Umthombo: Isikhulu sezindaba zasemgwaqweni
Intengo yeI-Alumina (Aluminium Oxide)Ufinyelele ezingeni lawo eliphakeme kule minyaka emibili, okuholela ekwandeni kokukhiqiza imboni ye-alumina yaseChina. Lokhu kuhlinzwa kumanani omhlaba we-Alumina kuye kwashukumisela abakhiqizi baseChinese ukuthi bandise ngenkuthalo umthamo wabo wokukhiqiza futhi basebenzise ithuba lemakethe.
Ngokwemininingwane yakamuva evela eSMM International, ngoJuni 13th2024, amanani e-alumina eWestern Australia akhuphuka aze afike ku- $ 510 ngethani elisha, ukumaka okusha kusukela ngoMashi 2022. Ukunyuka konyaka onyakazekile kudlule ama-40% ngenxa yokuphazamiseka kokuphahlazeka ekuqaleni konyaka.
Lokhu kuhamba kwentengo okubalulekile kuvuse umdlandla wokukhiqiza embonini ye-Alumina yaseChina (Al2o3). UMonte Zhang, Umqondisi Ophethe I-Az Global Consulting, eveze ukuthi amaphrojekthi amasha ahlelelwe ukukhiqizwa eShandong, Chongqing, i-Interner Mongolia naseGuangxi phakathi nengxenye yesibili yalo nyaka. Ngaphezu kwalokho, i-Indonesia neNdiya bandisa futhi ngenkuthalo amakhono abo okukhiqiza futhi bangase babhekane nezinselelo ezeqile ezinyangeni eziyi-18 ezizayo.
Ngonyaka owedlule, hlinzeka ukuphazamiseka eChina nase-Australia kuqhutshwe kakhulu amanani emakethe. Isibonelo, kumemezele ukuvalwa kweKwinana Alumina yayo nge-ANDEA YONKE ngonyaka ka-2.2 million amathani abuyele ngoJanuwari. NgoMeyi, uRio Tinto wamemezela amandla majere emithwaleni evela e-Alumina esuselwa eQueensland-based formina ngenxa yokushoda kwegesi yemvelo ngenxa yokushoda kwegesi yemvelo. Lesi simemezelo esingokomthetho asikwazi ukufezeka ngenxa yezimo ezingalawuleki.
Le micimbi ayizange idale kuphela amanani entengo e-alumina (alumine) eLondon Metal Exchange (LME) ukufinyelela izinyanga eziphakeme zezinyanga ezingama-23 kodwa futhi akhulisa izindleko zokukhiqiza ze-aluminium eChina.
Kodwa-ke, njengoba kuhlinzekwa kancane kancane kutholakale kabusha, isimo sokuhlinzekelwa esiqinile emakethe kulindeleke ukuthi sidamule. UColin Hamilton, umqondisi wokucwaninga kwezimpahla ezimakethe ze-BMO Capital Markets, ulindele ukuthi amanani e-alumina ancipha futhi asondele izindleko zokukhiqiza, awela ngaphakathi kwe- $ 300 ngethani elingaphezulu kwe- $ 300 ngethani elingaphezu kwe- $ 300 ngethani elingaphezu kwe- $ 300 ngethani elingaphezulu kwe- $ 300 ngethani engaphezu kwe- $ 300 ngethani engaphezu kwe- $ 300 ngethani engaphezu kwe- $ 300 ngethani ngalinye. URoss Strachan, umhlaziyi eCru Group, evumelana nalombono futhi ukhuluma nge-imeyili ukuthi ngaphandle kokuphazamiseka okuqhubekayo okutholakalayo, ukwenyuka kwamanani abukhali aphambili kufanele kuphele. Ulindele ukuthi amanani entengo anciphe kakhulu kamuva kulo nyaka lapho ukukhiqizwa kuka-Alumina kuqalwa kabusha.
Noma kunjalo, umhlaziyi weMorgan Stanley umhlaziyi u-Amy Mower unikeza umbono oqaphile ngokuveza ukuthi iChina iveze amandla ayo okulawula amandla amasha acwengekile angenza ibhalansi yokuhlinzekwa kwemakethe kanye nesidingo. Embikweni wakhe, i-Gorew igcizelela: "Ekukhuleni kwesikhathi eside, ukukhula e-Alumina ukukhiqizwa kungakhawulelwa. Uma iChina iyeka ukukhulisa amandla okukhiqiza, kungahle kube nokushoda isikhathi eside emakethe ye-alumina."