Ib lub ntiaj tebheliumkev tsis txaus tau nkag mus rau hauv qhov xwm txheej ceev, nrog rau kev cuam tshuam kev muab khoom los ntawm Lavxias thiab Qatar ua rau muaj kev hloov pauv ntawm cov saw hlau muab khoom, ua rau lub ntiaj teb poob qisheliumkev ua lag luam mus rau hauv kev kub ntxhov ntawm kev muab khoom nyuaj.
Tom qab Qatar kaw tag nrho cov khoom tsim tawm thaum Lub Peb Hlis, Lavxias tau tshaj tawm txoj cai tswj kev xa tawm helium rau lub Plaub Hlis 14th rau cov tebchaws sab nraud Eurasian Economic Union. Cov kev ntsuas no yuav siv tau txog thaum kawg ntawm xyoo 2027. Kev kaw ob lub chaw muag khoom tseem ceeb no ua rau poob kwv yees li 42% -50% ntawm kev lag luam thoob ntiaj teb.heliummuaj peev xwm tsim khoom. Cov lag luam tseem ceeb xws li semiconductors thiab kev kho mob imaging ntsib kev pheej hmoo ntawm kev tsis txaus helium, ua rau kev ruaj ntseg ntawm cov khoom xa tuaj yog qhov kev txhawj xeeb tseem ceeb rau cov lag luam thoob ntiaj teb.
Ua ib qho chaw muaj txiaj ntsig zoo uas tsis rov ua dua tshiab,heliumtsis muaj lwm txoj hauv kev zoo dua hauv kev tsim khoom siab heev thiab kev tshawb fawb, thiab nws cov khoom muab tau muab tso rau hauv plaub lub teb chaws loj. Hauv qhov teeb meem no, ob lub hauv paus tseem ceeb tau raug kev cuam tshuam:
1) Qatar kaw tag nrho: Cuam tshuam los ntawm qhov kev tawm tsam thib ob los ntawm kev tsov rog hauv lub Peb Hlis, tag nrho peb lub chaw rho tawm helium hauv lub nroog kev lag luam Ras Lafan raug rhuav tshem, cuam tshuam tag nrho 33% -40% ntawm lub peev xwm tsim khoom thoob ntiaj teb. Tsoomfwv tau tshaj tawm 5-xyoo "force majeure" kab lus rau Tuam Tshoj, Kaus Lim Qab Teb, thiab lwm lub tebchaws. Kev kho cov kab ntau lawm tseem ceeb yuav siv sijhawm 3-5 xyoos, nrog tsawg dua 10% lub sijhawm rov pib dua kev tsim khoom hauv lub sijhawm luv luv.
2) Lavxias teb sab kev tswj hwm nce ntxiv: Lavxias teb sab, uas suav txog 8% -10% ntawm lub peev xwm tsim khoom thoob ntiaj teb, xav tau kev pom zoo tshwj xeeb los ntawm Tus Thawj Fwm Tsav Tebchaws lossis Tus Lwm Thawj Fwm Tsav Tebchaws rau nws cov kev tswj hwm kev xa khoom tawm. Qhov laj thawj tau hais rau kev tswj hwm yog "ua kom ntseeg tau tias cov kev xav tau ntawm cov lag luam tseem ceeb hauv tsev xws li aerospace, electronics, thiab MRI khoom siv." Txawm hais tias cov chaw loj xws li Amur Gas Processing Plant muaj peev xwm tsim khoom txhua xyoo ntawm 6 billion cubic meters, kev xa khoom tiag tiag hauv xyoo 2025 tsuas yog 1.6 billion cubic meters, txhais tau tias kev lag luam thoob ntiaj teb yuav poob qhov sib npaug tseem ceeb no.
Ua ke nrog kev txwv kev xa khoom hauv Strait of Hormuz thiab ISO txoj kev tswj hwm ntawm cov kua helium cia tank (80% ntawm lub ntiaj teb cov tank cia tseem ceeb yog nyob rau hauv ob peb lub tuam txhab), thoob ntiaj teb cov saw hlau helium tab tom ntsib ob qho teeb meem ntawm "kev cuam tshuam kev tsim khoom + kev thauj mus los".
Lub sijhawm tshaj tawm: Tsib Hlis-14-2026
