Mene ne farashin tungsen?

1

Tungten, sau da yawa ana kiranta "kayan yaƙi na yaki," abu ne mai mahimmanci game da wuya (mafi girman narkewar aikinta cikin tsaro, rawar lantarki, da kuma masana'antar masana'antu. Tare da Sinawa 80% na wadatar duniya, raguwar farashin kayayyaki masu tasowa kai tsaye daga Aerospace zuwa samar da wayar salula.

Mabuɗin direbobi Key da kallo:

✔ Lasuwa da rage maye gurbin abubuwan tungssten a cikin kayan aikin yankan (misali, carbide dills) da garkuwa

Rogin Geopolitical da suka shafi abubuwan fitarwa na kasar Sin

✔ Tsarin samar da makamashi (farashin wutar lantarki mai zurfi yana tasiri hakar ma'adinai)

2

Kamar yadda na Q2 2025, Farguna, yana nuna rarrabuwar kifiyya:

(* Apt = 全球基准报价)

Fasali na Taro:

Abubuwan samar da Sinawa sun yanke: binciken muhalli a lardin Jiangxi (Babban MINing Hub)

Pentagon ta sayi: Umarnin Tsaro ya ba da umarnin 25% don Armor-Sokin Ammonium

3. Key dalilai suna tuki

AIKIN SAUKI

Adadin kasar Sin: Kashi 82% na wuraren shakatawa na duniya a cikin 2023 (USGS data), tare da lasisin fitarwa na fitarwa

Mine rufin Mata: Portugal's Portugal's Panasqueira nawa (mafi girma na Turai) ayyukan da aka dakatar a cikin 2023

Buƙatar-gefe

EV Batura: Anodes-mai-Tsarki Anodes m mika rayuwar Litit-Ion-Ion da aka shigar)

Abubuwan da suka bayar da kayayyakin more rayuwa

4. Bambancin farashin yanki

Dalilai na Yin Amfani:

Tariffs EU: 17% wajibin rigakafin musabbabin Sinawa a Taggnten

Lissafi: Kudaden jigilar kaya daga Asiya zuwa Turai sun karu da 200% tun daga 2020

5. YADDA AIKI: 2024-201 Outlook

Gajeren lokaci (2024-2025):

Caseasar Bullish: Farashi na iya kashe $ 400 / MT idan China ta kara fitarwa daga fitarwa

Bearsh firin: koma bayan tattalin arziki na iya fadawa bukatar ta 10% (a kowace ƙirar bankin duniya)

Barazanar ta dogon lokaci:

Kawo Tech: 30% na Togneten yanzu sake dubawa (sama da 15% a cikin 2010)

Canji: Molybdenum allo

6. Yaya masana'antu ke aiki

Nazarin Kasa: Amsar Sandvik

Dabarun: sanya hannu kan kwangilar ƙwararraki 5 da ke tare da masu samar da Sinanci

R & D: Rage abun ciki TungSten a cikin kayan aikin carbide da kashi 20% ta hanyar riguna

Dabara-adana kudi:

Tune-siye-siye yayin Q1 (a bisa ga mafi ƙasƙanci farashin)

✔ cakuda recycled tungstarcle (tanadin dala $ 15 / kg vs. Kayan Virgin)

7. A ina zan yi waƙar farashin lokaci mai kyau?

Albarkatun kyauta:

Bulletin Karfe (Sabunta Apt na mako)

London Karfe Exchange (LME 小金属合约)

Ayyukan Premium Service:

Argus Media ($ 5,000 / shekara don cikakken hasashen)

SMM (Kasuwancin Shanghai

Kammalawa: Karkatar da kasuwar Torgen Compatile

Tare da farashin a babban shekaru 5, masu kera dole ne:

Masu samar da kudade da suka wuce China (E.G., Vietnam, Rwanda)

Saka jari a sake yin shinge don shinge da karancin

Saka idanu da tsarin manufofin a cikin ainihin lokaci ta amfani da kayan aikin da ke sama

Ana buƙatar tantance farashin kayan yau da kullun? Tattaunawa tare da:

✔ Kasuwancin Kasuwanci (Traxys, Mlymet)

✔ Kungiyoyin Masana'antu (Itia, 钨业协会)