Tare da ci gaba da ƙaruwar rikicin da ke tsakanin Rasha da Ukraine, Rasha da Ukraine a matsayin ƙasashen da ke fitar da lantarki mai siffar graphite a China, shin zai haifar da wani tasiri ga fitar da lantarki mai siffar graphite a China?
Da farko, kayan aiki
Yaƙin da ke tsakanin Rasha da Ukraine ya ƙara ta'azzara matsalar kasuwar mai, kuma da ƙarancin kayan da ake da su da kuma ƙarancin kayan da ake iya adanawa a duk faɗin duniya, ƙila hauhawar farashin mai ne kawai zai rage buƙata. Sakamakon sauyin kasuwar ɗanyen mai, coke na man fetur na cikin gida, farashin coke na allura ya nuna ƙaruwa.
Farashin man fetur bayan hutun ya nuna karuwar farashin man fetur sau uku a jere, har ma da karuwar farashin man fetur sau hudu a jere, kamar yadda aka sanar a sanarwar manema labarai, farashin man fetur na jinxi na yuan 6000/ton, ya karu da yuan 900/ton a kowace shekara, farashin man fetur na Daqing na yuan 7300/ton, ya karu da yuan 1000/ton a kowace shekara.
Bayan bikin ya nuna ƙaruwa sau biyu, coke ɗin allurar mai shine mafi girman ƙaruwa na yuan 2000/ton, kamar yadda aka ruwaito a jaridu, farashin coke ɗin lantarki na cikin gida na graphite electrode na gida ya kai yuan 13,000-14,000/ton, matsakaicin ƙaruwa na kowane wata na yuan 2000/ton. Coke ɗin allurar coke da aka shigo da shi daga ƙasashen waje ya kai yuan 2000-2200/ton, wanda ya shafi coke ɗin allurar mai, farashin coke ɗin allurar coke shi ma ya tashi zuwa wani mataki, electrode ɗin graphite na cikin gida tare da coke ɗin allurar coke da aka dafa yana bayar da yuan 110-12,000/ton, matsakaicin ƙaruwa na kowane wata na yuan 750/ton. Elektrode ɗin graphite da aka shigo da shi daga ƙasashen waje tare da coke ɗin allurar coke ya kai dala 1450-1700 USD/ton.
Rasha tana ɗaya daga cikin manyan ƙasashe uku da ke samar da mai a duniya, inda take da kashi 12.1% na yawan man da ake samarwa a duniya a shekarar 2020, inda ake fitar da shi zuwa Turai da China. Gabaɗaya, tsawon lokacin yaƙin Rasha da Ukraine a ƙarshen lokaci zai yi tasiri sosai kan farashin mai. Idan yaƙin "blitzkrieg" ya koma "yaƙi mai ɗorewa", ana sa ran zai yi tasiri mai ɗorewa kan farashin mai. Kuma idan tattaunawar zaman lafiya da aka yi ta yi kyau kuma yaƙin ya ƙare nan ba da jimawa ba, hakan na iya haifar da matsin lamba ga farashin mai, wanda aka ƙara masa tsada. Sakamakon haka, farashin mai zai ci gaba da kasancewa ƙarƙashin iko a cikin ɗan gajeren lokaci ta hanyar yanayin Rasha da Ukraine. Daga wannan mahangar, har yanzu ba a tabbatar da farashin lantarki mai siffar graphite ba.
Na biyu, fitarwa
A shekarar 2021, fitar da lantarkin graphite daga China ya kai kimanin tan miliyan 1.1, wanda daga ciki aka fitar da tan 425,900, wanda ya kai kashi 34.49% na fitar da lantarkin graphite daga China a kowace shekara. A shekarar 2021, China ta fitar da tan 39,400 na lantarkin graphite daga Tarayyar Rasha da tan 16,400 daga Ukraine, wanda ya kai kashi 13.10% na jimillar kayayyakin da aka fitar a shekarar 2021 da kuma kashi 5.07% na kayayyakin da China ke fitarwa a kowace shekara na lantarkin graphite.
A cikin kwata uku na farko na shekarar 2021, fitar da lantarki mai siffar graphite daga China ya kai kimanin tan 240,000. Dangane da iyakokin samar da kayan kariya ga muhalli a Henan, Hebei, Shanxi da Shandong, kwata na farko na shekarar 2022, watan Mayu ya ga raguwar kusan kashi 40% na shekara-shekara a cikin kwata na farko na shekarar 2021, kasar Sin ta fitar da jimillar tan 0.7900 na na'urorin lantarki masu siffar graphite daga Tarayyar Rasha da Ukraine, wanda a zahiri ya kai kasa da kashi 6%.
A halin yanzu, masana'antar wutar lantarki ta ƙasa, tanderun lantarki da masana'antar lantarki ta graphite ba ta ƙarfe ba ta ci gaba da samar da lantarki ɗaya bayan ɗaya, a cikin la'akari da siyan "saya sama ba siya ƙasa ba", ƙaramin raguwar fitarwa na iya zama da wahala a sami wani tasiri ga kasuwar lantarki ta graphite ta cikin gida.
Saboda haka, gabaɗaya, a cikin ɗan gajeren lokaci, farashi har yanzu shine babban abin da ke shafar kasuwar lantarki ta graphite ta China, kuma dawo da buƙata shine rawar da ƙonewa ke takawa.
Lokacin Saƙo: Maris-04-2022