Hoʻohana mākou i nā kuki no nā kumu like ʻole, e like me ka mālama ʻana i ka hilinaʻi a me ka palekana o ka pūnaewele FT, ka hoʻopilikino ʻana i ka ʻike a me ka hoʻolaha ʻana, ka hāʻawi ʻana i nā hiʻohiʻona kaiapili, a me ka nānā ʻana i ke ʻano o kā mākou pūnaewele.
E like me nā mea he nui, ua hahai ʻo Gary Sharkey i nā mea hou loa i ka hoʻouka kaua ʻana o Rusia iā Ukraine. kila no ka mīkini.
ʻO Rusia a me Ukraine nā mea kūʻai huaʻai koʻikoʻi, me kahi kokoke i hoʻokahi hapakolu o ke kālepa palaoa honua ma waena o lākou.
"ʻO Ukraine a me Rūsia - he mea koʻikoʻi ka kahe ʻana o ka palaoa mai ke Kai ʻEleʻele no nā mākeke honua," i ʻōlelo ai ʻo Sharkey, ʻoiai ua hoʻopau maikaʻi ʻia nā hoʻoiho mai nā ʻāina ʻelua.
ʻAʻole wale i ka palaoa. Ua kuhikuhi pū ʻo Sharkey i ka piʻi ʻana o nā kumu kūʻai alumini. ʻO nā kumukūʻai no ka metala māmā i hoʻohana ʻia i nā mea āpau mai nā kaʻa a i ka pia a me nā pahu berena aia ma ke ala e paʻi i kahi moʻolelo kiʻekiʻe ma mua o $3,475 hoʻokahi tonne - e hōʻike ana i ka ʻoiaʻiʻo ʻo Rūsia ka lua-nui ka mea hoopuka aku.
“Aia nā mea a pau.Loaʻa ka waiwai pili politika i nā huahana he nui, "i ʻōlelo ai ka luna 55 makahiki, me ka ʻike ʻana ua piʻi nā kumukūʻai palaoa i 51% i nā makahiki he 12 i hala iho nei a ua piʻi nā kumukūʻai kinoea nui ma ʻEulopa ma kahi o 600%.
ʻO ka hoʻouka kaua ʻana o Ukrainian ua hoʻoneʻe i ke aka ma luna o ka ʻoihana kūʻai, no ka mea ua hiki ʻole ke nānā ʻole i nā laina hewa geopolitical e holo ana ma o nā mākeke kumu waiwai nui.
Ke piʻi nei nā pilikia politika. ʻO ka hakakā ponoʻī a me nā hoʻopaʻi ma luna o Rūsia ke hoʻopilikia nei i nā mākeke he nui, ʻoi aku ka palaoa.
Ma luna o kēlā, ke hopohopo nui nei nā mea kūʻai aku a me nā mea kūʻai aku e pili ana i nā ala e hiki ai ke hoʻohana ʻia nā mea maka he mau mea kaua politika o nā ʻāina ʻē - ʻoiai inā ʻo ka hoʻomohala ʻana i kahi Kaua anu hou e hoʻokaʻawale iā Rūsia, a ʻo Kina paha, mai ʻAmelika Hui Pū ʻIa. .Ke komohana.
No ka hapa nui o nā makahiki he ʻekolu i hala iho nei, ʻo ka ʻoihana waiwai kekahi o nā hiʻohiʻona kiʻekiʻe loa o ka honua, e hana ana i ka waiwai nui no nā ʻoihana kālepa e hoʻopili ai i nā mea kūʻai aku a me nā mea kūʻai aku i nā mea maka.
ʻO ka pākēneka o nā mea neon a pau e hele mai ana mai Rūsia a me Ukraine. ʻO nā kukui Neon kahi huahana o ka hana kila a he kumu kumu nui ia no ka hana chip. hoʻopilikia i ka ʻoihana semiconductor
ʻOiai ka nui o nā papahana pākahi ma nā wahi e like me ka mining ua uhi mau ʻia i loko o ka politika, ua kūkulu ʻia ka mākeke ponoʻī a puni ka makemake e wehe i ka lako honua. nā mea maka e pono ai lākou.
