Mwezi watha, MMI Rare Earth Index (Monthly Metal Mining Index) idatsika modabwitsa 11.22%.Kupanga mafakitale ku China kudachepa mu Januware.Izi zidakhudza kwambiri mlozera chifukwa China idakali gwero la ma oxide ambiri osowa padziko lapansi.Chigawo chaku China chomwe chili pamndandandawu chidatsika kwambiri pomwe mayiko ambiri amafunafuna zinthu zomwe si zaku China zapadziko lapansi.
Kuchoka ku China kungapangitse kusintha kwapadziko lonse lapansi pazosowa zapadziko lapansi.Pakadali pano, ma depositi osowa padziko lapansi ku US, Australia, Sweden ndi madera ena padziko lapansi akupitilizabe kukopa chidwi chamakampani amigodi omwe akufuna kuwonjezera kupanga zinthu zapadziko lapansi.
Pezani nkhani zamlungu ndi mlungu zonena za dziko losowa ndi zitsulo zina ndi kalata yaulere ya sabata ya MetalMiner.Dinani apa.
Wolemba mgodi warare Earth waku Australia Northern Minerals adasuntha kwambiri mwezi watha ndi wogawana nawo wamkulu China Yuxiao Fund.Malinga ndi nkhani yaposachedwa, Yuxiao Fund ikufuna kuwonjezera mtengo wake kuchoka pa 9.92% mpaka 19.9%, kupitilira kuwirikiza mtengo wake wapano.Komabe, Yuxiao sanathe kuchita izi popanda chilolezo cha Foreign Investment Control Board (FIRB), yomwe nthawi zambiri imalepheretsa kuwonjezeka kwa ndalama za China.
Ndalama zaku China mu pulogalamu ya migodi yachilendo ku Australia ikupitilira kuchepa chifukwa cha mliriwu.Akatswiri ambiri amakhulupirira kuti Australia ili ndi gawo lalikulu pakuchepetsa kulamulira kwa China pakupereka kwapadziko lapansi kosowa.Australia ili pamalo achisanu ndi chimodzi padziko lonse lapansi m'malo osungira nthaka osowa.Komabe, zoyesayesa zam'mbuyomu za Australia zoletsa osunga ndalama aku China omwe sapezeka padziko lapansi zasokoneza ubale waukazembe pakati pa mayiko awiriwa.
Dziko la Myanmar, lomwe lili ndi nthaka zambiri zopezeka m'mayiko osowa, ndi amenenso amagulitsa zinthu zambiri zochokera ku China.Mu 2021, chiwerengerochi chidzafika pafupifupi 60%.Sikuti China idakali bwenzi lalikulu kwambiri lazamalonda ku Myanmar, koma pafupifupi 17% yachuma chonse cha Myanmar chimadalira migodi.Kuonjezera apo, malipiro operekedwa ndi makampani amigodi aku China ali pamwamba pa ndalama zomwe amapeza ku Myanmar, zomwe zimapangitsa kuti ntchito zoterezi zikhale zokongola kwambiri.Komabe, izi zidapangitsa kuti dziko la China likhale lolimba pamasewera osowa padziko lapansi.
Osakayikira zisankho zanu zosowa padziko lapansi zogulanso.Funsani chiwonetsero chaulere cha Insights, mtengo wachitsulo wa MetalMiner ndi nsanja yolosera.
Mwezi watha, MetalMiner adalengeza za kupezeka kwa malo osowa kwambiri padziko lapansi ku Sweden pamwamba pa mzere wa Arctic Circle.Panthawiyo, ochita kafukufuku adavotera zomwe adapezazo ngati gawo lalikulu kwambiri la zinthu zapadziko lapansi zomwe zidapezeka ku Europe.Anthu ambiri akuda nkhawa kuti zimene atulukirazi zidzakhudza bwanji malonda a padziko lonse a zinthu zachilengedwe.
Komabe, ntchito yochotsa zinthu zapadziko lapansi zomwe sizipezekapezeka ndi nthawi yayitali komanso yotopetsa.Choncho, msika sungathe kuyembekezera kusintha mwamsanga.Kampani yamigodi ya ku Sweden ya LKAB inati: “Ntchitoyi ndi yapang’onopang’ono komanso yokwera mtengo . . .Chifukwa chake tsopano tikuyesera kuti andale amvetsetse kuti ngati akufuna, zomwe ziyenera kuchitidwa ndi zomwe ziyenera kukwaniritsidwa (zachilengedwe ndi chikhalidwe) Pamwamba, ndipo tilibe mavuto. ”
Ngakhale kupezedwako kuli kosangalatsa mosakayikira, sikungachepetse kufunikira kwachangu kwa China kuti asiye kudalira dziko losowa.Komabe, ntchitoyi iyenera kuyamba kwinakwake.
Tesla posachedwapa adalengeza kuti kampaniyo sidzagwiritsanso ntchito malo osowa padziko lapansi kupanga magalimoto atsopano.Chisankhocho chinapangidwa mwa zina kuti achepetse kudalira kwa Tesla ku China.Monga momwe dzinalo likusonyezera, dziko lapansi losowa limatha kukhala losowa komanso lovuta kulipeza.Chifukwa chake m'malo modalira mchere wosowa, Tesla akukonzekera kupanga magalimoto omangidwa ndi ma motors osowa padziko lapansi opanda maginito.
Kutsatira kutulutsidwa kwa nkhaniyi, mitengo yamasheya yamakampani ambiri aku China a rare earth idatsika.Mwachitsanzo, China Northern Rare Earth Group High-Tech Co Ltd idagwa 8.2%.Kampaniyi imagwira ntchito yopanga ndi kugulitsa zinthu zapadziko lapansi zoyengedwa kuti zitumizidwe kuchokera ku China.Pakadali pano, JL Mag Rare-Earth Co. ndi Jiangsu Huahong Technology Co., awiri mwa opanga kwambiri padziko lapansi osowa kwambiri ku China, atseka mpaka 7% yazopanga zawo zaku China kutsatira chilengezochi.
Ngati Tesla achotsa maginito ake okhazikika pakupanga mtsogolo, kampaniyo sidzafunikanso dziko lapansi losowa.Koma ngakhale injiniyo ingakhale yodalirika, imagwiritsanso ntchito mphamvu zambiri.Komabe, ngati Tesla atha kuchoka kudziko lachilendo, kusunthaku kungakhale kopindulitsa.
Zosintha zapachaka za MetalMiner zatulutsidwa mwezi uno.Pezani zolosera zatsatanetsatane zomwe mungagwiritse ntchito pofufuza zitsulo mpaka 2023. Onani zitsanzo.
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Nthawi yotumiza: Mar-10-2023