Los ntawm qhov thib ob kev lag luam kev lag luam kom txog rau lub xyoo pua nrab, tab sis thaum lub hnub nyoog coltrification, tab sis thaum tooj liab kev lag luam muaj ntsiag to ua cov kab ke hauv qab ntawm cov txheej txheem kev lag luam.
Kev thov loj thiab cov tswv yim ua haujlwm ntawm tooj liab
Thaum nws los txog rau "smelting", coob leej neeg lub siab tseem tab tom daig ntawm cov duab uas hlawv cov pa roj ntsha thiab ua hlau, txhais tau hais tias nws tseem kub, smoky Industrial Industrial Industries. Tab sis qhov tseeb tau ntev tau hloov pauv ntsiag to. Niaj hnub nimno smelting tsis tsuas yog nyob rau hauv cov txheej txheem ntawm kev kho kom zoo dua qub, tab sis kuj nyob rau hauv lub zog ua haujlwm, kev siv peev txheej thiab qhib cov qauv tshiab. Tshwj xeeb tshaj yog tooj liab, los ntawm cov ntaub ntawv raw rau kev xaiv tswv yim, yog ua lub teb chaws muaj kev sib tw ntawm "lub cav tsis pom".
Cov txheej txheem ntawm niaj hnub tooj liab smelting yog qhov nyuaj dua li cov neeg xav. Smelting tsuas yog qhov pib pib, txhawm rau tau txais cov tooj liab zoo, tab sis kuj yuav tsum tau mus dhau ntawm cov txheej txheem xws li tshuab, ua kom zoo, electrolysis thiab lwm yam. Ib qho ntawm cov tseem ceeb tshaj plaws thiab "fais fab-hlawv" yam ntawm cov txheej txheem yog electrolysis.
Raws li tus qauv ntawm "tooj liab smelting kev lag luam cov qauv kev ua haujlwm yog capped ntawm 100 kg ntawm cov txheem thee, uas txhais ua kwv yees li 800 kWh ntawm hluav taws xob. Ua tsaug rau kev sib txuas lus txuas ntxiv ntawm cov lag luam hauv tsev hauv cov lag luam tsis ntev los no, lub taub hau Enterprise tau siv hluav taws xob ntawm kev siv hluav taws xob rau kev siv hluav taws xob rau kev siv hluav taws xob
Xyoo 2023, Tuam Tshoj Electrolytic tooj liab ntau lawm tau mus txog 13.64 lab tons. Txawm raws li kev siv hluav taws xob tsawg kawg, tsuas yog cov hluav taws xob hluav taws xob ntawm lub nplhaib hluav taws xob, nws tau sib npaug ntawm cov hluav taws xob ntawm Asmeskas hauv tebchaws hauv lub lim tiam. Yug tus tooj liab, yog li yuav hais lus, yog nws tus kheej lub zog-kev txuj ci tseem ceeb.
Nyob rau tib lub sijhawm, lub zog tsim kho tus tooj liab kev thov yog sib npaug zoo li cas. 2023 Tuam Tshoj lub zog siv hluav taws xob tsim kho tooj liab npaum li cas rau 6.81 lab tons, uas txhais tau tias ze li ib nrab tooj hluav taws xob tau siv rau lub hwj chim loj hlob. Tooj liab tsis tsuas yog "tsim hluav taws xob", tab sis kuj tseem "ua haujlwm nrog hluav taws xob", constituting lub voj kaw ntawm lub zog thiab hlau.
Qhov no kaw voj tsis yog tsuas yog lub siab lub zog ntawm lub zog rov qab, tab sis kuj yog cov pob zeb ua kom pom kev lag luam kev xav. Tooj liab yog ob qho tib si tus neeg xyuas thiab cov cab kuj, cov khoom siv raw thiab cov khoom lag luam hauv cov khoom tseem ceeb xws li cov khoom tseem ceeb xws li cov tshuab hluav taws xob tseem ceeb xws li cov khoom siv ntxiv-siab ntxiv. Tooj liab yog tsav tsheb lag luam muaj los ntawm "lub hnub nyoog kho tshuab" rau "kev ua haujlwm eco
Lub siab dua qhov zoo ntawm kev txhim kho, cov cwj pwm ntau tus cwj pwm ntawm tooj liab li "cov tswv yim nyuaj". Kev txhawb nqa ntawm tooj liab yog qhov tsis tseem ceeb tom qab txhua txoj kev hloov kho ntawm National Daim phiaj thiab txhua qhov kev nrawm ntawm lub zog tshiab. Thiab txhua txhua qib ntawm tooj liab lub hwj chim ua kom zoo dua qub yuav ua rau muaj kev sib piv tseem ceeb hauv kev lag luam thoob ntiaj teb.
Yog tias daim ntawv thov ntawm tooj liab hauv kev ua haujlwm hauv ib txwm muab nws lub luag haujlwm yooj yim raws li cov tsheb pob hluav taws xob thiab AI tau rov sau dua tshiab ntawm tooj liab.
Noj cov hluav taws xob tshiab ua piv txwv, cov khoom siv tooj liab tau ua kom muaj roj ntsha li 83, thiab nws yog lub zog ua kom zoo nkauj tons.
Thiab AI kev lag luam kev xav tau rau tooj liab, txawm hais tias kuj tseem ceeb, tab sis tib yam tsis tuaj yeem tsis quav ntsej. Raws li cov kev kawm tiav kev nyab xeeb rau yav dhau los, 1MW cov ntaub ntawv chaw siv txog 65,8 tons tooj liab. According to CITIC Securities forecast, in 2025 China's data center new installed capacity is expected to be 5GW (ie, 5,000MW), which will pull 330,000 tons of incremental copper demand.
Ntxiv ob qho ua ke ua ke, thiab tooj liab tau thov hauv lub zog tshiab thiab cov txheej txheem AI nce ntxiv los ntawm 990, 000 tons. Tom qab no qhov kev coj ua zoo li no yog qhov sib sib zog nqus ntawm cov peev txheej thiab cov cav ntawm kev ua si Geopolitical. Teb Chaws Asmeskas "Kev Them Nyiaj Tooj Rau Cov Nyiaj Them Ua Ntej, EU tus kws ua haujlwm ntsuab, tau dhau los ua tus thawj coj tooj liab tom ntej no hauv" Hlau Pass ".
Qhov no tseem piav qhia tias yog vim li cas Trump thaum nws tus thawj tswj hwm hauv lub sijhawm thaum ntxov Lub tshav rog rau cov kev pab yog txuas los ntawm cov roj thiab cov chips rau qhov uas ntsiag to tab sis Irreplaceable liab hlau.
Los ntawm bronze rau electrolytic tooj liab, thoob plaws ob txhiab xyoo tom qab, tooj liab ib zaug sawv hauv cua thiab nthwv dej ntawm keeb kwm. Nws tsis yog tsuas yog ib qho khoom siv tau lawm, tab sis "txoj kev xaiv tsa chassis" txuas lub zog, kev tshawb fawb thiab thev naus laus zis. Hauv no tshiab kev lag luam era, leej twg mastered tus tooj liab, leej twg ua tiav kev ua haujlwm tom ntej ntawm kev lag luam yav tom ntej.
