Batteri ya Tesla irekurwa burimunsi, kandi bateri ya nikel ndende cyane iracyakoreshwa cyane.Nuburyo bwo kugabanuka kwa cobalt, ishingiro ryumusaruro mushya wibinyabiziga byiyongereye, kandi cobalt iziyongera mugihe gito.Ku isoko ryibibanza, iperereza ryibanze ryibicuruzwa bigizwe hagati ya cobalt ryiyongereye, kandi igiciro gito cyibicuruzwa hafi ya US $ 12 / lb.Cobalt tetroxide iherutse kwiyongera mububiko, hamwe nigiciro cya 210.000 yuan / toni gitangiye kugaragara, hamwe na 215.000-220.000 yuan / toni.

Batteriisoko rya terefone:

Urebye ku isoko ry'amashanyarazi, gahunda yo kubyaza umusaruro abatwara ibinyabiziga muri Nzeri na Ukwakira yiyongereye ku buryo bugaragara, bituma umuvuduko w'imikorere w'amasosiyete akoresha amashanyarazi uzamuka.Muri byo, bateri ya ternary yibasiwe n’imodoka nshya zitwara abagenzi, kandi biteganijwe ko Ukwakira biziyongera 30% ukwezi-ukwezi.Byongeye kandi, ibinyabiziga bishya byubucuruzi byingufu byagabanutseho isoko muri Nyakanga na Kanama hanyuma bitangira gukoresha imbaraga, bituma bateri ya lithium ikomeza kwiyongera.Ku isoko rito ry’amashanyarazi, kubera ko gahunda yo gutangiza amagare y’amashanyarazi asanganywe muri uyu mwaka ahanini ashyirwa mu bikorwa, icyifuzo cya batiri cyagabanutse cyane, bikaba biteganijwe ko kizagabanuka hafi 40% mu Kwakira.Ibisabwa ku zindi modoka zabasivili zifite ibiziga bibiri n’ibinyabiziga byamashanyarazi nko gutanga ibiryo no gutanga Express ntabwo byahindutse cyane.Inzira rusange irahagaze neza.Muri rusange, icyifuzo cya bateri ku isoko ry’imodoka zifite amashanyarazi abiri giteganijwe kugabanuka hafi 20% mu Kwakira.

Hejuru yibiciro byibikoresho fatizo:

Cobalt: Bateri ya Tesla irekurwa buri munsi.Bateriyeri-nikel ya ternary iracyakoreshwa cyane.Nuburyo bwo kugabanuka kwa cobalt, umusaruro wibinyabiziga bishya byingufu byiyongereye, kandi cobalt iziyongera mugihe gito.Ku isoko ryumwanya, ubwiyongere bwa vuba bwibibazo byibicuruzwa hagati ya cobalt, umubare muto wibiciro byubucuruzi ni hafi amadorari 12 US / lb;ingano ya transaction ya cobalt tetroxide yariyongereye, igiciro cyigicuruzwa cyatangiye kugaragara kuri 210.000 yuan / toni, naho cote yari 215.000-220.000 yuan / toni.

Litiyumu:

Ibarura ryibintu bya lithium karubone yo mu rwego rwinganda byiyongereye muri iki cyumweru, kandi ibicuruzwa bihendutse byagabanutse buhoro buhoro.Biteganijwe ko igiciro gito gishobora kwiyongera muri iki cyumweru;igiciro cya batiri yo mu bwoko bwa lithium karubone irahagaze neza muri iki cyumweru, kandi harabura ikibazo cyo kugura ibicuruzwa biva mu nganda nini, Bimwe mubiciro byubucuruzi biri hafi 41.000 yuan / toni, kandi ibicuruzwa bike biri hagati ya 41.5- 42.000 Yuan / toni, itaragizwe nubucuruzi rusange.

Ibikoresho bya Cathode nababanjirije:

Kubijyanye na ternary preursors, igiciro cyibikoresho byagabanutse cyane.Ibiciro byo hasi biragabanuka kubireba isoko, kandi ibiciro byabanjirije biri munsi yigitutu.Kugeza ubu, isoko ry’ingufu ryiyongereye ku buryo bugaragara, kandi isoko ryasinyiye ibicuruzwa birebire hamwe n’ibiciro bito ugereranije.Nyamara, mumashanyarazi mato no mumasoko ya digitale, kubera igabanuka ryibicuruzwa byo hasi no guhatanira amasoko akomeye, ibiciro byo hasi birahagarikwa cyane.Igiciro cya 523 kiri hafi ya 78.000 yuan / toni, kandi isoko ntitegereje uko isoko ryifashe.

Nickel:

Vuba aha, ibiciro bya nikel byagize ingaruka cyane kubitekerezo bya macro.Izamuka ry’amadolari hamwe n’ibyuma muri rusange biri munsi yigitutu.Nickel izahinduka kandi igwe.Igihembo cya bateri yo mu rwego rwa nikel sulfate hejuru ya nikel yo mu cyiciro cya mbere (ibishyimbo) igeze ku 12.000 yuan / toni, ishobora gutwikira neza abayibanjirije.Amafaranga yo gutunganya umusaruro wa nikel sulfate ukoresheje ibishyimbo bya nikel / ifu mu nganda zo murugo, isoko rya nikel sulfate yo mu rwego rwa batiri iroroshye, kandi kugura ifu y'ibishyimbo bya nikel biriyongera.Bitewe no gukomera kwa nikel sulfate yo mu rwego rwa batiri, igiciro cyisoko kiracyakomeza kuri miliyoni 275-2.8 yuan / toni, kandi igiciro gishobora kugurishwa kiri hagati ya miliyoni 2.7-27.8.