NA MEA NUI
Hāʻawi ʻia nā makana kiʻekiʻe no ka lawe ʻana o Kepakemapa.ʻO ka hoʻoponopono ʻana i nā margin e hoʻokele i nā kumukūʻai i luna
Ua piʻi aʻe nā kumukūʻai lithium carbonate i kahi kiʻekiʻe o ka manawa ma ʻAukake 23 ma waena o ka hoʻomau ʻana i ka koi ikaika ma lalo o ke kahawai.
Ua loiloi ʻo S&P Global Platts i ka pākaukau lithium carbonate ma Yuan 115,000/mt ma ʻAukake 23, piʻi ʻo Yuan 5,000/mt mai ʻAukake 20 ma ke kumu i hāʻawi ʻia, uku ʻia ma Kina e haki i ke kiʻekiʻe mua o Yuan 110,000/mt i ka pule i hala.
Ua ʻōlelo nā kumu kūʻai mai ka piʻi ʻana o nā kumukūʻai ma hope o ka piʻi ʻana o ka hana LFP (lithium iron phosphate) Kina, e hoʻohana ana i ka lithium carbonate e kūʻē i nā ʻano pākaukau lithium-ion ʻē aʻe.
Ua ʻike ʻia ka hoihoi kūʻai ikaika ʻana me nā puke o ʻAukake mai nā mea hana i kūʻai ʻia.Loaʻa nā ukana kikoʻī no ka hoʻouna ʻana iā ʻAukake ma nā waihona waiwai o nā mea kālepa.
ʻO ka pilikia me ke kūʻai ʻana mai ka mākeke lua ʻo ia ka ʻokoʻa o nā kikoʻī i hiki ke ʻokoʻa mai nā mea kūʻai aku no nā mea hana mua, wahi a kahi mea hana.Aia kekahi mau mea kūʻai aku no ka mea ʻoi aku ka maikaʻi o ke kumukūʻai hana hou ma mua o ke kūʻai ʻana i nā kiʻekiʻe o ke kumukūʻai kiʻekiʻe no nā ukana hoʻouna ʻo Kepakemapa, hoʻohui ka mea hana.
Ua lohe ʻia nā hāʻawi no ka lithium carbonate me ka hāʻawi ʻana o Kepakemapa ma Yuan 120,000/mt mai nā mea hana nui a ma kahi o Yuan 110,000/mt no nā hōʻailona liʻiliʻi a i ʻole nā mea nui.
Ua hoʻomau ka piʻi ʻana o nā kumukūʻai no ka lithium carbonate ʻenehana me nā mea kūʻai aku e hoʻohana ana ia mea e hana ai i ka lithium hydroxide, wahi a nā kumu mākeke.
Ua lohe ʻia nā makana i hoʻonui ʻia i Yuan 105,000/mt ma ʻAukake 23, i hoʻohālikelike ʻia me kahi kālepa i hana ʻia ma Yuan 100,000/mt ma ʻAukake 20 ma ke kumu uku hoʻoili uea.
Ua manaʻo ka poʻe kālepa i ka piʻi ʻana o nā kumukūʻai o lalo e lawe i nā kumukūʻai no nā huahana upstream e like me spodumene.
ʻAneʻane kūʻai ʻia nā puʻupuʻu spodumene a pau i loko o nā kuʻikahi manawa akā aia nā manaʻolana o kahi ʻāpana i ka wā e hiki mai ana mai kekahi o nā mea hana, wahi a kahi mea kālepa.Ma muli o ka nani o ka hana ʻana i ke kumu kūʻai mua o $1,250/mt FOB Port Hedland e kūʻē i nā kumukūʻai lithium carbonate i kēlā manawa, aia nō kahi lumi no ka piʻi ʻana o nā kumukūʻai, wahi a ke kumu.