I-Tungsten Outlook ka-2019: Ngaba iiNtsilelo ziya kuwanyusa amaxabiso?

Iimpawu zeTungsten ze-2018: Ukukhula kwexabiso kwahlala ixesha elifutshane

Njengoko kukhankanyiwe, abahlalutyi bakholelwa ekuqaleni konyaka ukuba amaxabiso e-tungsten aya kuqhubeka kwi-trajectory efanelekileyo abayiqala ngo-2016. Nangona kunjalo, isinyithi saphela unyaka kancinci-kakhulu ukudakumba kwababukeli beemarike kunye nabavelisi.

"Ekupheleni kwe-2017, ukulindela kwethu ukuqiniswa kwamaxabiso e-tungsten ukuqhubeka kunye namanqanaba athile athobileyo emveliso eyongezelelweyo evela kwimisebenzi emitsha ye-tungsten-mining," kusho uMick Billing, usihlalo kunye ne-CEO ye-Thor Mining (ASX: THR. ).

“Sikwalindele ukuba iindleko zemveliso yaseTshayina ziqhubeke nokunyuka, kodwa amanqanaba emveliso evela eTshayina aya kuhlala engatshintshi,” wongeze watsho.

Maphakathi enyakeni, i-China yabhengeza ukuba kuya kuthintelwa unikezelo lwe-ammonium paratungstate (APT) njengoko izinyibilikisi eziphambili ze-APT kwiphondo lase-Jiangxi zavalwa ukuze zithobele imimiselo karhulumente malunga nokugcinwa kweentsimbi kunye nonyango lwe-slag.

Imbonakalo yeTungsten ka-2019: Imveliso encinci, imfuno engaphezulu

Ngaphandle kolindelo olulindelekileyo, amaxabiso e-tungsten athatha isikhubekiso esifutshane phakathi ku-2018, esiza kuphumla kwi-US $ 340 ukuya kwi-US $ 345 nge-metric tonne.

"Ukuhla kweepesenti ze-20 kwixabiso le-APT ngoJulayi no-Agasti mhlawumbi kuye kwacela umngeni kubo bonke abakwishishini.Ukusukela ngoko, intengiso ibibonakala ngathi ayinamkhombandlela kwaye ibikhangela into encedayo ukuba ihambe nokuba yeyiphi na indlela,” ucacise watsho uBilling.

Ukujonga phambili, imfuno yentsimbi ebalulekileyo, ebalulekileyo ekwenzeni intsimbi yomelele kwaye ihlale iqinile, kulindeleke ukuba inyuke njengoko imithetho eqinile yokwakha e-China malunga namandla ensimbi yezoshishino iphunyezwa.

Nangona kunjalo, ngelixa ukusetyenziswa kweTshayina kwentsimbi kunyuka, ngokunjalo nemimiselo yokusingqongileyo malunga nokukhupha i-tungsten, ukudala umoya wokungaqiniseki xa kuziwa kwimveliso.

“Siyaqonda ukuba uhlolo olungakumbi lokusingqongileyo lucwangciswe e-China, kwaye oku kuvalwa kakhulu kulindeleke.Ngelishwa, asinandlela yokuqikelela ngokuzithemba nasiphi na isiphumo kule [meko],” wongeze watsho uBilling.

Ngo-2017, imveliso ye-tungsten yehlabathi ibethe iitoni ezingama-95,000, ukusuka ku-2016 iyonke yeetoni ezingama-88,100.Imveliso yamazwe ngamazwe ngo-2018 ilindeleke ukuba ibe phezulu kulo nyaka uphelileyo, kodwa ukuba imigodi kunye neeprojekthi zivaliwe kwaye zilibaziseka, imveliso iyonke ingaba ngaphantsi, ukudala ukunqongophala kunye nokulinganisa imvakalelo yabatyali-zimali.

