Amanani e-nickel akhuphukele ezingeni eliphezulu leminyaka eyi-11 ngenyanga edlule njengoba izimpahla ze-LME ziwile. Amanani ahlehla ngasekupheleni kukaJanuwari ngemuva kokuthengiswa okuncane, kodwa akwazile ukubuyela emuva. Angase akhuphukele emazingeni amasha njengoba amanani enyuka enyuka muva nje. Ngaphandle kwalokho, angawenqaba la mazinga futhi abuyele ebangeni lokuhweba lamanje.
Ngenyanga edlule, i-MetalMiner ibike ukuthi i-A&T Stainless, inkampani ehlangene phakathi kwe-Allegheny Technologies (ATI) ne-Tsingshan yaseShayina, ifake isicelo sokukhishwa kwesigaba 232 se-hot-rolled strip yase-Indonesia “ehlanzekile” engeniswe esitshalweni se-Tsingshan senkampani ehlangene. Ngemva kokufaka isicelo, abakhiqizi base-US baphendula.
Abakhiqizi base-US baphikisile, benqaba “ukuhlanza” umcu oshisayo (ongenazo izinto ezisele) njengoba kudingeka. Abakhiqizi basekhaya bayayenqaba impikiswano yokuthi le nto “ehlanzekile” iyadingeka emgqeni we-DRAP. Akukaze kube nesidingo esinjalo ekuhlinzekweni kwangaphambilini kwe-slab yase-US. U-Outokumpu noCleveland Cliffs nabo bakholelwa ukuthi i-Indonesia eshisayo iqukethe indawo enkulu yekhabhoni kunezinto zase-US. Amabhande ase-Indonesia asebenzisa insimbi ye-nickel pig esikhundleni sezingcezu zensimbi engagqwali. Isinqumo sokukhululwa singenziwa ekupheleni kwekota yokuqala ngemuva kokubuyekezwa kokuphikisa kwe-A&T Stainless.
Okwamanje, iNorth American Stainless (NAS), i-Outokumpu (OTK) kanye neCleveland Cliffs (Cliffs) ziyaqhubeka nokucacisa ama-alloy kanye nemikhiqizo eyamukelwa ngaphakathi kokusatshalaliswa. Isibonelo, ama-201, 301, 430 kanye nama-409 asanqunyelwe efektri njengephesenti lesabelo sonke. Ukuqeda okulula, okukhethekile kanye nobubanzi obungejwayelekile nakho kunemikhawulo esakhiweni sokusatshalaliswa. Ngaphezu kwalokho, ukwabiwa kwenziwa njalo ngenyanga, ngakho-ke izikhungo zesevisi kanye nabasebenzisi bokugcina kumele bagcwalise isabelo sabo sonyaka "ngamabhakede" alinganayo anyanga zonke. I-NAS iqala ukuthatha ama-oda okulethwa ngo-Ephreli.
Amanani e-nickel akhuphukele ezingeni eliphezulu leminyaka eyi-11 ngoJanuwari. Amasheya e-LME warehouse ehle afinyelela kuma-metric ton angu-94,830 ngoJanuwari 21, kanti amanani e-nickel ayinhloko ezinyanga ezintathu afinyelela ku-$23,720/t. Amanani akwazile ukubuyela emuva ezinsukwini zokugcina zenyanga, kodwa aphinde aqala ukuzuza njengoba amanani ephishekela amazinga aphezulu ekupheleni kukaJanuwari. Naphezu kokubuya, izinqolobane ze-LME warehouse zaqhubeka nokwehla. Izinqolobane manje zingaphansi kwama-metric ton angu-90,000 ekuqaleni kukaFebhuwari, okuyizinga eliphansi kakhulu kusukela ngo-2019.
Izitolimende zezimpahla ziwile ngenxa yesidingo esinamandla se-nickel evela ensimbi engagqwali kanye nemboni yezimoto zikagesi ezisafufusa (EV). Njengoba uStuart Burns weMetalMiner ekhomba, ngenkathi imboni yezinsimbi ingagqwali ingase iphole unyaka wonke, ukusetshenziswa kwe-nickel kumabhethri asebenzisa izimoto zikagesi kungenzeka kusheshiswe njengoba imboni iqhubeka nokukhula. Ngo-2021, ukuthengiswa kwezimoto zikagesi emhlabeni wonke kuzophindeka kabili kunonyaka odlule. Ngokusho kweRho Motion, kuzothengiswa izimoto zikagesi ezingaphezu kwezigidi ezingu-6.36 ngo-2021, uma kuqhathaniswa nezigidi ezingu-3.1 ngo-2020. IShayina yodwa yabamba cishe ingxenye yokuthengiswa konyaka odlule.
Uma udinga ukulandelela ukukhuphuka/ukwehla kwentengo yensimbi yanyanga zonke, sicela ucabangele ukubhalisela umbiko wethu wanyanga zonke wamahhala we-MMI.
Naphezu kokuqina kwamuva nje, amanani asengaphansi kakhulu kwenzuzo yawo yango-2007. Amanani e-nickel e-LME afinyelele ku-$50,000 ngethani ngo-2007 njengoba amasheya e-LME storage ehle ngaphansi kwamathani angu-5,000. Ngenkathi intengo yamanje ye-nickel isesekukhuphukeni okuphelele, intengo isengaphansi kakhulu kwenani layo eliphakeme lango-2007.
Izindleko zokwengeza ezingenasici ze-Allegheny Ludlum 304 zikhuphuke ngo-2.62% zaya ku-$1.27 ngephawundi kusukela ngoFebhuwari 1. Phakathi naleso sikhathi, inkokhelo yokwengeza ye-Allegheny Ludlum 316 ikhuphuke ngo-2.85% yaya ku-$1.80 ngephawundi.
I-316 CRC yaseShayina ikhuphuke ngo-1.92% yaya ku-$4,315 ngethani le-metric. Ngokufanayo, i-304 CRC ikhuphuke ngo-2.36% yaya ku-$2,776 ngethani le-metric. Intengo ye-nickel eyinhloko yaseShayina ikhuphuke ngo-10.29% yaya ku-$26,651 ngethani.
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