PŪNGA HIKO | NGĀ METARA 24 Whiringa-ā-rangi 2021 | 20:42 UTC
Kaituhi Jacqueline Holman
Etita Valarie Jackson
Te Hiko Taonga, Ngā Mea Whakarewa
NGĀ MEA WHAKAMĀRAMA
Ka noho tonu te tautoko utu mō te toenga o te tau 2021
Ka hoki te mākete ki te nui o te 1,000 mita i te tau 2022
Te whakanui ake i te tuku taonga tae noa ki te tau 2024 hei pupuri i te toenga o te mākete
E matapaetia ana ka noho tonu ngā utu o te konganuku kobalt hei tautoko mō te toenga o te tau 2021 i te mea kei te mau tonu ngā pēhanga whakahaere, engari e matapaetia ana ka heke iho mā te 8.3% i te tau 2022 nā te tipu o te tuku me te whakamama i ngā aukati mekameka tuku, e ai ki te pūrongo a te S&P Global Market Intelligence November Commodity Briefing Service mō te lithium me te cobalt, i tukuna i te mutunga o Noema 23.
I kī te Kaitātari Matua o MI, Metals & Mining Research, a Alice Yu, i roto i te pūrongo, ko te tipu o te tuku i te Democratic Republic of Congo me te whakatikatika i ngā arai mekameka tuku e matapaetia ana mō te haurua tuatahi o te tau 2022 e tika ana kia whakamama i te iti o te tuku i pā ki a ia i te tau 2021.
I matapaetia ka eke te tapeke o te konupora ki te 196,000 mita ia mita i te tau 2022, he pikinga mai i te 136,000 mita ia mita i te tau 2020 me te 164,000 mita ia mita i te tau 2021.
I te taha tono, i whakatau tata a Yu ka piki haere tonu te tono mō te konupora i te mea ka whakaitihia e te pikinga ake o ngā hoko waka hiko mono-mai te pānga o te whakamahinga konupora i roto i ngā pākahiko.
E matapaetia ana e MI ka piki te hiahia katoa mō te konupora ki te 195,000 mita ia mita i te tau 2022, mai i te 132,000 mita ia mita i te tau 2020 me te 170,000 mita ia mita i te tau 2021.
Ahakoa te pikinga ake o te tuku, e matapaetia ana ka hoki te toenga o te mākete konukōre ki te toenga o te 1,000 mita ia mita i te tau 2022, whai muri i te nekehanga ki te nama tāpui o te 8,000 mita ia mita i te tau 2021 mai i te toenga o te 4,000 mita ia mita i te tau 2020.
"Mā te pikinga ake o te tuku tae noa ki te tau 2024 ka mau tonu te toenga o te mākete i roto i taua wā, ka pēhi i ngā utu," te kī a Yu i roto i te pūrongo.
E ai ki ngā aromatawai a S&P Global Platts, kua piki ake ngā utu o te konganuku konupora 99.8% i Ūropi mā te 88.7% mai i te tīmatanga o te tau 2021 ki te $30/lb IW Europe i te 24 o Noema, koinei te taumata teitei rawa atu mai i Hakihea 2018, nā te whakawhāiti i ngā arai whakahaere i whakararu i ngā rere o te hokohoko me te wātea o ngā rauemi.
"Kāore he tohu e whakaatu ana kei te ngāwari haere ngā mahi kawe waka, me te koretake o ngā mahi kawe waka o uta me te tauranga i Āwherika ki te Tonga nā te korenga o ngā kaipuke o te ao, ngā whakaroa o ngā kaipuke, me ngā utu teitei ake. Kei te whakaaro hoki a Transnet [te kamupene kawe waka a te kāwanatanga o Āwherika ki te Tonga] ki te whakapiki ake i te utu tauranga mā te 23.96% i te tau pūtea 2022-23, ā, ki te whakatinanahia, ka nui ake pea ngā utu kawe waka," te kī a Yu.
I mea ia ko te tono whānui mō te konupora i whai hua mai i te whakaoranga whānui i te tau 2021 i roto i te rāngai whakarewa me ngā PEV, me te kite i te rāngai rererangi i te pikinga o ngā tuku - Airbus me Boeing piki ake i te 51.5% i ia tau - i roto i ngā marama tuatahi e iwa o te tau 2021, ahakoa kei te heke tonu ēnei mā te 23.8% ki te whakataurite ki ngā taumata i mua i te mate urutā i te wā kotahi o te tau 2019.