Source: Wall Street News Official
FarashinAlumina (Aluminum Oxide)Ya kai matsayin koli a cikin wadannan shekaru biyu, wanda ya kai ga karuwar samar da kayayyakin alumina na kasar Sin. Wannan hauhawar farashin alumina a duniya ya sa masana'antun kasar Sin su himmatu wajen fadada karfin samar da su tare da cin gajiyar damar kasuwa.
Dangane da sabbin bayanai daga SMM International, ranar 13 ga Yunith2024, farashin alumina a yammacin Ostiraliya ya haura zuwa dala 510 kan kowace ton, wanda ke nuna wani sabon matsayi tun watan Maris na 2022. Haɓaka na shekara-shekara ya wuce 40% saboda rushewar wadata a farkon wannan shekarar.
Wannan gagarumin hauhawar farashin ya sa sha'awar samarwa a cikin masana'antar alumina (Al2O3) na kasar Sin. Monte Zhang, babban darektan AZ Global Consulting, ya bayyana cewa, ana shirin samar da sabbin ayyuka a Shandong, Chongqing, Inner Mongoliya da Guangxi a cikin rabin na biyu na bana. Bugu da ƙari, Indonesiya da Indiya suma suna haɓaka ƙarfin samarwa kuma suna iya fuskantar ƙalubale fiye da kima cikin watanni 18 masu zuwa.
A cikin shekarar da ta gabata, tabarbarewar samar da kayayyaki a China da Ostiraliya sun yi tashin gwauron zabin kasuwa. Misali, Alcoa Corp ta sanar da rufe matatar ta Kwinana alumina tare da karfin tan miliyan 2.2 na shekara-shekara a baya a cikin Janairu. A watan Mayu, Rio Tinto ya ayyana karfin majeure kan kaya daga matatar alumina da ke Queensland saboda karancin iskar gas.
Waɗannan abubuwan ba wai kawai sun haifar da farashin alumina (alumine) akan Canjin Ƙarfe na London (LME) don kai tsayin watanni 23 ba amma har ma da haɓaka farashin masana'anta na aluminium a cikin China.
Koyaya, yayin da wadatar kayayyaki ke farfadowa sannu a hankali, ana sa ran yanayin samar da kayayyaki a kasuwa zai sauƙaƙa. Colin Hamilton, darektan bincike na kayayyaki a kasuwannin BMO, ya yi hasashen cewa farashin alumina zai ragu kuma ya kusanci farashin samar da kayayyaki, yana faɗuwa a cikin kewayon sama da $300 akan kowace ton. Ross Strachan, manazarci a rukunin CRU, ya yarda da wannan ra'ayi kuma ya ambata a cikin imel cewa sai dai idan an sami ƙarin rikice-rikice a cikin samarwa, haɓakar farashin da ya gabata ya kamata ya ƙare. Yana tsammanin farashin zai ragu sosai daga baya a wannan shekara lokacin da samar da alumina ya dawo.
Duk da haka, manazarta Morgan Stanley, Amy Gower, ta ba da hangen nesa ta hanyar yin nuni da cewa, kasar Sin ta bayyana aniyar ta na kiyaye sabbin karfin tace alumina, wanda zai iya yin tasiri ga daidaiton wadata da bukatu na kasuwa. A cikin rahotonta, Gower ta jaddada: “A cikin dogon lokaci, haɓakar samar da alumina na iya iyakancewa. Idan kasar Sin ta daina kara karfin samar da kayayyaki, za a iya samun tsawaita rashi a kasuwar alumina."