Ka ho eketseha ho sa khaotseng ha khohlano pakeng tsa Russia le Ukraine, Russia le Ukraine e le linaha tsa China tse romelang li-electrode tsa graphite kantle ho naha, na ho tla ba le tšusumetso e itseng ho romelloeng ha li-electrode tsa graphite kantle ho naha ha Chaena?
Taba ea pele, thepa e tala
Ntoa pakeng tsa Russia le Ukraine e ekelitse ho feto-fetoha ha 'maraka oa oli, 'me ka lebaka la lintho tse bolokiloeng tse tlase le khaello ea bokhoni bo setseng lefatšeng ka bophara, e ka 'na eaba ke keketseho ea litheko tsa oli feela e tla fokotsa tlhoko. Li angoa ke ho feto-fetoha ha 'maraka oa oli e tala, coke ea peterole ea lapeng, le coke ea nale li bontša phetoho ea ho nyoloha.
Theko ea peterole coke ka mor'a matsatsi a phomolo e bontšitse keketseho e meraro e latellanang, esita le keketseho e mene e latellanang, ho latela phatlalatso ea boralitaba, theko ea peterole coking ea jinxi ea 6000 yuan/ton, e nyolohile ka 900 yuan/ton selemo le selemo, theko ea Daqing Petrochemical ea 7300 yuan/ton, e nyolohile ka 1000 yuan/ton selemo le selemo.
Nako ea coke, kamora hore mokete o bontše keketseho e habeli, oli ea coke ea nale e ile ea eketseha ka ho fetisisa ea 2000 yuan/ton, ha ho hatisoa, theko ea coke e phehiloeng ea oli ea graphite ea lehae ea 13,000-14,000 yuan/ton, keketseho e tloaelehileng ea khoeli le khoeli ea 2000 yuan/ton. Coke e phehiloeng ea letoto la oli ea nale e tsoang kantle ho naha ea 2000-2200 yuan/ton, e anngoeng ke letoto la oli ea nale, theko ea coke ea mashala ea letoto la li-needle le eona e ile ea nyoloha ho isa bohōleng bo itseng, electrode ea graphite ea lapeng e nang le letoto la li-needle coke e phehiloeng ea li-needle coke e fana ka 110-12,000 yuan/ton, keketseho e tloaelehileng ea khoeli le khoeli ea 750 yuan/ton. Electrode ea graphite e tsoang kantle ho naha e nang le coke ea mashala e qotsitsoe 1450-1700 USD/ton.
Russia ke e 'ngoe ea bahlahisi ba oli ba bararo ba ka sehloohong lefatšeng, e ikarabellang bakeng sa 12.1% ea tlhahiso ea oli e tala lefatšeng ka bophara ka 2020, ka thepa e romeloang kantle ho naha haholo-holo Europe le Chaena. Ka kakaretso, nako ea ntoa ea Russia-Ukraine nakong e tlang e tla ba le tšusumetso e kholo lithekong tsa oli. Haeba ntoa ea "blitzkrieg" e fetoha "ntoa e tsitsitseng", ho lebelletsoe hore e tla ba le phello e tsoelang pele ea ho eketsa litheko tsa oli. 'Me haeba lipuisano tse latelang tsa khotso li tsamaea hantle' me ntoa e fela haufinyane, seo se ka beha khatello e tlase lithekong tsa oli, tse phahamisitsoeng holimo. Ka lebaka leo, litheko tsa oli li tla lula li laoloa ka nako e khuts'oane ke boemo ba Russia-Ukraine. Ho latela pono ena, litšenyehelo tsa electrode ea graphite li ntse li sa tsitsa.
Ea bobeli, ho romela kantle ho naha
Ka 2021, tlhahiso ea Chaena ea electrode ea graphite e ne e le lithane tse ka bang limilione tse 1.1, tseo ho tsona lithane tse 425,900 li ileng tsa romeloa kantle ho naha, e leng se etsang 34.49% ea tlhahiso ea Chaena ea selemo le selemo ea electrode ea graphite. Ka 2021, Chaena e rometse lithane tse 39,400 tsa li-electrode tsa graphite ho tsoa Federation ea Russia le lithane tse 16,400 ho tsoa Ukraine, e leng se etsang 13.10% ea kakaretso ea thepa e romelloang kantle ho naha ka 2021 le 5.07% ea tlhahiso ea Chaena ea selemo le selemo ea li-electrode tsa graphite.
Likotara tse tharo tsa pele tsa 2021, tlhahiso ea Chaena ea electrode ea graphite e ka ba lithane tse ka bang 240,000. Mabapi le meeli ea tlhahiso ea tšireletso ea tikoloho Henan, Hebei, Shanxi le Shandong, kotara ea pele ea 2022 e ka bona ho theoha ha selemo le selemo ka hoo e ka bang 40%. Kotara ea pele ea 2021, Chaena e rometse kantle kakaretso ea lithane tse 0.7900 tsa li-electrode tsa graphite ho tsoa Federation ea Russia le Ukraine, tseo ha e le hantle li neng li ikarabella ka tlase ho 6%.
Hona jwale, indasteri ya electrode ya graphite e ntseng e thuthuha, e nang le motlakase le e seng ya tshepe e ntse e tswela pele ka tlhahiso ka mora e nngwe, ho nahanoa ka theko ya "reka hodimo eseng reka tlase", phokotseho e nyane ya thepa e romelwang kantle ho naha e ka ba thata ho ba le tshusumetso e itseng mmarakeng wa electrode ya graphite ya lapeng.
Ka hona, ka kakaretso, ka nako e kgutshwane, ditjeo e ntse e le ntlha e ka sehloohong e amang mmaraka wa electrode ya graphite wa China, mme ho kgutlela ha tlhokeho ke karolo ya ho tuka.
Nako ea poso: Hlakubele-04-2022