Russell: Achọ coal China siri ike n'etiti mbubata mmachibido iwu mmanụ ọkụ Australia

(Echiche ndị e kwupụtara ebe a bụ nke onye odee, Clyde Russell, onye odeakụkọ maka Reuters.)

Coal dị n'oké osimiri aghọwo onye mmeri dị jụụ n'etiti ngwa ahịa ike, na-enweghị nlebara anya nke mmanụ dị elu na mmanụ gas (LNG), ma na-enweta uru siri ike n'etiti ịrị elu nke ọchịchọ.

Ma coal na-ekpo ọkụ, nke a na-eji na-arụ ọrụ ọkụ, na coal coal, nke a na-eme nchara, agbakọtala nke ọma n'ọnwa ndị na-adịbeghị anya.Na n'okwu abụọ ahụ onye ọkwọ ụgbọ ala abụwo China, onye na-emepụta ihe kachasị n'ụwa, onye na-ebubata na onye na-eji mmanụ ụgbọala.

Enwere ihe abụọ na mmetụta China na ahịa coal dị n'oké osimiri na Eshia;Ọchịchọ siri ike ka akụ na ụba China na-alọghachi site na ọrịa coronavirus;na oke amụma Beijing machibido mbubata si Australia.

A na-egosipụta ihe abụọ a n'ọnụ ahịa, yana obere ọkụ ọkụ sitere na Indonesia bụ ndị na-erite uru kacha ukwuu.

Ndekọ kwa izu maka coal Indonesian nwere uru ike nke 4,200 kilocalories kwa kilogram (kcal / kg), dị ka ụlọ ọrụ na-ahụ maka ọnụahịa ngwa ahịa Argus tụlere, agbagoro ihe fọrọ nke nta ka ọ bụrụ ụzọ atọ n'ụzọ anọ site na 2021 dị ala nke $ 36.81 tonne ruo $ 63.98 n'izu. Julaị 2.

Enwere ihe na-adọta ihe na-enyere aka ịkwalite ọnụ ahịa coal Indonesian, yana data sitere n'aka ndị nyocha ngwa ahịa Kpler na-egosi China na-ebubata nde tọn 18.36 site na ụgbọ mmiri kacha ibu n'ụwa nke ọkụ ọkụ na June.

Nke a bụ olu nke abụọ kachasị ukwuu China na-ebubata site na Indonesia dị ka ndekọ Kpler na-alaghachi na Jenụwarị 2017, kpuchie naanị nde ton 25.64 nke ọnwa Disemba gara aga.

Refinitiv, nke dị ka Kpler na-agbaso mmegharị ụgbọ mmiri, nwere mbubata China si Indonesia dị ntakịrị na June na nde tọn 14.96.Mana ọrụ abụọ ahụ kwenyere na nke a bụ ọnwa nke abụọ kachasị elu na ndekọ, yana data Refinitiv na-alaghachi na Jenụwarị 2015.

Ha abụọ kwenyere na mbubata China si Australia agbadala nso efu site na ọkwa dị ihe dị ka nde tọn 7-8 kwa ọnwa nke meriri ruo mgbe amachibidoro mmachibido iwu Beijing n'etiti afọ gara aga.

Mkpokọta coal China si na mba niile na June bụ nde tọn 31.55, ka Kpler siri kwuo, yana nde 25.21 ka Refinitiv siri kwuo.

Ọstrelia gbagoro

Mana ọ bụ ezie na Australia, nke abụọ na-ebupụ coal okpomọkụ na nnukwu coking coal, nwere ike tụfuo ahịa China, ọ nweela ike ịchọta ụzọ ọzọ na ọnụ ahịa icheku ya na-arị elu nke ukwuu.

Benchmark na-ekpo ọkụ dị elu nke nwere uru ume nke 6,000 kcal / kg n'ọdụ ụgbọ mmiri Newcastle kwụsịrị n'izu gara aga na $ 135.63 otu ton, nke kachasị elu n'ime afọ 10, na ihe karịrị ọkara n'ime nanị ọnwa abụọ gara aga.

Ọ bụ Japan, South Korea na Taiwan na-azụta ọkwa kol a, bụ ndị nọ n'azụ China na India dị ka ndị kacha ebubata kol n'Eshia.

Mba atọ ahụ webatara nde tọn 14.77 nke ụdị coal niile sitere na Australia na June, ka Kpler si kwuo, gbadata site na nde May 17.05 mana gbagoro na nde 12.46 na June 2020.

Mana ezigbo onye nzọpụta maka coal Australia bụ India, nke webatara ndekọ 7.52 nde nke akara ule niile na June, site na nde 6.61 na Mee yana naanị nde 2.04 na June 2020.

India na-achọsi ike ịzụta coal okpomoku nke etiti si Australia, nke na-ere na nnukwu mbelata na mmanụ 6,000 kcal/kg.

Argus enyocha 5,500 kcal / kg coal na Newcastle na $78.29 a tonne na July 2. Ọ bụ ezie na ọkwa a amụbaala okpukpu abụọ site na 2020 lows ya, ọ ka bụ 42% dị ọnụ ala karịa mmanụ ọkụ dị elu na-ewu ewu na ndị na-azụ ahịa North Asia.

Oke mbupụ coal Australia agbakeela nke ukwuu site na mbido mbụ nke mmachibido iwu China kpatara na mfu nke ọrịa ọrịa coronavirus kpatara.Kpler tụlere mbupu June na nde 31.37 nke akara ule niile, site na nde 28.74 na Mee yana nde 27.13 site na Nọvemba, nke bụ ọnwa kachasị ike na 2020.

N'ozuzu, o doro anya na stampụ China bụ ihe niile dị ugbu a na ọnụ ahịa coal: ọchịchọ ya siri ike na-eme ka coal Indonesian dịkwuo elu, na mmachibido iwu na mbubata si Australia na-amanye ngbanwe nke ahia ahia na Asia.

(nke Kenneth Maxwell na-edezi)

 


Oge nzipu: Jul-12-2021