Ka Ikepili Mākeke o nā Elemene Trace

ʻO wau,Ka nānā ʻana o nā metala hao ʻole

Pule-ma-ka-pule: Mahina-ma-ka-mahina:

	Nā ʻĀpana	Pule 5 o ʻApelila	Pule 1 o Mei	Nā loli o kēlā me kēia pule	Kumukūʻai awelika o ʻApelila	ʻO ke kumukūʻai awelika a hiki i Mei 8	Nā loli o kēlā me kēia mahina	Kumukūʻai o kēia manawa Mei 13
Mākeke Metala Shanghai # ʻO nā ʻiʻo zinc	Yuan/ton	23800	24067	↑267	23727	24067	↑340	24710
Pūnaewele Metala Shanghai # Keleawe electrolytic	Yuan/ton	102003	102717	↑714	100316	102717	↑2401	108500
Nā Metala Shanghai Australia Mn46% manganese ore	Yuan/ton	45.11	42.25	-	45.09	42.25	↓2.84	44.25
Ua lawe mai ka ʻAhahui Pāʻoihana i nā kumukūʻai iodine i hoʻomaʻemaʻe ʻia	Yuan/ton	635000	635000	-	635000	635000	-	635000
Mākeke Metala Shanghai Cobalt Chloride (hui≥24.2%)	Yuan/ton	115350	115433	-	115531	115433	↓98	115500
Mākeke Metala Shanghai Selenium Dioxide	Yuan/kilokala	172.5	172.5	-	172.50	172.50	-	172.5
Ka nui o ka hoʻohana ʻana i ka mana o nā mea hana titanium dioxide	%	74.22	76.16	-	71.78	76.16	↑4.48

1) Zinc sulfate

① Nā mea maka: Zinc hypooxide: Ke kiʻekiʻe nei ke koina hana.

Ka moʻolelo kumukūʻai o ka pūnaewele zinc: Macro: Ke ala hou ʻana o ke kaua ma waena o US a me Iran + Ka hoʻomau ʻana o nā pilikia geopolitical + ka hoʻoikaika ʻana o ka helu kuhikuhi kālā US → bearish no nā kumukūʻai zinc; Nā kumu: Hāʻule nā uku hana zinc concentrate i $950 no ka ton (ka haʻahaʻa loa ma kahi o ʻekolu mau makahiki) + nā waihona zinc LME haʻahaʻa (19,500 tons i ka mahina i hala, he 17% hāʻule), e hāʻawi ana i ke kākoʻo haʻahaʻa no nā kumukūʻai. Wānana: ʻO ke kumukūʻai awelika o ka zinc i ka pule aʻe he 24,200 yuan no ka ton.

② Waikawa sulfuric: Kumukūʻai kiʻekiʻe i kēia pule. Ma muli o ka nānā ʻana i nā mea maka a me nā kauoha uka, manaʻo ʻia e mau ka zinc sulfate i ka wā pōkole.

Nā ʻāpana zinc o ka mākeke metala Shanghai

2）Manganese sulfate

① Kiʻekiʻe a paʻa ke kumukūʻai o ka waikawa sulfuric.

Ua kūʻai ʻia ka manganese sulfate ma ke kumukūʻai kiʻekiʻe i kēia pule, ma muli o ka piʻi mau ʻana o nā kumukūʻai o nā mea maka like ʻole. I kēia manawa, ʻaʻole kiʻekiʻe ka nui o ka hana holoʻokoʻa, e hopena ana i ka piʻi ʻana o nā kumukūʻai.

Paʻakikī ka lawe ʻana. Ua ʻōlelo ʻia nā mea kūʻai aku e hoʻopaʻa i nā kauoha i ka manawa kūpono e pili ana i ka waihona e pale aku i ka manawa lawe kiʻekiʻe.

