Imboni ngokuvamile ikholelwa ukuthi isimo ngo-2022 sizoba sivilapha nakakhulu kunango-2015. Izibalo zibonisa ukuthi kusukela ngoNovemba 1, inzuzo yezinkampani zensimbi yasekhaya yayilinganiselwa ku-28%, okusho ukuthi ngaphezu kuka-70% wezinsimbi zensimbi zisesimweni sokulahlekelwa.
Kusukela ngoJanuwari kuya kuSepthemba 2015, imali yokuthengisa yamabhizinisi ensimbi amakhulu naphakathi ezweni lonke ibingama-yuan ayizigidi eziyizinkulungwane ezingama-2.24, ukwehla konyaka ngonyaka ngama-20%, kanti ukulahleka okuphelele kube ngama-yuan ayizigidi eziyizinkulungwane ezingama-28.122, ibhizinisi elikhulu kuwo lalahlekelwa ama-yuan ayizigidi eziyizinkulungwane ezingama-55.271. Uma sibheka ezintweni zocwaningo, umthamo wezwe wanyanga zonke wokukhiqiza amathani acishe abe ngu-800,000 asesimweni sokuqothuka. Ukubuyela emuva ku-2022, imakethe yensimbi yalo nyaka ibonakala iphinde yabhekana nenkinga efanayo. Ngemva kweminyaka emithathu yemakethe yezinkunzi, amanani entengo yezinto ezibonakalayo zensimbi, njenge-iron ore ne-coke, aseqalile ukwehla emazingeni aphezulu, futhi kunezimpawu zokungena emakethe yebhere. Abanye abangani bazobuza, ingabe intengo yensimbi izowela endaweni ephansi kakhulu ngo-2015 emakethe enkulu yamabhere emakethe yensimbi eqala ngo-2022? Kungaphendulwa lapha ukuthi uma kungekho ukuphazanyiswa kwezinye izici ezinkulu, intengo ephansi kakhulu yensimbi engaphansi kuka-2,000 yuan/ton kunzima ukuyikhiqiza.
Okokuqala, akungabazeki ukuthi ukwehla kwezintengo zensimbi sekusunguliwe. Njengamanje, amanani entengo yensimbi ne-coke, izinto zokusetshenziswa eziyinhloko zensimbi, asesendleleni eya phansi. Ikakhulukazi, inani lentengo ye-coke lisengaphezulu kuka-50% ngaphezu kwenani elijwayelekile phakathi neminyaka edlule, futhi kunendawo enkulu yokwehla esikhathini esizayo. Okwesibili, ngemva kweminyaka yokuguqulwa kwe-supply-side, cishe zonke izigayo zensimbi ezincane zihoxile emakethe, ukugxilwa kwemboni yensimbi yasekhaya kuye kwaba ngcono kakhulu, futhi ukwenzeka kwezigayo zensimbi ezincane ngeke zisabonakala zihlelekile emakethe yensimbi.
Izolo ebusuku, i-Federal Reserve inyuse amanani enzalo ngamaphuzu angama-75 futhi, futhi ingozi yokuwohloka komnotho womhlaba ikhule kakhulu. Nakuba izintengo zempahla zithintwa isimo sase-Europe, kusenendawo yokwehla kwamanani ezimpahla njengoba kuncipha isidingo semikhiqizo yezimboni. Ezinsukwini eziyishumi zokuqala zikaNovemba, ngaphansi kwesimo sokuthi izinto eziyisisekelo ezinkulu aziqiniseki kakhulu, amathuba okuqhubeka nokwehla okubuthakathaka aphezulu kakhulu ngemva kokuba intengo yensimbi nensimbi yezinto zokusetshenziswa iphinde yavela ku-oversold.
Isikhathi sokuthumela: Nov-04-2022
