Chifukwa cha mitengo yosasinthika komanso yokulirapo yomwe Purezidenti wa US, a Donald Trump, sikuti idasokonekera kokha, zomwe zidayambitsa mantha aku US komanso kukwera kwa inflation, koma omwe ali ndi zilolezo zamakampani a cannabis ndi makampani omwe amagwirizana nawo akukumana ndi zovuta monga kukwera mtengo kwa bizinesi, kutsika kwamakasitomala, komanso kubweza ngongole kwa ogulitsa.
Pambuyo pa lamulo la Trump la "Tsiku la Ufulu" litakweza mfundo zamalonda zakunja kwazaka makumi angapo ku US, opitilira 12 oyang'anira mafakitale a cannabis ndi akatswiri azachuma adachenjeza kuti kukwera kwamitengo komwe kukuyembekezeka kukhudza gawo lililonse la cannabis - kuyambira zida zomangira ndi kulima mpaka zida, zonyamula, ndi zopangira.
Mabizinesi ambiri a cannabis akumva kale kukhudzidwa kwamitengo, makamaka yomwe imayang'aniridwa ndi njira zobwezera kuchokera kwa ogulitsa mayiko. Komabe, izi zapangitsanso makampaniwa kufunafuna ogulitsa ambiri apanyumba ngati kuli kotheka. Pakadali pano, ena ogulitsa cannabis ndi mtundu akukonzekera kupereka gawo lazokwera mtengo kwa ogula. Iwo amati m'makampani omwe ali kale ndi malamulo okhwima komanso misonkho yambiri, pamene akulimbana ndi msika wosaloledwa - kukwera kwamitengo kungapangitse mavutowa.
Lamulo la "kubwezera" la Trump lidayamba kugwira ntchito mwachidule Lachitatu m'mawa, makamaka likuyang'ana malo opangira zinthu ku Southeast Asia ndi European Union okhala ndi mitengo yokwera, yomwe imalipidwa ndi mabizinesi aku US omwe amalowetsa katundu kuchokera kumayikowa. Pofika Lachitatu masana, a Trump adasintha njira, kulengeza kuyimitsidwa kwa masiku 90 kwa kukwera kwamitengo yamayiko onse kupatula China.
Ogwiritsa Ntchito Cannabis "Mu Crosshairs"
Pansi pa dongosolo la msonkho la Purezidenti Trump, mayiko angapo ku Southeast Asia ndi EU - omwe amapereka mabizinesi a cannabis ndi anzawo omwe ali ndi zida monga zida zogulitsira ndi zida zopangira - adzakumana ndi kuwonjezereka kwamitengo iwiri. Pamene mikangano yazamalonda ikuchulukirachulukira ndi China, yemwe ndi mnzake wamkulu kwambiri ku US komanso malo achitatu omwe amatumiza kunja, Beijing idaphonya tsiku lomaliza la Trump Lachiwiri kuti lichotse msonkho wake wobwezera 34%. Zotsatira zake, China tsopano ikumana ndi mitengo yamitengo yokwera mpaka 125%.
Malinga ndi *The Wall Street Journal*, ndalama zolipirira 10% pamitengo yonse yochokera kumayiko pafupifupi 90 zidayamba kugwira ntchito pa Epulo 5, zomwe zidayambitsa mbiri yogulitsa masiku awiri yomwe idawononga $6.6 thililiyoni pamtengo wamsika wa US. Malinga ndi Associated Press, kusinthika kwa Trump Lachitatu kudapangitsa kuti masheya aku US achuluke kwambiri, zomwe zidawapangitsa kuti azikwera kwambiri.
Pakadali pano, AdvisorShares Pure US Cannabis ETF, yomwe imatsata makampani aku US cannabis, idakhalabe pafupi ndi masabata 52 otsika, kutseka pa $ 2,14 Lachitatu.
Arnaud Dumas de Rauly, woyambitsa wa cannabis consultancy MayThe5th komanso wapampando wa gulu lazamalonda la VapeSafer, adati: "Misonkho salinso mawu am'munsi mwa geopolitics. Kwa makampaniwa, akuwopseza kwambiri phindu komanso kuwopsa.
Kukwera Mtengo Wazinthu
Owona zamakampani akuti mfundo za Trump zakhudza kale ndalama zomangira, njira zogulira zinthu, komanso kuwopsa kwa polojekiti. Todd Friedman, Mtsogoleri wa Strategic Partnerships ku Dag Facilities, kampani yomanga zamalonda ku Florida yomwe imapanga ndi kumanga ntchito zolima makampani a cannabis, adanena kuti mtengo wazinthu zazikulu - monga aluminiyamu, zida zamagetsi ndi zida zachitetezo - zakwera ndi 10% mpaka 40%.