3）ʻO ka sulfate ferrous

Ua piʻi iki ka nui o ka hoʻohana ʻana i ka mana o nā mea hana titanium dioxide ma ka hopena o nā mea maka, akā ua hoʻopilikia nui ʻia ka ferrous heptahydrate e ka hoʻololi ʻana o nā ʻoihana like ʻole i ka ʻoihana lithium iron phosphate, a ua hoʻonui ʻia ke kahe ʻana o ka ferrous monohydrate i kaupalena ʻia, a ua mau ke kūlana paʻakikī i ka loli.

Waikawa sulfuric: Kiʻekiʻe no ka pule.

Ma ka noʻonoʻo ʻana i nā waihona o nā ʻoihana hou a me nā helu hana ma uka, manaʻo ʻia e piʻi aʻe ka ferrous sulfate i ka wā pōkole. Ua ʻōlelo ʻia nā mea kūʻai aku e hoʻonui i kā lākou waihona i ke kūpono.

Ka helu hoʻohana ʻana i ka hiki ke hana titanium dioxide

4）Kālepa sulfate/kālepa kumu chloride

ʻO ka nāwaliwali o ka papa kuhikuhi kālā US i hui pū ʻia me ka lono o ka hoʻopaneʻe ʻana o ka hoʻomaka hou ʻana o ka lua keleawe ma Indonesia e hoʻoikaika ana i nā manaʻolana o ka hoʻopaʻa ʻana i ka lako, nā hoʻopilikia pinepine ma ka hopena o ka lua, ka nele o ka waikawa i hui pū ʻia me ka emi nui ʻana o nā waihona kūloko i kākoʻo i nā kumukūʻai keleawe. Ua hoʻokiʻekiʻe ka hakakā geopolitical i nā kumukūʻai aila a me nā manaʻolana hoʻonui, a ʻo ka hana ikaika o nā mākeke kūʻai honua, ʻoiai nā waihona ʻenehana US, ua hōʻike hou aku i ka hoihoi o ke kahua kamepiula AI, he mea maikaʻi ia no nā kumukūʻai keleawe. ʻO ka lohi o ka hoʻomaka hou ʻana o ka lua keleawe ma Indonesia, ka nele o ka waikawa sulfuric a me ka hoʻemi ʻana o ka waihona kūloko ua hoʻopaʻa i ka nele o ka lako.

1) Ke ʻano o ke kumukūʻai o kēia manawa

Mākeke Metala Shanghai Keleawe Electrolytic

Ma hope iho, pono e hoʻolohe i nā ʻano i manaʻo ʻia ma hope o ka hoʻokō ʻia ʻana o kekahi mau hanana macro i Mei, me ke kūkākūkā ʻana o US-Iran, ke kipa ʻana o Trump i Kina a me ka hoʻololi mana o ka Federal Reserve. Hiki i nā kumukūʻai keleawe ke hoʻāʻo i nā kiʻekiʻe ma mua, me ka nānā pono ʻana i nā manaʻo maoli mai ka mākeke kiko. Manaʻo ʻia ʻo ka pae hana nui o ke keleawe Shanghai ma kahi o 106,200-109,200 yuan no ka tona i ka wā e hiki mai ana.

2) Ke ʻano o ke kumukūʻai keleawe i nā makahiki ʻelima i hala (2021-2026): Hōʻuluʻulu manaʻo o ke ʻano ʻelima makahiki: Piʻi i luna - huki i hope - ʻaoʻao - haki hou - Hoʻopaʻa kiʻekiʻe. Aia ia i kona kiʻekiʻe loa i loko o kahi kokoke i ʻelima mau makahiki.

Ke Au o ke Kumukūʻai Keleawe (2021-2026)

5) Magnesium sulfate/magnesium oxide

Ma ke ʻano o nā mea maka: I kēia manawa, ua paʻa ka waikawa sulfuric ma ka ʻākau ma kahi kiʻekiʻe.

