Lithium hydroxide: kūlike ʻole o ka lako a me ke koi, ka piʻi ʻana o ka "lithium"

I ka makahiki 2022 i hala, ua hōʻike ka mākeke huahana kemika kūloko i kahi emi kūpono ma ke ʻano holoʻokoʻa. Wahi a nā helu helu mai nā hui ʻoihana, 64% o nā huahana kemika nui 106 i nānā ʻia i ka makahiki 2022, hāʻule 64% o nā huahana, piʻi 36% o nā huahana. Ua hōʻike ka mākeke huahana kemika i ka piʻi ʻana o nā ʻano ikehu hou, ka emi ʻana o nā huahana kemika kuʻuna, a me ka hoʻopaʻa ʻana i nā mea maka kumu. Ma ka moʻo o ka moʻo "Review of the 2022 Chemical Market" i hoʻokuʻu ʻia ma kēia paʻi, e koho ʻia nā huahana piʻi a hāʻule kiʻekiʻe no ka nānā ʻana.

ʻO 2022, he manawa kiʻekiʻe loa ia ma ka mākeke paʻakai lithium. Ua noho ka lithium hydroxide, lithium carbonate, lithium iron phosphate, a me ka phosphate ore i nā noho kiʻekiʻe 4 ma ka papa inoa hoʻonui o nā huahana kemika. Ma ke ʻano kūikawā, ʻo ka mākeke lithium hydroxide, ke mele nui o ka piʻi ikaika a me ke kiʻekiʻe o ka ʻaoʻao i loko o ka makahiki, ua piʻi aʻe i ka papa inoa o ka piʻi ʻana o 155.38% i kēlā me kēia makahiki.

ʻElua mau puni o ka huki ikaika e piʻi ana a me ke kiʻekiʻe hou

Hiki ke hoʻokaʻawale ʻia ke ʻano o ka mākeke lithium hydroxide i ka makahiki 2022 i ʻekolu mau pae. I ka hoʻomaka ʻana o 2022, ua wehe ka mākeke lithium hydroxide i ka mākeke ma ke kumukūʻai awelika o 216,700 yuan (kumukūʻai tona, like ma lalo). Ma hope o ka piʻi ikaika ʻana i ka hapaha mua, ua mālama ʻia kahi pae kiʻekiʻe i ka hapaha ʻelua a me ke kolu. Ua pau ke kumukūʻai awelika o 10,000 yuan, a ua piʻi ka makahiki ma 155.38%.

I ka hapaha mua o 2022, ua hōʻea ka piʻi ʻana o ka mākeke lithium hydroxide i ka 110.77%, a i Pepeluali ua piʻi aʻe i ka makahiki nui loa, a hiki i ka 52.73%. Wahi a nā helu helu mai nā hui ʻoihana, i kēia manawa, ua kākoʻo ʻia e ka ore upstream, a ua hoʻomau ke kumukūʻai o ka lithium lithium carbonate i ke kākoʻo ʻana i ka lithium hydroxide. I ka manawa like, ma muli o nā mea maka paʻa, ua hāʻule ka nui o ka hana o ka lithium hydroxide i kahi o 60%, a ua paʻa ka ʻilikai lako. Ua piʻi aʻe ke koi no ka lithium hydroxide ma nā mea hana pākahiko ternary kiʻekiʻe -nickel ma lalo, a ʻo ka mismatch o ka lako a me ke koi ua hoʻolaha i ka piʻi ikaika ʻana o ke kumukūʻai o ka lithium hydroxide.

I ka hapaha ʻelua a me ke kolu o 2022, ua hōʻike ka mākeke lithium hydroxide i kahi ʻano loli kiʻekiʻe, a ua piʻi iki ke kumukūʻai awelika ma 0.63% i kēia pōʻaiapuni. Mai ʻApelila a Mei o 2022, ua nāwaliwali ka lithium carbonate. Ua hoʻokuʻu ʻia kekahi o nā mana hou o kekahi mau mea hana lithium hydroxide, ua piʻi ka lako holoʻokoʻa, ua lohi ke koi no ke kūʻai ʻana ma kahi o lalo o ka home, a ua ʻike ʻia ke kiʻekiʻe o ka mākeke lithium hydroxide. E hoʻomaka ana i Iune 2022, ua hoʻokiʻekiʻe iki ʻia ke kumukūʻai o ka lithium carbonate e kākoʻo i nā kūlana mākeke o ka lithium hydroxide, ʻoiai ua hoʻomaikaʻi iki ʻia ka hoihoi o ka nīnau ma lalo. Ua hōʻea i 481,700 yuan.

