Neodymium Kev Lag Luam Loj, Tshaj Tawm & Kev Tshawb Fawb Kev Tshaj Tawm Los Ntawm Daim Ntawv Thov (Magnets, Catalysts), Los Ntawm Kev Siv Kawg (Automotive, Hluav Taws Xob & Hluav Taws Xob), Los Ntawm Thaj Chaw, Thiab Ntu Kev Huab Cua, 2022 - 2030

Lub ntiaj teb no neodymium kev lag luam loj muaj nuj nqis ntawm USD 2.07 billion hauv 2021 thiab xav tias yuav nthuav dav ntawm qhov kev loj hlob txhua xyoo (CAGR) ntawm 15.0% los ntawm 2022 txog 2030. Kev ua lag luam tau cia siab tias yuav tau tsav los ntawm kev siv cov hlau nplaum mus tas li hauv kev lag luam automotive. Neodymium-iron-boron (NdFeB) yog qhov tseem ceeb hauv cov tshuab hluav taws xob, uas tau siv txuas ntxiv hauv cov tsheb hluav taws xob (EVs) thiab cov ntawv siv cua zog. Kev loj hlob tsom mus rau lwm lub zog tau ntxiv qhov kev thov rau cua zog thiab EVs, uas, dhau los, yog txhawb kev lag luam kev loj hlob.

Qhia saib tag

Lub ntiaj teb no neodymium kev lag luam loj muaj nuj nqis ntawm USD 2.07 billion hauv 2021 thiab xav tias yuav nthuav dav ntawm qhov kev loj hlob txhua xyoo (CAGR) ntawm 15.0% los ntawm 2022 txog 2030. Kev ua lag luam tau cia siab tias yuav tau tsav los ntawm kev siv cov hlau nplaum mus tas li hauv kev lag luam automotive. Neodymium-iron-boron (NdFeB) yog qhov tseem ceeb hauv cov tshuab hluav taws xob, uas tau siv txuas ntxiv hauv cov tsheb hluav taws xob (EVs) thiab cov ntawv siv cua zog. Kev loj hlob tsom mus rau lwm lub zog tau txhawb nqa qhov kev thov rau lub zog cua thiab EVs, uas, dhau los, yog txhawb kev lag luam kev loj hlob.

Tebchaws Asmeskas yog lub khw tseem ceeb rau lub ntiaj teb tsis tshua muaj. Qhov xav tau rau NdFeB hlau nplaum yuav tsum tau loj hlob sai ntawm qhov kev thov nce siab los ntawm cov ntawv thov siab nrog rau cov neeg hlau, cov khoom siv hnav, EVs, thiab cua zog. Qhov kev thov ntau ntxiv rau cov hlau nplaum hauv ntau qhov kev lag luam siv kawg tau thawb cov tuam txhab tseem ceeb los teeb tsa cov nroj tsuag tshiab.

Piv txwv li, thaum lub Plaub Hlis 2022, MP MATERIALS tshaj tawm tias nws yuav nqis peev USD 700 lab los teeb tsa lub chaw tsim khoom tshiab rau cov hlau tsis tshua muaj hauv ntiaj teb, hlau nplaum, thiab cov hlau nplaum hauv Fort Worth, Texas, Asmeskas los ntawm 2025. Qhov chaw no zoo li yuav muaj peev xwm ntau lawm ntawm 1,000 tons hauv ib xyoos ntawm NdFeB hlau nplaum. Cov hlau nplaum no yuav muab rau General Motors los tsim 500,000 EV traction motors.

Ib qho ntawm cov ntawv thov tseem ceeb rau kev ua lag luam yog Hard Disk Drives (HDD), qhov twg neodymium hlau nplaum yog siv los tsav lub spindle motor. Txawm hais tias qhov ntau ntawm neodymium siv hauv HDD yog tsawg (0.2% ntawm tag nrho cov ntsiab lus hlau), qhov loj-scale zus tau tej cov HDD yog cia siab tias yuav pab tau cov khoom xav tau. Kev nce ntxiv ntawm HDD los ntawm kev lag luam hluav taws xob zoo li yuav txhawb kev lag luam kev loj hlob dhau lub sijhawm teem tseg.
Lub sijhawm keeb kwm tau pom qee qhov kev sib tw hauv thaj chaw thiab kev lag luam uas cuam tshuam rau kev lag luam thoob plaws ntiaj teb. Piv txwv li, Asmeskas-Tuam Tshoj kev lag luam ua tsov ua rog, kev tsis txaus ntseeg cuam tshuam nrog Brexit, kev txwv kev tsuas, thiab kev tiv thaiv kev lag luam loj hlob cuam tshuam rau cov khoom siv hluav taws xob thiab ua rau muaj kev nce nqi hauv khw.