Yog tias koj muaj a48V Golf Tsheb Roj Teeblossis cia siab rau lithium-poweredLub Roj Teeb GolfTshuab, Brace koj tus kheej: cobalt tus nqi tsuas yog spiked 27% nyob rau hauv ib lub lim tiam. Cov koom pheej ywj pheej ntawm cov Congo (DRC)-% ntawm lub ntiaj teb kev xa hluav taws xob-nres tus nqi oversupinity-tsav nqe vau. Ntawm no yog li cas no seismic hloov cuam tshuam koj cov nqi roj teeb thiab vim li cas ntse cov kev daws teeb meem ntau dua puas tau.
Vim li cas cov nqi cobobal skyrocketed-thiab vim li cas nws tseem ceeb
Lub DRC tus export khov, ua kom muaj lub ob hlis ntuj ua kom ruaj khov cobalt cov lag luam tom qab tus nqi puas tau muaj 10 ib phaus. Thaum lub sij hawm txav mus ib ntus nqa nqi rau cov nqi rau15 / lb, cov kws tshaj lij ceeb toom nws yog ib pab pawg sib pab. Ntiaj Teb Cobalt cov lus tseem ceeb tseem sib npaug233 hnubNtawm kev noj mov, thiab tooj-txuas ntau lawm (uas tau muab cobalt ua qhov byproduct) txuas ntxiv surging.
Rau48V Golf Tsheb Roj TeebCov neeg siv, qhov tsis txaus siab tsis txaus ntseeg ob qho kev pheej hmoo:
- Lub sij hawm luv nqi pauj: Cov roj teeb cov roj teeb ntsej muag ntsej muag tam sim no tus nqi hikes, uas tuaj yeem ua kom pom tseeb rau cov neeg siv khoom.
- Muab cov khoom siv sib tsoo: Ntau dua 60% ntawm cobalt ua kom rov muaj dua yog tswj hwm los ntawm Tuam Tshoj, tawm hauv Western Marketable cuam tshuam rau Geopolitical cuam tshuam.
Nws zais teeb meem: Cobalt's "tsis muaj pem teb" nqe
Tsis zoo li cov khoom muag sawv ntsug, cobalvalt tsis muaj tus kheej-kho cov tshuab. Vim li cas? 98% ntawm nws yog mined ua byproductruct los tooj liab lossis npib tsib xee. Txawm tias tus nqi sib tsoo, Congo's cov zis tooj liab dhia 55% hauv 2024- dej nyab ua kev lag luam nrog60, {000 tons ntxivntawm cobalt.
Cov txheej txheem no txhais tau txhais tau tias niaj hnub no cov nqi nce yuav fizzle ib zaug export ban xaus. Raws li Reuters Analyst Andy Cov Lus Cim Tsev: "Stockpiled cobalt Hydroxide yuav thaum nws rov ua lag luam 2023 CMOC cov khoom lag luam uas tau sib tsoo".
Yuav ua li cas Whetenergy Shields koj lub tawb thauj khoom
Ntawm whatenergy, peb tau tsim peb48V Golf Tsheb Roj Teebkom txo qis cobalteestsis muajKev txi ua tau zoo. Ntawm no yog li cas:
- Cobalt-lite lifepo4 chemistry: Peb cov roj teeb siv 70% tsawg dua cobalt tshaj cov nmc tsim.
- Xauv-hauv Cov Ntawv Cog Lus Siv: Peb muaj kev nyab xeeb ua ntej kev cobalvalt cov lus no yog tsis yog tus nqi viav vias hla dhau 2025.
- Rov qab siv-npaj tsim: Rov qab 95% ntawm cov ntaub ntawv, txo cov khoom siv ntev ntev.
Daim duab loj dua: Zog kev ruaj ntseg hauv lub sijhawm tsis ruaj khov
Lub DRC txav tsis yog hais txog kev cobalt-nws yog kev hu xov tooj. Nrog Congo kuj tseem yog cov chaw tsis txaus thiab sab hnub poob scrambling rau Bypass ua kom zoo dua tus neeg koom tes yog qhov tseem ceeb.
Peb liLub Roj Teeb GolfCov tshuab ua rau muaj kev ntxhov siab no:
- Ul-ntawv pov thawj kev nyab xeeb: Cov Case-resistant Cov Casings Ntsuas thaum 1,500 degree F.
- 5-} xyoo xyoo tus nqi lav: Tsis muaj nqi siv nqi, txawm hais tias cobalt ntaus $ 20 / lb.
- Ua nyob rau hauv Texas: Cov hlua khi tag nrho cov saw, xoom congolese cobalt nyob rau hauv lub rooj sib txoos kawg.
Ua ua ntej kev poob siab tom ntej
Cobalt's Rollercoaster tsis qeeb. Luag koj48V Golf Tsheb Roj TeebNiaj hnub no nrog tus khub uas tau npaj.