Global Helium Market Balance uye Predictability

Nguva yakaipisisa yeHeliumKuperevedza 4.0 kunofanirwa kunge kwapera, asi chete kana kushanda kwakagadzikana, kutangazve uye kusimudzirwa kwenzvimbo dzakakosha dzetsinga pasirese kwaitwa sekurongwa.Spot mitengo icharamba zvakare yakakwirira munguva pfupi.

Gore rezvipingamupinyi zvekupa, kumanikidza kwekutakura uye kukwira kwemitengo kwakasanganiswa nehondo netsaona, matambudziko ehutano hwehutano uye kukwira kwe semiconductor kudiwa kwakagadzira dutu rakakwana kune vanoshanda helium.Pazuva rekuvhurwa kwemusangano weMENA Industrial Gases 2022 mu Abu Dhabi, meseji yakajeka kubva kuhelium yepasi rose uye basa redunhu reMENA mumaketani ezvekugovera nderekuti panogona kunge paine chikonzero chekutarisira - kungave kuburikidza nezvigadzirwa zvitsva kana kudzokorodza kugona uye misika. develop.

Theheliummusika wakasangana nekumanikidzwa kusati kwamboitika, kunyanya nekuda kwekuputika kwegasi paGazprom's main New Amur chirimwa.Kana ikapora gore rino (2023), ine mukana wekuita mupiro wakakura mukugovera nekubatsira mitengo iri pakati nepakati.

Muchokwadi, maererano naPhil Kornbluth, iyo Gazprom-Amur gasi kugadzirisa chirongwa chichava chinhu chimwe chete chikuru chinokanganisaheliummusika mumakore mana anotevera.Kornbluth akati zvimwe zvinhu zvakakonzera kushomeka kweHelium 4.0 kudzima kweiyo BLM's crude helium enrichment unit, yakarongwa kugadzirisa muQatar, kuchinjisa gasi kubva kuAlgeria chikamu kubva mukugadzirwa kweLNG, mapaipi epasi pegungwa kuenda kuEurope nekuda kwemhirizhonga yeUkraine, uye nguva pfupi yadarika Australia. Kudyisa gasi kupera pachirimwa cheDarwin uye moto paHaven KS gas processing plant.Zvine mwero zvinoda kukura zvakatenderedza 2-4%, zvichitungamirwa nekuvakwa kwemucheka mutsva, uye zvemagetsi zvinodarika MRI sechinotungamira chikumbiro - zvine mwero kudiwa kukura kunoenderera chete.

Kubva pakati paJanuary kusvika pakati paJune, iyo isina kuchenaheliumenrichment unit (CHEU) kubuda kuUS Bureau yeLand Management (BLM) yakadzikisa crude helium hupfumi, ichidzikisa feedstock gasi kusvika mana makiyi.heliumLiquefaction zvidyarwa, zvichikonzera kuti inofungidzirwa 10% yepasirese kuwanikwa inobviswa pamusika.Kana BLM ichigona kuramba ichishanda zvakatsiga, yakaipisisaHeliumKushomeka 4.0 kunofanirwa kunge kwapera uye 2023 rinogona kunge riri gore reshanduko kune yakakwana, asi zvese zvinoenderana nenguva uye chiyero chekugadzirwa kweAmur.“

Panogona kuva nezvimweheliumkugadzirwa kuAmur kutanga pakati pa2023, asi kuchine kusavimbika kwakawanda pamazuva iwayo.Ehe, nguva yekutangisazve inononoka nehondo muUkraine, uye nekuda kwezvirango, kurongeka kwezvigadzirwa kana midziyo yekutakura kuenda nekubva kuAmur kuchave kwakaoma.“

Kornbluth akati mitengo yekondirakiti icharamba ichikwira zvakanyanya, ichityairwa nemitengo kubva kuQatar neExxonMobil, uye mitengo yenzvimbo ingangoramba ichikwira.Maonero akashata zvakare mumakore mashoma anotevera uye anotsamira zvakanyanya pane akanyanya kugadzikana 2023. Chitarisiko chiri zvakare pakuti iyo Amur chirimwa chichazovhurwazve.Mitengo inofanirwa kudzikiswa kana Amur asvika pamusika uye kupihwa kunofanirwa kunge kwakaringana muna 2024, asi nekupihwa kusagadzikana kwakatenderedza Ukraine neRussia masanctions izvi zviri kure nechinhu chechokwadi.

Panyaya yemaonero, Kornbluth yakapa rumwe ruzivo nezve zvingangoitika zvekuvandudza chirongwa uye musika zvinhu zvinogona kukanganisa pasi rose.heliumbhizinesi muna 2023 uye pakupedzisira kupera Helium Kushaikwa 4.0.

Irkutsk Petroleum Company iri kutangisa chirimwa chavo chitsva cheYaraktinsky.I 250 miriyoni cubic tsoka pagore chirimwa.Izvo hazvina kukwana kupedza kushomeka kana yarova yakazara, asi zvinopa kumwe zororo."Maererano netarisiro yekota yekutanga ya2023, Gazprom yanga ichiudza vanhu nguva pfupi yadarika kuti vanotarisira kuti chitima chavo chekutanga chichave muna Kubvumbi uye chechipiri chingononoka nemwedzi mishoma.Asi nekuda kwekuti Gazprom yakati ichatanga muna Kubvumbi, izvo hazvireve kuti zvichaitika.Kusvikira panguva iyoyo, theheliummusika ucharamba uchitengeswa.Zvina pamashanu makuru makuru ehelium ari kugovera zvekushandisa, kunyange mune dzimwe nguva, sezvo BLM Allocation maperesenti akawedzera kubva payakatangazve CHEU yayo. "

“Pakazere, iyo yakaipisisa yenguva yekushomeka zvimwe yapera.Asi zvinoenderana nenguva uye chiyero chekugadzirwa kweAmur.Kana Amur ikasatanga, tichava nekushomeka kwegore rose ra2023. Kana Amur ikatanga muna Kubvumbi uye chitima chechipiri chikauya mumwedzi miviri gare gare uye chiri kumhanya zvakavimbika saka tinofanira kuona zororo kubva mukuperevedza.

Pakupedzisira, mubvunzo unowanzo bvunzwa - rinhiHeliumKushaya 4.0 kupera?Mhinduro kune izvi ine tariro, 9 kusvika 12 mwedzi kubva ikozvino.Isu tinofanirwa kutarisa zvakare paAmur muna 2023/24.Panyaya yehondo yeUkraine, mvura yehelium inotengeswa kunze kwenyika kusvika parizvino yakasunungurwa kubva pazvirango.Kubva munaNdira, kutengeswa kweRussia helium kwakange kusiri pasi pezvirango.Ehe, mamiriro ezvinhu aya anogona kuchinja chero nguva, uye kana zvirango zvaive zvekudzivirira vadyidzani veGazprom kuzadzisa zvibvumirano zvavo, zvinogona kuderedza uye kunonoka kukanganisa kweAmur pamusika wepasi rose uye kuwedzera.HeliumKuperevedza 4.0 kusvika 2024. "


Nguva yekutumira: Mar-01-2023