What mineral products can you make money by processing? Analysis of hot topics and hot spots on the entire network in the past 10 days
Recently, with the global energy transformation and the rapid development of the technology industry, the mineral processing industry has once again become an investment hotspot. This article will combine the hot topics and data analysis of the entire network in the past 10 days to reveal to you the current mineral product processing direction with the most profit potential.
1. Lithium Mine: "White Oil" in the New Energy Era
With the explosive growth of the electric vehicle market, demand for lithium resources continues to rise. Data shows that the global lithium-ion battery market demand will increase by more than 35% year-on-year in 2023.
| index | data | year-on-year growth |
|---|---|---|
| Lithium carbonate price | US$28,500/ton | +18% |
| Lithium hydroxide price | US$32,000/ton | +22% |
| Global lithium ore production | 860,000 tons | +25% |
2. Rare earths: "vitamins" for high-tech industries
Rare earth elements are irreplaceable in permanent magnet materials, electronic equipment and other fields. Competition between China and the United States in the field of rare earths has intensified recently, pushing up the prices of related products.
| Rare earth species | Price (USD/kg) | Application areas |
|---|---|---|
| praseodymium neodymium oxide | 85.5 | Permanent magnet material |
| dysprosium oxide | 325 | laser material |
| Terbium oxide | 1,250 | fluorescent material |
3. Copper Ore: Core Material in the Electrification Process
Global power grid upgrades and renewable energy projects drive continued growth in copper demand. Analysts predict that there will be a significant supply gap in the copper market in 2024.
| index | data | market expectations |
|---|---|---|
| LME copper price | US$8,450/ton | bullish |
| global inventory | 158,000 tons | historically low |
| Demand growth | 3.2%/year | continued growth |
4. Platinum group metals: the future star of the hydrogen economy
The development of hydrogen fuel cell vehicles has driven the demand for platinum group metals, especially platinum and palladium, which have broad application prospects in the field of catalysts.
| Metal | Price (USD/oz) | Main purpose |
|---|---|---|
| platinum | 980 | fuel cell |
| palladium | 1,350 | Autocatalyst |
| rhodium | 4,800 | chemical catalyst |
5. Investment suggestions and risk warnings
1.short term opportunity: The demand for lithium ore processing equipment and technical services is strong, and you can focus on related subdivisions.
2.Mid- to long-term layout: Rare earth separation and deep processing projects have high technical barriers and profit margins
3.risk factors: Need to be alert to the risks of policy changes, technological substitution and international market price fluctuations
6. Industry Trend Outlook
According to the analysis of industry dynamics in the past 10 days, the following trends are worthy of attention:
1. Africa has become a new hotspot for lithium mining investment, with projects such as the Democratic Republic of the Congo and Zimbabwe attracting much attention
2. A breakthrough in rare earth permanent magnet material recycling technology may change the raw material supply pattern
3. The copper smelting industry is facing pressure to upgrade environmental protection, and cleaner production technology will receive policy support.
To sum up, under the current market environment,Lithium, rare earths, copper and platinum group metalsThe processing business has better profit prospects. Investors can choose the appropriate segment to enter based on their own capital scale and technical reserves. At the same time, it is recommended to pay close attention to policy guidance and technological progress, and adjust investment strategies in a timely manner.
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