3, TDI: Qhov thib ob puag ncig ntawm tus nqi nce pib los ntawm lub hauv paus qis, tsis tau nce lub zog nce ntxiv.
TDI qhia meej meej tias kev lag luam tau hloov pauv sai npaum li cas los ntawm kev kho rov qab mus rau qhov ruaj khov. Thawj puag ncig ntawm tus nqi nce siab tshaj plaws tau tshaj tawm hauv kev ntshuam- nyob ntawm kev lag luam noj. Los ntawm theem ua ntej -kev kub ntxhov mus txog rau lub Plaub Hlis Ntuj, TDI cov nqi nce li 37%, 55% thiab 53% hauv Suav teb, Southeast Asia thiab Is Nrias teb raws li. Cov tebchaws Esxias yav Qab Teb thiab Is Nrias teb tau tshaj tawm cov txiaj ntsig loj dua vim tias cov nqi hloov pauv hloov pauv, kev thauj khoom thauj thiab kev thauj khoom tsis txaus ntseeg tau nthuav tawm qhov cuam tshuam ntawm kev cuam tshuam ntawm kev xa khoom hauv Middle East. Txog rau lub Rau Hli, feem ntau cov nqi pheej hmoo tau raug muab rov qab. Txawm li cas los xij, qhov nce ntxiv ntawm geopolitical tensions nyob rau hauv Lub Xya hli ntuj ua rau ib tug thib ob upward rally ib zaug dua los ntawm hauv qab. Txij li thaum Lub Rau Hli trough, TDI tus nqi tau rov zoo li kwv yees li 14% hauv Suav teb, 10% hauv Southeast Asia thiab 15% hauv Is Nrias teb. Cov lus Indian tam sim no tau txais txiaj ntsig tshwj xeeb, raws li cov nqi no tau hais ** yam tsis muaj kev tiv thaiv - cov dej num pov tseg (ADD) **, qhov piv txwv ntawm cov nqi Indian yav dhau los suav nrog ADD. Qhov no qhia tau hais tias tus nqi tiag tiag lub zog yog qhov tseem ceeb tshaj li qhov kev sib piv cov ntaub ntawv sab saum toj qhia. Tus nqi TDI tseem tsis tau rov qab mus rau lub Plaub Hlis Ntuj kawg, tsis tau tus nqi sib txawv tau hloov pauv txawv. Thawj qhov kev tawm tsam pom qhov nce siab ntsug pib txij li ua ntej- tus nqi teeb meem; Qhov thib ob tam sim no upturn pib ntawm lub hauv paus qis, txhawb nqa los ntawm kev pheej hmoo logistics tshiab, cov khoom siv nruj nruj thiab cov neeg yuav khoom xav tau xauv rau hauv kev xa khoom xa tuaj.
4, PMDI: Ntshuam -kev lag luam uas muaj kev vam meej ntsib cov teeb meem muaj zog dua ntawm kev ntsuas tus nqi
Piv nrog TDI, PMDI nthuav tawm cov qauv kev ntsuas tus nqi zoo dua, tshwj xeeb tshaj yog nyob rau hauv kev lag luam ntshuam - nyob ntawm kev lag luam xws li Is Nrias teb thiab Sab Hnub Tuaj Asia. Thaum lub sijhawm thawj qhov kev sib tw, PMDI tus nqi tau nce los ntawm 45%, 63% thiab 65% hauv Suav teb, Cov Neeg Esxias Qab Teb Hnub Tuaj thiab Is Nrias teb raws li los ntawm ua ntej - theem kev kub ntxhov mus rau lub Plaub Hlis Ntuj. Qhov kev nce qib siab tshaj sau npe hauv Is Nrias teb thiab Sab Qab Teb Asia tau tshwm sim los ntawm lawv qhov kev cia siab ntau dua ntawm cov khoom siv tuaj txawv teb chaws thiab muaj peev xwm tsis tshua muaj peev xwm nqus cov nqi nce siab los ntawm cov neeg muag khoom. Yog li ntawd, PMDI ua ib qho piv txwv ntawm yuav ua li cas geopolitical kev pheej hmoo tuaj yeem hloov kho tus nqi sai thoob plaws ntshuam- coj isocyanate kev lag luam. Lub voj voog thib ob tau nthuav tawm los ntawm Lub Rau Hli trough, nrog PMDI tus nqi nce kwv yees li 14%, 13% thiab 19% hauv Suav teb, Southeast Asia thiab Is Nrias teb sib txuas. Is Nrias teb tau tshaj tawm ib zaug ntxiv qhov kev rov qab zoo tshaj plaws, qhia txog qhov kev nkag siab zoo ntawm kev ntshuam- nyob ntawm kev lag luam rau kev ruaj ntseg ntawm cov khoom thauj, cov nqi thauj khoom thiab cov neeg muag khoom cov nqi nruj. Tsis zoo li qhov xav tau- tus nqi tsav tsheb nce, PMDI tam sim no uptrend yog qhov tseem ceeb los ntawm kev txhawj xeeb txog kev ruaj ntseg, cov nqi hloov pauv thiab xa khoom xa mus rau qhov pheej hmoo. Txawm hais tias cov neeg yuav khoom tuaj yeem tiv thaiv cov lus hais kom siab, cov khoom thauj nruj yuav ua rau lawv muaj kev ruaj ntseg rau lub Cuaj Hli.