Izici Eziyinhloko Ezibangela Isidingo Semakethe Se-Graphitized Petroleum Coke
1. Isidingo Esiphuthumayo Emkhakheni Omusha Wamandla
Izinto zokusetshenziswa eziyinhloko zezinto ze-anode yebhethri le-lithium: I-coke kaphethiloli ene-sulfur ephansi, enokuqukethwe kwe-sulfur okungaphansi kuka-0.5%, ayibangeli ukwanda kwevolumu ngesikhathi senqubo ye-graphitization, okwenza kube yinto yokusetshenziswa ebalulekile yezinto ze-anode yebhethri le-lithium-ion. Ngo-2024, isidingo somhlaba wonke sezinto ze-anode yebhethri le-lithium safinyelela kumathani ayizigidi ezingu-2.2, okuhambisana nesidingo samathani angaphezu kwezigidi ezingu-3 e-coke kaphethiloli. Kodwa-ke, ukunikezwa kwangempela kwakungamathani ayizigidi ezingu-2.6 kuphela, okwaholela ekungeneni okungu-13%. Ngokukhula okusheshayo kwemakethe yezimoto zikagesi (ukuthengiswa kwezimoto zikagesi emhlabeni wonke kulindeleke ukuthi kufinyelele amayunithi ayizigidi ezingu-30 ngo-2026), isidingo sama-anode ebhethri le-lithium e-coke kaphethiloli sizoqhubeka nokukhuphuka, okwenza amanani e-coke kaphethiloli ephezulu (njenge-coke ephansi ye-sulfur).
Isidingo esikhulayo embonini ye-photovoltaic: Ngo-2024, isidingo somhlaba wonke se-coke kaphethiloli ye-photovoltaic sanda ngo-35%, kanti izinkampani zezinto ze-silicon (ezifana neTongwei kanye ne-GCL-Poly) zincintisana ngezinsiza ze-coke ezine-sulfur ephansi, okwandisa amanani.
2. Isidingo Esizinzile Emikhakheni Yezimboni Yendabuko
Imboni ye-electrolysis ye-aluminium: I-petroleum coke iyinto eluhlaza eyinhloko yama-anode abhakiwe kusengaphambili ekukhiqizweni kwe-electrolysis ye-aluminium, esetshenziselwa ukuthuthukisa ukusebenza kahle kwe-electrolysis. Nakuba isidingo embonini ye-electrolysis ye-aluminium sithintekile ukulungiswa kwentengo ye-aluminium, isidingo sesikhathi eside sisazinzile.
Imboni yensimbi: I-petroleum coke isetshenziswa kabanzi njengesithasiselo sekhabhoni kanye nezinto zokusetshenziswa zama-electrode e-graphite ekwenzeni insimbi ye-arc furnace kagesi. Njengoba iShayina ihlela ukwandisa ingxenye yensimbi ye-arc furnace kagesi ibe ngu-15%-20% ngo-2025, isidingo se-petroleum coke sizokhula kakhulu.
Umkhakha kaphethiloli: I-petroleum coke, enenani layo eliphezulu lama-calories, ivame ukusetshenziswa njengophethiloli ezimbonini ezifana nezimboni zeglasi, iziteshi zikagesi, kanye neziteshi zesimende. Nakuba amalahle ashibhile ethathe indawo yesidingo esithile se-coke kaphethiloli ene-sulfur ephezulu, i-coke ene-sulfur ephansi isalokhu incintisana emakethe kaphethiloli ephezulu.
3. Ukunikezwa Okuqinile
Ukwehla kwamandla okucwenga: Ngaphansi kwezinqubomgomo zomhlaba wonke "zekhabhoni ephindwe kabili", izindawo zokucwenga zaseYurophu naseMelika zisheshise ukuqeda amandla aphelelwe yisikhathi. Ngo-2024, amandla okucwenga aseYurophu ehla ngo-8% unyaka nonyaka, kuyilapho izinga lokuvalwa kwezindawo zokucwenga uwoyela we-shale zase-US lifinyelele ku-12%, okuholele ekwehleni okukhulu kokuhlinzekwa kwe-coke kaphethiloli ene-sulfur ephansi.
