Muva nje, uRobin Griffin, iphini likamongameli wezinsimbi kanye nezezimayini eWood Mackenzie, uthe, “Sibikezele ukushoda okukhulu kwethusi kuze kube ngu-2030.” Uthe lokhu kungenxa yokuphazamiseka okuqhubekayo ePeru kanye nokukhula kwesidingo sethusi emkhakheni wokuguqulwa kwamandla.
Wanezela: “Noma nini lapho kuba nokuphazamiseka kwezepolitiki, kuba nemiphumela eyahlukahlukene. Futhi okunye okusobala kakhulu ukuthi izimayini kungase kudingeke zivalwe.”
IPeru ibilokhu igcwele imibhikisho selokhu owayenguMengameli uCastillo akhishwa esikhundleni ecaleni lokumxosha ngoDisemba odlule, okuthinte ukumbiwa kwethusi kuleli lizwe. Leli zwe laseNingizimu Melika liqukethe amaphesenti ayi-10 okutholakala kwethusi emhlabeni jikelele.
Ngaphezu kwalokho, iChile – umkhiqizi wethusi omkhulu kunabo bonke emhlabeni, okhiqiza u-27% wokunikezwa komhlaba – ibone ukukhiqizwa kwethusi kwehla ngo-7% unyaka nonyaka ngoNovemba. UGoldman Sachs wabhala embikweni ohlukile ngoJanuwari 16: “Sekukonke, sikholelwa ukuthi ukukhiqizwa kwethusi eChile kungenzeka kwehle phakathi kuka-2023 no-2025.”
UTina Teng, umhlaziyi wemakethe e-CMC Markets, uthe, “Ukuqala kabusha komnotho wase-Asia kuzoba nomthelela omkhulu emananini ethusi njengoba kuthuthukisa umbono wesidingo futhi kuzothuthukisa amanani ethusi ngenxa yokushoda kokunikezwa ngenxa yokuguquka kwamandla ahlanzekile okwenza ukumba kube nzima kakhulu.”
UTeng wanezela: “Ukuntuleka kwethusi kuzoqhubeka kuze kube yilapho kuvela ukwehla komnotho emhlabeni wonke okubangelwa yiziphepho zamanje, mhlawumbe ngo-2024 noma ngo-2025. Kuze kube yileso sikhathi, amanani ethusi angaphindeka kabili.
Kodwa-ke, isazi sezomnotho saseWolfe Research uTimna Tanners uthe ulindele ukuthi umsebenzi wokukhiqiza ithusi kanye nokusetshenziswa kwalo ngeke kube "nomphumela omkhulu" njengoba umnotho wase-Asia usimama. Ukholelwa ukuthi isimo esibanzi sokufakwa kukagesi singase sibe yimbangela enkulu yokufunwa kwethusi.
Isikhathi sokuthunyelwe: Septhemba-07-2023