I te 10 o Hepetema, i pupuhihia e te Pānui Hokohoko o Ahitereiria he hau makariri ki te mākete karāpeti. I kī a Syrah Resources (ASX:SYR) kei te whakamahere rātou ki te mahi "tonu" hei whakatau i te hekenga ohorere o ngā utu karāpeti, ā, i kī pea ka heke iho ngā utu karāpeti i muri mai i tēnei tau.
Tae noa ki tēnei wā, me uru ngā kamupene karāpeti kua rārangihia ki Ahitereiria ki te "aratau hotoke" nā runga i ngā panonitanga o te taiao ōhanga: te whakaiti i te whakaputanga, te tango i ngā taonga, me te tapahi i ngā utu.
Kua hinga a Syrah ki ngā mate i te tau pūtea kua taha ake nei. Heoi, i kino anō te taiao mākete, ā, i akiaki te kamupene ki te whakaiti i te hanga karāpeti i roto i te maina o Balama i Mozambique i te hauwhā tuawhā o te tau 2019, mai i te 15,000 tana taketake ia marama ki te 5,000 tana.
Ka tapahia hoki e te kamupene te uara pukapuka o āna kaupapa mā te $60 miriona ki te $70 miriona i roto i ngā pūrongo pūtea ā-tau i tukuna i muri mai i tēnei wiki, ā, "ka arotake tonu i ngā whakahekenga utu hanganga mō Balama me te kamupene katoa".
I arotakehia e Syrah tana mahere whakahaere mō te tau 2020, ā, i whakapuaki i tōna hiahia ki te whakaiti i ngā whakapaunga, nō reira kāore he taurangi ka waiho tēnei whakaiti whakaputanga hei whakamutunga.
Ka taea te whakamahi i te graphite hei rauemi mō ngā anode i roto i ngā pākahiko lithium-ion i roto i ngā waea atamai, ngā rorohiko pona, ngā waka hiko me ētahi atu taputapu hiko, ā, ka whakamahia hoki i roto i ngā taputapu rokiroki hiko whatunga.
Nā te nui o ngā utu o te karāpeti kua akiakihia te rere o te pūtea ki ngā kaupapa hou i waho o Haina. I ngā tau kua pahure ake nei, kua piki ake te utu o te karāpeti i ngā utu o te karāpeti, ā, kua whakatuwheratia he maha o ngā kaupapa ā-rohe me ā-ao mō ngā kamupene o Ahitereiria.
(1) I tīmata a Syrah Resources i te mahi arumoni i roto i te maina karāpeti o Balama i Mozambique i te marama o Hānuere 2019, i muri i te whakakorenga o te pōuri e rima wiki te roa nā ngā raruraru ahi, ā, i tukuna e rātou he 33,000 tana o te karāpeti matotoru me te karāpeti pai i te hauwhā o Tīhema.
(2) I whiwhi a Grapex Mining o Perth i tētahi nama $85 miriona (A$121 miriona) mai i Castlelake i te tau kua hipa hei whakatairanga i tana kaupapa karāhe Chilalo i Tanzania.
(3) I mahi tahi a Mineral Resources me te Hazer Group ki te whakatū i tētahi whare hanga karāpeti hangai ki Kwinana, ki te Hauāuru o Ahitereiria.
Ahakoa tēnei, ko Haina tonu te whenua matua mō te hanga karāpeti. Nā te mea he utu nui te hanga karāpeti porowhita, mā te whakamahi i ngā waikawa kaha me ētahi atu matū, ko Haina anake te wāhi e hangaia ai te karāpeti arumoni. Kei te ngana ētahi kamupene i waho o Haina ki te whakawhanake i tētahi mekameka tuku karāpeti porowhita hou e whakamahi ana i tētahi huarahi e pai ake ana ki te taiao, engari kāore anō kia whakamātauhia he whakataetae te hanga arumoni ki a Haina.
E whakaatu ana te pānuitanga hou kua hē rawa te whakaaro o Syrah ki te ia o te mākete karāpeti.
E ai ki te rangahau whaihua i tukuna e Syrah i te tau 2015, ko te utu toharite o te karāpeti he $1,000 ia tana i te roanga o te wā e keri ana. I roto i tēnei rangahau whaihua, i whakahuahia e te kamupene tētahi rangahau utu o waho e kī ana ko te utu mō te karāpeti he $1,000 ki te $1,600 ia tana i waenga i te tau 2015 me te 2019.
I te marama o Hānuere o tēnei tau, i kōrero atu a Syrah ki ngā kaipupuri moni e matapaetia ana kei waenga i te $500 me te $600 ia tana te utu o te karāpeti i ngā marama tuatahi o te tau 2019, me te tāpiri atu ka "piki" ngā utu.
I kī a Syrah ko te toharite o ngā utu o te karāpeti he $400 ia tana mai i te 30 o Hune, he heke iho i ngā marama e toru kua pahure ake nei ($457 ia tana) me ngā utu o ngā marama tuatahi o te tau 2019 ($469 ia tana).
Ko te utu hanga waeine a Syrah i Balama (haunga ngā utu tāpiri pēnei i te utanga me te whakahaere) he $567 mō ia tana i te haurua tuatahi o te tau, ko te tikanga he nui ake i te $100 te rerekētanga i waenga i ngā utu o nāianei me ngā utu hanga.
Nō nā tata nei, he maha ngā kamupene kua whakarārangihia i roto i te mekameka ahumahi pākahiko lithium Haina i tuku i tā rātou pūrongo mahi mō te haurua tuatahi o te tau 2019. E ai ki ngā tatauranga, i roto i ngā kamupene 81, i heke te hua kupenga a te 45 kamupene i ia tau. I roto i ngā kamupene rauemi o runga ake i te 17, e 3 anake i eke ki te tipu hua kupenga i ia tau, i heke te hua kupenga a te 14 kamupene i ia tau, ā, i neke atu i te 15% te hekenga. I roto i a rātou, i heke te hua kupenga a Shengyu Mining mā te 8390.00%.
I te mākete heke o te umanga pūngao hou, he ngoikore te hiahia mō ngā pākahiko mō ngā waka hiko. Nā te pānga o te tautoko mō ngā waka pūngao hou, he maha ngā kamupene waka i tapahi i ā rātou ota pākahiko i te haurua tuarua o te tau.
I kī ētahi kaitātari mākete, nā te kaha haere o te whakataetae mākete me te tere o te whakaurunga o te mekameka ahumahi, e kiia ana i te tau 2020, ka 20 ki te 30 noa iho ngā kamupene pākahiko hiko o Haina, ā, neke atu i te 80% o ngā umanga ka tūpono ki te whakakorea.
I te poroporoaki ki te tipu tere, kei te puare haere te arai o te umanga lithium-ion e tomo ana ki te wā hea, ā, kei te mamae hoki te umanga. Heoi, ka huri haere te mākete ki te pakeketanga, ki te noho pūmau rānei, ā, kua tae ki te wā hei manatoko.
Wā tuku: Hepetema-18-2019