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'Maraka o tsamaisa Europe, 18-22 July: Mebaraka ea khase e na le tšepo ea hore Nord Stream e tla khutla, mocheso oa mocheso o sokela ts'ebetso ea setsi sa motlakase oa mocheso
Emilio Giacomazzi, motsamaisi oa thekiso ho Cogne Acciai Speciali naheng ea Italy, o re mmaraka oa Europe o sa tsitsang o lokela ho khutla selemong sena ho atamela maemo a pele ho COVID, ho tloha ho lithane tse limilione tse 1.05 tsa lihlahisoa tse telele ka 2021 ho isa ho lithane tse limilione tse 1.2.
E na le matla a tlhahiso ea tšepe e fetang lithane tse 200,000 / selemo karolong e ka leboea ea Italy, CAS ke e 'ngoe ea lihlahisoa tse ka sehloohong tsa Europe tsa tšepe e sa hloekang le lihlahisoa tse telele tsa nickel, tse fanang ka lits'ebeletso tsa ho qhibiliha, ho lahla, ho roala, ho qhekella le ho etsa mechine. Khamphani e rekisitse lithane tse 180,000 tsa lihlahisoa tse telele tse se nang tšepe ka 2021.
"Ka mor'a seoa sa COVID-19, re tlalehile keketseho ea tlhokahalo ea tšepe e sa hloekang [le hoja] 'maraka o ntse o eme ho tloha ka Mots'eanong ka lebaka la lethathamo le phahameng la lihlahisoa le mabaka a linako tsa selemo, empa tlhoko e akaretsang e ntle," Giacomazzi o bolelletse. S&P June 23 Global Commodities Insights.
"Litheko tsa thepa e tala li nyolohile, empa joalo ka bahlolisani ba rona ba bangata, re khonne ho fetola litšenyehelo ho lihlahisoa tsa rona tsa ho qetela," a eketsa, a hlokomela hore konteraka ea nako e telele ea k'hamphani e boetse e akaretsa litheko tse phahameng tsa matla le nickel.
Konteraka ea likhoeli tse tharo ea nickel London Metal Exchange e fihlile holimo ho $48,078/t ka la 7 Hlakubele ka mor'a tlhaselo ea Russia ho Ukraine, empa esale e khutlela ho $24,449/t ka la 22 Phuptjane, e theohile ka liperesente tse 15.7 ho tloha qalong ea 2022% le hoja e ntse e le holimo haholo. karolelano ea $19,406.38/t halofong ea bobeli ea 2021.
"Re na le libuka tse ntle haholo tsa ho odara ho pholletsa le kotara ea pele ea 2023 mme re bona tlhokahalo e ntse e tsoela pele ho tsamaisoa ke indasteri ea likoloi, leha e le ka melaoana e mecha ea enjene, empa hape le ho tsoa sebakeng sa sefofane, oli le khase, indasteri ea bongaka le ea lijo," Giacomazzi. ho boletse.
Qetellong ea May, boto ea CAS e ile ea lumela ho rekisa karolo ea 70 lekholong ea likarolo tsa k'hamphani ho sehlopha sa indasteri se thathamisitsoeng Taiwan Walsin Lihwa Corporation. matla a tlhahiso ea 700,000-800,000 t/y.
Giacomazzi o re tumellano e lebelletsoe ho koaloa selemong sena mme lik'hamphani tsena tse peli hajoale li phethela litokomane tse tla hlahisoa ho mmuso oa Italy.
Giacomazzi o boetse a re k'hamphani e rera ho tsetela li-euro tse limilione tse 110 ho holisa bokhoni ba tlhahiso ka bonyane lithane tse 50 000 ka selemo le ntlafatso ea tikoloho nakong ea 2022-2024, ka lihlahisoa tse ling tse ka romelloang limmarakeng tsa Asia.
"Tlhokahalo ea Chaena e theohile, empa re lebelletse hore tlhoko e tla eketseha ha li-Lockdown tsa COVID li nolofala, ka hona re lebelletse hore tlhahiso e ncha e tla ea Asia," ho boletse Giacomazzi.
"Re boetse re matla haholo 'marakeng oa Amerika, haholo-holo aerospace le CPI [liindasteri tsa lik'hemik'hale le ts'ebetso],' me re na le litabatabelo tsa ho atolosa khoebo ea rona Amerika Leboea," o boletse joalo.
Ke mahala ebile ho bonolo ho e etsa.Ka kopo sebelisa konopo e ka tlase 'me re tla u khutlisetsa mona ha u qetile.
Nako ea poso: Jul-19-2022