Imishini yokuncibilikisa i-aluminium eMpumalanga Ephakathi iqalisa ukusebenza kancane kancane, kodwa izingxabano zezwe nezepolitiki zisavimbela intuthuko yemboni ye-aluminium esifundeni saseGulf.

Ngomhlaka-28 kuMbasa, i-ejensi yokuqapha izimpahla i-DBX ikhiphe umbiko okhombisa ukuthi umshini wokuncibilikisa i-aluminium i-Jebel Ali we-United Arab Emirates Global Aluminum Company (EGA), owathintwa yingxabano yaseMpumalanga Ephakathi, uqalisa kabusha kancane kancane imisebenzi futhi okwamanje usebenza “cishe ezingeni elijwayelekile”. Ngesikhathi esifanayo, ukusebenza kwezinye izincibilikisi ze-aluminium ezithintekile esifundeni saseGulf kusazinzile, futhi ukusetshenziswa kwamandla jikelele kusavinjelwe yizingxabano zezwe nezepolitiki eziqhubekayo.

Embikweni okhishwe ngoMsombuluko, i-DBX iveze ngokuningiliziwe isimo sokutakula kwe-aluminium smelter ye-Jebel Ali ngokusebenzisa idatha yokuhlaziywa kwesathelayithi. Kubikwa ukuthi izinga lokusetshenziswa kwamandla amanje kwalesi sitshalo sokuncibilikisa i-aluminium esikhiqiza amathani ayisigidi ngonyaka liphakathi kuka-85% no-100%, kanti isilinganiso esingu-92.5%, ukwanda okukhulu kusuka ku-82.5% ngesonto eledlule. I-DBX ithole ngokuqapha ukuthi "umsebenzi wokushisa" endaweni yesitshalo ukhuphukile, okuqinisekisa futhi ukuthambekela kokubuyiselwa kancane kancane kokukhiqizwa nokusebenza kwawo. Kubalulekile ukuqaphela ukuthi omunye umshini wokuncibilikisa i-Tavira ngaphansi kwe-EGA uthole umonakalo omkhulu ekuhlaselweni kwe-missile yase-Iran futhi uvaliwe ngempumelelo. Ukulungiswa komshini wokuncibilikisa i-Jebel Ali kubaluleke kakhulu ekunciphiseni ingcindezi yokuphakelwa kwe-aluminium yesifunda.

Ngaphezu komncibilikisi we-Jebel Ali, i-DBX iphinde yahlola ukusebenza kwezinye izincibilikisi ze-aluminium ezintathu esifundeni saseGulf ezithintekile yimpi. Phakathi kwazo, i-Bahrain Aluminium Company, engenye yezinhloso zokuhlaselwa kwe-Iran futhi enekhono lokukhiqiza laminyaka yonke elingamathani ayizigidi eziyi-1.6, okwamanje igcina izinga layo lokusebenza liphakathi kuka-50% no-70%, okufana nezinga layo lokusebenza ekuqaleni kwale nyanga. Kubikwa ukuthi i-Bahrain Aluminium yamemezela ngoMashi 15 ukuvalwa kuka-19% wamandla ayo okukhiqiza. Ngaphambilini, ngenxa yokuvalwa kwe-Strait of Hormuz, yabhekana ne-force majeure futhi yayingakwazi ukuthumela imikhiqizo ngokujwayelekile.

I-Aluminium (4)

Ngasohlangothini lwaseQatar, iKata Aluminium, ekhiqiza amathani angu-648000 ngonyaka, okwamanje kulinganiselwa ukuthi inomthamo wokukhiqiza ongama-55% kuya ku-65% wamandla ayo. Lolu lwazi luhambisana nesitatimende esenziwe ngumnikazi wamasheya wenkampani, i-Hydro yaseNorway, ngoMashi 12 - ngaleso sikhathi, i-Hydro yaseNorway yayithi iKata Aluminium izogcina ukusebenza kwayo kumthamo ongu-60%. Kubikwa ukuthi iQatar Aluminium yayiqale ukuvala okuhlelekile ngenxa yokuhlaselwa kwezikhungo zamandla zaseQatar kanye nokuphazamiseka kokuhlinzekwa kwegesi yemvelo, futhi okwamanje igcina umsebenzi womthwalo ophansi.

Ngokusekelwe kudatha yezibalo ye-DBX, izinga lokusetshenziswa kwamandla eliphelele lemishini yokuncibilikisa i-aluminium emine okukhulunywe ngayo ngenhla liphakathi kuka-45% no-55%, futhi izinga lokusebenza lilonke alikakabuyeli esimweni sangaphambi kwempi. Njengomkhakha obalulekile wokuhlinzekwa kwe-aluminium emhlabeni wonke, isifunda saseGulf sithatha u-9% wokuhlinzekwa kwe-aluminium emhlabeni wonke. Kodwa-ke, ngenxa yempi eqhubekayo eMpumalanga Ephakathi, iStrait of Hormuz ivaliwe, okwenza abakhiqizi be-aluminium esifundeni babhekane nobunzima obukhulu ekungeniseni izinto zokusetshenziswa kanye nokuthumela izinsimbi eziqediwe. Lokhu futhi kungenye yezinto eziyinhloko ezivimbela ukukhululwa kwamandla emishini yokuncibilikisa i-aluminium yendawo.

Abangaphakathi embonini bahlaziye ukuthi ukubuyiswa kancane kancane kwe-Jebel Ali aluminium smelter kuthumele isignali enhle yokubuyiselwa kwemboni ye-aluminium esifundeni saseGulf. Kodwa-ke, ukuvinjelwa kwempahla kanye nokunikezwa kwamandla okungazinzile okubangelwa yizingxabano zezwe akukaxazululwa ngokuyisisekelo, futhi kunzima ukufeza ukwanda okukhulu kwesilinganiso sokusetshenziswa kwamandla okukhiqiza i-aluminium esifundeni esikhathini esifushane. Ngaphezu kwalokho, i-Strait of Hormuz, njengesiteshi esiyinhloko sokungeniswa kwe-aluminium oxide okungaphezu kwama-90% kanyei-aluminium eqediweUma ithunyelwa kwamanye amazwe eMpumalanga Ephakathi, ukuvalwa kwayo okuqhubekayo kungase kudluliselwe ochungechungeni lwemboni ye-aluminium yomhlaba wonke, okuthinta iphethini yokuhlinzekwa kwe-aluminium yomhlaba wonke kanye nezitayela zamanani.


Isikhathi sokuthunyelwe: Meyi-06-2026