(Maonero ataurwa pano ndeaya emunyori, Clyde Russell, munyori weReuters.)
Marasha eSeaborne ave mukundi akanyarara pakati pezvigadzirwa zvesimba, achishaya kutarisisa kwepamusoro-profile crude oil uye liquefied natural gas (LNG), asi achinakidzwa nekuwana kwakasimba pakati pekukwira kuri kudiwa.
Ose marasha anopisa, anoshandiswa mumagetsi, uye marasha ekubikisa, anoshandiswa kugadzira simbi, awedzera zvakasimba mumwedzi ichangopfuura.Uye mune ese ari maviri mutyairi anga ari China, iyo inogadzira pasi rose, inotenga kunze uye mutengi wemafuta.
Pane zvinhu zviviri kusimba reChina pamisika yemarasha emugungwa muAsia;kudiwa kwakasimba sezvo hupfumi hweChinese huchikwira kubva padenda re coronavirus;uye sarudzo yeBeijing yekurambidza kupinda kunze kwenyika kubva kuAustralia.
Zvinhu zvese zviri zviviri zvinoratidzwa mumitengo, ine yakaderera-mhando yemarasha kubva kuIndonesia iri mubatsiri mukuru.
Indekisi yevhiki nevhiki yemarasha eIndonesia ine simba remazana mana nemazana maviri ekirocalories pakirogiramu (kcal/kg), sekuongororwa nesangano rekutengesa mitengo yezvinhu Argus, yakakwira ingangosvika zvikamu zvitatu kubva pamakumi matatu nematanhatu kubva pa2021 yakaderera yemadhora makumi matatu nematanhatu patani kusvika pamadhora makumi matanhatu nenhanhatu pasvondo Chikunguru 2.
Pane chinodiwa-kudhonza chinhu chinobatsira kukwidza mitengo yemarasha ekuIndonesia, paine data kubva kune vanoongorora nezvezvinhu Kpler inoratidza China yakaunza kunze kwenyika matani 18.36 miriyoni kubva kumutakuri mukuru wemarasha pasi rose muna Chikumi.
Iri raive vhoriyamu yechipiri pakukura pamwedzi China yakaunzwa kubva kuIndonesia maererano neKpler marekodhi kubva muna Ndira 2017, yakavharwa chete ne25.64 miriyoni matani aZvita.
Refinitiv, iyo yakafanana neKpler inoteedzera mafambiro engarava, ine zvinotengwa neChina kubva kuIndonesia zvakati dzikai muna Chikumi pamatani 14.96 miriyoni.Asi masevhisi maviri aya anobvumirana kuti uyu wanga uri mwedzi wechipiri-wepamusoro pane rekodhi, neRefinitiv data ichidzokera muna Ndira 2015.
Vese vari vaviri vanobvuma kuti zvinhu zvinotengeswa neChina kubva kuAustralia zvadzikira kusvika pa zero kubva pamazinga anosvika 7-8 miriyoni matani pamwedzi akakunda kusvika kurambidzwa kweBeijing kusati kwaiswa pakati pegore rapfuura.
Kutengeswa kwemarasha kweChina kubva kunyika dzese munaChikumi aive 31.55 miriyoni matani, sekureva kwaKpler, uye 25.21 miriyoni maererano neRefinitiv.
Australia rebound
Asi nepo Australia, iyo yechipiri pakukura mutengesi wemarasha anopisa uye hombe yemarasha ekubikisa, inogona kunge yarasikirwa nemusika weChina, yakakwanisa kuwana dzimwe nzira uye mutengo wemarasha ayo wave kukwirawo zvakanyanya.
Benchmark high-grade thermal coal ine simba rinokosha re6,000 kcal / kg pachiteshi cheNewcastle yakapera vhiki yapfuura pa $ 135.63 tonne, iyo yakakwirira mumakore gumi, uye ichikwira nehafu mumwedzi miviri yapfuura.
Giredhi remarasha iri rinonyanya kutengwa neJapan, South Korea neTaiwan, idzo dziri kumashure kweChina neIndia sevanhu vanotenga marasha muAsia.
Nyika nhatu idzo dzakapinza mamirioni gumi nemana nemazana manomwe nenomwe ematani emarudzi ese emarasha kubva kuAustralia muna Chikumi, sekureva kwaKpler, zvichidzika kubva muna Chivabvu 17.05 miriyoni, asi zvichikwira zvakanyanya kubva 12.46 miriyoni muna Chikumi 2020.
Asi muponesi chaiye wemarasha eAustralia yanga iri India, iyo yakaunza rekodhi 7.52 miriyoni matani emagiredhi ese muna Chikumi, kubva pa6.61 miriyoni muna Chivabvu uye angori 2.04 miriyoni muna Chikumi 2020.
India inoda kutenga marasha epakati pegiredhi ekudziya kubva kuAustralia, ayo anotengesa nemutengo wakakura kusvika pa6,000 kcal/kg peturu.
Argus akaongorora marasha e5,500 kcal/kg kuNewcastle ne$78.29 patani musi waChikunguru 2. Kunyange zvazvo giredhi iri rakawedzera zvakapetwa kaviri kubva pakudzikira kwaro muna 2020, richiri rakachipa ne 42% pane mafuta emhando yepamusoro anofarirwa nevatengi vekuNorth Asia.
Mavhoriyamu eAustralia anotengesa marasha akanyanya kupora kubva pakurova kwekutanga kwakakonzerwa nekurambidzwa kweChina uye kurasikirwa kwekuda kubva padenda re coronavirus.Kpler akaongorora kutumirwa kwaJune pa31.37 miriyoni matani emagiredhi ese, kubva pamamiriyoni makumi maviri nemasere.
Pakazere, zviri pachena chitambi cheChina chiri pamusoro peiyo rally iripo mumitengo yemarasha: kudiwa kwayo kwakasimba kuri kuwedzera marasha eIndonesia, uye kurambidza kwayo kunze kwenyika kubva kuAustralia kuri kumanikidza kurongekazve kwekutengeserana kuyerera muAsia.
(Kugadziriswa naKenneth Maxwell)
Nguva yekutumira: Jul-12-2021