Farashin Tagulla Ya Ci Gaba Da Hauhawa!

A cikin watanni biyu da suka gabata, ana ganin karuwar farashin jan ƙarfe cikin sauri, daga (LME) dalar Amurka 8,000 a watan Fabrairu zuwa sama da dala 10,000 (LME) jiya (30 ga Afrilu). Girma da saurin wannan ƙaruwar sun wuce tsammaninmu. Irin wannan ƙaruwar ya haifar da matsin lamba ga yawancin odarmu da kwangilolinmu sakamakon hauhawar farashin jan ƙarfe. Dalilin shi ne cewa an bayar da wasu ƙiyasin farashi a watan Fabrairu, amma an sanya odar abokan ciniki ne kawai a watan Afrilu. A irin waɗannan yanayi, har yanzu muna sanar da abokan cinikinmu da su tabbata cewa Tianjin Ruiyuan Electric Material Co., Ltd. (TRY) kamfani ne mai himma da alhaki kuma komai yawan hauhawar farashin jan ƙarfe, za mu bi yarjejeniyar kuma mu isar da kayayyaki akan lokaci.

Bisa ga bincikenmu, an yi hasashen cewa farashin jan ƙarfe zai ci gaba da hauhawa na ɗan lokaci kuma yana iya kaiwa ga sabon tarihi. Ganin ƙarancin jan ƙarfe a duniya da buƙatu masu ƙarfi, makomar jan ƙarfe ta London Metal Exchange (LME) ta ci gaba da hauhawa gaba ɗaya, inda ta koma alamar dala 10,000 a kowace tan bayan shekaru biyu. A ranar 29 ga Afrilu, makomar jan ƙarfe ta LME ta tashi da kashi 1.7% zuwa dala 10,135.50 a kowace tan, kusan mafi girman rikodin dala 10,845 da aka saita a watan Maris na 2022. Tayin karɓar hannun jari na BHP Billiton ga Anglo American plc shi ma ya nuna damuwar wadata, wanda ya zama muhimmin abin da ke ƙara wa farashin jan ƙarfe ya wuce dala 10,000 a kowace tan. A halin yanzu, ƙarfin samar da jan ƙarfe na BHP Billiton ba zai iya biyan buƙatun kasuwa ba. Faɗaɗa ƙarfin samar da jan ƙarfe ta hanyar siye na iya zama hanya mafi sauri don biyan buƙatun kasuwa, musamman a cikin yanayin ƙarancin samar da jan ƙarfe na duniya a yanzu.
Akwai kuma wasu dalilai da dama da ke haifar da ƙaruwar. Na farko, har yanzu ana ci gaba da rikice-rikice a yankuna. Bangarorin da ke rikici suna amfani da harsashi mai yawa kowace rana, yayin da jan ƙarfe yana ɗaya daga cikin muhimman ƙarfe don kera harsasai. Rikice-rikicen da ke faruwa a Gabas ta Tsakiya, da abubuwan da ke faruwa a masana'antar sojoji suna ɗaya daga cikin mahimman dalilan da ke haifar da hauhawar farashin jan ƙarfe.
Bugu da ƙari, ci gaban AI yana da tasiri na dogon lokaci akan farashin jan ƙarfe. Yana buƙatar goyon bayan ƙarfin kwamfuta mai ƙarfi wanda ya dogara da manyan cibiyoyin bayanai da haɓaka gine-gine na ababen more rayuwa inda kayan aikin samar da wutar lantarki ke taka muhimmiyar rawa yayin da jan ƙarfe ɗaya ne mai mahimmanci ga kayayyakin samar da wutar lantarki kuma yana iya yin tasiri sosai ga ci gaban AI. Za a iya cewa gina ababen more rayuwa muhimmin haɗi ne wajen 'yantar da wutar lantarki da haɓaka ci gaban AI.
Bugu da ƙari, matsalar rashin zuba jari yana sa ya yi wuya a sami ma'adanai masu inganci. Ƙananan kamfanonin bincike waɗanda ke da ƙarancin jari suma suna fuskantar matsin lamba daga kariyar zamantakewa da muhalli yayin da farashin aiki, kayan aiki da kayan aiki suka yi tashin gwauron zabi. Saboda haka, farashin jan ƙarfe dole ne ya yi tsada don ƙarfafa gina sabbin ma'adanai. Olivia Markham, manajan kuɗi a BlackRock, ta shaida cewa farashin jan ƙarfe dole ne ya wuce dala 12,000 don ƙarfafa masu hakar jan ƙarfe su zuba jari a haɓaka sabbin ma'adanai. Yana yiwuwa abubuwan da aka ambata a sama da sauran abubuwan za su haifar da ƙarin hauhawar farashin jan ƙarfe.