Duniya na Fuskantar Karancin Lithium don Batura Masu Wutar Lantarki

Lithium dai na cikin tsananin bukatar da ake samu saboda saurin samar da motocin lantarki masu amfani da batir lithium-ion, amma ana fama da karancin karafa a duniya, inda kasashen yammacin duniya ke fafatawa don samar da sabbin ma'adanai don yin gogayya da kasar Sin.

A ranar Alhamis ne gwamnatin Serbia ta soke lasisin gudanar da wani babban aikin lithium mallakar kamfanin hakar ma'adinai na Anglo-Australian Rio Tinto Plc, wanda masana masana'antu suka ce mai yiwuwa ya tsawaita karancin kayayyaki zuwa tsakiyar shekaru goma.

Masu zuwa wasu mahimman bayanai ne kan manyan ma'adanai da wadatar lithium bisa bayanai daga Sashen Masana'antu na Ostiraliya, Binciken Yanayin ƙasa na Amurka, rahoton kamfani da rahoton Credit Suisse.

Samar

A halin yanzu ana samar da Lithium daga ma'adinan dutse ko brine. Ostiraliya ita ce babbar mai samar da kayayyaki a duniya, tare da samarwa daga ma'adinan dutsen. Argentina, Chile, da China ne ke samar da ita daga tabkunan gishiri.

Jimlar samar da kayayyaki na duniya, wanda aka auna a matsayin lithium carbonate daidai, an yi hasashensa a watan Disamba a kan tan 485,000 a shekarar 2021, wanda ya karu zuwa tan 615,000 a shekarar 2022 da tan 821,000 a shekarar 2023, a cewar Sashen Masana'antu na Australia.

Masu sharhi na Credit Suisse sun kasance masu ra'ayin mazan jiya, ganin fitowar 2022 a tan 588,000, da 2023 a tan 736,000, da hasashen buƙatu na haɓaka haɓakar wadatar kayayyaki, tare da buƙatu a tan 689,000 a cikin 2022 da 902,000 na ton biyu na lantarki, da kashi biyu cikin 2023 na lantarki. baturi.

Farashin lithium

Farashin carbonate na lithium ya yi tashin gwauron zabo don yin rikodi a cikin shekarar da ta gabata saboda tsananin bukatar masu kera batir na kasar Sin.

Babban mai samar da 10 na duniya Allkem ya ce a ranar 18 ga Janairu yana tsammanin farashin farashi a cikin rabin shekara zuwa Yuni zai yi tsalle zuwa kusan $20,000 (kimanin Rs. 15 lakh) tonne a wurin lodi, kusan 80% daga rabin shekara zuwa Disamba. 2021.

Manyan ma'adanai na duniya

Greenbushes, Yammacin Ostiraliya, Talison Lithium (haɗin gwiwar Tianqi Lithium, IGO, da Albemarle. Ƙarfin samarwa na yanzu a tan miliyan 1.34 a shekara na ƙimar sinadarai da ƙwarewar fasahar lithium.

Pilgangoora, Yammacin Ostiraliya, mallakin Pilbara Minerals, yana tsammanin samar da tan 400,000-450,000 na spodumene tattara a cikin shekara zuwa Yuni 2022.

Mt Cattlin, Yammacin Ostiraliya, mallakar Allkem, kamfanin da aka kafa daga hadewar Orocobre da Galaxy Resources, ya samar da ton 230,065 na spodumene a cikin 2021.

Mibra, Minas Gerais, Brazil, mallakar Advanced Metallurgical Group, yana samar da tan 90,000 na spodumene a shekara.

Dutsen Marion, Yammacin Ostiraliya, mallakar Ma'adinai Resources Ltd, yana kan hanyar samar da tan 450,000-475,000 na spodumene a cikin shekara zuwa Yuni 2022.

Salar de Atacama, Antofagasta, Chile, mallakar Sociedad Quimica y Minera de Chile (SQM), yana samar da tan 110,000 na lithium carbonate a shekara.

Chaerhan Lake Mine, a Qinghai, kasar Sin, mallakar Qinghai Salt Lake BYD Resources Development Co, 10,000 ton a shekara na lithium carbonate.

Yajiang Cuola Mine, Sichuan, China, mallakar Tianqi Lithium, ton 10,000 a shekara.

© Thomson Reuters 2022