30 Paenga-whāwhā, 2026 – Kua kite te mākete alumina whakahohe o te ao i te tipu pakari i te tau 2025, me tōna uara katoa e eke ana ki te USD 1.19 piriona, e ai ki te pūrongo hou i tukuna e Datam Intelligence 4 Market Research LLP. E tohu ana ngā matapae ka haere tonu te mākete i tana huarahi whānui pumau, ka tipu i te tere tipu ā-tau (CAGR) o te 5.9% mai i te tau 2025 ki te 2033, ā, ka eke ki te USD 1.87 piriona i te mutunga o te wā matapae. Ko tēnei tipu whakamiharo te mea nui i whakakahangia e ngā ture taiao pakari o te ao katoa, te tere o te whānui o te umanga pūngao hou, me te piki haere o te tango i te alumina whakahohe i roto i ngā tono ahumahi kanorau, mai i te maimoatanga wai ki te tautoko i te whakakorikori me te purenga hau.
Ko te alumina whakahohe, he momo konumohe waikura (Al₂O₃) tino porowhita i hangaia mā te tango i te waikawa konumohe waikura, e whakanuia ana mō tōna kaha mimiti tino pai, te horahanga mata teitei (mai i te 200 ki te 400 m²/g), me te pumau o te wera. Nā ēnei āhuatanga ahurei ka waiho hei rauemi tino nui i roto i te whānuitanga o ngā rāngai, me te maimoatanga wai, ngā matū hinu, me te pūngao hou e puta ake ana hei kaupapa matua o te hiahia o te mākete i ngā tau tata nei.
I roto i te rāngai maimoatanga wai, ko te whakatinanatanga o ngā paerewa taiao pakari ake kua waiho hei whakakorikori nui mō te tipu o te mākete. Kei te whakakaha ake ngā kāwanatanga puta noa i te ao i ngā ture kia whai wāhi atu ai ki te wai inu haumaru, me te whakatau tata a te World Health Organization (WHO) tata ki te 2 piriona tāngata puta noa i te ao kāore tonu e whai wāhi atu ki te wai inu ma. He whānuitia te whakamahinga o te alumina whakahohe i roto i ngā tukanga purenga wai hei tango i te fluoride, te arsenic, me ētahi atu poke kino, nā tōna kaha ki te whakaiti i ngā taumata fluoride mai i te 10 ppm ki raro iho i te 1 ppm i raro i ngā āhuatanga tino pai. I Haina, nā te whakatinanatanga o te "Paerewa Akuaku Wai Inu" kua whakahoutia (GB 5749–2022) kua tino whakapiki ake i te hiahia mō ngā hua alumina whakahohe mahi-teitei me te horahanga mata motuhake teitei (≥380 m²/g), te rōrahi pore nui (≥0.45 cm³/g), me te ihirangi paru iti (Fe₂O₃ ≤0.02%), me te tere urunga o ngā tauira kounga teitei ki roto i ngā tipu wai ā-tāone i eke ki te 71.3% i te tau 2024.
Kua ara ake te umanga pūngao hou, inā koa te rāngai pākahiko lithium-ion, hei kaiārahi tipu nui mō te mākete alumina whakahohe. I te kaha haere o te pana o te ao ki ngā otinga pūngao pumau, kua piki ake te hiahia mō ngā waka hiko (EV) me ngā pūnaha rokiroki pūngao, e akiaki ana i te hiahia mō te alumina whakahohe teitei-parakore i roto i te hanga pākahiko. Ka whakamahia te alumina whakahohe hei mimiti makuku i roto i ngā pākahiko lithium-ion, hei ārai i te pirau i puta mai i te makuku me ngā poke, ā, hei whakarite i te mahi pai me te roa o te pākahiko. I te tau 2024, ko te hiahia mō te alumina whakahohe i roto i ngā tono paninga wehewehe pākahiko lithium i Haina neke atu i te 21,000 tana, me te CAGR o te 37.6% mai i te tau 2020 ki te 2024, ā, ko te tawhē hua katoa o tēnei wāhanga i noho tonu i waenga i te 35% me te 42%, he nui ake i ngā tono tuku iho.
Ko ngā ahumahi matū hinu me te whakamahine tonu ngā kaihoko nui o te alumina whakahohe, e whakamahia whānuitia ana hei tautoko i te whakakorikori me te whakamaroke. I te whānui haere o ngā whare whakakorikori puta noa i te ao me te whakapai ake i ngā tukanga whakakorikori, kua piki haere tonu te hiahia mō te alumina whakahohe me te kaha miihini teitei (≥150 N/cm) me te whakahaere tika i te rahi o ngā pore (8–15 nm). I te tau 2024, i eke te kai o te alumina whakahohe i roto i ngā tono kawe whakakorikori ki te 128,000 tana, me te ōwehenga o ngā hua teitei kua piki ki te 58%.
