Ngomhlaka-10 Septhemba, isaziso esivela kwi-Australian Stock Exchange savusa umoya obandayo emakethe ye-graphite. I-Syrah Resources (ASX:SYR) ithe ihlela ukuthatha “isinyathelo esisheshayo” ukubhekana nokwehla okungazelelwe kwamanani e-graphite futhi yathi amanani e-graphite angase ehle kakhulu kamuva kulo nyaka.
Kuze kube manje, izinkampani ze-graphite ezisohlwini lwase-Australia kufanele zingene "emodini yasebusika" ngenxa yezinguquko esimweni sezomnotho: ukunciphisa ukukhiqizwa, ukususa izitokwe, kanye nokunciphisa izindleko.
I-Syrah ilahlekelwe ngonyaka wezimali odlule. Kodwa-ke, isimo semakethe siphinde saba sibi kakhulu, okwaphoqa inkampani ukuthi inciphise kakhulu ukukhiqizwa kwe-graphite emayini yaseBalama eMozambique ngekota yesine ka-2019, kusukela kumathani ayi-15,000 okuqala ngenyanga kuya cishe kumathani ayi-5,000.
Le nkampani izophinde inciphise inani lezincwadi zamaphrojekthi ayo ngamaRandi ayizigidi ezingama-60 kuya kumaRandi ayizigidi ezingama-70 ezitatimendeni zezimali zaminyaka yonke zesikhashana ezikhishwe kamuva kuleli sonto futhi "ibuyekeze ngokushesha ukwehliswa kwezindleko zesakhiwo kweBalama kanye nenkampani yonke".
I-Syrah ibuyekeze uhlelo lwayo lokusebenza luka-2020 futhi yaveza isifiso sokunciphisa ukusetshenziswa kwemali, ngakho-ke akukho siqinisekiso sokuthi lokhu kuncishiswa komkhiqizo kuzoba okokugcina.
I-Graphite ingasetshenziswa njengezinto zokwakha ama-anode kumabhethri e-lithium-ion kuma-smartphone, kumakhompyutha e-notebook, ezimotweni zikagesi nakwamanye amadivayisi kagesi, futhi isetshenziswa nakumadivayisi okugcina amandla egridi.
Amanani aphezulu e-graphite akhuthaze imali ukuthi ingene kumaphrojekthi amasha angaphandle kweShayina. Eminyakeni embalwa edlule, isidingo esisha sikhuthaze ukwenyuka okukhulu kwamanani e-graphite futhi savula amaphrojekthi amaningana asekhaya nawamazwe ngamazwe ezinkampanini zase-Australia.
(1) I-Syrah Resources yaqala ukukhiqizwa kwezentengiselwano emayini ye-graphite yaseBalama eMozambique ngoJanuwari 2019, yanqoba ukucima kukagesi okwathatha amasonto amahlanu ngenxa yezinkinga zomlilo futhi yaletha amathani angu-33,000 e-graphite ecoarse kanye ne-graphite encane kwikota kaDisemba.
(2) I-Grapex Mining esePerth ithole imali mboleko engu-$85 million (A$121 million) evela eCastlelake ngonyaka odlule ukuze ithuthukise iphrojekthi yayo ye-graphite yeChilalo eTanzania.
(3) I-Mineral Resources ibambisene ne-Hazer Group ukusungula isitshalo sokukhiqiza i-graphite yokwenziwa eKwinana, eNtshonalanga ye-Australia.
Naphezu kwalokhu, iShayina izohlala iyizwe eliyinhloko lokukhiqizwa kwe-graphite. Ngenxa yokuthi i-graphite eyindilinga iyabiza ukuyikhiqiza, kusetshenziswa ama-acid aqinile nezinye izinto ezivuselelayo, ukukhiqizwa kwe-graphite kwezentengiselwano kukhawulelwe eShayina. Ezinye izinkampani ezingaphandle kweShayina zizama ukuthuthukisa uchungechunge olusha lokuhlinzekwa kwe-graphite eyindilinga olungase luthathe indlela enobungani nemvelo, kodwa akukaqinisekiswa ukuthi ukukhiqizwa kwezentengiselwano kuyancintisana neShayina.