I ke komo ʻana i ka hapaha ʻehā o 2022, ua piʻi hou ka mākeke lithium hydroxide, me ka piʻi ʻana o ka hapaha he 14.88%. I ka lewa o ke kau kiʻekiʻe, ua piʻi nui ka hana ʻana a me ke kūʻai aku ʻana o nā kaʻa ikehu hou ma ke kikowaena, a he paʻakikī ke loaʻa ka mākeke. Ke kokoke mai nei ke kulekele kākoʻo ikehu hou i hoʻohui ʻia i ka hopena o ka hopena, a e hoʻomākaukau mua kekahi mau ʻoihana kaʻa e hoʻokele i ka mākeke lithium hydroxide no ka koi ikaika no nā pila ikehu. I ka manawa like, i hoʻopilikia ʻia e ka maʻi ahulau kūloko, ua paʻa ka lako o ka mākeke, a e piʻi hou ka mākeke lithium hydroxide. Ma hope o waena o Nowemapa 2022, ua emi ke kumukūʻai o ka lithium carbonate, a ua hāʻule iki ka mākeke lithium hydroxide, a ua pani ʻia ke kumukūʻai hope loa ma 553,300 yuan.

He paʻa ka lako o nā mea maka o uka

I ka nānā ʻana i hope i ka makahiki 2022, ʻaʻole wale ka mākeke lithium hydroxide i piʻi e like me ke ānuenue, akā ua hana maikaʻi nā huahana moʻo paʻakai lithium ʻē aʻe. Ua piʻi ka Lithium carbonate i 89.47%, ua hoʻonui ʻia ka lithium iron phosphate i ka piʻi makahiki o 58.1%, a ua hōʻea pū ka piʻi makahiki o ka phosphorus ore o ka lithium iron phosphate i 53.94%. Manaʻo ka ʻoihana ʻo ke kumu nui o ka piʻi nui ʻana o ka paʻakai lithium i ka makahiki 2022, ʻo ia ka hoʻomau ʻana o ke kumukūʻai o nā kumuwaiwai lithium, kahi i alakaʻi ai i ka hoʻonui mau ʻana o ka nele o ka lako paʻakai lithium, a laila e hoʻokuke ana i ke kumukūʻai o ka paʻakai lithium.

Wahi a kekahi limahana kūʻai aku pākahiko ikehu hou ma Liaoning, ua māhele nui ʻia ka lithium hydroxide i ʻelua mau ala hana o ka lithium hydroxide a me ka loko paʻakai e hoʻomākaukau ana no ka lithium hydroxide a me ka loko paʻakai. Lithium hydroxide ma hope o ka lithium carbonate ʻoihana. I ka makahiki 2022, ua kau ʻia nā ʻoihana e hoʻohana ana i ka lithium hydroxide me ka hoʻohana ʻana i ka pylori i nā kumuwaiwai mineral paʻa. Ma kekahi ʻaoʻao, ua kaupalena ʻia ka hiki ke hana i ka lithium hydroxide ma lalo o ka nele o nā kumuwaiwai lithium. Ma kekahi ʻaoʻao, aia i kēia manawa kekahi mau mea hana lithium hydroxide i hōʻoia ʻia e ka faucet pākahiko honua, no laila ua palena iki ka lako o ka lithium hydroxide kiʻekiʻe.

