Rage fitar da kayayyaki a China ya sa farashin ƙarfe ya yi tashin gwauron zabi, farashin ma'adinan ƙarfe ya faɗi – Quartz

Waɗannan su ne manyan ra'ayoyin da ke jagorantar ɗakunan labaranmu—waɗanda ke bayyana batutuwa masu matuƙar muhimmanci ga tattalin arzikin duniya.
Imel ɗinmu suna shigowa cikin akwatin saƙonku kowace safiya, rana da kuma ƙarshen mako.
Farashin ƙarfe ya hauhawa a duk tsawon shekarar; makomar tan na coil mai zafi ya kai kusan $1,923, daga $615 a watan Satumban da ya gabata, a cewar wani ma'auni. A halin yanzu, farashin ma'adinan ƙarfe, mafi mahimmancin ɓangaren kasuwancin ƙarfe, ya faɗi da fiye da kashi 40% tun daga tsakiyar watan Yuli. Buƙatar ƙarfe tana ƙaruwa, amma buƙatar ma'adinan ƙarfe tana raguwa.
Abubuwa da dama sun taimaka wajen hauhawar farashin kayayyakin ƙarfe na gaba, ciki har da harajin da gwamnatin Trump ta sanya wa ƙarfen da aka shigo da shi daga ƙasashen waje da kuma buƙatar da aka samu a masana'antu bayan annobar. Amma China, wacce ke samar da kashi 57% na ƙarfe a duniya, ita ma tana shirin rage yawan kayayyakin da ake fitarwa a wannan shekarar, tare da tasirin hakan ga kasuwannin ƙarfe da ma'adinan ƙarfe.
Domin dakile gurɓataccen iska, China na rage yawan masana'antar ƙarfe, wadda ke samar da kashi 10 zuwa 20 cikin ɗari na hayakin carbon da ƙasar ke fitarwa. (Masu narkar da aluminum na ƙasar suna fuskantar irin wannan takunkumi.) China ta kuma ƙara harajin fitar da kayayyaki da ya shafi ƙarfe; misali, daga ranar 1 ga Agusta, harajin ferrochromium, wani ɓangare na bakin ƙarfe, ya ninka daga kashi 20% zuwa 40%.
"Muna sa ran raguwar samar da danyen karfe a kasar Sin na dogon lokaci," in ji Steve Xi, babban mai ba da shawara a kamfanin bincike na Wood Mackenzie. "A matsayinmu na masana'antar da ke gurbata muhalli sosai, masana'antar karfe za ta ci gaba da kasancewa abin da kokarin kare muhalli na kasar Sin zai mayar da hankali a kai a cikin shekaru masu zuwa."
Xi ya nuna cewa raguwar samar da kayayyaki ya haifar da raguwar amfani da ma'adinan ƙarfe. Wasu masana'antun ƙarfe ma sun zubar da wasu daga cikin tarin ma'adinan ƙarfe, wanda hakan ya tayar da hankali a kasuwa, in ji shi. "Firgicin ya bazu ga 'yan kasuwa, wanda ya haifar da koma bayan da muka gani."
Kamfanonin hakar ma'adinai suna daidaita kansu zuwa ga sabbin manufofin samar da kayayyaki na China. "Kamar yadda babbar hukumar masana'antu ta China ta tabbatar a farkon watan Agusta, karuwar yiwuwar cewa China za ta rage yawan samar da karfe a cikin rabin shekarar da muke ciki na gwada karfin kasuwar gaba," in ji mataimakin shugaban BHP Billiton. Kamfanin hakar ma'adinai, ya rubuta a cikin wani rahoto na karshen watan Agusta kan hasashensa na shekarar 2021.
Matsi da China ke yi kan kayayyakin ƙarfe a duniya ya nuna cewa ƙarancin kayayyaki da yawa zai ci gaba har sai an daidaita wadata da buƙata bayan annoba. Misali, kamfanonin motoci sun riga sun fara fama da matsalar ƙarancin kayan haɗin guntu na semiconductor; ƙarfe yanzu ma wani ɓangare ne na "sabon rikicin" a cikin kayan masarufi, in ji wani babban jami'in Ford ga CNBC.
A shekarar 2019, Amurka ta samar da tan miliyan 87.8 na ƙarfe, ƙasa da kashi ɗaya cikin goma na tan miliyan 995.4 na China, a cewar ƙungiyar ƙarfe ta duniya. Don haka yayin da masu yin ƙarfe na Amurka ke samar da ƙarfe fiye da yadda suke samarwa tun bayan rikicin kuɗi na 2008, zai ɗauki ɗan lokaci kafin su cike gibin da raguwar samar da kayayyaki ta China ta haifar.


Lokacin Saƙo: Yuni-09-2022