【 2023 47th Week Spot Market Weekly Report 】 Ke emi nei ke kumu kūʻai o ka honua laha ʻole.

“I kēia pule, kahonua lahaKe holo nei ka mākeke ma kahi kūlana nāwaliwali, me ka ulu mālie o nā kauoha i lalo a me ka hapa nui o nā mea kālepa ma ka ʻaoʻao. ʻOiai ka nūhou maikaʻi, ua kaupalena ka hoʻonui ʻana i ka wā pōkole i ka mākeke. ʻO kadysprosiumahoʻopaʻapaʻalohi ka mākeke, a ke emi nei nā kumukūʻai. ʻOiai ka nui o nā nīnau nopraseodymium neodymiumua hoʻonui ʻia nā huahana, he liʻiliʻi wale nō nā hana e pono ai, e hopena i nā kumukūʻai fluctuating. I kēia manawa, me he mea lā e hoʻomau mau ana ka wā e hiki mai ana i kahi hana nāwaliwali, a ʻaʻole nui ka nui o ke kumukūʻai.

01

ʻO ka nānā ʻana o ka Rare Earth Spot Market

I kēia pule, nā kālepa ma kahonua lahaʻAʻole ʻoluʻolu ka mākeke wahi, ua hoʻomau ka emi ʻana o nā kumukūʻai o nā huahana, ʻo ka hana ʻana o nā huahana a me nā papa helu mākeke i hōʻike i ka hāʻule pālua, a ʻaʻole lawa ke kākoʻo o ka mākeke holoʻokoʻa, e hoʻonui ana i ka lewa pessimistic. Ka ninau nodysprosiumahoʻopaʻapaʻaliʻiliʻi nā huahana, a ua emi nui ke kumukūʻai. ʻOiai aia kahi koi ikaika no nā kālepa nopraseodymium neodymiumnā huahana, ʻaʻole like ka nui o ke kālepa a me ke kumukūʻai e like me ka mea i manaʻo ʻia.

I kēia manawa, ʻoi aku ka maikaʻi o ke kūʻai aku ʻana o nā hale hana metala, ʻoi aku ka nui o ka hāʻawi ʻana i nā kauoha no ka wā lōʻihi, a ʻo ke kūʻai ʻana i nā mea maka he mea makaʻala. ʻO ka hapa nui o nā hale hana mea magnetic e like me ke kūʻai aku. ʻOiai he mana ikaika nā mea hana nui a hoʻololi mau i kā lākou mau hoʻolālā ʻoihana e hōʻemi i nā pilikia o ka hana, ʻoi aku ka liʻiliʻi o ka ʻoihana holoʻokoʻa i nā kauoha hou a me ka hoʻomau mau ʻana i nā palena kālā. Ua lilo kēia i mea paʻakikī i nā mea hana liʻiliʻi a me nā mea hana liʻiliʻi ke ola, e paʻakikī ana i ka ʻoihana mea magnetic ke ola hou i ka wā pōkole.

ʻO ke kumu nui o kēia ʻano mea i luna aʻe ʻo ia ka lohi ʻana o ka noi i lalo. I kēia mau lā, ua pani a hōʻemi paha kekahi mau kaʻa ikehu hou a me nā ʻoihana hoʻomohala mea magnetic, a ʻo ka hapa nui o nā ʻoihana magnetic e hana ana i nā helu ma kahi o 70% a 80%. ʻO ka hoʻohana nui ʻana o nā waihona waiwai e nā ʻoihana he emi nui i ke kūʻai ʻana, e alakaʻi ʻole ana i nā hoʻouna mau ʻana e nā ʻoihana kālepa.

I ka manawa like, ua hoʻomaka hou ka lawe ʻana mai o Myanmar a me nā Mangtympashonua lahake hoʻomau nei kaʻu e hoʻonui i ka hana. I nā mahina 10 mua o 2023, ua lawe mai ʻo Kina i ka huina o 145000 tons o ka honua laha, kahi hoʻonui o 39.8% makahiki-ma-makahiki. ʻO ka piʻi nui ʻana o nā mea maka honua i lawe ʻia mai ua hoʻopilikia i ka mākeke upstream ohonua laha, a ke kūʻai aku nei kekahi mau hui i ka loaʻa kālā no ka loaʻa ʻana o ka māhele mākeke nui aʻe, a ua alakaʻi pū ʻia i ka emi mauhonua lahakumukūʻai.

