Ibhalansi ye-Global Helium Market kanye nokubikezela

Isikhathi esibi kakhuluI-HeliumUkushoda kwe-4.0 kufanele kuphele, kodwa kuphela uma ukusebenza okuzinzile, ukuqalisa kabusha nokukhuthazwa kwezikhungo ezibalulekile zemizwa emhlabeni wonke kufinyelelwa njengoba kuhleliwe.Izintengo ze-spot nazo zizohlala ziphezulu esikhathini esifushane.

Unyaka wezingqinamba zokuhlinzekwa kwempahla, izingcindezi zemikhumbi kanye nezintengo ezikhuphukayo kuhlanganiswe nezimpi nezingozi, izinselelo zesistimu yokunakekelwa kwezempilo kanye nesidingo esikhulayo se-semiconductor sidale isivunguvungu esifanele kubaqhubi be-helium.Ngosuku lokuvulwa kwengqungquthela ye-MENA Industrial Gases 2022 e-Abu Dhabi, umlayezo ocacile ovela ku-helium yomhlaba wonke kanye nendima yesifunda se-MENA emaketangeni okuhlinzeka ukuthi kungase kube nesizathu esithile sokuba nethemba - kungaba ngemikhiqizo emisha noma amandla okugaywa kabusha nezimakethe. thuthukisa.

Ii-heliumimakethe ihlangabezane nengcindezi engakaze ibonwe, ikakhulukazi ngenxa yokuqhuma kwegesi embonini enkulu ye-Gazprom New Amur.Uma ilulama kulo nyaka (2023), inamandla okwenza umnikelo obalulekile ekuhlinzekeni nasekusizeni izintengo ezimaphakathi.

Eqinisweni, ngokusho kukaPhil Kornbluth, iphrojekthi yokucubungula igesi ye-Gazprom-Amur izoba yisici esisodwa esikhulu esithinta igesi.i-heliumemakethe eminyakeni emine ezayo.UKornbluth uthe ezinye izinto ezibe nomthelela ekushodekeni kwe-Helium 4.0 wukuphela kophiko lwe-BLM lokunothisa i-helium engahluziwe, ukulungiswa okuhlelwe eQatar, ukuphambukiswa kwegesi isuka e-Algeria isuka ekukhiqizweni kwe-LNG, amapayipi olwandle aya eYurophu ngenxa yengxabano yase-Ukraine, futhi muva nje e-Australia. Okuphakelayo kokuncipha kwegesi embonini yase-Darwin kanye nomlilo endaweni yokucubungula igesi i-Haven KS.Ukukhula kwesidingo esilinganiselwe cishe okungama-2-4%, okuqhutshwa ukwakhiwa kwendwangu entsha, kanye ne-electronics edlula i-MRI njengohlelo oluhamba phambili - ukukhula kwesidingo esilinganiselwe kuzoqhubeka kuphela.

Kusukela maphakathi no-January kuya maphakathi no-June, ongahluziwei-heliumUkunqamuka kweyunithi yokucebisa (i-CHEU) e-US Bureau of Land Management (BLM) kwehlise ukunothiswa kwe-helium engahluziwe, kwehlise igesi ye-feedstock yaba izikhiye ezine.i-heliumizitshalo ezikhiqiza uketshezi, okuholela ekuhlinzekweni okulinganiselwa ku-10% emhlabeni jikelele kuhoxiswa emakethe.Uma i-BLM ingaqhubeka nokusebenza kancane, okubi kakhuluI-HeliumUkushoda okungu-4.0 kufanele kuphele futhi u-2023 kungaba unyaka woshintsho ekuhlinzekeni okwanele, kodwa konke kuncike esikhathini nesikali sokukhiqizwa kwe-Amur.“

Kungase kube khonai-heliumukukhiqizwa e-Amur kusukela maphakathi no-2023, kodwa kusenokuningi ukungaqiniseki ngalezo zinsuku.Yiqiniso, isikhathi sokuqalisa kabusha sibambezeleka yimpi yase-Ukraine, futhi ngenxa yezinhlawulo, ukuhlelwa kwemikhiqizo noma iziqukathi zokuthutha ukuya nokubuya e-Amur kuzoba nzima kakhulu.“

