Pamene mkangano pakati pa Russia ndi Ukraine ukupitirirabe, Russia ndi Ukraine monga mayiko aku China omwe amatumiza ma electrode a graphite, kodi izi zingapangitse kuti China isinthe ma electrode a graphite?
Choyamba, zipangizo zopangira
Nkhondo pakati pa Russia ndi Ukraine yawonjezera kusakhazikika kwa msika wamafuta, ndipo chifukwa cha zinthu zochepa zomwe zilipo komanso kusowa kwa mphamvu zina padziko lonse lapansi, mwina kukwera kwa mitengo yamafuta ndi komwe kungachepetse kufunikira kwa mafuta. Chifukwa cha kusinthasintha kwa msika wamafuta osakonzedwa, mitengo yamafuta a coke apakhomo, ndi ma coke a singano akuwonetsa kukwera.
Mtengo wa petroleum coke pambuyo pa tchuthi unawonetsa kukwera katatu motsatizana, ngakhale kukwera kanayi motsatizana, monga momwe atolankhani adanenera, mtengo wa jinxi petrochemical coking wa 6000 yuan/tani, kukwera ndi 900 yuan/tani pachaka, mtengo wa Daqing Petrochemical wa 7300 yuan/tani, kukwera ndi 1000 yuan/tani pachaka.
Pambuyo pa chikondwererochi, kuchuluka kwa mafuta a singano coke kunakwera kawiri, kuchuluka kwa mafuta a singano coke kunakwera kwambiri kufika pa 2000 yuan/tani, monga momwe zinalili ndi atolankhani, mtengo wa mafuta a singano coke ophikira coke wa 13,000-14,000 yuan/tani, kuchuluka kwapakati pamwezi kwa 2000 yuan/tani. Mafuta ochokera kunja a singano coke ophikira coke 2000-2200 yuan/tani, omwe akhudzidwa ndi mafuta a singano coke, mtengo wa singano coke wophikira coke wakweranso mpaka pamlingo winawake, graphite electrode yophikira coke ...
Russia ndi imodzi mwa makampani atatu opanga mafuta padziko lonse lapansi, yomwe ili ndi 12.1% ya mafuta osakonzedwa padziko lonse lapansi mu 2020, ndipo imatumiza kunja makamaka ku Europe ndi China. Kawirikawiri, nthawi ya nkhondo ya Russia ndi Ukraine m'nthawi yotsatirayi idzakhudza kwambiri mitengo ya mafuta. Ngati nkhondo ya "blitzkrieg" ikhala "nkhondo yokhazikika", ikuyembekezeka kukhala ndi mphamvu yowonjezereka pamitengo ya mafuta. Ndipo ngati zokambirana zamtendere zomwe zikubwera zikuyenda bwino ndipo nkhondoyo itatha posachedwa, izi zitha kuyika kupsinjika pansi pamitengo ya mafuta, yomwe yakwezedwa. Zotsatira zake, mitengo ya mafuta idzakhalabe yolamulidwa kwakanthawi kochepa ndi mkhalidwe wa Russia ndi Ukraine. Kuchokera pamalingaliro awa, mtengo wa graphite electrode sudziwikabe.
Chachiwiri, kutumiza kunja
Mu 2021, mphamvu ya graphite electrode ku China inali pafupifupi matani 1.1 miliyoni, ndipo matani 425,900 adatumizidwa kunja, zomwe zikutanthauza kuti China idatulutsa matani 34.49% ya mphamvu ya graphite electrode pachaka. Mu 2021, China idatumiza matani 39,400 a graphite electrode kuchokera ku Russian Federation ndi matani 16,400 kuchokera ku Ukraine, zomwe zikutanthauza kuti China idatulutsa matani 13.10% ya mphamvu yonse yotumizidwa kunja mu 2021 ndi 5.07% ya mphamvu ya pachaka ya graphite electrode ku China.
Mu magawo atatu oyamba a chaka cha 2021, mphamvu ya graphite electrode ku China ndi pafupifupi matani 240,000. Ponena za malire a zoteteza chilengedwe ku Henan, Hebei, Shanxi ndi Shandong, kotala yoyamba ya chaka cha 2022 ikhoza kutsika ndi pafupifupi 40% chaka ndi chaka. Mu kotala yoyamba ya chaka cha 2021, China idatumiza matani 0.7900 a graphite electrodes kuchokera ku Russia Federation ndi Ukraine, zomwe kwenikweni zinali zosakwana 6%.
Pakadali pano, ng'anjo yophulika pansi, ng'anjo yamagetsi ndi mafakitale osakhala achitsulo a graphite electrode akuyambanso kupanga chimodzi ndi chimodzi, kugula "kugula osati kugula pansi" m'malingaliro, kuchepa pang'ono kwa kutumiza kunja kungakhale kovuta kukhala ndi zotsatira zina pamsika wa graphite electrode wakunyumba.
Chifukwa chake, nthawi yochepa, mtengo ukadali chinthu chachikulu chomwe chikukhudza msika wa ma electrode a graphite ku China, ndipo kubwezeretsa kufunikira ndi gawo la kuyaka.
Nthawi yotumizira: Marichi-04-2022