Cov nqi npib tsib xee thoob ntiaj teb tau teem caij poob rau ob peb xyoos tom ntej no raws li Indonesia, lub ntiaj teb cov neeg tsim khoom nickel loj tshaj plaws, nce cov khoom siv thiab cov nqi tsim khoom poob, cov neeg saib xyuas kev lag luam tau kwv yees ntawm lub rooj sib tham hlau nyob rau lub lim tiam no.
Chen Yan, tus thawj coj ntawm cov ntaub ntawv yooj yim thiab kev tshawb fawb engineering ntawm CICC, hais tias Indonesia suav txog 38 feem pua ntawm cov khoom siv thoob ntiaj teb hauv xyoo 2021 thiab nws cov peev txheej nickel yuav tau plaub npaug rau 1.2 lab tons ntawm 2021 thiab 2025.
Daim ntawv cog lus peb lub hlis npib tsib xee ntawm London Hlau Txauv yuav poob 7.5 feem pua rau $ 23,741 ib metric ton rau xyoo no thiab qis dua $ 20, 000 ib metric ton hauv 2024 raws li kev loj hlob ntau lawm outstrips xav tau, hais tias Ellie Wang, an Tus kws tshuaj ntsuam ntawm CRU Group hauv Shanghai.
Indonesia tsuas yog tsim cov npib tsib xee npua hlau (NPI), matte npib tsib xee thiab sib xyaw hydroxide precipitate (MHP), ib qho khoom nruab nrab ntawm nickel sulfate siv los tsim cov roj teeb lithium-ion.
Chen tau hais tias "Lub peev xwm ntxiv tau npaj tseg hauv Indonesia yuav ua rau muaj txiaj ntsig zoo rau nickel sulfate cov fwj hauv peb lub xyoos tom ntej," Chen hais.
Indonesia cov khoom siv MHP xav tias yuav loj hlob plaub npaug rau ze li 600, 000 tonnes ntawm 2022 thiab 2027, suav nrog cov haujlwm tsim los ntawm PT lus dab neeg, PT QMB, Huayou thiab Huafei, CRU's Wang said.
Lub caij no, raws li Wang Yanchen, tus thawj coj ntawm SMM UK, Indonesia cov khoom siv tshiab yuav nce los ntawm 114,700 tonnes hauv 2022 txog 201,800 tonnes hauv 2025.
Raws li Shanghai Hlau Kev Lag Luam, thoob ntiaj teb refined nickel ntau lawm yuav nce mus rau 99,800 tonnes los ntawm 2025 los ntawm 83,400 tonnes hauv 2022.
Nickel ib txwm siv rau hauv cov hlau tsis muaj steel, tab sis tau siv ntau dua hauv kev lag luam roj teeb vim tias lub tsheb hluav taws xob tau nrov dua.
Stainless hlau coj kev thov xav kom ncav cuag 2.4 lab tons hauv 2025, nce los ntawm 2.1 lab tons hauv 2022, CICC's Chen tau hais.
Kev thov los ntawm kev lag luam roj teeb lithium hlau yuav nce mus rau 868, 000 tons hauv tib lub sijhawm, ntau dua ob npaug ntawm 342, 000 tons hauv 2022, Chen tau hais.
Ntxiv rau qhov kev lag luam softer, cov nqi qis dua yuav ua rau cov nqi npib tsib xee ntxiv, Mr Chen tau hais.
"Txoj kev loj hlob ntawm cov pob zeb (ore) yuav yooj yim muab cov khoom tsis txaus thiab txo cov nqi tsim khoom, ua rau kev poob qis hauv cov khoom lag luam qub ntawm cov khoom tshiab thiab npib tsib xee sulfate," nws hais.
