Thaum lub Kaum Hli Ntuj thaum ntxov, cov nqi hlau hlau tau ntsib ib lub sijhawm luv luv, feem ntau yog vim qhov kev cia siab ntawm kev xav tau margins thiab kev txhawb nqa ntawm cov nqi thauj khoom hiav txwv nce.Txawm li cas los xij, raws li steel mills ntxiv dag zog rau lawv cov kev txwv ntau lawm thiab tib lub sijhawm, cov nqi thauj khoom hauv hiav txwv poob qis heev.Tus nqi ntaus tus tshiab qis thaum lub xyoo.Nyob rau hauv cov nqe lus ntawm tus nqi kiag li, tus nqi ntawm cov hlau ore xyoo no tau poob los ntawm ntau tshaj 50% los ntawm qhov chaw siab, thiab tus nqi twb poob lawm.Txawm li cas los xij, los ntawm kev xav ntawm cov khoom siv thiab kev xav tau, cov khoom muag chaw nres nkoj tam sim no tau mus txog qib siab tshaj plaws nyob rau tib lub sijhawm hauv plaub xyoos dhau los.Raws li qhov chaw nres nkoj txuas ntxiv mus ntxiv, Xyoo no cov nqi hlau tsis muaj zog yuav nyuaj rau hloov.
Mainstream mine shipping tseem muaj nce
Thaum Lub Kaum Hli, cov khoom xa khoom hlau hlau hauv Australia thiab Brazil tau txo qis xyoo-rau-xyoo thiab hli-rau-hli.Ntawm qhov tod tes, nws yog vim kuv txoj kev tu.Ntawm qhov tod tes, kev thauj khoom hiav txwv siab tau cuam tshuam rau kev xa khoom ntawm cov hlau ore hauv qee qhov mines rau qee qhov.Txawm li cas los xij, raws li kev suav nyiaj xyoo lub hom phiaj, plaub lub mines loj 'kev muab khoom hauv lub quarter thib plaub yuav muaj qee yam nce xyoo-rau-xyoo thiab hli-rau-hli.
Rio Tinto cov hlau ore tso tawm hauv lub quarter thib peb poob los ntawm 2.6 lab tons xyoo-rau-xyoo.Raws li Rio Tinto lub hom phiaj txhua xyoo qis qis ntawm 320 lab tons, cov khoom tsim tawm hauv peb lub hlis twg yuav nce 1 lab tons ntawm lub quarter dhau los, ib xyoos ib zaug txo qis ntawm 1.5 lab tons.BHP cov hlau ore tso tawm hauv lub quarter thib peb tau txo qis los ntawm 3.5 lab tons hauv ib xyoos, tab sis nws khaws nws cov phiaj xwm xyoo nyiaj txiag ntawm 278 lab-288 lab tons tsis hloov pauv, thiab xav tias yuav txhim kho hauv lub quarter thib plaub.FMG xa khoom zoo hauv thawj peb lub hlis twg.Hauv lub quarter thib peb, cov khoom tsim tawm tau nce 2.4 lab tons hauv ib xyoos.Hauv xyoo 2022 (Lub Xya Hli 2021-Lub Rau Hli 2022), cov kev taw qhia ntawm cov hlau ore xa khoom tau khaws cia nyob rau hauv thaj tsam ntawm 180 lab txog 185 lab tons.Ib qho kev nce me me kuj tseem xav tau hauv lub quarter thib plaub.Vale cov khoom lag luam hauv lub quarter thib peb tau nce los ntawm 750,000 tons xyoo-rau-xyoo.Raws li kev suav ntawm 325 lab tons rau tag nrho lub xyoo, kev tsim khoom hauv lub quarter thib plaub tau nce los ntawm 2 lab tons ntawm lub quarter dhau los, uas yuav nce 7 lab tons xyoo-rau-xyoo.Feem ntau, cov hlau ore tso tawm ntawm plaub lub mines loj hauv lub quarter thib plaub yuav nce ntau dua 3 lab tons hauv ib hlis thiab ntau dua 5 lab tons xyoo-rau-xyoo.Txawm hais tias tus nqi qis muaj qee yam cuam tshuam rau kuv cov khoom xa tuaj, cov mines tseem ceeb tseem muaj txiaj ntsig thiab xav tias yuav ua tiav lawv lub hom phiaj puv xyoo yam tsis txhob txhob txwm txo cov khoom xa tuaj.
Hais txog cov mines uas tsis yog lub hauv paus tseem ceeb, pib txij li ib nrab ntawm lub xyoo, Tuam Tshoj cov hlau ore imports los ntawm cov teb chaws uas tsis yog lub hauv paus tseem ceeb tau poob qis ntau xyoo.Tus nqi ntawm cov hlau ore poob, thiab cov khoom tsim tawm ntawm ib co nqi hlau ore pib poob qis.Yog li ntawd, nws xav tias kev xa khoom ntawm cov khoom siv tsis yog cov khoom siv tseem ceeb yuav poob qis ib xyoos ib zaug, tab sis tag nrho cov kev cuam tshuam yuav tsis zoo heev.
