Russell: Kufuna kwamphamvu kwa malasha ku China pakati pa Australia yoletsa kuitanitsa mitengo yamafuta

(Maganizo omwe afotokozedwa apa ndi a wolemba, Clyde Russell, wolemba nkhani wa Reuters.)

Malasha a Seaborne akhala opambana mwakachetechete pakati pa zinthu zamagetsi, kusowa chidwi ndi mafuta apamwamba kwambiri komanso gasi wachilengedwe (LNG), koma akusangalala ndi zopindulitsa zamphamvu pakuwonjezeka kwakufunika.

Makala amoto, omwe amagwiritsidwa ntchito m'mafakitale amagetsi, ndi malasha opangira zitsulo, akhala akuyenda kwambiri m'miyezi yaposachedwa.Ndipo m’zochitika zonsezi, dalaivala wakhala aku China, amene amapanga kwambiri padziko lonse lapansi, otumiza kunja komanso ogula mafuta.

Pali zinthu ziwiri ku chikoka cha China pa misika ya malasha panyanja ku Asia;kufunikira kwamphamvu pomwe chuma cha China chikukwera kuchokera ku mliri wa coronavirus;ndi chisankho cha Beijing choletsa kutulutsa kuchokera ku Australia.

Zinthu zonsezi zikuwonetsedwa pamitengo, ndipo malasha otsika kwambiri ochokera ku Indonesia ndi omwe amapindula kwambiri.

Mlozera wa mlungu uliwonse wa malasha aku Indonesia okhala ndi mphamvu zokwana 4,200 kilocalories pa kilogalamu (kcal/kg), malinga ndi bungwe lopereka malipoti amitengo yazinthu Argus, wakwera pafupifupi magawo atatu mwa magawo atatu kuchokera ku 2021 kutsika kwake kwa $36.81 tani mpaka $63.98 pa sabata mpaka $63.98 pa sabata. Julayi 2.

Pali zofunikira zomwe zikuthandizira kukwera mitengo ya malasha aku Indonesia, ndi deta yochokera kwa akatswiri ofufuza zinthu a Kpler akuwonetsa kuti dziko la China lidatulutsa matani 18.36 miliyoni kuchokera kwa wogulitsa wamkulu padziko lonse lapansi wa malasha oyaka moto mu June.

Ili linali voliyumu yachiwiri yayikulu pamwezi yomwe China idabwera kuchokera ku Indonesia kuchokera ku Indonesia malinga ndi zolemba za Kpler kuyambira Januware 2017, zidadutsa matani 25.64 miliyoni a December watha.

Refinitiv, yomwe ngati Kpler imatsata kayendedwe ka zombo, ili ndi zinthu zaku China kuchokera ku Indonesia zotsika pang'ono mu June pa matani 14.96 miliyoni.Koma mautumiki awiriwa akuvomereza kuti uwu unali mwezi wachiwiri wapamwamba kwambiri pa mbiri, ndi deta ya Refinitiv kubwerera ku January 2015.

Onse akuvomereza kuti katundu waku China wochokera ku Australia watsika mpaka zero kuchokera pamiyezo pafupifupi matani 7-8 miliyoni pamwezi zomwe zidakhalapo mpaka chiletso chosavomerezeka cha Beijing chidakhazikitsidwa pakati pa chaka chatha.

Kutulutsa malasha ku China kuchokera kumayiko onse mu June kunali matani 31.55 miliyoni, malinga ndi Kpler, ndi 25.21 miliyoni malinga ndi Refinitiv.

Australia kubwerera

Koma ngakhale kuti Australia, dziko lachiwiri lalikulu kwambiri kugulitsa malasha amoto komanso lalikulu kwambiri la malasha ophikira, mwina litataya msika waku China, yatha kupeza njira zina ndipo mtengo wamakala ake wakweranso kwambiri.

Malasha oyaka otsika kwambiri okhala ndi mphamvu zokwana 6,000 kcal/kg pa doko la Newcastle anatha sabata yatha pa $135.63 tonne, okwera kwambiri m'zaka 10, ndikukwera ndi theka m'miyezi iwiri yokha yapitayi.

Makalawa amagulidwa makamaka ndi Japan, South Korea ndi Taiwan, omwe ali kumbuyo kwa China ndi India monga omwe amagulitsa kwambiri malasha ku Asia.

Mayiko atatuwa adatulutsa matani 14.77 miliyoni amitundu yonse ya malasha ku Australia mu Juni, malinga ndi Kpler, kutsika kuchokera pa Meyi 17.05 miliyoni, koma kuchokera pa 12.46 miliyoni mu June 2020.

Koma mpulumutsi weniweni wa malasha aku Australia ndi India, yomwe idatulutsa matani 7.52 miliyoni a magiredi onse mu June, kuchokera pa 6.61 miliyoni mu Meyi ndi 2.04 miliyoni okha mu June 2020.

India amakonda kugula malasha apakati ku Australia, omwe amagulitsidwa pamtengo wotsikirapo mpaka 6,000 kcal/kg mafuta.

Argus adayesa malasha a 5,500 kcal/kg ku Newcastle pa $78.29 tani pa Julayi 2. Ngakhale kuti kalasiyi yachulukira kawiri kuchokera kutsika kwake kwa 2020, ndiyotsika mtengo ndi 42% kuposa mafuta apamwamba omwe amatchuka ndi ogula aku North Asia.

Ma voliyumu otumiza malasha ku Australia abwereranso kuchokera pakugunda koyamba komwe kudachitika chifukwa cha kuletsa kwa China komanso kuchepa kwa kufunikira kwa mliri wa coronavirus.Kpler adayesa kutumiza kwa June pa matani 31.37 miliyoni a magiredi onse, kuchokera pa 28.74 miliyoni mu Meyi ndi 27.13 miliyoni kuyambira Novembala, womwe unali mwezi wofooka kwambiri mu 2020.

Ponseponse, zikuwonekeratu kuti masitampu aku China ali pamisonkhano yomwe ilipo pamitengo yamalasha: kufunikira kwake kwakukulu kukukulitsa malasha aku Indonesia, ndipo kuletsa kwake kutulutsa kuchokera ku Australia kukukakamiza kuyambiranso kwa malonda ku Asia.

(Zosinthidwa ndi Kenneth Maxwell)

 


Nthawi yotumiza: Jul-12-2021