Kumayambiriro kwa mwezi wa Okutobala, mitengo yachitsulo idakweranso kwakanthawi kochepa, makamaka chifukwa cha kukwera kwamitengo yofunikira komanso chilimbikitso chakukwera kwamitengo yonyamula katundu wam'nyanja.Komabe, pamene mphero zachitsulo zinalimbitsa ziletso zawo zopanga ndipo panthaŵi imodzimodziyo, mitengo yonyamula katundu m’nyanja ya m’nyanja inatsika kwambiri.Mtengo unatsikanso mchaka.Pankhani yamtengo wapatali, mtengo wachitsulo chaka chino wagwa ndi 50% kuchokera pamwamba, ndipo mtengo wagwa kale.Komabe, potengera zofunikira za kupezeka ndi kufunikira, zowerengera zomwe zilipo padoko zafika pamlingo wapamwamba kwambiri munthawi yomweyo mzaka zinayi zapitazi.Pamene doko likupitiriza kudziunjikira , Mitengo yofooka yachitsulo chaka chino idzakhala yovuta kusintha.
Kutumiza kwa migodi yayikulu kukuchulukirabe
Mu October, katundu wachitsulo ku Australia ndi Brazil anachepa chaka ndi chaka komanso mwezi ndi mwezi.Kumbali ina, zinali chifukwa cha kukonza kwanga.Kumbali ina, kunyamula katundu wa m’nyanja yaikulu kwakhudza kutumizidwa kwa chitsulo m’migodi ina kumlingo wakutiwakuti.Komabe, malinga ndi kuwerengetsera kwa zolinga za chaka chandalama, migodi inayi ikuluikulu yopezeka m’gawo lachinayi idzakhala ndi chiwonjezeko china chaka ndi chaka komanso mwezi ndi mwezi.
Kutulutsa kwachitsulo kwa Rio Tinto mgawo lachitatu kunatsika ndi matani 2.6 miliyoni pachaka.Malinga ndi cholinga cha Rio Tinto chapachaka chotsitsa matani 320 miliyoni, kotala yachinayi yotulutsa ikwera ndi matani 1 miliyoni kuchokera kotala yapita, kutsika kwapachaka kwa matani 1.5 miliyoni.Kutulutsa kwachitsulo kwa BHP mgawo lachitatu kunatsika ndi matani 3.5 miliyoni pachaka, koma idasungabe cholinga chake chazaka 278 miliyoni mpaka 288 miliyoni osasinthika, ndipo ikuyembekezeka kusintha gawo lachinayi.FMG idatumizidwa bwino m'magawo atatu oyamba.M'gawo lachitatu, zotulutsa zidakwera ndi matani 2.4 miliyoni pachaka.M'chaka chandalama cha 2022 (Julayi 2021-June 2022), chitsogozo chotumizira chitsulo chinasungidwa mkati mwa matani 180 miliyoni mpaka 185 miliyoni.Kuwonjezeka kochepa kumayembekezeredwanso mu gawo lachinayi.Kupanga kwa Vale m'gawo lachitatu kudakwera ndi matani 750,000 pachaka.Malinga ndi kuwerengera kwa matani 325 miliyoni kwa chaka chonse, kupanga kotala lachinayi kunakula ndi matani 2 miliyoni kuchokera kotala yapitayi, yomwe idzawonjezeka ndi matani 7 miliyoni chaka ndi chaka.Nthawi zambiri, kutulutsa kwachitsulo m'migodi inayi ikuluikulu mu gawo lachinayi kudzawonjezeka ndi matani oposa 3 miliyoni mwezi ndi mwezi ndi matani oposa 5 miliyoni chaka ndi chaka.Ngakhale kuti mitengo yotsika imakhala ndi zotsatirapo zina pa katundu wa migodi, migodi yambiri imakhalabe yopindulitsa ndipo ikuyembekezeka kukwaniritsa zolinga zawo za chaka chonse popanda kuchepetsa dala katundu wachitsulo.
Pankhani ya migodi yosakhala ya migodi, kuyambira theka lachiwiri la chaka, katundu wachitsulo ku China wochokera kumayiko omwe si otsika kwambiri atsika kwambiri chaka ndi chaka.Mtengo wachitsulo unatsika, ndipo kutulutsa kwachitsulo chokwera mtengo kunayamba kutsika.Choncho zikuyembekezeredwa kuti kutumizidwa kunja kwa mchere wosakhala wamba kudzapitirira kutsika chaka ndi chaka, koma zotsatira zake sizidzakhala zazikulu kwambiri.
