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. , mme 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 (mabokose a pampiri ea masenke a boetse a 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 tlhoko 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