I. Cov kev sib tw: 4 Cov tub ntxhais tub ntxhais cov tub ntxhais hauv kev lag luam txhim kho
Cov khoom siv nruj thiab tus nqi tsis sib xws ntawm cov khoom siv raw
Lub sijhawm tsis txaus ntawm qis -}}}}}}}}}}} {-}} {} {} {} {}<3%) to $850/ton. China's import dependency has reached 40%. While alternatives such as pitch coke and biomass coke can partially substitute, their production stability is insufficient, and the development of alternative raw materials lags behind.
Kev siv hluav taws xob ntau thiab cov pa roj carbon emissions hauv cov txheej txheem graphitization
Tsoos Acheson Cov Hluav Taws Xob Ua Ntej yuav tsum muaj 12,000 tus hluav taws xob ib tev, suav rau ntau dua 50% ntawm tag nrho cov nqi ntawm anode cov khoom siv EU cov pa roj carbon ciam tshuab hloov kho (CBAM) imposes 30 -}} siv cov lag luam. Zog -} kev txuag cov txheej txheem xws li cov tuam txhab txuas ntxiv tsuas yog coj los ua cov tuam txhab me thiab nruab nrab.
Miscatch ntawm cov khoom ua tau zoo thiab poob qis
Emerging demands, such as hard carbon anodes for sodium-ion batteries and bipolar plates for hydrogen fuel cells, require higher purity (>99.95%) thiab cov txheej txheem specifications rau graphite, uas tsuas yog cov thawj lag luam tuaj yeem sib ntsib.
Geopolitical thiab muab cov kev pheej hmoo sib tw
Cov kev sib tw tau muaj kev sib tw, nrog Asmeskas kev txo cov khoom ua tiav ntawm cov khoom muaj peev xwm ntawm thaj chaw hauv nroog Wostsing.
Ii. Yav Tom Ntej: Tsib txoj kev qhia rau thev naus laus zis thiab kev hloov pauv tshiab
Diversification ntawm raw cov ntaub ntawv: rhuav cov "tsawg -}} sulfur Coke dependency"
Ua kom muaj kev txhim kho ntawm cov peev txheej xws li South Move Asian Palm Plees thiab Suav Cov Khaub Ncaws Quav Coke thiab Suav Cov Khaub Ncaws Quav kom ua tiav loj {0} kev teev ntau lawm ntawm biomass coke. Sinopec's "Cov Roj Slurry rau Coke" Qhov project tau nce qhov kev hloov pauv ntawm kev ua kom zoo dua li 90%
Lub ntiaj teb no muaj peev xwm rov kho dua: Kev sib xyaw ua ke vs.
Tuam Tshoj txoj kev "ua ke puag" qauv, Shandong, thiab sab hauv Cov txheej txheem graphitization tseem tso siab rau Suav Outsourcing.
III. Cov lus pom zoo rau kev lag luam
Txhim kho cov khoom siv hluav taws xob txhim kho, tsim cov tswv yim muaj peev xwm rau qis -}} sulphur coke, thiab nqis peev hauv cov neeg Asmeskas biomass. Nquag ua si xoom- Daim ntawv pov thawj muaj pov thawj thiab thov rau "Cov Ntawv Hluav Taws Xob" xws li siv 100% cov hluav taws xob ua ke nrog cov txheej txheem carbon.
Hauv cov ntsiab lus, txhim kho cov kev lag luam cuav kev lag luam yog qhov tseem ceeb ib qho kev sib ntaus sib tua txij nkawm uas muaj peev xwm, thev naus laus zis, thiab txoj cai. Raws li 2025 cim ib qho tseem ceeb tshaj plaws lub ntsiab lus, yuav tsum tawm tsam kev sib npaug, thiab xoom kev txhim kho ob zaug ntxiv li socium {} ion roj teeb thiab hydrogen zog. Tshaj li kaum xyoo tom ntej, tsuas yog cov tuam txhab uas tuaj yeem tiv thaiv cov kev txwv tsis pub muaj kev siv thev naus laus zis yuav muaj yeej muaj yeej hauv kev sib tw thoob ntiaj teb.
