Nyob rau yav tom ntej, tus nqi npib tsib xee zoo li kev poob qis. Kev pheej hmoo aversion hauv ntiaj teb kev lag luam nyiaj txiag tau nce ntxiv rau hnub Wednesday, nrog DOLLAR nce siab thiab Shanghai nickel tus nqi txo qis tom qab Moderna' tus CEO ceeb toom tias cov tshuaj tiv thaiv Omicron yuav yog" tsis tshua muaj txiaj ntsig" thiab Tsoom Fwv Teb Chaws Reserve Thawj Tswj Hwm Jerome Powell tau hais tias nws tab tom txiav txim siab txog kev ua lag luam ntxov ntawm nws txoj haujlwm kev yuav khoom.
Cov khoom siv nruj tau txhim kho
Nickel ore, raws li lub Kaum Ib Hlis 26, lub teb chaws chaw nres nkoj nickel ore cov khoom muag ntawm 9.347 lab tons, ib lub lis piam poob ntawm 1.21%, xyoo-rau-xyoo kev loj hlob ntawm 1.18%. Txij li thaum lub Kaum Ib Hlis, cov khoom muag nickel ore tau nce ntxiv, thiab tam sim no kev lag luam hauv tsev nickel hlau txwv kev lag luam tseem ua rau cov khoom muag nickel ore piv nrog tib lub sijhawm xyoo tas los. Nickel tus nqi tuav ruaj khov ntawm 1.5% tom qab npib tsib xee hauv Philippines, txawm hais tias kev thov tsis muaj zog vim lub caij los nag hauv Philippines.
Nickel hlau, txij li lub Kaum Ib Hlis 30, tus nqi nruab nrab ntawm cov nickel npua hlau hauv tsev yog 1445 yuan ib nickel taw tes, tus nqi tsis ntev los no tseem pheej poob. Intraday trading ntim kuj yog lub teeb, feem ntau yog vim tsis muaj zog downstream xav tau. Stainless hlau downstream txiav txim txo, qhov chaw tus nqi pheej rov hais dua, qhov kev lees txais ntawm cov khoom siv raw khoom txo qis, cov khoom siv raw khoom yog nyob rau hauv siab. Nyob rau tib lub sijhawm, kev lag luam ntawm cov khoom siv hlau tsis zoo hauv kev ua lag luam tam sim no zoo dua, yog li txo qhov kev xav tau ntawm nickel hlau hlau mills. Tus nqi ntawm cov khoom siv yog tseem siab, thiab kev txaus siab ntawm tus nqi hloov kho yog qhov muaj zog. Txawm li cas los xij, ob qho tib si raw cov ntaub ntawv thiab cov nqi hluav taws xob muaj qhov tshwm sim ntawm kev hu rov qab, thiab cov nqi them nyiaj poob qis. Nyob rau hauv luv luv, npib tsib xee-hlau tseem muaj peev xwm ntawm downward hloov.
Electrolytic npib tsib xee, nyob rau lub Kaum Hli, lub teb chaws electrolytic nickel tso zis ntawm kwv yees li 14,500 tons, ib tug sequential kev loj hlob ntawm 1.48%, cov zis piv nrog rau lub Cuaj Hli Ntuj nce li ntawm 212 tons, kev khiav hauj lwm tus nqi mus txog 66%. Qhov tseeb, Lub Kaum Hli ntau lawm tsis cuam tshuam los ntawm kev txiav hluav taws xob hauv Gansu, gansu smelter tso zis kuj ruaj khov. Los ntawm qhov kev pom no, domestic smelter ntau lawm yog ruaj khov nyob rau tam sim no.
Nyob rau hauv cov nqe lus ntawm high nickel matte, zus tau tej cov nickel matte nyob rau hauv Indonesia yuav tsum mus txog 300,000 hlau tons ib xyoo. Greenmather tau hais rau lub Kaum Ib Hlis 29 tias nws npaj yuav pib ua haujlwm ntawm nws qhov Greenmather Project hauv Indonesia thaum ntxov 2022, ua ntej nws lub hom phiaj tseem ceeb ntawm xyoo 2022, ntxiv rau kev txhawb nqa cov khoom noj nickel sulfate. Norilsk thiab Vale kuj tau tsa lawv cov phiaj xwm nickel ntau lawm rau 2022 los ntawm 2021.
Kev noj tag nrho tseem tsis muaj zog
Hais txog cov nickel sulfate, vim yog cov neeg siv khoom tsis zoo, lub Hoobkas nickel sulfate nyob rau sab hnub tuaj Tuam Tshoj tau teem sijhawm pib txij thaum Lub Kaum Ob Hlis, uas yuav kav ib nrab ib hlis thiab cuam tshuam txog 150 tons ntawm hlau. Thiab thaum lub Kaum Ib Hlis 30, ib tsob nroj nickel sulphate hauv Suav teb kuj tau tshaj tawm tias nws yuav pib hloov kho txhua xyoo nyob rau thaum xaus lub Kaum Ib Hlis. Kev kho dua tshiab yuav tsum siv sijhawm ib nrab ib hlis mus rau ib hlis thiab xav tias yuav cuam tshuam txog 200-350 tons ntawm hlau. Tam sim no, cov nyiaj npib tsib xee sulfate tsis zoo, cov nqes qis yog qhov nyuaj rau kev lees txais tus nqi siab, ob tog txuas ntxiv mus ua si, ntau lub tuam txhab npib tsib xee sulfate npaj yuav ua haujlwm txij thaum lub Kaum Ib Hlis lossis lub Kaum Ob Hlis, luv luv nickel. thov tsis muaj zog.
