(Imibono evezwe lapha ngeyombhali, uClyde Russell, umlobi wephephandaba iReuters.)
Amalahle ase-Seaborne asephenduke umnqobi othule phakathi kwempahla yamandla, entula ukunaka kukawoyela ongahluziwe wephrofayili ephezulu kanye negesi yemvelo engamanzi (LNG), kodwa ejabulela izinzuzo eziqinile phakathi kwesidingo esikhulayo.
Womabili amalahle ashisayo, asetshenziswa ezimbonini zikagesi, namalahle okuphehla, asetshenziselwa ukwenza insimbi, aye ahlangana ngamandla ezinyangeni zamuva.Futhi kuzo zombili lezi zigameko umshayeli ubeyiShayina, umkhiqizi omkhulu kunabo bonke emhlabeni, othenga kwamanye amazwe kanye nomthengi kaphethiloli.
Kunezici ezimbili ezithinta ithonya leShayina ezimakethe zamalahle olwandle e-Asia;isidingo esiqinile njengoba umnotho waseShayina ubuyela emuva kubhubhane lwe-coronavirus;kanye nokukhetha kwenqubomgomo ye-Beijing ukuvimbela ukungenisa okuvela e-Australia.
Zombili izici zibonakala ezintengo, ngamalahle ashisayo ekhwalithi ephansi avela e-Indonesia abe abahlomuli abakhulu kakhulu.
Inkomba yamasonto onke yamalahle ase-Indonesia anenani lamandla elingu-4,200 kilocalories ngekhilogremu (kcal/kg), njengoba ihlolwe yinhlangano ebika amanani ezimpahla i-Argus, ikhuphuke cishe ngezingxenye ezintathu kwezine isuka ephansi ngo-2021 yokungu-$36.81 tonne yaya ku-$63.98 ngesonto ukuze ifinyelele ku-$63.98 ngeviki Julayi 2.
Kunento ethize esiza ekukhuphuleni amanani amalahle ase-Indonesia, ngedatha evela kubahlaziyi bempahla u-Kpler ebonisa i-China ingenise amathani ayizigidi eziyi-18.36 kumthumeli omkhulu wamalahle ashisayo emhlabeni ngoJuni.
Lona bekuwumqulu wesibili omkhulu wanyanga zonke owathengwa yi-China usuka e-Indonesia ngokusho kwamarekhodi e-Kpler ahlehlela emuva ku-January 2017, adlule kuphela ngamathani ayizigidi ezingu-25.64 ngoDisemba odlule.
I-Refinitiv, efana ne-Kpler ilandelela ukunyakaza kwemikhumbi, inokuthengwa kwe-China okuvela e-Indonesia okuphansi ngo-June ngamathani ayizigidi ezingu-14.96.Kodwa lezi zinsizakalo zombili ziyavuma ukuthi lena bekuyinyanga yesibili ephezulu emlandweni, nedatha ye-Refinitiv ibuyela emuva kuJanuwari 2015.
Bobabili bayavuma ukuthi ukuthengiswa kweChina okuvela e-Australia kwehle kwaze kwaba ku-zero kusuka emazingeni acishe abe yizigidi eziyisi-7-8 ngenyanga ayekhona kwaze kwaba yilapho kuvinjelwa iBeijing ngokungekho emthethweni maphakathi nonyaka odlule.
Ingqikithi yamalahle angeniswe eChina evela kuwo wonke amazwe ngoJuni yayingamathani ayizigidi ezingama-31.55, ngokusho kuka-Kpler, kanye nezigidi ezingama-25.21 ngokusho kweRefinitiv.
Australia rebound
Kodwa nakuba i-Australia, okuyindawo yesibili ngobukhulu ethumela amalahle ashisayo kanye namalahle amakhulu kunawo wonke amalahle, kungenzeka ukuthi ilahlekelwe imakethe yaseChina, ikwazile ukuthola ezinye izindlela futhi intengo yamalahle ayo nayo ibilokhu ikhuphuka kakhulu.
I-Benchmark high-grade thermal value enenani lamandla angu-6,000 kcal/kg echwebeni laseNewcastle iphele ngesonto eledlule ku-$135.63 ithani, eliphakeme kunawo wonke eminyakeni engu-10, futhi lenyuke ngaphezu kwesigamu ezinyangeni ezimbili ezedlule.
Leli banga lamalahle lithengwa kakhulu yi-Japan, i-South Korea kanye ne-Taiwan, ekleliswe ngemuva kwe-China ne-India njengabahamba phambili ekuthengeni amalahle kwamanye amazwe e-Asia.
Lawo mazwe amathathu angenise amathani ayizigidi eziyi-14.77 azo zonke izinhlobo zamalahle e-Australia ngoJuni, ngokusho kuka-Kpler, ehle esuka ku-May 17.05 million, kodwa akhuphuka kakhulu esuka ezigidini eziyi-12.46 ngoJuni 2020.
Kepha umsindisi wangempela wamalahle ase-Australia kube yiNdiya, engenise irekhodi lamathani ayizigidi eziyisi-7.52 wawo wonke amabanga ngoJuni, isuka ezigidini eziyi-6.61 ngoMeyi kanye nezigidi ezi-2.04 ngoJuni 2020.
I-India ijwayele ukuthenga amalahle ashisayo ebanga eliphakathi nendawo e-Australia, athengisa ngesaphulelo esikhulu ukuya kuphethiloli ongu-6,000 kcal/kg.
U-Argus uhlole amalahle angu-5,500 kcal/kg e-Newcastle ngo-$78.29 ithani ngoJulayi 2. Nakuba leli banga liphindeke kabili kusukela kokwehla kwalo ngo-2020, liseshibhe ngo-42% kunophethiloli wekhwalithi ephezulu othandwa abathengi baseNyakatho Asia.
Amavolumu okuthunyelwa kwamalahle e-Australia aseluleme kakhulu ekushayweni kokuqala okubangelwe ukuvinjelwa kweChina kanye nokulahleka kwesidingo kusuka kubhubhane lwe-coronavirus.U-Kpler uhlole ukuthunyelwa kukaJuni ngamathani ayizigidi ezingama-31.37 kuwo wonke amabanga, asuka ezigidini ezingama-28.74 ngoMeyi kanye nezigidi ezingama-27.13 kusukela ngoNovemba, obekuyinyanga ebuthaka kakhulu ngo-2020.
Sekukonke, kuyacaca ukuthi isitembu saseChina sigcwele umhlangano wamanje wamanani entengo yamalahle: isidingo sawo esinamandla sikhulisa amalahle ase-Indonesia, futhi ukuvinjelwa kwawo kokungeniswa kwamanye amazwe okuvela e-Australia kuphoqelela ukuhlelwa kabusha kokugeleza kohwebo e-Asia.
(Kuhlelwa nguKenneth Maxwell)
Isikhathi sokuthumela: Jul-12-2021