Russell: Iron ore mutengo wakaderera unoruramiswa nekuvandudza kugovera, China simbi kutonga

Iron ore inodonha inoruramiswa nekuvandudza kugovera, China simbi kutonga: Russell
Stock Image.

(Maonero ataurwa pano ndeaya emunyori, Clyde Russell, munyori weReuters.)

Iron ore inokurumidzaretreatmumavhiki achangopfuura anoratidza zvakare kuti kudhonzwa kwemitengo kunogona kuita kusagadzikana sekunakidzwa kwemisangano, izvo zvakakosha zvekupa uye kudiwa zvisati zvazvisimbisa.
Zvichienderana nemutengo wechinhu chekugadzira simbi chinoshandiswa, mutengo wakaderera pakati pe32.1% ne44% kubva panguva yose yakasvika paMay 12 wegore rino.

Kuwedzera kune rekodhi kwakave nemadhiraivha akakosha, zvinoti zvipingaidzo muvatengesi vepamusoro Australia neBrazil uye kudiwa kwakasimba kubva kuChina, iyo inotenga 70% yepasi rose simbi yesimbi.

Asi kukwira kwe51% pamutengo wesimbi kuti uendeswe kuchamhembe kweChina, sekuongororwa nesangano remitengo yezvinhu Argus, mumavhiki manomwe kubva munaKurume 23 kusvika parekodhi yepamusoro yemadhora mazana maviri nemakumi matatu nemashanu patani muna Chivabvu 12 yaigara ichienda. Iva kure nekure kupfuura nheyo dzemusika dzinoruramiswa.

Iko kumhanya kweinotevera 44% kudonha kusvika pazasi ichangopfuura $131.80 tani mumutengo wenzvimbo zvakare inogona kunge isina kurongeka nezvakakosha, kunyangwe maitiro emitengo yakaderera ane musoro.

Supply kubva kuAustralia yanga yakatsiga sezvo kukanganiswa kwemamiriro ekunze kwakadzikira, ukuwo kutakura kweBrazil kuri kutanga kukwira sezvo nyika inobuda kubva mumhedzisiro yedenda re coronavirus.

Australia iri munzira yekutumira 74.04 miriyoni matani muna Nyamavhuvhu, maererano nedata kubva kune commodity vaongorori Kpler, kubva ku72.48 miriyoni muna Chikunguru, asi pasi pemwedzi mitanhatu yakakwirira ye78.53 miriyoni munaJune.

Brazil inofanotaura kutumira kunze kwenyika 30.70 miriyoni matani muna Nyamavhuvhu, kubva pa30.43 miriyoni muna Chikunguru uye zvinoenderana neaJune's 30.72 miriyoni, sekureva kwaKpler.

Zvakakosha kucherechedza kuti kutengeswa kunze kwenyika kweBrazil kwadzoka kubva kutanga kwegore rino, apo vaive pasi pemamiriyoni makumi matatu ematani mwedzi wega wega kubva muna Ndira kusvika Chivabvu.

Kuvandudzwa kwemifananidzo yekutenga kuri kuratidzwa munhamba dzekuChina dzekuunza kunze kwenyika, Kpler achitarisira 113.94 miriyoni matani kusvika muna Nyamavhuvhu, izvo zvingave zvakakwirira, kupfuura 112.65 miriyoni yakashumwa neChina tsika muna Chikunguru gore rapfuura.

Refinitiv inotowedzera kusimudzira pane zvinotengeswa neChina muna Nyamavhuvhu, vachifungidzira kuti 115.98 miriyoni matani achasvika mumwedzi, 31% kuvhiya kubva pahuwandu hwepamutemo hwe88.51 miriyoni muna Chikunguru.

China iron ore inounzwa kunze kwenyika.

Huwandu hwakaunganidzwa nevanopa mazano vakadai seKpler neRefinitiv haunyatso kuenderana nedata retsika, zvichipihwa misiyano painoongororwa mitoro seyakaburitswa uye kucheneswa netsika, asi mutsauko unowanzo kuve mudiki.

Kurangwa kwesimbi

Rimwe divi remari yesimbi yesimbi kuburitswa kwesimbi, uye pano zvinoita sezviri pachena kuti rairo yeBeijing yekuti kugadzirwa kwe2021 hakufanirwe kudarika rekodhi bhiriyoni 1.065 matani kubva 2020 iri kuteererwa.

Chikunguru crude simbi yakabuda yakadzika kusvika yakaderera kubva Kubvumbi 2020, ichiuya pa86.79 miriyoni matani, pasi ne7.6% kubva munaJune.

Avhareji yezuva nezuva yakabuda muna Chikunguru yaive 2.8 miriyoni matani, uye ingangove yakaderera zvakare muna Nyamavhuvhu, neiyo yepamutemo Xinhua nhau agency inoshuma muna Aug. 16 kuti kugadzirwa kwezuva nezuva mu "kutanga Nyamavhuvhu" kwaingova 2.04 miriyoni matani pazuva.

Chimwe chinhu chakakosha kucherechedzwa ndechekuti zvigadzirwa zvesimbi zvekuChina pazviteshi zvakatangazve kukwira svondo rapfuura, zvichikwira kusvika pamatani miriyoni 128.8 mumazuva manomwe kusvika Nyamavhuvhu 20.

Vave 11.6 miriyoni matani pamusoro pechiyero chevhiki imwe chete muna 2020, uye kubva kuchamhembe kwezhizha kuderera kwemamiriyoni zana nemakumi maviri nenomwe muvhiki kusvika June 25.

Iyo yakanyanya kugadzikana nhanho yezvinyorwa, uye mukana wavanozovaka zvakare wakapihwa fungidziro yaNyamavhuvhu yakawanda kubva kunze kwenyika, ndicho chimwe chikonzero chekuti mitengo yesimbi idzoke.

Pakazere, iwo maviri mamiriro anodiwa pakudhonzwa musimbi ore akazadzikiswa, anoti kukwira kwekupa uye simbi yekubuda kurangwa muChina.

Kana zvinhu zviviri izvi zvikaenderera mberi, zvingangoita kuti mitengo iuye pasi pekumanikidzwa, kunyanya sezvo pakupera kwe$140.55 patani paAug. 20, inoramba iri pamusoro pemutengo wepakati pemadhora makumi mana kusvika kumadhora zana nemakumi mana aivepo kubva Nyamavhuvhu 2013 kusvika Mbudzi gore rapfuura. .

Muchokwadi, kunze kwekupfupika kwechirimo kudiwa muna 2019, simbi yesimbi yaive pasi pemadhora zana patani kubva muna Chivabvu 2014 kusvika Chivabvu 2020.

Chinhu chisingazivikanwe chesimbi ndicho chinochinja mutemo weBeijing, paine fungidziro yemusika yekuti matepi ekusimudzira achavhurwazve kudzivirira kukura kwehupfumi kuderera zvakanyanya.

Muchiitiko ichi, zvingangoitika kuti kusvibiswa kwetsvina kuchaiswa pechipiri pakukura, uye zvigayo zvesimbi zvinozokwirazve kubuda, asi mamiriro ezvinhu aya achiri munzvimbo yekufungidzira.

(Kugadziriswa naRichard Pullin)


Nguva yekutumira: Aug-24-2021