Kwakabva: Wall Street News Official
Mutengo weAlumina (Aruminiyamu Oxide)yasvika padanho repamusoro-soro mumakore maviri aya, zvichikonzera kuwedzera kwekugadzirwa neindasitiri yealuminium yeChina. Uku kuwedzera kwemitengo yealumina yepasi rose kwakurudzira vagadziri veChinese kuti vawedzere hunyanzvi hwavo hwekugadzira uye kutora mukana wemusika.
Zvinoenderana neazvino data kubva kuSMM International, muna Chikumi 13th2024, mitengo yealuminium muWestern Australia yakakwira kusvika kumadhora mazana mashanu negumi netani, zvichiratidza hutsva hutsva kubva munaKurume 2022. Kuwedzera kwegore negore kwakapfuura 40% nekuda kwekuvhiringidzwa kwekupa kutanga kwegore rino.
Uku kukwira kwemitengo kwakakosha kwasimudzira chishuwo chekugadzirwa mukati meChina alumina(Al2O3) indasitiri. Monte Zhang, maneja director weAZ Global Consulting, akaburitsa pachena kuti mapurojekiti matsva akarongerwa kugadzirwa muShandong, Chongqing, Inner Mongolia neGuangxi muhafu yechipiri yegore rino. Pamusoro pezvo, Indonesia neIndia dziri kushingaira kuwedzera hunyanzvi hwadzo hwekugadzira uye dzinogona kutarisana nematambudziko ekuwandisa mumwedzi gumi nemisere inotevera.
Mugore rapfuura, kukanganiswa kwekupa muChina neAustralia kwakawedzera mitengo yemusika. Semuenzaniso, Alcoa Corp yakazivisa kuvharwa kwayo kweKwinana alumina refinery ine huwandu hwepagore hwematani 2.2 miriyoni kumashure muna Ndira. Muna Chivabvu, Rio Tinto yakazivisa force majeure pakutakura zvinhu kubva kuQueensland-based alumina refinery nekuda kwekushaikwa kwegasi rechisikigo. Ichi chiziviso chepamutemo chinoratidza kuti zvisungo zvekondirakiti hazvigone kuzadzikiswa nekuda kwemamiriro ezvinhu asingadzoreki.
Zviitiko izvi hazvina kungokonzera mitengo yealuminium (alumine) paLondon Metal Exchange (LME) kuti isvike pakakwirira-mwedzi makumi maviri nematatu asiwo yakawedzera mitengo yekugadzira aluminium mukati meChina.
Nekudaro, sezvo kupihwa kunowedzera zvishoma nezvishoma, iyo yakasimba yekugovera mamiriro mumusika inotarisirwa kudzikira. Colin Hamilton, director wezvekutsvagisa zvinhu paBMO Capital Markets, anotarisira kuti mitengo yealuminium ichadzikira uye inosvika pamitengo yekugadzira, ichiwira mukati mehuwandu hwemadhora mazana matatu patani. Ross Strachan, muongorori weCRU Boka, anobvumirana nemaonero aya uye anotaura mune email kuti kunze kwekunge paine kumwe kuvhiringika mukugovera, iyo yapfuura yakapinza mutengo inowedzera inofanira kusvika kumagumo. Anotarisira kuti mitengo ichaderera zvakanyanya gare gare gore rino apo kugadzirwa kwealuminium kunotangazve.
Zvakangodaro, Morgan Stanley muongorori Amy Gower anopa hungwaru maonero nekutaura kuti China yakaratidza chinangwa chayo chekudzora zvakanyanya hunyanzvi hwekunatsa alumina iyo inogona kukanganisa chiyero chekupihwa kwemusika uye kudiwa. Mumushumo wake, Gower anosimbisa kuti: “Munguva refu, kukura mukugadzirwa kwealumina kungave kwakaganhurirwa. Kana China ikamira kuwedzera huwandu hwekugadzira, panogona kuve nekushomeka kwenguva refu mumusika wealuminium. "