Lub ntiaj teb tab tom ntsib kev tsis txaus tooj liab raws li South America cov khoom siv tooj liab tau dhau los ua qhov tseem ceeb thiab kev thov thoob ntiaj teb siab nce. Cov kws tshuaj ntsuam ntawm cov tsev tshawb fawb kwv yees tias qhov tsis txaus tuaj yeem nyob mus txog xyoo 2030.
Robin Griffin, tus lwm thawj ntawm cov hlau thiab mining ntawm Wood Mackenzie, lub ntiaj teb kev sib tham txog kev siv hluav taws xob, tau hais tias: "Peb twb tau kwv yees cov khoom lag luam tsis txaus mus txog xyoo 2030."
Cov khoom siv tooj liab kuj tseem yuav raug hem
Griffin ntseeg tias qhov laj thawj tseem ceeb rau kev tsis txaus tooj liab yav tom ntej yog nyob rau hauv kev tsis sib haum xeeb tsis tu ncua hauv kev tsim tooj liab hauv Peru thiab nce kev thov rau tooj liab los ntawm kev hloov hluav taws xob: "Thaum twg muaj kev tsis sib haum xeeb, nws muaj ntau yam cuam tshuam. Thiab qhov pom tseeb tshaj plaws yog ib qho ntau lub mines tej zaum yuav tau kaw. "
Peru yog ib qho ntawm cov tuam txhab tsim tooj liab hauv ntiaj teb, muab 10 feem pua ntawm cov khoom siv thoob ntiaj teb. Tab sis Peru cov khoom siv tooj liab tau raug cuam tshuam los ntawm kev tawm tsam txij li kev foob thiab tshem tawm ntawm Thawj Tswj Hwm Pedro Castillo thaum Lub Kaum Ob Hlis.
Thaum Lub Ib Hlis 20th Glencore, lub tuam txhab mining loj tshaj plaws, tshaj tawm tias nws tau ncua kev ua haujlwm ntawm nws Antapaccay tooj liab mine hauv Peru tom qab cov neeg tawm tsam ransacked thiab tua hluav taws rau nws.
Chile cov tooj liab ntau lawm kuj poob 7 feem pua hauv Kaum Ib Hlis los ntawm ib xyoos ua ntej. Chile yog lub ntiaj teb tus tsim tooj liab loj tshaj plaws, suav txog 27 feem pua ntawm cov khoom siv thoob ntiaj teb.
"Zuag qhia tag nrho, peb ntseeg tias Chile zoo li yuav tsim cov tooj liab tsawg dua ntawm 2023 thiab 2025," Goldman Sachs tau sau hauv tsab ntawv tshaj tawm Lub Ib Hlis 16.
Txawm li cas los xij, muaj cov neeg koom nrog kev ua lag luam zoo dua. Timna Tanners, tus thawj coj ntawm Wolfe Research tau hais tias "Kev kaw [ntawm cov mines tooj liab] muaj ntau heev thiab kuv tsis xav tias peb yuav tsum pom ntau dua li qub," said Timna Tanners, tus thawj coj ntawm Wolfe Research. Nws kwv yees tias ob peb lub mines tshiab yuav tsum tau ntxiv rau xyoo 2023.
Copper yav tom ntej tau nqis los ntawm $ 4.035 ib phaus rau hnub Monday, raws li Chicago Mercantile Exchange. Cov hlau ua ntej tau poob qis ntawm $ 3.9930, nws qib qis tshaj txij li Lub Ib Hlis 10.
Kev thov tooj liab tseem nce ntxiv
Thaum cov khoom siv tooj liab tsis muaj zog, lub siab tau nce rau ntawm qhov xav tau. Kev thov rau tooj liab kuj tau txhawb nqa los ntawm Tuam Tshoj txoj kev txhim kho kev cais tawm txij li xyoo tas los thiab kev loj hlob ntawm kev lag luam tsheb thoob ntiaj teb thiab lub zog hloov pauv.
Tina Teng, tus kws tshuaj ntsuam xyuas kev lag luam ntawm CMC Markets, tau hais tias: "Kev rov qhib dua ntawm Tuam Tshoj yuav muaj kev cuam tshuam loj rau tus nqi tooj liab vim nws txhim kho qhov kev xav tau ntawm kev xav tau thiab yuav thawb tus nqi ntau dua. Tib lub sijhawm, nrog rau kev hloov pauv ntawm lub zog huv ua rau cov mining ntau dua. nyuaj, cov khoom tsis txaus yuav thawb tus nqi tooj liab ntau dua. "
Teng tau hais ntxiv tias: "Qhov tsis txaus ntawm cov khoom siv tooj liab thiab kev xav tau yuav nyob mus ntev kom txog rau thaum cov cua daj cua dub tam sim no ua rau muaj kev lag luam poob qis, nyob ib ncig ntawm 2024 txog 2025." Thaum ntawd, nws kwv yees, tus nqi tooj liab tuaj yeem ua ob npaug.
Mr. Tanner, tus kws tshuaj ntsuam ntawm Wolf Research, xav txog qhov txawv. Nws tsis cia siab tias yuav muaj "qhov loj heev" hauv kev tsim thiab kev siv tooj liab raws li Tuam Tshoj txoj kev lag luam rebounds tsis tu ncua: "Kev siv tooj liab tshwj xeeb tsis tau qeeb hauv 2022. Factories tseem tab tom khiav, tsoomfwv kev ntsuas kev txhawb nqa thiab kev tsim kho vaj tse tseem maj mam mus tom ntej."
Txawm li cas los xij, nws hais ntxiv tias kev siv hluav taws xob dav dav tuaj yeem yog tus tsav tsheb loj dua ntawm kev thov tooj liab: "Koj yuav tsis pom lub tsheb hluav taws xob tawm mus txog thaum lub chaw them nyiaj tau tsim. Hauv cov txheej txheem tsim hluav taws xob tsim nyog, tooj liab tau siv ntau ntau dua."
Tooj liab plays lub luag haujlwm tseem ceeb hauv kev siv hluav taws xob ntsig txog thev naus laus zis thiab kev hloov hluav taws xob. Kev muag tsheb hluav taws xob ntau dua ob npaug hauv xyoo 2021, ua rau lub ntiaj teb tag nrho txog li 16.5 lab, raws li International Energy Agency. Qhov ntawd txhais tau hais tias EV charging ecosystem yuav tsum tau ntxiv dag zog.
Mackenzie's Mr Griffin tau hais tias: "Muaj qhov teeb meem ntev dua nrog kev muab tooj liab hauv Energiewende [kev lag luam] vim tias kev loj hlob muaj peev xwm rau ob qho tib si tsheb thiab kev sib kis yuav loj heev."
