Kutshanje, uRobin Griffin, usekela mongameli weesinyithi kunye nemigodi eWood Mackenzie, uthe, “Siqikelele ukuba i-copper iza kunqongophala kakhulu ukuya kuthi ga ngo-2030.” Ubalule oku ikakhulu ngenxa yokungazinzi okuqhubekayo ePeru kunye nokunyuka kwemfuno ye-copper kwicandelo lotshintsho lwamandla.
Wongeze wathi: “Nanini na xa kukho isiphithiphithi kwezopolitiko, kukho uluhlu lwemiphumo. Kwaye enye yezona zinto zicacileyo kukuba imigodi kusenokufuneka ivalwe.”
IPeru ibisoloko izaliswe zizibhengezo ukusukela oko uMongameli wangaphambili uCastillo wagxothwa kwityala lokumgxotha esikhundleni ngoDisemba ophelileyo, nto leyo eye yachaphazela ukwembiwa kobhedu kweli lizwe. Eli lizwe laseMzantsi Melika libandakanya i-10 ekhulwini yobonelelo lobhedu kwihlabathi liphela.
Ukongeza, iChile – eyona mveliso yobhedu inkulu ehlabathini, ebanga i-27% yobonelelo lwehlabathi – ibone imveliso yobhedu yehla nge-7% unyaka nonyaka ngoNovemba. UGoldman Sachs ubhale kwingxelo eyahlukileyo ngoJanuwari 16: “Ngokubanzi, sikholelwa ukuba imveliso yobhedu eChile isenokuncipha phakathi kowama-2023 nowama-2025.”
UTina Teng, umhlalutyi wemarike kwiCMC Markets, uthe, “Ukuqala kwakhona koqoqosho lwaseAsia kuya kuba nefuthe elikhulu kumaxabiso ekopolo njengoko kuphucula umbono wemfuno kwaye kuya kunyusela amaxabiso ekopolo phezulu ngenxa yokunqongophala kobonelelo ngokuchasene notshintsho lwamandla acocekileyo okwenza ukuba ukumbiwa kwemigodi kube nzima ngakumbi.”
UTeng wongeze wathi: “Ukunqongophala kobhedu kuya kuqhubeka de kubekho ukudodobala koqoqosho lwehlabathi okubangelwa yimimoya yangoku, mhlawumbi ngo-2024 okanye ngo-2025. Kude kube ngoko, amaxabiso obhedu angaphinda kabini.
Nangona kunjalo, ingcali yezoqoqosho kwiWolfe Research uTimna Tanners uthe ulindele ukuba imveliso yobhedu kunye nokusetyenziswa kwayo akuyi kuba “nefuthe elikhulu” njengoko uqoqosho lwaseAsia luphucuka. Ukholelwa ukuba imeko ebanzi yokufakelwa kombane isenokuba ngumqhubi oyintloko wemfuno yobhedu.
Ixesha lokuthumela: Sep-07-2023