Isikhondlakhondla senkampani yotshwala yaseMelika iConstellation Brands idalule ngoJulayi 5 ukuthi intela yabaphathi bakaTrump engu-50% ku-aluminium ethengwa kwamanye amazwe izoholela ekwenyukeni kwezindleko ezilinganiselwa ku-$20 million kulo nyaka wezimali, okuphusha iNorth America.imboni ye-aluminiumchain phambili emdlalweni. Nakuba uphuzo oludakayo lwase-Mexico lusajabulela ukukhululwa enteleni, ubhiya opakishwe ngamathini e-aluminium ungaphansi kwezintela ezintsha, okunomthelela ngokuqondile emalini yenzuzo yebhizinisi. Le mpi ebonakala ibiza amanani entengo eqondise embonini ye-aluminium empeleni idalula ukungqubuzana okujulile phakathi kwezinkampani zamazwe ngamazwe kanye nabenzi bezinqubomgomo kumongo wokuhlelwa kabusha kochungechunge lokuhlinzekwa kwempahla emhlabeni jikelele.
Ukudluliswa kwezindleko: 'isikweletu sentela esingabonakali' emathini kabhiya
Ngaphansi kohlobo lwe-Constellation, izinhlobo zikabhiya ezifana ne-Corona ne-Modro zithembele ngokuphelele kumathini e-aluminium angenisiwe avela e-Mexico, futhi inqubomgomo entsha yentela inyuse izindleko zabo ze-aluminium cishe ngama-$1200 ngethani. Naphezu kokugcizelela kwe-CFO Gals Hankinson “kubunzima bokudlulisa izindleko ngokugcwele,” imakethe iphendulile: intengo yesitoko yehle ngo-31% phakathi nonyaka, futhi inani layo lemakethe liye lahwamuka ngaphezu kwezigidigidi ezingu-13 zamaRandi. Kuyathakazelisa ukuthi i-Canadian Aluminium Association iveze ukuthi izinga langempela lokuqaliswa kwezintela ku-aluminium yaseCanada yi-United States liyi-65% kuphela yenani elimenyezelwe, okusho ukuthi izinkampani zingagwema ezinye izindleko ngokuhweba kwezokuthutha, kodwa lokhu kusebenza okumpunga kubhekene nengozi yokubuyekezwa kwamasiko.
Ukuhlelwa Kabusha Kwe-Supply Chain: I-Canadian Aluminium's' Hedging Strategy '
Ukubhekana nomthelela wezindleko, izinkampani ze-aluminium zaseCanada zisheshisa ukuthuthukiswa kwamandla. U-Alumina Alouette utshale imali eyizigidi eziyizinkulungwane ezingu-1.1 ukuze andise isincibilikisi saso saseQuebec, esinamandla okukhiqiza amathani angu-650000 ngo-2026, okuwukukhula okungama-40% ukusuka ezingeni lamanje. Lesi senzo asikona nje kuphela ukuhlangabezana nesidingo se-United States, kodwa futhi sihloselwe ukubamba imakethe yaseYurophu - ngemva kokuba i-EU ifake izimali ezengeziwe ku-aluminium engenayo ngenxa yezindleko zekhabhoni, ukuncintisana kwe-aluminium yaseCanada emkhakheni wokukhiqiza izimoto kuye kwanda kakhulu. UJean Simard, oyi-CEO ye-Canadian Aluminium Association, uveze ukuthi uma amanani entengo ase-US eqhubeka kuze kube ngu-2026, uhulumeni angase enze i-“Industry Stabilization Fund” isebenze ukuze kwehle ingcindezi kumabhizinisi ngezikweletu zentela noma izikweletu zenzalo ephansi.
