Farashin nickel ya karu zuwa sama da shekaru 11 a watan da ya gabata yayin da kayayyakin ajiyar kayayyaki na LME suka fadi. Farashin ya koma baya a ƙarshen watan Janairu bayan ɗan kasuwa, amma ya sami nasarar komawa baya. Suna iya tashi zuwa sabbin matakai yayin da farashin ya hauhawa zuwa mafi girman da aka samu kwanan nan. A madadin haka, za su iya ƙin waɗannan matakan su koma cikin yanayin ciniki na yanzu.
A watan da ya gabata, MetalMiner ta ruwaito cewa A&T Stainless, wani kamfani na haɗin gwiwa tsakanin Allegheny Technologies (ATI) da Tsingshan na China, sun nemi a cire wani yanki mai "tsabta" mai zafi na Indonesia da aka shigo da shi daga masana'antar haɗin gwiwar Tsingshan. Bayan shigar da buƙatar, masu samar da kayayyaki na Amurka sun mayar da martani.
Masu kera kayayyaki na Amurka sun yi adawa, suna kin "tsabtace" bututun zafi (ba tare da sauran abubuwa ba) kamar yadda ya kamata. Masu kera kayayyaki na cikin gida sun yi watsi da hujjar cewa ana buƙatar wannan kayan "tsabta" don layin DRAP. Ba a taɓa samun irin wannan buƙata a baya a samar da bututun Amurka ba. Outokumpu da Cleveland Cliffs suma sun yi imanin cewa Indonesia mai zafi tana da mafi girman sawun carbon fiye da kayan Amurka. Maƙeran Indonesia suna amfani da ƙarfen nickel maimakon tarkacen ƙarfe. Za a iya yanke shawara ta keɓewa kafin ƙarshen kwata na farko bayan sake duba martanin A&T Stainless.
A halin yanzu, North American Stainless (NAS), Outokumpu (OTK) da Cleveland Cliffs (Cliffs) suna ci gaba da ƙayyade ƙarfe da samfuran da aka karɓa a cikin rarrabawa. Misali, 201, 301, 430 da 409 har yanzu suna da iyaka a masana'anta a matsayin kashi na jimlar rarrabawa. Ƙananan kaya, na musamman da faɗi marasa daidaituwa suma suna da iyakoki a cikin tsarin rarrabawa. Bugu da ƙari, ana yin rarrabawa kowane wata, don haka cibiyoyin sabis da masu amfani na ƙarshe dole ne su cika rabon su na shekara-shekara a cikin "bokiti" na kowane wata daidai. NAS ta fara karɓar oda don isar da Afrilu.
Farashin nickel ya karu zuwa sama da shekaru 11 a watan Janairu. Hannun jarin rumbun adana kayayyaki na LME ya fadi zuwa tan 94,830 na metric a ranar 21 ga Janairu, inda farashin nickel na watanni uku ya kai dala $23,720/t. Farashin ya sami nasarar dawowa a kwanakin ƙarshe na watan, amma daga baya ya ci gaba da samun riba yayin da farashin ke bin babban matsayi a ƙarshen Janairu. Duk da koma bayan da aka samu, kayan ajiyar kayayyaki na LME sun ci gaba da raguwa. Kayayyakin yanzu sun kasance ƙasa da tan 90,000 na metric a farkon Fabrairu, matakin mafi ƙanƙanta tun 2019.
Kayayyakin ajiyar kaya sun faɗi saboda tsananin buƙatar nickel daga bakin ƙarfe da kuma masana'antar kera motoci masu amfani da wutar lantarki (EV). Kamar yadda Stuart Burns na MetalMiner ya nuna, yayin da masana'antar bakin ƙarfe za ta yi sanyi a duk shekara, amfani da nickel a cikin batura waɗanda ke ba da wutar lantarki ga motocin lantarki yana iya ƙaruwa yayin da masana'antar ke ci gaba da bunƙasa. A cikin 2021, tallace-tallace na motocin lantarki a duniya zai ninka fiye da na shekarar da ta gabata. A cewar Rho Motion, za a sayar da motoci masu amfani da wutar lantarki sama da miliyan 6.36 a 2021, idan aka kwatanta da miliyan 3.1 a 2020. China kaɗai ta kai kusan rabin tallace-tallace na bara.
Idan kuna buƙatar bin diddigin hauhawar farashin ƙarfe na wata-wata/ƙara farashin ƙarfe, da fatan za ku yi la'akari da yin rijista don rahoton MMI na wata-wata kyauta.
Duk da ƙaruwar farashin da aka samu kwanan nan, har yanzu farashin bai kai na ribar da aka samu a shekarar 2007 ba. Farashin nickel na LME ya kai dala $50,000 a kowace tan a shekarar 2007 yayin da hannun jarin ajiya na LME ya faɗi ƙasa da tan 5,000. Duk da cewa farashin nickel na yanzu har yanzu yana cikin yanayin hauhawar farashi gaba ɗaya, farashin har yanzu yana ƙasa da kololuwar shekarar 2007.
Karin kuɗin Allegheny Ludlum 304 na bakin ƙarfe ya karu da kashi 2.62% zuwa dala $1.27 kowace fam a ranar 1 ga Fabrairu. A halin yanzu, ƙarin kuɗin Allegheny Ludlum 316 ya tashi da kashi 2.85% zuwa dala $1.80 kowace fam.
Jirgin ruwan China mai lamba 316 CRC ya karu da kashi 1.92% zuwa dala $4,315 a kowace tan. Haka kuma, jirgin ruwan 304 CRC ya karu da kashi 2.36% zuwa dala $2,776 a kowace tan. Farashin nickel na farko na China ya tashi da kashi 10.29% zuwa dala $26,651 a kowace tan.
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