Friedman adawonjezeranso kuti ndalama zopangira zitsulo zopangira zitsulo zatsala pang'ono kuwirikiza kawiri m'magawo ena, pomwe zida zowunikira ndi zowunikira zomwe zimachokera ku China ndi Germany zawonjezeka kawiri.
Mtsogoleri wamakampani a cannabis adawonanso zosintha pakugula. Mitengo yamitengo yomwe kale inali yovomerezeka kwa masiku 30 mpaka 60 tsopano imachepetsedwa kukhala masiku ochepa chabe. Kuonjezera apo, madipoziti apatsogolo kapena kulipiriratu zonse tsopano akufunika kuti atseke mitengo, zomwe zimasokoneza kuyenda kwandalama. Poyankha, makontrakitala akupanga zovuta zazikuluzikulu zomwe zingakhudze mabidi ndi ma contract kuti aziyankha kukwera kwamitengo kwadzidzidzi.
Friedman anachenjeza kuti: “Makasitomala angakumane ndi zofuna zosayembekezereka kuti alipire msanga kapena angafunike kukonzanso njira zopezera ndalama zomangira mkati mwa ntchito yomangayo.
China Tariffs Inagunda Vape Hardware
Malinga ndi malipoti amakampani, ambiri opanga ma vape aku US, monga Pax, amakumana ndi zovuta zapadera. Ngakhale ambiri asintha malo opangira zinthu kupita kumayiko ena m'zaka zaposachedwa, zigawo zambiri-kuphatikiza mabatire a lithiamu-ion omwe amatha kuchangidwa-amachokera ku China.
Kutsatira njira zobwezera zaposachedwa kwambiri za a Trump, makatiriji, mabatire, ndi zida zonse zapamodzi zopangidwa ku China za kampani yaku San Francisco zidzakumana ndi mitengo yokwera mpaka 150%. Izi ndichifukwa choti oyang'anira a Biden adasungabe msonkho wa 25% pazinthu zopangidwa ndi China zomwe zidakhazikitsidwa panthawi yoyamba ya Trump mu 2018.
Kampani ya Pax Plus ndi Pax Mini imapangidwa ku Malaysia, koma Malaysia ikumananso ndi 24% yobwezera. Kusatsimikizika kwachuma kwasanduka tsoka pakulosera kwabizinesi ndi kukula, komabe zikuwoneka ngati zatsopano.
Mneneri wa Pax, Friedman, adati: "Matenda a cannabis ndi vaping ndizovuta kwambiri, ndipo makampani akuyesetsa kuti awone momwe ndalama zatsopanozi zimakhudzira nthawi yayitali komanso momwe angagwiritsire ntchito bwino."
Tariffs 'Impact pa Genetics
Alimi aku US ndi alimi omwe ali ndi zilolezo omwe amapeza ma genetic premium cannabis kuchokera kutsidya lina akhozanso kukumana ndi kukwera kwamitengo.
Eugene Bukhrev, Woyang'anira Zamalonda ku Fast Buds, yomwe imadzitengera ngati imodzi mwa nkhokwe zazikulu kwambiri padziko lonse lapansi zoberekera mbewu, adati: "Misonkho yogulitsira kunja - makamaka mbewu zochokera kwa opanga zazikulu monga Netherlands ndi Spain - zitha kukweza mtengo wambewu zaku Europe pamsika waku US pafupifupi 10% mpaka 20%.
Kampani yochokera ku Czech Republic, yomwe imagulitsa mbewu mwachindunji kwa ogula m'maiko opitilira 50, ikuyembekeza kuti mitengo yamitengoyi idzayenda pang'onopang'ono. Bukhrev adawonjezeranso kuti: "Njira yayikulu yabizinesi yathu imakhalabe yokhazikika, ndipo tadzipereka kutengera ndalama zowonjezera momwe tingathere pomwe tikuyesetsa kusunga mitengo yamakasitomala momwe tingathere."
Opanga cannabis ku Missouri komanso mtundu wa Illicit Gardens atengera njira yofananira ndi makasitomala ake. Chief Marketing Officer wa kampaniyo, David Craig, anati: “Misonkho yatsopanoyi ikuyembekezeka kukweza mtengo wa chinthu chilichonse kuyambira pa zida zounikira mpaka zopakira.” M’makampani omwe akugwira kale ntchito m’malire ang’onoang’ono pansi pa malamulo okhwima, ngakhale kukwerako pang’ono kwa ndalama zogulira zinthu kungawonjezere mtolo waukulu.”
Nthawi yotumiza: Apr-14-2025