(Izimvo ezichazwe apha zezombhali, uClyde Russell, umbhali wemihlathi kwiReuters.)
Amalahle aseSeaborne abe ngophumeleleyo othe cwaka phakathi kwemveliso yamandla, eswele ingqwalasela ephezulu ye-oyile ekrwada kunye nerhasi yendalo engamanzi (LNG), kodwa isonwabela iinzuzo ezinamandla phakathi kwemfuno ekhulayo.
Omabini amalahle ashushu, asetyenziswa kwimizi-mveliso yombane, kunye namalahle okuphekela, asetyenziselwa ukwenza intsimbi, aye asebenza ngamandla kwiinyanga zakutshanje.Kwaye kuzo zombini ezi meko umqhubi ebeyi-China, umvelisi omkhulu wehlabathi, ongenisa ngaphandle kunye nomthengi wamafutha.
Kukho izinto ezimbini kwimpembelelo yaseTshayina kwiimarike zamalahle elwandle e-Asia;imfuno eyomeleleyo njengoko uqoqosho lwaseTshayina lubuyela kwakhona kubhubhani we-coronavirus;kunye nokukhetha komgaqo-nkqubo weBeijing ukuthintela ukuthengwa kwempahla evela e-Australia.
Zombini ezi zinto zibonakaliswe kumaxabiso, kunye nomgangatho ophantsi wamalahle ashushu asuka e-Indonesia ngoyena mxhamli mkhulu.
Isalathiso seveki samalahle e-Indonesia anexabiso lamandla angama-4,200 eekilocalories ngekhilogram (kcal/kg), njengoko kuvavanywa yi-arhente yengxelo yexabiso lempahla ye-Argus, inyuke phantse kwikota ezintathu ukusuka kwi-2021 yayo ephantsi ye-36.81 yeetoni ukuya kwi-63.98 yeedola ngeveki ukuya kutsho kwi-63.98 yeedola ngeveki ukuya kutsho kwi-12. Nge-2 kaJulayi.
Kukho imfuno yokutsalwa kwento enceda ukunyusa amaxabiso amalahle ase-Indonesia, ngedatha esuka kubahlalutyi bemveliso i-Kpler ebonisa i-China ingenisa ngaphandle i-18.36 yezigidi zeetoni ukusuka koyena mthumeli mkhulu wehlabathi wamalahle ashushu ngoJuni.
Lo ibingowesibini ngobukhulu ngenyanga i-China ethe yasuka e-Indonesia ngokweerekhodi ze-Kpler ezibuyela emva kuJanuwari ka-2017, zisithwe kuphela nge-25.64 yezigidi zeetoni zikaDisemba.
I-Refinitiv, efana ne-Kpler ilandelela iintshukumo zeenqanawa, inokuthengwa kwempahla evela e-China evela e-Indonesia noko isezantsi ngoJuni nge-14.96 yezigidi zeetoni.Kodwa ezi nkonzo zimbini ziyavuma ukuba le ibiyinyanga yesibini ephezulu kwirekhodi, kunye nedatha yeRefinitiv ibuyela kuJanuwari ka-2015.
Bobabini bayavuma ukuba ukuthengwa kwempahla evela e-China evela e-Australia kuye kwehla ukuya kutsho ku-zero ukusuka kumanqanaba amalunga ne-7-8 yezigidi zeetoni ngenyanga ekhoyo de kwavalwa ukuvalwa kweBeijing ngokungekho semthethweni embindini wonyaka ophelileyo.
I-China iyonke yokungeniswa kwamalahle evela kumazwe angaphandle ngoJuni ibiziitoni ezizigidi ezingama-31.55, ngokutsho kwe-Kpler, kunye nezigidi ezingama-25.21 ngokweRefinitiv.
I-Australia iphinda ibuyele
Kodwa ngelixa iOstreliya, eyesibini ngobukhulu umthengisi wamalahle ashushu kunye neyona inkulu yamalahle okuphekela, inokuba iphulukene nemarike yaseTshayina, ikwazile ukufumana ezinye iindlela kwaye nexabiso lamalahle ayo linyuke ngamandla.
I-Benchmark high-grade thermal coal enexabiso lamandla e-6,000 kcal / kg kwi-port yaseNewcastle yaphela ngeveki edlulileyo kwi-135.63 yeetoni, eyona iphakamileyo kwiminyaka eyi-10, kwaye inyuke ngaphezu kwesiqingatha kwiinyanga ezimbini ezidlulileyo.
Eli nqanaba lamalahle lithengwa ikakhulu yiJapan, iSouth Korea neTaiwan, ezikwelena emva kweTshayina neIndiya njengamazwe ahamba phambili eAsia angenisa amalahle ngaphandle.
La mazwe mathathu angenise i-14.77 yezigidi zeetoni zazo zonke iintlobo zamalahle e-Australia ngoJuni, ngokuka-Kpler, ezantsi ukusuka kwi-17.05 yezigidi zikaMeyi, kodwa enyuka ngamandla ukusuka kwi-12.46 yezigidi ngoJuni ka-2020.
Kodwa oyena msindisi wamalahle ase-Australia ibe yiIndiya, ethe yangenisa irekhodi le-7.52 yezigidi zeetoni zawo onke amabanga ngoJuni, ukusuka kwi-6.61 yezigidi ngoMeyi kunye ne-2.04 yezigidi ngoJuni ka-2020.
I-Indiya ithanda ukuthenga amalahle e-thermal yodidi oluphakathi e-Australia, athengisa ngesaphulelo esikhulu ukuya kwi-6,000 kcal/kg fuel.
U-Argus uvavanye i-5,500 kcal/kg amalahle eNewcastle nge-78.29 yeedola ngetoni ngoJulayi 2. Ngelixa eli bakala liphindeke kabini ukusuka kwi-2020 lows yalo, lisezantsi nge-42% kunexabiso eliphezulu lamafutha athandwayo ngabathengi baseMntla Asia.
Amanani okuthunyelwa kwamalahle e-Australia ubukhulu becala abuyile ekubetheni okubangelwe kukuvalwa umlomo kweTshayina kunye nokulahleka kwemfuno kubhubhani we-coronavirus.U-Kpler uvavanye ukuthunyelwa kwempahla kaJuni kwi-31.37 yezigidi zeetoni zawo onke amabanga, ukusuka kwi-28.74 yezigidi ngoMeyi kunye ne-27.13 yezigidi ukusuka ngoNovemba, eyeyona nyanga ibuthathaka ngo-2020.
Ngokubanzi, kucacile ukuba isitampu saseTshayina siphezu kwe-rally yangoku kumaxabiso amalahle: imfuno yayo eqinile iphakamisa amalahle ase-Indonesian, kwaye ukuvalwa kwayo ekuthengisweni kwe-Australia kunyanzelisa ukulungelelaniswa kwakhona kokuhamba kwezorhwebo e-Asia.
(Ihlelwa nguKenneth Maxwell)
Ixesha lokuposa: Jul-12-2021