Impi Yezimboni: Umdonsiswano phakathi kwamandla entengo nomdlalo wenqubomgomo
Umbiko wezezimali we-Alcoa ubonisa ukuthi ku-Q1 2025, ilahlekelwe yi-$ 20 million ngenxa yezindleko, futhi ukulahlekelwa okulindelekile ku-Q2 kulindeleke ukuthi kunwetshwe ku-$ 90 million. Kodwa-ke, inani layo lesitoko likhuphuke ngo-12% uma liqhathaniswa nomkhuba, okubonisa ukulindela kwemakethe kwezintela zesikhathi eside. Lokhu kungqubuzana kubangelwa ukukhubazeka kwesakhiwo kumthamo wasekhaya wokuncibilikisa wase-United States: nakuba amanani entengo ahlose ukuvuselela izimboni zasendaweni, umthamo wokuncibilikisa i-aluminium e-United States ungamathani angu-670000 kuphela (ngaphansi kwe-1/4 yaseShayina), futhi ukuqalisa kabusha umthamo wokungenzi lutho kudinga isikhathi esifushane sokwenyuka kwezigidi ezingu-6 ukuze kutshalwe imali yokungenisa kwamanye amazwe. Ngesikhathi esifanayo, i-Alcoa eNyakatho Melika, inkampani yaseMexico, isibe ngumnqobi ofihliwe ngaphansi kwezindleko ngokuhlanganisa ngokuqondile "i-bauxite alumina electrolytic aluminium" ukuze ilawule izindleko eziphelele ngaphansi kwe-$ 2500 ngethani.
I-Consumer Fission: I-'Green Revolution' ye-Beer Can
Ukucindezelwa kwentela kuqhuba ushintsho lwezobuchwepheshe embonini. I-Constellation brand isebenzisana ne-Ball Corporation ukuthuthukisa amathini e-aluminium angasindi, yehlisa ukusetshenziswa kwe-aluminium ikani ngalinye ukusuka ku-13.6 amagremu kuya ku-9.8 amagremu futhi yonga u-$0.35 ibhokisi ngalinye. Uma leli su "lokunciphisa" lithandwa kakhulu, linganciphisa ukusetshenziswa kwe-aluminium minyaka yonke embonini kabhiya wase-US ngamathani ayi-120000, okulingana nokunciphisa umthamo wokungenisa wemikhumbi engu-30 yezimpahla. Kodwa ukuthuthukiswa kwemvelo kudinga ukubambisana kwawo wonke uchungechunge lwezimboni - izinga lokugaywa kabusha kwe-aluminium e-United States linyuke lisuka ku-50% ngo-2019 laya ku-68% ngo-2025, kodwa amandla okukhiqiza i-aluminium egaywe kabusha asasilele emuva kwezinga lokukhula kwesidingo, okubangele amanani aphezulu e-aluminium yokuqala.
I-Geopolitical Mirror: I-“De Sinicization” Dilemma ye-North American Aluminium Industry
Naphezu kwemizamo ye-United States yokulungisa kabusha uchungechunge lokuhlinzekwa kwe-aluminiyamu ngezintela, i-China isengumkhiqizi omkhulu kakhulu emhlabeni we-aluminiyamu egaywe kabusha (ebalelwa ku-35% ngo-2025). Izinkampani ze-aluminium zaseCanada seziqalile ukungenisa ingots ze-aluminium ezigaywe kabusha zisuka e-China futhi ziwacubungule ukuze zibe yimikhiqizo esezingeni eliphezulu ukuze zithekeliswe ukuze kugwenywe amanani entengo. Leli “su lokuzungeza” liholele ekwenyukeni konyaka nonyaka okungama-45% ekuthengisweni kwangempela kwe-aluminium egaywe kabusha isuka e-China iye e-United States. Okuphawuleka kakhulu ukuthi i-European Aluminium Association ifake icala ku-WTO, isola intela yase-US ngokwephula izivumelwano zokuhweba mahhala. Uma lesi sinqumo sivunyiwe, kungase kubangele ukushaqeka kwesibili ochungechungeni lwemboni ye-aluminium yomhlaba wonke.
Impi efihliwe phezu kwamandla entengo wensiza iyakhula phakathi kwezimayini zethusi e-Andes nezincibilikisi ze-aluminium eNyakatho Melika. Lapho amanani entengo eba yisikhali esivamile emidlalweni yohwebo, izinkampani zingathola kuphela ibhalansi phakathi kwezindleko zokuthobela imithetho nokusungula izinto ezintsha zobuchwepheshe ukuze zibambe iqhaza ochungechungeni lokuhlinzekwa komhlaba wonke oludabukile.
Isikhathi sokuthumela: Jul-08-2025