Muva nje, kube nezinguquko eziphawulekayo kudatha yokusungula ye-aluminium yeLondon Metal Exchange (LME), ikakhulukazi engxenyeni ye-aluminium yaseRussia ne-Indian yokusungula kanye nesikhathi sokulinda sokulethwa, okuye kwaheha ukunaka okubanzi emakethe.
Ngokusho kwedatha yakamuva evela ku-LME, uhlu lwe-aluminium yaseRussia (amarisidi abhalisiwe e-warehouse) atholakalayo ukuze asetshenziswe ezimakethe ze-LME zehle ngo-11% ngoDisemba 2024 uma kuqhathaniswa noNovemba. Isizathu esiyinhloko salolu shintsho ukuthi abathengisi nabathengi bavame ukugwema ukukhuphuka umugqa e-Port Klang e-Malaysia ukuze bathenge i-aluminium yaseNdiya lapho bekhetha imithombo ye-aluminium. Kusukela ekupheleni kukaDisemba, inani eliphelele lamarisidi e-arehouse ebhalisiwe ye-aluminium yaseRussia lalingamathani angu-163450, okubalelwa ku-56% wesamba se-aluminium ye-LME, eyehle kakhulu uma iqhathaniswa namathani angu-254500 ekupheleni kukaNovemba, ibalwa ngama-67%.
Ngesikhathi esifanayo, inani lamarisidi e-aluminium ekhanseliwe e-LME Port Klang lafinyelela amathani angu-239705. Ukukhansela amarisidi e-warehouse ngokuvamile kubhekisela ku-aluminiyamu ekhishwe endaweni yokugcina impahla kodwa engakalethwa kumthengi. Ukwenyuka kwalesi sibalo kungase kusho ukuthi kune-aluminium eningi elinde ukulethwa noma ekulethweni kwayo. Lokhu futhi kwandisa ukukhathazeka kwezimakethe mayelanaukunikezwa kwe-aluminium.
Kuyaphawuleka ukuthi nakuba iqoqo le-aluminium yaseRussia lehlile, ingxenye ye-aluminium yaseNdiya ku-LME aluminium yokusungula ikhula kancane kancane. Kusukela ekupheleni kukaDisemba, amarisidi abhalisiwe e-aluminiyamu yaseNdiya aba amathani angu-120225, okubalelwa ku-41% wesamba sempahla ye-aluminium ye-LME, kusukela ku-31% ekupheleni kukaNovemba. Lolu shintsho lubonisa ukuthi imakethe ifuna imithombo eminingi ye-aluminium ukuze ihlangabezane nesidingo, futhi i-aluminium yaseNdiya ingase ibe enye inketho ebalulekile.
Ngokushintsha kwesakhiwo se-inventory ye-aluminium, isikhathi sokulinda sokulethwa siyakhula. Kusukela ekupheleni kukaDisemba, isikhathi sokulinda sokulethwa kwe-aluminium ye-LME sesifinyelele ezinsukwini eziyi-163. Lokhu kulinda isikhathi eside akukhulisi nje kuphela izindleko zokuthengiselana, kodwa kungase futhi kubeke ingcindezi ethile ekuhlinzekweni kwemakethe, kuqhubekisele phambili nokukhuphula amanani entengo ye-aluminium.
Izinguquko kusakhiwo se-aluminium ye-LME kanye nokwandiswa kwesikhathi sokulinda sokulethwa kuyizimpawu ezibalulekile zemakethe. Lezi zinguquko zingase zibonise isidingo esikhulayo se-aluminium emakethe, isimo esishubile ohlangothini lokuhlinzeka, kanye nomthelela wokushintsha phakathi kwemithombo ehlukene ye-aluminium.
Isikhathi sokuthumela: Jan-14-2025