Benedikt Sobotka, CEO Eurasia Resources Group, baru-baru ini memperkirakan pasar logam pada 2022 dan mengatakan tingginya harga aluminium dan kobalt diperkirakan akan berlanjut tahun ini. Aluminium diperkirakan akan mencapai level tertinggi dalam 30 tahun; Harga kobalt terus naik karena pasokan yang terbatas diperkirakan akan terus berlanjut.
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.
Saat dunia bergeser menuju masa depan hijau, sektor kendaraan listrik telah mengalami pertumbuhan permintaan yang kuat, dengan penjualan berlipat ganda dan terus meningkat, didorong oleh kebijakan pemerintah, dan tingkat penetrasi pasar kendaraan listrik diperkirakan akan melebihi 50 persen pada tahun 2030. Pertumbuhan permintaan kobalt tidak hanya bergantung pada industri kendaraan listrik. Baterai yang mengandung kobalt-juga berkembang pesat pada sistem-penggunaan akhir seperti elektronik seluler dan penyimpanan baterai. Bahkan sektor penggunaan-tradisional, yang menyumbang sekitar seperempat dari total konsumsi, tampaknya akan meledak tahun ini, dibantu oleh kebangkitan sektor kedirgantaraan.
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.
