Ngenxa yentela eguquguqukayo neshaqisayo ebekwe uMongameli waseMelika uDonald Trump, akukona nje kuphela ukuthi ukuhleleka komnotho emhlabeni kuphazamisekile, okudale ukwesaba ngokuwohloka komnotho wase-US kanye nokusheshisa ukwehla kwamandla emali, kodwa abaqhubi be-cannabis abanamalayisense kanye nezinkampani ezisebenzisana nabo babhekene nezinkinga ezifana nokukhuphuka kwezindleko zebhizinisi, ukwehla kwamakhasimende, kanye nokuhlehla kwabahlinzeki.
Ngemuva kokuthi isimemezelo sikaTrump "Sosuku Lokukhululwa" sithuthukise amashumi eminyaka enqubomgomo yezohwebo yangaphandle yase-US, abaphathi bemboni ye-cannabis kanye nochwepheshe bezomnotho abangaphezu kweshumi nambili baxwayise ngokuthi ukukhuphuka kwamanani okulindelekile kuzothinta zonke izingxenye ze-cannabis supply chain - kusukela kumishini yokwakha nokulinywa kuya ezingxenyeni zomkhiqizo, ukupakishwa, nezinto zokusetshenziswa.
Amabhizinisi amaningi ensangu asevele ezwa umthelela wezintela, ikakhulukazi lawo aqondiswe yizinyathelo zokuziphindiselela ezivela kubahlinzeki bamazwe ngamazwe. Kodwa-ke, lokhu kuphinde kwashukumisela lezi zinkampani ukuthi zifune abahlinzeki abaningi basekhaya lapho kungenzeka khona. Ngaleso sikhathi, abanye abathengisi be-cannabis nemikhiqizo bahlela ukudlulisela ingxenye yezindleko ezinyukile kubathengi. Baphikisa ngokuthi embonini esesindwa yimithetho eqinile kanye nentela enzima—ngenkathi iqhudelana nemakethe engekho emthethweni echumayo—ukwenyuswa kwentela kungase kubhebhethekise lezi zinselele.
Umyalelo wentela kaTrump obizwa ngokuthi “ukubuyisana” uqale ukusebenza kafushane ngoLwesithathu ekuseni, uqondise ikakhulukazi izindawo zokukhiqiza eSoutheast Asia kanye ne-European Union enezintela eziphakeme, ezikhokhelwa amabhizinisi ase-US angenisa izimpahla kulawa mazwe. NgoLwesithathu ntambama, uTrump uhlehlise izifundo zakhe, ememezela ukumiswa kwezinsuku ezingama-90 kokwenyuka kwentela kuwo wonke amazwe ngaphandle kwaseChina.
Ama-Cannabis Operators "E-Crosshairs"
Ngaphansi kohlelo lwentela lukaMongameli uTrump lokubuyelana, amazwe amaningana aseNingizimu-mpumalanga ye-Asia kanye ne-EU—ahlinzeka ngamabhizinisi ensangu kanye nabasebenzisana nawo ngemishini efana nezinhlelo zokuthengisa nezinto zokusetshenziswa—azobhekana nokukhuphuka kwentela enamadijithi amabili. Njengoba ukungezwani kwezohwebo kudlondlobala neChina, enguzakwethu omkhulu we-US kanye nendawo yesithathu ngobukhulu ekuthumeleni impahla kwamanye amazwe, iBeijing yeqiwe umnqamulajuqu kaTrump ngoLwesibili wokuhoxisa amanani ayo okuphindisela angama-34%. Ngenxa yalokhu, i-China manje izobhekana nentela efinyelela ku-125%.
Ngokuvumelana ne *The Wall Street Journal*, umthethosivivinywa obeka intela engu-10% kukho konke okuthengiswayo okuvela emazweni acishe abe ngu-90 uqale ukusebenza ngo-Ephreli 5, nokudale irekhodi lokudayiswa kwezinsuku ezimbili okuqede ama-dollar ayizigidi eziyizinkulungwane ezingu-6.6 enanini lemakethe yamasheya yaseMelika. Njengoba kubikiwe yi-Associated Press, ukuguqulwa kukaTrump ngoLwesithathu kukhuthaze ukuphindaphindeka okukhulu kwezinkomba zesitoko saseMelika, okubenze bafinyelela phezulu okusha ngaso sonke isikhathi.
Ngaleso sikhathi, i-AdvisorShares Pure US Cannabis ETF, elandelela izinkampani zensangu zase-US, ihlale iseduze namasonto angama-52, ivalwe ngo-$2.14 ngoLwesithathu.
U-Arnaud Dumas de Rauly, umsunguli we-cannabis consultancy MayThe5th kanye nosihlalo weqembu lemboni yezohwebo i-VapeSafer, uthe: "Izinkokhelo azisewona umbhalo waphansi ku-geopolitics. Embonini, ibeka engcupheni eqondile yenzuzo kanye nokunciphisa.
Izindleko Zezinto Ezikhulayo
Izingqapheli zemboni zithi izinqubomgomo zikaTrump sezivele zibe nomthelela ezindlekweni zezinto zokwakha, amasu okuthenga, kanye nobungozi bephrojekthi. U-Todd Friedman, uMqondisi we-Strategic Partnerships e-Dag Facilities, inkampani yezohwebo ezinze eFlorida eklama futhi yakhe imisebenzi yokulima ezinkampanini ze-cannabis, uphawule ukuthi izindleko zokufakwayo ezibalulekile-njenge-aluminium, izinto zikagesi kanye namagiya okuphepha-zikhuphuke ngo-10% zaya ku-40%.
