Isi mmalite: Wall Street News Official
Ọnụ ego nkeAlumina (aluminom oxide)eruola ọkwa kachasị elu n'ime afọ abụọ a, na-eduga na mmụba nke mmepụta nke ụlọ ọrụ alumina nke China. Mmụba a na ọnụ ahịa alumina zuru ụwa ọnụ emeela ka ndị na-emepụta China na-arụsi ọrụ ike gbasaa ikike mmepụta ha ma were ohere ahịa ahụ.
Dịka data ọhụrụ sitere na SMM International, na June 13th2024, ọnụ ahịa alumina dị n'Ebe Ọdịda Anyanwụ Australia rịgoro ruo $510 kwa ton, na-egosi ọkwa dị elu kemgbe March 2022. Mmụba nke afọ n'afọ agafeela 40% n'ihi nkwụsịtụ ọkọnọ na mbido afọ a.
Mmụba ọnụ ahịa dị ịrịba ama akwalitela ịnụ ọkụ n'obi maka mmepụta n'ime ụlọ ọrụ alumina (Al2O3) nke China. Monte Zhang, onye isi nchịkwa nke AZ Global Consulting, kpughere na a na-ahazi ọrụ ọhụrụ maka mmepụta na Shandong, Chongqing, Inner Mongolia na Guangxi n'ime ọkara nke abụọ nke afọ a. Na mgbakwunye, Indonesia na India na-arụsi ọrụ ike na-abawanye ike mmepụta ha ma nwee ike iche ihe ịma aka ibubata ihe n'ime ọnwa 18 na-esote.
N'ime afọ gara aga, ọgbaghara mbubata na China na Australia ebulila ọnụ ahịa ahịa nke ukwuu. Dịka ọmụmaatụ, Alcoa Corp kwupụtara mmechi nke ụlọ nrụpụta Kwinana alumina nke nwere ikike kwa afọ nke nde tọn 2.2 laa azụ na Jenụwarị. Na May,Rio Tinto kwupụtara ike majeure na ibu sitere na alumina refinery nke dị na Queensland n'ihi ụkọ gas. Nkwupụta iwu a na-egosi na enweghị ike ịrụ ọrụ nkwekọrịta n'ihi ọnọdụ enweghị ike ịchịkwa.
Ihe omume ndị a abụghị naanị kpatara ọnụ ahịa alumina (alumine) na London Metal Exchange (LME) ka ọ rute ọnwa 23 dị elu mana ọ na-abawanye ụgwọ nrụpụta maka aluminom n'ime China.
Agbanyeghị, ka ọkọnọ na-eji nwayọọ nwayọọ na-agbake, a na-atụ anya na ọnọdụ ọkọnọ siri ike dị n'ahịa ahụ ga-ebelata. Colin Hamilton, onye nduzi nke nyocha ngwa ahịa na BMO Capital Markets, na-atụ anya na ọnụ ahịa alumina ga-ebelata ma bịaruo ụgwọ mmepụta ihe, na-adaba n'ime ihe karịrị $ 300 kwa ton. Ross Strachan, onye nyocha na CRU Group, kwenye na echiche a wee kwuo na ozi-e na ọ gwụla ma enwere mmebi ọzọ na ọkọnọ, mmụba ọnụahịa gara aga kwesịrị ịbịa na njedebe. Ọ na-atụ anya na ọnụ ahịa ga-agbadata nke ukwuu n'afọ a mgbe mmepụta alumina maliteghachiri.
Ka o sina dị, onye nyocha Morgan Stanley Amy Gower na-enye echiche kpachara anya site n'ịrụtụ aka na China ekwupụtala ebumnuche ya ịchịkwa ikike nchacha alumina ọhụrụ nke nwere ike imetụta nguzozi nke ọkọnọ na ọchịchọ. Na akụkọ ya, Gower kwusiri ike, sị: "N'ime ogologo oge, uto na mmepụta alumina nwere ike ịdị oke. Ọ bụrụ na China kwụsịrị ịbawanye ikike mmepụta, enwere ike ịnwe ụkọ ogologo oge n'ahịa alumina. "