Mohloli: Ofisiri ea Litaba tsa Wall Street
Theko eaAlumina(Aluminium oxide)e fihlile boemong ba eona bo phahameng ka ho fetisisa lilemong tsena tse peli, e leng se lebisang keketsehong ea tlhahiso ea indasteri ea alumina ea Chaena. Keketseho ena ea litheko tsa alumina lefatšeng ka bophara e khothalelitse bahlahisi ba Machaena ho holisa bokhoni ba bona ba tlhahiso le ho nka monyetla oa mmaraka.
Ho latela lintlha tsa morao-rao tse tsoang ho SMM International, ka la 13 Phuptjaneth2024, litheko tsa alumina tsa Australia Bophirimela li nyolohetse ho $ 510 ka tone, ho tšoaea holimo ho hocha ho tloha ka Hlakubele 2022. Keketseho ea selemo le selemo e fetile 40% ka lebaka la tšitiso ea phepelo pejana selemong sena.
Ho phahama hona ha litheko ho khothalelitse cheseho ea tlhahiso ka har'a indasteri ea China ea alumina(Al2O3). Monte Zhang, motsamaisi ea ka sehloohong oa AZ Global Consulting, o senoletse hore merero e mecha e reretsoe ho hlahisoa Shandong, Chongqing, Inner Mongolia le Guangxi nakong ea halofo ea bobeli ea selemo sena. Ho feta moo, Indonesia le India le tsona li ntse li eketsa matla a tsona a tlhahiso, 'me li ka tobana le mathata a tlatsetso nakong ea likhoeli tse 18 tse tlang.
Selemong se fetileng, tšitiso ea phepelo naheng ea China le Australia e phahamisitse litheko tsa 'maraka haholo. Mohlala, Alcoa Corp e phatlalalitse ho koaloa ha setsi sa eona sa tlhoekiso sa Kwinana alumina se nang le matla a selemo le selemo a lithane tse limilione tse 2.2 morao ka Pherekhong. Ka Mots'eanong, Rio Tinto e phatlalalitse matla a maholo a thepa ho tsoa setsing sa eona sa ho hloekisa alumina se Queensland ka lebaka la khaello ea khase ea tlhaho.
Liketsahalo tsena ha lia ka tsa etsa feela hore litheko tsa alumina(alumine) ho London Metal Exchange (LME) li fihlelle likhoeli tse 23 empa hape li ile tsa eketsa litšenyehelo tsa tlhahiso ea aluminium ka hare ho Chaena.
Leha ho le joalo, ha phepelo e ntse e ntlafala butle-butle, boemo ba phepelo e tiileng 'marakeng bo lebelletsoe ho fokotseha. Colin Hamilton, motsamaisi oa lipatlisiso tsa thepa ho BMO Capital Markets, o lebelletse hore litheko tsa alumina li tla fokotseha le ho atamela litšenyehelo tsa tlhahiso, li oela ka har'a mefuta e fetang $300 ka tone. Ross Strachan, mohlahlobi oa CRU Group, o lumellana le pono ena mme o bua ka lengolo-tsoibila hore ntle le haeba ho ka ba le litšitiso tse ling phepelong, keketseho e matla ea theko e fetileng e lokela ho fela. O lebeletse hore litheko li fokotsehe haholo hamorao selemong sena ha tlhahiso ea alumina e qala hape.
Leha ho le joalo, mohlahlobi oa Morgan Stanley Amy Gower o fana ka pono e hlokolosi ka ho supa hore China e hlahisitse maikemisetso a eona a ho laola ka thata matla a macha a ho hloekisa alumina a ka amang botsitso ba phepelo ea mmaraka le tlhoko. Tlalehong ea hae, Gower oa hatisa: “Ha nako e ntse e ea, khōlo ea tlhahiso ea alumina e ka ’na ea fokola. Haeba China e khaotsa ho eketsa bokhoni ba tlhahiso, ho ka ba le khaello ea nako e telele 'marakeng oa alumina. ”