London, Lub Ib Hlis 23rd (Argus) - Txog tam sim no xyoo no, tus nqi ntawm European tungsten hlau tau nce los ntawm 8.3%, feem ntau yog vim qhov txo qis ntawm tungsten concentrate, ua rau lub ntiaj teb tsis txaus ntawm tungsten ore. Qhov kev tsis txaus siab no qhia tau tias tsis muaj kev cuam tshuam txog kev txo qis thiab xav tias yuav ua rau muaj kev kub ntxhov ntxiv rau cov nqi nyob rau hauv seem ntawm lub xyoo no.
Thaum Lub Ib Hlis 22nd, Argus qhov kev ntsuam xyuas qhov tseeb tshaj plaws rau European tungsten hlau hauv Rotterdam yog $149 - $ 151 ib kilogram, nce 238% xyoo-ntawm- xyoo thiab nce siab tshiab.
Thawj qhov kev nce siab pib pib thaum Lub Ob Hlis 4th, thaum Tuam Tshoj, lub ntiaj teb cov neeg tsim khoom tungsten loj tshaj plaws, nthuav dav nws ob lub- siv kev tswj tub rog thiab pej xeem, suav nrog ntau yam khoom siv tungsten. tungsten hlau tsis tau txwv ncaj qha, tab sis txoj cai hloov pauv tau ua rau qhov kev thov rau tungsten concentrate sab nraum Suav teb.
Kev ua lag luam thoob ntiaj teb tab tom ntsib teeb meem tsis txaus ntawm tungsten concentrate. Nyob rau hauv xyoo tas los no, tsoomfwv Suav tau ua phem rau kev ua txhaum cai mining thiab tswj hwm cov quotas txhua xyoo. Raws li cov ntaub ntawv los ntawm Tuam Tshoj Nonferrous Metals Industry Association, Tuam Tshoj tus tungsten concentrate ntau lawm yuav tsum muaj kwv yees li 126,214 tons los ntawm 2025, 2% txo qis piv rau xyoo dhau los.
Yog li ntawd, Tuam Tshoj tau nce nws cov ntshuam ntawm txawv teb chaws tungsten concentrate, exacerbating lub ntiaj teb no mov sib txawv. Cov ntaub ntawv kev lis kev cai qhia tau hais tias nyob rau hauv 2025, Tuam Tshoj tus tag nrho imports ntawm tungsten concentrate thiab lwm yam ntaub ntawv yog 22,653 tons, nce 38% piv rau 2024.
Nws cia siab tias Tuam Tshoj txoj kev lag luam tungsten tseem yuav nce ntxiv, vim qee qhov mines yuav raug kaw thaum hnub so Lunar New Year thiab National People's Congress lub rooj sib tham hauv lub Peb Hlis. Tsis tas li ntawd, nyob rau hauv 2025, Tuam Tshoj tus tungsten concentrate exports los ntawm hlau sib npaug poob mus rau 13,893 tons, ib tug 27% txo nyob rau hauv lub xyoo dhau los.
Vim yog cov khoom tsis txaus, European tungsten concentrate cov khoom muag tau nruj heev. Thaum Lub Ib Hlis 22nd, tus nqi ntawm tungsten concentrate nyob rau hauv Rotterdam warehouses soared los ntawm 240% xyoo-on-xyoo rau $900 - $930 ib ton qhuav.
Ib tug tub luam tau hais rau Argus: "Kuv tsis xav tias yuav muaj kev poob qis vim tias tsis muaj lwm txoj hauv kev thiab tsoomfwv Suav yuav tsis rov xav txog kev so ntawm kev tswj hwm. Tib lub sijhawm, tus nqi tsim nyog ntawm tungsten hlau tau nce tas li, thiab tsoomfwv Suav tau siv nruj dua mining quotas thiab ib puag ncig kev soj ntsuam cov cai."
Cov ntaub ntawv kev lis kev cai qhia tau hais tias txij lub Ib Hlis mus txog Lub Kaum Hli, vim yog cov neeg yuav khoom nyuaj hauv kev nrhiav cov khoom siv raw, cov khoom lag luam ntawm European tungsten hlau tau poob 7.4% xyoo-rau- xyoo rau 3,142 tons. Nyob rau tib lub sijhawm, Tuam Tshoj tus tungsten hlau ntshuam tau poob 9.1% rau 1,888 tons.
Feem ntau cov tungsten hlau qhov chaw nug nyob rau hauv cov teb chaws Europe yog rau me me raws li steel mills thiab foundries tsuas yuav cov ntaub ntawv raws li xav tau. Txawm hais tias muaj ntau dua, tsheb thauj khoom - cov lus nug, cov neeg muag khoom tsuas yog muab cov khoom me me vim tias ob peb tus neeg koom ua lag luam muaj cov khoom muag txaus. Vim qhov kev cia siab txuas ntxiv ntawm tus nqi tungsten hlau, cov tuam txhab tuav cov khoom siv raw khoom tau nce tsis kam koom nrog kev sib tw. Muaj pov thawj tias cov smelters tau txaus siab ua tus nqi siab dua, thiab cov neeg siv khoom feem ntau tau them ntau dua $ 900 ib tonne qhuav ntawm Rotterdam warehouse los yuav cov khoom.
"Txhua yam nyob ntawm cov neeg muab khoom suav hauv Suav," tus tub luam tau hais tias, vim tias feem ntau cov khoom lag luam smelting yog concentrated hauv Suav teb, thiab tsuas yog ob peb lub smelters txawv teb chaws - Austria, Spain, Kaus Lim Qab Teb thiab Nyab Laj - muaj peev xwm tsawg.
Nws cia siab tias cov nqi yuav nyob twj ywm ntawm keeb kwm highs nyob rau lub sijhawm ze, tab sis kev ua lag luam yuav nws thiaj li qeeb qeeb vim tias ntau cov khoom siv ntau ntxiv. Kwv yees li ntawm 20,000 tons ntawm cov peev txheej tshiab tau npaj los hauv online nyob ib ncig ntawm 2027 los ntawm Dahuotang Mine hauv Jiangxi Xeev thiab Shizhuyuan Mine hauv Hunan Province.
