Ezi ziingcinga eziphambili eziqhuba amagumbi ethu eendaba—zichaza izihloko ezibaluleke kakhulu kuqoqosho lwehlabathi.
Ii-imeyile zethu ziyangena kwi-inbox yakho rhoqo kusasa, emva kwemini nangeempelaveki.
Amaxabiso entsimbi anyukile unyaka wonke; ikamva letoni ye-hot-rolled coil yayimalunga ne-$1,923, ukusuka kwi-$615 ngoSeptemba ophelileyo, ngokutsho kwesalathiso. Okwangoku, ixabiso le-iron ore, eyona nto ibalulekileyo kwishishini lentsimbi, lehle ngaphezulu kwe-40% ukusukela phakathi kuJulayi. Imfuno yentsimbi iyanda, kodwa imfuno ye-iron ore iyancipha.
Zininzi izinto ezinegalelo kwixabiso eliphezulu lee-steel futures, kuquka iirhafu ezibekwe ngurhulumente kaTrump kwi-iron engeniswayo kunye nemfuno ekhulayo kwimveliso emva kobhubhane. Kodwa iTshayina, evelisa i-57% ye-iron steel kwihlabathi, ikwaceba ukunciphisa imveliso kulo nyaka, nto leyo enefuthe kwiimarike ze-iron ore kunye ne-iron ore.
Ukuze kuthintelwe ungcoliseko, iTshayina inciphisa ishishini layo lesinyithi, elibandakanya i-10 ukuya kwi-20 ekhulwini ye-carbon emissions yelizwe. (Ii-aluminium smelters zelizwe zijongene nemida efanayo.) ITshayina ikwanyuse iirhafu zokuthumela ngaphandle ezinxulumene nesinyithi; umzekelo, ukususela nge-1 ka-Agasti, iirhafu kwi-ferrochromium, inxalenye yesinyithi esingenasici, ziphindwe kabini ukusuka kwi-20% ukuya kwi-40%.
“Silindele ukwehla kwexesha elide kwemveliso yentsimbi eluhlaza eTshayina,” utshilo uSteve Xi, umcebisi omkhulu kwinkampani yophando iWood Mackenzie. “Njengoshishino olungcolisa kakhulu, ishishini lentsimbi liza kuhlala ligxile kwimizamo yokukhusela okusingqongileyo yaseTshayina kwiminyaka embalwa ezayo.”
UXi ubonise ukuba ukuncitshiswa kwemveliso kukhokelele ekwehleni kokusetyenziswa kwesinyithi. Ezinye iifektri zentsimbi zide zalahla ezinye zeengqokelela zazo zesinyithi, nto leyo ebangela ixhala kwimarike, utshilo. “Uloyiko lwasasazeka kubarhwebi, nto leyo ekhokelele ekuweni kwesibonileyo.”
Iinkampani zemigodi nazo ziyaziqhelanisa neenjongo ezintsha zemveliso zaseTshayina.” Njengoko iqela eliphezulu lezoshishino laseTshayina liqinisekisile ekuqaleni kuka-Agasti, amathuba akhulayo okuba iTshayina iya kunciphisa imveliso yentsimbi ngokukhawuleza kwisiqingatha sonyaka esikhoyo avavanya isisombululo esikhawulezayo semarike yexesha elizayo,” utshilo usekela-mongameli kwi-BHP Billiton. Le nkampani inkulu yemigodi, ibhale kwingxelo yayo yasekupheleni kuka-Agasti malunga nembono yayo ka-2021.
Ukuxinana kweTshayina kwizinto zentsimbi zehlabathi kubonisa ukuba ukunqongophala kweemveliso ezininzi kuya kuqhubeka de kubekho ukunikezelwa kweempahla kunye nemfuno emva kobhubhane. Umzekelo, iinkampani zeemoto sele zijongene nokuncipha kwezinto zeetshiphusi ze-semiconductor; intsimbi ngoku ikwayinxalenye "yengxaki entsha" kwizinto eziluhlaza, utshilo umphathi weFord kwi-CNBC.
Ngowama-2019, i-US ivelise iitoni ezingama-87.8 ezigidi zesinyithi, ngaphantsi kwesinye kwishumi seetoni ezingama-995.4 ezigidi zaseTshayina, ngokutsho kombutho we-worldsteel. Ngoko ke nangona abenzi besinyithi baseMelika ngoku bevelisa isinyithi esingaphezulu kunokuba bebenjalo ukusukela kwingxaki yezemali ka-2008, kuya kuthatha ixesha ngaphambi kokuba bazalise umsantsa odalwe kukunciphisa imveliso yaseTshayina.