Imakethe ye-aluminium yomhlaba wonke ibhekene nokuntuleka kokunikezwa kwesakhiwo okulindelwe ukuthi kuqhubeke kuze kube ngu-2027, okubangelwa ukwanda kokungezwani kwezepolitiki kwezwe laseMpumalanga Ephakathi okuphazamiseukukhiqizwa kwe-aluminium okuyinhlokokanye nemizila ebalulekile yokuthumela izimpahla ePersian Gulf. Lokhu kuphazamiseka kubangele ukwenyuka kwamanani e-aluminium ngonyaka kuze kube manje ngo-20%, lapho lesi sifunda siphethe cishe u-10% wokuhlinzekwa kwe-aluminium okuyinhloko emhlabeni wonke, okudala ukuntuleka kokuhlinzekwa ochwepheshe abaqinisekisa ukuthi kuzohlala kuzinzile kuze kube ngu-2027.
Ukungazinzi kwezepolitiki eGulf kuye kwaphoqa abancibilikisi ababalulekile ukuthi banciphise umkhiqizo noma bamise ukusebenza, kuyilapho izingozi ezinkulu emizileni yasolwandle ziye zanciphisa ukuhamba kwempahla kanye nezikhathi zokulethwa eziphakanyisiwe. Okwenza lokhu kuphazamiseka kokunikezwa kube nzima ukwanda kwesidingo esinamandla, semikhakha eminingi esibangelwa ukuguquka kwamandla emhlabeni jikelele. Izimoto zikagesi (ama-EV), ingqalasizinda yamandla avuselelekayo, kanye nezikhungo zedatha eziqhutshwa yi-AI ziqhuba ukusetshenziswa okungakaze kubonwe kwale nsimbi elula, engagqwali, edume ngesilinganiso sayo samandla aphezulu kuya kwesisindo kanye nokuphindeka kwayo. Cishe u-50% wemikhiqizo ye-aluminium eqediwe kancane imuncwa yimikhakha yezokuthutha kanye neyokwakha, okuqinisa kakhulu ukutholakala kwayo.
Lokhu kushoda okukhulu kokunikezwa kwempahla kwamanye amazwe kubekeAbakhiqizi be-aluminium baseShayinanjengabazuzi ababalulekile emakethe yomhlaba wonke. Ukuthunyelwa kwamanye amazwe kwe-aluminium wire eShayina, isibonelo, kukhuphuke ngaphezu kuka-166% ngo-Ephreli, njengoba abathengi bamazwe ngamazwe bezama ukuthola ukunikezwa okuthembekile phakathi kokuntuleka okuqhubekayo. Ngesikhathi esifanayo, abadlali besifunda njenge-Press Metal Aluminium Holdings Berhad yaseMalaysia basebenzisa amandla emakethe afanele, lapho inkampani ibikezela ukwenyuka ngo-15% kwenzuzo ephelele yekota yokuqala kuya ku-RM720 million, kusekelwa amanani aphezulu e-aluminium kanye nokwehla kwezindleko ze-alumina okuye kwandisa izinzuzo ze-smelting.
Njengoba imakethe ishintsha ibe yisigaba sokuntuleka kwemali yeminyaka eminingi, ababambiqhaza embonini babhekene nezinselele ezibalulekile zochungechunge lokuhlinzekwa kwempahla. Amasheya e-aluminium e-LME ehlile afinyelela ezingeni eliphansi leminyaka eminingi, kanti ukubuyela emuva kukhombisa ukuqina komzimba ngokushesha. Kubathengi bezimboni, ukuthola ukuhlinzekwa kwe-aluminium okuqhubekayo, kwekhwalithi ephezulu, okuhlanganisa amashidi e-aluminium, imigoqo, amashubhu, kanye nezingxenye ezisebenza ngomshini oqondile sekuyinto eza kuqala ekuncishisweni kokuphazamiseka kokukhiqiza kanye nokuguquguquka kwezindleko.
Inkampani yethu ime njengomlingani othembekile kule ndawo evinjiwe, iletha imikhiqizo ye-aluminium yezinga eliphezulu elungiselelwe izidingo eziqinile zokukhiqiza kwe-EV, ukwakhiwa, izindiza, kanye nemikhakha yemishini yezimboni. Sisebenzisa amakhono okukhiqiza athuthukile kanye nokulawula ikhwalithi okuqinile, sinikeza iphothifoliyo ephelele: amashidi e-aluminium asebenza kahle kakhulu ezicelo zesakhiwo, imigoqo ye-aluminium enembile yomshini wokugaya, engenamthungoamashubhu e-aluminium ezinhlelo zamanzi, kanye nezingxenye ze-aluminiyamu ezenziwe ngokwezifiso ezenziwe nge-CNC ezinezimo eziqinile.
Emakethe lapho ukuthembeka kokuhlinzekwa kanye nekhwalithi yomkhiqizo kuchaza inzuzo yokuncintisana, ukuzibophezela kwethu ekulethweni ngesikhathi kanye nokuvumelana kwezinto ezibonakalayo kunika amandla amakhasimende ukuthi akwazi ukubhekana nobunzima bokuhlinzekwa ngo-2027 ngokuzethemba. Njengoba isidingo se-aluminium emhlabeni wonke siqhubeka nokwedlula umthamo wokuhlinzekwa, ukubambisana nomhlinzeki onolwazi kuqinisekisa ukuthi imisebenzi yakho ihlala iqinile phakathi kokuguquguquka kwentengo kanye nokungaqiniseki kochungechunge lokuhlinzekwa.
Isikhathi sokuthunyelwe: Juni-03-2026
