Molybdenum Outlook 2019: Pholoso ea Theko e Tla Tsoela Pele

Selemong se fetileng, molybdenum e ile ea qala ho bona ho hlaphoheloa ha litheko 'me bashebelli ba bangata ba' maraka ba ile ba bolela esale pele hore ka 2018 tšepe e tla tsoela pele ho khutlela morao.

Molybdenum e phethile litebello tseo, 'me litheko li ntse li nyoloha boholo ba selemo ka lebaka la tlhokahalo e matla ho tsoa lekaleng la tšepe e sa hloekang.

Ha 2019 e le haufi le sekhutlo, batseteli ba ratang tšepe ea indasteri ba se ba ntse ba ipotsa ka chebo ea molybdenum selemong se tlang. Mona Investing News Network e sheba morao mekhoa ea mantlha ea lekala le se tlang pele bakeng sa molybdenum.

Mekhoa ea Molybdenum 2018: Selemo se hlahlojoang.

Litheko tsa Molybdenum li ile tsa hlaphoheloa nakong ea 2017, ka mor'a lilemo tse peli tse latellanang tsa ho theoha.

"Ho bile le phaello e eketsehileng ka selemo sa 2018, ha litheko li nyolohela ho karolelano ea US $ 30.8 / kg ka Hlakubele selemong sena, empa ho tloha ka nako eo, litheko li se li qalile ho theoha, leha e le hanyane," Roskill o re tlalehong ea hae ea morao-rao ea molybdenum.

Theko ea ferromolybdenum e ne e ka ba $29 ka kilogramme bakeng sa 2018, ho latela feme ea lipatlisiso.

Ka mokhoa o ts'oanang, General Moly (NYSEAMERICAN: GMO) o re molybdenum e bile boemo bo tsitsitseng har'a tšepe nakong ea 2018.

"Re lumela hore litheko tsa tšepe tsa indasteri li theoha tlaase," ho boletse Bruce D. Hansen, CEO oa General Moly. "Ka moruo o matla oa Amerika le linaha tse tsoetseng pele li tiile lilemong tsa morao-rao tsa khoebo tse tšehetsang tlhoko ea tšepe, re lumela hore re na le mekhoa ea ho khutlisa tšepe ea indasteri e leng leqhubu le ntseng le phahama la ho phahamisa likepe tsohle le ho matlafatsa moly."

Hansen o ekelitse ka hore tlhoko e ntseng e tsoela pele e matla ho tsoa ho tšepe e sa hloekang le indastering ea oli le khase, haholo indasteri ea khase ea tlhaho e ntseng e hola ka potlako, e thehile selemo se matla ka ho fetisisa lilemong tse 'ne bakeng sa litheko tsa molybdenum.

Boholo ba molybdenum bo sebelisoa tlhahisong ea lihlahisoa tsa tšepe, 'me karolo ea ts'ebeliso ena e hokahane le ts'ebetso ea lekala la oli le khase, moo litšepe tse nang le molybdenum li sebelisoang lisebelisoa tsa ho cheka le ho hloekisa oli.

Selemong se fetileng, tlhoko ea tšepe e ne e phahame ka liperesente tse 18 ho feta lilemo tse leshome tse fetileng, haholo-holo ka lebaka la ts'ebeliso e eketsehileng lits'ebetsong tsa tšepe.

"Leha ho le joalo, ho bile le liphetoho tse ling tse kholo tlhokong ea molybdenum ka nako e ts'oanang, e leng moo molybdenum ena e jeoang," Roskill o re.

Ho latela feme ea lipatlisiso, tšebeliso ea China e eketsehile ka liperesente tse 15 lipakeng tsa 2007 le 2017.

“Keketseho ea karolo e sebelisoang Chaena lilemong tse leshome tse fetileng e ’nile ea senya linaha tse ling tse tsoetseng pele indastering: tlhokahalo United States [le Europe] e fokotsehile ka nako eona eo.”

