He raruraru! He whakatūpato mō te nui o ngā matū! He wehi kei "whakaitihia te mōrearea o te tuku"!

Nō nā tata nei, i pānuitia e Covestro he raruraru nui tana tipu TDI 300,000-tana i Tiamana nā te turuturu o te haukini, ā, kāore e taea te tīmata anō i roto i te wā poto. E matapaetia ana ka tīmata anō tana tuku i muri i te 30 o Noema.

I tūtaki anō hoki a BASF, kei Tiamana hoki, ki te tipu TDI 300,000-tana i katihia mō te tiaki i te mutunga o Paenga-whāwhā, ā, kāore anō kia tīmata anō. Hei tāpiri, kei te whakahaerehia hoki te wāhanga BC a Wanhua hei tiaki auau. I roto i te wā poto, kei roto i te āhua kore mahi te kaha whakaputa TDI o Ūropi, e tata ana ki te 25% o te katoa o te ao, ā, kei te kino haere te kore taurite o te tuku me te tono ā-rohe.

I tapahia te "auaha ora" o te kaha kawe waka, ā, he maha ngā kamupene matū nunui i tuku whakatūpato mō ngā āhuatanga ohorere.

Kua heke te taumata wai o te awa o Rhine, e kiia nei ko te "ora" o te ōhanga o Ūropi, nā te nui o te pāmahana, ā, e matapaetia ana kāore e taea te whakatere i ētahi wāhanga awa matua mai i te 12 o Ākuhata. E matapaetia ana e ngā tohunga huarere ka haere tonu pea ngā āhuatanga tauraki i ngā marama e haere ake nei, ā, tera pea ka hoki anō te ngākau ahumahi o Tiamana ki aua hapa, ka pāngia e ngā pānga kino atu i te pakaru o Rhine i te tau 2018, ā, ka nui ake te kino o te raruraru pūngao o Ūropi i tēnei wā.

Tata ki te kotahi hautoru o te whenua o Tiamana te rohe o te awa o Rhine i Tiamana, ā, e rere ana i roto i ētahi o ngā rohe ahumahi nui o Tiamana pērā i te rohe o Ruhr. Neke atu i te 10% o ngā uta matū i Ūropi e whakamahi ana i te awa o Rhine, tae atu ki ngā rauemi mata, ngā maniua, ngā hua takawaenga me ngā matū kua oti. Tata ki te 28% o ngā uta matū Tiamana i te tau 2019 me te 2020 i ahu mai i te awa o Rhine, ā, he nui te whakawhirinaki o ngā mahi whakahaere matū hinu a ngā kamupene matū nunui pērā i a BASF, Covestro, LANXESS me Evonik ki ngā uta i te taha o te awa o Rhine.

I tēnei wā, kei te āhua taumaha te hau māori me te waro i Ūropi, ā, i tēnei marama, kua mana te aukati a te EU ki te waro o Rūhia. Hei tāpiri, kei te puta ngā kōrero ka kaha te EU ki te aukati i a Gazprom. Kua pā te rongo ohorere tonu ki te umanga matū o te ao. Hei whakaohooho, he maha ngā kamupene matū nunui pērā i a BASF me Covestro kua tuku whakatūpato wawe i roto i ngā wā tata nei.

I kī te kamupene tongi nui o Amerika Te Raki, a Mosaic, he iti te whakaputanga hua o te ao nā ngā āhuatanga kino pēnei i te pakanga i waenganui i a Rūhia me Ukraine, te piki haere tonu o te pāmahana i Ūropi me te Hononga o Amerika, me ngā tohu o te tauraki i te tonga o Brazil. Mō ngā phosphates, e matapaetia ana e Legg Mason ka roa ake pea ngā here kaweake i ētahi whenua puta noa i te toenga o te tau tae noa ki te tau 2023.

I kī te kamupene matū motuhake a Lanxess ka pā he "pānga kino" ki te umanga matū Tiamana mēnā ka aukatia te hau, ka kati te whakaputanga o ngā tipu matū nui rawa te hau, ā, me whakaiti te whakaputanga e ētahi atu.

I kī te kamupene tohatoha matū nui rawa atu o te ao, a Bruntage, ka raru te umanga matū o Ūropi i te pikinga o ngā utu pūngao. Ki te kore e taea te uru atu ki te pūngao iti te utu, ka pāngia te whakataetae waenga-ki-te-wā roa o te umanga matū o Ūropi.