Ke ulu nei ka hoʻololi ʻana o ka ʻike i loko o ka ʻoihana waiwai no nā makahiki he ʻumi. I ka piʻi ʻana o ka haunaele ma waena o ʻAmelika a me Kina, ʻo ka paʻa ʻana o Beijing i ka hoʻolako ʻana i nā ʻāina laha ʻole - nā metala i hoʻohana ʻia i nā ʻano hana he nui. hiki ke lilo i mea kaua kālai'āina.
Akā i nā makahiki ʻelua i hala iho nei, ua ʻoi aku ka manaʻo o nā hanana ʻelua. , ʻO ka hoʻouka kaua ʻana o Rūsia iā Ukraine he mea hoʻomanaʻo ia no ka hiki ʻana i kekahi mau ʻāina ke loaʻa ka hopena nui i ka hoʻolako ʻana i nā mea waiwai ma muli o kā lākou mau mākeke nui i nā waiwai nui.
ʻAʻole ʻo Rūsia kahi mea hoʻolako nui o ke kinoea maoli i ʻEulopa, akā ua hoʻomalu pū i ka mākeke no nā mea waiwai nui ʻē aʻe, me ka aila, ka palaoa, ka alumini a me ka palladium.
"Ua hoʻohana ʻia nā mea kaua no ka manawa lōʻihi… he nīnau mau ia i ka wā e huki ai nā ʻāina i ke kumu," wahi a Frank Fannon, he kākau ʻōlelo kōkua mua o ka mokuʻāina no nā kumuwaiwai ikehu.
ʻO ka pane pōkole o kekahi mau ʻoihana a me nā aupuni i ke kaua ma Ukraine ʻo ia ka hoʻonui ʻana i nā waihona o nā mea waiwai koʻikoʻi. a me ke Komohana.
"Ke nānā pono nei ka honua i nā pilikia [geopolitical] ma mua o 10 a 15 mau makahiki i hala aku nei," wahi a Jean-Francois Lambert, he mea kālepa mua a me nā mea kūʻai aku e aʻo i nā ʻoihana kālā a me nā ʻoihana kālepa.Lambert) i ʻōlelo ai.E pili ana i nā kaulahao lako pono.Ke hopohopo nei ka poʻe, loaʻa iā mākou ka lako, hiki iā mākou ke komo i ia?
ʻO ka haʻalulu i ka mākeke e nā mea hana e hoʻomalu nei i ka hapa nui o ka māhele hana o kekahi mau mea waiwai, ʻaʻole ia he mea hou.
Mai ia manawa, ua lilo ke kālepa i mea hoʻonui i ka honua a ua pili nā mākeke. Akā, i ka ʻimi ʻana o nā hui a me nā aupuni e ʻoki i nā kumukūʻai kaulahao, ua hilinaʻi ʻole lākou i kekahi mau mea hana i nā mea āpau mai ka palaoa a hiki i nā ʻāpana kamepiula, e waiho ana iā lākou i nā pilikia i ka hoʻopau koke ʻana i ka. kahe o nā huahana.
Hoʻohana ʻo Rūsia i ke kinoea kūlohelohe e hoʻokuʻu aku i ʻEulopa, e ola ana i ka manaʻo o nā kumuwaiwai kūlohelohe i hoʻohana ʻia e like me nā mea kaua. ʻO Russia ma kahi o 40 pakeneka o ka hoʻohana kinoea EU. ʻO ka hapahā o ka makahiki i hala, e like me ka International Energy Agency, ma hope o ka hoʻokumu ʻana o ka hui kinoea i kākoʻo ʻia e ka mokuʻāina ʻo Gazprom i kahi hoʻolālā o ka hālāwai wale ʻana i nā ʻaelike lōʻihi.
Hoʻokahi pākēneka o ke kinoea kūlohelohe o ka honua i hana ʻia ma Rūsia. ʻO ka hoʻouka kaua ʻana iā Ukraine he mea hoʻomanaʻo ia o ka hoʻoikaika nui ʻana o kekahi mau ʻāina i ka hoʻolako ʻana i nā mea maka e like me ke kinoea maoli.
