Mohloli: Wall Street News Official
Theko eaAlumina (Aluminium Oxide)e fihlile boemong ba eona bo phahameng ka ho fetisisa lilemong tsena tse peli, e leng se lebisitseng keketsehong ea tlhahiso ke indasteri ea alumina ea Chaena. Keketseho ena ea litheko tsa alumina lefatšeng ka bophara e susumelitse bahlahisi ba Chaena ho atolosa bokhoni ba bona ba tlhahiso ka mafolofolo le ho sebelisa monyetla oa 'maraka.
Ho ya ka data ya moraorao ho tswa ho SMM International, ka la 13 PhuptjanethKa 2024, litheko tsa alumina Australia Bophirima li ile tsa nyolohela ho $510 ka tonne, e leng se ileng sa tšoaea ho phahama ho hocha ho tloha ka Hlakubele 2022. Keketseho ea selemo le selemo e fetile 40% ka lebaka la litšitiso tsa phepelo pejana selemong sena.
Keketseho ena e kholo ea litheko e tsositse cheseho bakeng sa tlhahiso ka har'a indasteri ea alumina (Al2O3) ea Chaena. Monte Zhang, motsamaisi ea ka sehloohong oa AZ Global Consulting, o senotse hore merero e mecha e reriloe bakeng sa tlhahiso Shandong, Chongqing, Inner Mongolia le Guangxi nakong ea halofo ea bobeli ea selemo sena. Ho phaella moo, Indonesia le India le tsona li ntse li eketsa bokhoni ba tsona ba tlhahiso ka mafolofolo 'me li ka tobana le liphephetso tsa phepelo e feteletseng likhoeling tse 18 tse tlang.
Selemong se fetileng, ho sitisoa ha phepelo Chaena le Australia ho phahamisitse litheko tsa 'maraka haholo. Mohlala, Alcoa Corp e phatlalalitse ho koaloa ha feme ea eona ea ho hloekisa ea Kwinana alumina e nang le bokhoni ba lithane tse limilione tse 2.2 ka selemo morao koana ka Pherekhong. Ka Mots'eanong, Rio Tinto e phatlalalitse matla a maholo holim'a thepa e tsoang feme ea eona ea ho hloekisa ea alumina e Queensland ka lebaka la khaello ea khase ea tlhaho. Phatlalatso ena ea molao e bontša hore litlamo tsa konteraka li ke ke tsa phethahatsoa ka lebaka la maemo a sa laoleheng.
Liketsahalo tsena ha lia ka tsa etsa hore litheko tsa alumina (alumine) ho London Metal Exchange (LME) li fihle holimo ka likhoeli tse 23 feela empa hape li ekelitse litšenyehelo tsa tlhahiso ea aluminium ka hare ho Chaena.
Leha ho le jwalo, ha phepelo e ntse e ntlafala butle-butle, boemo bo thata ba phepelo 'marakeng bo lebelletswe ho fokotseha. Colin Hamilton, motsamaisi wa dipatlisiso tsa thepa ho BMO Capital Markets, o lebelletse hore ditheko tsa alumina di tla fokotseha mme di atamele ditjeo tsa tlhahiso, di wele ka hara mefuta e fetang $300 ka tonne. Ross Strachan, mohlahlobi ho CRU Group, o dumellana le pono ena mme o bolela ka imeile hore ntle le haeba ho ka ba le ditshitiso tse ding phepelong, keketseho e matla ya theko e fetileng e lokela ho fela. O lebeletse hore ditheko di theohe haholo hamorao selemong sena ha tlhahiso ya alumina e tswela pele.
Leha ho le jwalo, mohlahlobi wa Morgan Stanley, Amy Gower, o fana ka pono e hlokolosi ka ho totobatsa hore Chaena e hlahisitse maikemisetso a yona a ho laola ka thata bokgoni bo botjha ba ho hlwekisa alumina bo ka amang tekano ya phepelo ya mmaraka le tlhokeho. Tlalehong ya hae, Gower o totobatsa: "Ha nako e ntse e ya, kgolo ya tlhahiso ya alumina e ka fokotseha. Haeba Chaena e kgaotsa ho eketsa bokgoni ba tlhahiso, ho ka ba le kgaello e telele mmarakeng wa alumina."