Ua piʻi aʻe nā kumukūʻai nickel i kahi kiʻekiʻe 11 mau makahiki i ka mahina i hala i ka wā i hāʻule ai nā waihona hale kūʻai LME. Ua emi nā kumukūʻai i ka hopena o Ianuali ma hope o kahi kūʻai liʻiliʻi, akā ua hoʻokele e hoʻi hou. Hiki iā lākou ke haki i nā pae hou i ka piʻi ʻana o nā kumukūʻai i nā kiʻekiʻe hou. Ma kahi ʻē aʻe, hiki iā lākou ke hōʻole i kēia mau pae a hāʻule hou i loko o ka pae kālepa o kēia manawa.
I ka mahina i hala, ua hōʻike ʻo MetalMiner ua noi ʻo A&T Stainless, kahi hui like ma waena o Allegheny Technologies (ATI) a me Tsingshan o Kina, no kahi ʻāpana 232 o ka ʻāpana ʻōwili wela "maʻemaʻe" Indonesia i lawe ʻia mai ka hale hana ʻo Tsingshan o ka hui like. Ma hope o ka waiho ʻana i ka noi, ua pane aku nā mea hana US.
Ua kūʻē nā mea hana o ʻAmelika Hui Pū ʻIa, me ka hōʻole ʻana e "hoʻomaʻemaʻe" i ke kaula wela (me ka ʻole o nā mea koena) e like me ka mea e pono ai. Hōʻole nā ​​mea hana kūloko i ka hoʻopaʻapaʻa e pono ai kēia mea "maʻemaʻe" no ka laina DRAP. ʻAʻohe koi e like me ia ma ka hoʻolako ʻana i nā papa pōhaku o ʻAmelika Hui Pū ʻIa ma mua. Manaʻo pū ʻo Outokumpu lāua ʻo Cleveland Cliffs he nui ka kapuaʻi kalapona o Indonesia ma mua o nā mea o ʻAmelika Hui Pū ʻIa. Hoʻohana nā hui Indonesia i ka hao puaʻa nickel ma kahi o ka ʻōpala kila kila. Hiki ke hana ʻia kahi hoʻoholo hoʻokuʻu ma ka hopena o ka hapaha mua ma hope o ka loiloi ʻana i ka pane a A&T Stainless.
I kēia manawa, ke hoʻomau nei ʻo North American Stainless (NAS), Outokumpu (OTK) a me Cleveland Cliffs (Cliffs) i ke kuhikuhi ʻana i nā mea hoʻohuihui a me nā huahana i ʻae ʻia i loko o ka hoʻolaha. No ka laʻana, ʻo 201, 301, 430 a me 409 he palena wale nō ia o ka hale hana ma ke ʻano he pakeneka o ka huina hoʻokaʻawale. ʻO nā mea māmā, nā hoʻopau kūikawā a me nā laulā maʻamau ʻole he mau palena ko lākou i ka hoʻolālā hoʻolaha. Eia kekahi, hana ʻia nā hoʻokaʻawale i kēlā me kēia mahina, no laila pono nā kikowaena lawelawe a me nā mea hoʻohana hope e hoʻopiha i kā lākou hoʻokaʻawale makahiki i nā "bākeke" like o kēlā me kēia mahina. Hoʻomaka ʻo NAS e lawe i nā kauoha no ka lawe ʻana iā ʻApelila.
Ua piʻi aʻe nā kumukūʻai nickel i kahi kiʻekiʻe 11 makahiki i Ianuali. Ua hāʻule nā ​​waihona hale kūʻai LME i 94,830 metric tons ma Ianuali 21, me nā kumukūʻai nickel mua ʻekolu mahina i hōʻea i $23,720/t. Ua hoʻokele nā ​​​​kumukūʻai e hoʻi hou i nā lā hope o ka mahina, akā ua hoʻi hou i kā lākou loaʻa i ka wā i alualu ai nā kumukūʻai i nā kiʻekiʻe o ka hopena o Ianuali. ʻOiai ke piʻi hou ʻana, ua hoʻomau ka emi ʻana o nā waihona hale kūʻai LME. Aia nā waihona i kēia manawa ma lalo o 90,000 metric tons i ka hoʻomaka o Pepeluali, ʻo ia ka pae haʻahaʻa loa mai ka makahiki 2019.
Ua hāʻule nā ​​waihona hale kūʻai ma muli o ke koi ikaika no ka nickel mai ke kila kila a me ka ʻoihana kaʻa uila (EV) e kū mai ana. E like me ka mea i kuhikuhi ʻia e Stuart Burns ponoʻī o MetalMiner, ʻoiai e hoʻomaʻalili paha ka ʻoihana kila kila i ka makahiki holoʻokoʻa, ʻo ka hoʻohana ʻana i ka nickel i nā pila e hoʻoikaika ai i nā kaʻa uila e wikiwiki paha i ka hoʻomau ʻana o ka ʻoihana. I ka makahiki 2021, e ʻoi aku ka pālua o ke kūʻai aku ʻana o nā kaʻa uila honua mai ka makahiki i hala. Wahi a Rho Motion, e kūʻai ʻia aku ma mua o 6.36 miliona mau kaʻa uila i ka makahiki 2021, hoʻohālikelike ʻia me 3.1 miliona i ka makahiki 2020. ʻO Kina wale nō ka mea i helu i ka hapalua o nā kūʻai aku o ka makahiki i hala.
Inā pono ʻoe e hahai i ka hoʻonui ʻia ʻana o ka hoʻonui ʻia ʻana o nā metala i kēlā me kēia mahina, e ʻoluʻolu e noʻonoʻo e kau inoa no kā mākou hōʻike MMI mahina manuahi.
ʻOiai ke kāohi ʻia nei, aia nō nā kumukūʻai ma lalo loa o ko lākou loaʻa ʻana i ka makahiki 2007. Ua piʻi ke kumukūʻai nickel LME i $50,000 no ka tona i ka makahiki 2007 i ka wā i hāʻule ai nā waihona hale kūʻai LME ma lalo o 5,000 tona. ʻOiai ke piʻi nei ke kumukūʻai nickel o kēia manawa, aia nō ke kumukūʻai ma lalo loa o kona kiʻekiʻe o ka makahiki 2007.
Ua piʻi aʻe nā uku hoʻonui o Allegheny Ludlum 304 kila kila i ka 2.62% i $1.27 i ka paona e like me Pepeluali 1. I kēia manawa, ua piʻi aʻe ka uku hoʻonui o Allegheny Ludlum 316 i ka 2.85% i $1.80 no ka paona.
Ua piʻi iki ka 316 CRC o Kina i ka 1.92% a i $4,315 i ka metric ton. Pēlā nō, ua piʻi ka 304 CRC i ka 2.36% a i $2,776 i ka metric ton. Ua piʻi ke kumukūʻai nickel mua o Kina i ka 10.29% a i $26,651 i ka ton.
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