Ua kuhikuhi ʻo Chen Xiao, ka mea loiloi o Ping An Securities, i loko o ka hōʻike noiʻi ʻo ka pilikia o nā mea maka he mea hoʻopilikia nui ia no ke kaulahao ʻoihana pākahi lithium. No nā ala hāpai lithium brine loko paʻakai, ma muli o ke anuanu o ke aniau, ua emi ka mahu ʻana o nā loko paʻakai, a ua nele ka lako, ʻoi aku hoʻi i ka hapaha mua a me ka hapaha ʻehā. Ma muli o nā ʻano kumuwaiwai kakaikahi o ka lithium hao phosphate, ma muli o nā ʻano kumuwaiwai kakaikahi, ʻaʻole lawa ka lako wahi a ua hoʻolaha i ke kiʻekiʻe o ka hana, a ua hiki ka piʻi makahiki i 53.94%.

Ua piʻi aʻe ke koi no ka ikehu hou ma ke kikowaena

Ma ke ʻano he mea nui no nā pila lithium-ion ternary nickel kiʻekiʻe, ʻo ka ulu ikaika o ke koi no nā ʻoihana kaʻa ikehu hou ma hope ua hāʻawi i ka hoʻoikaika kumu ma mua o ka piʻi ʻana o nā kumukūʻai lithium hydroxide.

Ua kuhikuhi ʻo Ping An Securities ua hoʻomau ka ikaika o ka mākeke kikowaena ikehu hou i ka makahiki 2022, a he mea kupaianaha kāna hana. Ke hana nei ka hana ʻana o nā hale hana pila ma lalo o ka lithium hydroxide, a ke hoʻomau nei ka hoʻomaikaʻi ʻana o ke koi no nā pila ternary nickel kiʻekiʻe a me ka lithium hao. Wahi a ka ʻikepili hou loa mai ka China Automobile Association, mai Ianuali a Nowemapa 2022, ʻo ka hana ʻana a me ke kūʻai aku ʻana o nā kaʻa ikehu hou he 6.253 miliona a me 60.67 miliona, kēlā me kēia, he piʻi awelika makahiki-ma-makahiki, a ua hiki ka māhele mākeke i 25%.

Ma ke ʻano o ka nele o nā kumuwaiwai a me ke koi ikaika, ua piʻi nui ke kumukūʻai o nā paʻakai lithium e like me ka lithium hydroxide, a ua hāʻule ke kaulahao ʻoihana uila lithium i ka "hopohopo". Ke hoʻonui nei nā mea hoʻolako mea pākaukau mana, nā mea hana a me nā mea hana kaʻa ikehu hou i kā lākou kūʻai ʻana i nā paʻakai lithium. I ka makahiki 2022, ua kau inoa kekahi mau mea hana mea pākaukau i nā ʻaelike hoʻolako me nā mea hoʻolako lithium hydroxide. Ua kau inoa kahi lālā piha o Avchem Group i kahi ʻaelike hoʻolako no ka lithium hydroxide papa pākaukau me Axix. Ua kau inoa pū ia i nā ʻaelike me ka lālā o Tianhua Super Clean ʻo Tianyi Lithium a me Sichuan Tianhua no nā huahana lithium hydroxide papa pākaukau.

Ma waho aʻe o nā ʻoihana pila, ke hoʻokūkū ikaika nei nā ʻoihana kaʻa no nā lako lithium hydroxide. I ka makahiki 2022, ua hōʻike ʻia ua kau inoa ʻo Mercedes-Benz, BMW, General Motors a me nā ʻoihana kaʻa ʻē aʻe i nā ʻaelike hoʻolako no ka lithium hydroxide papa pila, a ua ʻōlelo pū ʻo Tesla e kūkulu ia i kahi hale hana kemika lithium hydroxide papa pila, e komo pololei ana i ke kahua o ka hana kemika lithium.

Ma keʻano holoʻokoʻa, ua lawe mai ka manaʻolana hoʻomohala nui o ka ʻoihana kaʻa ikehu hou i ka noi nui o ka mākeke no ka lithium hydroxide, a ʻo ka nele o nā kumuwaiwai lithium o luna ua alakaʻi i ka palena o ka hiki ke hana o ka lithium hydroxide, e hoʻoneʻe ana i kona kumukūʻai mākeke i kahi kiʻekiʻe.