I-JPMorgan ibuyekeze izibikezelo zayo zentengo ye-iron ore zeminyaka ezayo, icaphuna umbono omuhle wemakethe, iKallanish. kubika.
I-JPMorgan manje ilindele ukuthi izintengo ze-iron ore zilandele lo mzila:
BHALISELA UKUGAYWA KWE-IRON ORE
- 2023: $117 ithani ngalinye (+6%)
- 2024: $110 ithani ngalinye (+13%)
- 2025: $105 ithani ngalinye (+17%)
“Umbono wesikhathi eside ube ngcono kancane kulo nyaka, njengoba ukukhula kwe-iron ore bekungenamandla ngendlela obekulindelekile. Ukukhiqizwa kwensimbi yaseChina nakho kuhlala kuqinile naphezu kwesidingo esibuthakathaka. Insalela yemikhiqizo ekhiqiziwe ithunyelwa ukuthi iyothunyelwa ngaphandle,” kusho ibhange.
Yize ukunikezwa kukhula kancane kancane, njengoba ukuthengiswa okuvela eBrazil nase-Australia ikakhulukazi kukhuphuke ngo-5% kanye no-2% unyaka kuze kube manje ngokulandelana, lokhu kusadingeka kubonakale emananini, ngokusho kwebhange, njengoba isidingo sezinto zokusetshenziswa eChina sizinzile. .
Ngo-Agasti, i-Goldman Sachs ibuyekeze izibikezelo zayo zezintengo ze-H2 2023 zaba ngu-$90 ngethani.
Ikusasa le-iron ore lehle ngoLwesine njengoba abahwebi befuna imininingwane yesibambiso saseChina sokusheshisa ukukhishwa kwezinqubomgomo eziningi zokuhlanganisa ukusimama komnotho.
Inkontileka yensimbi edayiswa kakhulu yangoJanuwari ku-Dalian Commodity Exchange yase-China yehle ngo-0.4% ngo-867 yuan ($118.77) ngethani kusukela ngo-0309 GMT, ngemva kokuqhubekela phambili kumaseshini amabili edlule.
Ku-Singapore Exchange, intengo yereferensi yesithako sokwenza insimbi yehle ngo-1.2% yaya ku-$120.40 ithani ngalinye.
(Ngamafayela avela kwa-Reuters)
Isikhathi sokuthumela: Sep-22-2023