【 Gabatarwa】: A matsayin ciniki mai yawa, yanayin kasuwar sulfur ta cikin gida yana da alaƙa da kasuwar duniya. Xiaobian zai kai ku ga fahimtar yanayin kasuwar sulfur ta duniya ta hanyar nazarin farashin kasuwar sulfur, sulfur acid da takin phosphate ta duniya.

1. Farashin dala na ƙasashen duniya yana ƙaruwa

A shekarar 2023, kasuwar dala ta Amurka ta ɗan tashi kaɗan, wanda da farko kasuwar RMB ta haifar, an ƙaddamar da kasuwar siyan taki ta China a watan Yuni, sannan kasuwar taki ta duniya a watan Yuli, kuma farashin kwangilar Qatar da Kuwait a watan Agusta ya karu da dala 19/18 a kowace tan zuwa dala 82/80 a kowace tan, kuma buƙatar ƙarfe ta Indonesia ta ƙaru a hankali. Ya zuwa ranar 10 ga Agusta, ɓangaren shigo da kaya: FOB Vancouver US $89 a kowace tan, FOB Gabas ta Tsakiya US $89.5 a kowace tan, ya tashi da 27.5 a kowace tan daga watan Yuli, ɓangaren fitarwa: CFR Indiya $102.5 a kowace tan, CFR China $113 a kowace tan, ya tashi da 16.5 a kowace tan daga watan Yuli. Babban farashin dalar Amurka a cikin ƙasa da ƙasa na sulfur yana ba da ƙarin tallafi ga kasuwar RMB.

2, Fitar da sinadarin sulfuric acid daga China zuwa Indonesia ya karu da kashi 229.6%

Ganin cewa sulfur kai tsaye ya koma ƙasa, shigo da sulfur daga sulfur mai kyau zuwa mara kyau, kasuwar duniya ta sulfur a rabin farko na wannan shekarar ya kai tan 175,300, wanda ya karu da kashi 16.79% a daidai wannan lokacin a bara, babban tushen da Japan da Koriya ta Kudu da Lardin Taiwan suka samar, wanda kashi 96.6% na shigo da sulfur daga Shandong, Jiangsu, ya samu, babban wadatar da ke ƙasa da manyan kamfanonin sinadarai masu kyau, da sauransu. Bugu da ƙari, yawancin sulfur mai ruwa a Shandong/Jiangsu yana da tsayi sosai, don haka buƙatar kasuwa ta fi yawa. Dangane da fitar da kayayyaki, fitar da sulfur acid daga China a rabin farko na shekarar ya kai tan 1,031,300, raguwar kashi 55.83% a daidai wannan lokacin a bara, galibi ana aika su zuwa Indonesia, Saudi Arabia, Chile da Indiya, waɗanda saboda buƙatar ayyukan ƙarfe a Indonesia, ƙimar ci gaban fitarwa ta kai kashi 229.6% idan aka kwatanta da shekarar da ta gabata.

3, karuwar sayen takin phosphate na kasa da kasa yana kara farashin kayan masarufi

Dangane da takin phosphate da ke ƙasa, a matsayinta na babbar mai shigo da takin phosphate a duniya, Indiya ta shigo da jimillar tan miliyan 1.04 a watan Yuni, karuwar kashi 283.76%, tare da tasirin ruwan sama mai yawa a Kudu maso Gabashin Asiya a wannan shekarar, buƙatar takin ya sa Thailand, Bangladesh da Vietnam da sauran ƙasashe su ƙara siyan takin phosphate na ƙasa da ƙasa, kuma kasuwar duniya ta fara sa farashin phosphate ya tashi da sauri. A halin yanzu, ƙimar DAP ta ƙasa da ƙasa galibi tana tsakanin dala CFR530-550 na Amurka a kowace tan, kuma farashin takin phosphate mai yawa yana haifar da farashin sulfur da ba a sarrafa ba, kuma kasuwar sulfur ta ƙasa da ƙasa tana kan gaba. Duk da haka, a halin yanzu, kasuwar urea ta duniya ta ragu a hankali, kuma buƙatar kasuwar takin za ta kasance cikin yanayi mai canzawa.

4, ƙarfin kasuwar duniya zuwa yaushe?

Tun daga watan Yuni, saboda tasirin abubuwa da yawa, farashin sulfur na ƙasashen duniya a kan hanya, gami da kasuwar sulfur acid da ke ƙasa da kuma ƙaruwar buƙatar takin phosphate na ƙasashen duniya, sun haɗu suka taimaka wajen haɗa wannan zagayen hauhawar farashi, a cikin ɗan gajeren lokaci, tallafin buƙatu, kasuwar sulfur mai santsi, da yuwuwar farashin ci gaba da hauhawa; A cikin dogon lokaci, zafin kasuwar takin phosphate da ke ƙasa a lokacin takin kaka zai ragu a hankali a watan Satumba, kuma buƙatar kayan masarufi da kayayyaki masu tsada za su kasance cikin ɗan takura, amma fara ajiyar hunturu na cikin gida na iya zama abin lura. Ana sa ran kasuwar sulfur ta duniya za ta haɗu kuma ta girgiza a mataki na gaba.