JPMorgan e ntlafalitse likhakanyo tsa eona tsa theko ea tšepe bakeng sa lilemo tse tlang, e fana ka maikutlo a matle bakeng sa mmaraka, Kallanish. tlaleha.
JPMorgan joale e lebelletse hore litheko tsa tšepe li tla latela mokhoa ona:
Ingolise BAKENG SA TŠENYE EA TŠEPE
- 2023: $117 ka tonne (+6%)
- 2024: $110 ka tonne (+13%)
- 2025: $105 ka tonne (+17%)
“Maemo a nako e telele a ile a ntlafala ka mokhoa o itekanetseng selemong sena, kaha kholo ea phepelo ea tšepe e ne e se matla joalo ka ha ho ne ho lebelletsoe. Tlhahiso ea tšepe ea Chaena e boetse e lula e tsitsitse ho sa tsotellehe tlhokahalo e fokolang. Bolelele ba lihlahisoa tse entsoeng bo romelloa kantle ho naha, "banka e re.
Le ha phepelo e ntse e eketseha butle-butle, ka thepa e tsoang Brazil le Australia haholo-holo e nyolohang ka 5% le 2% ea selemo ho fihlela joale, sena se ntse se hloka ho bonts'oa ka litheko, ho latela banka, kaha tlhokahalo ea thepa e tala China e tsitsitse. .
Ka Phato, Goldman Sachs e ntlafalitse ponelopele ea litheko tsa H2 2023 ho isa ho $90 tonne.
Bokamoso ba tšepe ea tšepe bo theohile ka Labone ha barekisi ba ntse ba batla lintlha tsa boitlamo ba China ba ho potlakisa ho phatlalatsoa ha maano a mangata ho kopanya ntlafatso ea moruo.
Konteraka ea tšepe e rekisoang ka ho fetesisa ea Pherekhong ho Dalian Commodity Exchange ea China e theohile ka 0.4% ho 867 yuan ($118.77) ka tonne ho tloha ka 0309 GMT, ka mor'a hore e tsoele pele libokeng tse peli tse fetileng.
Ho Singapore Exchange, theko ea litšupiso ea sehlahisoa sa ho etsa tšepe ea October e theohile ka 1.2% ho ea ho $120.40 tonne.
(Ka lifaele tse tsoang ho Reuters)
Nako ea poso: Sep-22-2023