Nō nā tata nei, i kī a Robin Griffin, te tumuaki tuarua o ngā konganuku me te keri i Wood Mackenzie, "Kua matapaetia e mātou he iti rawa te parahi tae noa ki te tau 2030." I kī ia ko te raruraru tonu i Peru me te pikinga o te hiahia mō te parahi mai i te rāngai whakawhiti pūngao te take matua o tēnei.
I tāpiri atu ia: "I ngā wā katoa e puta ai te ngangau tōrangapū, he maha ngā pānga. Ā, ko tētahi o ngā mea tino kitea ko te kati pea o ngā maina."
Kua ruia a Peru e ngā whakahē mai i te wā i panaia ai te Perehitini o mua a Castillo i roto i tētahi whakawakanga whakawā i te Hakihea kua taha ake nei, ā, kua pāngia te keri parahi i te whenua. Tekau ōrau o te tuku parahi o te ao kei te whenua o Amerika ki te Tonga.
Hei tāpiritanga, i kite a Chile – te kaihanga parahi nui rawa atu o te ao, e 27% o te tuku o te ao – i te hekenga o te hanga parahi mā te 7% i ia tau i te marama o Noema. I tuhituhi a Goldman Sachs i roto i tētahi pūrongo motuhake i te 16 o Hānuere: "I te nuinga, e whakapono ana mātou ka heke pea te hanga parahi o Chile i waenga i te tau 2023 me te 2025."
I mea atu a Tina Teng, te kaitātari mākete i CMC Markets, "Ka nui te pānga o te tīmatanga anō o te ōhanga o Āhia ki ngā utu parahi, nā te mea ka whakapai ake i te tirohanga tono, ā, ka piki ake anō hoki ngā utu parahi nā te korenga o ngā tuku i roto i te horopaki o te whakawhiti pūngao ma e uaua ake ai te keri."
I tāpiri atu a Teng: "Ka mau tonu te korenga o te parahi tae noa ki te puta mai o te paheketanga o te ao i puta mai i ngā raruraru o nāianei, i te tau 2024, i te tau 2025 rānei. Kia tae rā anō ki taua wā, ka piki rua pea te utu o te parahi."
Heoi, i kī te tohunga ōhanga o Wolfe Research, a Timna Tanners, e matapaetia ana e ia kāore te mahi whakaputa me te kai parahi e kite i tētahi "pahūtanga nui" i te whakaoranga o ngā ōhanga o Āhia. E whakapono ana ia ko te āhuatanga whānui o te hiko te mea nui ake pea hei akiaki i te tono mō te parahi.
Wā tuku: Hepetema-07-2023