China da Green Energy sun tura farashin tagulla don yin rikodin mafi girma

Masu sharhi na TOKYO sun yi hasashen cewa jan karfe zai ci gaba da karuwa yayin da tattalin arzikin duniya da kasar Sin ke mamaye da shi ke nuna alamun bullowa daga koma bayan tattalin arziki na COVID-19, duk kuwa da dagewar da wasu masu zuba jari na dogon lokaci suka yi na cewa ba za su shiga ba.

Farashin tagulla na Tagulla na London Metal Exchange ya kai matsayi mafi girma a farkon watan Mayu, akan dalar Amurka 10,460 kan kowace tan, kuma ya kasance sama da dalar Amurka 10,000 tun daga lokacin.Farashin tagulla bai kusan kusan wannan bakin ba tsawon shekaru goma, kuma ya kusan ninka sau biyu a shekara.

Masu nazarin kasuwa ba su yi mamaki ba.

Takayuki Honma, babban masanin tattalin arziki a Sumitomo bincike na duniya, ya ce tsallen "ana tsammanin." "Ko ba dade ko ba dade, farashin zai wuce $10000."

Tasirin annobar da kyar ya sassauta bukatar tagulla, musamman saboda farfadowar da kasar Sin ke yi cikin sauri.

Kasar Sin ita ce kasar da ta fi sayen tagulla a duniya, tana cin rabin adadin da ake nomawa a duniya.Idan aka kwatanta da na shekarar da ta gabata, kayayyakin da kasar Sin ta shigo da tagulla da kayayyakin da ba a sarrafa su ba daga watan Janairu zuwa Afrilu sun karu da kashi 9.8%.

"Kusan babu wani dalilin da zai sa farashin tagulla ya faɗi," in ji Tetsu Emori, babban jami'in gudanarwa na Emori Fund Management, wani kamfani mai ba da shawara kan zuba jari na Japan.Emori ya yi nuni da cewa tagulla na zama wani abin sha'awa ga masu zuba jari, musamman yadda manyan kasashe ke inganta samar da makamashin makamashin da ake sa ran zai kara yawan bukatar motocin lantarki da tashohin wutar lantarki da hasken rana.

An fi amfani da Copper don yinigiyoyin pvkuma ba makawa ne ga masu gina ababen more rayuwa.Ya lashe taken "Likita" saboda iyawar sa na ban mamaki na hasashen lafiyar tattalin arzikin duniya.

Duk da cewa cutar ba ta kare ba, amma farfadowar kasar Sin ya haifar da hauhawar farashin kayayyaki da dama.A cikin shekara guda kacal, farashin tama ya tashi da kashi 78%, kuma farashin itace ya ninka sau uku.Farashin sauran karafa irin su nickel da aluminum suma sun tashi.Duk da haka, farashin aluminum bai tashi ba kamar farashin jan karfe, don hakaaluminum gami igiyoyihar yanzu ana iya zaɓar don tashoshin wutar lantarki na hotovoltaic.

Manazarta da dama sun ce da wuya farashin tagulla ya yi ƙasa da dalar Amurka 8,000 kan kowace tan.

"Copper yanzu yana binciken sabon ma'aunin daidaiton farashin," in ji Honma.Babban masanin tattalin arziki na Sumitomo Corporation Global Research ya annabta cewa "sabon matakin farashin tagulla zai tashi da ƙima."

Ra'ayinsa na zage-zage ba shi da tushe.

Goldman Sachs ya yi kiyasin cewa saboda canjin kore, bukatar jan karfe za ta karu da kusan tan miliyan 600 zuwa tan miliyan 5.4 nan da shekarar 2030. Duk da haka, nan da shekarar 2030, kasuwa na iya fuskantar gibin wadata tan miliyan 8.2.

A cikin shekaru goma da suka gabata, an hana haɓaka sabbin ma'adanai, kuma har yanzu kamfanonin hakar ma'adinai suna taka tsantsan game da rubanya hannun jari a sabbin ma'adinan a cikin hauhawar farashi.

Ana samun ma'adinan ma'adinai masu albarka inda yake da wuyar jigilar manyan kayan aiki.Haka kuma karuwar wayar da kan muhalli ya haifar da karuwar farashin rage muhalli.Ko da kamfanin ya fara binciken ma’adinan a yanzu, zai dauki akalla shekaru biyar ana samar da wani abu.

A sa'i daya kuma, a fadin nahiyar Asiya, sakamakon karuwar bukatar tagulla, farashin hannayen jari na kamfanonin hakar ma'adinai da ciniki ya yi tashin gwauron zabi.

Farashin hannun jarin kamfanin kasuwanci na kasar Japan Marubeni Co., Ltd ya haura sama da kashi 34% tun farkon shekarar nan, yayin da masu kera karafa irin su Dowa Holdings da Eneos Holdings suka samu gagarumar nasara a bana.

