Tuam Tshoj tau teeb tsa kev lag luam hlau ore hauv 2023, nrog lub koom haum tsim los ntawm Beijing los ua tus neeg yuav khoom loj tshaj plaws ntawm cov khoom tseem ceeb hauv kev tsim steel sai li sai tau rau xyoo tom ntej. Mining cov khoom lag luam tau poob rau hnub Friday thaum cov khoom lag luam steel tau txais qee qhov txiaj ntsig ntawm kev lag luam dav dav muag-tawm
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Lub tuam txhab tsim tshiab Tuam Tshoj Mineral Resources Group, lub koom haum hauv xeev, tau npaj rau xyoo 2023 los pib yuav cov hlau ore rau ib ncig ntawm 20 ntawm cov tuam txhab hlau loj tshaj plaws hauv Suav teb, raws li Bloomberg Xov Xwm. Tuam Tshoj feem ntau yuav nyob ib ncig ntawm ob feem peb ntawm lub ntiaj teb kev lag luam cov hlau ore, tab sis lub koom haum tshiab tuaj yeem muab Tuam Tshoj sib koom ua ke ntau zog ntawm kev lag luam tus nqi thiab, nrog rau Tuam Tshoj txoj kev lag luam hlau loj, tuaj yeem cuam tshuam kev lag luam hlau hlau thoob ntiaj teb.
Tuam Tshoj Mineral Resources Group twb tau pib tham txog kev cog lus cog lus nrog hlau ore tsim cov thawj coj Rio Tinto (TXIV), Vale (Vale) thiab BHP Pawg (Health thiab kev nyab xeeb), Bloomberg tshaj tawm hnub Friday.
Tuam Tshoj lub xeev cov tuam txhab hlau thiab hlau, Baosteel, lub ntiaj teb cov tuam txhab hlau loj tshaj plaws, twb tau faib kev yuav ntau tshaj li ib nrab ntawm nws 2023 hlau ore imports rau Tuam Tshoj Mineral Resources Group, raws li Reuters.
Tsoomfwv Suav tau teeb tsa Tuam Tshoj Mineral Resources Group thaum lub caij ntuj sov nrog ib ncig ntawm $ 3 nphom hauv peev. Cov kws tshuaj ntsuam tau kwv yees tias Tuam Tshoj tuaj yeem tsim lub koom haum los tawm tsam yuav ua li cas cov neeg tsim khoom hlau sab saum toj tswj hwm tus nqi thoob ntiaj teb.
BHP Pawg CFO David Lamont lub caij ntuj sov no hais tias nws tsis txhawj xeeb txog Tuam Tshoj lub xeev lub koom haum tswj hwm tus nqi ntiaj teb.
Lamont tau hais tias "Kev lag luam yuav txheeb xyuas qhov twg tus nqi yuav tsum tau ua raws li cov khoom siv thiab kev xav tau," Lamont tau hais thaum lub rooj sib tham Australian's Strategic Business Forum thaum Lub Xya Hli.
Steel Markets Thiab Tuam Tshoj txoj kev lag luam
Covid-19 kev kis thoob ntiaj teb tau cuam tshuam cov khoom lag luam thoob ntiaj teb hauv ntau qhov kev lag luam, suav nrog hlau. Raws li ntau lub ntiaj teb slogged los ntawm kev kub ntxhov, kev thov rau steel poob. Steel xav tau pib tuaj txog thaum kawg ntawm 2020.
Xyoo 2021, Asmeskas cov nqi hlau tau nce siab mus rau txhua lub sijhawm siab, nce siab tshaj $ 1,900 ib tuj luv luv thaum Lub Yim Hli 2021. Cov nqi poob rau lub xyoo no thaum ntxov. Tom qab ntawd lawv tau nce mus txog ib ncig ntawm $ 1,500 rau ib qho luv luv ntawm cov yob kub dov (HRC) hauv lub Plaub Hlis tom qab Russia tau tawm tsam Ukraine. Ua ntej muaj kev sib kis, HRC tus nqi tau khiav ze li $ 500 ib tuj.
Hnub Friday, tus qauv HRC steel yav tom ntej tau nyob ib puag ncig $ 678 ib tuj luv. Tuam Tshoj tus steel rebar yav tom ntej tau ua lag luam ntawm kwv yees li $ 573.60 ib tuj hnub Friday.
