Vazhinji vanoongorora mamiriro emusika seakanaka, kunyangwe hosha yecoronavirus uye kunyangwe pamwe nekuda kwayo.
Makambani ePotash arikutarisira kuwedzera kudiwa muAsia pakati pegore rakaipa gore rapfuura, uye vagadziri vephosphate vari kutarisira kukwira kwemitengo mushure mechinzvimbo cheChina mudunhu reHubei chave chinhu chikuru chehosha. Nyanzvi dzinobvumirana kuti gore rese rinovimbisa kudzoka mumitengo, asi yambira kuti kukura hakukoshe kuve kwakakosha.
Uralkali inotarisira pasi rose potash fetereza kutengesa kune iyo 2020 chikamu chemazana matanhatu ematanhatu ematanhatu emakumi matanhatu nematanhatu mu2018 mushure mekudonha kusvika pamamirioni 65-66 ematani gore rapfuura, kambani yakataura muchitauti kumushumo wayo wepagore pasi peIFRS. Iyo kambani inotsanangura tarisiro yakanaka nekudzosa kwekutengeserana zviitiko muSoutheast Asia Muchikamu chechina che63, nekuda kwenzvimbo yakaoma yemusika, Uralkali yakaderedza huwandu hwezvigadzirwa (zvegore rese ne64%, kusvika pamamiriyoni gumi nemamiriyoni emamiriyoni emamiriyoni). Izvi zvaive zvakakodzera, pakati pezvimwe zvinhu, kusavapo kwechiChinese chibvumirano chegungwa muhafu yepiri yegore, kunonoka kusaina kondirakiti nevatengi veIndia uye kushandiswa kweiyo potassium kubva muzvinhu mumisika yakakosha.
Musika wephosphate fetiraiza wakashupika mugore rapfuura nekuda kwekudzikiswa kwemitengo kwakakomba kunokonzerwa nemamiriro ekunze asina kunaka uye kuwedzerwa kupihwa. Phosagro anoti gore rapfuura mitengo yakadonha kune yakasarudzika uye yakasvika pamubhadharo wevakawanda, kunyangwe vanobatanidza vagadziri, avo vaifanira kumisa chikamu chavo. Asi gore rino, kambani inotarisira kudzikiswa kwezvinhu kubva kune vanokwikwidza kuMorocco, United States neChina, pamwe nekusimudzira kudiwa kwemwaka mumisika yekuMadokero.
Nekudaro, kuChina, iyo nzvimbo yekugadzirwa kwefosifeti fetiraiza iri mudunhu rakazara nedenda reHubei, uye Phosagro inotarisira kudzikira kwezvinhu kubva munyika nematoni miriyoni nemazana mashanu. Mitengo muna Ndira yakatokwira ne $ 1,5-20 patani, zvichienderana nemusika wekutengesa.
Eurochem inotarisirawo mhedzisiro kubva kumamiriro pamwe necoronavirus nekuda kwemitengo yakakwira yefosforata mafetiraiza. Ivo vanotsanangura kuti iyo yakawanda ye potash inotumirwa kwete kuChina (isingasviki 2% muchimiro chekutengesa), asi kuNorth neLatin America (inenge 70%). Iyo kambani inofungidzira ayo potashi kugona kwe2020 pamamirioni 2,3 matani.
Elena Sakhnova anobva kuVTB Capital anotenda kuti gore rapfuura rakanga risina kunyanya kukuvadza kune vagadziri ve potash. Asi yefotereza yefosfeti, gore raive rakaipisisa, mitengo yakadzika kubva pamadhora mazana mana kusvika pamadhora mazana maviri nemakumi maviri nemashanu paton. Muna 400, inotarisira kupora mumusika wephosphorus, zvichipiwa kuti chingangoita 265-2020% yemagetsi eChina aive munzvimbo yekuparadzaniswa nekuda kwekoronavirus, semhedzisiro, kupihwa kwacho kunogona kuderedzwa nematani emamirioni maviri. Kuwedzera chinzvimbo kubva kuMoroccan OCP uye Saudi Maaden kuchaisa kumanikidza pamitengo. Naizvozvo, sekureva kwaElena Sakhnova, mutengo weiyo phosphate fetiraiza unokwira kusvika kumadhora 30 patani.
Muchikamu chemushonga wepotash, iyo nyanzvi inotarisira kuti mamiriro acho achawedzera kubva kumashure kweiyo coronavirus, nekuda kwekuti China isingashandise zviripo zviripo (anenge mamirioni maviri ematani) uye, nekudaro, haitange kutaurirana nezvezvinhu zvitsva. “Kukadzi-Kurume pachivanhu ndiyo nguva yakanakisa yekutaurirana, asi gore rino yakashaikwa nekuda kwekuwedzerwa kwezororo reGore Idzva. Saka kutanga kwavo kunogona kuenda pakati pegore, kana gore rino kutaurirana kunogona kusamboitika zvachose, ”yakadaro nyanzvi. Iye anobvuma kuti kudiwa kwefetiraiza manyowa muna 2 kuchakura nematani miriyoni imwe, ichave yakapetwa kupfuura nehunyanzvi hwakapihwa muRussia (mamirioni 2020 ematani eEuroChem) neCanada (1 miriyoni ematani). Panguva imwecheteyo, iyo Kommersant sosi mumusika inonyatso tarisa tarisiro yezvinhu zvepotashi kubva kuRussia kuenda kuChina.
Kubva pane zvigadzirwa kubva kuKommersant