Pakutanga kwaGumiguru, mitengo yesimbi yakadzokazve kwenguva pfupi, kunyanya nekuda kwekuvandudzwa kwemitengo yekudiwa uye kukurudzirwa kwemitengo yekutakura zvinhu mugungwa. Zvisinei, sezvo mafekitori esimbi akasimbisa zvirambidzo zvekugadzira uye panguva imwe chete, mitengo yekutakura zvinhu mugungwa yakaderera zvakanyanya. Mutengo wakaderera zvakare mugore rino. Panyaya yemitengo yakakwana, mutengo wesimbi gore rino waderera neanopfuura 50% kubva pakakwirira, uye mutengo watodzikira. Zvisinei, kubva pamaonero ezvakakosha zvekugovera nekudiwa, zvinhu zviri pachiteshi parizvino zvasvika padanho repamusoro munguva imwe chete mumakore mana apfuura. Sezvo chiteshi chichiramba chichiunganidza, mitengo yesimbi isina simba yegore rino ichave yakaoma kuchinja.
Kutumirwa kwemigodhi mikuru kuchiri kuwedzera
Muna Gumiguru, kutumirwa kwesimbi muAustralia neBrazil kwakadzikira gore negore uye mwedzi nemwedzi. Kune rumwe rutivi, kwakakonzerwa nekugadzirisa migodhi. Kune rumwe rutivi, kutumirwa kwesimbi mugungwa kwakakanganisa kutumirwa kwesimbi mumigodhi mimwe kusvika pamwero wakati. Zvisinei, zvichienderana nekuverenga kwezvinangwa zvegore remari, huwandu hwemigodhi mina mikuru mukota yechina huchava nekuwedzera kwakati gore negore uye mwedzi nemwedzi.
Kubuda kwesimbi muRio Tinto muchikamu chechitatu kwakadzikira nematani mamiriyoni 2.6 gore negore. Zvichienderana nedonzvo reRio Tinto regore negore re320 miriyoni, kuburitswa kwesimbi muchikamu chechina kuchawedzera nematani miriyoni imwe kubva muchikamu chekare, kudzikira kwegore negore kwematani mamiriyoni 1.5. Kubuda kwesimbi muchikamu chechitatu cheBHP kwakadzikira nematani mamiriyoni 3.5 gore negore, asi yakaramba iine chinangwa chayo chegore remari che278 miriyoni-288 mamiriyoni ematani chisina kuchinja, uye inotarisirwa kuvandudzika muchikamu chechina chegore. FMG yakatumirwa zvakanaka muzvikamu zvitatu zvekutanga. Muchikamu chechitatu chegore, kuburitswa kwacho kwakawedzera nematani mamiriyoni 2.4 gore negore. Mugore remari ra2022 (Chikunguru 2021-Chikumi 2022), gwara rekutumira simbi rakachengetwa mukati me180 miriyoni kusvika 185 miriyoni matani. Kuwedzera kudiki kunotarisirwawo muchikamu chechina chegore. Kugadzirwa kweVale muchikamu chechitatu kwakawedzera nematani 750,000 gore negore. Zvichienderana nekuverengerwa kwematani mamiriyoni 325 kwegore rose, kugadzirwa muchikamu chechina kwakawedzera nematani mamiriyoni maviri kubva muchikamu chekare, izvo zvichawedzera nematani mamiriyoni manomwe gore negore. Kazhinji, kubuda kwesimbi mumigodhi mina mikuru muchikamu chechina kuchawedzera nematani anopfuura mamiriyoni matatu mwedzi nemwedzi uye matani anopfuura mamiriyoni mashanu gore negore. Kunyangwe mitengo yakaderera iine mhedzisiro pakutakura migodhi, migodhi mikuru ichiri purofiti uye inotarisirwa kuzadzisa zvinangwa zvayo zvegore rose pasina kuderedza nemaune kutumirwa kwesimbi.
Panyaya yemigodhi isiri yemagetsi, kutanga kubva muhafu yechipiri yegore, zvinhu zvinounzwa neChina kubva kunyika dzisiri dzemagetsi zvakadzikira zvakanyanya gore negore. Mutengo wesimbi wakadzikira, uye kubuda kwemamwe matombo esimbi anodhura zvakanyanya kwakatanga kudzikira. Saka zvinotarisirwa kuti zvinhu zvinounzwa kunze kwenyika zvisiri zvemagetsi zvicharamba zvichidzikira gore negore, asi mhedzisiro yacho yese haizove yakanyanya kuipa.
