Ngaphansi kwezikhuthazo ezimbili zokutholwa kwesidingo kanye nokuphazamiseka kwe-supply chain, izintengo ze-aluminium zikhuphuke zaya phezulu ngeminyaka engu-13.Ngesikhathi esifanayo, izikhungo ziye zahlukana mayelana nendlela yesikhathi esizayo yemboni.Abanye abahlaziyi bakholelwa ukuthi amanani e-aluminium azoqhubeka nokukhuphuka.Futhi ezinye izikhungo seziqalile ukukhipha izexwayiso zemakethe yebhere, zithi inani eliphakeme selifikile.
Njengoba amanani e-aluminium eqhubeka nokukhuphuka, i-Goldman Sachs ne-Citigroup baye baphakamisa lokho ababekulindele ngamanani e-aluminium.Isilinganiso sakamuva se-Citigroup siwukuthi ezinyangeni ezintathu ezizayo, amanani e-aluminium angase akhuphuke afinyelele ku-US$2,900/ton, futhi amanani e-aluminium yezinyanga eziyisi-6-12 angase akhuphuke aye ku-US$3,100/ton, njengoba amanani e-aluminium azoshintsha esuka emakethe yezinkunzi ejikelezayo aye kweyesakhiwo. imakethe yezinkunzi.Isilinganiso senani le-aluminium kulindeleke ukuthi libe ngu-$2,475/ton ngo-2021 kanye ne-US$3,010/ton ngonyaka ozayo.
I-Goldman Sachs ikholelwa ukuthi umbono we-global supply chain ungase uwohloke, futhi intengo ye-aluminium yesikhathi esizayo kulindeleke ukuthi ikhuphuke kakhulu, futhi intengo ehlosiwe ye-aluminium yesikhathi esizayo yezinyanga ezizayo ze-12 ikhushulwe ku-US $ 3,200 / ton.
Ngaphezu kwalokho, isazi sezomnotho esiyinhloko seTrafigura Group, inkampani yamazwe ngamazwe ehweba ngempahla, iphinde yatshela abezindaba ngoLwesibili ukuthi amanani e-aluminium azoqhubeka nokushaya amarekhodi esimweni sokufunwa okunamandla kanye nokujula kokulahlekelwa kokukhiqiza.
Izwi elinengqondo
Kodwa ngesikhathi esifanayo, amazwi amaningi aqala ukucela ukuthi imakethe izolile.Umuntu ofanelekile ophethe i-China Nonferrous Metals Industry Association muva nje uthe amanani entengo e-aluminium aphezulu aphindaphindwayo angase angasimami, futhi kukhona “izingozi ezintathu ezingasekelwe nezimbili ezinkulu.”
Umuntu ophethe uthe izici ezingasekeli ukwanda okuqhubekayo kwamanani e-aluminium zihlanganisa: akukho ukushoda okusobala kwe-electrolytic aluminium supply, futhi yonke imboni yenza yonke imizamo yokuqinisekisa ukuhlinzekwa;ukwanda kwezindleko zokukhiqiza i-aluminiyamu ye-electrolytic ngokusobala akuphakeme njengokukhuphuka kwentengo;ukusetshenziswa kwamanje akwanele ukusekela amanani aphezulu kangaka e-aluminium.
Ngaphezu kwalokho, ubuye wakhuluma ngengozi yokulungiswa kwemakethe.Uthe ukunyuka okukhulu kwamanje kwamanani e-aluminium kwenze izinkampani ezikhiqiza i-aluminium ezansi nomfula zaphatheka kabi.Uma izimboni ezisezansi nomfula zikhungathekile, noma ngisho nakanye izintengo ze-aluminium eziphakeme zivimbela ukusetshenziswa kwe-terminal, kuzoba nezinye izinto zokwakha, ezizonyakazisa isisekelo sokunyuka kwamanani futhi kuholele ekutheni Intengo ihlehle ngokushesha ezingeni eliphezulu ngesikhathi esifushane, yakha ingozi yesistimu.
Umuntu ophethe ubuye wakhuluma ngomthelela wokuqiniswa kwezinqubomgomo zezimali zamabhange amakhulu emhlabeni ezintengo ze-aluminium.Uthe isimo sokunciphisa imali ngendlela engakaze ibonwe yiyona ehamba phambili yalezi zindleko zempahla, futhi uma isimo semali sincipha, amanani ezimpahla nawo azobhekana nezingozi ezinkulu zesistimu.
UJorge Vazquez, umqondisi ophethe we-Harbour Intelligence, inkampani yezokubonisana yase-US, naye uyavumelana ne-China Nonferrous Metals Industry Association.Uthe isidingo se-aluminium sesidlulile esiqongweni saso somjikelezo.
"Sibona umfutho wezidingo zesakhiwo e-China (ye-aluminium) uyancipha", ingozi yokuwohloka komnotho iyanda, futhi amanani e-aluminium angase abe engozini yokuwa ngokushesha, kusho uVazquez engqungqutheleni yezimboni ze-Harbour ngoLwesine.
Ukuketulwa kombuso waseGuinea kuzwakalise ukukhathazeka ngokuphazanyiswa kwe-bauxite supply chain emakethe yomhlaba.Kodwa-ke, ochwepheshe bemboni ye-bauxite yakuleli bathe lokhu kuketulwa umbuso mancane amathuba okuthi kube nomthelela wesikhashana ekuthengisweni kwamanye amazwe.
Isikhathi sokuthumela: Sep-13-2021