(Bloomberg) - Cov neeg ua haujlwm tooj liab tau txhawb cov khoom tsim tawm thaum kawg tom qab ob peb xyoos ntawm kev ua haujlwm tsis zoo. Tab sis nws yuav tsis txaus los txhawb nqa cov khoom lag luam los ntawm cov keeb kwm qis qis, ua kom cov khoom siv nruj hauv kev lag luam tseem ceeb rau kev hloov pauv lub zog.
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Yog vim li cas yog lub hwj chim ntawm lub peev xwm ntawm lub ntiaj teb smelters, uas nws lub luag hauj lwm tig ore mus rau hauv hlau ua rau lawv ib tug tseem ceeb cog nyob rau hauv lub mov saw ntawm miners thiab manufacturers ntawm cov khoom ntawm cov xov tooj ntawm tes thiab cua txias units rau hluav taws xob tsheb.
Ye Jianhua, tus kws tshuaj ntsuam ntawm Shanghai Metals Market tau hais tias "Tsis muaj peev xwm smelting txaus nyob ib puag ncig,". Ib qho ntxiv ntawm kuv qhov kev tsim khoom yuav "tsis yooj yim txo qhov nruj uas cuam tshuam nrog cov khoom lag luam tooj liab uas tsis tshua zoo rau xyoo tom ntej," nws hais.
Lub zeem muag ntawm nthwv dej ntawm cov khoom tau ntsib los ntawm kev hloov pauv tsis txaus muaj peev xwm raug cuam tshuam los ntawm kev nce nqi los hloov cov khoom siv semi-processed ores, los yog concentrates, rau hauv cov hlau zoo. Cov levies, hu ua kev kho mob thiab kho kom zoo, raug txiav tawm ntawm tus nqi ntawm cov concentrates thiab yog tus tsav tsheb tseem ceeb ntawm kev muaj txiaj ntsig rau cov smelters nrog rau ntau tus tub luam.
Benchmark tus nqi smelting txhua xyoo tau dhia 35% mus rau qhov siab tshaj plaws hauv rau xyoo thaum lawv tau pom zoo rau hnub Thursday los ntawm US miner Freeport-McMoRan Inc. thiab Suav smelters ntawm kev lag luam sib sau ua ke hauv Singapore. Tuam Tshoj suav txog li ib nrab ntawm kev siv tooj liab thoob ntiaj teb thiab nws txoj kev lag luam smelting yog lub ntiaj teb coob tshaj plaws.
Ntau tus tub lag luam, miners thiab cov kws tshuaj ntsuam tau hais tias lawv cia siab tias yuav tsim cov tooj liab concentrates nyob rau xyoo tom ntej. Qee tus tau cia siab tias yuav muaj cov khoom lag luam thoob ntiaj teb nce ntxiv ntawm 500,000 tons ntawm tooj liab cov ntsiab lus lossis ntau dua. Tab sis lub smelter bottleneck txhais tau hais tias feem ntau cia siab tias yuav ua lag luam rau tooj liab hlau - daim ntawv uas teev tus nqi ntawm lub London Hlau Txauv - yuav pom ntau npaum li cas ntawm cov nyiaj seem, yog tias tag nrho.
Ntawm ib sab, cov khoom siv tooj liab yuav loj hlob sai tshaj plaws nyob rau hauv xya xyoo, raws li International Copper Study Group, nrog kev tsim khoom nce hauv Africa thiab Latin America, raws li ntau lub mines tshiab - suav nrog Anglo American Plc's Quellaveco mine hauv Peru thiab Teck Resources. Ltd.'s Quebrada Blanca 2 qhov project hauv Chile - nce peev.
Ntawm qhov tod tes, lub peev xwm smelting thoob ntiaj teb yuav nthuav dav dua qeeb. Tuam Tshoj tau tsav tsheb loj zuj zus nyob rau xyoo tas los no, thiab thaum nws cov txiaj ntsig tau xav tias yuav nce xyoo tom ntej, nws yuav tsis ua raws li qhov nce hauv kuv cov khoom.
Txawm tias muaj peev xwm uas twb muaj lawm tau txwv. Suav smelters tau ntsib kev cuam tshuam ntau ntxiv nyob rau xyoo tas los no, suav nrog los ntawm kev siv hluav taws xob thiab tsoomfwv kev siv zog los txo qis zog thiab kev siv, hais tias Xu Yulong, tus thawj coj ntawm Tuam Tshoj Copper International Trading Group tau hais.
Thaum Suav cov neeg sawv cev smelter tau ntsib cov thawj coj ntawm cov tuam txhab mining saum toj kawg nkaus lub lim tiam no hauv Singapore los sib tham txog kev cog lus cog lus rau xyoo tom ntej, cov neeg ua haujlwm ntawm Tuam Tshoj Copper tau hais txog kev cuam tshuam tsis tu ncua, suav nrog kev teem sijhawm txiav rau kev ua tiav vim yog npaj hloov chaw ntawm lub smelter hauv Yunnan xeev, raws li rau ob tug neeg paub txog kev hais lus.
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Qhov kev pom zoo uas kuv cov khoom siv thiab cov khoom siv smelting yuav tsis sib haum rau qee lub sijhawm tuaj yeem tseem tuaj yeem ua tsis ncaj ncees lawm - thiab nws yuav tsis yog thawj zaug uas cov tub lag luam tau ua txhaum los ntawm qhov zoo li qhov tseeb hauv kev lag luam tooj liab.
Cov miners tuaj yeem ntsib cov teeb meem uas tsis tau pom dua los txhawb kev tsim khoom. Tuam Tshoj cov smelters tuaj yeem ua tiav ntau dua li qhov xav tau. Ib qho kev lag luam thoob ntiaj teb poob qis yuav cuam tshuam qhov kev thov rau tooj liab thiab ua rau cov smelters tsis ua haujlwm.
Thiab txawm hais tias qhov kev cia siab rau lub sijhawm luv luv yog rau cov khoom siv ntau ntawm cov tooj liab, ob peb xav tias qhov tsis sib haum xeeb yuav kav ntev. Peb lub tuam txhab tshiab smelters sab nraud Tuam Tshoj tau npaj rau lub sijhawm thib ob ntawm 2024, los ntawm Adani Enterprises Ltd. hauv Is Nrias teb, Freeport McMoRan hauv Indonesia thiab Ivanhoe Mines Ltd. ntawm nws cov mine Kamoa-Kakula hauv Democratic Republic of Congo.
Cov miners loj, lub sijhawm no, tau ceeb toom txog qhov tsis txaus ntawm cov khoom siv tseem ceeb pib nyob rau nruab nrab ntawm lub xyoo caum, tsis muaj cov haujlwm tshiab txaus los ua kom nrawm nrog qhov kev thov uas tau npaj ua kom tawg ua tsaug rau lub zog hloov pauv ntawm fossil fuels.
Hauv kev hais lus ntawm gala noj hmo hauv Singapore lub lim tiam no, Maximo Pacheco, tus thawj coj ntawm Chile lub xeev lub tuam txhab tooj liab Codelco, tau hais tias nws xav tias yuav muaj nyiaj txaus nyob rau lub sijhawm luv. Tab sis nws tau ceeb toom tias: "Nyob rau lub sijhawm nruab nrab qhov tseeb yuav yog qhov tsis sib xws - qhov kev thov yuav nyob deb tshaj qhov khoom siv."
- Nrog kev pab los ntawm Archie Hunter thiab Mark Burton.
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