London, Lub Ib Hlis 26th (Argus) - Indonesia npaj yuav txo nws 2026 npib tsib xee txoj haujlwm phiaj xwm thiab pob nyiaj siv (RKAB) rau kwv yees li 250-260 lab tons. Qhov no yog ib txoj cai tseem ceeb cuam tshuam. Txawm li cas los xij, qhov kev txav no tsuas yog zawm cov khoom siv ntawm cov dej ntws ntws tab sis yuav tsis pab daws cov khoom lag luam zoo thoob ntiaj teb xws li npib tsib xee npua hlau (NPI), npib tsib xee daim txhuam cev, thiab sib xyaw hydroxide nickel cobalt (MHP).
Tam sim no, cov khoom siv ntau dhau hauv kev lag luam npib tsib xee yog nyob rau hauv cov khoom lag luam qis qis - tshwj xeeb tshaj yog npib tsib xee npua hlau (NPI), npib tsib xee daim txhuam cev, thiab sib xyaw hydroxide nickel cobalt (MHP) - es tsis yog npib tsib xee ore. Ib qhov chaw Indonesian tau hais rau Argus tias cov nqi ore hauv tebchaws Indonesia tseem nyob rau theem siab, nrog rau tus nqi av ntawm ore nrog 1.6% npib tsib xee cov ntsiab lus siab dua $ 50 ib tuj, qhia tias cov khoom siv ntawm cov ore tseem nruj. Yog tias muaj kev xa khoom ntau dhau ntawm ore, tus nqi yuav txo qis. Yog li ntawd, tsuas yog txo cov ore quota tej zaum yuav nyuaj rau rebalance cov lag luam rau NPI, npib tsib xee daim txhuam cev, thiab MHP, tshwj tsis yog cov refining tso zis kuj txwv, raws li ntau lawm yuav redirected rau import ore los ntawm Philippines thiab New Caledonia, raws li tau muaj nyob rau hauv xyoo tas los no.
Cov neeg koom nrog kev ua lag luam tau hais tias qhov kev pom zoo quotas xyoo tas los tau ntau dua li qhov tseeb ore noj ntawm kwv yees li 300 lab tons. Qhov no txhais tau hais tias txawm tias qhov kev thov kom rov ua kom zoo dua yuav tsum tau nce ntxiv hauv 2026, qhov kev txo qis hauv cov khoom yuav tsawg dua li cov ntaub ntawv xov xwm. Lub tswv yim RKAB rau 2026 tau txo qis los ntawm kwv yees li ib -peb peb piv rau 370 lab tons tau pom zoo hauv 2025, thiab nws lub hom phiaj zoo li "tswj" tus nqi npib tsib xee thiab rov qab tswj cov saw hlau. Qhov no tau tshwm sim nyob rau hauv qhov tsis ntev los no ntawm cov nqi npib tsib xee ntawm London Hlau Txauv (LME) mus rau ntau dua $ 18,000 ib tuj. Txawm li cas los xij, cov quotas tau pom zoo tseem qis dua Argus qhov kwv yees kwv yees li 330 lab tons ntawm Indonesian ore xav tau hauv 2026, uas yuav ua rau muaj kev tsis txaus ntawm cov khoom siv raw rau cov refineries ntau dua li kev kho cov ntsiab lus ntawm oversupply ntawm refined npib tsib xee.
Qhov kev tsis sib haum xeeb no qhia txog cov qauv kev muaj tiag uas cov neeg koom nrog kev lag luam tau lees paub ntau ntxiv: Indonesia cov nyiaj npib tsib xee nyob rau hauv cov khoom qis qis, tsis yog hauv ore. Thiab rau qee tus neeg tsim khoom, qhov kev pheej hmoo ntawm cov khoom lag luam nruj nruj tau dhau los ua qhov tseeb. Qhov thib ob Indonesian qhov chaw hais rau Argus tias cov neeg tsim khoom loj Vale Indonesia tau pom zoo tsuas yog kwv yees li 30% ntawm nws 2026 RKAB piv rau nws daim ntawv thov ntim, thiab nws cov quota tam sim no suav hais tias tsis txaus los muab ntau qhov siab -pressure acid leaching (HPAL) tej yaam num npaj yuav los hauv online xyoo no. Vale tab tom tsim peb lub tuam txhab HPAL, suav nrog Pomalaa thiab Bahodopi, thiab cov haujlwm no yuav xav tau ntau dua 30 lab tons ntawm cov thee xim av hauv ib xyoos thaum ua tiav. Yog tias tsis muaj kev pom zoo ntxiv quota, lub tuam txhab kev cog lus yuav tsis ua tiav.
Cov kws tshuaj ntsuam kuj tau ceeb toom tias RKAB quotas hauv Indonesia tau muab tso rau hauv cov tons ntub dej, uas muaj cov dej noo tseem ceeb thiab muaj cov qib npib tsib xee sib txawv, ntxiv rau lwm txheej ntawm qhov tsis paub meej rau qhov kawg ntawm cov khoom siv nickel refined uas yuav cuam tshuam.
