Isoko rya Helium: ituze cyangwa irindi bubble?

Imyaka ibiriheliumibura ryarangiye kumugaragaro, ariko ihungabana ryisoko riracyari ikibazo kuko itangwa rikomeje kutamenyekana.

Phil Kornbluth yagize ati: "Helium kubura 4.0 byarangiye. Ntabwo ari uko bishobora kurangira, ni uko bimaze kurangira. "

Kwiyongera murihelium kugeza mu ntangiriro za 2024 byoroheje kubona ibarura rishya. Gazprom irimo kongera itangwa ryisi yose hiyongeraho ibikoresho bya litiro 50.000 buri kwezi, byiyongeraho 10%. Majoroabatanga heliumbarangije kandi ibyo bagenewe.

Kornbluth yavuze ko mugihe bikenewehelium mu gukora semiconductor itangiye gukira, iracyari munsi yurwego 2022. "Amasoko amwe arahagije, cyane cyane Ubushinwa, aho urujya n'uruza rw'ibicuruzwa by’Uburusiya ruhendutse ndetse n'ibikoresho bya elegitoroniki bidakenewe byatumye isoko ridindira." Nubwo Ubushinwa ari isoko rya kabiri mu bunini, kuri ubu ni ryo ryinjiza amafaranga make.

Ibiciro byamasezerano ya Helium bahura n "" inzira zinyuranye. " Ibiciro byamasezerano mashya no kuvugurura byoroheje, mugihe ibiciro byamasezerano bihari bikomeje kuba hafi yamateka, hamwe nibiciro byazamutse kubera igitutu cyibiciro byugarije abatanga isoko.

Impamvu zibura

Nyuma yimyaka 16 yabuze kenshi, 2022 byari byitezwe ko umwaka uzabaisoko rya heliumamaherezo yaje guhinduka kugirango habeho gufungura uruganda rwa Amur rwa Gazprom, ariko ibintu byinshi bitunguranye nko guturika, umuriro ndetse n’umuriro w'amashanyarazi byabangamiye cyane gukira.

"Nyuma yo gutangira igihe gito ku ruganda rwa Amur, umuriro mu Kwakira 2021 n'igiturika gikomeye muri Mutarama 2022 watinze kwinjira mu ruganda rwa Amur ku isoko kugeza mu Kuboza 2023."

BLM kandi yahuye n’umuriro mwinshi hagati ya Mutarama na Kamena 2022, wagabanije isoko ku isoko hafi 15%.

Izi ngingo, zifatanije nubundi buryo bwo guhagarika amasoko bubera icyarimwe, byatumye habaho kubura.

2024 Ibitekerezo

Kornbluth yavuze ko amasoko azakomeza kuba menshi mu 2024, bitewe n'imikorere y'uruganda rwa Amur rwo mu Burusiya. Ati: “Biteganijwe ko Amur izatanga isoko rya miliyoni 500 kugeza kuri miliyoni 600 (MMCF) ku isoko. Amur aracyari shyashya, tugomba kureba niba bishobora gutanga umusaruro wizewe. ”

Ibihano bishya by’ubumwe bw’ibihugu by’Uburayi bishobora guhungabanya isoko mu kugabanya itangwa rya gaze ya Amur. Icyakora, biteganijwe ko isoko rizaterwa inkunga n’ikenerwa ry’ibikoresho bya elegitoroniki ndetse n’igikorwa cyo gutangiza ikigo cya Freeport LNG kiri muri Texas, kikaba kizongerera isoko metero kibe miliyoni 200 za gaze ku isoko binyuze mu masezerano yo gusezerana na Linde.

Kornbluth yongeyeho ati: "Turateganya ko ihindagurika ry'ibiciro rizakomeza, hamwe n'ibiciro bidahindutse ku masezerano yari asanzweho ariko ibiciro byoroheje ku masezerano mashya ndetse n'ubucuruzi bushya."

Nubwo itangwa rishya,isoko rya heliumikomeje kuba yoroshye kandi ishobora kwibasirwa n’ibihano, ingaruka za geopolitike no guhagarika ibihingwa.