Izintengo ze-nickel ziqale inyanga phezulu, zephula ukuphakama kwangaphambilini okubonwa ngezikhathi ezimfishane ezifana namashadi angehora nansuku zonke.Ekugcineni, izintengo ziphinde zakhuphuka zisuka endaweni ye-bullish eyakhiwa ngaphambi kokuvalwa kwe-LME ngoMashi.Lesi senzo senani siphakamisa ukuthi i-nickel inamandla okukhuphuka uma amanani eqhubeka nokukhuphuka.Sekukonke, nokho, amanani ahlala esebangeni lokuhweba lesikhathi esimaphakathi neside.Abatshalizimali kuzodingeka bakuphule lokhu ukuze basungule umkhuba omusha wesikhathi eside.
Amasheya ensimbi engagqwali akhuphuke hhayi kuphela ezikhungweni zesevisi, kodwa nakwabanye abakhiqizi nabasebenzisi bokugcina.Eqinisweni, imithombo itshele i-MetalMiner ukuthi isitokwe esimaphakathi se-inventory ezikhungweni zesevisi siphakathi kwezinyanga ezintathu nezine.Okufanelekile, isikhungo senkonzo kufanele sibe nempahla yezinyanga ezimbili kuphela.I-MetalMiner iphinde yathola ulwazi lokuthi abanye abasebenzisi bokugcina banezinyanga ezingaphezu kweziyisishiyagalolunye zesitoko ezitezi zabo.Ngokusobala, ukutholakala kwamasheya anjalo kubasebenzisi bokugcina nabakhiqizi kuzothinta ukuhlinzekwa kwezikhungo zesevisi.
Ngo-2022, ukukhiqizwa kwensimbi engagqwali eyisicaba yase-US kuyaqhubeka nokubanjelwa ukwabiwa okuqinile kwama-alloys, ububanzi nokuqina okunqunywe abakhiqizi.Ngakho-ke ukuze kwandiswe ukukhiqizwa, i-North American Stainless ne-Outokumpu bagxilise imizamo yabo ekukhiqizeni izinga elingu-304/304L, kanye namanye angu-316L.Amaningi angama-intshi angu-48 ububanzi noma ngaphezulu futhi 0.035 amayintshi obukhulu.Ububanzi, isisindo esincane kanye nezithasiselo ze-alloy seziqala ukunciphisa izidingo zemikhiqizo yokuphuma kwamandla.Ngaphezu kwalokho, abanye abathengi bensimbi engagqwali nabo bavikela ukubheja kwabo ngokubiza kabusha intengo ngo-2022, futhi ukuphazamiseka kokuhlinzekwa kulindeleke ukuthi kuqhubeke.
Ngaleso sikhathi, ukungeniswa kwamanye amazwe kwensimbi engenasici egoqwe ngamakhaza kwaqhubeka nokukhuphuka ngo-2022, kwanda ngo-Ephreli-Juni.Lokhu kusize ukulungisa ukushoda kwempahla e-US, lapho ukuthengwa kwempahla kwamanye amazwe sekuqale ukwehla njengoba uhlu lwezimpahla ezikhungweni zokusiza lukhuphukile.Naphezu kwamanani entengo yemvume yokuthenga kwamanye amazwe aphezulu, izikhungo zesevisi zaqala ukuhlehla ngokushesha.Izimpahla ezingenisiwe azifiki ngempela ngenyanga efanayo ye-oda.Ngenxa yalokhu, ukungeniswa kwensimbi egoqelwe ngamakhaza kuyaqhubeka nokuvela (nakuba kuyimiqulu emincane kakhulu).
Abakhiqizi abaningi ababethengwe ngokweqile ukugwema ukucisha ugesi manje sebekhungathekile.Yonke imithombo yabo isivele ilethile amanani okuvunyelwene ngawo, futhi inkampani ayinakho ukukhetha ngaphandle kokulinda.Ngenhlanhla, amabhizinisi athenga izimpahla ezeqile kubasebenzisi bokugcina anganciphisa ingcuphe ye-inventory yabasebenzisi bokugcina futhi akhulule imali ethile.Isikhungo sesevisi ngeke sithenge kabusha i-inventory eyeqile ngalesi sikhathi.Kodwa-ke, kunezinkampani ezithile ze-B2B ezixhumanisa ngokukhethekile abathengisi nabathengi abakulesi simo.
