Umbiko Wokuhlaziya Usayizi Wemakethe ye-Neodymium, Ukwabelana & Okuthrendayo Ukuhlaziywa Ngesicelo (Omazibuthe, Ama-Catalyst), Ngokusetshenziswa Kokugcina (Izimoto, Ugesi Nogesi), Ngesifunda, Nokubikezela Kwengxenye, 2022 – 2030

Usayizi wemakethe ye-neodymium yomhlaba wonke wawulinganiselwa ku-USD 2.07 billion ngo-2021 futhi kulindeleke ukuthi ukhule ngesilinganiso sokukhula sonyaka esiyinhlanganisela (CAGR) esingu-15.0% ukusuka ngo-2022 kuya ku-2030. imboni yezimoto. I-Neodymium-iron-boron (NdFeB) ibaluleke kakhulu ezimotweni zikagesi, eziphinde zisetshenziswe ezimotweni zikagesi (EVs) nasezinhlelweni ezihlobene namandla omoya. Ukugxila okukhulayo kwamanye amandla kukhulise isidingo samandla omoya kanye nama-EV, okubuye kukhuphule ukukhula kwemakethe.

Bika Uhlolojikelele

Usayizi wemakethe ye-neodymium yomhlaba wonke wawulinganiselwa ku-USD 2.07 billion ngo-2021 futhi kulindeleke ukuthi ukhule ngesilinganiso sokukhula sonyaka esiyinhlanganisela (CAGR) esingu-15.0% ukusuka ngo-2022 kuya ku-2030. imboni yezimoto. I-Neodymium-iron-boron (NdFeB) ibaluleke kakhulu ezimotweni zikagesi, eziphinde zisetshenziswe ezimotweni zikagesi (EVs) nasezinhlelweni ezihlobene namandla omoya. Ukugxila okukhulayo kwamanye amandla kukhulise isidingo samandla omoya nama-EV, okubuye kukhuphule ukukhula kwemakethe.

I-US iyimakethe ebalulekile yomhlaba ongavamile. Isidingo sikazibuthe be-NdFeB kulindeleke ukuthi sikhule ngokushesha ngenxa yesidingo esikhulayo esivela kuzinhlelo zokusebenza ezisezingeni eliphezulu ezihlanganisa amarobhothi, izinto ezigqokwayo, ama-EV, namandla omoya. Isidingo esandayo somazibuthe ezimbonini ezahlukahlukene ezisetshenziswa ekugcineni siphushe abakhiqizi ababalulekile ukuthi bamise izitshalo ezintsha.

Isibonelo, ngo-Ephreli 2022, i-MP MATERIALS yamemezela ukuthi izotshala izigidi ezingu-USD 700 ukuze kumiswe indawo entsha yokukhiqiza yezinsimbi zomhlaba ezingavamile, omagnethi, nama-alloys e-Fort Worth, Texas, US ngo-2025. Lesi sikhungo kungenzeka abe namandla okukhiqiza amathani ayi-1,000 ngonyaka wezibuthe be-NdFeB. Lawa mazibuthe azohlinzekwa kwaGeneral Motors ukuze bakhiqize ama-500,000 EV traction motors.

Esinye sezicelo ezivelele emakethe ama-Hard Disk Drives (HDD), lapho kusetshenziswa ozibuthe be-neodymium ukushayela injini yokuphotha. Noma inani le-neodymium elisetshenziswa ku-HDD liphansi (0.2% wengqikithi yokuqukethwe kwensimbi), ukukhiqizwa okukhulu kwe-HDD kulindeleke ukuthi kuzuzise isidingo somkhiqizo. Ukwenyuka kokusetshenziswa kwe-HDD embonini ye-elekthronikhi kungenzeka kukhuphule ukukhula kwemakethe ngomugqa wesikhathi ohlongozwayo.
Isikhathi esingokomlando sabona izingxabano ezimbalwa zezwe nezombusazwe ezithinte imakethe emhlabeni jikelele. Isibonelo, impi yezohwebo yase-US-China, ukungaqiniseki okuhlobene ne-Brexit, imikhawulo yezimayini, kanye nokuvikelwa komnotho okukhulayo kube nomthelela omubi ekushintsheni kokuhlinzeka futhi kwabangela ukunyuka kwamanani emakethe.