Iko kukurumidza kukwira mumitengo yeiyo nickel inotsanangurwa naHIP, yakabatana nemotokari yemagetsi, dzivirira vatengesi uye vanoongorora. Mumakore anouya, masosi matsva ekupa achaonekwa, nekukura kwazvino, mumaonero avo, anogona kunge ari pfupi.
Mutengo weNickel pane London Stock Kutsinhana kwesimbi yakura kubva kuFarn Lims ne 70% kusvika ku $ 18,410 / t vhiki rapfuura (ikozvino yadarika madhora zviuru gumi nezvisere). Mapfumende akaitwa akabata pakukura kwesimbi inodiwa semhedzisiro yekuwedzera kwemotokari dzemagetsi, umo mabhatiri ane yakakwira zvinhu zviri kuwanda zvinoshandiswa. Kufanotaura kwekukura kwakasimba mukutengesa kwemotokari dzemagetsi nekuda kwemapurogiramu ehurumende ehupfumi kwakatungamira kumitengo yakakwira uye mamwe masimbi anoshandiswa mukugadzira, kusanganisira mhangura uye lithium.
"Rally [mumusika weNickel] haina kubatana nezviratidzo zvakakosha," anodaro Andrew mitchell, Wood Machkezie Muongorori. - Ndezve zvese nezve mota yemagetsi. Kana iwe uchitarisa kune huwandu hwekugovera uye mazano, gore rapfuura pakanga paine zvakakura zvekuwedzera. Uye isu tinotarisira kuti zvichengetedze gore rino, uye mune zvinotevera. "
Kudiwa kwepasi rose nekuda kweNickel kubva kuBattery Vagadziri chete chete 8%, uye zvinopfuura zvikamu zviviri kubva kumatenda pane simbi isina tsvina. Asi, maererano nekuongororwa kwekambani yekukurukurirana kweCru yekukurukurirana, kudiwa kweiyo Nickel muBattery Vagadziri vanogona kusvika 32% na 2040. Kufungidzira kwakadaro kwakamutsa zvakare kusimuka kwemitengo.
"Moods zvachinja zvakanyanya. Chikamu chakakosha chekusimudzira matanho anobatanidzwa nesimba rakasvibira, kubva pano neiyi hipforud, iyo NCIM Portfolio inodzora portfolio, iyo inoenderana nekudyara mari. Nekudaro, mumakore achangopfuura, marongero akakosha akaitwa mukuwedzera kwechinopihwa, saka, kureva tarisiro yemusika inofanirwa kungwarira, inonyevera Crafurd. Izvo zvinofarira kuisa mari mumhangura, nekuti nzvimbo yayo yekushandisa inonyanya kujaira: inodiwa kune yemagetsi emagetsi mumhando dzakasiyana dzemidziyo ine simba Uye zvakare, iyo misasa yemhangura inotyisidzira kushomeka kwechikumbiro.
Kana ari Nickel, simbi yakawandisa inotarisirwa kuenderera mberi nekutenda kumapurojekiti matsva kuIndonesia, Africa, Canada neUnited States. Iko kukuru kurudziro yechikumbiro, ichave mapurojekiti anotsigirwa neChina muIndonesia, uko kwakarongwa kuti ubvise iyo nickel kubva kuOres neAcid pasi pekudzvinyirira yakakwira kugutsa indasitiri inokura kubva kune iyo yemagetsi indasitiri yemagetsi. Kugadzirwa mukati meimwe yemapurojekiti akadai kwakachengetedzwa neChinese Ningbo Lygend inofanira kutanga gore rino. Kutanga kweimwe, pasi pekutungamirirwa kweChinese mugadziri veGEM mabhatiri, yakarongerwa makumi maviri nemakumi maviri nemakumi maviri, asi zvakawanda zvinoenderana nemamiriro acho neCoronavirus dengic.
Sekureva kuongorora neChinese GF Kuchengetedza, izvi zvitsva zvichaderedza kugadzirwa nerubatsiro rwekushanduka-tsika zvakadzvanywa, izvo zvichatungamira mukushandurwa kwekugadzirwa kwemabhatiri uchishandisa Nickel. " Simba rekusimba kwemabhatiri ane zvemukati zvakakwirira zvesimbi iyi yakakwira, iyo inowedzera huwandu hwemotokari dzemagetsi.
Talon setals, iyo, pamwe chete neRio Tinto, inovandudza iyo Nickel munda muMinnesota, inovanzika kumisika yemagetsi; Kutanga kwekugadzira yakarongerwa makumi maviri nemakumi maviri neshanu. Uye svondo rapfuura, kambani diki yeBritish Kabanga yakabvuma neHurumende yeTanzania yekuvandudzwa kweimba yeKabhanga munyika.
Nekudaro, matambudziko anogona kumuka nekugadzirwa kweNickel. Gore rapfuura, pachitsuwa cheNew Caledonia (Ndima yeFrance iri kumaodzanyemba kwePacific) Varwi veBrazil Mining Company Vale Muna Gumiguru, muReferendum, vagari veNew Caledonia vakaramba kuzivisa rusununguko kubva kuFrance kubva kuFrance kubva kuFrance, asi mafungiro evagari vemunharaunda kuenda kumakambani ekunze emigodhi anodzikira. Izvi zvinogona kutungamira pakuvharwa kweiyo goro mine uye nhamba yevamwe pachitsuwa. "Kana ichiramba ichiripo, haizove yei. Chitsuwa ichi ingori chipfuyo chepfu, chinodaro mumwe wevatengesi veNickel.
Mukufunga kwenguva refu, huwandu hwekukura kwekuda kubva kumabhatiri emota yemagetsi zvinoramba zviri nyaya hombe. Kana vakakwira, kushayikwa kwenzvimbo kungave "kwakanyatsokoshesa kukanganisa mitengo miviri yemakore maviri kana matatu," anodaro Rachel Zhang, Morgan Stanleyst.
Craford zvakare anofunga kuti kuwedzera kwakakosha mukuda ndeye "chinhu chakanyanya kurehwa nemaonero emusika zvinosanganisira." Zvinoenderana nefungidziro yake, yakawandisa yekupa ichaenderera mberi kusvikira muna 2024, uye kunyange kusvika 2025
Yakashandurwa Mikhail Overchenko