I-Tungsten Outlook 2019: Ingabe Ukushoda Kwenyusa Izintengo?

Amathrendi we-Tungsten 2018: Ukukhula kwentengo kuphile isikhathi esifushane

Njengoba kushiwo, abahlaziyi bakholelwa ekuqaleni konyaka ukuthi amanani e-tungsten azoqhubeka emgwaqeni omuhle abawuqale ngo-2016. Kodwa-ke, insimbi yaphela unyaka kancane kancane - okuye kwadumaza ababukeli bemakethe nabakhiqizi.

“Ekupheleni kuka-2017, ukulindela kwethu kwakuwukuqiniswa kwamanani entengo ye-tungsten ukuthi kuqhutshekwe namazinga athile anesizotha okukhiqiza okwengeziwe okuvela emisebenzini emisha noma esanda kugunyazwa yokumba i-tungsten,” kusho uMick Billing, usihlalo kanye no-CEO we-Thor Mining (ASX:THR). ).

"Besilindele nokuthi izindleko zokukhiqiza zaseChina zizoqhubeka zikhuphuka, kodwa amazinga okukhiqiza avela eChina azohlala engashintshi," engeza.

Maphakathi nonyaka, i-China yamemezela ukuthi kuzoba nokuhlinzekwa okukhawulelwe kwe-ammonium paratungstate (APT) njengoba izincibilikisi ezibalulekile ze-APT esifundazweni sase-Jiangxi zivaliwe ukuze zihambisane nemithetho kahulumeni mayelana nokugcinwa kwezinsalela kanye nokwelashwa kwe-slag.

Umbono we-Tungsten 2019: Ukukhiqizwa okuncane, isidingo esiningi

Naphezu kokulindela okufunwayo, amanani e-tungsten athathe isikhubekiso kafushane maphakathi no-2018, aphumula ku-US$340 kuya ku-US$345 tonne ngayinye yemethrikhi.

“Ukwehla kwamaphesenti angama-20 enanini le-APT ngoJulayi nango-Agasti kungenzeka kube nenselelo kubo bonke abasembonini. Kusukela lapho, imakethe ibonakale ishoda ngomkhombandlela futhi ibifuna into ezokwenza ukuthi ihambe noma ikuphi,” kuchaza uBilling.

Uma sibheka phambili, isidingo sensimbi ebalulekile, ebalulekile ekwenzeni insimbi iqine futhi iqine kakhudlwana, kulindeleke ukuthi ikhule njengoba kusetshenziswa imithetho eqinile yokwakha e-China mayelana namandla ensimbi yezimboni.

Kodwa-ke, ngenkathi ukusetshenziswa kwamaShayina kwensimbi kukhuphuka, kunjalo nemithetho yezemvelo emayelana nokukhipha i-tungsten, okudala umoya wokungaqiniseki uma kukhulunywa ngokukhiphayo.

“Siyaqonda ukuthi ukuhlolwa kwemvelo okwengeziwe kuhlelwa eChina, nokuthi umphumela walokhu kuvalwa okwengeziwe kulindeleke. Ngeshwa, asinayo indlela yokubikezela ngokuzethemba noma yimuphi umphumela kulesi [simo],” kwengeza uBilling.

Ngo-2017, ukukhiqizwa kwe-tungsten emhlabeni wonke kufinyelele amathani angu-95,000, kusukela ku-2016 isiyonke yamathani angu-88,100. Umkhiqizo wamazwe ngamazwe ngo-2018 kulindeleke ukuthi ube phezulu kunawo wonke onyakeni odlule, kodwa uma izimayini namaphrojekthi evalwa futhi abambezeleka, inani eliphelele lingaba phansi, lidale ukushoda futhi kulinganise imizwa yabatshalizimali.

Okulindelekile emhlabeni jikelele kokukhiqizwa kwe-tungsten kuphinde kwehliswa ngasekupheleni kuka-2018, lapho umvukuzi wase-Australia i-Wolf Minerals imisa ukukhiqizwa emayini yayo yase-Drakelands e-England ngenxa yobusika obubabayo nobunesikhathi eside obuhambisana nezindaba eziqhubekayo zoxhaso.

Ngokusho kukaWolf, le ndawo iyikhaya le-tungsten enkulu kunazo zonke emhlabeni entshonalanga ne-tin deposit.

Njengoba uBilling abonisa, “ukuvalwa kwemayini yaseDrakelands eNgilandi, nakuba kunomthelela ekushodeleni okulindelekile, cishe kuye kwadambisa intshiseko yabatshali-zimali ngabafuna i-tungsten.”

Ku-Thor Mining, 2018 ilethe umnyakazo wentengo wamasheya omuhle ngemva kokukhishwa kocwaningo olucacile lokunokwenzeka (DFS).

“Ukuqedwa kwe-DFS, kuhlanganiswe nokutholwa kwenzuzo kumadiphozithi amaningi aseduze e-tungsten e-Bonya, kwaba yigxathu elikhulu eliya phambili kwi-Thor Mining,” kusho uBilling. "Ngenkathi intengo yethu yamasheya inyuka kafushane ezindabeni, iphinde yahlala ngokushesha, okungenzeka ikhombise ubuthakathaka obujwayelekile ezitokweni ezincane zezinsiza eLondon."

Umbono we-Tungsten 2019: Unyaka ozayo

Njengoba i-2018 isondela ekupheleni, imakethe ye-tungsten isacindezelekile kancane, amanani e-APT ahlezi ku-US $ 275 kuya ku-US $ 295 ngo-December 3. Nokho, ukwanda kwesidingo onyakeni omusha kungase kuqedele lo mkhuba futhi kusize amanani alulame.

UBilling ukholelwa ukuthi i-tungsten ingaphinda inkambiso yentengo eyayithatha ekuqaleni kwesigamu sika-2018.

“Sizwa ukuthi okungenani engxenyeni yokuqala ka-2019, imakethe izoshoda nge-tungsten futhi amanani kufanele aqinise. Uma izimo zomnotho zomhlaba zihlala ziqinile lokhu kushoda kungase kuqhubeke isikhashana; nokho, noma ibuphi ubuthakathaka obuqhubekayo emananini kawoyela bungase buthinte ukubhola kanjalo nokusetshenziswa kwe-tungsten.”

I-China izoqhubeka nokuba ngumkhiqizi ophezulu we-tungsten ngo-2019, kanye nezwe elisetshenziswa kakhulu i-tungsten, namanye amazwe akhulisa kancane kancane isidingo sawo se-tungsten.

Lapho ebuzwa ukuthi isiphi iseluleko asinikeza umtshali-zimali mayelana nokutshala imali ensimbi, uBilling wathi, “[t]ingsten amanani entengo ayaguquguquka futhi nakuba amanani ayelungile ngo-2018, futhi angase athuthuke, umlando uthi nawo azokwehla, ngezinye izikhathi kakhulu. Nokho, kuyisu lempahla enokushintshwa okuncane kakhulu futhi kufanele kube yingxenye yanoma iyiphi iphothifoliyo.”

Ngesikhathi efuna isitoko se-tungsten esingatshala kuso uthe abatshalizimali abanolwazi kufanele babheke izinkampani eziseduze nokukhiqiza, ezinezindleko eziphansi zokukhiqiza.

Kubatshalizimali abanentshisekelo yokufunda okwengeziwe ngale nsimbi ebucayi, i-INN ihlanganise amazwibela amafushane wokuthi ungaqala kanjani ngokutshala imali ye-tungsten. Chofoza lapha ukuze ufunde kabanzi.


Isikhathi sokuthumela: Apr-16-2019