Ngenyanga edlule, iMMI Rare Earth Index (Monthly Metal Mining Index) yehle ngo-11.22%.Ukukhiqizwa kwezimboni eChina kwehle ngoMasingana.Lokhu kube nomthelela omkhulu kunkomba njengoba iChina isewumthombo wama-earth oxide amaningi ayivelakancane.Ingxenye yomthombo waseShayina yenkomba yehle kakhulu njengoba amazwe amaningi ebheka izinto ezingezona ezaseShayina zomhlaba ezingavamile.
Ukuhoxa eShayina kungaholela ezinguqukweni ohlelweni lokuhlinzekwa kwempahla emhlabeni jikelele oluyivelakancane.Okwamanje, idiphozithi yomhlaba engavamile e-US, e-Australia, eSweden nakwezinye izingxenye zomhlaba iyaqhubeka nokuheha izinkampani zezimayini ezifuna ukwandisa ukukhiqizwa kwezinto ezingavamile zomhlaba.
Thola izindaba zamasonto onke mayelana nomhlaba ongavamile nezinye izinsimbi ngephepha lezindaba lamasonto onke lamahhala le-MetalMiner.Chofoza lapha.
Umvukuzi wase-Australia ongavamile i-Northern Minerals wenze isinyathelo esikhulu ngenyanga edlule ngomnikazi wamasheya omkhulu i-China Yuxiao Fund.Ngokwe-athikili yakamuva, i-Yuxiao Fund ibheke ukukhulisa inani layo lisuka ku-9.92% liye ku-19.9%, okungaphezu kokuphinda kabili inani layo lamanje.Kodwa-ke, u-Yuxiao akakwazanga ukuthatha lesi sinyathelo ngaphandle kwemvume yeBhodi Lokulawula Ukutshalwa Kwezimali Kwangaphandle (i-FIRB), elivame ukuvimba ukwanda kokutshalwa kwezimali kwase-China.
Ukutshalwa kwezimali kwamaShayina ohlelweni lwezimayini zomhlaba ezingavamile e-Australia kuyaqhubeka nokwehla ngenxa yalolu bhubhane.Ochwepheshe abaningi bakholelwa ukuthi i-Australia idlala indima ebalulekile ekwehliseni amandla eChina ekunikezeni umhlaba ongavamile.I-Australia ikleliswe endaweni yesithupha emhlabeni eziqiwini ezingavamile.Kodwa-ke, imizamo yase-Australia yangaphambilini yokuvimba abatshalizimali baseShayina abangavamile emhlabeni iphazamise ubudlelwano bezokuxhumana phakathi kwala mazwe womabili.
IMyanmar, elinye izwe elinezinqolobane ezinkulu zomhlaba ongavamile, nayo ilandisa ngokuthengwa kweChina komhlaba ongavamile.Ngo-2021, lesi sibalo sizofinyelela cishe ku-60%.Akukona nje kuphela ukuthi i-China isalokhu ihwebelana neMyanmar, kodwa cishe u-17% wawo wonke umnotho waseMyanmar uncike ezimayini.Ngaphezu kwalokho, amaholo ahlinzekwa yizinkampani zezimayini zaseShayina zingaphezu kwesilinganiso semali engenayo eMyanmar, okwenza ukusebenza kumaphrojekthi anjalo kukhange kakhulu.Kodwa-ke, lokhu kugcine kube nomthelela ekubuseni kweChina emdlalweni womhlaba ongavamile.
Ungalokothi ungabaze izinqumo zakho zokuthenga umhlaba ongajwayelekile futhi.Cela idemo yamahhala ye-Insights, intengo yensimbi yonke-in-one ye-MetalMiner kanye nenkundla yokubikezela.
Ngenyanga edlule, iMetalMiner imemezele ukutholwa kwediphozithi enkulu yomhlaba engavamile eSweden ngenhla nje komugqa we-Arctic Circle.Ngaleso sikhathi, abacwaningi balinganise ukutholakala njengediphozithi enkulu kunazo zonke yezinto zomhlaba ezingavamile eYurophu.Abaningi bayazibuza ukuthi lokhu okutholakele kuzokuthinta kanjani ukuhwebelana kwembulunga yonke ngomhlaba ongavamile.
Nokho, inqubo yokukhipha izakhi zomhlaba ezingavamile iyinqubo ende futhi eyisicefe.Ngakho-ke, imakethe ayikwazi ukulindela ukuguqulwa okusheshayo.Inkampani yezimayini yaseSweden i-LKAB ithe: “Inqubo ihamba kancane futhi iyabiza… lokhu bekulokhu kuyinkinga embonini.Ngakho-ke manje sizama ukwenza uhlelo lwezepolitiki luqonde ukuthi uma lufuna, yini okufanele yenziwe nokuthi yini okufanele izuzwe (ngokwemvelo nangokwenhlalo) Iphakeme, futhi asinazo izinkinga."
Nakuba ukutholwa kujabulisa ngokungenakuphikwa, ngeke kunciphise isidingo esiphuthumayo saseChina sokuyeka ukuthembela emhlabeni ongavamile.Nokho, inqubo kufanele iqale ndawana thize.
U-Tesla usanda kumemezela ukuthi inkampani ngeke isasebenzisa izindawo zokugcina umhlaba ezingavamile ukudala izimoto ezintsha.Isinqumo senziwe ngokwengxenye ukunciphisa ukuthembela kukaTesla emhlabeni ongavamile waseShayina.Njengoba igama libonisa, imihlaba engavamile ingaba yindlala futhi kube nzima ukuyithola.Ngakho esikhundleni sokuthembela kumaminerali ayivelakancane, uTesla uhlela ukwakha izimoto ezakhiwe ngamamotho kazibuthe angenawo umhlaba angajwayelekile.
Ngemva kokukhishwa kwalezi zindaba, amanani entengo ezinkampani eziningi zaseShayina zomhlaba ezingavamile zehla.Isibonelo, amasheya e-China Northern Rare Earth Group High-Tech Co Ltd ahle ngo-8.2%.Le nkampani igxile ekukhiqizeni nasekudayiseni izakhi zomhlaba ezicolisisiwe ezingavamile ukuze zithunyelwe zisuka e-China.Ngaleso sikhathi, i-JL Mag Rare-Earth Co. kanye ne-Jiangsu Huahong Technology Co., abakhiqizi bomhlaba abakhulu abangavamile e-China, bavala cishe u-7% womkhiqizo wabo wase-China ngemva kwesimemezelo.
Uma uTesla eqeda amamotho akhe kazibuthe unomphela ekukhiqizeni okuzayo, inkampani ngeke isadinga umhlaba ongavamile.Kodwa nakuba injini ingase ithembeke, iphinde isebenzise amandla amaningi.Kodwa-ke, uma uTesla engakwazi ukusuka emhlabeni ongavamile, ukunyakaza kungase kuzuzise.
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Isikhathi sokuthumela: Mar-10-2023