Eminye imithombo ku-MetalMiner iphakamisa ukuthi indaba yokwanda kwamasheya ezikhungweni zesevisi ingaxazululwa ekuqaleni kokuphela kuka-2022 futhi kungakapheli ikota yokuqala ka-2023. Kodwa-ke, kubalulekile ukucabangela ukwehla okungenzeka kwalezi zinqolobane njengoba i-2022 isondela.Isibonelo, izinkokhelo ezingeziwe kuma-alloys angu-304 ziqhubekile nokwehla zisuka phezulu ngoMeyi.Inhlawulo eyengeziwe kaSepthemba 304 nayo ibingu-$1.2266 ngephawundi, yehle ngo-$0.6765 ngephawundi kusukela ngoMeyi.
Hlola imodeli yezindleko zensimbi engagqwali ye-MetalMiner ngokuhlela idemo yesikhulumi se-Insights.
Amazwe aseNtshonalanga angathinteki unswinyo ayaqhubeka nokungenisa i-nickel yaseRussia.Eqinisweni, ukuthunyelwa kukhuphuke ngempela kusukela ngoMashi.I-Russia yenza cishe u-7% wokukhiqizwa kwe-nickel emhlabeni, futhi inkampani yakhona enkulu, i-Norilsk Nickel, ikhiqiza cishe u-15-20% we-nickel yebhethri emhlabeni.
I-US yabona ukwanda okukhulu kakhulu.Ukuthengwa kwe-nickel kusuka eRussia kuya e-US kwehle ngo-70% kusukela ngoMashi kuya kuJuni, ngokusho kwesizindalwazi se-UN Comtrade esihlanganiswe ngabakwaReuters.Khonamanjalo, ukungenisa kwe-EU kukhuphuke ngo-22% ngesikhathi esifanayo.
Ukwanda kwezinto ezivela eRussia kubonisa izinto ezimbili.Okokuqala, amanani aphansi kungenzeka enze i-nickel yaseRussia ikhange kakhulu, njengoba zonke ezinye izintengo zenyuka ngemuva kokuhlasela kwe-Ukraine.Okwesibili, kusho ukuthi ukwesaba ukuphazamiseka kokuhlinzeka okubangele ukunyuka okukhulu kwamanani ezinsimbi eziyisisekelo ekuqaleni kukaMashi kwaphenduka ihaba.
Hlala unolwazi lwakamuva ngokwenzekayo ku-MetalMiner kanye nemboni yensimbi engagqwali ngezibuyekezo zamasonto onke – azikho ezinye izi-imeyili ezidingekayo.Bhalisela iphephandaba lamasonto onke le-MetalMiner.
Ngokuqala kwesizini yenkontileka ka-2023, abakhiqizi baseNtshonalanga bangase baqale ukwenqaba izinto ezivela eRussia.
NgokukaPaul Wharton, iphini likamongameli omkhulu wakwaNorsk Hydro wemikhiqizo ye-aluminium extruded, "ngeke neze sithenge eRussia ngo-2023."Eqinisweni, izingxoxo zokuqala noNorilsk Nickel zibonisa ukuthi abathengi baseYurophu bafuna ukunciphisa ukuthenga cishe yonke indawo.
Lezi zinguquko ekuhlinzekweni zingahambisa izinto ezisetshenziswayo ngesaphulelo ziye ezinkampanini nasemazweni asazimisele ukungenisa zisuka eRussia."Angazi ukuthi izinto zokwakha zishonaphi manje - zingaya e-Asia, e-China, eTurkey nakwezinye izifunda ezingazange zithathe umugqa oqinile ngezinto zaseRussia," kwengeza uWharton.
Lokhu kungase kuphumele ekukhokhisweni okuphezulu kwezinto ezitholakala kweminye imithombo.Yiqiniso, akuzona zonke izinkampani ezizoba nzima kangaka ezintweni zaseRussia.Futhi njengoba lokhu kugoba kuwukuzithandela, ngeke kuphoqe i-nickel yaseRussia ukuthi iphume emakethe yomhlaba.
Isibikezelo sonyaka se-MetalMiner sika-2023 siphuma kuleli sonto!Umbiko uqinisekisa umbono wethu wezinyanga eziyi-12 futhi uhlinzeka amafemu okuthenga ngombono obanzi wezici ezibalulekile eziqhuba amanani, kanye nezibikezelo ezinemininingwane ezingasetshenziswa lapho kubhekwa izinsimbi ngo-2023, okuhlanganisa amanani ajwayelekile alindelekile, ukusekelwa namazinga okumelana.
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