Mliri ukukulitsa kuyang'ana kwambiri kuopsa kwa malasha ku ESG ku US - lipoti

Makampani a malasha aku US afooka pambuyo potengera kuchuluka kwa magetsi omwe akufunika kwambiri ndipo tsopano ali pachiwopsezo chachikulu cha matenda a covid-19 omwe atha kuchepetsa kufunikira kwa malasha m'malo ovuta,  a Moody's Investors Service  adatero mu lipoti lofalitsidwa Lachitatu. 

Bungwe loona zangongole limayembekezera zopeza 'zofooka kwambiri' kotala lachiwiri kwa opanga malasha.

"Mu 2020, kufunikira kwa magetsi kwatsika kwambiri kuyambira Marichi, makamaka chifukwa cha vuto lazachuma, ndipo tikuyembekeza kuti kugwiritsa ntchito malasha ndi gawo lamagetsi kutsika ndi 30% mu 2020," atero a Benjamin Nelson, Moody's VP-Sr Woyang'anira Ngongole.

Mitengo yogulitsa kunja yakhala ikucheperachepera kuyambira theka lachiwiri la 2018 ndipo yatsika kwambiri kutsatira coronavirus. Mtengo wa malasha wa Metallurgical (met) unatsika kuchokera ku $ 200 / mt mu June 2018 mpaka kufupi ndi $ 110 / mt mu June 2020, malipoti a Moody.

Ma voliyumu amakhalanso pansi pamavuto chifukwa cha kuchepa kwa msika wazitsulo padziko lonse lapansi. Kupanga kwapadziko lonse kudachepetsedwa ndi pafupifupi 5% mpaka Meyi, kuphatikiza kutsika kwakukulu ku North America, European Union, ndi South America kuphatikiza ndi kukwera pang'ono ku China.

Ndalama za opanga malasha zidachepanso kwambiri mu 2020. Kumayambiriro kwa kutsika, ndalama zonse zomwe opanga adavotera ku US zinali $ 1.5 biliyoni, ndipo ambiri aiwo anali ndi mwayi wopezeka pansi pangongole zotsatizana ndi Speculative-Grade Liquidity (SGL) mavoti a SGL-1 ndi SGL-2—apamwamba kwambiri pa sikelo ya SGL ya nsonga zinayi.

Kufika kwa miliri ya coronavirus ku US, kuphatikiza ndi kuchepa kwadziko komwe kukufunika kwa malasha amoto komanso magawo angapo a kufooka kwamitengo yamakala ogulitsa kunja, kumachepetsa kwambiri kuchuluka kwa ndalama zomwe opanga malasha amayembekezeredwa, ndipo nthawi zina adachepetsa kutsata kwawo ndalama. mapangano okonza, malipoti a Moody.

"Otsika mtengo okha, omwe amayang'ana kwambiri zinthu monga Arch Resources ndi Warrior Met Coal sanachedwepo kutsika kwanthawi yayitali kapena kuwunikanso momwe amawonera, chifukwa ali ndi mwayi wopeza ndalama mwachangu kuposa anzawo."

ESG

Kufikira kuzinthu zazikulu kukukulirakulira kumakampani a malasha pomwe nkhawa zokhudzana ndi ESG zikuchulukirachulukira. Malinga ndi lipotilo, mliriwu udzakulitsa chidwi pazovuta za ESG.

"Nkhani za ESG pankhani yamakampani a malasha aku US zakulitsa mwayi wopeza ndalama kumakampani omwe ali m'gululi, chifukwa osunga ndalama ambiri awonetsa kudana ndi zinthu zokhudzana ndi malasha kapena kuwonetsa kufunitsitsa kulanga makampani a malasha."

Ngakhale makampani ambiri akumafakitale a Ba- ndi B adapeza ndalama zobwereketsa komanso kugulitsa ngongole zamabanki kuyambira pomwe mliriwu udayamba, opanga malasha alibe.