Raws li USGS (United States Geological Survey) cov ntaub ntawv, lub ntiaj teb no npib tsib xee reserves nyob rau hauv 2019 yog 89 lab tons, thiab lub regional faib ntawm lub ntiaj teb no npib tsib xee reserves yog ntau concentrated, thiab lub sab saum toj peb lub teb chaws Indonesia, Australia thiab Brazil ua ke account rau txog 60. % ntawm ntiaj teb npib tsib xee reserves, ntawm uas Indonesia thiab Australia muaj ntau tshaj 20%, thiab Tuam Tshoj cov nickel reserves tsawg. Tsuas yog 3% ntawm lub ntiaj teb reserves.
Nrog rau kev tso tawm tas li ntawm cov khoom siv nickel muaj peev xwm hauv Indonesia, cov khoom lag luam tau nce ntxiv, thiab lub ntiaj teb nickel kev ua lag luam tau txuas ntxiv mus ntxiv, thiab cov nqi npib tsib xee tau poob ntau dua. Hauv xyoo 2023, tus nqi npib tsib xee poob li ntawm 45%. Ntau tshaj 60 feem pua ntawm lub ntiaj teb nickel mining kev lag luam poob nyiaj ntawm tus nqi tam sim no, raws li kev kwv yees. Ntawm lawv, qhov loj tshaj plaws yog Australia cov nickel miners.
Raws li xov xwm txawv teb chaws nyob rau lub Ib Hlis 30, Australian roj teeb hlau tsim IGO Ltd tau hais tias vim tus nqi qis, nws yuav tsum tsis txhob tsim cov Cosmos npib tsib xee hauv Western Australia rau kev saib xyuas, thaum txiav kev kwv yees lithium ntau lawm txhua xyoo. Canadian mining giant First Quantum Minerals tshaj tawm tias vim qhov poob qis ntawm cov nqi npib tsib xee hauv 2023, lub tuam txhab txiav txim siab txiav cov nqi thiab ncua nws txoj haujlwm ntawm Ravensthorpe nickel-cobalt mine hauv Western Australia, Australia, uas yuav ua rau 30% layoffs.
Ib xyoos thiab ib nrab xyoo dhau los, BHP Group, lub tuam txhab mining loj tshaj plaws hauv ntiaj teb, tshaj tawm tias nws tau kos npe rau daim ntawv cog lus nickel nrog Tesla thiab Toyota. Lub sijhawm ntawd, BHP txoj kev tswj hwm tau txheeb xyuas cov npib tsib xee ua tus ncej tseem ceeb ntawm lub tuam txhab kev lag luam loj hlob. Raws li Caixin tsab ntawv ceeb toom, BHP Billiton tuav 120,{1}} hectares ntawm thaj av hauv Western Australia. Cov txiaj ntsig tshawb fawb pom tau tias thaj chaw muaj ntau dua 7.4 lab tons ntawm nickel reserves, uas yog qhov thib ob loj tshaj plaws nickel sulfide peev txheej hauv ntiaj teb. Thiab tsuas yog lub lim tiam dhau los, BHP tau ceeb toom txog qhov kev cia siab rau nws cov haujlwm Nickel sab hnub poob, hais tias nws tab tom txiav txim siab tso Nickel West, uas ntiav 3,300 tus neeg ua haujlwm, hauv "lub sijhawm saib xyuas thiab tu".
Txij li lub Cuaj Hlis 2023, tsib tus miners hauv WA Nickel kev lag luam tau kaw lossis txo qis rov qab tsim khoom, suav nrog Panoramic Resources, BHP Nickel West, Wyloo thiab Thawj Quantum Minerals. Western Australia txoj kev lag luam npib tsib xee muaj kev pheej hmoo ntawm kev ua tsis tau zoo vim muaj kev nkag mus ntawm cov khoom pheej yig los ntawm Indonesia, qis dua qhov xav tau ntawm cov roj teeb ore thiab nce nqi hauv zos.
Kev kub ntxhov npib tsib xee hauv Western Australia xav tau "kev txhawb nqa muaj zog" los ntawm tsoomfwv.
Thaum Lub Ob Hlis 16, 2024, tsoomfwv tau ntxiv npib tsib xee rau Australia Daim Ntawv Teev Npe Tseem Ceeb Minerals, ua rau nws yooj yim dua rau cov tuam txhab mining tawm tsam kom nkag mus rau tsoomfwv cov nyiaj A $ 4 billion tseem ceeb Minerals Fund. Tab sis txawm hais tias kev lag luam npib tsib xee tau txais $ 4 nphom nyiaj txiag tseem ceeb, nws yuav poob rau hauv lub thoob rau tag nrho kev lag luam.
Raws li kev tshawb fawb Reuters, npib tsib xee yuav tsum muaj qhov seem ntawm 241,000 tons hauv 2024; Ib qho nyiaj seem ntawm 204,000 tons yuav tsum nyob rau hauv 2025. Nickel nyiaj seem hauv ob xyoos tom ntej.
Citic hais txog cov ntaub ntawv qhia tau hais tias nyob rau sab muab khoom, nws xav tias cov ntshiab npib tsib xee, ferro npib tsib xee, npib tsib xee sulfate, thiab lwm yam yuav tswj cov qauv ntawm cov khoom nthuav dav, uas cov npib tsib xee sulfate yuav muaj kev loj hlob ntau dua nyob rau hauv 2024. Ntawm qhov kev thov. sab, lub lag luam stainless hlau kuj tseem nruj, thiab kev loj hlob tus nqi yuav tsum nyob rau hauv lub hauv paus tiaj tus nrog rau cov xyoo dhau los, thaum lub sij hawm txoj kev loj hlob ntawm cov roj teeb yuav qeeb, thiab cov alloy phaj kuj yog ib tug tsawg-ceev kev loj hlob qauv, yog li cov oversupply. ntawm lub ntiaj teb nickel kev lag luam hauv 2024 Tej zaum yuav ua rau hnyav ntxiv.
Tom qab ib qho kev nce hauv npib tsib xee tom qab Lun Nickel qhov kev tshwm sim, kev lag luam npib tsib xee yuav hloov mus rau theem tshiab ntawm tag nrho cov khoom siv los ntawm 2023 mus ntxiv. Tus nqi npib tsib xee thoob ntiaj teb yuav nyob qis thiab yuav nyob twj ywm li ntawd rau ob peb xyoos ntxiv ua ntej cov nickel glut hauv khw raug kho.
