I te 24 o Hune, i kī ngā kaitātari mākete ka roa te wā e hoki ai te mahi hanga me te kawe waka o te umanga konumohe i te rohe o te Gulf Cooperation Council (GCC) ki te āhua noa, ā, kei te haere tonu ngā āhuatanga koretake e whakararuraru ana i te tuku konumohe me ngā ia o te utu o te ao.
I kī pūmau ngā kaitātari o Alpha Mena ahakoa ka whakatinanahia te whakaaetanga rangimārie e tika ana, he nui ngā mōrearea whakatinanatanga i roto i te hainatanga me te manatoko i muri mai, te tīmatanga anō o te raina whakaputa me te mahi. Mai i te tirohanga o te huringa whakatikatika, i raro i ngā āhuatanga pai, ka roa te 3 ki te 6 marama ki te whakatika i ngā whare whakaputa kua pakaru; e pā ana ki te hītori o te whakaoranga ahumahi i muri i ngā pakanga o mua, he maha ngā wā ka roa te 6 ki te 12 marama kia tino ora ai te kaha whakaputa konumohe ā-rohe. I tēnei wā, ko ngā reiti whakahaere o ētahi o ngā kamupene matuangā kamupene konumohei roto i te Moana-a-Kiwa, pērā i a Alba, EGA, me Qatarum, e mau tonu ana ki te 30% -60%. E matapaetia ana e ngā umanga he uaua ki te rohe te whakatutuki i te hokinga mai o te kaha whakaputa katoa i mua i te hauwhā tuawhā o te tau 2026.
I tāpiri atu te Tumuaki Tuarua o te Rangahau i te Peeke SICO, ko ngā taurangi uaua o nāianei o te pupū o ngā kaipuke tauranga, te roanga o ngā utanga, te pupū o ngā mahi kawe waka, me ngā whakarerekētanga tatari me te titiro a ngā kaihoko i te heke mai, e uaua ana ki te matapae tika i te wā e hoki ai te mekameka ahumahi ki te āhua noa, ā, he uaua ki te whakatau katoa i te raruraru tuku taonga mō te wā poto.
Kei te tautoko tonu ngā whakararuraru taha tuku i ngā utu konumohe, ā, kua hoatu e Alpha Mena ngā matapae utu: ki te tutuki angitu ngā whakaaetanga e tika ana, ka heke te utu konumohe mō te wā poto i waenga i te 5% -10%, ā, ka tūhuratia pea e ngā utu konumohe o London Metal Exchange (LME) te awhe $2850-2950/tana hei rapu tautoko; Tērā pea ka pumau te mākete mai i Hūrae ki Hepetema, me te awhe mahi e mau ana i te 2900-3050 tāra US mō ia tana.
I te taha tuku me te tono, he tūranga nui tō te rohe o te Moana-a-Kiwa i roto i te pūnaha tuku konumohe o te ao. E whakaatu ana ngā raraunga ko te whakaputanga o ia rā o te konumohe tuatahi o te GCC i te marama o Āperira i tēnei tau he 62% noa iho o te taumata i mua i te pakanga; Ko te whakaputanga katoa o te konumohe tuatahi i tēnei rohe e 6% -8% o te tapeke o te ao, ā, he puna nui hoki mō ngā kawemai mō te maha o ngā whenua, e tuku ana i te 19% o te tapeke kawemai konumohe ki te Kotahitanga o Ūropi, 20% -21% ki te Hononga o Amerika, me te 28% ki Hapani. Ko te ahunga whakamua o te whakatikatika i te kaha whakaputa konumohe o te Moana-a-Kiwa e pā tika ana ki te tuku rauemi mata ki Ūropi, Amerika, Hapani, me te maha atu o ngā wāhi, ā, ka haere tonu hei turanga tautoko mō ngā utu konumohe o te ao i roto i te wā waenga me te wā roa.
I te nuinga o te wā, tera pea ka haere tonu te iti o te tūnga whakahaere o ngā kamupene konumohe o Gulf, ā, ko ngā painga mō te wā poto ka arahi pea ki te hekenga o ngā utu konumohe. Heoi anō, ko te nui o te tuku o te ao i te rohe ka whakawhāiti i te wāhi heke mō ngā utu, ā, ko ngā utu konumohe i te hauwhā tuatoru tera pea ka rerekē i roto i tētahi awhe.
Wā tuku: Pipiri-26-2026
