Tasirin rikici tsakanin Rasha da Ukraine akan kasuwar Graphite Electrode ta China

1) Kayan danye

Yakin Ukrain na Rasha ya kara girman sauye-sauyen da ake samu a kasuwar danyen mai. Ƙarƙashin ƙaƙƙarfan ƙididdiga da rashin ƙarfin rarar kuɗi na duniya, ƙila hauhawar farashin mai kawai zai hana buƙatar. Sakamakon tashin gwauron zabin da kasuwar danyen man fetur ta yi, farashin man coke na cikin gida da coke din allura ya karu bi da bi.

Bayan bukin, farashin coke na man fetur ya tashi sau uku ko ma sau hudu. Ya zuwa wannan lokaci, farashin danyen Coke na Jinxi Petrochemical ya kai yuan 6000, sama da yuan 900 a duk shekara, kuma na Daqing Petrochemical ya kai yuan 7300, sama da yuan 1000 a duk shekara. shekara.

Alurar coke ya nuna karuwa sau biyu a jere bayan bikin, inda aka samu karuwar mafi girma na allurar coke mai har zuwa yuan 2000 / ton. Ya zuwa lokacin hada wannan rahoto, adadin coke na coke mai allura da aka dafa don lantarki na graphite na cikin gida ya kai yuan 13000-14000 yuan / ton, tare da matsakaicin karuwa na yuan 2000 / ton duk shekara. Farashin coke na allura na tushen mai daga waje shine yuan 2000-2200 / ton. Alamar coke mai tushen mai ta shafa, farashin coke na coal coke shima ya karu zuwa wani matsayi. Farashin coke na kwal na gida na lantarki na graphite shine yuan 11000-12000 yuan / ton, tare da matsakaicin karuwa na yuan 750 / ton kowane wata a shekara. Farashin Coal coke coke da dafaffen coke na graphite lantarki da aka shigo da su shine 1450-1700 dalar Amurka / ton.

Kasar Rasha na daya daga cikin kasashe uku masu arzikin man fetur a duniya. A shekarar 2020, yawan danyen mai da Rasha ke hakowa ya kai kusan kashi 12.1% na yawan danyen man da ake hakowa a duniya, akasari ana fitar da shi zuwa kasashen Turai da China. Gabaɗaya, tsawon lokacin yakin Ukraine na Rasha a mataki na gaba zai yi tasiri sosai kan farashin mai. Idan ya canza daga "Blitzkrieg" zuwa "yaki mai dorewa", ana sa ran samun tasiri mai dorewa akan farashin mai; Idan tattaunawar sulhun da za ta biyo baya ta gudana cikin kwanciyar hankali kuma aka kawo karshen yakin nan ba da dadewa ba, farashin mai da aka yi a baya zai fuskanci matsin lamba. Sabili da haka, farashin man fetur zai kasance ya mamaye halin da ake ciki a Rasha da Ukraine a cikin gajeren lokaci. Daga wannan ra'ayi, farashin graphite lantarki daga baya har yanzu bai tabbata ba.