Ko te wā tino kino rawa atu mōHīriamaMe mutu te ngoikoretanga 4.0, engari mēnā ka tutuki te mahi pumau, te tīmatanga anō me te whakatairanga i ngā pokapū io matua huri noa i te ao e ai ki te wā i whakaritea. Ka noho teitei tonu hoki ngā utu ā-wā i roto i te wā poto.
He tau o ngā herenga tuku, ngā pēhanga kaipuke me te pikinga o ngā utu me ngā pakanga me ngā aituā, ngā wero o te pūnaha hauora me te pikinga o te tono mō ngā haurua-haurua i hanga he tupuhi tino pai mō ngā kaiwhakahaere o te hīriama. I te rā whakatuwheratanga o te huihuinga MENA Industrial Gases 2022 i Abu Dhabi, ko te karere mārama mai i te hīriama o te ao me te tūranga o te rohe MENA i roto i ngā mekameka tuku, tera pea he take mō te tumanako - ahakoa mā roto i ngā hua hou, mā te hangarua rānei i te kaha me te whanaketanga o ngā mākete.
TeheriumaKua pāngia te mākete e te pēhanga kāore i kitea i mua, nā te pahūtanga o te hau i te tipu matua o Gazprom i New Amur te nuinga. Mēnā ka ora ake i tēnei tau (2023), ka taea e ia te whai wāhi nui ki te tuku me te āwhina i te whakaheke i ngā utu.
Ina hoki, e ai ki a Phil Kornbluth, ko te kaupapa tukatuka hau Gazprom-Amur te mea nui rawa atu e pā ana ki teheriumamākete mō ngā tau e whā e whai ake nei. I kī a Kornbluth ko ētahi atu āhuatanga e whai wāhi ana ki te korenga o te Helium 4.0 ko te motuhanga o te waeine whakarei helium mata a BLM, te tiaki kua whakaritea i Qatar, te whakawhiti i te hau mai i Algeria mai i te hanga LNG, ngā paipa raro moana ki Ūropi nā te pakanga o Ukraine, ā, nō nā tata nei te korenga o te hau Whāngai Ahitereiria i te tipu Darwin me te ahi i te tipu tukatuka hau Haven KS. He tipu iti te tono tata ki te 2-4%, i akiakihia e te hanganga whare hou, me te hikohiko e hipa ana i te MRI hei tono matua - ka haere tonu te tipu iti o te tono.
Mai i waenganui o Hānuere ki waenganui o Hune, ko te hinu mataheriumaNā te korenga o te waeine whakarei (CHEU) i te Tari Whakahaere Whenua o Amerika (BLM) i whakaiti i te whakarei ake i te helium mata, ā, i whakaiti i te hau rauemi ki ngā mea matua e whāheriumangā whare hanga wai, ā, e 10% pea te nui o te tuku o te ao ka tangohia mai i te mākete. Mena ka taea e te BLM te mahi tonu, ko te mea kino rawa atu mōHīriama"Me mutu te korenga o te hinu 4.0, ā, ko te tau 2023 pea te tau e tika ana kia nui ai te tuku, engari kei te wā me te rahinga o te hanga hinu o Amur te mea katoa."
Tērā pea ētahiheriuma"Ka tīmata te mahi whakaputa i Amur i waenganui o te tau 2023, engari he nui tonu te koretake mō aua rā. Ko te tikanga, kua whakaroahia te wā o te tīmatanga anō e te pakanga i Ukraine, ā, nā ngā whiu, ka uaua ake te whakahaere i ngā hua, i ngā ipu tuku rānei ki Amur, mai i reira anō hoki."
I kī a Kornbluth ka piki tonu ngā utu kirimana, nā ngā ohorere utu mai i Qatar me ExxonMobil, ā, tera pea ka piki tonu ngā utu ā-wā. He pōuri anō te tirohanga mō ngā tau torutoru e whai ake nei, ā, he tino whakawhirinaki ki te tau 2023 pumau ake. Ko te arotahi anō kei te wā ka tuwhera anō te tipu Amur. Me heke ngā utu ina tae mai te tuku Amur ki te mākete, ā, me nui te tuku i te tau 2024, engari i runga i te koretake e pā ana ki ngā whiu a Ukraine me Russia, ehara tēnei i te mea tino pono,
Mō te tirohanga whānui, i whakarato a Kornbluth i ētahi atu taipitopito mō ngā whakahoutanga kaupapa pea me ngā āhuatanga mākete ka pā ki te ao whānui.heriumapakihi i te tau 2023, ā, hei whakamutunga, ka whakamutua te Helium Shortage 4.0.
Kei te tīmata te Kamupene Hinu o Irkutsk i tā rātou tipu hou i Yaraktinsky. He tipu 250 miriona putu kūpiko ia tau. Kāore e ranea hei whakamutu i te korenga ina tae ki tōna kaha katoa, engari ka whakaratohia he āwhina. "Mō te tirohanga mō te hauwhā tuatahi o te tau 2023, kua kōrero a Gazprom ki te iwi i ēnei rā tata nei e tumanakohia ana ka tae mai tā rātou tereina tuatahi i te marama o Āperira, ā, ka roa noa iho te tereina tuarua i roto i ētahi marama. Engari nā te mea i kī a Gazprom ka whakarewahia i te marama o Āperira, ehara i te mea ka tupu. Kia tae rā anō ki taua wā, ko teheriumaka noho tonu te mākete ki te hoko nui rawa. E whā o ngā kamupene nui e rima o te hēriuma kei te tohatoha i ngā taonga, ahakoa i ētahi wā, mai i te tīmatanga anō o tana CHEU kua piki ake ngā ōrau tohatoha a te BLM.
"I te nuinga, kua mutu pea te wā tino kino o te korenga o te hinu. Engari kei te wā me te rahinga o te hanga o Amur. Ki te kore a Amur e tīmata, ka raru tātou mō te toenga o te tau 2023. Ki te tīmata a Amur i te marama o Āperira, ā, ka tae mai te tereina tuarua i roto i ngā marama e rua i muri mai, ā, kei te rere pono tonu, kāti me kite tātou i te whakaoranga mai i te korenga o te hinu."
Hei whakamutunga, ko te pātai e pātaihia pinepinetia ana – āheaHīriamaKua mutu te korenga o te 4.0? He pai te whakautu ki tēnei, 9 ki te 12 marama mai i nāianei. Me aro anō tātou ki a Amur i te tau 2023/24. Mō te pakanga o Ukraine, kua kore ngā kaweake helium wai e whiua. I te marama o Hānuere, kāore ngā kaweake helium Rūhia i whiua. Ko te tikanga, ka taea te huri i tēnei āhuatanga i ngā wā katoa, ā, mēnā ka aukatia e ngā whiu ngā hoa kirimana a Gazprom ki te whakatutuki i ā rātou kirimana, ka taea te whakaiti me te whakaroa i te pānga o te tuku Amur ki te mākete o te ao, me te whakawhānui ake.HīriamaTe korenga o te 4.0 tae noa ki te tau 2024.
Wā tuku: Maehe-01-2023





