Ekuqaleni kuka-Okthobha, amaxabiso entsimbi ekrwada afumene ukubotshwa kwakhona kwexesha elifutshane, ngenxa yophuculo olulindelekileyo kwimida yemfuno kunye novuselelo lokunyuka kwamaxabiso othutho elwandle.Noko ke, njengoko oomatshini bentsimbi besomeleza imiqathango yabo yokuvelisa yaye kwangaxeshanye, amaxabiso othutho elwandle ehla kakhulu.Ixabiso libethe phantsi enyakeni.Ngokubhekiselele kumaxabiso apheleleyo, ixabiso lentsimbi yentsimbi kulo nyaka liye lawa ngaphezu kwe-50% ukusuka kwindawo ephakamileyo, kwaye ixabiso sele liwile.Nangona kunjalo, ngokwembono yobonelelo kunye nemfuno esisiseko, uluhlu lwangoku lwe-port lufikelele kwinqanaba eliphezulu ngexesha elifanayo kwiminyaka emine edlulileyo.Njengoko izibuko liqhubeka liqokelela , Amaxabiso entsimbi abuthathaka kulo nyaka kuya kuba nzima ukutshintsha.
Ukuthunyelwa kwempahla kwimigodi engundoqo kusenokwanda
Ngo-Okthobha, ukuthunyelwa kwentsimbi e-Australia naseBrazil kwehle unyaka nonyaka kunye nenyanga nenyanga.Kwelinye icala, kwakungenxa yesondlo sam.Kwelinye icala, uthutho lwaselwandle oluphezulu luchaphazele ukuthunyelwa kwentsimbi ekrwada kweminye imigodi ukuya kumlinganiselo othile.Nangona kunjalo, ngokobalo lwethagethi yonyaka-mali, ubonelelo lwemigodi emine kwikota yesine luya kuba nokwanda okuthile unyaka nonyaka kunye nenyanga nenyanga.
Imveliso yentsimbi ye-Rio Tinto kwikota yesithathu yehle nge-2.6 yezigidi zeetoni unyaka nonyaka.Ngokokujoliswe kuko ngonyaka kwe-Rio Tinto komda osezantsi we-320 yezigidi zeetoni, ikota yesine imveliso iya kunyuka nge-1 yesigidi seetoni ukusuka kwikota edlulileyo, ukwehla konyaka-ngonyaka nge-1.5 yezigidi zeetoni.Imveliso ye-iron ore ye-BHP kwikota yesithathu yehle nge-3.5 yezigidi zeetoni ngonyaka-ngonyaka, kodwa igcine usukelo lwayo lonyaka-mali lwe-278 yezigidi ukuya kuma-288 ezigidi zeetoni ingatshintshanga, kwaye kulindeleke ukuba iphucuke kwikota yesine.I-FMG ihanjiswe kakuhle kwiikota ezintathu zokuqala.Kwikota yesithathu, imveliso inyuke nge-2.4 yezigidi zeetoni unyaka nonyaka.Kunyaka-mali we-2022 (ngoJulayi 2021-Juni 2022), isikhokelo sokuthunyelwa kwentsimbi sigcinwe phakathi kwe-180 yezigidi ukuya kwi-185 yezigidi zeetoni.Ukunyuka okuncinci kulindeleke kwakhona kwikota yesine.Imveliso yeVale kwikota yesithathu inyuke ngeetoni ezingama-750,000 unyaka nonyaka.Ngokwezibalo ze-325 yezigidi zeetoni kunyaka wonke, imveliso kwikota yesine yanda ngeetoni ezi-2 zezigidi ukusuka kwikota yangaphambili, eya kunyuka nge-7 yezigidi zeetoni ngonyaka-ngonyaka.Ngokubanzi, imveliso yentsimbi ekrwada kwimigodi emine emikhulu kwikota yesine iya kwanda ngaphezu kwezigidi ezi-3 zeetoni inyanga nenyanga kunye nangaphezulu kwe-5 yezigidi zeetoni unyaka nonyaka.Nangona amaxabiso aphantsi anempembelelo ethile ekuthunyelweni kwemigodi, imigodi yesiqhelo isenengeniso kwaye kulindeleke ukuba ifezekise iinjongo zayo zonyaka wonke ngaphandle kokunciphisa ngabom ukuthunyelwa kwentsimbi.
Ngokubhekiselele kwimigodi engeyiyo eqhelekileyo, ukususela kwisiqingatha sesibini sonyaka, ukuthengiswa kwentsimbi yaseChina kumazwe angengawo aqhelekileyo kuye kwancipha kakhulu unyaka nonyaka.Ixabiso lentsimbi ekrwada lehla, yaye imveliso yentsimbi ekwixabiso eliphezulu yaqalisa ukuhla.Kulindeleke ke ngoko ukuba ukungeniswa kwezimbiwa ezingekho phantsi kwesiqhelo kuqhubeke ukuhla unyaka nonyaka, kodwa impembelelo iyonke ayisayi kuba nkulu kakhulu.