Isimemezelo sakamuva sembula ukuthi iSyrah ibonakala sengathi ayikwazanga ngokuphelele ukwahlulela kahle ukuthambekela kwemakethe ye-graphite.
Ucwaningo lokwenzeka kwezinto olukhishwe yiSyrah ngo-2015 lucabanga ukuthi amanani e-graphite alinganiselwa ku-$1,000 ngethani ngesikhathi sempilo yemayini. Kulolu cwaningo lokwenzeka kwezinto, inkampani icaphune ucwaningo lwamanani angaphandle oluthi i-graphite ingabiza phakathi kuka-$1,000 no-$1,600 ngethani phakathi kuka-2015 no-2019.
NgoJanuwari walo nyaka, iSyrah yatshela abatshalizimali ukuthi amanani e-graphite kulindeleke ukuthi abe phakathi kuka-$500 no-$600 ngethani ezinyangeni ezimbalwa zokuqala zika-2019, yengeza ngokuthi amanani "azokhuphuka".
USyrah uthe amanani e-graphite afinyelele isilinganiso sama-$400 ngethani kusukela ngoJuni 30, ehle kakhulu kusukela ezinyangeni ezintathu ezedlule ($457 ngethani) kanye namanani ezinyanga ezimbalwa zokuqala zika-2019 ($469 ngethani).
Izindleko zokukhiqiza zeyunithi yeSyrah eBalama (ngaphandle kwezindleko ezengeziwe ezifana nokuthutha impahla kanye nokuphatha) zazingu-$567 ngethani engxenyeni yokuqala yonyaka, okusho ukuthi kukhona igebe elingaphezu kuka-$100 ngethani phakathi kwamanani amanje kanye nezindleko zokukhiqiza.
Muva nje, izinkampani eziningana ezisohlwini lwezimboni zebhethri le-lithium laseShayina zikhiphe ingxenye yazo yokuqala yombiko wokusebenza ka-2019. Ngokwezibalo, phakathi kwezinkampani ezingu-81, inzuzo yenkampani engu-45 yehle unyaka nonyaka. Phakathi kwezinkampani ezingu-17 zezinto zokwakha ezikhuphukayo, ezintathu kuphela ezifinyelele ukukhula kwenzuzo yonyaka nonyaka, inzuzo yenkampani engu-14 yehle unyaka nonyaka, kanti ukwehla kwakungaphezu kuka-15%. Phakathi kwazo, inzuzo yeShengyu Mining yehle ngo-8390.00%.
Emakethe engezansi yemboni yamandla amasha, isidingo samabhethri ezimoto zikagesi sibuthakathaka. Zithintwe uxhaso lwezimoto ezintsha zamandla, izinkampani eziningi zezimoto zinciphise ama-oda azo ebhethri engxenyeni yesibili yonyaka.
Abanye abahlaziyi bemakethe baveze ukuthi ngokuncintisana okukhulu kwemakethe kanye nokuhlanganiswa okusheshayo kochungechunge lwezimboni, kulinganiselwa ukuthi ngo-2020, iShayina izoba nezinkampani zamabhethri kagesi ezingu-20 kuya ku-30 kuphela, futhi amabhizinisi angaphezu kuka-80% azobhekana nengozi yokususwa.
Ukuvalelisa ekukhuleni okusheshayo, ikhethini lemboni ye-lithium-ion engena enkathini yesitoko liyavuleka kancane kancane, kanti nemboni nayo iyahlupheka. Kodwa-ke, imakethe izophendukela ekuvuthweni noma ekumisweni kancane kancane, futhi kuzoba yisikhathi sokuqinisekisa.
Isikhathi sokuthunyelwe: Septhemba 18-2019