Si degdeg ah u koraya ee baahida suuqa dibadda ee baytariyada phosphate iron lithium

Sannadka 2024, kobaca degdega ah ee fosfooraska birta ee lithium ee suuqa caalamiga ah wuxuu u keenayaa fursado kobac cusub shirkadaha baytariyada lithium-ka gudaha, gaar ahaan baahida loo qabobaytariyada kaydinta tamartaYurub iyo Maraykanka. Dalabka loogu talagalaybaytariyada phosphate birta lithiumGoobta kaydinta korantada ayaa si aad ah u kordhay.Marka laga soo tago, mugga dhoofinta ee alaabta fosfateed ee birta lithium ayaa sidoo kale si aad ah u kordhay sanadba sanadka ka dambeeya.

Marka loo eego xogta tirakoobka, laga bilaabo Jannaayo ilaa Agoosto 2024, dhoofinta gudaha ee baytariyada awoodda fosfooraska ee lithium waxay gaareen 30.7GWh, taasoo ka dhigan 38% wadarta dhoofinta baytariyada korontada gudaha. Isla mar ahaantaana, xogtii u dambaysay ee Maamulka Guud ee Kastamku waxay muujinaysaa in mugga dhoofinta Shiinaha ee fosfooraska lithium iron 2024 ee Agoosto 2024 uu ahaa 262 tan, bishiiba kor u kac 60% ah iyo koror sannad ka sannad ah 194 %. Tani waa markii ugu horeysay tan iyo 2017 in mugga dhoofinta uu kor u dhaafo 200 oo tan.

Marka loo eego suuqa dhoofinta, dhoofinta fosfooraska birta ee lithium ayaa daboolay Aasiya, Yurub, Waqooyiga Ameerika iyo Koonfurta Ameerika iyo gobollada kale. Dalabyada fosfatetada birta ee lithium ayaa kor u kacay. Wareega hoos u dhaca ee warshadaha baytariyada lithium, shirkadaha baytariyada guduhu waxay si joogto ah u heleen amaro waaweyn iyadoo loo eegayo faa'iidooyinka ay ku leeyihiin beerta lithium iron fosfate, oo noqda xoog muhiim ah oo kor u qaadaya soo kabashada warshadaha.

Bishii Sebtembar, dareenka warshadaha ayaa ahaa mid wanaagsan, badi ahaan sababtoo ah kobaca baahida kaydinta tamarta dibadda. Baahida kaydinta tamarta ayaa ku qaraxday Yurub iyo suuqyada soo koraya, iyo amarro waaweyn ayaa si xooggan loo saxeexay rubuci saddexaad.

Suuqyada dibadda, Yurub waa mid ka mid ah gobollada leh baahida ugu xooggan ee isbeddelka korontadu ka dib Shiinaha. Laga soo bilaabo 2024, baahida loo qabo baytariyada phosphate iron lithium ee Yurub waxay bilaabeen inay si degdeg ah u koraan.

Bishii Juun ee sanadkan, ACC waxay ku dhawaaqday inay ka tagi doonto dariiqa caadiga ah ee baytariyada ternary oo ay u beddesho baytariyada fosfateed ee lithium-ka jaban. Laga soo bilaabo qorshaha guud, wadarta baahida batteriga Yurub (ay ku jirtobatari korontoiyo baytariga kaydinta tamarta) ayaa la filayaa inuu gaadho 1.5TWh marka la gaadho 2030, kaas oo kala badh ka mid ah, ama in ka badan 750GWh, isticmaali doona baytariyada phosphate iron lithium.

Marka loo eego qiyaasaha, marka la gaaro 2030, baahida caalamiga ah ee baytariyada korontadu waxay dhaafi doontaa 3,500 GWh, iyo baahida baytariyada kaydinta tamarta waxay gaari doontaa 1,200 GWh. Dhinaca baytariyada korontada, fosfatka birta ee lithium ayaa la filayaa inuu qabsado 45% saamiga suuqa, iyadoo dalabku ka sarreeyo 1,500GWh. Iyadoo la tixgelinayo in ay hore u haysato 85% saamiga suuqa ee kaydka tamarta, baahida loo qabo baytariyada fosfateed birta lithium ayaa sii wadi doona oo kaliya inay koraan mustaqbalka.

Marka la eego baahida maaddada, waxa si muxaafid ah loo qiyaasaa in baahida suuqa ee agabka phosphate iron lithium ay dhaafi doonto 2 milyan oo tan marka la gaaro 2025. Marka lagu daro koronto, kaydinta tamarta, iyo codsiyada kale sida maraakiibta iyo diyaaradaha korontada, baahida sanadlaha ah ee birta lithium Maaddooyinka fosfooraska waxa la filayaa in ay ka badan yihiin 10 milyan oo tan marka la gaadho 2030ka.

Intaa waxaa dheer, waxaa la filayaa in laga bilaabo 2024 ilaa 2026, heerka kobaca ee baytariyada fosfateed ee lithium birta dibadda ay ka badnaan doonaan heerka kobaca baahida batteriga caalamiga ah isla muddadaas.