(ʻO nā manaʻo i hōʻike ʻia ma ʻaneʻi, ʻo ia nā manaʻo o ka mea kākau, ʻo Clyde Russell, he mea kākau no Reuters.)
Ua lilo ka lanahu Seaborne i mea lanakila mālie ma waena o nā huahana ikehu, me ka nele i ka manaʻo o ka ʻaila koʻikoʻi kiʻekiʻe a me ke kinoea kūlohelohe wai (LNG), akā e hauʻoli ana i nā lanakila ikaika ma waena o ka piʻi ʻana o ka noi.
ʻO ka lanahu wela, i hoʻohana ʻia i nā mea kanu mana, a me ka coking lanahu, i hana ʻia i ke kila, ua hui ikaika i nā mahina i hala.A ma nā hihia ʻelua, ʻo Kina ka mea hoʻokele, ka mea hana nui loa o ka honua, lawe mai a mea kūʻai aku i ka wahie.
ʻElua mau mea i ka mana o Kina i nā mākeke lanahu holo moana ma Asia;koi ikaika e like me ka hoʻokele waiwai o Kina mai ka maʻi maʻi coronavirus;a me ka koho kulekele o Beijing e pāpā i ka lawe ʻia mai mai Australia mai.
Hōʻike ʻia nā mea ʻelua i nā kumukūʻai, me ka lanahu wela haʻahaʻa haʻahaʻa mai Indonesia mai ka mea nui loa.
ʻO ka papa kuhikuhi pule no ka lanahu Indonesia me ka waiwai o ka ikehu o 4,200 kilocalories no kilokilo (kcal/kg), e like me ka loiloi ʻia e ka hui hōʻike kumukūʻai kūʻai kūʻai ʻo Argus, ua piʻi kokoke i ʻekolu hapaha mai kāna haʻahaʻa 2021 he $36.81 i ka $63.98 i ka pule Iulai 2.
Aia kekahi mea huki koi e kōkua ana i ka hoʻonui ʻana i nā kumukūʻai o ka lanahu Indonesia, me ka ʻikepili mai nā mea loiloi waiwai ʻo Kpler e hōʻike ana ua lawe mai ʻo Kina i 18.36 miliona mau tona mai ka mea hoʻouna nui loa o ka lanahu wela ma Iune.
ʻO kēia ka lua o ka nui o ka nui o ka mahina i lawe ʻia e Kina mai Indonesia e like me nā moʻolelo Kpler e hoʻi ana i Ianuali 2017, ua hoʻopau wale ʻia e ka 25.64 miliona tonnes o Dekemaba i hala.
ʻO Refinitiv, e like me Kpler e hahai ana i ka neʻe ʻana o nā moku, he haʻahaʻa haʻahaʻa ka lawe ʻana mai o Kina mai Indonesia mai Iune i 14.96 miliona tonnes.Akā ʻae nā lawelawe ʻelua ʻo ia ka lua o ka mahina kiʻekiʻe loa ma ka moʻolelo, me ka ʻikepili Refinitiv e hoʻi ana i Ianuali 2015.
Ua ʻae nā mea ʻelua i ka emi ʻana o ka lawe ʻana mai Kina mai Australia a kokoke i ka zero mai nā pae ma kahi o 7-8 miliona tonnes i kēlā me kēia mahina i lanakila a hiki i ka hoʻopaʻa ʻana ʻole o Beijing i ka waena o ka makahiki i hala.
ʻO ka nui o nā lanahu i lawe ʻia mai nā ʻāina āpau i Iune he 31.55 miliona mau tona, e like me Kpler, a he 25.21 miliona e like me Refinitiv.
Hoʻi hou ʻo Australia
Akā ʻoiai ʻo Australia, ka lua o ka mea hoʻopuka nui loa o ka lanahu wela a me ka mea nui loa o ka lanahu coking, ua nalowale paha ka mākeke Kina, ua hiki iā ia ke ʻimi i nā mea ʻē aʻe a ke piʻi ikaika nei ke kumukūʻai o kāna mau lanahu.
ʻO Benchmark kiʻekiʻe-grade thermal lanahu me ka waiwai ikehu o 6,000 kcal/kg ma ke awa o Newcastle i pau i ka pule i hala ma ka $135.63 tone, ka mea kiʻekiʻe loa i loko o 10 makahiki, a piʻi ma mua o ka hapalua i loko o nā mahina ʻelua i hala iho nei.
Kūʻai nui ʻia kēia ʻano lanahu e Iapana, South Korea a me Taiwan, aia ma hope o Kina a me India ʻo ia ka poʻe hoʻopuka nui o ka lanahu ma Asia.
ʻO kēlā mau ʻāina ʻekolu i lawe mai i 14.77 miliona tonnes o nā ʻano lanahu a pau mai Australia i Iune, e like me Kpler, iho mai Mei 17.05 miliona, akā ua piʻi ikaika mai 12.46 miliona i Iune 2020.
Akā ʻo ka mea hoʻopakele maoli no ka lanahu Australia ʻo India, nāna i lawe mai i kahi moʻolelo 7.52 miliona tonnes o nā papa āpau i Iune, mai 6.61 miliona i Mei a me 2.04 miliona wale nō i Iune 2020.
Makemake ʻo India e kūʻai i ka lanahu wela ma waena o Australia, e kūʻai aku ana ma ke kumukūʻai nui i ka wahie 6,000 kcal/kg.
Ua helu ʻo Argus i 5,500 kcal/kg lanahu ma Newcastle ma $78.29 i ka tonne ma Iulai 2. ʻOiai ua pāpālua ʻia kēia papa mai kona mau haʻahaʻa haʻahaʻa 2020, ʻoi aku ka maikaʻi o 42% ma mua o ka wahie kiʻekiʻe kiʻekiʻe i kaulana i nā mea kūʻai mai ʻĀkau ʻĀkau.
Ua hoʻihoʻi hou ʻia ka nui o ka lanahu o Australia mai ka hopena mua i hoʻokumu ʻia e ka pāpā Kina a me ka nalowale o ka noi mai ka maʻi maʻi coronavirus.Ua loiloi ʻo Kpler i ka hoʻouna ʻana o Iune i 31.37 miliona tonnes o nā papa āpau, mai 28.74 miliona i Mei a me 27.13 miliona mai Nowemapa, ʻo ia ka mahina nāwaliwali loa i 2020.
'O ka holo'oko'a, maopopo 'o Kina ka ho'opa'a 'ana i nā kumukū'ai lanahu i kēia manawa: 'o kona koi ikaika e ho'onui ana i ka lanahu Indonesia, a 'o kona pāpā 'ana i ka lawe 'ana mai mai Australia mai, ke koi 'ia nei ka ho'oponopono hou 'ana i nā kahe kālepa ma Asia.
(Ke hoʻoponopono ʻia e Kenneth Maxwell)
Ka manawa hoʻouna: Iulai-12-2021