Los ntawm Emily Chow, Dominique Patton
BEIJING (Reuters) - Tuam Tshoj tab tom dov tawm cov txheej txheem quota kom txwv kev xa tawm ntawm phosphates, cov khoom tseem ceeb ntawm cov chiv, nyob rau hauv ib nrab xyoo no, cov kws tshuaj ntsuam tau hais, hais txog cov ntaub ntawv los ntawm lub teb chaws cov neeg tsim khoom loj phosphate.
Cov quotas, teeb tsa zoo hauv qab xyoo dhau los cov khoom xa tawm, yuav nthuav dav Tuam Tshoj txoj kev cuam tshuam hauv kev ua lag luam kom lub hau ntawm cov nqi hauv tsev thiab tiv thaiv zaub mov kev ruaj ntseg thaum lub ntiaj teb cov nqi chiv tau hovering ze rau cov ntaub ntawv siab.
Lub Kaum Hli Ntuj dhau los, Tuam Tshoj kuj tau txav mus los txwv kev xa tawm los ntawm kev qhia txog qhov yuav tsum tau ua tshiab rau daim ntawv pov thawj tshuaj xyuas kom xa cov chiv thiab cov ntaub ntawv muaj feem xyuam, pab txhawb kom nruj thoob ntiaj teb cov khoom.
Fertilizer nqi tau buoyed los ntawm kev rau txim rau loj producers Belarus thiab Russia, thaum lub sij hawm nce nqi nplej yog boosting thov rau phosphate thiab lwm yam qoob loo as-ham los ntawm cov neeg ua liaj ua teb thoob ntiaj teb.
Tuam Tshoj yog lub ntiaj teb tus loj tshaj plaws phosphates exporter, shipping 10 lab tonnes xyoo tas los, los yog li ntawm 30% ntawm tag nrho cov lag luam ntiaj teb no. Nws cov neeg yuav khoom zoo tshaj plaws yog Is Nrias teb, Pakistan thiab Bangladesh, raws li Suav cov ntaub ntawv kev lis kev cai.
Tuam Tshoj zoo li tau tshaj tawm cov quotas xa tawm rau tsuas yog ntau tshaj 3 lab tonnes ntawm phosphates rau cov neeg tsim khoom rau ib nrab xyoo no, hais tias Gavin Ju, Tuam Tshoj chiv tshuaj ntsuam xyuas ntawm CRU Group, hais txog cov ntaub ntawv los ntawm cov neeg tsim khoom lag luam uas tau ceeb toom los ntawm tsoomfwv hauv nroog. txij thaum lub Rau Hli.
Qhov ntawd yuav kos 45% poob los ntawm Tuam Tshoj txoj kev xa khoom ntawm 5.5 lab tonnes nyob rau tib lub sijhawm xyoo dhau los.
Lub National Development thiab Reform Commission, Tuam Tshoj lub koom haum npaj lub xeev muaj zog, tsis tau teb rau qhov kev thov tawm tswv yim ntawm nws cov quota faib, uas tsis tau tshaj tawm rau pej xeem.
Sab saum toj phosphates cov neeg tsim khoom Yunnan Yuntianhua, Hubei Xingfa Chemical Group thiab lub xeev Guizhou Phosphate Chemical Group (GPCG) tsis teb hu lossis tsis kam tawm tswv yim thaum hu los ntawm Reuters.
Cov kws tshuaj ntsuam xyuas ntawm S&P Global Commodity Insights tau hais tias lawv kuj xav kom muaj quota txog 3 lab tonnes hauv ib nrab thib ob.
(Daim duab: Tuam Tshoj tag nrho phosphate xa tawm hloov kho, )
Txawm hais tias Tuam Tshoj tau tshaj tawm txoj haujlwm xa tawm ntawm cov chiv hauv yav dhau los, qhov kev ntsuas tshiab tshaj tawm nws thawj zaug siv daim ntawv pov thawj tshuaj xyuas thiab xa tawm quotas, cov kws tshuaj ntsuam tau hais.
Lwm cov neeg tsim khoom loj ntawm phosphates, xws li dav siv diammonium phosphate (DAP), suav nrog Morocco, Tebchaws Meskas, Russia thiab Saudia Arabia.
Kev nce nqi ntawm cov nqi xyoo tas los no tau ua rau muaj kev txhawj xeeb rau Beijing, uas yuav tsum tau lav zaub mov ruaj ntseg rau nws 1.4 billion tus neeg txawm tias tag nrho cov nqi kev lag luam nce ntxiv.
Cov nqi suav hauv Suav tseem nyob ntawm qhov luv nqi rau cov nqi thoob ntiaj teb, txawm li cas los xij, thiab tam sim no kwv yees li $ 300 qis dua $ 1,000 ib tonne hais hauv Brazil, txhawb kev xa tawm.
Tuam Tshoj cov phosphate exports tau nce nyob rau hauv thawj ib nrab ntawm 2021 ua ntej yuav poob rau lub Kaum Ib Hlis, tom qab qhov yuav tsum tau rau daim ntawv pov thawj soj ntsuam tau qhia.
DAP thiab monoammonium phosphate exports nyob rau hauv thawj tsib lub hlis ntawm lub xyoo no tag nrho 2.3 lab tonnes, nqis 20% los ntawm ib xyoo dhau los.
(Daim duab: Tuam Tshoj sab saum toj DAP export lag luam, )
Kev txwv kev xa tawm yuav txhawb nqa tus nqi siab thoob ntiaj teb, txawm tias lawv hnyav rau qhov kev thov thiab xa cov neeg yuav khoom nrhiav lwm qhov chaw, cov kws tshuaj ntsuam tau hais.
Cov neeg yuav khoom sab saum toj Is Nrias teb tsis ntev los no tau tshaj tawm tus nqi xa khoom raug tso cai them rau DAP ntawm $ 920 ib tonne, thiab kev thov los ntawm Pakistan kuj tau kaw vim tus nqi siab, hais tias S&P Global Commodity Insights.
Txawm hais tias tus nqi tau nqis me ntsis hauv lub asthiv tsis ntev los no raws li kev ua lag luam hloov mus rau qhov cuam tshuam ntawm Ukraine ntsoog, lawv yuav poob ntau dua yog tias tsis yog rau Tuam Tshoj cov khoom xa tawm, hais tias Glen Kurokawa, CRU phosphates kws tshuaj ntsuam.
"Muaj qee qhov chaw, tab sis feem ntau kev lag luam nruj," nws hais.
Qhia los ntawm Emily Chow, Dominique Patton thiab Beijing xov xwm; Hloov kho los ntawm Edmund Klamann
Post lub sij hawm: Lub Xya hli ntuj-20-2022