Tan iyo qeybtii labaad ee sanadka, qiimaha kookaha saliidda gudaha ayaa kor u kacaya, qiimaha suuqa dibaddana wuxuu sidoo kale muujiyay isbeddel kor u kacay. Maadaama baahida sare ee kaarboonka batroolka ee warshadaha kaarboonka aluminiumka ee Shiinaha, mugga soo dejinta kookaha saliidda Shiinaha wuxuu ahaa 9 milyan ilaa 1 milyan oo tan bishii laga bilaabo Luulyo ilaa Agoosto. Laakiin iyadoo qiimaha dibadda uu sii kordhayo, xiisaha soo dejiyayaasha ee kheyraadka qiimaha sare leh ayaa hoos u dhacay…
Jaantuska 1aad Shaxda qiimaha ee isbuunyada kookaha sulfur-ka badan leh
Qaado qiimaha kookaha isbuunyada leh 6.5% sulfur, halkaas oo FOB uu kor u kacay $8.50, laga bilaabo $105 halkii tan bilowgii Luulyo ilaa $113.50 dhammaadka Agoosto. Si kastaba ha ahaatee, CFR wuxuu kacay $17 / tan, ama 10.9%, laga bilaabo $156 / tan horraantii Luulyo ilaa $173 / tan dhammaadka Agoosto. Waxaa la arki karaa tan iyo qeybtii labaad ee sanadka, qiimaha saliidda iyo kookaha shisheeye ma aha oo kaliya inay kor u kacayaan, laakiin sidoo kale xawaaraha qiimaha khidmadaha dhoofinta ma joogsan. Waa kan eegmo gaar ah oo ku saabsan kharashyada dhoofinta.
Jaantuska 2aad Jaantuska isbeddelka ee tusmada heerka xamuulka BSI ee Badda Baltic
Sida laga arki karo Jaantuska 2, laga bilaabo isbeddelka tusmada heerka xamuulka ee Baltic BSI, tan iyo qeybtii labaad ee sanadka, qiimaha xamuulka badda ayaa u muuqday mid gaaban oo sax ah, qiimaha xamuulka badda ayaa sii waday xawaaraha kor u kaca degdegga ah. Dhammaadkii Agoosto, tusmada heerka xamuulka ee Baltic BSI ayaa kor u kacday ilaa 24.6%, taasoo muujinaysa in kororka joogtada ah ee CFR ee qeybta labaad ee sanadka uu si dhow ula xiriiray kororka heerka xamuulka, dabcan, xoogga taageerada baahida waa in aan la dhayalsan.
Iyada oo ay jirto kororka xamuulka iyo baahida, kookaha saliidda ee la soo dejiyo ayaa sii kordhaya, xitaa iyadoo taageero xooggan laga helayo baahida gudaha, soo dejiyayaashu wali waxay u muuqdaan "cabsi dareen sare leh". Sida laga soo xigtay Longzhong Information, wadarta guud ee kookaha saliidda ee la soo dejiyo laga bilaabo Sebtembar ilaa Oktoobar ayaa si weyn hoos ugu dhici karta.
Jaantuska 3aad Jaantuska isbarbardhigga ee kookaha saliidda ee la soo dhoofiyay laga bilaabo 2020-2021
Qeybtii hore ee 2021, wadarta guud ee soo dejinta kookaha batroolka ee Shiinaha waxay ahayd 6.553,9 milyan oo tan, taasoo kor u kacday 1.526,6 milyan oo tan, ama 30.4% sannadkii marka la barbar dhigo sannadkii. Soo dejinta kookaha saliidda ee ugu badan qeybtii hore ee sannadka waxay ahayd bishii Juun, iyadoo 1.4708 milyan oo tan, taasoo kor u kacday 14% sannadkii marka la barbar dhigo sannadkii. Soo dejinta kookaha Shiinaha ayaa hoos u dhacday sannadkii ugu horreeyay sannadkii, taasoo hoos u dhacday 219,600 oo tan marka loo eego bishii Luulyo ee la soo dhaafay. Sida laga soo xigtay xogta rarista hadda jirta, soo dejinta kookaha saliidda ma dhaafi karto 1 milyan oo tan bishii Agoosto, taasoo ka hooseysa Agoosto sannadkii hore.
Sida laga arki karo Jaantuska 3aad, mugga soo dejinta kookaha saliidda laga soo dejiyo Sebtembar ilaa Nofeembar 2020 wuxuu ku jiraa hoos u dhaca sanadka oo dhan. Sida laga soo xigtay Longzhong Information, kaydka soo dejinta kookaha saliidda laga soo dejiyo 2021 ayaa sidoo kale soo muuqan kara Sebtembar ilaa Nofeembar. Taariikhdu had iyo jeer way la mid tahay, laakiin iyada oo aan si fudud loogu celin. Qaybtii labaad ee 2020, faafitaanka kookaha saliidda ayaa ka dhacay dibadda, wax soo saarka kookaha saliiddana wuu yaraaday, taasoo keentay qiimaha rogaal celinta kookaha soo dejinta iyo hoos u dhaca mugga soo dejinta. Sannadkii 2021, iyadoo ay saameyn ku yeesheen arrimo dhowr ah, qiimaha suuqa dibadda ayaa kor u kacay, khatarta ganacsiga kookaha saliidda laga soo dejiyo ayaa sii socotay inay kor u kacdo, taasoo saamaysay xiisaha soo dejiyayaasha ee dalbashada, ama horseeday hoos u dhaca soo dejinta kookaha saliidda qeybtii labaad ee sanadka.
Guud ahaan, wadarta guud ee saliidda kookaha ee la soo dejiyo ayaa si weyn hoos ugu dhici doonta ka dib Sebtembar marka la barbar dhigo qeybtii hore ee sanadka. Inkasta oo la filayo in la sii hagaajiyo sahayda saliidda kookaha ee gudaha, xaaladda sahayda kookaha ee gudaha oo cidhiidhi ah ayaa laga yaabaa inay sii socoto ugu yaraan ilaa dhammaadka Oktoobar.
Waqtiga boostada: Sebtembar-03-2021


