JPMorgan ya sake duba hasashen farashin tama na ƙarfe na shekaru masu zuwa, yana mai nuni da kyakkyawan yanayin kasuwa, Kallanish. ya ruwaito.
JPMorgan yanzu yana tsammanin farashin tama na ƙarfe zai bi wannan yanayin:
YI RAHABI DOMIN NANA KARFE
- 2023: $117 kowace ton (+6%)
- 2024: $110 kowace ton (+13%)
- 2025: $105 kowace ton (+17%)
“Halin da aka dade ana samun ci gaba a cikin wannan shekarar da muke ciki, saboda karuwar samar da tama da tama bai yi karfi kamar yadda ake tsammani ba. Har ila yau, samar da karafa na kasar Sin ya kasance mai juriya duk da karancin bukata. Ana aika rarar kayayyakin da aka kera don fitar da su zuwa kasashen waje,” in ji bankin.
Yayin da ake samun karuwar kayayyaki a hankali, tare da fitar da kayayyaki daga Brazil da Ostiraliya musamman sama da kashi 5% da kashi 2% na shekara zuwa yau, wannan har yanzu yana bukatar a nuna shi cikin farashi, a cewar bankin, saboda bukatar albarkatun kasa a kasar Sin ta tsaya tsayin daka. .
A watan Agusta, Goldman Sachs ya sake duba hasashen farashin sa na H2 2023 zuwa $90 kowace ton.
Makomar karafa ta fadi a ranar Alhamis yayin da ‘yan kasuwa ke neman cikakken bayani kan alkawarin da kasar Sin ta dauka na hanzarta fitar da wasu manufofi don karfafa farfadowar tattalin arzikinta.
Kwangilar da aka fi yin ciniki da tama a watan Janairu a kasuwar hada-hadar kayayyaki ta Dalian ta kasar Sin ta ragu da kashi 0.4% kan yuan 867 ($118.77) kan kowace tan a karfe 0309 agogon GMT, bayan da aka samu ci gaba a cikin zaman biyun da suka gabata.
A kan Musanya na Singapore, ma'auni na kayan aikin ƙarfe na Oktoba farashin magana ya faɗi 1.2% zuwa $120.40 kowace tonne.
(Tare da fayiloli daga Reuters)
Lokacin aikawa: Satumba-22-2023