Intengo yephepha elilahliwe elingeniswa kwamanye amazwe iyaqhubeka nokwehla, okwenza abathengi base-Asia bathenge, kuyilapho i-India imisa ukukhiqizwa ukuze ibhekane nomthamo omkhulu wephepha.
Ngenkathi amakhasimende aseNingizimu-mpumalanga ye-Asia (SEA), eTaiwan naseNdiya eqhubeka nokufuna ukungeniswa kwe-container esetshenzisiwe (OCC) eshibhile emasontweni amabili edlule, amanye amakhasimende manje aseqalile ukuthola iphepha elivela eYurophu ngobuningi obukhulu. Lokhu kuholele abahlinzeki ukuthi baphakamise izipesheli ze-European OCC 95/5 e-Indonesia ngo-$10/ton kuleli sonto kanye naseMalaysia ngo-$5/ton.ibhokisi lamaswidi e-swisher amazon
I-Indonesia neMalaysia zidinga ukuthi izimpahla ezilahliwe ezingenisiwe zihlolwe ngaphambi kokuthunyelwa ezweni ezivela kulo, futhi intengo iphakeme ngamadola ayi-US5-15 ngethani kunamanye amazwe aseNingizimu-mpumalanga ye-Asia. Ngenxa yokwehla kwempahla yolwandle, umehluko wentengo unciphile uma kuqhathaniswa namadola ayi-US angu-20-30 ngethani langaphambilini. ubhontshisi omnandi we-boxer
Emazweni aseNingizimu-mpumalanga ye-Asia angahloliwe (ikakhulukazi iThailand neVietnam), amazinga okunikezwa kwabathengisi kwephepha elinsundu laseYurophu elisezingeni eliphezulu akhuphuke ngo-$5 ngethani. Kodwa-ke, abathengi esifundeni bathi isidingo semikhiqizo esiqediwe sihamba kancane ngenxa yokwehla kwamanani e-OCC eYurophu kanye nezindleko zokuthutha eziphansi olwandle. ibhikawozi lebhokisi elimnandi
Kunalokho, abahlinzeki bakhombe amazinga aphansi okuthengwa kwempahla eYurophu ehlobo futhi benqaba ukunciphisa amanani ngesonto eledlule lapho abathengi abakhulu eThailand naseVietnam befuna ukuthenga i-European OCC 95/5 ngaphansi kwama-$120 ngethani. Kodwa-ke, ukungezwani kwehla kuleli sonto njengoba izinkampani ezinkulu zephepha eVietnam zifika zizolanda iphepha. Imithombo ithe ukuphinda kufakwe amakhasimende kukhombisa ukwanda okungenzeka kwesidingo sokupakisha eNingizimu-mpumalanga ye-Asia ngemuva kokuqala kwenani elivamile ngoSepthemba. amakhekhe ebhokisi elimnandi
Abathengi eNingizimu-mpumalanga ye-Asia naseNdiya bathenga iphepha elinsundu laseYurophu ngenkathi benciphisa umkhiqizo ovela e-US, kuyilapho abahlinzeki base-US begcina amanani enyuka. ibhokisi le-pea elimnandi
Izimboni zephepha zaseNdiya naseShayina ngaphambili zaziyizimboni ezimbili ezinkulu zokungenisa iphepha likadoti lase-US e-Asia. Amandla azo okuthenga akhulisa amanani ephepha likadoti lase-US lapho isidingo sesifunda sincipha, ngezinye izikhathi ebacindezela emazingeni angakaze abonwe. Namuhla, izinkampani zephepha eNdiya zisebenzisa inani elikhulu le-US OCC kanye nephepha elihlanganisiwe ukuze kukhiqizwe i-pulp ephinde yasetshenziswa ethunyelwa eShayina. Ukuthunyelwa kwamanye amazwe kufaka phakathi imikhiqizo eseqediwe esetshenziswa abakhiqizi baseShayina njenge-pulp ephinde yasetshenziswa. ubhontshisi omnandi
Kwakuyithuba elihle kubakhiqizi baseNdiya, kamuva abatshala imali ekwakheni amandla amasha, ikakhulukazi imishini emincane enamandla angaphansi kwamathani ayi-100,000 ngonyaka, okuhloswe ngawo ukuhlangabezana nesidingo esikhulu eShayina. isibhakela sesayensi esimnandi
Ukuthunyelwa kwamanye amazwe kuzofika phezulu ngo-2021 kulandela ukuvinjelwa okuphelele kweShayina kokungeniswa kwemfucuza eqinile ekuqaleni kuka-2021. Kodwa lo mkhuba waqala ukushintsha ekupheleni kuka-2021. Abakhiqizi basekhaya abaphezulu njengeNine Dragons kanye neLee & Man bathutheleka eNingizimu-mpumalanga ye-Asia, ikakhulukazi eThailand, ukuze bakhe izimboni ezinkulu ze-pulp kanye ne-cardboard eziphinde zasetshenziswa ngenhloso yokuthumela imikhiqizo emuva eShayina.
ENdiya, isidingo se-pulp ephinde yasetshenziswa eya eShayina saqala ukuncipha ngasekupheleni kuka-2021 futhi saqhubeka nokwehla kusukela ngaleso sikhathi. Kodwa kusukela ngaleso sikhathi, imishini emisha eNdiya ibilokhu iqashwa, okuholele ekusetshenzisweni ngokweqile embonini yaseNdiya, futhi ama-oda e-pulp ephinde yasetshenziswa evela eShayina anyamalala futhi cishe awakwazi ukuphinda atholakale. isayensi emnandi yesibhakela
Ngakho-ke, kusukela ngoMashi kulo nyaka, izimboni zephepha enyakatho nasentshonalanga yeNdiya bezilokhu zamukela izindlela zokuvala ezihlobene nemakethe ngomzamo wokubambisana wokubhekana nokwehla kwamanani omkhiqizo oqediwe okubangelwa ubuningi emakethe yasekhaya. Okwamanje, abathengi baseNdiya bashintshele ephepheni laseYurophu elishibhile ngenkathi benciphisa ukungeniswa kwephepha labo elingcolile lase-US.
