Benedikt Sobotka, director general d'Eurasia Resources Group, va pronosticar recentment el mercat del metall el 2022 i va dir que s'espera que els alts preus de l'alumini i el cobalt continuïn aquest any. S'espera que l'alumini arribi al màxim en 30 anys; Els preus del cobalt continuen augmentant, ja que s'espera que continuïn els subministraments ajustats.
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.
A mesura que el món avança cap a un futur verd, el sector dels vehicles elèctrics ha experimentat un fort creixement de la demanda, amb les vendes duplicant-se i continuant augmentant, impulsades per les polítiques governamentals, i s'espera que la taxa de penetració del mercat de vehicles elèctrics superi el 50% el 2030. El creixement de la demanda de cobalt no depèn només de la indústria del vehicle elèctric. Les bateries que contenen-cobalt també estan en auge en sistemes d'ús final-com ara l'electrònica mòbil i l'emmagatzematge de bateries. Fins i tot els sectors d'ús-tradicionals, que representen aproximadament una quarta part del consum total, es veuen preparats per a un auge aquest any, ajudats per la revifalla del sector aeroespacial.
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.
