Kusukela ngo-2025, imakethe yesibabule yasekhaya ibe nenani elibi kakhulu, njengoba amanani entengo enyuka esuka cishe ku-1,500 yuan/ton ekuqaleni konyaka aya ngaphezu kuka-3,800 yuan/ton okwamanje, okuwukunyuka okungaphezu kuka-100%, afinyelela phezulu okusha eminyakeni yakamuva. Njengempahla yokusetshenziswa yamakhemikhali ebalulekile, ukukhuphuka kwentengo yesibabule kube nomthelela oqondile embonini yezansi nomfula, futhisulphur dioxideimakethe, esebenzisa isulfure njengento esetshenziswayo eyinhloko, ibhekene nezingcindezi ezinkulu zezindleko. Umgomo oyinhloko walo mzuliswano wokwenyuka wamanani usukela ekungalinganini okukhulu phakathi kokuhlinzekwa kanye nesidingo emakethe yesibabule yomhlaba.

Ukuncishiswa okuqhubekayo kokuhlinzekwa kwamazwe ngamazwe kukhulise igebe lokuhlinzeka ngenxa yezinto eziningi.

Ukunikezwa kwesibabule emhlabeni wonke kuncike kakhulu emikhiqizweni yokucubungula uwoyela negesi. Isamba sokunikezwa kwesibabule emhlabeni wonke ngo-2024 sasicishe sibe amathani ayizigidi ezingama-80.7, kodwa ukutholakala kwesibabule sekwehle kakhulu kulo nyaka. I-Middle East ingumnikezeli wempahla omkhulu kunabo bonke emhlabeni, ibalwa ku-32%, kodwa izinsiza zayo ziqondiswe ngokuyinhloko ekuhlinzekeni izimakethe ezisafufusa njenge-Indonesia, okukhawulela ukutholakala kwayo emakethe yaseShayina.

I-Russia, umthengisi omkhulu wendabuko wesulfure, yake yabalelwa ku-15% -20% wokukhiqizwa komhlaba wonke. Kodwa-ke, ngenxa yokungqubuzana kweRussia-Ukraine, ukuzinza kwemisebenzi yayo yokucwenga kwehle kakhulu, futhi cishe u-40% wokukhiqiza uthintekile. Ukuthunyelwa kwayo kwamanye amazwe kwehle kusuka cishe kumathani ayizigidi ezi-3.7 ngonyaka ngaphambi kuka-2022 kuya cishe kumathani ayizigidi eziyi-1.5 ngo-2023. Ekuqaleni kukaNovemba 2025, ukuvalwa kokuthekelisa kwakhishwa, ukuvimbela ukuthunyelwa kwamanye amazwe ezinhlanganweni ezingaphandle kwe-EU kuze kube sekupheleni konyaka, kuphinde kunqanyulwe ezinye iziteshi zokuphakela zamazwe ngamazwe.

Ngaphezu kwalokho, ukwanda kokwamukelwa kwemithombo yamandla emisha kuholele ekwehleni kokusetshenziswa kwemithombo yamandla yendabuko efana nophethiloli nodizili. Ngokuhambisana nokuqaliswa kwamazwe akhiqiza uwoyela i-OPEC+ isivumelwano sokunciphisa ukukhiqizwa kukawoyela ongahluziwe, ukukhula kwevolumu yokucubungula uwoyela negesi kumile, futhi izinga lokukhula kokukhiqizwa kwesulfure ngomkhiqizo wehle kakhulu. Ngaleso sikhathi, ezinye izindawo zokuhluza e-Asia Emaphakathi zinciphise kakhulu umkhiqizo wazo ngenxa yokunakekelwa noma ukuncipha kwezindawo ezigciniwe ezikhona, okuqhubeka kwandisa igebe lokuhlinzeka emhlabeni wonke.

Isidingo samazwe ngamazwe sikhula ngokuhambisana

Ngenkathi ukunikezwa kuncipha, isidingo samazwe ngamazwe sesibabule sibonisa ukukhula kwesakhiwo. I-Indonesia, njengesifunda esiwumgogodla wesidingo esikhulayo, inesidingo esinamandla sesibabule esivela kumaphrojekthi okuncibilikisa i-nickel-cobalt (esetshenziselwa ukukhiqizwa kwezinto zebhethri) yizinkampani zasendaweni ezifana ne-Tsingshan ne-Huayou. Isidingo esikhulayo kulindeleke ukuthi sidlule amathani ayizigidi eziyisi-7 kusukela ngo-2025 kuya ku-2027. Ithani elilodwa lokukhiqizwa kwe-nickel lidinga amathani ayi-10 esibabule, okuphambukisa kakhulu ukunikezwa komhlaba wonke.

Isidingo esiqinile emkhakheni wezolimo sinikeza ukwesekwa. Isidingo somhlaba wonke sikamanyolo we-phosphate sizinzile ngesikhathi sokutshala kwentwasahlobo, kanti isulfure yenza cishe u-52.75% wokukhiqizwa kukamanyolo we-phosphate, okuqhubekisela phambili ukunikezwa kanye nokungalingani kwesidingo emakethe yesibabule yomhlaba.

Imakethe ye-sulphur dioxide ithintwa ukudluliswa kwezindleko

Isibabule yisona sici esiyinhloko sokukhiqizasulphur dioxide. Cishe amaphesenti angama-60 omthamo wokukhiqiza we-sulphur dioxide owuketshezi waseChina usebenzisa izinqubo zokukhiqiza isibabule. Ukuphindwa kabili kwentengo yesibabule kukhuphule izindleko zayo zokukhiqiza.

I-Market Outlook: Amanani Aphakeme Angeke Ashintshe Esikhathini Esifushane

Uma sibheka phambili ku-2026, ibhalansi yesidingo esiqinile emakethe yesibabule mancane amathuba okuthi ithuthuke. Umthamo wokukhiqiza omusha wamazwe ngamazwe uyancipha. Abahlaziyi babikezela ukuthi, esimweni esinethemba, amanani esulfure angadlula ama-yuan angu-5,000/ton ngo-2026.

Ngenxa yalokho, i-sulphur dioxideimakethe ingase iqhubeke nokuthambekela kwayo okuphakeme okumaphakathi. Ngezinqubomgomo eziqinile zezemvelo,sulphur dioxideabakhiqizi abanezinzuzo kumamodeli womnotho oyindilinga kanye nezinqubo ezihlukile bazothola umkhawulo wokuncintisana, futhi ukugxila kwemboni kulindeleke ukuthi kukhule ngokuqhubekayo. Izinguquko zesikhathi eside kuphethini yesidingo sokuhlinzeka ngesibabule emhlabeni jikelele zizoqhubeka nokuba nomthelela ezindlekweni kanye nesimo sokuncintisana salo lonke uchungechunge lwezimboni.

Please feel free to contact to us to disucss SO2 gas procurement plans: info@tyhjgas.com