Imarike yentsimbi igxile ikakhulu kuphuhliso lwase China, oko akumangalisi, kuba oyena mthengi mkhulu wehlabathi uthatha malunga ne-70% yempahla ethunyelwa elwandle.
Kodwa enye i-30% ibaluleke ngokwenene-emva kobhubhani we-coronavirus, kukho iimpawu zokuba imfuno ibuyile.
Ngokulandela umkhondo wenqanawa kunye nedatha yezibuko ehlanganiswe yiRefinitiv, ukukhutshwa okupheleleyo kwentsimbi yolwandle evela kumazibuko ngoJanuwari yayiziitoni ezizigidi ezili-134.
Oku kunyuka ukusuka kwi-122.82 yezigidi zeetoni ngoDisemba kunye ne-125.18 yezigidi zeetoni ngoNovemba, kwaye kumalunga ne-6.5% ephezulu kunemveliso ngoJanuwari ka-2020.
La manani ngokwenene abonisa ukuchacha kwemarike yeenqanawa zehlabathi.Ukuwa kuxhase umbono wokuba abathengi abakhulu abangaphandle kweTshayina, oko kukuthi iJapan, uMzantsi Korea kunye neNtshona Yurophu, sele beqalisile ukwandisa amandla abo.
NgoJanuwari, i-China ingenise i-98.79 yezigidi zeetoni zemathiriyeli ekrwada yokwenza intsimbi elwandle, nto leyo ethetha i-35.21 yezigidi zeetoni kwihlabathi liphela.
Kwangaloo nyanga inye ka-2020, ukuthengwa kwempahla kumazwe angaphandle kwelizwe ngaphandle kweTshayina kwafikelela kwi-34.07 yezigidi zeetoni, ukunyuka konyaka-ngonyaka nge-3.3%.
Oku akubonakali ngathi lulonyuko lubalulekileyo, kodwa ngokomonakalo kuqoqosho lwehlabathi ngexesha lokuvalwa kwendawo ukuze kuqulathe ukusasazeka kwe-coronavirus kaninzi luka-2020, iyinto eyomeleleyo.
Ukuthengiswa kwentsimbi yaseJapan ngoJanuwari ibizizigidi ezisisi-7.68 zeetoni, ingaphezulu kancinane kune-7.64 yezigidi zeetoni ngoDisemba kunye ne-7.42 yezigidi zeetoni ngoNovemba, kodwa ukwehla okuncinci ukusuka kwi-7.78 yezigidi zeetoni ngoJanuwari ka-2020.
UMzantsi Korea ungenise i-5.98 yezigidi zeetoni ngoJanuwari kulo nyaka, ukonyuka kwenqanaba eliphakathi ukusuka kwi-5.97 yezigidi zeetoni ngoDisemba, kodwa ngaphantsi kwe-6.94 yezigidi zeetoni ngoNovemba kunye ne-6.27 yezigidi zeetoni ngoJanuwari ka-2020.
NgoJanuwari, amazwe aseNtshona Yurophu angenisa i-7.29 yezigidi zeetoni.Oku kunyuka ukusuka kwi-6.64 yezigidi ngoDisemba kunye ne-6.94 yezigidi ngoNovemba, kwaye ngaphantsi nje kwe-7.78 yezigidi ngoJanuwari ka-2020.
Kuyafaneleka ukuba uqaphele ukuba ukungeniswa kweNtshona Yurophu kuye kwaphindaphinda nge-53.2% ukusuka kwi-2020 ephantsi kwe-4.76 yezigidi zeetoni ngoJuni.
Ngokufanayo, ukuthunyelwa kweJapan ngoJanuwari kunyuke nge-51.2% ukusuka kwinyanga ephantsi kakhulu kulo nyaka uphelileyo (i-5.08 yezigidi zeetoni ngoMeyi), kunye nokungeniswa kwe-South Korea kwenyuka nge-19.6% ukusuka kwinyanga embi kakhulu ka-2020 (i-5 yezigidi zeetoni ngoFebruwari).
Ngokubanzi, idatha ibonisa ukuba nangona i-China isengumrhwebi omkhulu we-iron ore, kwaye ukuguquguquka kwemfuno yaseTshayina kunempembelelo enkulu ekuthengisweni kwentsimbi, indima yabarhwebi abancinci inokuthi ijongelwe phantsi.
Oku kuyinyani ngakumbi ukuba ukukhula kwemfuno yaseTshayina (kwisiqingatha sesibini sika-2020 njengoko iBeijing inyusa inkcitho yovuselelo) iqala ukuncipha njengoko amanyathelo okuqinisa imali eqala ukuqina ngo-2021.
Ukubuyiselwa kweJapan, uMzantsi Korea kunye nabanye abarhwebi abancinci baseAsia kuya kunceda ukuphelisa nakuphi na ukucotha kwemfuno yaseTshayina.
Njengemarike yentsimbi, iNtshona Yurophu yahlulwe ngandlel’ ithile kwiAsia.Kodwa omnye wababoneleli abakhulu baseBrazil yiBrazil, kwaye ukunyuka kwemfuno kuya kunciphisa inani lentsimbi ephuma kumazwe aseMzantsi Melika ukuya eChina.
Ukongezelela, ukuba imfuno eNtshona Yurophu ibuthathaka, kuya kuthetha ukuba abanye ababoneleli bayo, njengeCanada, baya kukhuthazwa ukuba bathumele i-Asia, ngaloo ndlela baqinise ukhuphiswano kunye nentsimbi yentsimbi.IOstreliya, iBrazil kunye noMzantsi Afrika zezona zikhulu ehlabathini.Abathumeli ngenqanawa.
Ixabiso lentsimbi yentsimbi lisaqhutywa ubukhulu becala yi-dynamics yemarike yaseTshayina.I-arhente yengxelo yexabiso lemveliso ye-Argus's assessment benchmark 62% yexabiso le-ore spot ibikwimbali ephezulu kuba imfuno yase China ibinwebeka.
Ixabiso lendawo livaliwe kwi-159.60 yeedola zase-US ngeetoni ngoMvulo, ngaphezu kwe-149.85 yeedola zase-US kude kube ngoku ngoFebruwari 2 kulo nyaka, kodwa ngaphantsi kwe-175.40 yeedola zase-US ngoDisemba 21, eyona xabiso eliphezulu kwiminyaka elishumi edlulileyo.
Njengoko kukho iimpawu zokuba iBeijing inokunciphisa ukusetyenziswa kwe-stimulus kulo nyaka, amaxabiso e-iron ore aphantsi koxinzelelo kwiiveki zakutshanje, kwaye amagosa athi ukuveliswa kwensimbi kufuneka kuncitshiswe ukunciphisa ukungcola kunye nokusetyenziswa kwamandla.
Kungenzeka ukuba imfuno enamandla kwezinye iindawo zase-Asiya iya kubonelela ngenkxaso kumaxabiso.(Ihlelwa nguKenneth Maxwell)
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Ixesha lokuposa: Feb-24-2021