MOUNT WELD, Australia/TOKYO (Reuters) - Yakapararira nepakati pegomo rinoputika kumucheto kweGreat Victoria Desert kuWestern Australia, mugodhi weMount Weld unoratidzika sepasirese kubva kuhondo yekutengeserana yeUS-China.
Asi gakava iri rave riine mari kuLynas Corp (LYC.AX), muridzi weMount Weld wekuAustralia. Mugodhi uyu unodada imwe yemadhipoziti epasirese epasi isingawanzo, zvakakosha zvezvinhu zvese kubva kuPhones kusvika kune zvombo masisitimu.
Mazano gore rino neChina ekuti inogona kumisa kutengesa kwenyika isingawanzo kuUnited States sezvo hondo yekutengeserana yakaitika pakati penyika mbiri idzi yakakonzera kupokana kweUS kutsvaga zvinhu zvitsva - uye yakatumira migove yaLynas ichikwira.
Sekambani yega isiri yeChinese iri kubudirira muchikamu chepasi chisingawanzo, Lynas shares akawana 53% gore rino. Migove yakakwira 19 muzana svondo rapfuura panhau dzekuti kambani inogona kuendesa tenda yehurongwa hweUS hwekuvaka zvisingawanzo kugadzirwa pasi muUnited States.
Rare Earths akakosha pakugadzira mota dzemagetsi, uye anowanikwa mumagineti anomhanyisa mota dzema turbines emhepo, pamwe nemumakomputa nezvimwe zvigadzirwa zvevatengi. Zvimwe zvakakosha mumidziyo yemauto senge jet injini, missile kutungamira masisitimu, satellite uye lasers.
Lynas 'rare Earths bonanza gore rino yakafambiswa nekutya kweUS pamusoro pekutonga kweChinese pamusoro pechikamu ichi. Asi nheyo dzeiyo boom dzakavambwa makore angangoita gumi apfuura, apo imwe nyika - Japan - yakasangana neyayo isingawanzo-yepasi kuvhunduka.
Muna 2010, China yakarambidza kutengesa pasi kwepasi kuJapan zvichitevera gakava renzvimbo pakati penyika mbiri idzi, kunyange hazvo Beijing yakati nzira idzi dzakabva mukunetsekana nenharaunda.
Nekutya kuti maindasitiri ayo epamusoro-soro anga ari munjodzi, Japan yakafunga kuisa mari muMount Weld - iyo Lynas akawana kubva kuRio Tinto muna 2001 - kuitira kuchengetedza zvekushandisa.
Ichitsigirwa nemari kubva kuhurumende yeJapan, kambani yeJapan inotengeserana, Sojitz (2768.T), yakasaina chibvumirano chemadhora mazana maviri nemakumi mashanu emamiriyoni emadhora ekuchera ivhu risingawanzocherwa panzvimbo iyi.
"Hurumende yeChina yakatiitira zvakanaka," akadaro Nick Curtis, aive sachigaro mukuru paLynas panguva iyoyo.
Chibvumirano ichi chakabatsirawo mari yekuvakwa kwefekisheni yairongwa naLynas muKuantan, Malaysia.
Kudyara mari uku kwakabatsira Japan kuderedza kuvimba kwayo neChina nechikamu chimwe chete muzvitatu, sekureva kwaMichio Daito, anoona nezvepasi risingawanzo uye zvimwe zvicherwa kubazi reJapan reEconomy, Trade and Industry.
Zvibvumirano zvakaisawo hwaro hwebhizinesi raLynas. Mari iyi yakabvumira Lynas kuvandudza mugodhi wayo uye kuwana nzvimbo yekugadziridza muMalaysia nemvura nemagetsi izvo zvaishomeka paMount Weld. Urongwa hwacho hwave hunobatsira Lynas.
PaMount Weld, ore inonamirwa kuita imwe pasi oxide isingawanzo tumirwa kuMalaysia kuti iparadzaniswe nepasi rakasiyana siyana. Iyo yakasara inobva yaenda kuChina, kuti iwedzere kugadziriswa.