Ukukhiqizwa kwekhaya okulinganiselwe: Ngenxa yokuvalwa nokugcinwa kwamayunithi athile okupheka okubambezelekile kanye nokwehla kwamazinga okusebenza, ukukhiqizwa kwe-coke kaphethiloli yasekhaya kwehlile kusukela ngo-2025. Nakuba ukuthuthuka kwamaphrojekthi okuhlanganisa ukuhluza amakhemikhali kuzoqhubekisela phambili ukukhula kokukhiqiza, ukuqina kokunikezwa kwesikhashana kunzima ukukuqeda.
Ukugcwaliswa kabusha okwanele kokungenisa: Ukukhiqizwa kwe-coke ene-sulfur ephansi kwamanye amazwe kunqunyelwe, futhi ukwanda kwemikhawulo yokuthumela ngaphandle kwe-graphite e-US eya eShayina kuphoqe izinkampani zaseShayina ze-anode ukuthi zishintshele ku-coke kaphethiloli yasekhaya, okwandisa kakhulu ingcindezi yokufunwa kwekhaya.
4. Inqubomgomo kanye Nokuguquguquka Kwemakethe
Izinqubomgomo eziqinile zemvelo: Izinkampani kudingeka zitshale imali eningi ekuthuthukiseni imishini ukuze ihlangabezane nezidingo zemvelo, okwenza izindleko zokukhiqiza zikhuphuke ngokungaqondile. Isibonelo, ekuqaleni kuka-2025, imikhawulo yokukhiqiza kwemvelo ezifundazweni zaseHebei naseHenan yaholela ekuncipheni kokuhlinzekwa kwempahla.
Umthelela wezithiyo zokuhweba: Ukwanda kwemikhawulo yokuthumela ngaphandle kwe-graphite e-US eya eShayina kukhulise izindleko zokuthenga izinto zokusetshenziswa ezinkampanini ze-anode zaseShayina, okwandisa amanani e-coke kaphethiloli.
Ukuqagela kwempahla: Abahwebi baqoqe izinto ezikhona kuze kufike eziqongweni zomlando, lapho izinto ezikhona emachwebeni asekhaya zehla zisuka kumathani ayizigidi ezimbili ngo-2023 zaya kumathani angu-800,000, okudala ngokwenziwa "ukuntuleka kwamanga" futhi kwandise amanani.
5. Ukudluliselwa Kwezindleko kanye Nemiphumela Yokufaka Esikhundleni
Ukuguquguquka kwentengo kawoyela ongahluziwe: Ubudlelwano phakathi kwentengo kawoyela ongahluziwe kanye nentengo kawoyela ongahluziwe cishe bungu-0.8. Ngo-2024, intengo kawoyela wamazwe ngamazwe yakhuphuka ngaphezu kuka-120 perbarrel, icindezela imingcele yokuhlanza futhi iholele ekuncishisweni kokukhiqizwa kwezimboni zokuhlanza, okwenza kube nzima nakakhulu ukushoda kukawoyela ongahluziwe. Nakuba intengo kawoyela ongahluziwe weBrent kulindeleke ukuthi iwele ku-51 per barrel ngo-2026, ukwesekwa kwezindleko zesikhashana kusalokhu kuqinile.
Ingcindezi yokushintshana kwezobuchwepheshe: Ukukhiqizwa ngobuningi kwama-anode e-silicon-carbon e-Tesla angu-4680 ebhethri, athuthukisa ubuningi bamandla ngo-20%, kungasheshisa inqubo yokushintshana uma amanani e-petroleum coke ehlala ephezulu. Kodwa-ke, ukuthengiswa kwama-anode asekelwe ku-silicon kusadinga iminyaka engu-3-5, ngakho-ke umthelela wesikhashana ekudingweni kwe-petroleum coke unqunyelwe.
Isikhathi sokuthunyelwe: Septhemba-30-2025