Nqe nqe (2022-2024)
2022 Surge: Tus nqi peaked ntawm $ 75-80 / kg (fev80) vim post-pandemic steel thov kev rov qab thiab lub zog muaj zog hauv Tebchaws Europe.
2023 Kev kho kom raug: poob mus rau $ 30-35 / kg ua suav cov hlau tsim khoom qeeb (cov hlau cloude stell fell 2.1% yoy).
2024 Stability: Cov nqi yuj ntawm $ 32-38 / kg, muaj kev cuam tshuam nrog cov khoom siv uas muaj kev xaiv tsa.
Key Cov Neeg Tsav Tsheb
Kev lag luam hlau xav tau (80% ntawm fev siv):
Tuam Tshoj cov cuab yeej teeb meem (25% ntawm kev siv steel (25% ntawm kev siv steel) suppresses fev thov.
Ntsuab Kev Ua Haujlwm Ntsuab: EU cov kab mob Carbon cov cai nyiam Vanadium Microoalloying dhau cov pa roj carbon-intensive.
Kev muab cov khoom siv:
Tuam Tshoj cov kev txiav ntau lawm: ib puag ncig cov cai hauv Sichuan / He Ashii txo cov zis los ntawm ~ 15% hauv 2023.
Lavxias rau cov neeg sawv cev: cuam tshuam 10% ntawm kev xa khoom thoob ntiaj teb, zawm cov lag luam European.
Vanadium pentoxide (v₂o₅) nqi:
Cov khoom siv nyoos cov nqi hloov pauv (tam sim no$ 7-8 / LB) Ncaj qha cuam tshuam thiab kev lag luam ntau lawm.
Cov nqi hluav taws xob sib txawv
Tuam Tshoj (pheej yig): $ 30-33 / kg (hauv tsev oversuply, tsis muaj zog).
Teb chaws Europe (Hwm): $ 36-40 / kg (Cov neeg nplua nuj (cov kev rau txim ntawm Russia, cov nqi logistics).
North America: $ 34-38 / KG (Kev Ntseeg Txog Txawv Tebchaws los ntawm Brazil / South Africa).
Yav tom ntej pom ntawm ferro vanadium
Upside pheej hmoo:
VRFB (Vanadium roj teeb) kev loj hlob tuaj yeem nqus tau 5-10% kev muab los ntawm 2030.
Cov txheej txheem tsim kho hauv cov khoom siv hauv kev lag luam tawm (piv txwv li, Is Nrias teb yog $ 1.4t txoj kev nqis peev).
Downside pheej hmoo:
Hloov chaw los ntawm niobium hauv kev lag luam hauv automotive.
Lub Chorked Tuam Tshoj cov khoom poob qis.
Tag
Cov nqe lus luv luv fev cov nqi nyob twj ywm ntau-sib txawv, tab sis kev hloov hluav taws xob hloov kho thiab cov chaw muaj Geopolitics tuaj yeem tsav tsheb volatility. Cov neeg tsim khoom nrog tus nqi zoo (piv txwv li, bushveld cov peev txheej) yog qhov zoo tshaj plaws.
Cim npe nrov: Ferrovanadium cov lag luam kev tsom xam, Tuam Tshoj Ferrovanadium Cov Nqe Kev Ntsuam Xyuas Chaw Tsim Tshuaj, Chaw muag khoom, Hoobkas