Ma muli o ke kāohi ʻana o nā kumuwaiwai magnesite ma hope o ka hoʻomaha, nā kapu quota a me ka hoʻoponopono ʻana i ke kaiapuni, nui nā ʻoihana e hana ana ma muli o ke kūʻai aku. Ua koi ʻia nā ʻoihana magnesia i puhi ʻia e hoʻōki i ka hana no ka hoʻololi ʻana ma muli o nā kulekele hoʻololi mana, a ʻaʻole paha e piʻi nui ka huahana pōkole. Ma muli o ke kaua, ua piʻi aʻe ke kumukūʻai sulfur a ua piʻi aʻe ke kumukūʻai sulfuric acid, e hāʻawi ana i ke kākoʻo maikaʻi no nā kumukūʻai magnesium sulfate. Manaʻo ʻia e mālama pono.

6) ʻAiodate kalima

Ua kūpaʻa ka mākeke calcium iodate no ka hānai holoholona ma nā pae kiʻekiʻe a ua loli iki i ka pule i hala. Ua kūpaʻa nā kumukūʻai iodine maka a ua ikaika ke kākoʻo kumukūʻai. Hana maʻamau nā mea hana, paʻa ka lako, kūʻai nā ʻoihana hānai ma hope o ke koi, hoʻokuʻu iki ʻia ke koi, mālama ʻia ke kūpaʻa pōkole me ka ʻole o nā piʻi a me nā iho e hoʻokele ai. Manaʻo ʻia e mālama pono.

7）Sodium selenite

Ma ke ʻano o nā mea maka: ʻO ka selenium maka a me ka selenium dioxide he nāwaliwali a loli pinepine. ʻO ka lako o nā huahana ʻaoʻao mai ka hoʻoheheʻe ʻana he palupalu, ʻoiai ke koi no ke aniani a me ka hānai ma ke kahawai he nāwaliwali, a haʻahaʻa ka nui o ke kālepa. Ua kaupalena ʻia ke kākoʻo ʻana o nā kumukūʻai mea maka i ka emi ʻana, a manaʻo ʻia e mālama i kahi pae nāwaliwali i ka wā pōkole. Ua emi nā kumukūʻai mea maka o ka sodium selenite, a ua haʻalele ka kuhi ʻana mai ka emi ʻana o ke kumukūʻai.

8）Kobalta klorida

Ua pau ka hāʻule ʻana o ka Cobalt sulfate a me ka cobalt chloride a ke kūʻai ʻia nei ma ke ʻaoʻao. ʻO ka hoʻopaʻa ʻana i nā kuota cobalt ma Congo ua kākoʻo i nā kumukūʻai o nā mea maka. Ua alakaʻi ke koi ikaika i lalo i nā hana paʻa. Ke hoʻomaka mālie nei nā pila Lithium i ka hana ʻana. Manaʻo ʻia e paʻa nā paʻakai cobalt pōkole me kahi ʻano piʻi iki. Manaʻo ʻia e kūʻai ma ke koi.

9）Potassium chloride/potassium carbonate/calcium formate/iodide

1. Potassium chloride: He piʻi iki o ka mea hoʻouluulu potassium. I ka wā hoʻomaha no ke koi potash, nā mea e kaupalena ana i ka piʻi ʻana: ke kau hoʻomaha no ke koi, nā palena kulekele, nāwaliwali ma lalo, e hoʻolohe i nā mea pili i ke kaiapuni kūloko a me ka honua, e mālama pono e like me ka mea e pono ai.
2. Ke hoʻomau nei ka hāʻule ʻana o nā kumukūʻai waikawa formic, nui ka waihona o nā ʻoihana hana, a nāwaliwali ke koi. Ke hāʻule nei nā kumukūʻai calcium formate i ka wā e hōʻemi ʻia ai nā kumukūʻai. Manaʻo ʻia e hoʻopaʻa i nā mea ma muli o ke koi.
3. Ua kūpaʻa nā kumukūʻai o ka iodide i kēia pule ke hoʻohālikelike ʻia me ka pule i hala.