Hotspot: Halin da ake ciki a Rasha da Ukraine ya dace da fitar da lantarki mai graphite na China

A yayin da ake ci gaba da samun takun saka tsakanin Rasha da Ukraine, takunkumin da kasashen Turai da Amurka da wasu kasashe suka kakaba wa Rasha ya karu, kuma wasu manyan kamfanonin masana'antu na Rasha (irin su Severstal Steel) suma sun sanar da dakatar da samar da kayayyaki ga kungiyar EU.Wannan ya shafa, farashin kayan masarufi na duniya gabaɗaya ya tashi kwanan nan, musamman ga wasu samfuran da ke da alaƙa da Rasha (kamar aluminum, coils mai zafi, kwal, da sauransu).

1. Shigo da fitarwa na graphite lantarki a Rasha

Rasha ita ce mai shigo da kayan lantarki mai graphite.Yawan shigo da na'urorin lantarki na graphite a kowace shekara ya kai ton 40,000, wanda fiye da rabin albarkatun suna fitowa daga China, sauran kuma sun fito ne daga Indiya, Faransa da Spain.Amma a lokaci guda, Rasha kuma tana da kusan ton 20,000 na lantarki na graphite don fitarwa a kowace shekara, galibi zuwa Amurka, Tarayyar Turai, Belarus, Kazakhstan da sauran ƙasashe.Tunda yawancin wutar lantarkin da ke cikin ƙasashen da aka ambata a sama sun haura tan 150, na'urorin lantarki na graphite da Rasha ke fitarwa su ma manyan na'urorin lantarki ne masu ƙarfi.

Dangane da samarwa, babban masana'antar lantarki ta cikin gida a Rasha shine rukunin Energoprom, wanda ke da masana'antar lantarki ta graphite a Novocherkassk, Novosibirsk, da Chelyabinsk.Ƙarfin samar da lantarki na graphite na shekara-shekara yana da kusan tan 60,000, kuma ainihin abin da ake fitarwa shine ton 30,000-40,000 a kowace shekara.Bugu da kari, kamfanin mai na hudu mafi girma a kasar Rasha yana kuma shirin kera sabbin ayyukan coke na allura da graphite electrode.

Ta fuskar bukatu, a halin yanzu, ana shigo da fiye da rabin na'urorin lantarki masu karfin gaske a kasar Rasha, wutar lantarki ta yau da kullun ita ce samar da gida, kuma babban iko ya kai rabin.

2. Tuki da fitarwa na graphite lantarki a kasar Sin

An fahimci cewa, bayan yakin da aka yi tsakanin Rasha da Ukraine, sakamakon tasiri biyu na karuwar farashin kayayyaki da kuma katsewar kayayyakin da Rasha ke fitarwa zuwa kasashen waje, adadin manyan na'urorin lantarki masu karfin gaske a wasu kasuwannin Turai ya kai kimanin 5,500. Dalar Amurka / ton.Duban kasuwannin duniya, ban da ƙananan haɓakar ƙarfin masana'antar graphite lantarki na Indiya a cikin 'yan shekarun nan, ƙarfin samarwa yana da inganci sosai, don haka yana da kyakkyawar dama ga masana'antun graphite lantarki na kasar Sin.A gefe guda kuma, za ta iya ƙara fitar da kayayyaki zuwa ƙasashen EU, kuma manyan na'urori masu ƙarfi masu ƙarfi na iya cika ainihin kason kasuwar Rasha na kusan tan 15,000-20,000.Babban masu fafatawa na iya zama Amurka da Japan;A cikin rage fitar da ƙasashen EU zuwa Rasha, babban mai fafatawa zai iya zama Indiya.

Gabaɗaya, ana sa ran cewa wannan rikici na geopolitical na iya ƙara yawan fitar da lantarki na graphite na ƙasata da tan 15,000-20,000 a kowace shekara.