I kī a Azelis, he kaihoko matū motuhake nō Belgium, kei te haere tonu ngā wero i roto i ngā mahi kawe taonga o te ao, inā koa ko te nekehanga o ngā taonga mai i Haina ki Ūropi, ki Amerika rānei. Kua pāngia te takutai o Amerika e te korenga o ngā kaimahi, te puhoi o te tuku utanga me te korenga o ngā taraiwa taraka i te US me Ūropi e pā kino ana ki ngā tukunga.

I whakatūpato a Covestro mā te wehewehe i te hau māori i roto i te tau e whai ake nei ka akiaki i ngā whare hanga takitahi ki te mahi i ngā kawenga iti, ka kati rawa rānei, i runga i te nui o te tapahi i te tuku hau, ka arahi pea ki te hinganga katoa o ngā mekameka hanga me te tuku me te whakararu i ngā mano tini o ngā mahi.

Kua maha ngā whakatūpato a BASF, mēnā ka heke te tuku hau māori ki raro iho i te 50% o te nui rawa o te hiahia, me whakaiti, me kati rānei te pūtake whakaputa matū whakauru nui rawa atu o te ao, te pūtake Ludwigshafen Tiamana.

I kī te kamupene matū hinu nui o Huiterangi, arā, ko INEOS, he tino teitei rawa te utu o ngā rauemi mata mō āna mahi i Ūropi, ā, nā te pakanga i waenganui i a Rūhia me Ukraine me ngā whiu ōhanga i puta mai i a Rūhia kua puta he "wero nui" ki ngā utu pūngao me te haumarutanga pūngao i roto i te umanga matū katoa o Ūropi.

Kei te haere tonu te raruraru o te "kaki piri", ā, kei te tata te panonitanga o ngā paninga me ngā mekameka ahumahi matū.

He maha ngā whakatūpato a ngā kamupene matū nunui o ngā mano maero te tawhiti, ā, ka puta he āwhā toto. Mō ngā kamupene matū ā-rohe, ko te mea nui ko te pānga ki tā rātou ake mekameka ahumahi. He kaha te whakataetae a tōku whenua i roto i te mekameka ahumahi iti-mutunga, engari he ngoikore tonu i roto i ngā hua utu nui. Kei roto hoki tēnei āhuatanga i roto i te umanga matū o nāianei. I tēnei wā, i roto i ngā rauemi matū taketake matua neke atu i te 130 i Haina, 32% o ngā momo kei te takoto kau tonu, ā, 52% o ngā momo kei te whakawhirinaki tonu ki ngā kawemai.

I te wāhanga whakarunga o ngā paninga, he maha hoki ngā rauemi mata i whiriwhiria mai i ngā hua o tāwāhi. Ko DSM i roto i te umanga kapia epoxy, ko Mitsubishi me Mitsui i roto i te umanga whakarewa; ko Digao me BASF i roto i te umanga whakakore pahuka; ko Sika me Valspar i roto i te umanga rongoā; ko Digao me Dow i roto i te umanga rongoā whakamakuku; ko WACKER me Degussa i roto i te umanga titanium dioxide; ko Chemours me Huntsman i roto i te umanga titanium dioxide; ko Bayer me Lanxess i roto i te umanga tae.

Te pikinga o ngā utu hinu, te korenga o te hau māori, te aukati waro a Rūhia, te tere o te tuku wai me te hiko, ā, inaianei kua aukatia hoki te kawe waka, e pā tika ana ki te tuku o ngā matū utu nui. Mēnā ka herea ngā hua utu nui kawemai, ahakoa kāore e tōia katoatia ngā kamupene matū, ka pāngia rātou ki ngā taumata rerekē i raro i te tauhohenga mekameka.

Ahakoa kei reira ngā kaihanga o roto o taua momo, kāore e taea te wawahi i te nuinga o ngā arai hangarau teitei i roto i te wā poto. Mena kāore tonu ngā kamupene o te umanga e taea te whakarerekē i ō rātou ake mātauranga me te ahunga whanaketanga, ā, kāore hoki e aro ki te rangahau me te whanaketanga me te auahatanga pūtaiao me te hangarau, ka haere tonu tēnei momo raruraru o te "kaki piri", ā, ka pāngia i roto i ngā āhuatanga kino katoa o tāwāhi. Ina pāngia tētahi kamupene matū nui e mano maero te tawhiti e tētahi aituā, kāore e kore ka rakuraku te ngākau, ka rerekē te manukanuka.