I kēia manawa, ʻo ka nāwaliwali o ka ʻoihana mea magnetic ua alakaʻi pū i ka hemahema o nā kumu waiwai a me ka emi ʻana o ka hana huahana i hoʻopau ʻia no nā ʻoihana hana ʻōpala. He kiʻekiʻe nā kumukūʻai o nā ʻoihana hana ʻōpala, a ʻoi aku ka haʻahaʻa o kā lākou kapikala. ʻO ka emi mau ʻana i lokohonua lahaUa hoʻopilikia koʻikoʻi nā kumukūʻai i kā lākou loaʻa kālā, a ua pāpālua ke kaomi ʻana i nā hana ʻoihana. ʻOi aku ko lākou makaʻala ma ke kūʻai ʻana i nā mea waiwai a me ke kūʻai ʻana i nā huahana pau.

Eia kekahi, ʻo ke kūlana hoʻokele waiwai kūloko a me ka honua, nā hoʻoponopono kulekele, a me nā hoʻololi i nā kumukūʻai hoʻololi kālā he hopena nui hoʻi ihonua lahakumukūʻai. I ke alo o na hoololi makeke,honua lahaPono nā ʻoihana e pane ikaika, hopu i ka pulse mākeke, nānā pono i ka mākeke mākeke, ʻoi aku ka hoʻololi ʻana i nā mākeke o lalo, a hoʻoponopono maikaʻi i ka hana a me nā hoʻolālā kūʻai aku ma o ka hoʻomaopopo hohonu ʻana i ka noi mākeke. Ma o ka ʻenehana ʻenehana, manaʻo mākou e hoʻonui i ka waiwai i hoʻohui ʻia o kā mākou huahana, e hōʻemi i nā kumukūʻai a hoʻonui i ka pono, hoʻonui i nā waiwai ʻoihana, a hoʻolaha i ka hoʻomohala ʻana o kahonua lahaʻoihana.

02

Hoʻololi kumu kūʻai o nā huahana nui

Hoʻololi ke kumukūʻai o ka mainstreamhonua lahahōʻike ʻia nā huahana i kēia pule ma ke kiʻi ma luna. Ma ka Poaha iho nei, ua oleloia nopraseodymium neodymium oxideʻo 501800 yuan/ton, he emi o 9200 yuan/ton i ka hoʻohālikelike ʻia me ke kumukūʻai o ka Pōʻalima i hala; ʻO ka haʻi ʻōlelo nometala praseodymium neodymiumhe 618900 yuan/ton, he emi o 9100 yuan/ton ke hoohalikeia me ke kumukuai o ka Poalima i hala; ʻO ka haʻi ʻōlelo nodysprosium oxidehe 2.5263 miliona yuan/ton, he emi iho o 56200 yuan/ton i ka hoohalike ana me ke kumukuai o ka Poalima i hala; ʻO ka haʻi ʻōlelo noterbium oxidehe 7.45 miliona yuan/ton, he emi o 300000 yuan/ton ke hoohalikeia me ke kumukuai o ka Poalima i hala; ʻO ka haʻi ʻōlelo nopraseodymium oxidehe 512500 yuan/ton, he emi o 4500 yuan/ton ke hoohalikeia me ke kumukuai o ka Poalima i hala; ʻO ka haʻi ʻōlelo nogadolinium oxidehe 261900 yuan/ton, he emi o 8200 yuan/ton ke hoohalikeia me ke kumukuai o ka Poalima i hala; ʻO ka haʻi ʻōlelo noholmium oxidehe 535000 yuan/ton, he emi o 16400 yuan/ton i ka hoohalikeia me ke kumukuai o ka Poalima i hala; ʻO ka haʻi ʻōlelo noneodymium oxidehe 512600 yuan/ton, he emi o 4000 yuan/ton ke hoohalikeia me ke kumukuai o ka Poalima i hala.