Imakethe ye-urea yakamuva ingachazwa njengekhula njalo, umkhuba wemakethe ngaphansi kokuqondiswa kobuso bezindaba ukhuphuka futhi wehle ngokushesha, okuyinto esobala kakhulu ephawulayo. Umfutho wobuso bomyalezo wokuphrinta awuthinti ngqo intengo yamanje yemakethe, kodwa futhi ungena ezingeni lokuhlinzekwa kanye nesidingo sasekhaya esikhathini esizayo. Kusukela ngomhlaka-15 Agasti, intengo yemakethe yeShandong Linyi ku-2550 yuan/ton, imakethe ye-urea ngemuva kokubhekana nomkhuba wamagagasi, kancane kancane yakhuphuka yaya ezingeni eliphezulu engxenyeni yenyanga, kanti ububanzi obukhulu bokukhuphuka kanye nokwehla cishe engxenyeni yenyanga bungaba ngu-200 yuan/ton, umthelela wohlangothi lwemizwa unquma ukuthi ukuguquguquka kwe-urea kuye kwanda umkhuba, imakethe kufanele ihambisane nokushintshashintsha komkhathi, Ubuso bezindaba busebenza kanjani emakethe?

Njengoba umdlalo wezindaba zemakethe ukhula, uhlangothi lwemizwa luthatha isisindo esikhulu ethonyeni lemakethe, futhi amandla asobala kakhulu ukwahlulela imizwa ngekusasa lemakethe. Lapho izindaba zivuthwa kancane kancane, isimo sengqondo siba nethemba ngemakethe yesikhathi esizayo, futhi ukusabela kwangaphakathi kohlangothi lokuhlinzeka nokufunwa kuzobuthakathaka, futhi ukudluliselwa komyalezo wokumaka kuyindlela eqondakala kalula.

Umthelela wombhalo:

I-India ingumthengisi obalulekile we-urea eShayina, futhi inani lokuthunyelwa kwamanye amazwe eNdiya libalelwa cishe ku-50% womthamo wokuthunyelwa kwamanye amazwe wasekhaya ngonyaka. Ngokusho kwedatha yokuthunyelwa kwamanye amazwe yango-2022, inani eliphelele lokuthunyelwa kwamanye amazwe ngo-2022 lingaba ngamathani ayizigidi ezingu-2.83, lapho elokuqala kuseyiNdiya, umthamo wokuthunyelwa kwamanye amazwe ungamathani ayizigidi ezingu-1.23, okubalwa u-43.80% womthamo wokuthunyelwa kwamanye amazwe. Kunezinhlobo ezimbili zokuthengwa eNdiya: ukuthengwa kwamathenda omhlaba wonke kanye nokuthengwa kwenkontileka yesikhathi eside. Phakathi kwazo, ukubhida komhlaba wonke kanye nokuthengwa kwamanye amazwe kuyisici esisikhathaza kakhulu. Isizathu sokuthi umthelela wokubhida uqhubeka kuze kube ngu-Agasti noSepthemba kungenxa yokusabalala okuqhubekayo kwamahemuhemu emakethe ekuvulekeni kwamabhidi eNdiya, bese kuba ezindabeni zemakethe, futhi ekugcineni kuze kube yisikhathi sokugcina sokuthunyelwa. Yonke inqubo izohambisana nokudluliswa okuqhubekayo kobuso bezindaba, futhi emakethe yasekhaya yamanje engaphandle kwesizini, ukubonakala kophawu emcabangweni wemboni kuphawulwe njengokuhle, ngakho ukusabela kwemakethe kuzolandela ushintsho lwezindaba zophawu.

Indima ethile yalokhu kuphrinta, enye ibonakala entengo, ukubhida kwe-India IPL urea yokungenisa, kuthole inani labaphakeli abangu-23, inani eliphelele lamathani angu-3.382,500. Intengo ephansi kakhulu oGwini Olusempumalanga yi-CFR396 USD/ton, kanti intengo ephansi kakhulu ogwini olusentshonalanga yi-CFR399 USD/ton. Ukufika kwentengo kungathinta ngqo usayizi wesikhala se-arbitrage ekhaya nakwamanye amazwe, futhi intengo yokuphrinta yamanje ehambisana nentengo yefektri yasekhaya ukuthi kukhona isikhala sokuthumela ngaphandle, kodwa ngaphambi kokufika kwentengo, imboni yentengo yokuphrinta yenani elilindelekile iphakeme kakhulu, iningi lokuqagela lifinyelele kumadola aseMelika angu-400/ton FOB, ngakho-ke lapho amabhuzu efika, intengo yabuyela kancane kancane ezingeni elinengqondo, imboni enomkhuba okhulayo wokwehla, Inani lokubikezela lemakethe yesikhathi esizayo lancipha, futhi umuzwa wemakethe wehla, futhi amanani e-urea nawo abonise umjikelezo omncane wokwehla ngalesi sikhathi. Okwesibili ukusebenza kwenani, futhi intengo iyafana, ngaphambi kokufika kwezindaba, sigcina isimo sengqondo esingcono, futhi izindaba ezivame kakhulu embonini yamahemuhemu okuthi ukuphakelwa kweShayina kungafinyelela amathani ayizigidi ezingu-1.1, izindaba ziholele ekukhuphukeni kwekusasa izolo, futhi impendulo enembile kakhulu yenani lokunyathelisa ukuphakelwa kwekhaya kanye nesidingo, ngokuphakelwa kwekhaya okuphezulu kweNissan njengamanje, Ukwanda kwenani lokumaka ngokungangabazeki kuzobambezela ukudluliselwa kwengcindezi ohlangothini lokuphakelwa kwabakhiqizi bamanje, futhi amanani asekhaya azoletha amaphuzu amasha okusekela, futhi abakhiqizi baphakamise okunikezwayo kwabo.

Nakuba izindaba zokumaka zinikeza imakethe ukukhushulwa okuthile ngokomzwelo, izingozi azinakwa. Okokuqala, ukunikezwa kwamazwe ngamazwe kuzobhekana nethuba lokwanda ngemva kokuphela kwesheduli yokuthunyelwa kokumaka, futhi ukuguquguquka kwamanani amazwe ngamazwe akwaziwa. Okwesibili, amandla amasha okukhiqiza asekhaya azofakwa engxenyeni yesibili yonyaka. Kwezentengiselwano zasekhaya, ingcindezi ohlangothini lokuhlinzeka iyavela kancane kancane, futhi ukwesekwa kokuthunyelwa kwamanye amazwe kungaxhunyaniswa kahle nezolimo zikakolweni zasekwindla. Kuyinto ebalulekile ukugxila kuyo. Okwesithathu, umthelela wezici ezibalulekile njengezinqubomgomo zikazwelonke awukakanqunywa, futhi izici ezifana nesikhathi sokuhlolwa okusemthethweni kanye namandla okuthunyelwa kwamachweba asekhaya nazo kudingeka ziqaphele.

Sekukonke, imakethe isekelwa umthelela wokunyathelisa kanye nezinye izinto zesikhashana, futhi intengo isenendawo enkulu yokusebenza, kodwa ingozi yemakethe yesikhathi esizayo ayiguquki, futhi kuyadingeka ukunaka kakhulu ukushintshashintsha kwesimo sezindaba.