UFriedman wengeze ngokuthi izindleko zempahla yokufaka uhlaka lwensimbi namapayipi zicishe ziphindeke kabili kwezinye izifunda, kuyilapho imishini yokukhanyisa nokuqapha evame ukutholakala eChina naseJalimane ibone ukwenyuka kwamadijithi amabili.
Umholi wemboni ye-cannabis uphinde waphawula ukushintsha kwemibandela yokuthengwa kwempahla. Izingcaphuno zamanani ebezivumeleke ngaphambilini izinsuku ezingama-30 kuye kwezingama-60 manje sezehliswa zibe yizinsuku ezimbalwa nje. Ukwengeza, amadiphozithi angaphambili noma izinkokhelo ezigcwele manje sezidingekile ukuze kukhiyelwe amanani entengo, okuqhubekisele phambili ukucindezela ukuhamba kwemali. Ngenxa yalokho, osonkontileka bakha izimo eziphuthumayo ezinkulu zibe amabhidi kanye nemibandela yenkontileka ezolandisa ngokukhuphuka kwamanani kungazelelwe.
UFriedman waxwayisa: “Amakhasimende angase abhekane nezidingo ezingalindelekile zokukhokha kusenesikhathi noma adinge ukubuyekeza amasu okuxhasa ngezimali maphakathi nokwakha. Ekugcineni, indlela amaphrojekthi okwakha ahlelwa ngayo futhi enziwe ngayo izoshintshwa ngezintela.”
I-China Tariffs Hit Vape Hardware
Ngokwemibiko yezimboni, iningi labakhiqizi be-vape baseMelika, abanjengoPax, babhekana nezinselelo ezihlukile. Yize abaningi beshintshele kwamanye amazwe izikhungo zokukhiqiza eminyakeni yamuva nje, iningi lezinto—okuhlanganisa namabhethri e-lithium-ion aphinde ashajwe—zisatholwa eChina.
Ngemuva kwezinyathelo zakamuva zokuziphindiselela zikaTrump, amakhathriji enkampani ezinze eSan Francisco, amabhethri, kanye nemishini esetshenziswa yonke into ekhiqizwa eChina izobhekana nentela enqwabelene efinyelela ku-150%. Lokhu kungenxa yokuthi abaphathi be-Biden bagcine intela engama-25% emikhiqizweni yokuphefumula eyenziwe eShayina eyayibekwe ekuqaleni ngesikhathi sokuqala kukaTrump ngo-2018.
Imikhiqizo yale nkampani iPax Plus kanye nePax Mini ikhiqizwa eMalaysia, kodwa iMalaysia izophinde ibhekane nentela yokuziphindiselela engu-24%. Ukungaqiniseki kwezomnotho sekuphenduke inhlekelele yokubikezela nokukhula kwebhizinisi, nokho manje kubonakala kuyinto entsha evamile.
Umkhulumeli we-Pax, uFriedman, uthe: "I-cannabis kanye ne-vaping supply chain iyinkimbinkimbi ngendlela emangalisayo, futhi izinkampani zizama ukuhlola umthelela wesikhathi eside walezi zindleko ezintsha nokuthi zingazisebenzisa kanjani kangcono."
I-Tarifi 'Impact ku-Genetics
Abalimi baseMelika kanye nabalimi abanelayisensi abathola i-premium cannabis genetics abavela phesheya nabo bangabhekana nokukhuphuka kwentengo.
U-Eugene Bukhrev, uMqondisi Wezokumaketha kwa-Fast Buds, ezikhokhisa njengelinye lamabhange embewu amakhulukazi emhlabeni wonke, uthe: “Intela ekhokhwayo ethengwa kwamanye amazwe—ikakhulukazi imbewu evela kubakhiqizi abakhulu abafana neNetherlands neSpain—inganyusa intengo yembewu yaseYurophu emakethe yase-US cishe ngo-10% kuya ku-20%.
Inkampani ezinze e-Czech Republic, ethengisa imbewu ngokuqondile kubathengi emazweni angaphezu kuka-50, ilindele umthelela omaphakathi wokusebenza ovela ezindlekweni. UBukhrev wengeze wathi: “Uhlaka lwezindleko zebhizinisi lethu eliwumgogodla luhlala luzinzile, futhi sizibophezele ekubambeni izindleko ezengeziwe ngangokunokwenzeka ngenkathi silwela ukugcina amanani amanje kumakhasimende isikhathi eside ngangokunokwenzeka.”
Umkhiqizi wensangu ozinze eMissouri kanye nomkhiqizo we-Illicit Gardens usesebenzise indlela efanayo namakhasimende ayo. Isikhulu Esiphezulu Sokumaketha kule nkampani, uDavid Craig, sithe: “Izindleko ezintsha kulindeleke ukuthi zinyuse ngokungaqondile izindleko zayo yonke into kusukela emishinini yokukhanyisa kuya ekupakisheni.
Isikhathi sokuthumela: Apr-14-2025