Arrimaha ugu Muhiimsan ee Baahida Suuqa ee Batrool-ka Graphitized Coke
1. Baahida Qarax ee Qaybta Tamarta Cusub
Alaabada ceeriin ee asaasiga ah ee agabka anode-ka baytariga lithium: Kookaha batroolka ee sulfur-ka yar, oo leh maaddada sulfur-ka oo ka yar 0.5%, ma keento ballaarinta mugga inta lagu jiro habka sawir-qaadista, taasoo ka dhigaysa walxo muhiim ah oo ceeriin ah oo loogu talagalay agabka anode-ka baytariga lithium-ion. Sannadkii 2024, baahida caalamiga ah ee agabka anode-ka baytariga lithium-ka ayaa gaartay 2.2 milyan oo tan, taasoo u dhiganta baahida loo qabo in ka badan 3 milyan oo tan oo kookaha batroolka ah. Si kastaba ha ahaatee, sahayda dhabta ah waxay ahayd 2.6 milyan oo tan oo keliya, taasoo keentay farqi sahay ah oo dhan 13%. Iyadoo kobaca degdega ah ee suuqa baabuurta korontada ku shaqeeya (iibka baabuurta korontada ku shaqeeya ee caalamiga ah ayaa la filayaa inuu gaaro 30 milyan oo unug marka la gaaro 2026), baahida loo qabo anode-ka baytariga lithium-ka ee kookaha batroolka ayaa sii wadi doonta inay kor u kacdo, taasoo kor u qaadaysa qiimaha kookaha batroolka ee heerka sare ah (sida kookaha sulfur-ka hooseeya).
Baahida sii kordheysa ee warshadaha sawir-qaadista: Sannadkii 2024, baahida caalamiga ah ee kookaha batroolka ee heerka sawir-qaadista ayaa kor u kacday 35%, iyadoo shirkadaha walxaha silikoonka (sida Tongwei iyo GCL-Poly) ay ku tartamayaan kheyraadka kookaha ee sulfur-ku yar yahay, taasoo sii kordhisay qiimaha.
2. Baahida Joogtada ah ee Waaxyaha Warshadaha ee Dhaqanka
Warshadaha Elektrolisiska Aluminiumka: Kookaha batroolka ayaa ah walaxda ugu weyn ee ceeriin ee anodes-ka hore loo dubay ee wax soo saarka elektrolisiska aluminiumka, oo loo isticmaalo in lagu hagaajiyo hufnaanta elektrolisiska. In kasta oo baahida warshadaha elektrolisiska aluminiumka ay saameysay saxitaanka qiimaha aluminiumka, haddana baahida muddada dheer way deggan tahay.
Warshadaha birta: Kookaha batroolka waxaa si weyn loogu isticmaalaa sidii wax lagu daro kaarboon iyo walxo cayriin ah oo loogu talagalay elektroodhada garaafka ee sameynta birta foornada korantada. Iyadoo qorshaha Shiinuhu uu yahay in la kordhiyo saamiga birta foornada korantada ilaa 15%-20% marka la gaaro 2025, baahida kookaha batroolka ayaa sii kordheysa.
Waaxda shidaalka: Kookaha batroolka, oo leh qiime sare oo kaloori ah, ayaa si caadi ah loogu isticmaalaa shidaal ahaan warshadaha sida warshadaha galaaska, warshadaha korontada, iyo warshadaha sibidhka. Inkasta oo dhuxusha qiimaha jaban ay beddeshay baahi loo qabay kookaha shidaalka badan ee sulfur-ka, kookaha sulfur-ka hooseeya ayaa weli ah mid tartan ku jira suuqa shidaalka heerka sare ah.
3. Sahay adag
Hoos u dhaca awoodda sifeynta: Sida ku xusan siyaasadaha caalamiga ah ee "dual carbon", warshadaha sifeynta Yurub iyo Mareykanka ayaa dardar geliyay marxaladda ka bixitaanka awoodda duugowday. Sannadkii 2024, awoodda sifeynta Yurub ayaa hoos u dhacday 8% sannadba sannadka ka dambeeya, halka heerka xidhitaanka ee warshadaha sifeynta saliidda shale ee Mareykanka uu gaaray 12%, taasoo keentay hoos u dhac weyn oo ku yimid sahayda kookaha batroolka ee sulfur-ka yar.
