Yimuphi umthelela okungenzeka kube nawo ukungqubuzana kweRussia-Ukraine embonini yezimoto? Umphakeli

Isifinyezo esivela kumsebenzisi wenethiwekhi: "Irekhodi 'lokudlula isivinini' lamahora angu-4 e-Denmark eliphethwe u-Adolf Hitler lavuselelwa ngu-Vladimir Putin ngehora elingu-1 nemizuzu engu-22 ngoFebruwari 24, 2022."

Nakuba ukungqubuzana kuqhubeke kwaze kwaba ngoMashi 1, akunakuphikwa ukuthi thina esiphila esikhathini samanje, sesiphinde sabona umlando. Eminyakeni yamuva nje, umnotho womhlaba usuphinde wathatha indlela ebingalindelekile ngenxa yengxabano yezikhali zaseRussia-Ukraine ngemuva “kokushaywa kanzima” yizici ezifana nobhubhane olusha lomqhele, ukuvinjwa kwamaketanga, kanye nokukhuphuka kwamanani entengo yezinto ezingavuthiwe. Okufanele sikhathazeke ngakho ukuthi lokhu Kuzoletha muphi umthelela eChina nasembonini yezimoto emhlabeni wonke?

Abangaphakathi embonini bathi uma isimo eRussia nase-Ukraine siqhubeka nokudlondlobala, hhayi insimbi kuphela, kodwa nalezi zinhlobo zezinto ezingase zibe nomthelela omubi.

I-drive motor ikakhulukazi yakhiwe izingxenye ze-stator, izingxenye ze-rotor, izembozo zokugcina kanye nezingxenye ezijwayelekile ezisizayo, futhi i-stator windings ibuye ihlanganise ama-iron cores, ama-winding wire wire, izinto zokuvikela, njll. Njengoba igama libonisa, i-flat wire motor isebenzisa ithusi eliyisicaba. intambo ku-stator winding.

Ukukhiqizwa kwethusi elicwengekile laseRussia ngo-2021 kungamathani angama-920,000, okubalelwa ku-3.5% yenani lomhlaba wonke, lapho ukukhiqizwa kweRussia kungamathani angama-406,841. Izintengo zethusi ziphakeme ngaso sonke isikhathi ngenxa yesidingo esikhulayo, ikakhulukazi emazweni athuthukile, ukwanda kokusetshenziswa kwezimoto zikagesi, amapulazi omoya, ama-solar panel kanye namagridi, kuhambisana nempahla eqinile.

UGoldman Sachs ulinganisela ukuthi ukufunwa kwethusi kuzokhula cishe ngamathani angu-600% kuya ku-5.4 wezigidi ngo-2030, ikakhulukazi ngenxa yenguquko eluhlaza. Amanani e-Copper kulindeleke ukuthi akhuphuke njengoba imakethe ye-copper iqinile kakhulu, ikakhulukazi e-China, lapho isidingo sidlula ukutholakala kwempahla. UGoldman Sachs unentengo ehlosiwe yezinyanga ezi-3 neziyi-12 engu-$11,500 ithani.

Izijeziso eRussia zingaholela ekuthengeni okuqinile kanye nomunye umhlangano wesikhashana.

Ngaphezu kwalokho, ngokombiko okhishwe yisikhungo socwaningo lwemakethe i-Techcet ekuqaleni kwenyanga, abakhiqizi abaningi be-semiconductor emhlabeni wonke bancike kakhulu kwezinye izinto ezivela eRussia nase-Ukraine, njenge-neon ne-palladium. Lo mbiko ulinganisela ukuthi ngaphezu kwamaphesenti angama-90 we-U.S. semiconductor-grade neon supply ivela e-Ukraine kanti amaphesenti angu-35 e-palladium avela eRussia.

Ikhophi yakamuva yombhalo ekhishwe yi-Semiconductor Industry Association International (SEMI) ibonisa ukuthi uJoe Pasetti, iphini likamongameli wenqubomgomo yomphakathi yomhlaba wonke kwa-SEMI, uqondise ama-semiconductors afana ne-hexafluorobutadiene, i-palladium, i-helium, i-neon ne-scandium ekhiqizwa eRussia nase-Ukraine. Izinto zokwakha zikhumbuze amalungu, "Uma inkampani yakho ikhathazekile ngengcuphe engase ibe khona yokuphazamiseka kokuhlinzekwa kwanoma iyiphi yalezi zinto, ngicela ungazise."

I-Techcet iveze ukuthi i-neon ibalulekile kuma-laser asetshenziselwa ukwenza ama-chips futhi iwumkhiqizo ovela embonini yensimbi yaseRussia, kuyilapho izinkampani zase-Ukraine zinesibopho sokuhlanzwa kwe-neon. I-Palladium isetshenziswa kuzinzwa nenkumbulo, phakathi kwezinye izinhlelo zokusebenza.

Nakuba kusukela izolo, abahlinzeki be-semiconductor beze ngaphambili belandelana, bebeyazi le ngozi kusukela ngo-2014 lapho iRussia ithatha iCrimea, futhi kusukela lapho ingozi yokuphazamiseka kwe-supply chain okubangelwa ukungqubuzana phakathi kweRussia ne-Ukraine iye yancishiswa. ngangokunokwenzeka. , kodwa akunakuphikwa ukuthi lo mthelela noma ngokungaqondile, cishe uzothintwa imakethe.

Lokhu ngokungangabazeki kuwumphumela ochungechungeni lwemboni yezimoto emhlabeni wonke, ehlaselwe ukushoda okuwumgogodla, ugesi ophansi, kanye nokukhuphuka kwamanani ezinto zokusetshenziswa kusukela kwalolu bhubhane, futhi ukuthambekela okulandelayo kuzoba nzima nakakhulu ukubikezela.

Ukuze kuncishiswe ingcuphe yokwanda kwezingozi ze-supply chain, amazwe amaningi nezinkampani ezihlobene nawo athathe izinyathelo ezifanayo. Isibonelo, i-Nippon Steel Co., Ltd. ihlela ukuthenga insimbi eyengeziwe evela e-Brazil nase-Australia ukuze kuvinjwe ukuphazamiseka kokunikezwa kwe-iron Ore futhi kuvale ukuntuleka kokutholakala kwensimbi. Njengamanje inkampani ithola cishe amaphesenti angu-14 ama-pellets ayo ensimbi evela eRussia nase-Ukraine; abenzi be-memory chip baye bakhulisa uhlu lwegesi ye-inert kusukela emavikini angu-4 avamile kuya kwayisithupha kuya kwayi-8, kodwa namanje abakwazi ukuxazulula izinkinga zesikhathi eside.

Canwin kukhiqizwa ngokuhambisana nezindinganiso eziphakeme kakhulu zokuvala izinsimbi futhi umkhiqizo uqinisekisiwe njengezigxivizo ezingcono kakhulu zemishini.

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