I Ianuali, ua hoʻopiʻi ke poʻo o ka International Energy Agency, ʻo Fatih Birol, i ka piʻi ʻana o nā kumukūʻai kinoea no ka ʻauʻa ʻana o Rūsia i ke kinoea mai ʻEulopa.
ʻOiai ʻo Kelemania i hoʻōki i ke kaʻina hana ʻae no Nord Stream 2 i ka pule i hala aku nei, ua ʻike ʻia kahi tweet a ka pelekikena Lūkini kahiko a me ka hope-peresidena ʻo Dmitry Medvedev e kekahi ma ke ʻano he mea hoʻoweliweli huna i ka hilinaʻi o ka ʻāina i ke kinoea Lūkini. "Welcome to the Brave New World, kahi e uku koke ai nā ʻEulopa i 2,000 euros no 1,000 cubic mika o ke kinoea!"Ua ʻōlelo ʻo Medvedev.
"I ka lōʻihi o ka hoʻolako ʻana, aia nā pilikia hiki ʻole ke pale ʻia," wahi a Randolph Bell, ka luna hoʻokele o ka ikehu honua ma ka Atlantic Council, kahi manaʻo noʻonoʻo pili honua US."Ua maopopo ke hoʻohana nei ʻo [Russia] i ke kinoea kūlohelohe i mea hana politika."
No ka poʻe loiloi, ʻo nā hoʻopaʻi i ʻike ʻole ʻia ma ka panakō waena o Rūsia - ka mea i alakaʻi i ka hāʻule ʻana o ka ruble a me nā ʻōlelo hoʻolaha a ka poʻe kālai'āina ʻEulopa e pili ana i ke "kaua hoʻokele waiwai" - ua hoʻonui wale i ka pilikia e kāohi ʻo Rūsia i kekahi mau lako waiwai.
Inā pēlā, hiki i ka mana o Rūsia ma kekahi mau metala a me nā kinoea maikaʻi ke loaʻa i nā hopena ma waena o nā kaulahao lako he nui.
Hoʻokahi pākēneka o ka palladium o ka honua i hana ʻia ma Rūsia. Hoʻohana nā mea hana kaʻa i kēia mea kemika e wehe i nā mea ʻawaʻawa mai ka pau.
ʻO ka'āina kekahi mea hana nui o ka palladium, i hoʻohanaʻia e nā mea hana kaʻa e wehe i nā meaʻawaʻawa mai ka exhaust, a me ka platinum, ke keleawe a me ka nickel no nā pahu uila kaʻa. he huahana o ka hana kila a me ke kumu waiwai nui no ka hana ʻana i ka chipmaking.
Wahi a ka ʻoihana noiʻi ʻAmelika ʻo Techcet, ua hoʻokumu ʻia a hoʻomaʻemaʻe ʻia nā kukui neon e kekahi mau ʻoihana Ukrainian kūikawā.
"Ke manaʻo nei mākou e hoʻomau ka hoʻopaʻapaʻa geopolitical a me ka premia ma waena o nā waiwai i lalo no ka manawa lōʻihi ma hope o ka hoʻouka kaua ʻana o Russia iā Ukraine.He hopena koʻikoʻi ko Rūsia ma nā mākeke kūʻai honua, a he hopena nui ka hakakā ʻana, ʻoi loa me ka piʻi ʻana o ke kumukūʻai, "wahi a JPMorgan analyst Natasha Kaneva.
Malia paha kekahi o nā hopena koʻikoʻi o ke kaua Ukrainian ma nā kumukūʻai palaoa a me nā kumukūʻai meaʻai. Hele mai ka hakakā i ka manawa i kiʻekiʻe ai nā kumukūʻai meaʻai, ʻo ka hopena o ka hōʻiliʻili maikaʻi ʻana a puni ka honua.
Loaʻa ka nui o Ukraine no ka lawe ʻana aku i hoʻohālikelike ʻia i ka hōʻiliʻili ʻana i ka makahiki i hala, a ʻo ka hoʻopau ʻana i ka hoʻokuʻu ʻana i hiki ke loaʻa nā "hopena weliweli no ka palekana o ka meaʻai i nā ʻāina palupalu i hilinaʻi ʻia i ka meaʻai Ukrainian," wahi a Caitlin Welsh, ka luna o ka Center's Global Food Security Program.Say.American think tank Strategy and International Studies.