He rerekētanga nui ngā āhuatanga o te mākete ā-rohe, ā, ko Āhia-Moana-nui-a-Kiwa te mākete matua nā te tere o te ahumahi, ngā ture taiao pakari, me te noho mai o ngā pokapū hanga nui. Ko Haina, inā koa, kua noho hei kaitākaro matua i roto i te mākete alumina whakahohe o te ao, me te katoa o tana kaha whakaputa i eke ki te 1.68 miriona tana i te tau 2024, neke atu i te 60% o te kaha hou he hua motuhake teitei. Ko ngā umanga matua o Haina, tae atu ki te Aluminum Corporation of China (Chinalco), Sinocera Material Co., Ltd., me Shandong Dongyue Group, kei te tere haere i tā rātou panoni rautaki, me te whakamahi i ngā rauemi hiko wai i te Tonga-uru o Haina me ngā tauira ōhanga porowhita hei hanga turanga whakaputa matomato me te iti-waro. Hei tauira, ko te kaupapa alumina whakahohe matomato 100,000-tana/tau a Chinalco i Yunnan, i whakatinanahia ki te whakaputa i te tau 2024, he 18% te iti iho i te toharite o te ahumahi te whakamahinga pūngao whānui mō ia wae hua.
Kei te rite hoki a Amerika Te Raki mō te whanaketanga tere o te mākete, e akiakihia ana e ngā ture taiao pakari mō te purenga wai me ngā tukunga ahumahi, tae atu ki ngā haumitanga nui ki ngā whanaketanga hangarau. Ko ngā whanaketanga ahumahi tata nei i te United States ko te hokonga mai o tētahi kaihanga adsorbent kei US e tētahi kamupene matū motuhake o te ao i te marama o Hanuere 2026, e whai ana ki te whakawhānui ake i tana putea hua alumina whakahohe me te whakapakari ake i tōna tūranga i roto i ngā mākete taiao me te pūngao. I te marama o Hune 2025, i oti i a Hindalco Industries te hokonga mai i a Aluchem Companies Inc. kei US hei whakawhānui ake i tana tapuwae alumina motuhake me te alumina whakahohe me te uru atu ki ngā hangarau tukatuka matatau.
Ahakoa te ara tipu pai, he maha ngā wero kei te pā ki te mākete alumina whakahohe, tae atu ki ngā rerekētanga o ngā utu rauemi mata me te riri o ngā rauemi rerekē pēnei i ngā tātari ngota. Ko te rauemi mata matua o te alumina whakahohe ko te hauwai konumohe ahumahi, ko tōna utu ka pāngia e ngā au o te mākete alumina whānui. I waenganui i te tau 2021 me te tau 2023, nā ngā raruraru pūngao o te ao me ngā herenga hanga konumohe hiko ā-rohe i piki ake ai ngā utu alumina, tae atu ki te 3,800 yuan/tana (raraunga SMM), i piki ake ai ngā utu whakaputa mō ngā kaihanga. Hei whakatika i tēnei, kua tahuri ētahi umanga ki te tango hauwai konumohe mai i ngā para totoka ahumahi pēnei i te paru whero, e kore e whakaiti noa i te whakawhirinaki ki ngā rauemi mata engari e hangai ana hoki ki te au o te ōhanga porowhita. I tēnei wā, kua tutuki i ngā kaupapa whakaaturanga i Guizhou me Guangxi te kaha maimoatanga paru whero ā-tau neke atu i te 500,000 tana, e tuku ana i te tata ki te 30,000 tana o te kaha alumina whakahohe.
I te tirohanga whakamua, e matapaetia ana ka kitea tonutia te tipu o te mākete alumina whakahohe o te ao, nā te pikinga ake o te tono mai i ngā tono hou pēnei i te purenga hauwai me te hopu me te rokiroki waro (CCS). I te hurihanga o te ao ki ngā puna pūngao ma, kei te kitea te hiranga o te alumina whakahohe i roto i te umanga whakaputa hauwai, e whakamahia ana hei tango i te makuku me ngā matū whanariki mai i te hauwai i hangaia mā te whakahounga methane mamaoa (SMR), kia mau ai te parakore e hiahiatia ana mō ngā pūtau wahie mahi-teitei. I roto i te rāngai CCS, kei te tūhuratia te alumina whakahohe mō tōna kaha ki te hopu me te rokiroki i te hauhā waro, kia whānui ake ai tōna whānuitanga tono.
E matapaetia ana e ngā tohunga ahumahi ka haere tonu te whanaketanga o te whenua whakataetae o te mākete alumina whakahohe, me ngā umanga e arotahi ana ki te auahatanga hangarau, te whakaritenga hua, me te hanga matomato hei whiwhi i te painga whakataetae. E matapaetia ana ka tere ake te nekehanga mai i te whakataetae e aro ana ki te tauine ki te whakataetae e aro ana ki te uara, me ngā hua motuhake teitei e eke ana ki te neke atu i te 45% o te putanga katoa i te tau 2027. "Ko ngā umanga he kaha hanga matomato, he whakatakotoranga mahi tahi ā-rohe, me te whakahaere hangarau pūnaha ka whakahaere i ngā whai wāhitanga hanganga i te mākete," te kī a tētahi kaitātari ahumahi mai i Datam Intelligence. "Kei te tata te umanga alumina whakahohe ki tētahi wāhanga hou o te whanaketanga kounga teitei, e akiakihia ana e te tiaki taiao, te pūngao hou, me te auahatanga hangarau."
Wā tuku: 30 Paenga-whāwhā 2026