Ngokubhekiselele kwimigodi yasekhaya, nangona intshiseko yemveliso yemigodi yasekhaya nayo iyancipha, ngokuqwalasela ukuba izithintelo zemveliso ngoSeptemba zinamandla kakhulu, imveliso yentsimbi yentsimbi yenyanga kwikota yesine ayiyi kuba ngaphantsi kweyoSeptemba.Ke ngoko, imigodi yasekhaya kulindeleke ukuba ihlale ithe tyaba kwikota yesine, ngokuncipha konyaka nonyaka ngeetoni ezizizigidi ezi-5.
Ngokubanzi, kukho ukwanda kokuthunyelwa kwemigodi eqhelekileyo kwikota yesine.Kwangaxeshanye, kucingwa ukuba imveliso yentsimbi yehagu phesheya kolwandle nayo iyancipha inyanga nenyanga, ubungakanani bentsimbi ethunyelwe eChina kulindeleke ukuba buphinde bubuyele.Ngoko ke, i-iron ore ethunyelwe e-China iya kwandisa unyaka-ngonyaka kunye nenyanga-ngenyanga.Imigodi engeyiyo eyesiqhelo kunye nemigodi yasekhaya inokuba nokuncipha okuthile unyaka nonyaka.Nangona kunjalo, igumbi lokuhla kwenyanga-ngenyanga lilinganiselwe.Unikezelo lulonke kwikota yesine lusakhula.
Uluhlu lwe-Port lugcinwa kwimeko yokudinwa
Ukuqokelelwa kwentsimbi yentsimbi kumachweba kwisiqingatha sesibini sonyaka kubonakala kakhulu, nto leyo ebonisa ukubonelelwa ngokukhululekileyo kunye nemfuno yentsimbi yentsimbi.Ukusukela ngo-Okthobha, izinga lokuqokelela liye lanyuka kwakhona.Ukususela ngo-Oktobha 29, i-inventory ye-iron ore yechweba iye yanda ukuya kwi-145 yezigidi zeetoni, ixabiso eliphezulu kwixesha elifanayo kwiminyaka emine edlulileyo.Ngokokubalwa kwedatha yokubonelela, i-inventory ye-port inokufikelela kwi-155 yezigidi zeetoni ekupheleni kwalo nyaka, kwaye uxinzelelo kwindawo luya kuba lukhulu ngakumbi ngelo xesha.
Inkxaso yecala leendleko iqala ukuba buthathaka
Ekuqaleni kuka-Okthobha, bekukho ukuphinda kubuyeleke kancinci kwimarike yentsimbi, ngokuyinxenye ngenxa yempembelelo yokunyuka kwamaxabiso othutho elwandle.Ngelo xesha, imithwalo ye-C3 esuka eTubarao, eBrazil ukuya eQingdao, eChina yayikhe yasondela kwi-US $ 50 / ton, kodwa kukho ukuhla okuphawulekayo kutshanje.Umthwalo wehle waya kwi-US $ 24 / toni ngoNovemba 3, kwaye imithwalo yaselwandle esuka eNtshona Australia ukuya eChina yayiyi-US $ 12 kuphela./Ton.Ixabiso lentsimbi ekrwada kwimigodi eqhelekileyo lingaphantsi kwe-US$30/toni.Ngoko ke, nangona ixabiso le-iron ore liye lehla kakhulu, umgodi usenenzuzo, kwaye inkxaso yecala yeendleko iya kuba buthathaka.
Lilonke, nangona ixabiso lentsimbi ekrwada liye labetha ezantsi enyakeni, kusekho indawo engezantsi nokuba isuka kumbono wobonelelo kunye nemfuno esisiseko okanye kwicala leendleko.Kulindeleke ukuba imeko ebuthathaka ihlale ingatshintshi kulo nyaka.Nangona kunjalo, kulindeleke ukuba ixabiso ledisk ye-iron ore kwixesha elizayo linokuba nenkxaso ethile kufuphi ne-500 yuan / toni, kuba ixabiso lendawo ye-powder ekhethekileyo ekhethekileyo ehambelana nexabiso ledisk ye-500 yuan / ton ikufuphi ne-320 yuan / ton, kufutshane nelona nqanaba lisezantsi kwiminyaka emi-4.Oku kuya kuba nenkxaso ethile kwiindleko.Ngelo xesha, phantsi kwemvelaphi yokuba inzuzo ngetoni yediski yensimbi isephezulu, kunokubakho imali yokunciphisa umlinganiselo we-snail ore, oxhasa ngokungathanga ngqo ixabiso lentsimbi.