Glencore thiab Trafigura tau hais kom cov neeg Esxias smelters lees txais cov nqi qis dua los hloov tooj liab mined xyoo no rau hauv cov hlau, ntau dua li cov nqi lag luam ntau dua, raws li peb tus neeg paub txog qhov teeb meem.
Keeb kwm, kev lag luam tau siv tus nqi them txhua xyoo, hu ua tus nqi ua haujlwm (tc), hauv cov ntawv cog lus los ua cov concentrates rau hauv tooj liab.
Tab sis London-listed Glencore thiab Trafigura xav tsim nyob rau hauv qhov chaw ua lag luam, qhov twg kev nthuav dav ntawm smelting muaj peev xwm nyob rau hauv Tuam Tshoj thiab ib ncig ntawm lub ntiaj teb no thiab nruj concentrated cov khoom tau thawb down processing nqi.
Cov neeg lag luam khoom lag luam Glencore thiab Trafigura tau them nyiaj rau Asian smelters TCS txuas nrog kev ntsuam xyuas pob tawb ntawm 2024 muab los ntawm cov chaw tshaj tawm nqi xws li Fastmarkets thiab SMM, cov peev txheej tau hais.
Cov peev txheej tau thov tsis qhia npe vim tias lawv tsis raug tso cai los hais tawm rau pej xeem txog qhov teeb meem no.
Ob qhov kev sib pauv tseem npaj siab yuav ua rau lub kaus mom ntawm tus nqi tooj liab txhawm rau txhawm rau cov nyiaj tau los ntawm cov khoom lag luam nce ntxiv los ntawm kuv qhov kev hem thawj kom thawb tus nqi siab dua. Xyoo tas los cov khoom tau kwv yees kwv yees li ntawm 22 lab tonnes, thiab qee cov kws tshuaj ntsuam tau hais tias kev ua lag luam tuaj yeem raug kev txom nyem rau xyoo no yog tias muaj kev cuam tshuam.
Ib lub hauv paus ntawm lub smelter loj tau hais tias tshwj tsis yog tias cov khoom lag luam txhim kho tom qab Lunar Xyoo Tshiab hauv Lub Ob Hlis, cov smelters yuav tau txais cov neeg ua lag luam cov xwm txheej.
Ib qhov chaw smelter thib ob tau hais tias Trafigura thiab Glencore ob leeg xav kom tc nyob ib ncig ntawm $ 60 ib tonne, ntxiv tias lub qab nthab tuaj yeem sib txawv raws li kev tsim khoom thiab kev sib raug zoo. Tsis muaj qhov tsawg kawg nkaus, tsuas yog lub hau npog, cov peev txheej tau hais.
Glencore thiab Trafigura tsis kam tawm tswv yim.
Kev ua ntawm cov neeg tsim khoom loj tshaj plaws thiab cov neeg siv khoom yuav qeeb ua ntej hnub so Suav Lunar Xyoo Tshiab, uas pib thaum Lub Ob Hlis 10.
Tus nqi ntawm kev ua cov concentrates ntawm qhov chaw ua lag luam tau poob mus txog $ 40 ib tonne, 50 feem pua hauv qab tus nqi ntsuas ntawm $ 80 ib tonne, raws li cov khoom lag luam cuam tshuam tau ua rau muaj kev tsis txaus ntawm cov khoom siv raw thiab muaj peev xwm smelter hauv Suav teb.
Thaum lub Kaum Ib Hlis, Chilean miner Antofagasta tau mus txog $ 80 ib tonne nqe deal nrog Tuam Tshoj lub Jinchuan Group, ua ntej mines hauv Panama kaw thiab Anglo American txiav nws cov hlau ore forecast rau lub Kaum Ob Hlis.
Tuam Tshoj muaj ib nrab ntawm lub ntiaj teb cov tooj liab smelters thiab yog tus loj tshaj buyer ntawm raw cov ntaub ntawv xws li tooj liab concentrate thiab seem. Cov ntaub ntawv kev lis kev cai pom tau tias Tuam Tshoj tus ntshuam tooj liab ore thiab mloog zoo mus txog 27.54 lab tons hauv 2023, nce 9.1 feem pua ntawm 2022.
Hauv 2022, Glencore tau muab ntau tshaj 1 lab tonnes ntawm tooj liab hlau thiab mloog zoo rau lub ntiaj teb, thiab nws cov kev kwv yees rau xyoo 2023 kuj tseem nyob ib ncig ntawm 1 lab tonnes.
Trafigura tsis qhia qhov loj ntawm nws cov ntaub ntawv tooj liab, tab sis lub tuam txhab muab tooj liab mloog zoo rau smelters thoob ntiaj teb.
