Kwinyanga ephelileyo, iMMI Rare Earth Index (Monthly Metal Mining Index) yehle nge-11.22%.Imveliso yezoshishino e-China yanciphisa ngoJanuwari.Oku kube nempembelelo enkulu kwisalathiso njengoko iChina isengumthombo weeoksidi ezininzi ezinqabileyo zomhlaba.Icandelo lomthombo waseTshayina wesalathiso liye lawa kakhulu njengoko amazwe amaninzi ejonge izinto ezingezozaseTshayina zomhlaba ezinqabileyo.
Ukurhoxa e-China kunokukhokelela kutshintsho kwikhonkco lobonelelo lwehlabathi kumhlaba onqabileyo.Okwangoku, iidiphozithi zomhlaba ezinqabileyo e-US, e-Australia, eSweden nakwezinye iindawo zehlabathi ziyaqhubeka nokutsala ingqalelo yeenkampani zemigodi ezifuna ukwandisa imveliso yezinto ezinqabileyo zomhlaba.
Fumana iindaba zeveki malunga nomhlaba onqabileyo kunye nezinye iintsimbi kunye neleta yeendaba yasimahla yeveki ye-MetalMiner.Cofa apha.
Umembi womhlaba onqabileyo wase-Australia wase-Northern Minerals wenze intshukumo enkulu kwinyanga ephelileyo kunye nomnini-zabelo omkhulu wase-China Yuxiao Fund.Ngokutsho kwenqaku lakutshanje, i-Yuxiao Fund ijonge ukwandisa i-stake yayo ukusuka kwi-9.92% ukuya kwi-19.9%, ngaphezu kokuphindwe kabini kwi-stake yayo yangoku.Nangona kunjalo, i-Yuxiao ayikwazanga ukuthatha le nyathelo ngaphandle kwemvume yeBhodi yoLawulo loTyalo-mali lwangaphandle (FIRB), edla ngokuvimba ukwanda kwe-investment yaseTshayina.
Utyalo-mali lwaseTshayina kwinkqubo yezemigodi enqabileyo yase-Australia iyaqhubeka nokuhla ngenxa yobhubhane.Iingcali ezininzi zikholelwa ukuba iOstreliya inendima ebalulekileyo ekunciphiseni ulawulo lwaseTshayina ekuboneleleni ngehlabathi elinqabileyo.IOstreliya ikwindawo yesithandathu kwihlabathi kwiindawo zoovimba bomhlaba onqabileyo.Nangona kunjalo, iinzame zangaphambili zase-Australia zokuthintela abatyali-zimali baseTshayina abanqabileyo emhlabeni baye baphazamisa ubudlelwane bezozakuzo phakathi kwala mazwe mabini.
IMyanmar, elinye ilizwe elinoovimba abakhulu bomhlaba onqabileyo, ikwangunobangela wezinto ezininzi eTshayina ezithengiweyo zomhlaba onqabileyo.Ngo-2021, eli nani liza kufikelela malunga nama-60%.Ayisiyiyo kuphela iChina iseliqabane elikhulu lezorhwebo laseMyanmar, kodwa malunga ne-17% yoqoqosho lonke lwaseMyanmar luxhomekeke kwimigodi.Ukongeza, imivuzo enikezelwa ziinkampani zemigodi yaseTshayina ingaphezulu kwengeniso eqhelekileyo eMyanmar, nto leyo eyenza ukuba ukusebenza kwiiprojekthi ezinjalo kube nomtsalane kakhulu.Nangona kunjalo, oku kube negalelo kulawulo lweTshayina kumdlalo onqabileyo womhlaba.
Ungaze uthandabuze izigqibo zakho zokuthenga umhlaba onqabileyo kwakhona.Cela idemo yasimahla ye-Insights, ixabiso lesinyithi le-MetalMiner yonke kunye neqonga lokuxela kwangaphambili.
Kwinyanga ephelileyo, i-MetalMiner ibhengeze ukufunyanwa kwediphozithi enkulu enqabileyo yomhlaba eSweden ngaphaya komgca we-Arctic Circle.Ngelo xesha, abaphandi balinganisa ukufunyanwa njengediphozithi enkulu yezinto ezinqabileyo zomhlaba eYurophu.Abaninzi bayazibuza ukuba oku kufunyanisiweyo kuya kuluchaphazela njani urhwebo lwehlabathi ngomhlaba onqabileyo.
Nangona kunjalo, inkqubo yokukhupha izinto ezinqabileyo zomhlaba yinkqubo ende neyindinisa.Ngoko ke, imarike ayinakulindela ukuguqulwa kwangoku.Inkampani yemigodi yaseSweden iLKAB ithe: “Le nkqubo iyacotha kwaye iyabiza… oku bekusoloko kuyingxaki kushishino.Ke ngoku sizama ukwenza inkqubo yezopolitiko iqonde ukuba ukuba bafuna ntoni, yintoni ekufuneka yenziwe kwaye yintoni ekufuneka iphunyezwe (ngokwendalo nentlalo) iPhezulu, kwaye asinangxaki. ”
Ngelixa ukufunyanwa kuyonwabisa ngokungathandabuzekiyo, akuyi kunciphisa imfuno engxamisekileyo yaseTshayina yokuyeka ukuthembela kumhlaba onqabileyo.Nangona kunjalo, inkqubo kufuneka iqale kwindawo ethile.
Kutshanje uTesla ubhengeze ukuba inkampani ayisayi kuphinda isebenzise oovimba bomhlaba obunqabileyo ukwenza iimoto ezintsha.Isigqibo senziwe inxalenye yokunciphisa ukuthembela kukaTesla kumhlaba onqabileyo waseTshayina.Njengoko igama libonisa, umhlaba onqabileyo unokunqongophala kwaye kube nzima ukuwufumana.Ke endaweni yokuxhomekeka kwiiminerali ezinqabileyo, uTesla uceba ukwakha iimoto ezakhiwe ngeenjini ezinqabileyo ezingenamhlaba ezisisigxina.
Emva kokukhutshwa kweendaba, amaxabiso esitokhwe kwiinkampani ezininzi zaseTshayina ezinqabileyo zomhlaba ehla.Umzekelo, izabelo zeChina Northern Rare Earth Group High-Tech Co Ltd zehla nge-8.2%.Inkampani igxile ekuveliseni nasekuthengiseni izinto zomhlaba ezisulungekileyo ezinqabileyo ezithunyelwa ngaphandle zisuka eTshayina.Ngeli xesha, iJL Mag Rare-Earth Co. kunye neJiangsu Huahong Technology Co., abenzi bomhlaba abakhulu abanqabileyo baseTshayina, bavala ukuya kuthi ga kwi-7% yemveliso yabo yaseTshayina emva kwesibhengezo.
Ukuba iTesla isusa iimotor zayo ezisisigxina zemagnethi kwimveliso yexesha elizayo, inkampani ayisayi kufuna umhlaba onqabileyo.Kodwa ngelixa i-motor inokuthenjwa, ikwasebenzisa amandla amaninzi.Nangona kunjalo, ukuba uTesla unokusuka kude nomhlaba onqabileyo, ukushukuma kunokuba luncedo.
Uhlaziyo lwe-MetalMiner lwekota yonyaka lupapashwa kule nyanga.Fumana uqikelelo oluneenkcukacha oluza kusetyenziswa ekukhangeleni isinyithi ukuya kutsho ngo-2023. Jonga ikopi yesampuli.
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Ixesha lokuposa: Mar-10-2023