Xigasho: Wall Street News
QiimahaAluminium (aluminium oxide)waxa uu gaadhay heerkii ugu sareeyey ee labadan sano ah, taas oo keentay in ay kordho wax soo saarka warshadaha aluminium ee Shiinaha. Kor u kaca qiimaha aluminium ee caalamiga ah ayaa kiciyay wax soosaarayaasha Shiinaha inay si firfircoon u balaadhiyaan awoodooda wax soo saar oo ay ka faa'iidaystaan fursadda suuqa.
Sida ku cad xogtii u dambaysay ee SMM International, Juun 13th2024, qiimaha alumina ee Galbeedka Australia ayaa kor u kacay ilaa $510 halkii ton, taas oo muujinaysa sare u kac cusub tan iyo March 2022. Kor u kaca sanad ka sanadka ayaa kor u dhaafay 40% sababtoo ah saadka oo hakad ku yimid horaantii sanadkan.
Qiimahan muhiimka ah ee kor u kaca ayaa kiciyay xamaasadda wax soo saarka gudaha warshadaha Shiinaha ee alumina (Al2O3). Monte Zhang, oo ah agaasimaha maamulka AZ Global Consulting, ayaa shaaca ka qaaday in mashruucyo cusub loo qorsheeyay in laga soo saaro Shandong, Chongqing, Inner Mongolia iyo Guangxi inta lagu jiro qeybta labaad ee sanadkan. Intaa waxaa dheer, Indonesia iyo India ayaa sidoo kale si firfircoon u kordhinaya awoodooda wax soo saar waxaana laga yaabaa inay la kulmaan caqabado ka badan 18ka bilood ee soo socda.
Sannadkii la soo dhaafay, carqaladaynta saadka ee labada Shiinaha iyo Australia ayaa si weyn kor ugu qaaday qiimaha suuqa. Tusaale ahaan, Alcoa Corp waxay ku dhawaaqday xidhitaanka warshadeeda alumina ee Kwinana alumina oo leh awood sanadle ah oo ah 2.2 milyan tan bishii Janaayo. Bishii Maajo,Rio Tinto waxa ay ku dhawaaqday in ay xoog majeure saaran tahay xamuulka ka yimaada warshadeeda alumina ee fadhigeedu yahay Queensland taas oo ay ugu wacan tahay gaas dabiici ah oo gabaabsi ah
Dhacdooyinkani kaliya ma keenin qiimaha alumina(aluminiin) ee London Metal Exchange (LME) inay gaaraan 23-bilood sare laakiin sidoo kale waxay kordhiyeen kharashka wax soo saarka ee aluminium gudaha Shiinaha.
Si kastaba ha ahaatee, marka sahaydu si tartiib tartiib ah u soo kabsato, xaaladda saadka ciriiriga ah ee suuqa ayaa la filayaa inay fududaato. Colin Hamilton, oo ah agaasimaha cilmi baarista badeecadaha ee BMO Capital Suuqyada, ayaa saadaaliyay in qiimaha aluminiumku uu hoos u dhici doono oo uu u dhowaan doono kharashaadka wax soo saarka, hoos ugu dhacaya tiro ka badan $300 halkii ton. Ross Strachan, oo ah falanqeeye ka tirsan kooxda CRU Group, ayaa ku raacsan aragtidan oo ku sheegay iimaylka in haddii aanay jirin carqalado kale oo saadka, kor u kaca qiimaha hore ee fiiqan waa inuu soo afjaraa. Waxa uu filayaa in qiimuhu si weyn hoos ugu dhici doono sanadkan gudihiisa marka wax soo saarka aluminiumku dib u bilaabmo.
Si kastaba ha ahaatee, falanqeeyaha Morgan Stanley Amy Gower wuxuu bixiyaa aragti taxaddar leh isagoo tilmaamaya in Shiinuhu uu muujiyay rabitaankiisa ah inuu si adag u xakameeyo awoodda cusub ee alumina ee sifeynta taasoo saameyn karta dheelitirka sahayda suuqa iyo baahida. Warbixinteeda, Gower waxay ku nuuxnuuxsatay: "Muddada fog, kobaca wax soo saarka aluminiumku wuxuu noqon karaa mid xaddidan. Haddii Shiinuhu uu joojiyo inuu kordhiyo awoodda wax-soo-saarka, waxaa laga yaabaa in gabaabsi daba dheeraaday suuqa alumina. "