graphite.
Phuputso ea ho khoneha e lokollotsoeng ke Syrah ka 2015 e nahana hore litheko tsa graphite li ka ba $1,000 ka tonne nakong ea bophelo ba morafo. Phuputsong ena ea ho khoneha, k'hamphani e qotsitse thuto ea kantle ea litheko e reng graphite e ka bitsa chelete e pakeng tsa $1,000 le $1,600 ka tonne pakeng tsa 2015 le 2019.
Ka Pherekhong selemong sena feela, Syrah e boetse e boleletse batsetedi hore litheko tsa graphite li lebelletsoe ho ba pakeng tsa $500 le $600 ka tonne likhoeling tse 'maloa tsa pele tsa 2019, a eketsa ka hore litheko li tla "nyoloha".
Syrah o itse litheko tsa graphite li fihlile ka karolelano ho $400 ka tonne ho tloha ka la 30 Phuptjane, ho theoha ho tloha likhoeling tse tharo tse fetileng ($457 ka tonne) le litheko tsa likhoeli tse 'maloa tsa pele tsa 2019 ($469 ka tonne).
Litšenyehelo tsa tlhahiso ea yuniti ea Syrah Balama (ntle le litšenyehelo tse ling tse kang thepa le tsamaiso) e ne e le $567 ka tonne karolong ea pele ea selemo, e leng se bolelang hore ho na le sekheo sa ho feta $100 ka tonne pakeng tsa litheko tsa hajoale le litšenyehelo tsa tlhahiso.
Haufinyane tjena, lik'hamphani tse 'maloa tse thathamisitsoeng indastering ea betri ea lithium ea Chaena li lokolitse tlaleho ea tsona ea ts'ebetso ea halofo ea pele ea 2019. Ho ea ka lipalo-palo, har'a lik'hamphani tse 81, phaello ea lik'hamphani tse 45 e theohile selemo le selemo. Har'a lik'hamphani tse 17 tsa thepa e tsoang holimo, ke tse 3 feela tse fihletseng kholo ea phaello selemo le selemo, phaello ea lik'hamphani tse 14 e theohile selemo le selemo, 'me ho theoha ho ne ho le kaholimo ho 15%. Har'a tsona, phaello ea Shengyu Mining e theohile ka 8390.00%.
'Marakeng o theohelang oa indasteri e ncha ea matla, tlhoko ea libeteri bakeng sa likoloi tsa motlakase e fokola. Kaha lik'hamphani tse ngata tsa likoloi li angoa ke thuso ea lichelete ea likoloi tse ncha tsa matla, li ile tsa fokotsa liodara tsa tsona tsa libeteri karolong ea bobeli ea selemo.
Bahlahlobisisi ba bang ba mmaraka ba bontšitse hore ka tlholisano e matlafetseng ea 'maraka le kopanyo e potlakileng ea ketane ea indasteri, ho hakanngoa hore ka 2020, Chaena e tla ba le lik'hamphani tse 20 ho isa ho tse 30 feela tsa betri ea motlakase, 'me likhoebo tse fetang 80% li tla tobana le kotsi ea ho felisoa.
Ha re salisa kholo e potlakileng, lesira la indasteri ea lithium-ion le kenang mehleng ea setoko le ntse le buleha butle-butle, 'me indasteri le eona e ntse e utloa bohloko. Leha ho le joalo, 'maraka o tla fetoha butle-butle ho fihlela khōlong kapa ho se tsitse,' me e tla ba nako ea ho netefatsa.
Nako ea poso: Loetse-18-2019