I-Mysteel ikholelwa ukuthi isimo saseRussia-Ukraine sizohlinzeka ngokusekela okuqinile kumanani e-aluminium ngokwezindleko kanye nempahla. Ngokuwohloka kwesimo phakathi kweRussia ne-Ukraine, amathuba okugunyazwa kwe-rusal ayanda futhi, futhi imakethe yaphesheya iya ngokuya ikhathazeka ngokuncishiswa kokuhlinzekwa kwe-aluminium. Emuva ngo-2018, ngemuva kokuthi i-US imemezele unswinyo ngokumelene ne-Rusal, i-Aluminium yenyuka ngaphezu kwama-30% ngezinsuku zokuhweba eziyi-11 yaya phezulu iminyaka eyisikhombisa. Lesi sigameko siphinde saphazamisa ukuthengwa kwe-aluminiyamu emhlabeni wonke, okwagcina kusabalele ezimbonini ezikhiqiza izinto ezingaphansi komfula, ikakhulukazi e-United States. Njengoba izindleko zazikhuphuka, amabhizinisi akhungatheka, futhi uhulumeni wase-US kwadingeka asuse unswinyo olubhekiswe kuRusal.
Ngaphezu kwalokho, kusukela ohlangothini lwezindleko, oluthintwe isimo eRussia nase-Ukraine, amanani egesi aseYurophu akhuphuka. I-Crisis in Ukraine ikhuphule izinga lokunikezwa kwamandla kagesi e-Europe, osekuvele kunenkinga yamandla. Kusukela engxenyeni yesibili ka-2021, inkinga yamandla yaseYurophu iholele ekwenyukeni kwezintengo zamandla kanye nokwenyuka kokuncishiswa kokukhiqizwa ezimbonini ze-aluminium zase-Europe. Kungena ngo-2022, inkinga yamandla yaseYurophu isavutha, izindleko zikagesi zihlala ziphezulu, kanye nethuba lokunwetshwa kokuncishiswa kokukhiqizwa kwezinkampani ze-aluminium zase-Europe. Ngokusho kukaMysteel, iYurophu ilahlekelwe amathani angaphezu kuka-800,000 e-aluminium ngonyaka ngenxa yezindleko zikagesi eziphezulu.
Ngokombono womthelela ohlangothini lokuhlinzeka nesidingo semakethe yaseShayina, uma i-Rusal iphinde yaba ngaphansi kwenswinyo, esekelwa ukuphazamiseka ohlangothini lokuhlinzeka, kulindeleke ukuthi izintengo ze-aluminium ye-LME zisenendawo yokwenyuka, kanye nentengo yangaphakathi nengaphandle. umehluko uzoqhubeka wanda. Ngokusho kwezibalo ze-Mysteel, ekupheleni kukaFebhuwari, ukulahlekelwa kwe-aluminium ye-electrolytic yaseChina kuye kwafinyelela ku-3500 yuan / ton, kulindeleke ukuthi iwindi lokungenisa lemakethe yaseShayina lizoqhubeka nokuvalwa esikhathini esifushane, futhi umthamo wokungenisa we-aluminium oyinhloko uzokwehla kakhulu unyaka nonyaka. Mayelana nokuthunyelwa kwamanye amazwe, ngo-2018, ngemuva kokuthi uRusal ebekwe unswinyo, isigqi sokuhlinzekwa kwemakethe ye-aluminium yomhlaba wonke saphazamiseka, okukhuphule i-premium ye-aluminium yaphesheya, ngaleyo ndlela kuqhubekisela phambili isasasa lokuthumela ngaphandle kwasekhaya. Uma unswinyo luphindwa ngalesi sikhathi, imakethe yaphesheya kwezilwandle isesimweni sokubuyiselwa kwesidingo sangemva kobhubhane, futhi kulindeleke ukuthi ama-oda aseChina athunyelwa ngaphandle kwemikhiqizo ye-aluminium kulindeleke ukuthi anyuke kakhulu.
Isikhathi sokuthumela: Mar-01-2022