Tuam Tshoj yog nyob rau hauv nruab nrab ntawm kev nthuav dav sai ntawm nws txoj kev lag luam tooj liab uas tau hloov kho lub ntiaj teb ntws ntawm cov hlau no tseem ceeb rau lub ntiaj teb kev hloov pauv hluav taws xob.
Lub teb chaws Esxias kev tswj hwm cov khoom ntawm lwm cov hlau ntsuab xws li lithium, cobalt thiab npib tsib xee, uas yog siv rau hauv cov roj teeb hluav taws xob, tau ua rau muaj kev txhawj xeeb rau tsoomfwv Western los txhawb kev ywj pheej ntawm cov khoom siv. Meanwhile, Tuam Tshoj tus refined tooj liab ntau lawm thiab nws feem ntawm lub ntiaj teb no tso zis yog teem mus ntaus ib cov ntaub ntawv nyob rau hauv lub xyoo no tom qab ib tug surge ntawm tshiab smelter tsim.
Kev loj hlob sai ntawm lub peev xwm tau ua rau muaj zog tshiab rau lub lag luam uas tau 20 xyoo tau tsav los ntawm ntau npaum li cas cov neeg yuav khoom hauv Suav teb txaus siab them. Lub teb chaws tseem yuav import ntau thiab ntau dua tooj liab, tab sis ntau li ore tshaj li cov hlau refined.
Raws li cov khoom tseem ceeb tshaj plaws nyob rau hauv lub sijhawm decarbonisation, tooj liab tau ua tiav rau hauv cov khoom xws li tooj liab, strips, hlau, enamelled hlau, kab thiab nplooj ntawv, uas yog siv nyob rau hauv txhua yam los ntawm hluav taws xob tsheb mus rau cua turbines thiab loj heev expanding hwj chim grids.In 2023 , Tuam Tshoj tus buoyant thov rau ntsuab technology yog teem los ua ib tug kaj qhov chaw nyob rau hauv lub ailing ntiaj teb no hlau ua lag luam.
Craig Long, tus thawj kws tshuaj ntsuam xyuas ntawm lub tuam txhab tshawb fawb CRU Group, tau hais tias: "Zoo li txhua lub tebchaws, Tuam Tshoj pom qhov kev xav tau ntawm tooj liab - tshwj xeeb tshaj yog tam sim no cov kev siv hluav taws xob ntsuab loj hlob - thiab nws yog qhov chaw zoo pib. - Zoo li lwm lub tebchaws, Tuam Tshoj xav tau. los xyuas kom meej tooj liab tus kheej txaus. " Raws li CRU, Tuam Tshoj cov khoom siv tooj liab zoo yuav suav txog kwv yees li 45 feem pua ntawm tag nrho cov khoom tsim tawm thoob ntiaj teb xyoo no.
Kev tsim kho smelter yuav yog lub ntsiab lus tseem ceeb ntawm kev sib tham nyob rau lub lim tiam no raws li ntau pua tus thawj coj tooj liab mus rau Tuam Tshoj cov khoom lag luam hub Shanghai rau Asia Copper lub lim tiam. Miners thiab smelters yuav sib tham txog cov ntawv cog lus tseem ceeb txhua xyoo ore, thiab cov neeg tuaj koom yuav tau txais qhov hloov tshiab ntawm Suav xav tau.
Txawm hais tias muaj kev puas tsuaj ntawm kev lag luam los ntawm kev sib kis thiab Tuam Tshoj cov khoom ntsoog, kev siv hlau hauv Suav teb kuj muaj zog heev nyob rau xyoo 2023. Qhov no yuav pab tau tus nqi tooj liab, uas tam sim no tsuas yog qis dua li lub sijhawm xyoo tas los, kom tsis txhob muaj kev lag luam poob ntxiv.
CRU cia siab tias qhov kev thov tooj liab hauv Suav teb yuav nce li 5% xyoo no, thaum Goldman Sachs Group Inc. tau suav tooj liab yog ib qho ntawm cov khoom lag luam nyiam tshaj plaws rau xyoo tom ntej, hais txog "muaj zog ntsuab xav tau ib puag ncig" - tshwj xeeb tshaj yog nyob rau hauv Asian powerhouse. tshwj xeeb tshaj yog nyob rau hauv lub tebchaws Asian loj no.
Peb tsis cia siab tias Suav cov tub ua lag luam yuav tsum ceev faj raws li lawv tau ntshai ob lub hlis dhau los, "Colin Hamilton, tus thawj coj ntawm kev tshawb fawb cov khoom lag luam ntawm BMO Capital Markets Ltd. tau sau hauv tsab ntawv ceeb toom ua ntej ntawm Shanghai lub rooj sib tham.
Tib txoj kev
Kev nthuav dav ntawm smelting muaj peev xwm echoes keeb kwm ntawm Tuam Tshoj lwm yam hlau sectors. Txog rau xyoo 2006, piv txwv li, lub teb chaws yog tus xa khoom ntawm cov hlau. Tab sis nthwv dej ntawm kev muaj peev xwm ntxiv thaum kawg ua rau kev xa tawm loj heev - ua rau muaj kev kub ntxhov thoob ntiaj teb thiab ua rau muaj kev kub ntxhov thoob ntiaj teb ua ntej Trump los ua haujlwm.
Tuam Tshoj tus tooj liab smelting muaj peev xwm yuav nce ntxiv 45 feem pua los ntawm 2027, suav txog 61 feem pua ntawm cov phiaj xwm kev muaj peev xwm thoob ntiaj teb ntxiv rau tib lub sijhawm, hais tias Carlos Risopatron, tus thawj coj ntawm kev lag luam ntawm International Copper Study Group.
Simon Hunt tau ua haujlwm hauv kev lag luam tooj liab rau 50 xyoo thiab tam sim no khiav nws tus kheej kev sab laj. Nws kwv yees tias Tuam Tshoj tuaj yeem dhau los ua tus xa tawm tooj liab los ntawm 2025 lossis 2026 raws li kev tsim tooj liab nce ntxiv. Qhov ntawd tsis yog kev pom zoo, tab sis kev muaj peev xwm ntawm kev xa tawm yog lub ntsiab lus ntawm kev sib tham hauv kev lag luam.
Txawm li cas los xij, Suav tooj liab smelters yuav ua rau muaj kev kub ntxhov rau lawv cov neeg koom nrog thoob ntiaj teb nyob rau xyoo tom ntej vim lawv "them nyiaj ntau" kom tau txais cov khoom siv raw uas lawv xav tau, Hunt tau hais. Qhov tshwm sim tuaj yeem yog kev kaw cov neeg laus smelters hauv lwm qhov chaw hauv ntiaj teb.
Txawm koj xav taucov kav dej tooj liab, tooj liab rods ,tooj liab daim hlau, peb muaj cov khoom thiab kev txawj ntse kom tau raws li koj xav tau.
