Me ka hoʻomau ʻana o ka hakakā ma waena o Rusia a me Ukraine, ʻo Rusia a me Ukraine ma ke ʻano he mau ʻāina hoʻokuʻu aku i nā electrode graphite a Kina, e hoʻokumu anei i kahi hopena ma ka hoʻokuʻu aku ʻana i nā electrode graphite a Kina?
ʻO ka mea mua, nā mea maka
Ua hoʻonui ke kaua ma waena o Rusia a me Ukraine i ka neʻe ʻana o ka mākeke aila, a me ka haʻahaʻa o nā waihona a me ka nele o ka mana keu a puni ka honua, ʻo ka piʻi ʻana o nā kumukūʻai aila wale nō paha e hoʻēmi i ke koi. Hoʻopilikia ʻia e nā loli o ka mākeke aila maka, hōʻike nā kumukūʻai o ka petroleum coke kūloko a me ka nila coke i ka piʻi ʻana.
Ua hōʻike ke kumukūʻai o ka petroleum coke ma hope o ka lā hoʻomaha i ʻekolu piʻi mau, ʻehā mau piʻi mau, e like me ka hoʻokuʻu ʻana o ka pāpāho, ʻo ke kumukūʻai coking petrochemical jinxi he 6000 yuan/ton, i piʻi ʻia he 900 yuan/ton ma ke kumu makahiki, ʻo ke kumukūʻai ʻo Daqing Petrochemical he 7300 yuan/ton, i piʻi ʻia he 1000 yuan/ton ma ke kumu makahiki.
Ma hope o ka hōʻike ʻana o ka ʻahaʻaina, ua piʻi pālua ka nila Coke, ʻo ka nui o ka piʻi ʻana o ka nila Coke ʻaila he 2000 yuan/ton, a ʻo ke kumukūʻai o ka nila Coke ʻaila i kuke ʻia he 13,000-14,000 yuan/ton, a ʻo ka awelika o ka piʻi ʻana o ka mahina he 2000 yuan/ton. Ua piʻi pū ke kumukūʻai nila Coke ʻaila i lawe ʻia mai he 2000-2200 yuan/ton, a ua hoʻopilikia ʻia e ka nila Coke ʻaila, a ua piʻi pū ke kumukūʻai nila Coke ʻaila i kekahi ʻano. Ua piʻi pū ke kumukūʻai nila Coke ʻaila i kuke ʻia me ka nila Coke ʻaila i 110-12,000 yuan/ton, a ʻo ka awelika o ka piʻi ʻana o ka mahina he 750 yuan/ton. Ua ʻōlelo ʻia he 1450-1700 USD/ton ka nui o ka nila Coke ʻaila i lawe ʻia mai.
ʻO Rusia kekahi o nā mea hana ʻaila ʻekolu kiʻekiʻe loa o ka honua, e helu ana i 12.1% o ka hana ʻaila maka honua i ka makahiki 2020, me nā mea hoʻokuʻu aku i ʻEulopa a me Kina. Ma keʻano laulā, ʻo ka lōʻihi o ke kaua Rusia-Ukraine i ka wā ma hope e loaʻa ka hopena nui i nā kumukūʻai aila. Inā lilo ke kaua "blitzkrieg" i "kaua hoʻomau", manaʻo ʻia e loaʻa ka hopena hoʻoikaika mau i nā kumukūʻai aila. A inā holo pono nā kūkākūkā maluhia ma hope a pau koke ke kaua, hiki i kēlā ke kau i ke kaomi i lalo i nā kumukūʻai aila, i hoʻokiʻekiʻe ʻia. ʻO ka hopena, e noho aliʻi mau ana nā kumukūʻai aila i ka wā pōkole e ke kūlana Lūkini-Ukraine. Mai kēia manaʻo, ʻaʻole maopopo ke kumukūʻai o ka electrode graphite.
ʻO ka lua, hoʻokuʻu aku
I ka makahiki 2021, ʻo ka hana a Kina no ka electrode graphite ma kahi o 1.1 miliona tons, kahi i hoʻokuʻu ʻia aku ai he 425,900 tons, e helu ana i 34.49% o ka hana makahiki a Kina no ka electrode graphite. I ka makahiki 2021, ua hoʻokuʻu aku ʻo Kina i 39,400 tons o nā electrodes graphite mai ka Russian Federation a me 16,400 tons mai Ukraine, e helu ana i 13.10% o ka huina o nā mea i hoʻokuʻu aku ai i ka makahiki 2021 a me 5.07% o ka hana makahiki a Kina no nā electrodes graphite.
I nā hapaha ʻekolu mua o 2021, ʻo ka hana a Kina o ka electrode graphite ma kahi o 240,000 tons. Ma ke ʻano o nā palena hana palekana kaiapuni ma Henan, Hebei, Shanxi a me Shandong, ʻike paha ka hapaha mua o 2022 i ka emi ʻana o ka makahiki ma kahi o 40%. I ka hapaha mua o 2021, ua hoʻokuʻu aku ʻo Kina i ka huina o 0.7900 tons o nā electrodes graphite mai ka Russian Federation a me Ukraine, ʻo ia hoʻi ka emi ma lalo o 6%.
I kēia manawa, ke hoʻomaka hou nei ka hana ʻana o ka umu pahū ma hope o ka umu uila, ka umu kila a me ka ʻoihana kila ʻole o ka electrode graphite i kekahi ma hope o kekahi, me ke kūʻai ʻana o "kūʻai i luna ʻaʻole kūʻai i lalo", ʻo ka emi iki ʻana o nā mea i hoʻokuʻu ʻia aku he mea paʻakikī ke loaʻa kahi hopena ma ka mākeke electrode graphite kūloko.
No laila, ma ke ʻano holoʻokoʻa, i ka wā pōkole, ʻo ke kumukūʻai ke kumu nui e hoʻopilikia nei i ka mākeke electrode graphite o Kina, a ʻo ka hoʻihoʻi ʻana o ke koi ke kuleana o ka puhi ʻana.
Ka manawa hoʻouna: Malaki-04-2022