Ha re lebelletse 2024, re lumela hore tlhoko ea indasteri e lebelletsoe ho tsoela pele ka lebelo le leka-lekaneng la ho hlaphoheloa, tlhoro ea tlhahiso ea matla a tlhahiso ka kakaretso e tla fela, litšenyehelo tsa makhasi a patsi, pampiri ea litšila, litheko tsa mashala li fetoha haholo. , 'me phaello ea indasteri e lebelletsoe ho lokisoa butle-butle.
Indasteri ea pampiri e tsejoa e le "barometer of consumption", ka ho tsosolosoa ha pele ha sebaka sa tšebeliso le phallo ea batho, katleho ea pampiri ea setso e tsosolositsoe haholo, molumo o ka sehloohong, theko le phaello li matlafalitsoe haholo. tlhokahalo ea pampiri ea ho phuthela le pampiri e khethehileng e boetse e latela hore thepa ea 'mele e na le tokiso e leka-lekaneng ka lipalo tse tlase, litheko le phaello ea 2023 le tsona li ntlafalitsoe haholo. Re lebelletse 2024, ho lebelletsoe hore "zero" ea sechaba e tla tsoela pele ka mokhoa o itekanetseng oa ho hlaphoheloa, tlhokahalo ea pampiri ea setso e tla eketseha butle-butle, 'me tlhokahalo ea pampiri e phuthetsoeng (pampiri ea lebokose, karete e tšoeu) le pampiri e khethehileng e tla tsoela pele ho hlaphoheloa. lipalo tse bohareng ba bonngoe. Re hloka feela ho emela hore lehlakore la phepelo le tlhokahalo le khutlele boemong bo tiileng.
Hajoale, indasteri ea lipampiri e pheletsong ea sekhahla se secha sa katoloso (e tsamaisoang ke tlhoro ea boom ea 2020-2021, le matšoenyeho a likhoebo mabapi le bothata ba ho atolosoa ka mor'a leano le tiileng la "carbon dual"). Katoloso ea bokhoni e tsepamisitsoe ka 2022-23 (pampiri ea liboto ea mabokose e boetse e na le ts'abo ea tlatsetso e ka bang 50% ea pampiri e tsoang kantle ho naha). Ka 2024, re lebelletse hore phepelo le tlhokahalo e leka-lekaneng ea pampiri ea setso le pampiri e 'ngoe e tšesaane e khethehileng e be thata haholo, 'me matla a macha a tlhahiso ea pampiri ea masenke, karete e tšoeu le pampiri e khethehileng e ntse e tla ba bohareng ba linomoro tse phahameng. , mme lehlakore la phepelo le tlhokeho le ipapisitse le ntlafatso ea tlhoko. Leha ho le joalo, ho tsoa lenaneong le teng la tlhahiso, re lebelletse hore khatello ea matla a macha a tlhahiso e tla fokotsoa haholo ka 2025-26, joalo ka tlhoko ea ho potlakisa tokiso, phepelo ea indasteri le tlhokahalo e lebelletsoeng ho khutlela ho leka-lekana pele ho nako. . Ho phaella moo, likhoebo tse etellang pele tsa pampiri li tla kena nakong ea kotulo, litšenyehelo tsa eona ho tloha ho "roller coaster" ho ea ho boreleli, e leng se etellang pele sebopeho sa mefuta-futa + ea ho kopanya nakong ea kotulo. Ka lebaka la khohlano e itseng lipakeng tsa phepelo le tlhokeho, phaello ea indasteri ea pampiri ka 2022 e ile ea hlokofatsoa ke ho phahamisoa ha litheko tsa mashala le makhasi, 'me theko ea thepa e tala e ile ea theoha haholo ka 2023, mme tlholisano ea theko ea pampiri ea motheo e ile ea matlafala, ea fella ka hore. tahlehelo ea phaello ea indasteri. Liqholotso tse tobaneng le litšenyehelo tsa indasteri li lebelletsoe ho fokotseha haholo ka 2024: re lebelletse hore litheko tsa pulp li tla tsoela pele ho feto-fetoha ho pota $600 / ton, le litheko tsa pampiri tse senyehileng li tla tsoela pele ho putlama, tse lebelletsoeng ho ts'ehetsa ho hlaphoheloa ka mokhoa o itekanetseng. meputso ea indasteri. Ntle le moo, molemong oa ho fokotsa ho feto-fetoha ha litšenyehelo, boiteko bo bongata bo etelletseng pele ba ho khothaletsa phapano ea lihlahisoa, pheletso e phahameng, ka lehlakoreng le leng, e khothaletsa ho kopanngoa ha makhasi a meru le sebopeho sa pampiri, 2023 ho isa 2024, lihlahisoa tse fapaneng le patsi e entsoeng lapeng. makhasi a lik'hamphani tsena a lebelletsoe ho kena nakong ea kotulo, re lebelletsoe ho eketsa moeli oa polokeho ea k'hamphani le lebelo la kholo.
Nako ea poso: Dec-11-2023