ʻO nā'āina he 14 kahi i laweʻia mai ka palaoa Ukrainian, kokoke i ka hapalua o ka loaʻaʻana o kaʻai nuiʻole, e like me Lebanona a me Yemen, e like me ka CSIS. Akā,ʻaʻole i kaupalenaʻia ka hopena i kēia mau'āina. lele a hoʻoweliweli i ka "hoʻokele i ka palekana o ka meaʻai kiʻekiʻe."
ʻOiai ma mua o ka hoʻouka kaua ʻana o Moscow iā Ukraine, ua hoʻopaʻa ʻia nā hoʻopaʻapaʻa geopolitical mai ʻEulopa i ka mākeke meaʻai o ka honua. ʻoiai ʻo Kina a me Rūsia, ʻo ia hoʻi nā mea kūʻai mea momona nui, e mālama i nā lako o ka home.
I nā mahina hope loa o 2021, ua hoʻopilikia ka hapa nui o nā mea kanu i ke kua'āina ʻo India - kahi ʻāina e hilinaʻi nei i nā kūʻai ʻana ma waho no kahi o 40 pakeneka o kāna mau meaʻai nui - alakaʻi i nā kūʻē a me nā hakakā me nā mākaʻi ma waena a me nā ʻāpana ʻākau o ka ʻāina. ʻO Ganesh Nanote, he kanaka mahiʻai ma Maharashtra, India, nona nā mea kanu mai ka pulupulu a hiki i ka cereals, ua laka ʻia i loko o ka ʻimi ʻana i nā mea kanu koʻikoʻi ma mua o ke kau hoʻoilo.
"ʻAʻole lawa ka DAP [diammonium phosphate] a me ka potash," i ʻōlelo ai ʻo ia, me ka hoʻohui ʻana i ka pōʻino o kāna mau hua moa, maiʻa a me nā aniani, ʻoiai ua hiki iā ia ke loaʻa nā meaʻai ʻē aʻe ma nā kumukūʻai kiʻekiʻe.
Manaʻo ka poʻe loiloi e noho kiʻekiʻe nā kumukūʻai phosphate a hiki i ka wā e hoʻokiʻekiʻe ai ʻo Kina i kāna pāpā hoʻokuʻu aku i ka waena o ka makahiki, ʻoiai ʻaʻole hiki ke hoʻopau ʻia nā haunaele ma Belarus i kekahi manawa koke. CRU.
Manaʻo kekahi poʻe loiloi e hiki i ka ulu ʻana o Rūsia i ka Soviet Union mua ke hoʻokumu i kahi kūlana e paʻa ai ʻo Moscow i ka mākeke palaoa honua - ʻoiai inā loaʻa iā ia ka lima kiʻekiʻe ma Ukraine. Ua pili pū ʻo Belarus me Russia, ʻoiai ʻo Moscow Ua hoʻouna hou aku nei mākou i nā pūʻali e kākoʻo i ke aupuni o kekahi mea hana palaoa nui, ʻo Kazakhstan. manaʻo manaʻo politika.
Ke ʻike nei i ka ulu ʻana o nā hopohopo e pili ana i ka neʻe ʻana o nā lako waiwai, ke hana nei kekahi mau aupuni a me nā hui e hoʻāʻo e hoʻēmi i ka hopena ma ke kūkulu ʻana i nā waihona.Ua ʻike mākou i kēia mai ka wā Covid.ʻIke ka poʻe āpau e hana ana kahi kaulahao lako kūpono i nā manawa kūpono no ka honua, i nā manawa maʻamau, "wahi a Lambert.
No ka laʻana, ua hōʻiliʻili ʻo ʻAigupita i ka palaoa a ua ʻōlelo ke aupuni ua lawa ia i ka meaʻai nui mai ka lawe ʻana mai a me ka hōʻiliʻili kūloko i manaʻo ʻia e Nowemapa. market” a ua hoʻololi ʻo ʻAigupita i kāna kūʻai ʻana i ka palaoa a ke kūkākūkā nei i nā kūʻai pāpaʻi me nā waihona kālā.
