Umthombo: Iindaba zeWall Street News
Ixabiso leI-Aluminii (ialuminium oxide)ifikelele kwinqanaba layo eliphezulu kule minyaka mibini, ekhokelela ekunyukeni kwemveliso nguShishino lwe-Alumina. Olu hlaselo kumaxabiso e-Alumna yeHlabathi luye lwakhuthaza abavelisi baseTshayina ukuba bangenele amandla abo enkqubo kwaye basebenzise ithuba lentengiso.
Ngokwedatha yamva nje kwi-SMM International, nge-13 kaJunithI-2024, amaxabiso eAluminina eNtshona Australia anyuke ukuya kwi-5 yeedola nganye, aphawula i-pun eNtsha ukusukela ngo-Matshi 2022. Ukunyuka kweminyaka engama-40 ukuya kweyenyaka ngenxa yoncedo lwangaphambili kulo nyaka.
Eli xabiso libalulekileyo livuselele intshiseko yemveliso kwimveliso yase-China (Al23). I-Monnte Zhang, UMlawuli oLawulayo we-AZ proces, ityhilwe ukuba iiprojekthi ezintsha zicwangciselwe imveliso eShandong, i-chongqing, i-guangxi ngexesha lesibini salo nyaka. Ukongeza, i-Indonesia neIndiya ikwandisa amandla abo okuvelisa kwaye kungajongana nemiceli mngeni kwiinyanga ezili-18 ezizayo.
Kunyaka ophelileyo, ukubonelela kuphazamiseka kuzo zombini i-China naseOstreliya kuye kwaqhutywa ngamaxabiso entengiso. Umzekelo, i-alcoa corp ibhengeze ukuvalwa kwe-Inana Alumina Alumina ihlaziywe ngonyaka we-2.2 yezigidi zeetoni zangoJanuwari. NgoMeyi, i-rio tinto ye-pintore yabhengeza i-thgoes kwi-Alumini yaseQueensland esekwe kwiNdawo yeNdawo yeNdalo.
These events not only caused alumina(alumine) prices on the London Metal Exchange (LME)to reach a 23-month high but also increased manufacturing costs for aluminum within China.
Nangona kunjalo, njengokuba intlawulo ngokuthe ngcembe iphinda iphinde iphinde iphinde iphinde iphinde iphinde iphinde iphinde ithi ngokuthe ngcembe, imeko yokubonelela ngokuqinileyo kwimarike kulindeleke ukuba ikhululeke. UColin Hamilton, UMlawuli wezoThengiso lweeMarike ze-BMO, ulindele ukuba amaxabiso e-Aluminina aya kuncipha kwaye awela ngaphakathi kwi-300 yeedola kwitoni ye- $ 300 ngetoni nganye. URoss Straken, umnini-bhalutyi kwiqela le-CRU, AQHELANE LOBONAKALAYO APHA APHA APHA APHA APHA APHA APHA APHA APHA APHA KUPHELA, Ixabiso eliPhezulu lingapheli. Ulindele amaxabiso okuphelisa ekugqibeleni kamva kulo nyaka xa imveliso ye-Alumna iphinda iqhubeke.
Nangona kunjalo, i-Morgan Stanley i-Amy Dower inikezela ngembono efanelekileyo ngokubonisa ukuba i-China ivakalise injongo ye-Aluminii igalelo ngokubhekisele ekunikezelweni kwemali kunye nemfuno. Kwingxelo yakhe, iGowey igxininisa: "Kwixesha elide, ukukhula kwemveliso ye-Aluminii kunokunciphisa umda, kunokubakho i-china iphela kwintengiso ye-Alumina."