Madhipoziti eMount Weld "akatsigira kugona kwekambani kusimudza zvese zvakaenzana uye mari yechikwereti," Amanda Lacaze, mukuru wekambani iyi, akadaro mune email kune Reuters. "Modhi yebhizinesi raLynas ndeyekuwedzera kukosha kune Mount Weld sosi panzvimbo yayo yekugadziridza kuMalaysia."
Andrew White, muongorori weCurran & Co muSydney, akataura nezve "maitiro ekuti Lynas ariye ega mugadziri wepasi risingawanike kunze kweChina" ane hunyanzvi hwekukwenenzvera pachiyero chake che'kutenga' pakambani. "Ndiko kugona kunatsa kunoita mutsauko mukuru."
Lynas muna Chivabvu akasaina chibvumirano neBlue Line Corp yakazvimiririra muTexas yekugadzira chirimwa chekugadzira chinobvisa mavhu asingawanzo kubva kuzvinhu zvinotumirwa kubva kuMalaysia. Blue Line nevatungamiriri veLynas vakaramba kupa ruzivo nezve mutengo uye huwandu.
Lynas nemusi weChishanu akati ichaendesa terenda mukupindura kushevedzerwa kwedhipatimendi reDziviriro reUS kuti zvikurudzirwe kuvaka chirimwa chekugadzira muUnited States. Kuhwina mubairo kwaizopa Lynas simba rekuvandudza chirimwa chiripo panzvimbo yeTexas kuita nzvimbo inopatsanura yevhu rinorema risingawanzo.
James Stewart, muongorori wezviwanikwa neAusbil Investment Management Ltd muSydney, akati aitarisira kuti Texas kugadzirisa chirimwa chinogona kuwedzera 10-15 muzana pamihoro pagore.
Lynas akange ari pachinzvimbo chetenda, akadaro, achifunga kuti yaigona kutumira zviri nyore zvinhu zvakagadziriswa kuMalaysia kuUnited States, uye kushandura chirimwa cheTexas zvakachipa, chimwe chinhu icho mamwe makambani aizonetseka kutevedzera.
"Dai US yaifunga nezve kwakanakisa kugovera capital," akadaro, "Lynas ari mberi uye ari pamberi."
Zvinetso zvichiripo, zvisinei. China, iyo inotungamira mugadziri wepasi isingawanzo, yakawedzera kugadzirwa mumwedzi ichangopfuura, ukuwo kudzikira kwepasi rose kudiwa kubva kune vanogadzira mota dzemagetsi kwadzikisira mitengo.
Izvi zvinoisa kumanikidza kwaLynas uye kuyedza iyo US tsidziro yekushandisa kugadzira mamwe masosi.
Chirimwa cheMalaysia chave zvakare nzvimbo yekuratidzira nguva zhinji nemapoka ezvemamiriro ekunze ane hanya nekuraswa kwemarara akaderera-radioactive.
Lynas, achitsigirwa neInternational Atomic Energy Agency, anoti chirimwa ichi pamwe nekurasa marara kwacho zvine hutano.
Kambani iyi yakasungirirwawo rezenisi rekushanda iro rinopera kushanda musi wa2 Kurume, kunyange hazvo richitarisirwa kuti riwedzerwe. Asi mukana wekuti mamwe marezinesi akaomesesa mamiriro anogona kuitwa neMalaysia adzoresa vazhinji vanoisa mari mumasangano.
Tichisimbisa izvo zvinonetsa, neChipiri, migove yeLynas yakadonha ne3.2 muzana mushure mekunge kambani yati chikumbiro chekuwedzera kugadzirwa pachirimwa chatadza kuwana mvumo kubva kuMalaysia.
"Ticharamba tichiva mutengesi wesarudzo kune vatengi vasiri veChinese," Lacaze akaudza musangano wepagore wekambani mwedzi wapera.
Kuwedzera kushuma Liz Lee muKuala Lumpur, Kevin Buckland muTokyo naTom Daly muBeijing; Kugadziriswa naPhilip McClellan
Nguva yekutumira: Jan-12-2020