UKornbluth uthe izintengo zenkontileka zizoqhubeka nokukhuphuka kakhulu, ziqhutshwa ukushaqeka kwezindleko ezivela eQatar nase-ExxonMobil, futhi amanani entengo azoqhubeka nokukhuphuka.Umbono usephinde waba mubi kakhulu kule minyaka embalwa ezayo futhi uncike kakhulu ku-2023 ozinzile.Amanani kufanele ehle lapho ukunikezwa kwe-Amur kungena emakethe futhi ukunikezwa kufanele kube kuningi ngo-2024, kodwa uma kubhekwa ukungaqiniseki okuzungezile unswinyo lwase-Ukraine ne-Russia lokhu akuyona into eqinisekile,

Ngokombono, uKornbluth unikeze imininingwane eyengeziwe mayelana nezibuyekezo zephrojekthi ezingase zibe khona kanye nezici zemakethe ezingaba nomthelela emhlabeni jikelele.i-heliumibhizinisi ngo-2023 futhi ekugcineni kuqedwe Ukushoda kwe-Helium 4.0.

I-Irkutsk Petroleum Company iqala isitshalo sayo esisha sase-Yaraktinsky.Kuyisitshalo esiyizigidi ezingama-cubic feet ezingama-250 ngonyaka.Lokho akwanele ukuqeda ukushoda lapho kufika umthamo ogcwele, kodwa kuzonikeza impumuzo ethile."Ngokwesimo sekota yokuqala ka-2023, iGazprom ibilokhu itshela abantu muva nje ukuthi balindele ukuthi isitimela sabo sokuqala sibe ngo-Ephreli kanti isitimela sesibili sizofika ngemuva kwezinyanga ezimbalwa.Kodwa ngenxa yokuthi iGazprom ithe izokwethula ngo-Ephreli, lokho akusho ukuthi kuzokwenzeka.Kuze kube yileso sikhathi, i-i-heliumimakethe izohlala idayiswa ngokweqile.Iziqhwaga ezine kwezinhlanu ezinkulu ze-helium zabela izinsiza, nakuba kwezinye izimo, njengoba amaphesenti e-BLM Allocation enyukile kusukela iqale kabusha i-CHEU yayo.”

“Sekukonke, isikhathi esibi kakhulu sokushoda cishe sesiphelile.Kodwa kuya esikhathini kanye nesikali sokukhiqizwa kwe-Amur.Uma i-Amur ingaqalisi, sizoshoda kuze kuphele u-2023. Uma i-Amur iqala ngo-Ephreli futhi isitimela sesibili siza ngemuva kwezinyanga ezimbili futhi sigijima ngendlela enokwethenjelwa kufanele sikubone ukukhululeka ekushodeni.

Ekugcineni, umbuzo ovame ukubuzwa - niniI-HeliumUkushoda kwe-4.0 kuphelile?Impendulo yalokhu inethemba, izinyanga eziyisi-9 kuye kweziyi-12 kusukela manje.Kufanele sigxile futhi ku-Amur ngo-2023/24.Mayelana nempi yase-Ukraine, ukuthunyelwa kwe-helium ewuketshezi kuze kube manje sekukhululiwe ekujezisweni.Kusukela ngoJanuwari, ukuthunyelwa kwe-helium yaseRussia akuzange kube ngaphansi kwezigwegwe.Vele, lesi simo singashintsha noma nini, futhi uma unswinyo bekuwukuvimbela abalingani benkontileka ye-Gazprom ekufezeni izinkontileka zabo, kunganciphisa futhi kubambezele umthelela wokuhlinzekwa kwe-Amur emakethe yomhlaba futhi andise.I-HeliumUkushoda okungu-4.0 kuze kube ngu-2024.


Isikhathi sokuthumela: Mar-01-2023