Abakhiqizi abanezixhumanisi neShayina bebelokhu bethenga iphepha elitholiwe e-US, yize inani lezinto liye lehla ngenxa yokwehla okuqhubekayo emnothweni waseShayina. Kodwa abanye abathengi besifunda banciphise inani lezinto ezilahliwe zase-US futhi bebenxusa abathengisi ukuthi behlise amanani. Lo mphumela ngokusobala uncishisiwe ukunikezwa okuncishisiwe kanye nokunciphisa ukusetshenziswa kabusha e-US, ngokuhambisana nokunciphisa ukusetshenziswa kwemali ngabathengi base-US.
Abahlinzeki abakhulu banesimo sengqondo esiqinile ngentengo ye-US double-sorting OCC (DS OCC 12) eNingizimu-mpumalanga ye-Asia, kodwa amaqembu okuhweba ngaphansi kwengcindezi yempahla avumile futhi enza izivumelwano. Ekugcineni, amanani e-US brown grades ahlala engashintshi ezindaweni eziningi zaseNingizimu-mpumalanga ye-Asia naseTaiwan. Ngesizathu esifanayo, amanani e-OCC aseJapan ahlala eqinile njengoba abahlinzeki bephikelela emananini. ibhokisi lama-tarts amnandi
Ngaphezu kwalokho, uma sibheka emuva emakethe yaseYurophu ngoMeyi, amanani e-kraft linerboard eJalimane naseFrance ayefana naka-Ephreli, kodwa amanani e-kraft linerboard e-Italy naseSpain ehle ngama-euro angu-20-30 / ithani phakathi nenyanga, futhi i-UK yayingaphansi kwengcindezi eqhubekayo. Ukwehla kwama-£20 / t kwakubangelwa kakhulu ukungeniswa kwezimpahla e-US okushibhile kanye negebe lamanani ngebhodi lezitsha eliphinde lasetshenziswa (RCCM).
Njengoba ukunikezwa kwamanye amazwe kusephezulu, izindleko zokufaka ziphansi kakhulu futhi isidingo sihamba kancane, imithombo ilindele ukuthi amanani e-kraftliner ehle kakhulu ngoJuni kanye/noma ngoJulayi ezimakethe eziningi njengoba imakethe ifinyelela ezingeni elithile ngamabhini asetshenzisiwe. I-Cardboard yehle kakhulu.
Nakuba izinga lokusebenza kwephepha lekhadibhodi elisetshenzisiwe liphansi, ukunikezwa kusephezulu. Ngokusho kwemithombo, ngokuqala kokuthengiswa kwe-Norske Skog's 210,000 t/y BM eBruck, e-Austria, umthamo omusha ungene ezimakethe zaseJalimane nase-Italy, futhi umthamo omusha uzobikwa maduze. Okwamanje, isidingo besilokhu sihamba kancane, sihambisana nomsebenzi wabathengi ophansi. Imithombo ithi futhi isidingo sebhodi lezitsha elisetshenzisiwe besibuthakathaka ngoMeyi, njengoba amanye amakhasimende elahla amasheya awo ngasekupheleni kuka-Ephreli ngemuva kokuba iHamburg imemezele ukuthi ukwenyuka kwentengo ngoMeyi akuphumelelanga ekugcineni. iklabhu yesibhakela sokuqina komzimba yesayensi emnandi
Kodwa-ke, amanani kulo lonke elaseYurophu ayezinzile kakhulu njengoba izimboni zebhodi lama-container eziphinde zasetshenziswa zibike ukuthi zisebenza cishe noma ngaphansi kwemingcele emazingeni amanje. Okuhlukile yi-Italy, lapho imithombo ibika khona ukwehla kwe-€20/t kwamanye amanani ebhodi lezitsha eliphinde lasetshenziswa ezingenisiwe asezingeni eliphezulu.
Amanani ebhodi eligoqekayo ayephansi kakhulu ngoMeyi, kodwa omunye umkhiqizi onezinkontileka ezivulekile ubike ukwehla okuncane kwe-€Intengo yayo iphezulu ngama-20-40/t, kanti omunye uthe ukwehla kwaqala ukubonakala. Amabhizinisi aqala ukwethuka ngoba isidingo sebhodi lokubhala sisazolile, ngokusho komunye umkhiqizi.
Njengesibonakaliso esicacile sezikhathi, iBhodi Yabaqondisi beMetsä ibike ukuthi izoxoxa ngoshintsho mayelana nokudilizwa kwesikhashana okungenzeka ezimbonini eziyisikhombisa zaseFinland. Le nkampani ithe izolungiselela ukulungisa umkhiqizo ukuze ikhokhele ukulethwa okuphansi, njengoba ukudilizwa kungenzeka kuthathe izinsuku ezingama-90 futhi kuthinte abasebenzi abayi-1,100. Naphezu kwalokhu, amaphrojekthi okufaka esikhundleni sepulasitiki asathuthuka ngesivinini esikhulu, futhi okulindelwe ngabaningi abaphendulile engxenyeni yesibili yonyaka kusalokhu kuqinile impela.
Isikhathi sokuthunyelwe: Juni-27-2023


