Kuki Tungsten Carbide na Cobalt Ifu Yiyongereye Mubiciro Uyu mwaka?

I. Ifu ya Cobalt Frenzy: DRC yohereza hanze Halt + Isi Nshya Yihuta

1. DRC Igabanya 80% yo gutanga Cobalt ku Isi

Repubulika Iharanira Demokarasi ya Kongo (DRC) itanga78% bya cobalt yisi. Muri Gashyantare 2025, yatangaje mu buryo butunguranye a4 - ukwezi cobalt ibikoresho fatizo byoherezwa hanze, kugabanya itangwa rya cobalt kwisi yose 26% (bihwanye na 30.000 - toni yabuze buri kwezi). Uruganda rukora inganda rwahuye n’ikibazo cy’ibanze, aho igipimo cy’imikorere cyamanutse kigera kuri 58%. Gitoya - kugeza - imishinga iciriritse niyo yafunze, gusunika ifu ya cobaltibiciro byazamutseho ¥ 3.500 / toni mukwezi kumwe- gusimbuka cyane kuva 2024.

2. Ingufu nshya nibicuruzwa 3C Bitera Cobalt Scramble, Ububiko bwamazi

Kugurisha ibinyabiziga bishya by’ingufu ku isi biteganijwe kwiyongera 25% muri 2025. Hagati ahobateri ya lithium ya ternary (kuri EV) na cobalt - bateri ya aside (kubikoresho 3C)barimo kongera ingufu za cobalt, ziyongereyeho toni 150.000. Iyo bimaze iminsi 45, ifu ya cobalt ibitse ubukumara iminsi 28 gusa- gutanga - gusaba ubusumbane burenze ibiciro.

3. Kubika no Kurenza - Amasezerano Yigihe Kurema Igiciro

Guhagarika ibyoherezwa mu mahanga DRC byateje ubwoba. Abacuruzi babitse ibikoresho birenga 30%, bituma ibiciro byazamutse hejuru ya 12%. Kugira ngo wirinde guhungabana, abakora bateriyasinywe amasezerano maremare - amezi 3 hakiri kare, gukora ibiciro birebire - 8% hejuru yikibanza. Ibi byateje uruziga:kuzamuka kw'ibiciro → kubika byinshi → ndetse n'ibiciro biri hejuru.

II. Tungsten Carbide Surge: Tight Mines Global + Imirenge Yihuta

1. Kugabanya Quota no gufunga ubumuga bwa Tungsten

Kurenga 60% bya tungsten kwisi biva mukarere kamwe kingenzi. Mu 2025, icya mbere - ibipimo byo gucukura amabuye y'agaciro byagabanutseho 6.45%, naho 30% by'ibirombe bito bifunga kubera amategeko akomeye y’ibidukikije. Igiciro cya tungsten yumukara yibanze (ibikoresho fatizo)hit ¥ 172.000 / toni(inyandiko iri hejuru). Muri kamena, tungsten karbide yifu yifu yazamutse4 364 / kg.

2. Photovoltaics, Defence, na Drone Bitwara Ibisabwa Biturika

Tungsten karbide ntikiri kubikoresho byo guca gusa!Photovoltaic tungsten insinga (hamwe na 14% kwisi yose)ziratera imbere, hamwe n’ibigo biyobora “miliyari - metero yumurongo wa metero” ikora idahagarara. Ingabo zirwanira mu kirere (inganda za kirimbuzi) n’inganda zitagira abadereva nazo zirimo kunyaga karbide ya tungsten, hamwe niyi mirenge itatubingana na 40% by'ibisabwa bishya- gusiba amasoko ijoro ryose.

3. Kugenzura ibyoherezwa mu mahanga bikurura isi yose

Tungsten nkuru - ibihugu byohereza ibicuruzwa hanze byashyizeho amategeko "imwe - uruhushya - kuri - gahunda". Gutinya kubura, abaguzi bo hanzeyatangiye guhunika amezi 6 hakiri kare, kuzamura ibiciro mpuzamahanga 13% hejuru yinzego zimbere mu gihugu. Muri Q1 2025, tungsten carbide yoherezwa mu mahanga yazamutseho 45%, naho ibicuruzwa byo hanze byagize 35% by’igurisha - ibyifuzo by’amahanga byongereye ingufu mu muriro.

III. Ibiciro bizakomeza kuzamuka? Isosiyete ikwiye gusubiza ite?

1. Mugufi - Igihe: Ihindagurika ryinshi nkuko icyuho gikomeza

• Ifu ya Cobalt: Guhagarika ibyoherezwa mu mahanga bya DRC bizakomeza kugeza Q3 2025, bitume 32.000 - toni icyuho ku isi. Ibiciro bizahinduka hagati¥ 260– ¥ 280 / kg.
• Tungsten Carbide Ifu: Hamwe na 15,000 - toni yibikoresho fatizo nibisabwa hejuru ya Photovoltaque, ibiciro birashobora kugerageza¥ 380 / kg.

2. Birebire - Igihe: Isiganwa hagati yo Kwimuka no guhanga udushya

• Cobalt: Ibigo bihindura umusaruro muri Indoneziya (hamwe nabakinnyi bakomeye basanzwe bubaka ibihingwa). Kugeza 2026, ubushobozi bushya bushobora koroshya igitutu cyo gutanga.
• Tungsten Carbide: Witondereibikoresho byo gukata silicon(bimaze gusimbuza 20% ya tungsten karbide). Isosiyete igomba kwibanda ku bicuruzwa byo mu rwego rwo hejuru (urugero, nano - urwego rwa tungsten karbide, izamura inyungu 50%).

3. Ingamba zo Kurokoka: Gutanga Umutekano + Kuzamura Ikoranabuhanga

• Igihe gito - Igihe: Funga ibikoresho hamwe namasezerano maremare cyangwa ukoreshe ejo hazaza kugirango wirinde ingaruka zibiciro.
• Murebure - Igihe. Koresha ikoranabuhanga kugirango utsinde ibiciro.

Iri zamuka ryibiciro riterwa napolitiki y'akarere, ibisabwa ku isi, n'imikino shingiro. Ku masosiyete yo ku isi yose, gutsinda bisobanura gusobanukirwa "impamvu ibicuruzwa bitoroshye" na "ninde ugura byinshi" - noneho kubona uburyo bwo gutanga amasoko cyangwa kwihutisha udushya. Icyo gihe ni bwo bashobora gutera imbere muriyi nkubi y'umuyaga.