国内外钼资源供需形势分析

全球钼资源丰富,近年来资源储量不断增加,钼也是我国传统的优势矿产,资源总量丰富,居全球第一位。我国钼工业起步较晚,但是发展很快,在世界钼矿开发中,中国产量占世界总产量的43%,龙头地位相当明显。全球钼消费在地域主要集中在中国、日本、美国及西欧国家,2017年中国钼消费量占世界钼消费总量的36.4%。美国、中国、智利、秘鲁等钼资源丰富的国家都是重要的钼出口国,发达国家,例如德国、英国、日本、法国等是钼资源进口大国。钼价从2011年开始下跌,一路下滑至2016年初触底反弹,处于震荡上行走势,2018年受钢材价格持续上涨,大宗商品普涨的影响,钼价在2018年市场整体表现出上涨的趋势。预计未来几年我国钼资源供应量和消费量仍将会减少,价格不会大幅增长。

Analysis of Supply and Demand Situation of Molybdenum Resources at Home and Abroad

There are abundant molybdenum resources in the world. In recent years, the reserves of molybdenum resources have been increasing. Molybdenum is also a traditional dominant mineral in China, with abundant total resources, ranking first in the world. China's molybdenum industry started late, but developed rapidly. In the development of world's molybdenum mine, China's output accounts for 43% of the world's total output, which shows the obvious leading position. Global molybdenum consumption is mainly concentrated in China, Japan, the United States and Western European countries. In 2017, China's molybdenum consumption accounted for 36.4% of the world's total molybdenum consumption. Countries with rich molybdenum resources such as the United States, China, Chile, and Peru are all important molybdenum exporters. Developed countries such as Germany, the United Kingdom, Japan, and France are major importers of molybdenum resources. The price of molybdenum began to fall from 2011, and it began to rebound once it fell to the bottom in early 2016. After that, it was in a shock upward trend. In 2018, affected by the continuous rise in steel prices and the general rise in commodities, the price of molybdenum in the overall market showed an upward trend. It is expected that the supply and consumption of molybdenum resources in China will continue to decrease in the coming years, and the price will not increase substantially.