Saurin tashi a farashin don Nickel, yana da alaƙa da motocin lantarki, yana hana yan kasuwa da manazarta. A cikin shekaru masu zuwa, sabbin kafofin wadata zasu bayyana, don haka kwanan nan ci gaba, a cikin ra'ayi, na iya zama ɗan gajeren lokaci.
Farashin nickel a kan musayar hannun jari na London ya girma daga mafi karancin tafiya da 70% zuwa $ 18,410 / T ya wuce $ 18,000). Haske sun yi fare akan ci gaban ƙarfe na ƙarfe a sakamakon karuwa a cikin motocin lantarki, a cikin abin da batir da aka yi amfani da su. Hasashen karfi mai ƙarfi a cikin tallace-tallace na motocin lantarki saboda yawan tattalin arziƙi ya haifar da babbar farashin da kuma wasu karafa da aka yi amfani da su cikin samarwa, gami da jan ƙarfe da ƙarfe da kuma lhifium.
"Ba a haɗa shi da wata hanyar shiga cikin Nickel] da alamomi na asali ba," in ji Andrew Mitchell, mai kula da gidan Mackenzie. - Game da motar lantarki. Idan ka kalli rabo daga wadatar wadata da shawarwarin, bara sai wani gagarumin babban sakewa ne. Kuma muna tsammanin don kiyaye wannan shekara, kuma a cikin masu zuwa. "
Bukatar Nickel ta tsarkake ta tsarkakakkiyar ta kicin ne kawai 8%, kuma fiye da kashi biyu na uku suna faɗuwa a bakin karfe. Amma, bisa ga kimantawar kamfanin na Cikin Kamfanin Kamfanin Kamfanin, bukatar nickel a cikin masana'antun batir na iya kaiwa kashi 32% ta 2040. Irin wannan tsinkaya ya kuma motsa tashe farashin.
"Halin da ya canza sosai. Wani sashi mai mahimmanci na matakan motsa shi yana da alaƙa da kuzari na kore, daga nan da duk wannan jigon Proforud, wanda ƙware ne a cikin hannun jari na kayan masarufi. Koyaya, a cikin 'yan shekarun nan, an yi wasu manyan zuba jari a fadada da tayin, saboda haka, game da tsammanin kasuwa ya kamata a mai da hankali, ya yi masa yayi kirgawa. Ya fi son saka hannun jari da jan ƙarfe, saboda yankin aikace-aikacen yana da yawa: ana buƙatar sahun wutan lantarki a cikin nau'ikan kayan aikin da suka danganci tsaftace makamashi (ba wai kawai a cikin motocin lantarki ba). Bugu da kari, sarar sawu yana barazanar ƙarancin tsari.
Game da Nickel, ana sa ran ƙarfe wuce haddi ya ci gaba da gode wa sabbin ayyukan a Indonesiya, Afirka, Kanada da Amurka. Mafi girman tushen tsari, a bayyane yake, za a gabatar da ayyukan da China, inda aka shirya cire Nickel daga cikin matsin lamba don gamsar da ci gaban masana'antu. Ana samarwa a cikin ɗayan irin waɗannan ayyukan Ningbo Lerry ya kamata ya fara wannan shekara. Farkon wani, a karkashin jagorancin masana'antar kera kasar Sin don batir na dutse, ana shirin dogaro da yanayin tare da coronavirus pandemic.
A cewar manazarta ta hanyar amintattun kasar Sin, wadannan sabbin ayyukan za su "rage farashin samarwa tare da taimakon acid leaching a karkashin samar da batura ta amfani da nickel." Makamashin makamashi da babban abun ciki na wannan ƙarfe ya fi girma, wanda ke ƙara yawan motocin lantarki.
A Kungiyar Kwals, wacce, tare da Rio Tinto, ta samar da filin Nickel a Minnesota, ana nufin kasuwar motar ta lantarki; Farkon samarwa yana shirin samar da 2025. Kuma a makon da ya gabata, ƙaramin kamfanin na Burtaniya Kabanga Nickel ya yarda da ci gaban filin filin Kabanga a cikin kasar.
Koyaya, matsaloli na iya tasowa tare da samar da nickel. A bara, a tsibirin Sabon Caledonia (Faransa na Faransa a Kudancin Pacific) ya kai wajan sayar da kadara mai amfani da kayan aikin harkar harkar ma'adinai. A watan Oktoba, a zaben raba gardama, mazauna sabuwar Cederonia sun ƙi bayyana 'yancin samun' yanci daga kamfanonin ma'adinai na cinye. Wannan na iya haifar da rufin goro da kuma wasu da yawa a tsibirin. "Idan ya ci gaba, ba zai zama don menene ba. Tsibirin Nickel ya ce, "in ji daya daga yan kasuwa.
A cikin hangen zaman gaba na lokaci-lokaci, yawan haɓaka buƙata daga baturan don motocin lantarki sun kasance babban batun. Idan sun yi girma, rashin wadatar wadata na iya zama "arfafawa don tasiri kan farashin Nickel na shekara biyu ko uku," in ji Rahila Zhahang, na Morgan Stantley.
Craforud har ya yi tunanin cewa wani gagarumin karuwa ne "wani dalili na gaba daya nesa fiye da kasuwa ya ƙunshi." A cewar hasashensa, wanda ya wuce haddi na wadata zai ci gaba aƙalla har 2024, har ma da 2025
Translated mikhail overchenko