Ngenkathi kungahle kube nomthelela omubi ekukhiqizweni kwe-helium ngenxa ye-Covid-19, kuze kube manje umthelela wokufunwa kwe-helium ube mkhulu kakhulu.
Kusho ukuthini konke lokhu kubahlanganyeli bemakethe ye-helium? Kuyiqiniso, sikumanzi angenamanzi ngokuqondene nale coronavirus. Asazi ukuthi lo bhubhane uzohlala isikhathi esingakanani, kungaba ukwehla kwamandla emali, ukuthi kungasenziwa isikhathi esingakanani, noma izinqumo ohulumeni bethu abazoyenza phakathi kokuphepha komuntu kanye nokuqalisa kabusha umnotho wethu.
"Uma lokho sekusondele ukuthi kube okulungile, izimakethe ze-helium zishintsha zisuka ekushodweni ziye ekulinganiseni okuqinile phakathi kokuphakelwa kanye nokufunwa ku-Q2 2020 - kanye nokushoda kweHelium 3.0 kuzodiliza amakota amabili kungekudala kunalokho obekuzoba nakho…
Isisekelo sokubuka kwami umcabango wokuthi umhlaba uzoba nokuwohloka okubukhali okuzohlala okungenani ku-Q2 (ikota yesibili) no-Q3 2020, ngaphambi kokuthi siqale ukuphinda sikhulume ngo-Q4. Engikulindele wukuthi isidingo se-helium sizokwehla okungenani yi-10-15% ngesikhathi se-Q2 / Q3 ngaphambi kokuqala ukuphinda singene ku-Q4.
Uma lokho kusondele ukuthi kube ngokulungile, izimakethe ze-helium zizobe zishintsha zisuka ekushodweni ziye ekulinganiseni okuqinile phakathi kokulethwa nokufunwa ku-Q2 2020 - kanye nokushoda kweHelium 3.0 kuzokwehla cishe cishe izingxenye ezimbili zekhefu kunalokho obekungaba nakho ngaphandle kokuvela kweCovid-19.
Eqinisweni, i-US Bureau of Land Management (i-BLM) iphakamise ukwabiwa kwayo kwe-helium e-crude kusuka ohlelweni lwe-BLM ngo-26thMarch, okokuqala kusukela ngoJuni 2017, ihlinzeka inkomba ebonakalayo yesidingo esinciphile.
Ngesikhathi lesi simfuno se-helium siqala ukuvela kabusha, ngethemba nge-Q4, ukutholakala okusha kusuka ekunwetshisweni komthombo wase-Arzew, e-Algeria kanye / noma isitshalo sesithathu eQatar kulindeleke ukuthi kungene emakethe. Lokhu kuzohlinzeka ngokulingana okuqhubekayo phakathi kokulethwa nokufunwa, esikhundleni sokubuyela ekushoda, noma ngabe i-helium ifuna ukuphindeka okukhulu ngesikhathi se-Q4.
Okwamanje, ngisaqhubeka nokulindela ukuqala kokukhiqizwa kweGazprom's Amur Project e-Eastern Siberia ukubuyisa imali esele phakathi kokuhlinzekwa kanye nokufunwa maphakathi no-2021.
Ngokufingqa, iKornbluth Helium Consulting ikholelwa ukuthi iCovid-19 izodala ukuthi iHelium Shortage 3.0 idambise cishe izingxenye ezimbili ngaphambili kunokuba besingazange sibhekane nobhubhane lomhlaba jikelele. Ngingaveza lokhu njengokuqagela 'noma ukubikezela okungokoqobo', ngibe sengozini enkulu yokwehla (ukufunwa okuphansi) uma lo bhubhane luhlala isikhathi eside noma lubangela ukuwohloka okujulile komhlaba wonke.