Ukususela ngo-2025, imakethi yesalfure yasekhaya ifumene ukunyuka okukhulu kwamaxabiso, amaxabiso enyuka ukusuka kwi-1,500 yuan/ton ekuqaleni konyaka ukuya ngaphezulu kwe-3,800 yuan/ton okwangoku, ukunyuka okungaphezulu kwe-100%, kufikelela kwinqanaba eliphezulu elitsha kwiminyaka yakutshanje. Njengezinto ezibalulekileyo zekhemikhali, ukunyuka kwamaxabiso esalfure kuye kwachaphazela ngokuthe ngqo uthotho lweshishini olusezantsi, kwayei-sulfur dioxideImarike, esebenzisa isalfure njengezinto zayo eziphambili, ijongene noxinzelelo olukhulu lweendleko. Umqhubi oyintloko wale meko yokunyuka kwamaxabiso uvela kukungalingani okukhulu phakathi kobonelelo kunye nemfuno kwimarike yesalfure yehlabathi.

Ukuqhubeka kokuncipha kobonelelo lwamazwe ngamazwe kuye kwandisa umsantsa wobonelelo ngenxa yezinto ezininzi.

Ubonelelo lwesulfure kwihlabathi liphela luxhomekeke kakhulu kwiimveliso ezisetyenziswa ekucutshungulweni kweoyile negesi. Ubonelelo lwesulfure kwihlabathi liphela ngo-2024 belumalunga ne-80.7 yezigidi zeetoni, kodwa unikezelo luye lwehla kakhulu kulo nyaka. UMbindi Mpuma ngowona mthengisi mkhulu kwihlabathi, onama-32%, kodwa izixhobo zawo zijolise kakhulu ekunikezeleni iimarike ezisakhulayo ezifana ne-Indonesia, nto leyo ethintela ukufumaneka kwazo kwimarike yaseTshayina.

IRashiya, ilizwe elithumela isalfure kwamanye amazwe ngesiqhelo, yayikhe yabangela i-15%-20% yemveliso yehlabathi. Nangona kunjalo, ngenxa yengxabano phakathi kweRashiya neUkraine, uzinzo lwemisebenzi yayo yokucocisa luye lwehla kakhulu, phantse i-40% yemveliso ichaphazelekile. Ukuthunyelwa kwayo kwamanye amazwe kwehle ukusuka kwi-3.7 yezigidi zeetoni ngonyaka ngaphambi kowama-2022 ukuya kwi-1.5 yezigidi zeetoni ngo-2023. Ekuqaleni kukaNovemba ka-2025, kwakhutshwa umthetho wokuthunyelwa kwamanye amazwe, uthintela ukuthunyelwa kwamanye amazwe kwimibutho engaphandle kwe-EU kude kube sekupheleni konyaka, nto leyo eyaye yaphelisa ezinye iindlela zokubonelela kwamanye amazwe.

Ngaphezu koko, ukwamkelwa ngokubanzi kwemithombo emitsha yamandla kukhokelele ekunciphiseni ukusetyenziswa kwemithombo yamandla yendabuko efana nepetroli nedizili. Ngokudibene nokuphunyezwa kwamazwe avelisa ioyile yi-OPEC+ kwesivumelwano sokuncitshiswa kwemveliso yeoyile ekrwada, ukukhula komthamo wokucubungula ioyile negesi kwihlabathi liphela kuye kwahlala, kwaye izinga lokukhula kwemveliso yesulfure liye lehla kakhulu. Okwangoku, ezinye iifektri zokucoca kuMbindi Asia ziye zanciphisa kakhulu imveliso yazo ngenxa yokugcinwa okanye ukuncipha kwemithombo ekhoyo, nto leyo eyandisa ngakumbi umsantsa wokubonelela ngemveliso kwihlabathi liphela.

Imfuno yehlabathi ikhula ngaxeshanye

Nangona unikezelo luncipha, imfuno yamazwe ngamazwe yesalfure ibonisa ukukhula kwesakhiwo. I-Indonesia, njengommandla ophambili wemfuno ekhulayo, inemfuno enamandla yesalfure evela kwiiprojekthi zokunyibilikisa i-nickel-cobalt (ezisetyenziselwa ukuvelisa izinto zebhetri) ziinkampani zasekuhlaleni ezifana neTsingshan kunye neHuayou. Imfuno eqokelelweyo kulindeleke ukuba idlule kwi-7 yezigidi zeetoni ukusuka ngo-2025 ukuya ku-2027. Itoni enye yemveliso ye-nickel ifuna iitoni ezili-10 zesalfure, nto leyo eguqula kakhulu unikezelo lwehlabathi.

Imfuneko eqinileyo kwicandelo lezolimo ikwabonelela ngenkxaso. Imfuno yehlabathi yesichumiso se-phosphate izinzile ngexesha lokutyala entwasahlobo, ngelixa i-sulfur ibangela ukufikelela kwi-52.75% yemveliso yesichumiso se-phosphate, nto leyo ebangela ukuba kubekho ukungalingani kobonelelo kunye nemfuno kwimarike ye-sulfur yehlabathi.

Imakethi yesulfure dioxide ichaphazeleka kukudluliselwa kweendleko

I-Sulfur yeyona nto iphambili ekuvelisenii-sulfur dioxideMalunga nama-60% omthamo wokuvelisa i-sulfur dioxide engamanzi eTshayina usebenzisa iinkqubo zokuvelisa i-sulfur. Ukuphinda kabini kwamaxabiso e-sulfur kuye kwanyusa ngokuthe ngqo iindleko zayo zokuvelisa.

Imbonakalo yeMarike: Amaxabiso aphezulu akunakwenzeka ukuba atshintshe kwixesha elifutshane

Xa sijonge phambili ku-2026, ibhalansi yokubonelela ngempahla kunye nemfuno encinci kwimarike yesalfure akunakwenzeka ukuba iphucuke ngokusisiseko. Amandla amatsha emveliso yamazwe ngamazwe ayasilela. Abahlalutyi baqikelela ukuba, kwimeko entle, amaxabiso esalfure anokudlula i-5,000 yuan/ton ngo-2026.

Ngenxa yoko,i-sulfur dioxideImarike ingaqhubeka nokunyuka kwayo okuphakathi. Ngenxa yemigaqo-nkqubo yokusingqongileyo engqongqo ngakumbi,i-sulfur dioxideAbavelisi abaneenzuzo kwiimodeli zoqoqosho olujikelezayo kunye neenkqubo ezahlukeneyo baya kufumana ithuba lokukhuphisana, kwaye ugxininiso kushishino kulindeleke ukuba lunyuke ngakumbi. Utshintsho lwexesha elide kwipateni yemfuno yesulfure yehlabathi luya kuqhubeka luchaphazela iindleko kunye nomgangatho wokhuphiswano lwalo lonke uthotho lweshishini.

Please feel free to contact to us to disucss SO2 gas procurement plans: info@tyhjgas.com