Ngonyaka odlule, i-molybdenum yaqala ukubona ukubuyiswa kwamanani futhi ababukeli abaningi bemakethe babikezela ukuthi ngo-2018 insimbi izoqhubeka nokuphindaphinda.

I-Molybdenum ifeze lokho obekulindelwe, ngezintengo ezithrendayo phezulu isikhathi esiningi sonyaka ngenxa yesidingo esinamandla somkhakha wensimbi engagqwali.

Njengoba unyaka ka-2019 ususondele, abatshalizimali abanentshisekelo ngensimbi yezimboni manje bayazibuza ngombono we-molybdenum wonyaka olandelayo. Lapha Inethiwekhi Yezindaba Zokutshala imali ibheka emuva ezitayela eziyinhloko emkhakheni nokuthi yini ezayo nge-molybdenum.

Izitayela ze-Molybdenum 2018: Unyaka obuyekezwayo.

Izintengo ze-Molybdenum ziphinde zasimama phakathi no-2017, kulandela ukwehla kweminyaka emibili elandelanayo.

"Kube khona okunye okuzuziwe ngo-2018, amanani akhuphuka afinyelela ku-US $ 30.8 / kg ngoMashi walo nyaka, kodwa kusukela lapho, amanani aseqalile ukwehla, nakuba kancane," kusho uRoskill embikweni wakhe wakamuva we-molybdenum.

Intengo ye-ferromolybdenum ilinganiselwa ku-US$29 ngekhilogremu ngo-2018, ngokwenkampani yocwaningo.

Ngokufanayo, uGeneral Moly (NYSEAMERICAN: GMO) uthi i-molybdenum ibilokhu igqamile phakathi kwezinsimbi ngo-2018.

"Sikholelwa ukuthi izintengo zensimbi zezimboni ziyehla," kusho uBruce D. Hansen, i-CEO yeGeneral Moly. "Njengoba umnotho wase-US oqinile kanye namazwe athuthukile eqinile emjikelezweni webhizinisi wesigaba sekwephuzile esekela isidingo sensimbi, sikholelwa ukuthi sinamandla okuvuselela insimbi yezimboni okuyigagasi elikhulayo lokuphakamisa yonke imikhumbi kanye nokuthuthukisa i-moly."

U-Hansen wengeze ngokuthi ukuqhubeka kwesidingo esinamandla sensimbi engagqwali kanye nemboni kawoyela negesi, ikakhulukazi umkhakha wegesi yemvelo owuketshezi okhula ngokushesha emhlabeni wonke, usekele unyaka onamandla kunayo yonke eminyakeni emine ngamanani entengo ye-molybdenum.

Iningi le-molybdenum lisetshenziselwa ukukhiqizwa kwemikhiqizo yensimbi, ingxenye yalokhu kusetshenziswa ixhunywe emsebenzini womkhakha kawoyela negesi, lapho izinsimbi ezine-molybdenum zisetshenziswa emishinini yokumba nasezindaweni zokuhluzwa uwoyela.

Ngonyaka odlule, isidingo sensimbi sasiphakeme ngamaphesenti angu-18 kuneshumi leminyaka ngaphambili, ngenxa yokwanda kokusetshenziswa kwensimbi.

"Kodwa-ke, kube nolunye ushintsho olubalulekile ekufuneni kwe-molybdenum ngesikhathi esifanayo, okungukuthi lapho kusetshenziswa khona le molybdenum," kusho uRoskill.

Ngokusho kwenkampani yocwaningo, ukusetshenziswa eChina kukhuphuke ngamaphesenti ayi-15 phakathi kuka-2007 no-2017.

“Ukwanda kwesabelo sokusetshenziswa kweChina kule minyaka eyishumi edlule kuye kwalimaza amanye amazwe anezimboni: isidingo e-USA [naseYurophu] siye sancipha ngesikhathi esifanayo.”