Ana iya ganin irin wannan yanayin a wasu sassan yankin.A Koriya ta Kudu, farashin hannun jarin kamfanin samar da tagulla na Poongsan Corp. ya tashi da fiye da kashi 46% a bana, yayin da farashin hannun jarin masana'antar Zinc ta Koriya ta Kudu ya tashi da kashi 16%.Farashin hannun jari na kamfanin hakar ma'adinin tagulla na kasar Sin Jiangxi Copper ya tashi da kashi 47% a Hong Kong, yayin da farashin hannun jari na Zijin Mining Group ya karu da kashi 31%.

Kudade sun shiga hannun jarin kamfanonin da ke da alaƙa saboda fatan cewa farashin tagulla zai ci gaba da hauhawa ya bai wa masu zuba jari fifikon haɗari.Wannan kuma wani bangare ne na yanayin da masu zuba jari ke rikidewa daga manyan hajoji zuwa manyan hannayen jari saboda hasashen da ake yi na farfado da tattalin arziki daga koma bayan sabuwar cutar huhu.

A sakamakon haka, sashen ma'adinai ya zarce hannun jarin fasaha a cikin 'yan watannin nan.

Idan aka kwatanta da farkon shekarar, farashin hannayen jari na manyan kamfanonin fasaha irin su Apple da Alibaba har yanzu yana cikin wani yanayi mara kyau, yayin da farashin hannayen jari na SoftBank Group na Japan da TSMC ya dan karu.

The MSCI ACWI Metals and Mining Index ya ƙunshi manyan hannun jari da tsaka-tsaki daga kasuwanni 23 masu tasowa da kasuwanni 27 masu tasowa.A wannan shekara, ya karu da kashi 20%, wanda ya fi girma da kashi 4% na MSCI ACWI Information Technology Index.

Sakamakon yadda kudaden shiga ya shafa, dawo da kudaden hajoji da aka yi ta musayar tagulla su ma sun karu sosai.

Adadin dawowar WisdomTree Copper ETC a cikin shekarar da ta gabata kusan 80% ne, kuma kadarorin da ke karkashin gudanarwa sun karu zuwa matakin rikodin sama da dalar Amurka miliyan 900.Ma'aunin kula da kadarorin Asusun Copper Index na Amurka ya zarce dalar Amurka miliyan 300, kuma adadin dawowar sa na shekara guda ya wuce kashi 80%.

A bara, an ba da rahoton cewa Berkshire Hathaway na Warren Buffett ya sayi dan kadan fiye da 5% na Marubeni, Sumitomo da wasu manyan 'yan kasuwa uku.Kamfanonin kasuwancin Japan sun ja hankalin duniya.

Warren Buffett, wanda aka fi sani da mai saka hannun jari mai daraja wanda ke rike da hannun jari na dogon lokaci, ya ce a cikin wata sanarwa cewa kamfanin na kasuwanci "yana da kamfanonin hadin gwiwa da yawa a duniya, kuma akwai yuwuwar samun ƙari.… Ina fatan za a sami damammaki don moriyar juna a nan gaba..”

Bankunan kasuwanci sun shiga cikin tattalin arziki na gaske.Suna samar da makamashi, karafa, kayayyaki da sauran kayayyaki iri-iri ga kasar Japan, wanda ke da karancin albarkatu.

A lokaci guda kuma, wasu masu zuba jari na dogon lokaci suna taka tsantsan game da saka hannun jari a masana'antar da ta dogara sosai kan yanayin tattalin arziki da yanayin kasuwa.

Masafumi Oshiden, shugaban kamfanin Jafananci a New York Mellon Investment Management a Tokyo, ya ce, "Bisa ga ka'idojin ESG [Muhalli, Zamantakewa da Mulki], har yanzu yana da wahala a yi kyakkyawan kima."

Kamfanoni suna fuskantar matsin lamba daga masu fafutuka da masu saka hannun jari don daukar matakin magance sauyin yanayi, kuma gwamnatoci a duniya sun fara sanar da kudurinsu na rage sinadarin Carbonization.Ana roƙon kamfanonin hakar ma'adinai da su canza zuwa hanyoyin samar da tsabta kuma sun himmatu wajen haɓaka gaskiya don bin ƙimar ESG.

Zuba jarin Oshiden ya mayar da hankali ne kan hasashen inganta darajar kamfanoni na dogon lokaci, kuma ya yi nuni da cewa har yanzu kamfanonin hakar ma’adinai ba su dace da wannan dabarun ba."Sakamakon kuɗin da kamfanonin ciniki ke samu kuma yana da wuyar hasashen," in ji shi."Suna aiki a yankunan kasuwanci da yawa."