Hais txog cov mines hauv tsev, txawm hais tias qhov kev txaus siab ntawm cov mines hauv tsev kuj tseem poob qis, xav tias kev txwv ntau lawm hauv lub Cuaj Hli yog qhov muaj zog heev, cov khoom lag luam hlau txhua hli hauv lub quarter thib plaub yuav tsis tsawg dua li lub Cuaj Hli.Yog li ntawd, cov mines hauv tsev yuav tsum nyob twj ywm nyob rau hauv lub quarter thib plaub, nrog rau kev txo qis hauv ib xyoos ntawm ib ncig ntawm 5 lab tons.
Feem ntau, muaj kev xa khoom ntawm cov mines tseem ceeb hauv lub quarter thib plaub.Nyob rau tib lub sijhawm, txiav txim siab tias kev tsim cov npua hlau txawv teb chaws kuj tseem poob qis rau lub hli dhau los, qhov feem pua ​​​​ntawm cov hlau ore xa mus rau Tuam Tshoj yuav tsum rov qab los.Yog li ntawd, hlau ore xa mus rau Tuam Tshoj yuav nce xyoo-rau-xyoo thiab hli-rau-hli.Cov mines uas tsis yog lub hauv paus thiab cov mines hauv tsev yuav muaj qee qhov kev txo qis xyoo-rau-xyoo.Txawm li cas los xij, chav rau lub hli poob qis yog txwv.Tag nrho cov khoom siv hauv lub quarter thib plaub yog tseem nce ntxiv.
Chaw nres nkoj cov khoom muag tau khaws cia hauv lub xeev ntawm kev qaug zog
Kev sib sau ntawm cov hlau ore hauv cov chaw nres nkoj hauv ib nrab ntawm lub xyoo yog qhov pom tseeb heev, uas tseem qhia tau tias cov khoom siv xoob thiab qhov xav tau ntawm cov hlau ore.Txij thaum Lub Kaum Hli, qhov sib xyaw ua ke tau nrawm dua.Raws li lub Kaum Hlis 29, qhov chaw nres nkoj cov khoom lag luam hlau hlau tau nce mus rau 145 lab tons, tus nqi siab tshaj plaws nyob rau tib lub sijhawm hauv plaub xyoos dhau los.Raws li kev suav cov ntaub ntawv muab khoom, qhov chaw nres nkoj cov khoom lag luam tuaj yeem ncav cuag 155 lab tons los ntawm qhov kawg ntawm lub xyoo no, thiab qhov siab ntawm qhov chaw yuav ntau dua los ntawm lub sijhawm ntawd.
Tus nqi them nyiaj yug pib tsis muaj zog
Thaum Lub Kaum Hli Ntuj thaum ntxov, muaj me ntsis rov qab los ntawm kev lag luam hlau ore, ib nrab vim muaj kev cuam tshuam ntawm kev nce nqi dej hiav txwv freight.Lub sijhawm ntawd, C3 freight los ntawm Tubarao, Brazil mus rau Qingdao, Tuam Tshoj yog ib zaug ze rau US $ 50 / ton, tab sis tau muaj kev poob qis tsis ntev los no.Lub freight tau poob mus rau US $ 24 / ton rau lub Kaum Ib Hlis 3, thiab cov hiav txwv freight ntawm Western Australia mus rau Tuam Tshoj tsuas yog US $ 12./Ton.Tus nqi ntawm cov hlau ore hauv cov mines tseem ceeb yog qis dua US $ 30 / ton.Yog li ntawd, txawm hais tias tus nqi ntawm cov hlau ore tau poob qis heev, lub mine yog qhov tseem ceeb tseem muaj txiaj ntsig, thiab cov nqi them nyiaj sab nraud yuav tsis muaj zog.
Ntawm qhov tod tes, txawm hais tias tus nqi ntawm cov hlau ore tau ntaus tus nqi qis tshiab hauv lub xyoo, tseem muaj chav hauv qab no seb nws yog los ntawm qhov kev xav ntawm cov khoom siv thiab kev xav tau hauv paus lossis los ntawm tus nqi sab.Nws cia siab tias qhov xwm txheej tsis muaj zog yuav nyob twj ywm tsis hloov xyoo no.Txawm li cas los xij, nws xav tias tus nqi disk ntawm cov hlau ore yav tom ntej yuav muaj qee qhov kev txhawb nqa ze 500 yuan / tuj, vim tias qhov chaw tus nqi ntawm cov hmoov tshwj xeeb zoo sib xws rau tus nqi disk ntawm 500 yuan / ton yog ze 320 yuan / tuj, uas yog. ze rau qib qis tshaj hauv 4 xyoo.Qhov no tseem yuav muaj qee qhov kev txhawb nqa ntawm tus nqi.Nyob rau tib lub sijhawm, nyob rau hauv keeb kwm yav dhau tias cov nyiaj tau los ntawm ib tuj ntawm steel disk tseem siab, tej zaum yuav muaj nyiaj los luv luv ntawm cov qwj ore piv, uas txhawb nqa tus nqi ntawm cov hlau ore.