I. Cov khoom lag luam South Africa tau rov pib dua, thiab cov nqi ntsuas European tau tsim.
Hauv South Africa, tag nrho cov chromium ore xa tawm nyob rau lub Rau Hli muaj txog 2.404 lab tonnes, qhia lub hli me ntsis - ntawm - hli poob ntawm 0.9%, tab sis ib xyoo tseem ceeb - ntawm - xyoo nce ntawm 21.4%; Ntawm cov khoom xa tawm no, Tuam Tshoj suav txog 67.61%. Nyob rau tib lub sijhawm, South Africa qhov siab -carbon chromite xa tawm tag nrho 123,300 tonnes, sau ib hlis me ntsis- ntawm- hli poob ntawm 0.4% thiab ib xyoos - ntawm - xyoo poob ntawm 13.6%. Qhov kev nce siab hauv ore xa tawm tau sib piv nrog qhov kev cog lus ntawm chromite xa tawm, qhia txog qhov tsis muaj zog txuas ntxiv hauv South Africa cov khoom lag luam hauv tsev. Glencore-Merafe chromium kev sib koom ua lag luam tau mus txog peb xyoos - nqi hluav taws xob cog lus nrog Eskom (62 c/kWh), thaum Boshoek thiab Wonderkop smelters tau teem sijhawm rov ua haujlwm. South Africa lub peev xwm tsim cov chromite xav tias yuav maj mam rov qab nyob rau hauv ib nrab xyoo thib ob.
Samchrome tau lees paub tias European chromite benchmark tus nqi rau lub quarter thib peb ntawm 2026 yuav yog $ 156 ib phaus, muab lub ntsiab lus tseem ceeb thoob ntiaj teb siv rau Tuam Tshoj lub khw muag khoom.
Tus nqi siab -carbon chromite (HC: 60%, Si: 4%) hauv Is Nrias teb tau poob qis los ntawm ₹1,400/ton (kwv yees USD 15/ton) lub lis piam-rau-lub lim tiam rau ₹119,600/ton, raws li cov nqi siab ua rau nws nyuaj rau kev muag cov khoom lag luam kom txo tau cov nqi. Thawj lub qhov cub tawg ntawm IMFA's KNR-1 qhov project chromite tshiab yuav tsum pib ua hlau hauv lub Yim Hli.
Glencore's H1 2026 daim ntawv tshaj tawm ib ntus qhia tau hais tias kev tsim cov chromite ntawm Lion smelter twb rov zoo lawm.
II. Hauv Suav teb, cov nqi pheej yig txuas ntxiv tsis tu ncua, thaum kev sib txawv ntawm tus nqi sib txawv.
Hais txog tus nqi, Tuam Tshoj tus siab -carbon chromite kev lag luam txuas ntxiv nws txoj kev tsis muaj zog, nrog rau cov nqi poob me ntsis ntxiv, sau txog qhov poob qis ntawm 50-100 yuan ib 50 hauv paus tons. Raws li lub Yim Hli 7, cov lus tshaj tawm hauv Inner Mongolia tau nqis mus rau 7,950 yuan ib 50 hauv paus tons, nrog rau kev lag luam loj poob ntawm 7,950-8,100 yuan ib 50 hauv paus tons. Thaum Lub Yim Hli, cov nqi yuav khoom los ntawm cov tuam txhab hlau loj tau ua tiav tag nrho: Taiyuan Steel ntawm 7,895 yuan ib 50 lub hauv paus tons, Qingshan ntawm 8,095 yuan ib 50 hauv paus tons, thiab Beigang Cov Khoom Tshiab ntawm 8,075 yuan ib 50 hauv paus tons-tag nrho qhia ib hlis {0{25} rau 50 lub hauv paus tons. Cov nqi sib tw los ntawm cov nroj tsuag steel hlau loj poob qis dua 8,000 yuan cim, teeb tsa lub suab tsis muaj zog rau kev ua lag luam.
