Izintengo ze-Gallium zenyuka ngasekupheleni kuka-2020, zavala unyaka ngo-US$264/kg Ga (99.99%, imisebenzi yakudala), ngokusho kwe-Asian Metal.Lokho kucishe kuphindwe kabili inani lentengo yaphakathi nonyaka.Kusukela ngomhlaka-15 Januwari 2021, intengo ikhuphuke yafinyelela ku-US$282/kg.Ukungalingani kwesikhashana kokuhlinzekwa kwempahla/kwezidingo kubangele ukukhuphuka komqondo kanye nomuzwa wemakethe ukuthi amanani azobuyela kokujwayelekile ngaphambi kwesikhathi eside.Kodwa-ke, umbono we-Fitech owokuthi 'okuvamile' kuzosungulwa.
Ukubuka kwe-Fitech
Ukunikezwa kwe-gallium eyinhloko akuvinjwa amandla okukhiqiza futhi, njengoba empeleni iphuma embonini enkulu ye-alumina e-China, ukutholakala kwe-feedstock yempahla eluhlaza ngokuvamile akuyona inkinga.Njengazo zonke izinsimbi ezincane, nokho, inobuthakathaka bayo.
I-China ingumkhiqizi ohamba phambili emhlabeni we-aluminium futhi imboni yayo ihlinzekwa nge-bauxite embiwa ngaphakathi futhi ithengwa kwamanye amazwe.I-bauxite ibe isicwengwa ibe yi-alumina ngotshwala lukamama oluba umphumela olusetshenziselwa ukukhipha i-gallium yizinkampani ezivame ukuhlanganiswa nabakhiqizi be-aluminium.Zimbalwa kuphela izihlungi ze-alumina emhlabeni wonke ezinamasekethe okubuyisela i-gallium futhi cishe wonke aseChina.
Maphakathi no-2019, uhulumeni waseChina waqala uchungechunge lokuhlolwa kwemvelo mayelana nokusebenza kwezimayini ze-bauxite zezwe.Lokho kubangele ukushoda kwe-bauxite evela esifundazweni sase-Shanxi, okuyindawo lapho kukhiqizwa khona cishe ingxenye ye-gallium yaseChina.Izindawo zokuhluza i-alumina zaphoqeleka ukuthi zishintshele ekuthengeni okuphakelayo kwe-bauxite kwamanye amazwe.
Inkinga eyinhloko ngalolu shintsho ukuthi i-bauxite yesiShayina ngokuvamile inokuqukethwe kwe-gallium ephezulu futhi impahla engenisiwe ngokuvamile ayinakho.Ukukhishwa kwe-Gallium kuye kwabiza kakhulu futhi izingcindezi zezindleko zanda njengoba ukuvala phansi kwafika ngesikhathi sonyaka lapho izinga lokushisa eliphezulu livame ukubangela ukwehla komkhiqizo, ngenxa yokuthi ama-resin exchange ion asetshenziselwa ukubuyisela i-gallium awasebenzi kahle (kwabikwa futhi ukuthi ayasebenza. amanani aphezulu ngo-2019).Ngenxa yalokho, kube nokuvalwa okuningi kwezitshalo ze-gallium yaseShayina, ezinye ezithathe isikhathi eside, nokukhiqizwa okuphelele ezweni, futhi ngenxa yalokho emhlabeni, kwehle ngamaphesenti angaphezu kwama-20 ngo-2020.
Ukuqala kobhubhane lwe-COVID-19 ngo-2020 kwenze ukwehla kwesidingo se-gallium eyinhloko, njengoba kwakunjalo ngezimpahla eziningi.Umphumela waba ukwehla okukhulu emsebenzini wokuthenga wamazwe ngamazwe, njengoba abathengi baphendukela ekwehliseni i-inventory.Ngenxa yalokho, abakhiqizi abaningi baseShayina be-gallium babambezeleka ukuqalisa kabusha ukusebenza kwabo.Ubunzima obungenakugwemeka bafika engxenyeni yesibili ka-2020, njengoba uhlu lwamagama lwaqedwa futhi isidingo saqoqwa ngaphambi kokuba kutholakale.Izintengo ze-Gallium zenyuka kakhulu, nakuba empeleni kwakunempahla encane eyayitholakala ukuze ithengwe.Ekupheleni konyaka, izitoko zanyanga zonke zabakhiqizi e-China zazingu-15t kuphela, zehle ngo-75% iminyaka.Abezindaba zemboni babike ukuthi isimo kulindeleke ukuthi sibuyele kwesejwayelekile maduze nje.I-Supply ibuyile futhi, ekupheleni konyaka, ibuyele ezingeni elibonwe engxenyeni yokuqala ka-2019. Amanani aqhubekile nokukhuphuka, nokho.
Kusukela maphakathi noJanuwari 2021, kubonakala sengathi imboni isesikhathini sokuphinda isitokwe ngenxa yokuhlanganiswa kwamanani aphezulu, uhlu lwabakhiqizi abaphansi kanye namazinga okusebenza ezingxenyeni eziningi zase-China manje asebuyele ku-80%+ womthamo.Uma amaleveli esitoko esebuyele kumazinga ajwayelekile, umsebenzi wokuthenga kufanele wehle, futhi amanani ayancipha.Isidingo se-gallium sizokhuphuka kakhulu ngenxa yokukhula kwamanethiwekhi e-5G.Sekuyiminyaka ethile insimbi ithengisiwe ngamanani angabonisi inani layo langempela futhi kuyinkolelo kaRoskill ukuthi amanani azokwehla ngo-Q1 2021, kodwa ukuthi intengo yaphansi ye-4N gallium izokhushulwa ukuya phambili.
Isikhathi sokuthumela: Apr-17-2023