Kamar yadda muka sani, farashin fkm (fluoroelastomer) ya tashi sosai a shekarar 2021. Kuma ya kai ga kololuwar farashin a ƙarshen shekarar 2021. Kowa ya yi tunanin zai faɗi a sabuwar shekara. A watan Fabrairun 2022, farashin fkm da ba a sarrafa ba ya yi ƙasa da ƙasa. Bayan haka, kasuwa tana da sabbin bayanai game da yanayin farashi. Wataƙila ba zai ragu sosai ba kamar yadda muka yi hasashe. Akasin haka, babban farashin zai daɗe. Kuma mafi munin yanayi da zai sake ƙaruwa. Me yasa hakan zai faru?
Bukatar PVDF wadda za a iya amfani da ita a cikin cathodes na batirin lithium tana ƙaruwa sosai. A cewar rahotannin, buƙatar PVDF a duniya don cathodes na batirin lithium a shekarar 2021 ta kai tan 19,000, kuma nan da shekarar 2025, buƙatar duniya za ta kai tan 100,000! Babban buƙatar ya sa farashin kayan albarkatun ƙasa na sama R142 ya tashi sosai. Har zuwa yau farashin R142b har yanzu yana ƙaruwa. R142b kuma monomer ne na fluoroelastomer. Ana amfani da VDF (vinylidene fluoride) da HFP (hexafluoropropylene) wajen haɗa copolymer fluoroelastomer. Kafin Satumba 2021, farashin copolymer raw gum yana kusan $8-$9/kg. Har zuwa Disamba 2021 farashin copolymer raw gum shine $27~$28/kg! Kamfanonin ƙasa da ƙasa kamar Solvay Daikin da Dupont suna canza mayar da hankali zuwa kasuwanci mafi riba. Saboda haka ƙarancin yana ƙaruwa. Bukatu masu yawa da kuma hauhawar farashi suna sa farashin fluoroelastomer ya ci gaba da hauhawa kuma ba zai daɗe yana faɗuwa ba.
Kwanan nan wani babban mai samar da danko na fkm ya daina bayar da fkm. Kuma wani mai samar da shi ya riga ya sanar da hauhawar farashi. Tare da barkewar cutar COVID a China kwanan nan, muna tsammanin babban farashin zai daɗe. Da fatan za a tuntuɓi ƙungiyar tallace-tallace don sabunta farashi kuma ku daidaita hannun jarinku daidai. Ina fatan za mu iya shawo kan mawuyacin lokaci tare.

Lokacin Saƙo: Mayu-16-2022


