Ngenxa yeerhafu eziguquguqukayo kunye nezothusayo ezibekwe nguMongameli wase-US uDonald Trump, ayipheleli nje ekuphazamisekeni koqoqosho lwehlabathi, nto leyo eyabangela uloyiko lokudodobala koqoqosho lwase-US kunye nokunyuka kwamaxabiso e-US, kodwa abaqhubi be-cannabis abanelayisenisi kunye neenkampani zabo ezibambiseneyo nabo bajamelene neengxaki ezinjengokunyuka kweendleko zoshishino, ukuthotywa kwabathengi, kunye nokubuyela umva kwababoneleli.
Emva komyalelo kaTrump "uSuku lokuKhululwa" unyuse amashumi eminyaka yomgaqo-nkqubo worhwebo wangaphandle wase-US, ngaphezulu kweshumi elinambini labaphathi beshishini le-cannabis kunye neengcali zoqoqosho zilumkise ukuba ukunyuka kwamaxabiso okulindelekileyo kuya kuchaphazela icandelo ngalinye lekhonkco lokubonelela nge-cannabis-ukususela kulwakhiwo kunye nezixhobo zokulima ukuya kumacandelo emveliso, ukupakishwa kunye nezixhobo ezikrwada.
Amashishini amaninzi e-cannabis sele eziva ifuthe leentlawulo, ngakumbi ezo zijoliswe kumanyathelo okuziphindezela avela kubaboneleli bamazwe ngamazwe. Nangona kunjalo, oku kuye kwabangela ukuba ezi nkampani zifune ababoneleli abaninzi basekhaya naphi na apho kunokwenzeka. Ngeli xesha, abanye abathengisi be-cannabis kunye neebrendi baceba ukudlulisela inxalenye yeendleko ezongeziweyo kubathengi. Baxoxa ngelithi kwishishini esele linomthwalo wemithetho engqongqo kunye nerhafu enzima—ngelixa likhuphisana norhwebo oluphumelelayo olungekho mthethweni—ukunyuswa kwerhafu kunokuyandisa le mingeni.
Umrhumo kaTrump obizwa ngokuba “ngokubuyiselana” ngokufutshane uqale ukusebenza ngolwesiThathu kusasa, ujolise ngokukodwa kwii-hubs zokuvelisa e-Asia-mpuma ye-Asia kunye neManyano yaseYurophu ngeerhafu eziphezulu, ezihlawulwa ngamashishini ase-US angenisa iimpahla ezivela kula mazwe. NgoLwesithathu emva kwemini, uTrump wayirhoxisa ikhosi, ebhengeza ukurhoxiswa kweentsuku ezingama-90 zokunyuswa kwamaxabiso kuwo onke amazwe ngaphandle kweTshayina.
AbaSebenzi beCannabis "Kwi-Crosshairs"
Ngaphantsi kwesicwangciso serhafu sikaMongameli uTrump, amazwe aliqela akuMazantsi-mpuma e-Asia kunye ne-EU-abonelela ngamashishini e-cannabis kunye namahlakani awo ngezixhobo ezinje ngeenkqubo zokuthengisa kunye nezinto ezikrwada-aya kujongana nokunyuswa komrhumo ophindwe kabini. Njengoko ukuxhatshazwa kwezorhwebo kusanda kunye ne-China, iqabane elikhulu lase-US elikhulu lokuthumela ngaphandle kunye nendawo yesithathu enkulu yokuthumela ngaphandle, i-Beijing iphoswe ngumhla wokugqibela we-Trump ngoLwesibini ukurhoxisa i-34% yeentlawulo zayo zokuziphindezela. Ngenxa yoko, i-China ngoku iza kujongana neerhafu ezifikelela kwi-125%.
Ngokuka *The Wall Street Journal*, umthetho oyilwayo obeka ixabiso le-10% kuzo zonke izinto ezithengiweyo ezivela kumazwe angama-90 zaqala ukusebenza nge-5 ka-Epreli, nto leyo eyabangela ukuthengiswa kweentsuku ezimbini okuye kwasusa i-6.6 yeetriliyoni zeedola kwixabiso lemarike yemasheya yase-US. Njengoko bekuxeliwe yi-Associated Press, ukuguqulwa kukaTrump ngoLwesithathu kukhuthaze ukuphindaphindwa okubukhali kwezalathisi zesitokhwe saseMelika, zibatyhalela kumanqanaba amatsha ngamaxesha onke.
Ngeli xesha, i-AdvisorShares Pure US Cannabis ETF, elandelela iinkampani ze-cannabis zase-US, yahlala kufutshane neeveki ezingama-52 ephantsi, ivala nge-2.14 yeedola ngoLwesithathu.
U-Arnaud Dumas de Rauly, umseki womcebisi we-cannabis kaMayThe5th kunye nosihlalo weqela lezorhwebo leVapeSafer, uthe: "Iirhafu azisengombhalo osemazantsi kwi-geopolitics. Kwishishini, zibeka isoyikiso esithe ngqo kwinzuzo kunye nokuncipha.
