Sekuphele unyaka kwagqashuka ingxabano yaseRussia ne-Ukraine ngo-February 24, 2022. Igesi yemvelo nomanyolo kwakuyizinto ezimbili ezithinteke kakhulu ze-petrochemical phakathi nonyaka.Kuze kube manje, nakuba amanani kamanyolo ebuyela kwesijwayelekile, umthelela wenkinga yamandla embonini kamanyolo awukapheli.
Kusukela engxenyeni yesine ka-2022, izinkomba ezinkulu zentengo yegesi yemvelo kanye nezinkomba zentengo kamanyolo zibuyele emuva emhlabeni jikelele, futhi yonke imakethe ibuyela kwesijwayelekile.Ngokwemiphumela yezezimali yezikhondlakhondla zemboni kamanyolo ngekota yesine ka-2022, nakuba ukuthengiswa kanye nensalela yenzuzo yalezi ziqhwaga isenkulu, idatha yezezimali imvamisa iphansi kunalokho okulindelwe yimakethe.
Imali engenayo ye-Nutrien yekota, ngokwesibonelo, ikhuphuke ngo-4% unyaka nonyaka yafinyelela ku-$7.533 billion, ngaphambi kancane kokuvumelana kodwa yehle isuka ku-36% yokukhula konyaka nonyaka kwikota edlule.Ukuthengiswa okuphelele kwe-CF Industries ngekota kukhuphuke ngo-3% unyaka nonyaka kuya ku-$2.61 billion, okushodayo okulindelwe yimakethe kwezigidigidi ezingu-2.8 zamaRandi.
Izinzuzo zikaLegg Mason ziwile.Lezi zinkampani ngokuvamile zibalule ukuthi abalimi banciphisa ukusetshenziswa kukamanyolo futhi balawula indawo yokutshala esimweni somnotho esiphezulu sokwehla kwamandla emali njengezizathu ezibalulekile zokusebenza kwabo okulinganiselwe.Ngakolunye uhlangothi, kungabonakala futhi ukuthi umanyolo womhlaba wonke engxenyeni yesine ka-2022 wawubanda ngempela futhi wedlula okwakulindelwe yimakethe yasekuqaleni.
Kepha njengoba amanani kamanyolo ehlile, eshaya imali etholwa yizinkampani, ukwesaba inkinga yamandla ayikanciphi.Muva nje, abaphathi be-Yara bathi akucaci emakethe ukuthi imboni iphumile yini enkingeni yamandla omhlaba.
Ezimpandeni zayo, inkinga yentengo yegesi ephezulu isekude ukuxazululwa.Imboni kamanyolo we-nitrogen kusafanele ikhokhe izindleko zegesi yemvelo ephezulu, futhi izindleko zentengo yegesi yemvelo kusenzima ukuzithola.Embonini ye-potash, ukuthunyelwa kwe-potash okuvela eRussia naseBelarus kuseyinselelo, kanti imakethe isivele ibikezela ukwehla kwamathani ayi-1.5m avela eRussia kulo nyaka.
Ukugcwalisa igebe ngeke kube lula.Ngaphezu kwamanani entengo kagesi aphezulu, ukuntengantenga kwezintengo zamandla nakho kwenza izinkampani zingenzi lutho.Ngenxa yokuthi imakethe ayinasiqiniseko, kunzima ukuthi amabhizinisi enze ukuhlela okuphumayo, futhi amabhizinisi amaningi adinga ukulawula okukhiphayo ukuze akwazi ukubhekana nakho.Lezi yizinto ezingase ziphazamise imakethe kamanyolo ngo-2023.
Isikhathi sokuthumela: Mar-09-2023