I-Greenflation: Lapho ukusimama kubiza

• About the Author:
• Igama lomlobi

  I-Quantumrun Foresight
• June 19, 2023

Amaphuzu avelele okuqonda

I-Greenflation, inhlanganisela "yokuhlaza" kanye "nokwehla kwamandla emali," ivele njengoba amanani entengo aphezulu kanye nabathengi ibe nomthelela emikhakheni eyahlukene kusukela eNtwasahlobo ka-2021. Izindleko zokukhiqiza izimoto zikagesi (ama-EV) zinyukile ngenxa yokwenyuka kwesidingo samabhethri, okudala impahla. i-boom yamaminerali njengethusi, i-nickel, ne-cobalt. Kodwa-ke, izinsiza ezilinganiselwe kanye nezimpendulo zokunikezwa isikhathi eside ezivela ezinkampanini zezimayini kubangele ukushoda. Ingxabano yango-2022 e-Ukraine yaphinde yaphazamisa amaketanga, ikakhulukazi i-nickel nezinsimbi ezisetshenziswa kuma-wind turbines. Okudidayo ukuthi, ingcindezi yokuzuza ukungathathi hlangothi kwekhabhoni ibambezele uchungechunge lokuhlinzeka ngobuchwepheshe obuluhlaza nengqalasizinda, okuholela ezikhathini ezinde zamaphrojekthi kanye nezindleko ezikhulayo ukuze kuhlangatshezwane namazinga emvelo. 

Umongo we-Greenflation

I-Greenflation, inhlanganisela "yokuhlaza" kanye "nokwehla kwamandla emali," ikakhulukazi iqhutshwa amanani entengo aphezulu kanye nabathengi kusukela eNtwasahlobo ka-2021, ngokusho kwe-Financial Times. Ukwehla kwamandla emali emhlabeni wonke kuthinte yonke into, kusukela ezimpahleni zezimpahla kuya eziqashisweni kuya ezikweletini zamandla. Ngenxa yalokho, ukuba luhlaza sekuwumsebenzi obizayo. Isibonelo yizindleko zokukhiqiza ezikhuphukayo zokwakha izimoto ezisebenza ngogesi (EVs). I-US International Energy Agency yathi isibalo sama-EV emhlabeni wonke sizokwenyuka sifinyelele ezigidini eziyi-145 ngo-2030, okuyingxenyana nje yezimoto zenjini evuthayo engu-1.2 billion kusukela ngo-2021. Ngenxa yalokho, leli gebe lidala isidingo esikhulu samabhethri azohlala edingeka isikhati eside.

Lesi sidingo sibangele ukwanda kwempahla, kodwa izimpahla azikwazanga ukuhambisana nesidingo samaminerali njengethusi, i-nickel, ne-cobalt. Kunezizathu ezimbili eziyinhloko zalolu daba: okokuqala, ezinye izinsimbi zomhlaba ezingavamile zitholakala kuphela emazweni ambalwa. Okwesibili, ukuhlinzekwa kwezidingo ezivela ezinkampanini zezimayini kunwetshwa ngenxa yezindleko eziphakeme zemali yokutshalwa kwezimali kanye nengcindezi evela kubatshalizimali yokwehlisa ukungcola.

Ukwengeza, impi yango-2022 e-Ukraine ihlanganisa lesi simo ngoba amaketanga okuhlinzeka aphazamisekile, ikakhulukazi lawo e-nickel nensimbi yezinjini zomoya. Njengoba iYurophu inciphisa ukuncika kwayo kuwoyela negesi yaseRussia, amaphrojekthi amaningi avuselelekayo avuselelwayo njengamapulazi omoya asogwini lwethulwa, okuholele ekuswelekeni okwengeziwe.

