Raws li cov xov xwm tshiab tshaj plaws los ntawm cov xov xwm txawv teb chaws, lub ntiaj teb cov khoom siv tooj liab yog qhov hloov pauv loj. Vim yog kuv qhov kev kaw thiab kev cuam tshuam ntau lawm, ntau tus kws tshuaj ntsuam tau pib txo qis lawv cov kev kwv yees oversupply, uas yeej yog ib qho txiaj ntsig zoo rau cov nqi tooj liab.
Hnub Friday, yav tom ntej tooj liab ntawm London Hlau Txauv (LME) tau kov plaub lub hlis siab ntawm $ 8,640 ib tonne. Qhov no yog ib feem vim Anglo American txo nws cov kev taw qhia ntau lawm. Tus kws tshawb fawb hauv London tau hais tias nws cia siab tias yuav tsim cov tooj liab hauv thaj tsam ntawm 730,000-790,000 tonnes xyoo tom ntej, txiav 20% ntawm nws qhov kev kwv yees yav dhau los. Tsis tas li ntawd, lub tuam txhab kev kwv yees ntau lawm rau 2025 kuj tau txiav los ntawm 18 feem pua.
Anglo American tam sim no tab tom ua haujlwm tu thiab tu ntawm nws cov cog Los Broncos hauv Chile, thaum nws Cuilahueco tooj liab mine hauv Peru tau raug kho raws li kom muaj kev nyab xeeb los ntawm txoj kab geotechnical txhaum. Tus kws tshuaj ntsuam Macquarie Ellis K. Fox tau hais. Ms Fox tau hais tias Anglo American cov lus qhia tshiab tshaj tawm xyoo 2026 tau zoo hauv qab nws qhov kev kwv yees. Tsis tas li ntawd, Vale kuj tau tshaj tawm cov lus qhia kev tsim khoom tshiab, dua li hauv qab kev cia siab ntawm kev ua lag luam. Qhov no txhais tau hais tias qhov kev cia siab ntawm tus nqi tooj liab yuav zoo dua yog tias qhov kev thov tseem tsis hloov pauv.
Brazil's Vale cia siab tias yuav tsim tau ntawm 320,{1}} thiab 355,000 tonnes ntawm tooj liab hauv 2024, piv rau 325,000 tonnes xyoo no. Macquarie tam sim no cia siab tias lub ntiaj teb tooj liab ua lag luam yuav muaj ntau tshaj 100, 000 tonnes hauv 2024 thiab 287,000 tonnes hauv 2025, uas yog qhov poob qis los ntawm kev kwv yees yav dhau los ntawm 203,000 tonnes thiab 369, 000 tonnes. Kev tsim tooj liab thoob ntiaj teb xav tias yuav ncav cuag li 27 lab tonnes xyoo tom ntej thiab hauv 2025.
Tsis tas li ntawd, kev cuam tshuam ntau lawm ntawm First Quantum's Cobre tooj liab mine tau ua rau muaj kev txhawj xeeb thoob plaws hauv khw. Lub mine tooj liab suav txog 1 feem pua ntawm cov khoom siv tooj liab thoob ntiaj teb xyoo tas los. Lub neej yav tom ntej ntawm mine yog tsis paub tseeb raws li Lub Tsev Hais Plaub Siab ntawm Panama tshaj tawm Thawj Quantum daim ntawv cog lus ua haujlwm tsis raug cai nyob rau lub hli tas los. Bank of America tus kws tshuaj ntsuam Michael Wedmer tau tshem tawm Panama Copper Mining Co. los ntawm xyoo tom ntej qhov kev kwv yees tooj liab thiab hloov nws qhov kev cia siab ntawm qhov kev xav tau ntawm cov khoom siv los ntawm qhov seem me me mus rau cov khoom tsis txaus. Kev rov pib dua ntawm Cobre tooj liab mine ua ntej Panamanian kev xaiv tsa thaum lub Tsib Hlis 2024 thaum ntxov zoo li tsis zoo li, nws hais. Nws kuj tau sau tseg tias ib zaug muaj tsoomfwv tshiab nyob rau hauv, Thawj Quantum tuaj yeem pib sib tham txog kev cog lus nrog tsoomfwv ntawd. Thaum kev xaiv tsa tuaj yeem hloov pauv, tam sim no peb xav tias Cobre tooj liab tuaj yeem rov pib dua hauv lub quarter thib plaub ntawm xyoo tom ntej.
Nyob rau hauv tag nrho cov kev lag luam ib puag ncig, qhov cuam tshuam rau tus nqi tooj liab yuav zoo li cov khoom lag luam tensions mount, tshwj xeeb tshaj yog tom qab Anglo American tshaj tawm kev txiav cov hom phiaj. Qhov no tsis yog tsuas yog coj qhov sib npaug tshiab rau kev ua lag luam, tab sis kuj tseem muab kev txhawb zog rau kev nqis tes ua tom ntej.
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.