Tuam Tshoj cov khoom lag luam, tom qab muaj kev lom zem ntau tshaj li ib hlis, tau poob tawm raws li Covid cov neeg mob hauv Suav teb tau nce sai sai tom qab lub tebchaws tau txo nws txoj cai txwv.
Cov kev txwv yooj yim ntawm kev mus ncig thiab kev cais tawm, suav nrog kev txo qis kev taug qab vim qhov kev sim nres, ua rau cov tub ua lag luam sab nraud ntawm Tuam Tshoj tsis meej pem txog yuav ua li cas saib xyuas lub ntiaj teb kev lag luam loj thib ob mus rau Suav Xyoo Tshiab nyob rau lub Ib Hlis.
Cov kws tshuaj ntsuam tsis cia siab tias yuav muaj kev hloov pauv sai rau Tuam Tshoj txoj kev lag luam tom qab "zero Covid" kev lag luam. Ntau tus kws tshuaj ntsuam xyuas kom ceev faj, ceeb toom tias nws yuav siv sij hawm ntau lub hlis los saib seb Tuam Tshoj txoj kev lag luam thiab kev lag luam teb li cas rau cov kev txwv yooj yim, Reuters tau tshaj tawm hnub Wednesday.
Yuav Ua Li Cas Tom Qab Dab Ntxaug Sab Nraud Lub Limtiam; Tsib Tshuag Saib
Steel Stocks Thiab Mining Plays
Mining stocks poob thaum hnub Friday kev ua lag luam ua lag luam, vim tias qhov ntsuas tseem ceeb tau txuas ntxiv kev poob qis txhua lub lim tiam. Rio Tinto poob 1.4% thaum Vale poob 2%. Lub caij no, BHP Group poob qis 0.8%.
Rio Tinto ua haujlwm ntev khob base rov qab mus rau lub Plaub Hlis. Shares ntawm London-raws li mining multinational muaj ib tug nom muas point ua 79.71. Tab sis tom qab hnub Friday, nws yuav muaj tus tuav ntawm ib daim ntawv qhia txhua lub lim tiam, muab nws 73.35 qhov yuav khoom.
Vale thiab BHP Tshuag yuav muaj khob-nrog-kuav cov ntsiab lus zoo li tom qab hnub Friday kaw.
Cov cuab yeej siv hnyav heev Kab ntsig (CAT) nce 0.9% rau 231.59, tuav kev txhawb nqa ntawm 50-hnub kab. CAT Tshuag muaj 239.95 yuav taw tes los ntawm lub hauv paus tshiab.
Ntawm cov khoom steel, Neeg Muaj Cuab Yeej (NUE) poob 0.4% thiab Steel Ua Yeeb Yam (STLD) poob 0.9%. Kev Lag Luam Metals Co. (CMC) ntxiv 1.4%.
STLD Tshuag thiab Cov Hlau Ua Lag Luam tau rov qab los ntawm 10-lub lim tiam kab.
Teb Chaws Asmeskas Cov Hlau (X) tau nce 5.9%, qis dua nws txoj kab 200-hnub. Cleveland-Cliff (CLF) nce siab dua hnub Friday.
Hnub Thursday sawv ntxov, Nucor coj qis qis ntawm Q4 cov nyiaj tau los, xa NUE Tshuag thiab nws cov phooj ywg poob qis. Tab sis Steel Dynamics thiab US Steel tau coj mus rau hnub Thursday hmo ntuj.
Tuam Tshoj cov hlau ore ua si los ntawm World Trade Organization tsis lees txais 2018 US steel thiab txhuas ntshuam se. Yav dhau los Thawj Tswj Hwm Donald Trump tau tso tariffs ntawm 25% rau txawv teb chaws hlau thiab 10% ntawm txhuas. Tuam Tshoj thiab lwm lub tebchaws tau tawm tsam cov se ua ntej WTO lub lim tiam dhau los txiav txim siab tias lawv tau ua txhaum txoj cai kev lag luam thoob ntiaj teb.
Thov ua raws li Kit Norton ntawm Twitter @KitNorton rau kev pab them nqi ntxiv.
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Tau qhov twg los: https://www.investors.com/news/steel-stocks-mining-giants-react-china-iron-ore-consortium-enters-market/?src=A00220&yptr=yahoo