Pankhani ya migodi yapakhomo, ngakhale kuti chilakolako chopanga migodi yapakhomo chikuchepanso, poganizira kuti zoletsa zopanga mu September zimakhala zamphamvu kwambiri, kutulutsa kwachitsulo pamwezi m'gawo lachinayi sikudzakhala kochepa kuposa mwezi wa September.Chifukwa chake, migodi yapakhomo ikuyembekezeka kukhalabe yotsika mu gawo lachinayi, ndikuchepetsa chaka ndi chaka ndi matani pafupifupi 5 miliyoni.
Kawirikawiri, panali kuwonjezeka kwa katundu wa migodi wamba mu gawo lachinayi.Nthawi yomweyo, poganizira kuti chitsulo chakunja cha nkhumba chikutsikanso mwezi ndi mwezi, gawo lachitsulo chotumizidwa ku China likuyembekezeka kuyambiranso.Choncho, chitsulo chotumizidwa ku China chidzawonjezeka chaka ndi chaka komanso mwezi ndi mwezi.Migodi yomwe siili wamba komanso migodi yapakhomo imatha kuchepa chaka ndi chaka.Komabe, chipinda cha kuchepa kwa mwezi ndi mwezi ndi chochepa.Chiwerengero chonse cha gawo lachinayi chikuwonjezekabe.
Zolemba zamadoko zimasungidwa pamalo otopa
Kudzikundikira kwachitsulo m'madoko mu theka lachiwiri la chaka ndi koonekeratu, zomwe zimasonyezanso kutayika komanso kufunikira kwa chitsulo.Kuyambira Okutobala, kuchuluka kwachulukira kwawonjezekanso.Pofika pa Okutobala 29, chitsulo chachitsulo chapadoko chakwera mpaka matani 145 miliyoni, mtengo wapamwamba kwambiri munthawi yomweyi zaka zinayi zapitazi.Malinga ndi kuwerengera kwa data yoperekera, kuwerengera kwa doko kumatha kufika matani 155 miliyoni kumapeto kwa chaka chino, ndipo kukakamizidwa komweko kudzakhala kokulirapo panthawiyo.
Thandizo la mbali ya mtengo limayamba kufooka
Kumayambiriro kwa Okutobala, msika wachitsulo wachitsulo udabwereranso pang'ono, mwina chifukwa cha kukwera kwamitengo yonyamula katundu wam'nyanja.Panthawiyo, katundu wa C3 wochokera ku Tubarao, Brazil kupita ku Qingdao, China nthawi ina anali pafupi ndi US $ 50 / tani, koma pakhala kuchepa kwakukulu posachedwapa.Zonyamula zidatsikira ku US $ 24/ton pa Novembara 3, ndipo zonyamula panyanja kuchokera ku Western Australia kupita ku China zinali US $ 12 yokha./Toni.Mtengo wa chitsulo m'migodi wamba ndi wochepera US$30/tani.Choncho, ngakhale mtengo wachitsulo wachitsulo watsika kwambiri, mgodiwo umakhala wopindulitsa, ndipo chithandizo cha mbali ya mtengo chidzakhala chofooka.
Pazonse, ngakhale kuti mtengo wachitsulo watsika pang'ono mchaka chonsecho, pali malo ocheperapo ngati amachokera kuzinthu zofunikira komanso zofunikira kapena kuchokera kumbali ya mtengo.Zikuyembekezeka kuti zofooka sizisintha chaka chino.Komabe, zikuyembekezeredwa kuti mtengo wa disk wa tsogolo lachitsulo ukhoza kukhala ndi chithandizo pafupi ndi 500 yuan / tani, chifukwa mtengo wamtengo wapatali wa ufa wapadera wofanana ndi mtengo wa disk wa 500 yuan / tani uli pafupi ndi 320 yuan / tani, pafupi ndi mlingo wotsika kwambiri m'zaka 4.Izi zidzakhalanso ndi chithandizo china pamtengo.Pa nthawi yomweyo, pansi pa maziko kuti phindu pa tani litayamba zitsulo akadali mkulu, pangakhale ndalama kufupikitsa chiŵerengero cha nkhono nkhono, amene mosalunjika amathandiza mtengo wachitsulo chitsulo.