Ukukhuphuka okusheshayo ngamanani entengo ye-nickel kuchazwa yi-HAIP, okuhambisana nezimoto zikagesi, ukuvimbela abathengisi nabahlaziyi. Eminyakeni ezayo, kuzovela imithombo emisha yokuhlinzekwa, ngakho-ke ukukhula kwakamuva, ngombono wabo, kungahlala isikhashana.
Intengo ye-nickel eLondon stock Exchange of Metals ikhule kusuka ku-70% kuya ku- $ 18,410 / t kancane ngesonto eledlule (manje idlule kancane ku- $ 18,000). Ama-spealats enze ukubheja ekukhuleni kwesidingo sensimbi ngenxa yokwanda kwezimoto zikagesi, lapho amabhethri anokuqukethwe okuphezulu kwe-nickel aya ngokuya esetshenziswa. Ukubikezela kokukhula okuqinile kokuthengiswa kwezimoto zikagesi ngenxa yezinhlelo eziningi zoMbuso ukuze kuqinisekiswe ukululama okuluhlaza komnotho okuholele kumanani aphezulu nezinye izinsimbi ezisetshenziselwa ukukhiqiza, kufaka phakathi i-Copper ne-lithium.
"I-Rally [emakethe ye-nickel] ayixhumekile nezinkomba eziyisisekelo," kusho u-Andrew Mitchell, umhlaziyi we-Mackenzie wokhuni. - Konke kumayelana nemoto kagesi. Uma ubheka isilinganiso sokuhlinzekwa kanye neziphakamiso, ngonyaka owedlule bekukhona okuningana okusele. Futhi silindele ukuthi silondoloze kulo nyaka, nakulokhu okulandelayo. "
Isidingo se-Global se-nickel ehlanziwe kusuka kubakhiqizi bebhethri bangama-8% kuphela, futhi bangaphezulu kwezintathu zensimbi engagqwali. Kepha, ngokokuhlola kwenkampani yokubonisana ye-CRU, isidingo se-nickel kubakhiqizi bebhethri singafinyelela ama-32% ngo-2040. Izibikezelo ezinjalo nazo zivuse amanani entengo.
"Imizwa ishintshe okuningi. Ingxenye ebalulekile yezinyathelo ezivuselelayo ihlotshaniswa namandla aluhlaza, ukusuka lapha nalaphaya konke lokhu haip, "kusho uRob Crafud, i-NCIM Portfolio elawula iphothifoliyo, esebenza ngokutshalwa kwezimali okuthengiswayo. Kodwa-ke, eminyakeni yamuva nje, kwenziwa imali ebalulekile ekwandeni kokunikezwayo, ngakho-ke, bheka amathemba emakethe kufanele uqaphele, uxwayise crafourd. Incamela ukutshala imali ngethusi, ngoba indawo yayo yesicelo ibanzi kakhulu: Iyadingeka ekutheni i-wiring kagesi ezinhlotsheni ezahlukahlukene zemishini ehlobene namandla ahlanzekile (hhayi kuphela ezimotweni zikagesi, kodwa futhi, ngokwesibonelo, kuma-turbines omoya). Ngaphezu kwalokho, imakethe yethusi isongela ukushoda kwesiphakamiso.
Ngokuqondene ne-nickel, insimbi eyeqile kulindeleke ukuthi iqhubeke ngenxa yamaphrojekthi amasha e-Indonesia, e-Afrika, eCanada naseMelika. Umthombo omkhulu wesicelo esikhulu, ngokusobala, kuzoba amaphrojekthi asekelwa yiChina e-Indonesia, lapho kuhlelwa khona ukususa i-nickel ne-cobalt kusuka ku-ores ngengcindezelo ephezulu yokwanelisa imboni ekhulayo embonini ye-elektromotive. Ukukhiqizwa ngaphakathi kwenye yaleyo misebenzi ephethwe yiShayina Ningbo Lygendend kufanele iqale kulo nyaka. Ukuqala kolunye, ngaphansi kokuholwa ngumenzi waseChina wezinto zokwakha amabhethri we-GEM, kuhlelwe ngo-2022, kepha kuningi kuzoncika esimweni sobhubhane lweCoronavirus.
Ngokusho kwabahlaziyi ngokuphepha kwama-China GF, la maphrojekthi amasha 'azonciphisa izindleko zokukhiqizwa ngosizo lwe-acid eleaking ngaphansi kwengcindezi ephezulu, okuzoholela ekuguqukeni kokukhiqizwa kwamabhethri usebenzisa i-nickel. " Ukuqina kwamandla kwamabhethri ngokuqukethwe okuphezulu kwale nsimbi kuphakeme, okukhulisa uhla lwezimoto zikagesi.
Izinsimbi zeTalon, ezithi, kanye neRio Tinto, zithuthukisa insizwa yasemini eMinnesota, ihloselwe emakethe yemoto kagesi; Ukuqala kokukhiqizwa kuhlelwe ngo-2025. Futhi ngesonto eledlule, inkampani encane yaseBrithani uKabanga Nickel wavumelana noHulumeni waseTanzania ekuthuthukiseni insimu kaKabanga ezweni.
Kodwa-ke, kungavela izinkinga ngokukhiqizwa kwe-nickel. Ngonyaka odlule, esiqhingini saseNew Caledonia (indawo yaseFrance eSouthern Pacific) ababhikishi baseningizimu yePacific) bahlasela imayini yenkampani yezimayini yaseBrazil uVale, ngemuva kokuvuma ukuthengisa i-Asset Consortium ngokubamba iqhaza kweSwitzerland Reast Firemer Trader Trafigura. Ngo-Okthoba, kwireferendu, izakhamizi zaseNew Caledonia zenqabile ukumemezela ukuzimela eFrance, kodwa isimo sendawo yezakhamizi zakwamanye amazwe eziya ezimayini zakwamanye amazwe ziyawohloka. Lokhu kungaholela ekuvalweni kwemayini ye-goro kanye nabanye abaningi kulesi siqhingi. "Uma kuqhubeka, ngeke kube yilokho. Lesi siqhingi simane nje umgqomo we-powder, "kusho omunye wabathengisi be-nickel.
Ngombono wesikhathi eside, izinga lokukhula kwesidingo esivela kumabhethri ezimoto zikagesi ahlala kuyinkinga enkulu. Uma ziphezulu, ukuntuleka kokuhlinzekwa kungahle kube "kubaluleke kakhulu ukuthonya amanani entengo kaNickel iminyaka emibili noma emithathu," kusho uRachel Zhang, umhlaziyi we-MORGAN STANLEY.
UCraForud ucabanga nokuthi ukwanda okukhulu okufunwayo 'kuyinto ebonakalayo ekubonakaleni okukude kakhulu ukwedlula imakethe. " Ngokwesimo sakhe sezulu, ukugcwala okwedlulele kuzoqhubeka okungenani kuze kube ngu-2024, kwathi kuze kube ngu-2025
Kuhunyushwe uMikhail Overchenko