Intengo yephepha elingcolile elingeniswe eYurophu esifundeni saseNingizimu-mpumalanga ye-Asia (i-SEA) kanye ne-India yehle kakhulu, okuholele ekushintsheni kwentengo yephepha elingcolile elingeniswe livela e-United States naseJapan esifundeni. Ithintwe ukukhanselwa okukhulu kwama-oda eNdiya kanye nokuwohloka komnotho okuqhubekayo eShayina, okuye kwathinta imakethe yokupakisha esifundeni, intengo yephepha elingcolile laseYurophu elingu-95/5 eNingizimu-mpumalanga ye-Asia kanye ne-India yehle kakhulu isuka ku-$260-270/ton maphakathi noJuni. $175-185/ton ngasekupheleni kukaJulayi.
Kusukela ngasekupheleni kukaJulayi, imakethe iqhubeke nokwehla. Intengo yephepha likadoti elisezingeni eliphezulu elingeniswe eYurophu eNingizimu-mpumalanga ye-Asia iqhubekile nokwehla, yafinyelela ku-US$160-170/ton ngesonto eledlule. Ukwehla kwentengo yephepha likadoti laseYurophu eNdiya kubonakala sengathi kuyekile, kwavalwa ngesonto eledlule cishe ku-$185/t. Izimboni ze-SEA zithi ukwehla kwentengo yephepha likadoti laseYurophu kubangelwa amazinga endawo ephepha likadoti eliphinde lasetshenziswa kanye nenani elikhulu lemikhiqizo eqediwe.
Kuthiwa imakethe yamakhadibhodi e-Indonesia, eMalaysia, eThailand naseVietnam isebenze kahle kakhulu ezinyangeni ezimbili ezedlule, njengoba amanani ephepha elihlanganisiwe elisetshenziswe kabusha emazweni ahlukahlukene efika ngaphezu kwama-US$700/ton ngoJuni, esekelwa yizomnotho wasekhaya. Kodwa amanani endawo ephepha elihlanganisiwe elisetshenziswe kabusha ehle afinyelela ku-$480-505/t kule nyanga njengoba isidingo sehlile futhi izimboni zamakhadibhodi zivaliwe ukuze zibhekane nalokhu.
Ngesonto eledlule, abahlinzeki ababebhekene nengcindezi yempahla baphoqeleka ukuba bayeke futhi bathengise imfucuza yase-US enguNombolo 12 e-SEA ngo-$220-230/t. Base bezwa ukuthi abathengi baseNdiya babebuya emakethe futhi bethola amaphepha angcolile angeniswe kwamanye amazwe ukuze bahlangabezane nesidingo esikhulayo sokupakisha ngaphambi kwesizini yendabuko yekota yesine yesikhathi esiphezulu eNdiya.
Ngenxa yalokho, abathengisi abakhulu balandela isibonelo ngesonto eledlule, benqaba ukwenza ezinye izindlela zokunciphisa intengo.
Ngemva kokwehla okukhulu, abathengi nabathengisi bahlola ukuthi izinga lentengo yephepha elilahliwe liseduze noma liyehla yini. Nakuba amanani ehle kangaka, izinkampani eziningi azikaboni izimpawu zokuthi imakethe yokupakisha yesifunda ingase ilulame ekupheleni konyaka, futhi azithandi ukwandisa amasheya azo ephepha elilahliwe, kusho i-Independent. Kodwa-ke, amakhasimende anyuse ukungeniswa kwawo kwephepha elilahliwe ngenkathi enciphisa inani lephepha elilahliwe lendawo. Amanani ephepha elilahliwe lasekhaya eNingizimu-mpumalanga ye-Asia asazungeza u-$200/ithani.
Isikhathi sokuthunyelwe: Septhemba-08-2022
