李加会-铬锰钼等金属炉料市场现状及走势分析（中英文）.pdf

1、 SMM.All rights reserved.新能源等领域驱动下钼市场供需简析Brief Analysis of the Molybdenum Market Supply-Demand Dynamics Driven by New Energy and Other SectorsLindy LeeSenior Tungsten and Molybdenum Industry AnalystT:137925187172025.10 厦门Page 2 SMM.All rights reserved.全球钼精矿供需平衡全球钼精矿供需平衡 未来五年供应缺口收窄未来五年供应缺口收窄The slowd

2、own in demand growth,coupled with the release of new molybdenum concentrate capacity,will lead to a The slowdown in demand growth,coupled with the release of new molybdenum concentrate capacity,will lead to a tight supplytight supply-demand balance in the molybdenum market in the futuredemand balanc

3、e in the molybdenum market in the future11.211.212.111.712.012.113.513.914.314.414.414.76.05.86.76.97.27.58.59.59.49.611.211.03.23.33.33.33.43.43.43.03.13.04.74.95.14.53.95.05.24.70.60.60.60.60.70.70.70.70.60.60.60.62.82.924.824.927.127.127.928.431.131.631.432.434.334.1+2.8%+2.8%+1.8%+1.8%合金钢Alloy S

4、teel不锈钢Stainless Steel其他铸钢等产品Oastings and other Steel 钼化工MolybdenumChemical其他钼金属等Other MolybdenumMetals,etc.3.43.53.53.43.94.04.04.24.34.44.44.54.45.14.13.53.43.33.33.43.43.43.53.85.65.94.94.64.43.83.63.43.33.13.23.53.03.23.43.23.44.14.34.54.74.84.84.910.19.710.711.813.213.814.314.815.216.417.217.82

5、019202020212022202320242025E2026E2027E2028E2029E2030E26.527.526.626.428.229.029.530.330.932.033.234.4+1.8%+1.8%+3.1%+3.1%中国China秘鲁Peru智利Chile美国US其他Other1.711.712.612.61-0.440.44-0.680.680.350.350.560.56-1.441.44-0.910.910.070.070.190.19-0.860.860.380.38供应供应SupplySupply需求需求DemandDemand供需平衡供需平衡Balance

6、Balance全球钼精矿供需平衡全球钼精矿供需平衡,20192019-2030E2030EGlobal Global Molybdenum Concentrate SupplyMolybdenum Concentrate Supply-Demand Balance,2019Demand Balance,2019-2030E2030E单位：万金属吨Unit:10,000 mtin metal content备注:为避免重复计算，仅计算了使用钼精矿为原料的下游应用，去除了废钼下游产量Note:To avoid double counting,only the downstream applicat