Ulindelo lwemveliso yehlabathi jikelele ye-tungsten nayo yancitshiswa ngasekupheleni kuka-2018, xa umgodi wase-Australia iWolf Minerals yamisa imveliso kumgodi wayo waseDrakelands eNgilani ngenxa yobusika obunzima kunye nobude obude kunye nemiba yenkxaso-mali eqhubekayo.

Ngokutsho kukaWolf, le ndawo ilikhaya kweyona tungsten inkulu yehlabathi kunye nediphozithi yetin.

Njengoko uBilling wabonisayo, “ukuvalwa komgodi waseDrakelands eNgilani, ngoxa kufak’ isandla ekunqongophaleni okulindelekileyo, mhlawumbi kuye kwathothisa umdla wabatyali-mali kwabo bafuna i-tungsten.”

KwiMigodi yeThor, i-2018 izise intshukumo yexabiso lesabelo esihle emva kokukhululwa kophononongo oluqinisekileyo lokunokwenzeka (DFS).

“Ukugqitywa kwe-DFS, kudityaniswe nokufumana umdla kwiidiphozithi zetungsten ezininzi ezikufutshane eBonya, yaba linyathelo elikhulu eliya phambili kwiMigodi yaseThor,” utshilo uBilling."Ngelixa ixabiso lesabelo sethu liye lanyuka ngokufutshane ezindabeni, liphinde lahlala ngokukhawuleza, libonisa ubuthathaka ngokubanzi kwizitokhwe ezincinci zemithombo eLondon."

Umbono weTungsten ka-2019: Unyaka ozayo

Njengoko i-2018 isondela ekupheleni, imarike ye-tungsten isacinezelekile kancinci, kunye namaxabiso e-APT ahleli kwi-US $ 275 ukuya kwi-US $ 295 ngoDisemba 3. Nangona kunjalo, ukunyuka kwemfuno kunyaka omtsha kunokuphelisa lo mkhwa kwaye kuncede amaxabiso abuyele.

I-Billing ikholelwa ukuba i-tungsten inokuphinda i-trend yexabiso eyayithatha ekuqaleni kwesiqingatha se-2018.

"Siyaqonda ukuba ubuncinane kwisiqingatha sokuqala se-2019, imarike iya kuba mfutshane kwi-tungsten kwaye amaxabiso kufuneka aqinise.Ukuba iimeko zoqoqosho zehlabathi zihlala zomelele ngoko oku kusilela kungaqhubeka okwethutyana;nangona kunjalo, nakuphi na ubuthathaka obuqhubekayo kumaxabiso e-oyile kunokuchaphazela ukugrumba kwaye ke ukusetyenziswa kwe-tungsten.

I-China iya kuqhubeka nokuba ngumvelisi ophezulu we-tungsten ngo-2019, kunye nelizwe elisebenzisa kakhulu i-tungsten, kunye namanye amazwe ngokucothayo ekwandisa imfuno yawo ye-tungsten.

Xa ebuzwa ukuba leliphi icebiso alinika umtyali-mali malunga notyalo-mali kwisinyithi, uBilling wathi, "[t] amaxabiso e-ungsten ayaguquguquka kwaye ngelixa amaxabiso ebelungile ngo-2018, kwaye anokuphucula, imbali ithi nabo bayakwehla, ngamanye amaxesha kakhulu.Nangona kunjalo, lurhwebo olucwangcisiweyo olunokutshintshwa oluncinci kakhulu kwaye kufuneka lube yinxalenye yayo nayiphi na ipotifoliyo. "

Xa ukhangela i-tungsten stock enokubakho ukutyala kuyo wathi abatyali-mali be-savvy kufuneka bajonge iinkampani ezikufutshane nemveliso, kunye neendleko eziphantsi zokuvelisa.

Kubatyali-mali abanomdla wokufunda ngakumbi malunga nale ntsimbi ibaluleke kakhulu, i-INN idibanise amagqabantshintshi amafutshane malunga nokuba ungaqala njani kutyalo-mali lwe-tungsten.Cofa apha ukufunda ngakumbi.


Ixesha lokuposa: Apr-16-2019