Kana tichitaura nezvemigodhi yemuno, kunyangwe kufarira kugadzirwa kwemigodhi yemuno kuri kudzikirawo, tichifunga kuti zvirambidzo zvekugadzira munaGunyana zvakanyanya, huwandu hwesimbi inobuda pamwedzi mukota yechina hahuzove pasi peiyo munaGunyana. Nokudaro, migodhi yemuno inotarisirwa kuramba yakagadzikana mukota yechina, nekudzikira kwegore negore kwematani angangoita mamiriyoni mashanu.
Kazhinji, kwakava nekuwedzera kwekutumirwa kwemigodhi mikuru mukota yechina. Panguva imwe chete, tichifunga kuti kugadzirwa kwesimbi yenguruve kunze kwenyika kuri kudzikirawo mwedzi nemwedzi, huwandu hwesimbi inotumirwa kuChina hunotarisirwa kuwedzera. Nokudaro, simbi inotumirwa kuChina ichawedzera gore negore uye mwedzi nemwedzi. Migodhi isiri mikuru nemigodhi yemumba inogona kudzikira zvishoma gore negore. Zvisinei, nzvimbo yekuderera kwemwedzi nemwedzi ishoma. Huwandu hwese hwezvinhu zvinowanikwa mukota yechina huchiri kuwedzera.
Zvinhu zviri pachiteshi zvinochengetwa mumamiriro ekuneta
Kuunganidzwa kwesimbi muzviteshi zvengarava muhafu yechipiri yegore kuri pachena, izvo zvinoratidzawo kuti simbi haina kuzara uye kudiwa kwayo kwakawedzera. Kubva muna Gumiguru, huwandu hwesimbi hwawedzera zvakare. Kubva musi wa29 Gumiguru, simbi muzviteshi zvengarava hwakawedzera kusvika pamatani mamiriyoni zana nemakumi mana nemashanu, kukosha kwakanyanya munguva imwecheteyo mumakore mana apfuura. Zvichienderana nekuverengwa kwedata rekugovera, simbi muzviteshi zvengarava inogona kusvika pamatani mamiriyoni zana nemakumi mashanu nemashanu pakupera kwegore rino, uye kumanikidzwa kuchawedzera ipapo ipapo.
Rutsigiro rwemari rwunotanga kupera simba
Pakutanga kwaGumiguru, pakava nekukwira zvishoma mumusika wesimbi, chimwe chikamu chakakonzerwa nekukwira kwemitengo yemidziyo yemugungwa. Panguva iyoyo, midziyo yeC3 kubva kuTubarao, Brazil kuenda kuQingdao, China yaimbova pedyo neUS$50/tani, asi pave nekuderera kukuru munguva pfupi yapfuura. Mitoro yakadzikira kusvika kuUS$24/tani musi wa3 Mbudzi, uye midziyo yemugungwa kubva kuWestern Australia kuenda kuChina yaingova US$12. /Ton. Mutengo wesimbi mumigodhi mikuru uri pasi peUS$30/tani. Nokudaro, kunyangwe mutengo wesimbi wadzikira zvakanyanya, mugodhi uchiri kuwana purofiti, uye rutsigiro rwemari ruchave rusina kusimba.
Pamwe chete, kunyangwe mutengo wesimbi wakaderera zvakanyanya mugore, pachine mukana uri pasi apa, kungave kuri kubva pamaonero ezviwanikwa uye zvinodiwa kana kubva kudivi remutengo. Zvinotarisirwa kuti mamiriro asina kusimba acharamba asina kuchinja gore rino. Zvisinei, zvinotarisirwa kuti mutengo wedhisiki wesimbi yemangwana inogona kunge iine rutsigiro rwunosvika 500 yuan/tani, nekuti mutengo wepombi we super special unoenderana nemutengo wedhisiki we500 yuan/tani uri pedyo ne320 yuan/tani, iyo iri pedyo nedanho rakaderera mumakore mana. Izvi zvichavewo nerutsigiro mumutengo. Panguva imwe chete, pasi pechikonzero chekuti purofiti patani yesimbi yedhisiki ichiri yakakwira, panogona kunge paine mari yekuderedza chiyero chesimbi yesnail, iyo inotsigira zvisina kunanga mutengo wesimbi yesimbi.