Umthelela ophazamisayo

Okuxakayo ukuthi, ingcindezi yokuthi ungathathi hlangothi ibambezela uchungechunge lokuhlinzeka ngobuchwepheshe obuluhlaza nengqalasizinda. Njengoba amazwe amaningi asebenzisa imithetho yokwandisa ukulawulwa kwekhabhoni, izindleko zokuhlangabezana nezinhloso zokuqeda ikhabhoni ziyakhula. E-Chile nasePeru, okuyikhaya lamaphesenti angama-40 ezindawo zokulondoloza ithusi emhlabeni, lokho okwakuyinqubo yephrojekthi yezimayini yeminyaka emihlanu manje kuthatha iminyaka eyishumi ngenxa yokuhlolwa okwengeziwe komthelela kwezemvelo nezenhlalo kusukela ngo-2022.

Ngenxa yalokhu kungasebenzi, abakhiqizi bempahla baphinde batshale imali encane kunaleyo abebengaba nayo futhi kunalokho babuyisela imali kubanikazi bamasheya. Ukuntuleka kokuhlinzekwa okuvela ekutshalweni kwezimali okumbalwa kubangela ukuba amanani enyuke. Lokhu kuthuthukiswa kubonisa ukuthi amazinga anezinhloso ezinhle, njengezimfuneko zezemvelo, ezenhlalakahle, kanye nokubusa (ESG), angaholela emiphumeleni engalindelekile.

Kodwa-ke, abanye ochwepheshe banethemba lokuthi umnotho wezinga uzokwenzela i-greenflation. Ukwehliswa kwezindleko eziphezulu ngesilinganiso somnotho kuhlanganisa izinto ezibizayo njengezinkokhelo zemvume, umsebenzi wokufakwa, nokutholwa kwamakhasimende. Ngisho noma ezinye izimpahla nezimpahla zibiza kakhulu noma kube nzima ukuzithola, izithiyo ezinjalo ngeke zonakalise amathuba ahlanzekile empumelelo yesikhathi eside.

Ukwengeza, ukuphazamiseka kokwehla kwamandla emali kanye nokuphazamiseka kokuthengwa kwempahla kwenze kwaba nzima kakhulu ukuxhasa ngezimali amaphrojekthi kagesi avuselelekayo; ukwehla kwezindleko zezimali kusize ukukhiqiza irekhodi lamagigawathi angu-260 wamandla emithonjeni evuselelekayo ngo-2020, ngokusho kwe-International Renewable Energy Agency. Inhlangano inethemba lokuthi ukwanda kokutshalwa kwezimali ezintweni ezivuselelekayo kuthambisa imakethe.

Imiphumela ye-greenflation

Imithelela ebanzi ye-greenflation ingafaka: 

• Abanye ohulumeni bacubungula kabusha isidingo semithethonqubo ekhona yokuhlola ukukhathazeka kwemvelo kanye ne-ESG, okungase kuholele ekuncipheni okuncane okumele izinkampani zizinqobe lapho sitshala imali kumaphrojekthi amasha ahlobene nokusimama.
• Abanye ohulumeni baqhubeka nokuxhasa amaphrojekthi aluhlaza kanye nezinhlelo zokugqugquzela amabhizinisi ukuthi asimeme. Ukwenyuka okumangalisayo kwezindleko zomxhaso kungase kubangele ukuhlehla komphakathi.
• Ukwenyuka kokutshalwa kwezimali emkhakheni wamandla avuselelekayo njengoba amazwe ezama ukufinyelela imigomo yawo yokususa ikhabhoni.
• Amazwe amaningi atshala imali ekwakheni kabusha noma ekukhuliseni izindawo zawo zokukhiqiza zasekhaya ukuze andise ukukhiqizwa kwezingqalasizinda zamandla avuselelekayo kanye nama-EV.
• Utshalomali olumbalwa lwabathengi kungqalasizinda yamandla avuselelekayo, njengamaphaneli elanga, esikhathini esifushane.

Imibuzo okufanele icatshangelwe

• Yimiphi eminye imikhakha engase ithintwe yi-greenflation?
• Ucabanga ukuthi i-greenflation izoba nomthelela kanjani ezinhlelweni zokushintsha kwesimo sezulu?