(Maikutlo a hlahisitsoeng mona ke a sengoli, Clyde Russell, sengoli sa litaba sa Reuters.)
Mashala a Seaborne a fetohile mohlodi o khutsitseng har'a lihlahisoa tsa matla, ha a na tlhokomelo ea oli e tala ea boemo bo holimo le khase ea tlhaho e entsoeng ka liquefied (LNG), empa a natefeloa ke phaello e matla har'a tlhokahalo e ntseng e eketseha.
Ka bobeli mashala a futhumatsang, a sebelisoang lifemeng tsa motlakase le mashala a phehiloeng, a sebelisetsoang ho etsa tšepe, a matlafetse haholo likhoeling tsa morao tjena.Mme maemong ana ka bobedi mokganni e bile China, e leng mohlahisi e moholo ka ho fetisisa lefatsheng, e tswang kantle ho naha le moreki wa mafura.
Ho na le lintlha tse peli tse susumetsang China limmarakeng tsa mashala a leoatleng Asia;tlhokeho e matla ha moruo oa China o ntse o theoha seoa sa coronavirus;le khetho ea leano la Beijing ea ho thibela thepa e tsoang kantle ho naha ho tsoa Australia.
Lintho tsena ka bobeli li bonahala lithekong, 'me mashala a mocheso a tlase a tsoang Indonesia ke eena ea ruileng molemo ka ho fetisisa.
Lenane la beke le beke la mashala a Indonesia a boleng ba matla a 4,200 kilocalories ka kilogram (kcal/kg), joalo ka ha ho hlahlobjoa ke lefapha la tlaleho ea litheko tsa thepa Argus, le eketsehile hoo e ka bang kotara tse tharo ho tloha ka tlase ho $36.81 ka 2021 ho isa ho $63.98 ka beke ho isa ho $63.98 ka beke La 2 Phupu.
Ho na le ntlha e thusang ho nyolla litheko tsa mashala a Indonesia, ka lintlha tse tsoang ho bahlahlobisisi ba thepa Kpler e bonts'ang China e rekile lithane tse limilione tse 18.36 ho tsoa ho morekisi e moholo oa lefatše oa mashala a futhumetseng ka Phuptjane.
Ena e ne e le bolumo ea bobeli e kholo ka ho fetisisa ea khoeli le khoeli eo China e e rometseng ho tsoa Indonesia ho latela litlaleho tsa Kpler ho tloha ka Pherekhong 2017, e sirelelitsoe feela ke lithane tse limilione tse 25.64 tsa Tšitoe e fetileng.
Refinitiv, joalo ka Kpler e tsamaisang likepe, e na le thepa ea China e tsoang Indonesia e batlang e le tlase ka Phuptjane ka lithane tse limilione tse 14.96.Empa lits'ebeletso tsena tse peli li lumellana hore ena e ne e le khoeli ea bobeli e phahameng ka ho fetisisa e tlalehiloeng, 'me data ea Refinitiv e khutlela ho Pherekhong 2015.
Ka bobeli baa lumela hore thepa e tsoang kantle ho naha ea China e tsoang Australia e theohetse ho zero ho tloha ho lithane tse ka bang limilione tse 7-8 ka khoeli tse bileng teng ho fihlela thibelo e seng molaong ea Beijing e beoa bohareng ba selemo se fetileng.
Kakaretso ea mashala a tsoang linaheng tsohle ka Phuptjane e ne e le lithane tse limilione tse 31.55, ho latela Kpler, le limilione tse 25.21 ho latela Refinitiv.
Australia rebound
Empa le hoja Australia, e leng naha ea bobeli e kholo ka ho fetisisa ea mashala a chesang le e kholo ka ho fetisisa ea mashala a phehiloeng, e ka 'na eaba e lahlehetsoe ke' maraka oa Chaena, e khonne ho fumana mekhoa e meng 'me theko ea mashala a eona e ntse e phahama ka matla.
Benchmark ea mashala a mocheso a phahameng a matla a matla a 6,000 kcal / kg boema-kepeng ba Newcastle e felile bekeng e fetileng ho $ 135.63 tonne, e phahameng ka ho fetisisa lilemong tse 10, 'me e nyolohile ka ho feta halofo likhoeling tse peli tse fetileng.
Kereiti ena ea mashala e rekoa haholo ke Japane, Korea Boroa le Taiwan, tse maemong a ka morao ho China le India joalo ka bahoebi ba kaholimo ba mashala kantle ho naha ba Asia.
Linaha tseo tse tharo li ile tsa kenya lithane tse limilione tse 14.77 tsa mefuta eohle ea mashala ho tsoa Australia ka Phuptjane, ho latela Kpler, ho tloha ho limilione tse 17.05 tsa Mots'eanong, empa ka matla ho tloha ho limilione tse 12.46 ka Phuptjane 2020.
Empa mopholosi oa 'nete oa mashala a Australia e bile India, e kentseng rekoto ea lithane tse limilione tse 7.52 tsa mephato eohle ka Phuptjane, ho tloha ho limilione tse 6.61 ka Mots'eanong le limilione tse 2.04 feela ka Phuptjane 2020.
India e tloaetse ho reka mashala a mocheso a mahareng a mahareng ho tsoa Australia, a rekisoang ka theolelo e kholo ho mafura a 6,000 kcal/kg.
Argus o ile a lekola mashala a 5,500 kcal/kg Newcastle ka $78.29 tonne ka Phupu 2. Leha sehlopha sena se imenne habeli ho tloha maemong a tlase a sona a 2020, se ntse se le tlase ka 42% ho feta mafura a boleng bo holimo a ratoang ke bareki ba Asia Leboea.
Lipalo-palo tsa thekiso ea mashala tsa Australia li se li hlaphohetsoe haholo ke koluoa ea pele e bakiloeng ke thibelo ea China le tahlehelo ea tlhoko ea seoa sa coronavirus.Kpler e ile ea lekola thomello ea Phuptjane ho lithane tse limilione tse 31.37 tsa mephato eohle, ho tloha ho limilione tse 28.74 ka Mots'eanong le limilione tse 27.13 ho tloha ka Pulungoana, e neng e le khoeli e fokolang ka ho fetesisa ka 2020.
Ka kakaretso, ho hlakile hore setempe sa Chaena se holim'a kopano ea hona joale ea theko ea mashala: tlhokahalo e matla ea eona e matlafatsa mashala a Indonesian, 'me thibelo ea eona ea thepa e tsoang Australia e qobella ho lokisoa ha khoebo ea Asia.
(E hlophisitsoeng ke Kenneth Maxwell)
Nako ea poso: Jul-12-2021