Hoʻokuʻu ʻia nā pihi Tesla i kēlā me kēia lā, a ʻo nā ʻeke kiʻekiʻe-nickel ternary ka mea hoʻohana nui.ʻOiai ke ʻano o ka emi ʻana o ka cobalt, ua hoʻonui ʻia ke kumu o ka hana kaʻa kaʻa hou, a e piʻi aʻe ka noi no ka cobalt i ka wā pōkole.Ma ka mākeke kiko, ua hoʻonui ʻia nā nīnau wahi hou no nā huahana kobalt intermediate, a ʻo kahi helu liʻiliʻi o nā kumukūʻai kālepa ma kahi o US $12/lb.Ua hoʻonui hou ʻia ʻo Cobalt tetroxide i ka nui o ke kālepa, me ke kumukūʻai kūʻai o 210,000 yuan / ton e hoʻomaka ana e ʻike, a me kahi ʻōlelo o 215,000-220,000 yuan / ton.

Batrimakeke kūʻai:

Mai ka hiʻohiʻona o ka mākeke mana, ua hoʻonui nui ʻia ka papa hana hana o nā mea hana i ka mahina ʻo Kepakemapa a me ʻOkakopa, e hoʻonui ana i ka piʻi ʻana o ka hana o nā ʻoihana uila.Ma waena o lākou, ua hoʻopili ʻia nā ʻāpana ternary e nā kaʻa kaʻa kaʻa hou, a manaʻo ʻia nā kauoha no ʻOkakopa e hoʻonui ʻia e 30% mahina-ma-mahina.Eia hou, ua loaʻa i nā kaʻa kālepa ikehu hou ka emi iki o ka mākeke ma Iulai a me ʻAukake a hoʻomaka e hoʻoikaika i ko lākou ikaika, e hoʻoikaika ana i ka koi no nā pā hao lithium e hoʻonui hou aku.I loko o ka mākeke mana liʻiliʻi, ʻoiai ua hoʻokō maoli ʻia ka hoʻolālā e hoʻomaka i nā kaʻa uila kaʻana like i kēia makahiki, ua hāʻule nui ka noi no nā pākaukau, a ua manaʻo ʻia e hāʻule ma kahi o 40% i ʻOkakopa.ʻAʻole i loli nui ke koi ʻana i nā kaʻa kīwila ʻelua huila a me nā kaʻa uila e like me ka lawe ʻana i ka meaʻai a me ka hāʻawi ʻana.Paʻa ke ʻano holoʻokoʻa.Ma ka ʻōlelo maʻamau, manaʻo ʻia e hāʻule ka noi no nā pihi ma ka mākeke kaʻa ʻelua huila uila ma kahi o 20% i ʻOkakopa.

Nā kumu kūʻai maka mua:

Cobalt: Hoʻokuʻu ʻia nā pihi Tesla i kēlā me kēia lā.ʻO nā ʻokoʻa kiʻekiʻe-nickel ternary ʻo ia kāna noi nui.ʻOiai ke ʻano o ka emi ʻana o ka cobalt, ua hoʻonui ʻia ke kumu hana o nā kaʻa ikehu hou, a e piʻi aʻe ka noi no ka cobalt i ka wā pōkole.Ma ka mākeke kiko, ʻo ka hoʻonui hou ʻana o nā nīnau kikoʻī no nā huahana kobalt intermediate, kahi liʻiliʻi o nā kumukūʻai kālepa ma kahi o 12 US dollars/lb;Ua hoʻonui ʻia ka nui o ke kālepa ʻana o ka cobalt tetroxide, ua hoʻomaka ke kumukūʻai kūʻai ma 210,000 yuan / ton, a ʻo ka quotation he 215,000-220,000 yuan / ton.

Lithium:

Ua hoʻopaʻa ʻia ke kūlana waiwai o ka lithium carbonate ʻenehana i kēia pule, a ua emi mālie ka lako haʻahaʻa haʻahaʻa.Ua manaʻo ʻia e piʻi aʻe ke kumukūʻai haʻahaʻa i kēia pule;ʻO ke kumu kūʻai o ka lithium carbonate he mea paʻa i kēia pule, a aia ka hapa o ka lako no nā kūʻai i lalo mai nā hale hana nui , ʻO kekahi o nā kumukūʻai kūʻai ma kahi o 41,000 yuan / ton, a he liʻiliʻi o nā hana ma waena o 41.5- 42,000 yuan/ton, ʻaʻole ia i hoʻokumu ʻia i ka nui o ke kālepa nui.

Nā mea Cathode a me nā mea mua:

Ma ke ʻano o nā precursors ternary, ua emi nui ke kumukūʻai o nā mea maka.Kūleʻa nā kumukūʻai o lalo ma ka nānā ʻana o ka mākeke, a ke kau nei nā kumukūʻai precursor ma lalo o ke kaomi.I kēia manawa, ua piʻi nui ka noi ma ka mākeke mana, a ua kau inoa ka mākeke i nā kauoha lōʻihi me nā loli liʻiliʻi liʻiliʻi.Eia nō naʻe, i ka mana liʻiliʻi a me nā mākeke kikohoʻe, ma muli o ka emi ʻana o nā kauoha i lalo a me ka hoʻokūkū ikaika o ka mākeke, ua kāohi nui ʻia nā kumukūʻai o lalo.ʻO ke kumukūʻai o 523 kokoke i 78,000 yuan / ton, a he maikaʻi ʻole ka mākeke no ka nānā ʻana i ka mākeke.

Nikela:

I kēia mau lā, ua hoʻopilikia nui ʻia nā kumukūʻai nickel e ka hiʻohiʻona macro.ʻO ka helu helu kālā a me nā metala ke piʻi nei ma lalo o ke kaomi.E loli a hāʻule ka Nickel.Ua hiki i ka 12,000 yuan/ton ka nui o ka nickel sulfate ma luna o ka nickel papa mua, hiki ke uhi piha i nā mea mua.ʻO ka uku hana no ka hana ʻana i ka wai nickel sulfate me ka hoʻohana ʻana i ka nickel beans/powder i loko o nā hale hana hale, he māmā ka mākeke no ka nickel sulfate pae pākaukau, a piʻi ka kūʻai ʻana i ka pauda nickel bean.Ma muli o ka paʻa paʻa o ka nickel sulfate, mālama ʻia ke kumukūʻai mākeke ma 275-2.8 miliona yuan/ton, a ʻo ke kumukūʻai hiki ke kūʻai aku ma waena o 2.7-27.8 miliona yuan/ton.