Hais txog cov nqi, raws li cov ntaub ntawv los ntawm Mysteel, qhov nruab nrab qhov chaw tsim khoom tus nqi rau siab -carbon chromite hauv Suav teb thaum Lub Yim Hli 5 yog 8,661 yuan ib 50 hauv paus tons. Kev tsis sib xws hauv cheeb tsam tau tshaj tawm: hauv Inner Mongolia, SF- txheej txheem EF tau sau tus nqi qis tshaj ntawm 7,939 yuan, nrog rau qhov nyiaj tau los ntawm tsuas yog 61 yuan; conversely, nyob rau hauv Henan, cov txheej txheem EF tau tshwm sim tus nqi siab txog 9,333 yuan, ua rau qhov chaw poob ntawm 1,233 yuan. Tam sim no tag nrho kev lag luam tab tom ua haujlwm nyob ze ntawm qhov tawg-txawm qhov taw tes, nrog qee qhov siab - tus nqi tsim cov cheeb tsam tau poob ntau heev.
Hais txog kev xa khoom thiab kev xav tau zoo, qhov kev thov tseem nyob ib puag ncig nrog kev tawm ntawm - lub caij nyoog qauv, nrog cov khoom lag luam feem ntau tau tsav los ntawm cov kev xav tau tseem ceeb. Rau lub yim hli ntuj, stainless hlau ntau lawm tso zis yuav tsum nce 44,400 tonnes lub hli - ntawm - hli rau 3.6388 lab tonnes; Txawm li cas los xij, cov tsoos off- lub caij rau kev noj ib txwm tseem tsis tau xaus, thiab cov neeg yuav khoom hauv qab tau nthuav tawm tus nqi muaj zog-siab- nrhiav kev nyiam. Ntawm qhov chaw muab khoom, txawm hais tias qee tus neeg tsim khoom chromite tau ncua lossis txo cov khoom tsim tawm vim raug tus nqi siab, luv luv -cov khoom siv sij hawm luv luv kuj tseem siab.
Hais txog kev muaj peev xwm ntau lawm, lub lim tiam no, Inner Mongolia Xingshun Cov Khoom Siv Tshiab tau tshaj tawm rau pej xeem tshaj tawm ntawm nws qhov Kev Ntsuam Xyuas Ib Cheeb Tsam (EIA) rau nws 520,000-tuj txhua xyoo muaj peev xwm siab-carbon chromite project, uas npaj siab los tsim kom muaj rau 6 lub DC fais fab arc rauv. Txawm hais tias qhov project tseem nyob rau hauv nws cov theem ua ntej, kev cia siab rau yav tom ntej cov khoom lag luam nce ntxiv tau ua rau muaj peev xwm poob qis rau kev lag luam kev xav.III. Cov ntsiab lus
Lub lim tiam no, lub siab -carbon chromite kev ua lag luam tau nthuav tawm qhov kev sib tw tripartite dynamic yam ntxwv los ntawm "kev txhawb nqa tus nqi muaj zog, tsis muaj zog xav tau tiag tiag, thiab cov khoom siv elastic heev." Ntawm tus nqi, quotes rau chromite ntawm kev lag luam txawv teb chaws tau nce los ntawm $ 5 / tuj rau $ 285 / ton; Txawm li cas los xij, cov khoom lag luam chaw nres nkoj siab thiab cov neeg tuaj txog ntawm cov chaw nres nkoj tau txwv cov nqi ntawm qhov nce raws li. Ntawm qhov kev thov sab nraud, lub sijhawm tawm - lub caij rau kev tsim cov hlau tsis muaj hlau tsis tau xaus, ua rau cov nqi sib cog lus los ntawm steel mills ib qho kev inevitable. Ntawm qhov chaw muab khoom, qhov pib ntawm kev ntsuam xyuas ib puag ncig rau cov tshiab 520,000-ton peev txheej, ua ke nrog kev cia siab ntawm kev muaj peev xwm rov qab los hauv South Africa, txuas ntxiv mus rau lub sijhawm ntev ntawm cov khoom siv.
Nyob rau hauv lub sij hawm luv luv, cov nqi lag luam twb tau mus txog tus nqi kab, nrog cov peev txheej qis qis tab sis tsis muaj cov neeg tsav tsheb nce siab; yog li ntawd, nws cia siab tias kev ua lag luam yuav nyob twj ywm hauv qhov tsis muaj zog - qauv khi. Cov kev hloov pauv tseem ceeb uas tsav lub khw no yog seb puas muaj cov haujlwm saib xyuas ntawm cov neeg tsim khoom chromite tuaj yeem ua tau zoo thaum nruab nrab - txog - lig Lub Yim Hli, thiab seb qhov kawg - kev lag luam xav tau rau stainless hlau tuaj yeem rov qab los ntawm kev hloov pauv ntawm qhov siab tshaj thiab tawm - lub caij ncov.
