Zosintha za Tungsten 2018: Kukula kwamitengo kwakanthawi kochepa

Monga tafotokozera, akatswiri ankakhulupirira kumayambiriro kwa chaka kuti mitengo ya tungsten idzapitirirabe pa njira yabwino yomwe inayamba mu 2016. Komabe, zitsulo zinatha chaka pang'ono pang'onopang'ono - zomwe zinakhumudwitsa olonda ndi opanga msika.

"Kumapeto kwa chaka cha 2017, zomwe tikuyembekezera zinali zolimbikitsa mitengo ya tungsten kuti ipitirire ndi zina zowonjezera zowonjezera kuchokera ku ntchito zatsopano za migodi ya tungsten," adatero Mick Billing, wapampando ndi CEO wa Thor Mining (ASX:THR). ).

"Tinkayembekezeranso kuti ndalama zopangira zinthu zaku China zipitirire kukwera, koma kupanga kuchokera ku China zikhala kosasintha," anawonjezera.

Pakati pa chaka, dziko la China lidalengeza kuti pakhala malire ammonium paratungstate (APT) pomwe zosungunulira zazikulu za APT m'chigawo cha Jiangxi zidatsekedwa kuti zitsatire malamulo aboma okhudza kusungirako michira ndi mankhwala a slag.

Mawonekedwe a Tungsten 2019: Kupanga kochepa, kufunikira kochulukirapo

Ngakhale zinali zoyembekeza, mitengo ya tungsten idapunthwa pang'ono mkati mwa 2018, ikufika pa US $ 340 mpaka US $ 345 pa metric tonne.

"Kutsika kwa 20 peresenti pamtengo wa APT mu July ndi August mwinamwake kwatsutsa onse ogwira ntchito. Kuyambira nthawi imeneyo, msika ukuwoneka kuti ulibe njira ndipo wakhala akuyang'ana chothandizira kuti asunthire njira iliyonse," adatero Billing.

Kuyang'ana m'tsogolo, kufunikira kwa chitsulo chofunikira kwambiri, chofunikira pakupanga chitsulo kukhala cholimba komanso cholimba, chikuyembekezeka kuwonjezeka pamene malamulo okhwima omanga ku China okhudza mphamvu ya zitsulo zamafakitale akutsatiridwa.

Komabe, ngakhale kugwiritsidwa ntchito kwachitsulo ku China kukukulirakulira, momwemonso malamulo a chilengedwe okhudza kutulutsa tungsten, kumapangitsa kuti pakhale kusatsimikizika pankhani yotulutsa.

"Tikumvetsetsa kuti kuwunika kwachilengedwe kochulukira ku China, ndipo chifukwa cha kutsekedwa kwina kumeneku kukuyembekezeka. Tsoka ilo, tilibe njira yolosera molimba mtima zotsatira za [m'mikhalidwe] iyi, "anawonjezera Billing.

Mu 2017, kupanga tungsten padziko lonse lapansi kudagunda matani 95,000, kuchokera mu 2016 matani 88,100 onse. Zotulutsa zapadziko lonse lapansi mu 2018 zikuyembekezeka kukwera pachiwopsezo cha chaka chatha, koma ngati migodi ndi mapulojekiti atsekedwa ndikuchedwa, zotulutsa zonse zitha kukhala zotsika, kupangitsa kusowa komanso kukulitsa malingaliro otsatsa.

Zoyembekeza za kupanga tungsten padziko lonse lapansi zidachepetsedwanso kumapeto kwa chaka cha 2018, pomwe wogwira ntchito ku migodi wa ku Australia a Wolf Minerals adayimitsa kupanga pamgodi wa Drakelands ku England chifukwa cha nyengo yozizira komanso yayitali komanso zovuta zandalama.

Malinga ndi a Wolf, malowa ndi komwe kuli malo akumadzulo a tungsten ndi malata.

Monga momwe Billing ananenera, “kutsekedwa kwa mgodi wa Drakelands ku England, ngakhale kuti kwachititsa kuti pakhale kupereŵera kwa mgodi woyembekezeredwa, mwinamwake kwachepetsa changu cha osunga ndalama pa ofuna tungsten.”

Kwa Thor Mining, 2018 idabweretsa kusintha kwamitengo kwabwino kutsatira kutulutsidwa kwa kafukufuku wotsimikizika wotheka (DFS).

“Kumalizidwa kwa DFS, kuphatikizidwa ndi kupezedwa kwa zokoka m’madipoziti angapo apafupi a tungsten ku Bonya, chinali sitepe yaikulu yopita patsogolo kwa Thor Mining,” anatero Billing. "Ngakhale mtengo wathu wogawana nawo udakwera pang'ono pazankhani, idakhazikikanso mwachangu, mwina kuwonetsa kufooka kwazinthu zazing'ono ku London."

Mawonekedwe a Tungsten 2019: Chaka chamtsogolo

Pamene 2018 ikufika kumapeto, msika wa tungsten udakali wokhumudwa pang'ono, ndi mitengo ya APT ikukhala pa US $ 275 mpaka US $ 295 pa December 3. Komabe, kuwonjezeka kwa kufunikira kwa chaka chatsopano kungathe kuthetsa vutoli ndikuthandizira mitengo kuchira.

Billing akukhulupirira kuti tungsten ikhoza kubwereza zomwe zidachitika kumayambiriro kwa chaka cha 2018.

"Tikuwona kuti pafupifupi theka loyamba la 2019, msika ukhala wopanda tungsten ndipo mitengo iyenera kulimbikitsa. Ngati mikhalidwe yazachuma padziko lonse ikhalabe yolimba ndiye kuti kuchepaku kungapitirire kwakanthawi; komabe, kufooka kulikonse kwamitengo yamafuta kumatha kukhudza kubowola komanso kugwiritsa ntchito tungsten.

China idzapitirizabe kukhala opanga tungsten apamwamba mu 2019, komanso dziko lomwe limagwiritsa ntchito tungsten kwambiri, ndi mayiko ena akuwonjezera pang'onopang'ono zofuna zawo za tungsten.

Atafunsidwa kuti ndi upangiri wanji womwe amapereka kwa Investor pankhani yogulitsa zitsulo, Billing adati, "[t] mitengo ya ungsten ndi yosasunthika ndipo ngakhale mitengo inali yabwino mu 2018, ndipo ikhoza kuyenda bwino, mbiri imati nawonso atsika, nthawi zina kwambiri. Komabe, ndi chinthu chanzeru chomwe sichingasinthidwe pang'ono ndipo chiyenera kukhala gawo la mbiri iliyonse. ”

Poyang'ana katundu wa tungsten omwe angathe kuyikamo iye adanena kuti ochita malonda a savvy ayenera kuyang'ana makampani omwe ali pafupi ndi kupanga, ndi ndalama zochepa zopangira.

Kwa osunga ndalama omwe ali ndi chidwi chofuna kudziwa zambiri zachitsulo chovutachi, INN yayika mwachidule mwachidule momwe mungayambitsire ndalama za tungsten. Dinani apa kuti muwerenge zambiri.