Mitengo ya nikeli yakwera kufika pamlingo wokwera wa zaka 11 mwezi watha pamene zinthu za LME zosungiramo katundu zinatsika. Mitengo inatsika kumapeto kwa Januwale pambuyo poti zinthu zinagulitsidwa pang'ono, koma inatha kubwereranso. Ikhoza kukwera kufika pamlingo watsopano pamene mitengo ikukwera kufika pamlingo wapamwamba posachedwapa. Kapenanso, akhoza kukana milingo iyi ndikubwerera kumtundu wamalonda womwe ulipo panopa.
Mwezi watha, MetalMiner inanena kuti A&T Stainless, kampani yogwirizana pakati pa Allegheny Technologies (ATI) ndi Tsingshan yaku China, inapempha kuti gawo 232 lisaphatikizidwe pa mzere wozungulira wotentha wa ku Indonesia womwe unatumizidwa kuchokera ku fakitale ya Tsingshan ya kampaniyo. Atapereka fomuyi, opanga aku US adabwezera.
Opanga ku US adatsutsa, akukana "kuyeretsa" mzere wotentha (wopanda zinthu zotsalira) ngati pakufunika kutero. Opanga akunyumba akukana mfundo yakuti zinthu "zoyera" izi ndizofunikira pa mzere wa DRAP. Sipanakhalepo chofunikira chotere m'magawo am'mbuyomu aku US. Outokumpu ndi Cleveland Cliffs amakhulupiriranso kuti dziko lotentha la Indonesia lili ndi mpweya wambiri wa kaboni kuposa zipangizo zaku US. Ma band aku Indonesia amagwiritsa ntchito chitsulo cha nickel pig m'malo mwa zidutswa zachitsulo chosapanga dzimbiri. Chisankho chochotsera chikhoza kupangidwa kumapeto kwa kotala loyamba pambuyo powunikiranso kutsutsa kwa A&T Stainless.
Pakadali pano, North American Stainless (NAS), Outokumpu (OTK) ndi Cleveland Cliffs (Cliffs) akupitilizabe kutchula mitundu ndi zinthu zomwe zimalandiridwa mkati mwa kugawa. Mwachitsanzo, 201, 301, 430 ndi 409 akadali ochepa m'fakitale monga peresenti ya gawo lonse. Zopepuka, zomalizidwa zapadera komanso m'lifupi zosakhazikika zilinso ndi zoletsa pa kapangidwe ka kugawa. Kuphatikiza apo, magawo amaperekedwa pamwezi, kotero malo operekera chithandizo ndi ogwiritsa ntchito kumapeto ayenera kudzaza magawo awo apachaka m'ma "baketi" ofanana pamwezi. NAS yayamba kulandira maoda a kutumiza kwa Epulo.
Mitengo ya nikeli inakwera kufika pamlingo wapamwamba wa zaka 11 mu Januwale. Masheya a LME m'nyumba zosungiramo katundu anatsika kufika pa matani 94,830 pofika pa Januwale 21, ndipo mitengo ya nikeli ya miyezi itatu inafika pa $23,720/tani. Mitengo inabwereranso m'masiku omaliza a mweziwo, koma kenako inayambiranso kukwera kwake pamene mitengo inkathamangira kukwera kwa kumapeto kwa Januwale. Ngakhale kuti zinthu zinabwereranso, zinthu za LME m'nyumba zosungiramo katundu zinapitirira kutsika. Zinthu tsopano zili pansi pa matani 90,000 kuyambira kumayambiriro kwa February, zomwe zinali zochepa kwambiri kuyambira 2019.
Zinthu zomwe zili m'nyumba zosungiramo katundu zinatsika chifukwa cha kufunikira kwakukulu kwa nickel kuchokera ku chitsulo chosapanga dzimbiri komanso makampani opanga magalimoto amagetsi (EV). Monga momwe Stuart Burns wa MetalMiner akunenera, ngakhale makampani opanga magalimoto amagetsi akuyembekezeka kuzizira chaka chonse, kugwiritsa ntchito nickel m'mabatire omwe amagwiritsa ntchito magalimoto amagetsi kukuyembekezeka kukwera pamene makampaniwa akupitiliza kukula. Mu 2021, malonda apadziko lonse lapansi a magalimoto amagetsi adzawonjezeka kawiri kuposa chaka chatha. Malinga ndi Rho Motion, magalimoto amagetsi opitilira 6.36 miliyoni adzagulitsidwa mu 2021, poyerekeza ndi 3.1 miliyoni mu 2020. China yokha ndiyo inali pafupifupi theka la malonda a chaka chatha.
Ngati mukufuna kutsatira kukwera kwa mitengo/kutsika kwa mitengo ya zitsulo pamwezi, chonde ganizirani zolembetsa kuti mupeze lipoti lathu laulere la MMI la mwezi uliwonse.
Ngakhale kuti posachedwapa mitengo ya nickel yakwera kwambiri, mitengo yake ikadali yotsika kwambiri poyerekeza ndi yomwe idakwera mu 2007. Mitengo ya nickel ya LME idafika pa $50,000 pa tani mu 2007 pomwe masheya a LME m'nyumba zosungiramo katundu adatsika pansi pa matani 5,000. Ngakhale kuti mtengo wa nickel womwe ulipo pakadali pano ukadali wokwera kwambiri, mtengo wake ukadali wocheperako poyerekeza ndi womwe unkakwera mu 2007.
Ndalama zosapanga dzimbiri za Allegheny Ludlum 304 zinakwera ndi 2.62% kufika pa $1.27 pa paundi kuyambira pa 1 Feb. Pakadali pano, ndalama zowonjezera za Allegheny Ludlum 316 zinakwera ndi 2.85% kufika pa $1.80 pa paundi.
Mtengo wa 316 CRC ku China wakwera ndi 1.92% kufika pa $4,315 pa tani imodzi. Momwemonso, 304 CRC yakwera ndi 2.36% kufika pa $2,776 pa tani imodzi. Mtengo waukulu wa nickel ku China wakwera ndi 10.29% kufika pa $26,651 pa tani imodzi.
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