Ngomhlaka-3 Mashi 2026, izindaba zakwamanye amazwe zabika ukuthi ngenxa yengxabano ekhulayo eMpumalanga Ephakathi, abakhiqizi be-aluminium bomhlaba wonke bahoxise noma bavumele izingcaphuno zabo ze-premium zekota kubathengi baseJapan ukuba ziphelelwe yisikhathi, behlola ngokushesha izingozi zokuphepha zokuthunyelwa nge-Strait of Hormuz. Njengesilinganiso samanani sama-Asianimakethe ye-aluminium, ukumiswa kwezingxoxo ze-aluminium premium eJapane kuthinta ngqo ukuthambekela kwentengo ye-aluminium yesifunda.
Ngokusho kwabahlanganyeli bemakethe abahilelekile ezingxoxweni zamanani, iSouth32 neRio Tinto ngaphambili babecaphune abathengi baseJapan iprimiyamu yesizini yokuthumela ka-Ephreli-Juni 2026: iSouth32 icaphune u-$220/ton, kanti iRio Tinto icaphune u-$250/ton, okumele ukwanda ngo-13% ~ 28% uma kuqhathaniswa nekota yamanje, okubonisa ukwenyuka kwamaprimiyamu aphesheya kwezilwandle. Isilinganiso seSouth32 siphelelwe yisikhathi ngoLwesihlanu olwedlule, kanti iRio Tinto ihoxise ngokusemthethweni isilinganiso sayo ngoMashi 2, ikakhulukazi ngenxa yesidingo sokuhlola umthelela ongaba khona wezingxabano ekuthuthweni kwempahla kanye nokuphazamiseka kokunikezwa.
IJapan ingumthengisi omkhulu we-aluminium eyinhloko e-Asia, futhi i-premium yayo ye-aluminium eyinhloko yekota (i-premium ngaphezu kwentengo ye-LME) isebenza njengesilinganiso samanani emakethe ye-aluminium yaseMpumalanga Asia. Ukumiswa ndawonye kwezingcaphuno yizinkampani ezinkulu zomhlaba wonke kulokhu kubonisa ukuthi indlela yesikhashana yokubeka amanani yesifunda isingene esimweni sokulinda nokubona, futhi i-premium yengozi yokuhlinzekwa ikhuphuke ngokushesha.
Isifunda saseMpumalanga Ephakathi siqukethe cishe u-9% wamandla okukhiqiza i-aluminium emhlabeni wonke, kanti ukuthuthwa kwezinto zokusetshenziswa ezihlobene nemikhiqizo eqediwe kuncike kakhulu ku-Strait of Hormuz. Lesi simo esikhulayo sibangele ukukhathazeka kwemakethe mayelana nokuphazamiseka kokuthunyelwa kwempahla, ukushoda kwezinto zokusetshenziswa, kanye nokubambezeleka kokuthunyelwa kwamanye amazwe, okwandisa amanani e-aluminium e-LME, ukunciphisa amaphrimiyamu abalulekile, kanye nokwanda kokulindela kwemakethe kokuqina kokunikezwa kwempahla.
Abangaphakathi embonini babonisa ukuthi uma i-premium esezingeni eliphezulu e-Asia ikhuphuka ngenxa yokwenyuka kwe-premium eyingozi, ngisho nokuntuleka kokunikezwa kwesikhashana kungenza i-premium ye-aluminium yesifunda iqhubeke nokukhuphuka izinyanga eziningana, okusekela kakhulu amanani e-aluminium.
Isikhathi sokuthunyelwe: Mashi-04-2026