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鉭金屬價格或將上漲

鉭金屬價格或將上漲

Omar Akhtar 2012年10月11日
鉭的售價高昂,廣泛用于智能手機、筆記本電腦和音響設備中。只有少數幾個國家擁有鉭礦資源。鉭的供應很不穩定,但是需求量卻一直在上升。因此,它的價格還會進一步上漲。

????鉭是一種需求量很大的稀有元素。誰掌握了鉭,誰就掌控了21世紀供應鏈的關鍵一環:目前開采出來的鉭有一半被用于制造存儲電荷的電容器件。鉭價格高昂,每鎊(約合453克)售價高達130美元;相比之下,更為罕見的稀有元素鎢,每磅僅28美元。關于鉭,不可不知的信息包括以下幾點。

????鉭是什么

????鉭是化學元素周期表上的一種金屬,它沒有電抗性,也不會被腐蝕,很適合用于制造外科手術設備、埋植劑以及飛機發動機。極少量的鉭就能存儲大量的電荷。“鉭很難被替代,”全球最大的鉭金屬供應商Global Advanced Metals 公司首席執行官布賴恩?埃利斯說。

????鉭的開采地在哪兒

????咨詢機構Merchant Research & Consulting稱,鉭的主要開采地包括巴西(26%)、澳大利亞(12%)以及莫桑比克(17%)等國家。去年,在剛果民主共和國,反政府軍控制了幾個鉭礦,這個政治沖突導致全球鉭供應量下降了10%。

????鉭的價格為什么這么高昂

????鉭的供應不穩定,而需求一直在增長。此外,據調研公司Tin & Tantalum Supply Chain Initiative的凱?尼莫稱,美國的多德-弗蘭克法案要求供應商記錄金屬的產地,將導致其最終成本上升多達2%。

????誰將從中受益

????電容器供應商AVX與KEMET。這兩家公司都向英特爾(Intel)和摩托羅拉(Motorola)供貨。由于生產成本原因,Global Advanced Metals最近關閉了位于澳大利亞Wodgina的大型鉭礦,這將導致(鉭)的價格上漲。

????譯者:項航

????Tantalum is a rare element in high demand. To control tantalum is to control a key part of the 21st-century supply chain: Half of all tantalum mined goes into electronic capacitors, which store an electric charge. And it is expensive -- $130 per pound, vs. its rarer cousin, tungsten, at $28. Here's what you need to know.

????What it is

????A metal on the periodic table, tantalum is nonreactive and won't corrode, making it good for surgical equipment, implants, and aircraft engines. A little bit of tantalum holds a lot of electrical charge. "It is not easily substitutable," says Bryan Ellis, CEO of Global Advanced Metals, the biggest supplier of tantalum.

????Where it's mined

????Brazil (26%), Australia (12%), and Mozambique (17%), according to Merchant Research & Consulting. Last year rebels took control of several tantalum mines in the Democratic Republic of the Congo; the government response cut 10% of the global supply.

????Why it's expensive

????Supply is erratic; demand is only increasing. Plus, Dodd-Frank legislation requires suppliers to document where their metals come from, adding as much as 2% to the final cost, says Kay Nimmo of the Tin & Tantalum Supply Chain Initiative.

????Who it's benefiting

????Capacitor suppliers AVX (AVX) and KEMET (KEM). Both companies sell to Intel (INTC) and Motorola. Global Advanced Metals recently shut down its massive Wodgina mine in Australia owing to production costs, which will cause a price increase.

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