Ka 2018, tšebeliso e tsoang lefapheng la oli le khase e lokela ho tsoela pele ho hōla, empa butle-butle ho feta 2017. "[Ke hobane] palo ea lisebelisoa tsa oli le khase e sebetsang lefatšeng ka bophara e 'nile ea tsoela pele ho hōla ho fihlela joale ka 2018, empa butle-butle. lebelo ho feta selemong se fetileng,” Roskill oa hlalosa.

Mabapi le phepelo, bahlahlobisisi ba hakanya hoo e ka bang liperesente tse 60 tsa phepelo ea molybdenum lefatšeng ka bophara e tla e le sehlahisoa sa ho qhibilihisa koporo, 'me karolo e setseng e tsoa mehloling ea mantlha.

Sephetho sa Molybdenum se nyolohile ka liperesente tse 14 ka selemo sa 2017, se folile ho tloha lilemong tse peli tse latellanang tsa ho theoha.

"Keketseho ea lihlahisoa tsa mantlha ka 2017 e bile phello ea tlhahiso e phahameng Chaena, moo merafo e meng e meholo, joalo ka JDC Moly, e ileng ea eketsa tlhahiso ka lebaka la tlhokahalo e ntseng e eketseha, athe tlhahiso ea mantlha le eona e ile ea nyoloha USA," ho boletse Roskill tlaleho ea eona ea molybdenum.

Pono ea Molybdenum 2019: Tlhokahalo ea ho lula e le matla.

Ha re sheba pele, Hansen o itse molybdenum e thata ebile e tiile, joalo ka ha ho pakoa ke theko ea eona e tsitsitseng nakong ea kotara ea boraro e thellang ea tšepe le thepa.

"Likhohlano tsa khoebo li ntse li tla baka tsitsipano, empa ha nako e ntse e ea, litumellano tsa sebele tsa khoebo li tla ba molemo ho feta tšabo ea tse sa tsejoeng kaha lihlopha li tla susumelletseha ho arolelana melemo ho e-na le ho utloisa bohloko. Koporo e se e ntse e bontša matšoao a ho hlaphoheloa. Litšepe tse ling tse kang moly li tla ba le tokelo ea tsona, ”a eketsa.

Ha a bua ka bokamoso ba 'maraka pejana selemong sena, Setsebi sa CRU Group, George Heppel, o boletse hore litheko tse phahameng lia hlokahala ho khothaletsa tlhahiso ea mantlha ho tsoa ho mohlahisi ea phahameng oa China.

"Tsela ea lilemo tse hlano tse tlang ke e 'ngoe ea kholo e tlase haholo ea phepelo e tsoang mehloling ea lihlahisoa. Mathoasong a lilemo tsa bo-2020, re tla hloka ho bona merafo ea mantlha e buloa hape ho boloka mmaraka o leka-lekane.

CRU e bolela esale pele tlhokeho ea molybdenum ho liponto tse limilione tse 577 ka 2018, moo liperesente tse 16 li tla tsoa ho oli le khase. Seo se ka tlase ho karolelano ea nalane ea pele ho 2014 ea liperesente tse 20, empa e ntse e le keketseho e hlokomelehang lilemong tsa morao tjena.

"Ho oa ha theko ea oli morao koana ka 2014 ho tlositse liponto tse limilione tse 15 tsa tlhoko ea moly," ho boletse Heppel. "Tlhoko hona joale e shebahala e phetse hantle."

Ha re shebile pele, kholo ea tlhokeho e lebelletsoe ho tsoela pele, e leng se lokelang ho susumetsa bokhoni ba ho khutlela inthaneteng le merafo e mecha ho qala ho hlahisa.

Leha ho le joalo, ho fihlela merero e mecha e kena inthaneteng, likhaello tsa mebaraka li ka etsahala ka nako e khuts'oane, 'me li lateloa ke lilemo tse' maloa tsa masalla ha phepelo e ncha e ntse e lekana ho fihlela tlhoko e ntseng e eketseha," Roskill o bolela esale pele.


Nako ea poso: Apr-16-2019