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ʻO ka wānana kumu kūʻai kila 2022: Ke koi ikaika ʻana o ka mākeke ʻo Outlook

Ma ka lā 22 o Iune, 2022, ua hoʻohaʻahaʻa ʻia nā mea hao kila ma lalo o ka hōʻailona CNY 4,500-per-tonne, kahi pae ʻaʻole i ʻike ʻia mai Dekemaba i hala a i kēia manawa ma kahi o 15% mai ko lākou kiʻekiʻe mua o Mei ma waena o ka nawaliwali mau o ka noi i hui pū ʻia me ka piʻi ʻana o nā mea waiwai.Ke hopohopo nei ʻo Lingering no ka lohi ʻana o ka hoʻokele waiwai o ka honua i hoʻomaka ʻia e ka hoʻopaʻapaʻa ikaika ʻana mai nā waihona kikowaena nui a me ka hoʻomau mau ʻana o ka maʻi coronavirus ma Kina ua hoʻopau i ka noi hana.Hoʻohui i ka manaʻo bearish, ua kūkulu hou nā hale hana i nā waihona ma hope o nā haunaele e pili ana i ke kaua ma Ukraine.Ma ka ʻaoʻao ʻaoʻao, ʻo ia mau mea waiwai nui e koi i nā mea pāʻani kila nui e kāohi i ka hana ʻana, ʻo ia hoʻi, e kākoʻo i nā kumukūʻai i ka manawa waena.

ʻO ka wānana kumukūʻai kila 2022-1
ʻO ka wānana kumukūʻai kila 2022-3

Ke koi kila Kina, hiki ke piʻi hou nā kumukūʻai i ka pau ʻana o ka laka Covid

ʻO ke kumu kūʻai o nā mea maka (ka hao a me ka lanahu) e manaʻo ʻia e mau kiʻekiʻe ma 2022 ma muli o nā ʻāʻī geopolitical a me nā hana i kauoha ʻia e ka mokuʻāina e hōʻemi i nā hoʻokuʻu kalapona.Ua manaʻo pū ʻo Fitch Ratings e noho kiʻekiʻe nā kumukūʻai kila i kēia makahiki.

Kuhi ʻo WSA i ke koi kila ma Kina e noho palahalaha i 2022 a hiki ke hoʻonui ʻia i 2023 ʻoiai ke hoʻāʻo nei ke aupuni Kina e hoʻoikaika i ka hoʻokele waiwai a hoʻopaʻa i ka mākeke waiwai.

E ulu ka koi kila honua ma 2022 a me 2023

ʻOiai ke kānalua ʻole i hoʻokumu ʻia e ke kaua ma Ukraine a me ka laka ma Kina, wānana ʻo WSA i ke koi kila honua e piʻi i 2022 a me 2023.

I ka makahiki 2023, ua wānana ʻia ke koi kila e ulu 2.2% i 1.88 biliona tonnes.Eia nō naʻe, ua ʻōlelo ʻo WSA e pili ana nā kuhi i ka kānalua kiʻekiʻe.

Ua manaʻo pū ʻo WSA e hoʻopau ke kaua ma Ukraine i 2022 akā ʻo ka hoʻopaʻi ʻana ma Rūsia e mau loa.ʻO nā hoʻopaʻi i kau ʻia ma luna o Rūsia ua hōʻemi i ka loaʻa ʻana o ke kila ma ʻEulopa.Wahi a ka ʻikepili WSA, ua hana ʻo Rūsia i 75.6 miliona tonnes o ke kila kila ma 2021, ʻo ia ka 3.9% o ka lako honua.

wānana kumukūʻai kila

Ma mua o ka pilikia o Rūsia-Ukraine, ua manaʻo ka mea loiloi kālā ʻo Fitch Ratings e hāʻule ke kumukūʻai kila HRC i $ 750 no ka tonne ma 2022 a me $ 535 / tonne ma luna o 2023 a 2025 i kāna wānana i paʻi ʻia ma ka hopena o ka makahiki i hala.

Ma muli o ke kiʻekiʻe o ka kānalua a me ka volatility i ka mākeke, nui nā mea loiloi i hōʻole i ka hāʻawi ʻana i nā kumukūʻai kumukūʻai lōʻihi i 2030.


Ka manawa hoʻouna: Iune-28-2022