Benedikt Sobotka, izvršni direktor skupine Eurasia Resources Group, je pred kratkim napovedal trg kovin za leto 2022 in dejal, da naj bi se visoke cene aluminija in kobalta nadaljevale tudi letos. Aluminij naj bi dosegel najvišjo vrednost v 30 letih; Cene kobalta še naprej rastejo, saj se pričakuje, da se bo oskrba nadaljevala.
He also said aluminium had strong potential to outperform other LME base metals this year, with prices again passing an important milestone of 3,000 a tonne at the start of the year. The global aluminium market has been short of supply for two consecutive years. China's aluminum supply growth will be affected to some extent by the country's strict energy consumption controls and the slow opening of spare capacity at home. In addition, efforts to accelerate decarbonization around the world and soaring energy prices have limited capacity additions outside China, in fact leading to further reductions in European smelting capacity. At the same time, aluminium demand is benefiting from strong infrastructure investment in China, with a focus on renewable energy, rising electric vehicle production and recycled aluminium packaging set to outpace global supply growth. As a result, aluminium prices hit a 30-year high.
Ko se svet premika proti zeleni prihodnosti, je sektor električnih vozil zaznal močno rast povpraševanja, pri čemer se je prodaja podvojila in še naprej naraščala, kar je posledica vladnih politik, stopnja prodora na trg električnih vozil pa naj bi do leta 2030 presegla 50 odstotkov. Rast povpraševanja po kobaltu ni odvisna samo od industrije električnih vozil. Baterije, ki vsebujejo kobalt-, so tudi v razcvetu sistemov končne{3}}uporabe, kot so mobilna elektronika in shranjevanje baterij. Celo sektorji tradicionalne{4}}uporabe, ki predstavljajo približno četrtino celotne porabe, se zdijo letos v razcvetu, k čemur pripomore oživitev vesoljske industrije.
Due to the Congo (gold) the government to the cobalt supply take stronger controls, consumers increasingly strict of cobalt review of supply chain and "passport" and Re | new tracking the implementation of the solution, such as the Source has reduced the manual cobalt impact on prices. In addition, global cobalt supply tightness is expected to continue in 2022 due to the impact of logistics efficiency on the flow of cobalt feedstock, with prices still on an upward trajectory.