Inā he pane pōkole ka mālama ʻana i kahi pilikia, hiki i ka pane lōʻihi ke hana hou i nā makahiki he ʻumi i hala aku nei no nā ʻāina laha ʻole, nā minerale i hoʻohana ʻia i nā huahana kiʻekiʻe mai nā turbines makani a i nā kaʻa uila.
Ua mālama ʻo Kina ma kahi o ʻehā hapalima o ka hoʻopuka honua a ua hōʻemi i nā mea hoʻokuʻu liʻiliʻi i ka makahiki 2010, e hoʻouna ana i nā kumukūʻai e piʻi nui ana a ʻo kona makemake e hoʻonui i kona noho aliʻi ʻana.Ua hōʻike lākou i ka makemake e hoʻohana i kēlā manaʻo o ka mana e hoʻokō ai i ka mana geopolitical, "wahi a Bell o ka ʻAha ʻAkelanika.
No ka hōʻemi ʻana i ko lākou hilinaʻi ʻana i nā honua laha Kina, ua hoʻolilo ʻo ʻAmelika Hui Pū ʻIa, Iapana a me Australia i nā makahiki he ʻumi i hala e hoʻolālā i nā ala e hoʻomohala ai i nā lako hou. ʻoihana eli a me ka hoʻoponopono ʻana i ka honua ma Kaleponi.
Ua kākoʻo ʻo US Department of Defense i kekahi mau papahana, me ka papahana Lynas nui ma Kalgoorlie, Western Australia.
Ma kahi hoʻolālā kūpono no ka papahana ʻo Yangibana ma Western Australia, i hoʻomohala ʻia e Hastings Technology Metals, ke kūkulu nei nā limahana i nā alanui paʻa a puni ʻo Gascoyne Junction, kahi puʻu pōhaku kaʻawale ma kahi o 25km komohana o ka mauna ʻo Augustus., ʻo ia ka ʻelua o ka nui o ka mauna kaulana ʻo Uluru, i kapa mua ʻia ʻo Ayers Rock.
ʻO ka poʻe hana mua ma ia kahua ka ʻeli ʻana i nā alanui a me ka ʻeli ʻana i nā pōhaku nui, a ʻoi aku ka paʻakikī o kā lākou hana.Ua hoʻopaʻa ʻia ka hui i kahi hōʻaiʻē kālā i kākoʻo ʻia e ke aupuni Australia he $140 miliona no ka hoʻomohala ʻana i ka mine Yangibana, ma ke ʻano he ʻāpana o kāna papahana nui hou.Mineral Strategy.
Ke manaʻo nei ʻo Hastings, i ka manawa e hoʻokō pono ai ʻo Yangibana i ka 8% o ka noi honua no ka neodymium a me praseodymium, ʻelua o nā minelala honua laha ʻole 17 a me nā minerale koi nui loa. hiki i nā makahiki ke hoʻokuʻu i ka helu i kahi hapakolu o ka lako honua, e like me nā mea loiloi ʻoihana.
Hoʻokahi pākēneka o nā ʻāina laha ʻole o ka honua i hana ʻia ma Kina. ʻO kēia nā mineral i hoʻohana ʻia i nā huahana ʻenehana kiʻekiʻe mai nā turbines makani a i nā kaʻa uila. Ke hoʻāʻo nei ka US a me nā ʻāina ʻē aʻe e hoʻomohala i nā lako ʻē aʻe.
Ma UK, ua ʻōlelo ʻo Hovis 'Sharkey e hilinaʻi ana ʻo ia i kāna mau pilina lōʻihi e hoʻopaʻa i nā lako. Hoʻohālikelike ʻia i kekahi mau makahiki i hala aku nei, ke hana nei ʻoe me nā pae like ʻole o nā mea hoʻolako e hōʻoia i ka hoʻomau o ka lako ma kā mākou ʻoihana.
Ka manawa hoʻouna: Iune-29-2022