Lintlha tse kenyelletsang likhohlano tsa Russia le Ukraine, tse matlafatsang moruo, tlhokahalo e matla ea kamora seoa le lithibelo tse ntseng li tsoela pele tsa thepa li behile khatello e kholo ho liketane tsa phepelo likhoeling tse sa tsoa feta, e leng se ileng sa baka lirekoto tse ngata tsa litheko tsa tšepe le thepa ea liminerale.Keketseho e ntseng e tsoela pele ea litheko tsa tšepe le lirafshoa, hammoho le tsitsipano e ntseng e phahama ea lipolotiki, e ka lebisa liphetohong tsa nako e telele tsa mebaraka.Robin Griffin, motlatsi oa mopresidente oa boeletsi ba machaba WoodMac, o boletse hore le haeba tlhahiso ea Russia e tsielehile ka nako e telele, phapang e kholo ea litheko le litšenyehelo tsa tlhahiso e ke ke ea tsoela pele ka nako e sa lekanyetsoang.
“Ha re sheba liphaello tse sa reng letho tsa lik’hamphani tsa morao-rao tsa merafo li bontša hore ka phaello ea phaello e ka holimo ho litloaelo tsa histori, liphapang tse kholo joalo tsa litheko le litšenyehelo tsa tlhahiso ha li na monyetla oa ho tsoela pele ka nako e sa lekanyetsoang.Ho feta moo, litšitiso likamanong tsa lebatooa le litheko tsa lihlahisoa le tsona li bonts'a ho fokola ha litheko.Mohlala , litheko tsa tšepe tsa Asia li lula li bataletse, ha litheko tsa tšepe le mashala a metallurgic li ntse li tsoela pele ho phahama ka lebaka la tšusumetso ea tsona ho litšenyehelo tsa tlhahiso ea tšepe."
Litheko tse ntseng li eketseha ho se tsitse ha Matla a Mang le Mahlale a Batloang
Khohlano ntle le pelaelo e tla siea letšoao le sa hlakoheng limmarakeng tse ling tsa thepa.Hajoale, karolo ea khoebo ea Russia e khelosoa ho tloha Europe ho ea Chaena le India, e ka bang ts'ebetso ea nako e telele, athe ho nka karolo ha Bophirimela ho indasteri ea tšepe le merafo ea Russia ho ntse ho le tlase.Esita le ho hlokomoloha lintlha tsa geopolitical, theko ea theko ka boeona e tla ba le monyetla oa ho fetoha.
Taba ea pele, ho phahama ha litheko ho ka lebisa ho se kholiseheng mabapi le tšebeliso ea chelete.Le hoja ho phahama ha joale ha litheko tsa tšepe le liminerale ho entse hore lik'hamphani tse ngata li tsetele katolosong, ho se tsitse ha theko e ntseng e phahama ho tla etsa hore lichelete tsa bo-ramatsete li se ke tsa tsitsa."Ha e le hantle, ho hloka botsitso ho feteletseng ho ka ba le phello e fapaneng, kaha lichelete li lieha ho etsa liqeto ho fihlela maemo a ntlafala," ho boletse WoodMac.
Ea bobeli, phetoho ea matla a lefats'e, haholo-holo mashala a chesang ho ea ho mefuta e meng ea libeso, e hlakile.Haeba litheko li lula li le holimo, mekhoa e meng ea theknoloji e ka boela ea potlakisa ho kenella indastering ea matla le tšepe, ho kenyeletsoa le ho hlaha hoa pele ha litheknoloji tsa khabone e tlase joalo ka tšepe e fokolitsoeng ka hydrogen-based.
Litšeng tsa betri, tlholisano ea lik'hemik'hale tsa betri le eona e kanna ea matlafala ha litheko tse phahameng tsa lisebelisoa tsa betri tsa lithium-ion li khothaletsa baetsi ho fetohela ho lik'hemik'hale tse ling tse kang lithium iron phosphate."Litheko tse phahameng tsa matla li hlahisa mefuta e mengata ea likotsi tse sebelisoang lefatšeng ka bophara, tse ka amang tlhokahalo ea tšepe le lihlahisoa tsa liminerale."
Theko ea Lichelete ea Merafo e ea Hola
Ho feta moo, inflation ea merafong e ntse e phahama haholo ha litheko li ntse li theola maikutlo ho tloha ho thibela litšenyehelo le ho phahama ha litheko tsa ho kenya letsoho.Joalo ka ha e le 'nete ka lihlahisoa tsohle tsa merafo, litšenyehelo tse phahameng tsa basebetsi, diesel le motlakase li sentse mathata a bona.Libapali tse ling li bolela esale pele ka lekunutu ka litheko tse phahameng tsa theko. ”
Li-indices tsa theko le tsona li tlas'a khatello.Qeto ea morao-rao ea LME ea ho emisa khoebo ea nickel le ho hlakola khoebo e phethiloeng e entse hore basebelisi ba phapanyetsano ba thekesele.
Nako ea poso: May-24-2022