Kua hoki anō ngā utu hinu ki te taumata o ngā marama e ono kua pahure ake nei, he pai, he kino rānei?

Mai i te tīmatanga o tēnei tau, ka taea te kī ko te ia o ngā utu hinu o te ao he takahurihuri. Whai muri i ngā ngaru e rua o mua o te piki me te heke, kua hoki ngā utu hinu o te ao o ēnei rā ki te piki me te heke i te $90/para i mua i te marama o Poutū-te-rangi o tēnei tau.

E ai ki ngā kaitātari, i tētahi taha, ko te tumanako ka ngoikore te whakaoranga o te ōhanga i ngā mākete o tāwāhi, me te tipu o te hinu mata e tumanakohia ana, ka aukati i te pikinga o ngā utu hinu ki tētahi taumata; i tētahi atu taha, ko te āhua o te pikinga utu teitei o nāianei kua tautoko pai i ngā utu hinu. I roto i tēnei taiao uaua, kei roto ngā utu hinu o te ao i tētahi raruraru.

I kī ngā umanga tātari mākete kei te haere tonu te korenga o te hinu mata i tēnei wā, ā, he pumau tonu te tautoko o raro mō ngā utu hinu. Heoi, me te ahunga whakamua hou o ngā whiriwhiringa karihi a Iran, kei te tumanako hoki te mākete kia tangohia te aukati i ngā hua hinu mata o Iran ki te mākete, ka piki ake te pēhanga ki ngā utu hinu. Ko Iran tētahi o ngā kaihanga hinu nui torutoru i te mākete o nāianei ka taea te whakanui ake i te whakaputanga. Ko te ahunga whakamua o te whiriwhiringa whakaaetanga karihi a Iran kua waiho hei taurangi nui rawa atu i te mākete hinu mata i ngā wā tata nei.

Kei te arotahi ngā mākete ki ngā kōrero mō te whakaaetanga karihi o Iran

Nō nā tata nei, kua pēhia ngā utu hinu e ngā āwangawanga mō te tipu o te ōhanga, engari ko te taupatupatu hanganga i te taha tuku hinu kua waiho hei tautoko raro mō ngā utu hinu, ā, kei te pāngia ngā utu hinu e te pēhanga i ngā taha e rua o te pikinga me te hekenga. Heoi anō, ka kawea mai e ngā whiriwhiringa mō te take karihi o Iran ētahi taurangi pea ki te mākete, nō reira kua waiho hoki hei arotahi mō ngā rōpū katoa.

I tohu te tari mōhiohio taonga a Longzhong Information, he kaupapa nui ngā whiriwhiringa mō te take karihi o Iran i roto i te mākete hinu mata i ngā rā kei te heke mai.

Ahakoa kua kī te EU ka haere tonu tā rātou whakatairanga i ngā whiriwhiringa karihi mō Iran i roto i ngā wiki torutoru e whai ake nei, ā, kua kī anō hoki a Iran ka whakautu rātou ki te "tuhinga" i whakatakotoria e te EU i roto i ngā rā torutoru e whai ake nei, kāore anō te Hononga o Amerika kia whakapuaki i tētahi kōrero mārama mō tēnei, nō reira kei te noho tonu te koretake mō te hua whakamutunga o te whiriwhiringa. Nō reira, he uaua ki te whakakore i te aukati hinu o Iran i roto i te pō kotahi.

I roto i te tātaritanga a Huatai Futures, i kitea tonutia he rerekētanga i waenganui i te Hononga o Amerika me Īrāna mō ngā tikanga matua o te whiriwhiringa, engari kāore e whakakorehia te āheinga ki te whakatutuki i tētahi momo whakaaetanga wā poto i mua i te mutunga o te tau. Ko te whiriwhiringa karihi mō Īrāna tētahi o ngā kāri pūngao torutoru ka taea e te Hononga o Amerika te tākaro. I te mea ka taea tonu te whiriwhiringa karihi mō Īrāna, ka mau tonu tōna pānga ki te mākete.

I tohu a Huatai Futures ko Īrāna tētahi o ngā whenua torutoru kei te mākete o nāianei ka taea te whakanui ake i te hanga, ā, ko te tūranga hinu Īrāna i te moana me te whenua e tata ana ki te 50 miriona oko. Kia whakakorea ngā whiu, ka nui ake te pānga ki te mākete hinu wā poto.