Nickel Nqe Thiab Cov Hlau Stainless Futures Rally, Cov Khoom Muag Kev txhawj xeeb thiab kev thov rov qab ua kom pom tseeb

Ob lub nickel thiab stainless hlau kev lag luam yav tom ntej tau rov zoo rau qee qhov hnub no raws li kev xav tau ntawm macroeconomic tau khaws. Cov nqi ntawm txhua tus npib tsib xee thiab cov hlau tsis muaj hlau tau nce, thawb nrog kev pab cuam ntawm kev txhawj xeeb tshwm sim los ntawm kev pom zoo qeeb ntawm Indonesia's RKAB, zoo li qhov ntau tshaj li qhov kev cia siab nce siab hauv cov hlau mills 'tshiab qhib rau yav tom ntej disc nqi.

Txawm hais tias qhov kev rov qab los ntawm cov kev xav ntawm macro tau xa qee qhov kev pab rau lub khw muag khoom hlau, qhov kev sib pauv hauv cov nyiaj npib tsib xee tseem txwv. Cov khoom lag luam npib tsib xee ntshiab tau khaws cov qauv ntawm lub hauv paus cia, qhia tias cov khoom siv niaj hnub no muaj kev ntxhov siab ntawm nickel tseem muaj. Nyob rau lub sijhawm sib npaug, qhov nyiaj pab tom ntej ntawm npib tsib xee tseem ceeb tshaj plaws yog qhov nce ntxiv, uas kuj tseem yuav txwv tsis pub nce lub tsev ntawm nickel nqi.

Nyob rau hauv cov txheej txheem ntawm npib tsib xee tus nqi uptrend, cov nyiaj tau los ntawm outsourcing nickel sulphate rau electrowinning npib tsib xee tau los ua ib qho tseem ceeb anchoring reference. Qhov no muaj peev xwm uas upside ntawm tus nqi npib tsib xee kuj yuav raug txwv los ntawm txoj kev ntawm qhov nyiaj tau los no. Yog li ntawd, cov neeg yuav khoom xav them nyiaj kaw rau qhov txiaj ntsig ntawm kev hloov pauv ntawm cov khoom siv nickel sulphate rau electrowinning npib tsib xee thaum ua raws li tus nqi npib tsib xee.

Ntxiv nrog rau tus nqi npib tsib xee nws tus kheej, kev loj hlob ntawm Indonesia cov kev pab them nqi kho mob thiab kev kho tus nqi qis qis yog cov ntsiab lus tsim nyog cuam tshuam rau kev lag luam npib tsib xee. Raws li ib tug ntawm cov tseem ceeb tshaj plaws nickel producers, Indonesia cov kev pab them nqi kho mob kuj muaj ib tug heev muaj feem xyuam rau lub thoob ntiaj teb nickel kev ua lag luam. Lub caij no, qhov kev rov qab los ntawm qhov kev thov qis qis yuav ntxiv rau ib zaug muaj kev cuam tshuam rau cov qauv ntawm cov nqi nickel.

Raws li kev lag luam hlau stainless, qhov kev cia siab tshaj plaws ntawm cov khoom siv tshiab ntawm cov khoom siv hlau mills tau qhia txog qee qhov kev txhawb nqa. Txawm li cas los xij, cov ntsiab lus ntawm cov hlau tsis muaj hlau tseem yuav dhau los ntawm cov khoom siv siab. Nyob rau hauv cov ntaub ntawv ntawm kev thov recuperation tsis yog lawm tab sis meej, cov style ntawm stainless hlau nqi txawm li cas los xij xav kom ceev faj.

Zuag qhia tag nrho, txawm hais tias qhov kev xav ntawm macro-rebound rau npib tsib xee thiab stainless hlau lag luam tau xa qee qhov kev txhawb nqa, txawm li cas los xij, kev hloov kho hauv cov ntsiab lus tseem ceeb yog qhov tseem ceeb hauv kev txiav txim siab tus nqi sib txawv.