Muva nje, inhlolovo yemibono yomphakathi ekhishwe ngabezi zakwamanyeli bakwamanye amazwe iveze isibikezelo samanani esivamile se-London Metal Exchange Shintshana (LME)Imakethe ye-AluminiumKulonyaka, ukuhlinzeka ngemininingwane ebalulekile yezethenjwa kwababambiqhaza bemakethe. Ngokwenhlolovo, isibikezelo se-Median sentengo ephakathi ye-LME Spot Aluminium kulo nyaka ngabahlaziyi ababamba iqhaza abangama-33 ngu- $ 2574 ngethani eliyinkimbinkimbi lemakethe yezitayela zentengo ye-aluminium.
Uma ngibheka emuva ngonyaka owedlule, amanani entengo eLondon Aluminium athole ukwanda okungu-7%, ngokwengxenye okuthiwa ukushoda kokuhlinzekwa kwe-alumina. I-Aluminium Oxide, njengento ebalulekile eluhlaza entabeni ye-aluminium embonini ye-aluminium, idlala indima ebalulekile emikhakheni ehlukahlukene efana nokupakishwa, izinto zokuhamba, kanye nokwakha. Kodwa-ke, ukushoda kokuphakelayo kuholele ekuqiniseni ukuqina kokuqina, okuvuse amanani entengo ye-aluminium.
Ukuhlinzekwa kanye nokufunwa kwamathemba emakethe ye-aluminium kulo nyaka kubonakala kungaqinisekile. Abahlaziyi bakhombisa ukuthi ukufunwa okubuthakathaka esifundeni saseYurophu sekuyinselele enkulu ebhekene nemakethe yamanje. Ngenxa yejubane elihamba kancane lokuvuselelwa komnotho kanye nomthelela wezimo ze-geopolitical, ukufunwa kwe-aluminium eYurophu kukhombisa ukuthambekela okubuthakathaka. Ngasikhathi sinye, imakethe yase-US nayo ibhekene nengcindezi yezimfuno ezingaba khona. Izinqubomgomo ze-Trump Administration ezinobutha ezibhekise emandleni avuselelekayo nezimoto zikagesi ziphakamise ukukhathazeka emakethe mayelana nokwehla okungenzeka kwesidingo sase-US Aluminium. Lezi zinto ezimbili ezisebenza ngokubambisana zibeka engcupheni ephansi kwisidingo se-aluminium.
Naphezu kokubhekana nezinselelo ohlangothini lwemfungo, abahlaziyi balindele ukunikezwa kwe-Alumina okusha ukuze ungene emakethe kulo nyaka, okulindeleke ukuthi kudambise ukushoda kwamanje. Ngokukhishwa kancane kancane kwamandla okukhiqiza amasha, ukulethwa kwe-alumina kulindeleke ukuthi kwandise, ngaleyo ndlela kuhambisane nokunikezwa kwemakethe kanye nokufuna ubuhlobo. Imakethe ihlala iqaphile ngalokhu. Ngakolunye uhlangothi, kusakungaqiniseki ngokuthi ukuhanjiswa okusha kungadedelwa njengoba kuhlelelwe; Ngakolunye uhlangothi, noma ngabe ukulethwa kukhuphuka, kuzothatha isikhathi ukukala kancane kancane ukulethwa kwemakethe kanye nokufunwa ubudlelwano, ngakho-ke kusekhona okuguquguqukayo okubalulekile ekuthambekeni kwamanani entengo ye-aluminium.
Ngaphezu kwalokho, abahlaziyi nabo benze izibikezelo ngokuhlinzekwa kwesikhathi esizayo kanye nobudlelwano emakethe ye-aluminium. Kulindeleke ukuthi igebe lokuhlinzekela emakethe ye-aluminium lizofinyelela amathani angama-8000 ngonyaka ka-2025, ngenkathi ucwaningo lwangaphambilini lukhombisile ukweqiwa kwamathani ayi-100000 wokuhlinzekwa kwe-aluminium. Lolu shintsho lukhombisa ukuthi umbono wemakethe wokuhlinzekwa kanye nobudlelwano be-aluminium emakethe ushintsho, uguqukela ekulindelweni kwangaphambilini kokulindela ukudedela ukukhishwa.
Isikhathi sePosi: Feb-09-2025