1. Uhlolojikelele lwemakethe

Ngo-2023, imakethe yensimbi yomhlaba wonke yaba nokuguquguquka okuphawulekayo, okwathintwa yizinto ezihlukahlukene, okuhlanganisa ukusimama komnotho, ukulungiswa kwenqubomgomo kanye nezinguquko esimweni sokuhwebelana samazwe ngamazwe. Njengoba umnotho wamazwe ahlukahlukene uthuthuka kancane kancane, isidingo sensimbi siye sakhula ngezinga elithile, ikakhulukazi ngenxa yokwakhiwa kwengqalasizinda nokukhiqiza, futhi umsebenzi wezimakethe unyukile.

2. Supply and demand relationship

1. Uhlangothi lwesidingo: E-China, uhulumeni uye wandisa utshalomali ekwakhiweni kwengqalasizinda, ikakhulukazi ezindaweni ezifana nezokuthutha, amandla kanye nokwakhiwa kwamadolobha, okuqhubekisele phambili isidingo sensimbi. Ngaphezu kwalokho, ngokusimama komnotho womhlaba, isidingo sensimbi kwamanye amazwe sikhula kancane kancane, ikakhulukazi eNingizimu-mpumalanga ye-Asia naseYurophu.
2. Uhlangothi lokunikezela: Naphezu kokusimama kwesidingo, ukunikezwa kwensimbi kusabhekene nezinselele. Abakhiqizi abaningi bensimbi bathintwa izinqubomgomo zokuvikela imvelo futhi amandla abo okukhiqiza anqunyelwe. Ngesikhathi esifanayo, ukukhuphuka kwamanani entengo yezinto zokusetshenziswa (njengensimbi yensimbi namalahle okuphekela) nakho kuholele ekwenyukeni kwezindleko zokukhiqiza, okuphinde kuphazamise ukuhlinzekwa kwensimbi.

3. Isitayela senani

Ekuqaleni kuka-2023, izintengo zensimbi zaba negagasi lokunyuka, ikakhulukazi ngenxa yokukhula kwesidingo nokuhlinzekwa okuqinile. Kodwa-ke, njengoba imakethe ishintsha, amanani ehla emazingeni aphezulu futhi amanani ezinye izinhlobo zehla. Ngokwemininingwane yakamuva yemakethe, amanani entengo yekhoyili egoqiwe kanye ne-rebar asephezulu kunesikhathi esifanayo ngonyaka odlule, kodwa ngokushintshashintsha okukhulu.

4. Umthelela Wenqubomgomo

Izinqubomgomo zohulumeni abahlukahlukene zinomthelela omkhulu emakethe yensimbi. Njengoba iShayina ikhuthaza izinjongo zayo “zenani eliphakeme lekhabhoni” kanye “nokungathathi hlangothi kwekhabhoni,” izinqubomgomo zemboni yensimbi zokunciphisa ukungcola zizoqhubeka nokuba nomthelela kumthamo wokukhiqiza kanye nokuhlinzekwa kwemakethe. Ngaphezu kwalokho, amazwe aseYurophu naseMelika nawo akhuthaza ngentshiseko ukuthuthukiswa kwensimbi eluhlaza, futhi ukwethulwa kwezinqubomgomo ezifanele kungase kufake ingcindezi kubakhiqizi bensimbi bendabuko.

5. Ikusasa le-Outlook

Uma sibheka phambili, imakethe yensimbi izoqhubeka nokuthinteka ngenxa yezinto eziningi. Esikhathini esifushane, njengoba umnotho womhlaba usimama, isidingo sensimbi kulindeleke ukuthi siqhubeke nokukhula. Kodwa-ke, ngokuhamba kwesikhathi, ukuqhubeka kwenqubekelaphambili yezinqubomgomo zokuvikela imvelo kanye nokusha kwezobuchwepheshe kuzoqhuba imboni yensimbi ukuthi ithuthuke ngendlela eluhlaza nehlakaniphile.

Ngokuvamile, imakethe yensimbi isagcwele amathuba nezinselele ngemva kokubhekana nokuguquguquka. Izinkampani zidinga ukunaka kakhulu ukuthrenda kwemakethe futhi zilungise kalula amasu okukhiqiza nawokuthengisa ukuze zibhekane nesimo semakethe esishintsha njalo.