Ukunyuka kweeNdleko zezinto eziphathekayo
Abakhi-mkhanya boshishino bathi imigaqo-nkqubo kaTrump sele inefuthe kwiindleko zemathiriyeli yokwakha, amaqhinga okuthenga, kunye nobungozi beprojekthi. U-Todd Friedman, uMlawuli we-Strategic Partnerships kwi-Dag Facilities, i-Florida-based based business building firm that design and build operations cultivated for cannabis, waphawula ukuba iindleko zegalelo eliphambili-ezifana ne-aluminium, izixhobo zombane kunye nezixhobo zokhuseleko-zinyuke nge-10% ukuya kwi-40%.
UFriedman wongeze ukuba iindleko zemathiriyeli zokwenza ifreyimu yentsimbi kunye nee-conduits ziphantse zaphindeka kabini kwezinye iingingqi, ngelixa izixhobo zokukhanyisa kunye nokubeka iliso ezisuka eTshayina naseJamani zibone ukonyuka kwamanani aphindwe kabini.
Inkokeli yeshishini le-cannabis ikwaphawule utshintsho kwimigaqo yokuthenga. Iingcaphuno zamaxabiso ebezifudula zisebenza kangangeentsuku ezingama-30 ukuya kwezingama-60 ngoku zihlala zincitshiswa zibe ziintsuku nje ezimbalwa. Ukongeza, iidiphozithi zangaphambili okanye iintlawulo zangaphambili ezigcweleyo ngoku ziyafuneka ukuze kutshixelwe amaxabiso, nto leyo eyenza kube nzima ukuhamba kwemali. Ukusabela, iikontraka zakha iimeko ezinokuthi zilindeleke ezinkulu kwiibhidi kunye nemiqathango yekontraka ukujongana nokunyuka kwamaxabiso ngesiquphe.
UFriedman walumkisa ngelithi: “Abathengi banokujamelana neemfuno ebezingalindelekanga zokuhlawulwa kwangethuba okanye bafune ukuhlaziya iindlela zokuxhasa ngemali esakha saphakathi.
IiRhafu zaseTshayina zibetha i-Vape Hardware
Ngokweengxelo zeshishini, uninzi lwabavelisi bevape baseMelika, abanje ngePax, bajongana nemiceli mngeni ekhethekileyo. Nangona uninzi lutshintshe izibonelelo zemveliso kwamanye amazwe kwiminyaka yakutshanje, uninzi lwamacandelo-kubandakanya iibhetri ze-lithium-ion ezitshajwayo-zisaphuma eTshayina.
Ukulandela amanyathelo okuphindezela kaTrump, iikhatriji zenkampani esekwe eSan Francisco, iibhetri, kunye nezixhobo zonke eziveliswe eTshayina ziya kujongana neerhafu ezongezelekayo ukuya kuthi ga kwi-150%. Oku kungenxa yokuba abalawuli beBiden bagcina umrhumo wama-25% kwiimveliso zomphunga ezenziwe eTshayina ezazibekwe ekuqaleni kwikota yokuqala kaTrump ngo-2018.
Iimveliso zenkampani zePax Plus kunye nePax Mini zenziwa eMalaysia, kodwa iMalaysia iya kujongana nomrhumo we-24% wokuziphindezela. Ukungaqiniseki kwezoqoqosho kuye kwaba yintlekele yoqikelelo lweshishini kunye nokwanda, kodwa ngoku kubonakala ngathi yinto entsha.
Isithethi sikaPax, uFriedman, uthe: "I-cannabis kunye ne-vaping supply chain yinkimbinkimbi kakhulu, kwaye iinkampani zizama ukuvavanya ifuthe lexesha elide lezi ndleko zintsha kunye nendlela engcono yokuzifumana."
Impembelelo yeeRhafu kwiGenetics
Abalimi baseMelika kunye nabalimi abanelayisensi abafumana i-premium cannabis genetics evela phesheya nabo banokujongana nokunyuka kwamaxabiso.
U-Eugene Bukhrev, uMlawuli weNtengiso kwi-Fast Buds, ezibiza njengenye yezona bhanki zinkulu zembewu ehlabathini, uthe: “Iirhafu zokurhweba kumazwe angaphandle—ingakumbi imbewu evela kubavelisi abakhulu abafana neNetherlands neSpain—inokunyusa amaxabiso embewu yaseYurophu kwimarike yaseMelika malunga ne-10% ukuya kwi-20%.
Inkampani esekwe kwiRiphabhlikhi yaseCzech, ethengisa imbewu ngokuthe ngqo kubathengi kumazwe angaphezu kwama-50, ilindele impembelelo yokusebenza ephakathi ukusuka kumaxabiso. UBukhrev wongeze wathi: "Ixabiso lexabiso eliphambili kwishishini lethu lilonke lihleli lizinzile, kwaye sizimisele ukwamkela iindleko ezongezelelweyo kangangoko sinako ngelixa sizabalazela ukugcina amaxabiso akhoyo kubathengi kangangoko sinakho."
Umvelisi we-cannabis osekwe eMissouri kunye ne-brand Illicit Gardens uthathe indlela efanayo kunye nabathengi bayo. IGosa eliyiNtloko leNtengiso yenkampani, uDavid Craig, uthe: "Imirhumo emitsha kulindeleke ukuba inyuse ngokungangqalanga iindleko zayo yonke into ukusuka kwisixhobo sokukhanyisa ukuya ekupakisheni. Kwishishini esele lisebenza kwimida emincinci phantsi kolawulo olunzima, nokunyuka okuncinci kweendleko zekhonkco kunokongeza umthwalo omkhulu."
Ixesha lokuposa: Apr-14-2025