Ngo-2018, ukusetshenziswa okuvela emkhakheni kawoyela negesi kufanele kuqhubeke kukhule, kodwa kancane kakhulu kunango-2017. “[Yingoba] isibalo semishini kawoyela negesi esebenza emhlabeni wonke siqhubekile nokukhula kuze kube manje ngo-2018, kodwa kancane kancane. ijubane kunangonyaka odlule,” kuchaza uRoskill.

Mayelana nokuhlinzekwa, abahlaziyi balinganisela cishe amaphesenti angama-60 okunikezwa kwe-molybdenum emhlabeni wonke kuza njengomkhiqizo wokuncibilikiswa kwethusi, ingxenye enkulu esele ivela emithonjeni yokuqala.

Ukukhishwa kwe-Molybdenum kukhuphuke ngamaphesenti ayi-14 ngo-2017, nokululama eminyakeni emibili elandelanayo yokwehla.

"Ukwenyuka komkhiqizo oyinhloko ngo-2017 kwaba umphumela wokukhiqiza okuphezulu e-China, lapho ezinye izimayini ezinkulu, njenge-JDC Moly, zandise umkhiqizo ngenxa yokukhuphuka kwesidingo, kuyilapho ukukhiqizwa okuyisisekelo kukhuphuke e-USA," kusho uRoskill umbiko wayo we-molybdenum.

Umbono we-Molybdenum 2019: Isidingo sokuhlala uqinile.

Uma ebheka phambili, u-Hansen uthe i-molybdenum iqinile futhi iqinile, njengoba kufakazelwa amanani ayo aqinile phakathi nekota yesithathu evilaphayo yezinsimbi nempahla.

“Ukungezwani kwezohwebo kusazodala ukungakhululeki, kodwa ngokuhamba kwesikhathi izivumelwano zohwebo zizoba ngcono kunokwesaba okungaziwa njengoba abathintekayo bezogqugquzeleka ukuthi babelane ngezinzuzo kunokuba bazwise ubuhlungu. I-Copper isivele ikhombisa izimpawu zokululama. Ezinye izinsimbi ezifana ne-moly zizoba nemfanelo yazo, ”engeza.

Ekhuluma ngekusasa lemakethe ekuqaleni kwalo nyaka, i-CRU Group Consultant uGeorge Heppel uthe amanani entengo aphezulu ayadingeka ukukhuthaza ukukhiqizwa okuyisisekelo okuvela kumkhiqizi ophezulu waseChina.

“Umkhuba kule minyaka emihlanu ezayo ukwehla kakhulu kwezidingongqangi ezivela emithonjeni yomkhiqizo. Ekuqaleni kwawo-2020, sizodinga ukubona izimayini eziyinhloko zivulwa kabusha ukuze kugcinwe imakethe ilingana.”

I-CRU ibikezela isidingo se-molybdenum kumaphawundi ayizigidi ezingu-577 ngo-2018, lapho amaphesenti angu-16 azovela kuwoyela negesi. Lokho kungaphansi kwesilinganiso esingokomlando sangaphambi kuka-2014 samaphesenti angama-20, kodwa kusewukwanda okuphawulekayo eminyakeni yamuva nje.

"Ukuphahlazeka kwentengo kawoyela ngo-2014 kwasusa cishe amakhilogremu ayizigidi ezingu-15 wesidingo se-moly," kusho uHeppel. "Isidingo manje sibukeka sinempilo."

Uma sibheka phambili, ukukhula kwesidingo kulindeleke ukuthi kuqhubeke, okufanele kukhuthaze amandla angasebenzi ukuze abuye ku-inthanethi futhi izimayini ezintsha ziqale ukukhiqiza.

"Kuze kube yilapho lawo maphrojekthi amasha efika ku-inthanethi, nokho, ukushoda kwezimakethe kungenzeka esikhathini esifushane, kulandelwa iminyaka eminingana yemali enqwabelene njengoba ukunikezwa okusha kuba ngaphezu kokwanele ukuhlangabezana nesidingo esikhulayo," kubikezela uRoskill.