Lefu la seoa le holisa ho tsepamisa maikutlo ho likotsi tsa mashala tsa ESG tsa US - tlaleho

Indasteri ea mashala ea Amerika e fokotsehile ka mor'a ho nka boima ba tlhoko e tlase ea motlakase mme joale e kotsing e kholo ea ts'oaetso ea covid-19 e ka fokotsang tlhokeho ea mashala maemong a nyahamisang,  Moody's Investors Service e  boletse tlalehong e phatlalalitsoeng ka Laboraro. 

Setsi sa boemo ba mekitlane se lebelletse moputso o 'fokolang haholo' oa kotara ea bobeli bakeng sa bahlahisi ba mashala.

"Ka 2020, tlhoko ea motlakase e theohile haholo ho tloha ka Hlakubele, haholo ka lebaka la phello ea moruo oa seoa sena, mme re lebelletse hore tšebeliso ea mashala ke lekala la matla a motlakase e tla theoha ka ho feta 30% ka 2020," ho boletse Benjamin Nelson. Moody's VP-Sr Ofisiri ea Mokoloto.

Litheko tsa kantle ho naha li ne li ntse li fokotseha ho tloha halofo ea bobeli ea 2018 mme li ntse li mpefala le ho feta kamora coronavirus. Theko ea mashala a Metallurgical (met) e theohile ho tloha ho $ 200 / mt ka June 2018 ho ea ho $ 110 / mt ka June 2020, litlaleho tsa Moody.

Bongata bo boetse bo tlas'a khatello ea maikutlo ka ho fokotseha ha indasteri ea tšepe lefatšeng ka bophara. Tlhahiso ea lefats'e e fokotsehile ka hoo e ka bang 5% ho fihlela ka Mots'eanong, ho kenyelletsa le ho theoha ho matla Amerika Leboea, European Union, le Amerika Boroa ho kopantsoe le keketseho e itekanetseng China.

Tšebeliso ea chelete ea bahlahisi ba mashala le eona e fokotsehile haholo ka 2020. Qalong ea ho theoha, kakaretso ea chelete ea bahlahisi ba rekiloeng ba US e ne e le $1.5 bilione, 'me boholo ba bona ba ne ba e-na le phumaneho e ngata tlas'a mekitlane e potolohang hammoho le Speculative-Grade Liquidity (SGL) lintlha tsa SGL-1 le SGL-2-e phahameng ka ho fetisisa sekaleng sa lintlha tse 'nè tsa SGL.

Ho fihla ha seoa sa coronavirus naheng ea Amerika, ho kopantsoe le ho theoha ho ntseng ho tsoela pele ha tlhokahalo ea mashala a chesang le likarolo tse 'maloa tsa bofokoli ba theko ea mashala a kantle ho naha, ho fokotsitse haholo phallo ea chelete e lebelletsoeng ea bahlahisi ba mashala,' me maemong a mang a fokotsa ts'ebetso ea bona e lebelletsoeng ea lichelete. lilekane tsa tlhokomelo, litlaleho tsa Moody.

"Ke bahlahisi ba theko e tlase feela, ba tsepamisitseng maikutlo joalo ka Arch Resources le Warrior Met Coal ba so kang ba bona phokotso ea morao-rao ho ea ho litekanyetso tsa nako e telele kapa tlhahlobo ea pono, kaha ba na le tlhahiso e matla ea phallo ea chelete ho feta lithaka tsa bona."

ESG

Phihlello ea litaba tsa lichelete e ntse e ba ea bohlokoa haholo indastering ea mashala ha matšoenyeho a amanang le ESG a ntse a tota. Ho latela tlaleho, seoa sena se tla chorisa ho tsepamisa maikutlo ho likotsi tsa ESG.

"Litaba tsa ESG mabapi le indasteri ea mashala ea Amerika li tiisitse phihlello ea lichelete bakeng sa lik'hamphani tse lekaleng lena, kaha bo-ramatsete ba 'maloa ba bontšitse hore ba hloile thepa e amanang le mashala kapa ba ikemiselitse ho otla lik'hamphani tsa mashala."

Leha lik'hamphani tse ngata tsa indasteri tse lekantsoeng ka Ba- le B li fihletse bonto le mebaraka e kopaneng ea likalimo tsa banka ho tloha ha seoa sena se qala, bahlahisi ba mashala ha ba e-so fihle.