Wax soo saar gudaha ah oo xaddidan: Iyada oo ay saameeyeen xidhitaanka iyo dayactirka qaar ka mid ah cutubyada kookaynta ee dib u dhacay iyo hoos u dhaca heerarka hawlgalka, wax soo saarka kookaynta batroolka ee gudaha ayaa hoos u dhacay tan iyo 2025. In kasta oo horumarinta mashaariicda isku-dhafka sifeynta-kiimikada ay horseedi doonto kobaca wax soo saarka, haddana cidhiidhiga sahayda muddada-gaaban way adag tahay in la yareeyo.
Dib-u-soo-celinta ku filan ee soo dejinta: Soo saarista kookaha aan lahayn sulfur-ka ayaa xaddidan, kororka xayiraadaha dhoofinta Mareykanka ee graphite ee loo dirayo Shiinaha ayaa ku qasbay shirkadaha anode-ka Shiinaha inay u wareegaan kookaha batroolka gudaha, taasoo sii xumeyneysa cadaadiska baahida gudaha.
4. Siyaasadda iyo Dhaqdhaqaaqa Suuqa
Siyaasadaha deegaanka ee adag: Shirkadaha waxaa laga rabaa inay maalgashadaan lacago badan oo lagu horumarinayo qalabka si loo daboolo shuruudaha deegaanka, taasoo si dadban u kordhinaysa kharashka wax soo saarka. Tusaale ahaan, horraantii 2025, xayiraadaha wax soo saarka deegaanka ee gobollada Hebei iyo Henan waxay horseedeen caqabado dhanka sahayda ah.
Saamaynta caqabadaha ganacsiga: Kordhinta xayiraadaha dhoofinta Mareykanka ee graphite ee loo diro Shiinaha ayaa kordhisay kharashka soo iibsiga alaabta ceeriin ee shirkadaha anode ee Shiinaha, taasoo kor u qaadaysa qiimaha kookaha batroolka.
Male-awaalka kaydka: Ganacsatadu waxay kaydiyeen kaydka ilaa meeshii ugu sarreysay ee taariikhiga ahayd, iyadoo kaydka dekedaha gudaha uu hoos uga dhacay 2 milyan oo tan sannadkii 2023 ilaa 800,000 oo tan, taasoo si macmal ah u abuurtay "yaraan been ah" waxayna sii kordhinaysaa qiimaha.
5. Saamaynta Gudbinta Kharashka iyo Beddelka
Isbeddelka qiimaha saliidda cayriin: Isku xirnaanta qiimaha kookaha batroolka iyo qiimaha saliidda cayriin waa qiyaastii 0.8. Sannadkii 2024, qiimaha saliidda caalamiga ah ayaa kor u kacay 120 halkii foosto, taasoo cadaadis saaraysa hagaajinta faa'iidada isla markaana horseedaysa dhimista wax soo saarka ee warshadaha saliidda, taasoo sii kordhinaysa yaraanta kookaha batroolka. Inkasta oo qiimaha saliidda cayriin ee Brent la filayo inuu hoos ugu dhaco 51 foosto kasta marka la gaaro 2026, taageerada kharashka muddada-gaaban ayaa weli ah mid xooggan.
Cadaadiska beddelka tignoolajiyada: Soo saarista tirada badan ee anodyada silicon-carbon-ka ee Tesla ee 4680, kuwaas oo hagaajiya cufnaanta tamarta 20%, ayaa laga yaabaa inay dardar geliso habka beddelka haddii qiimaha kookaha batroolka uu sii sarreeyo. Si kastaba ha ahaatee, ganacsiga anodyada ku salaysan silikoon wali waxay u baahan tahay 3-5 sano, sidaa darteed saameynta muddada gaaban ee baahida kookaha batroolka waa mid xaddidan.
Waqtiga boostada: Sebtembar-30-2025