UMysteel ukholelwa ukuthi isimo se-Russia-Ukraine sizohlinzeka ngokusekelwa okuqinile emananini e-aluminium ngokwezindleko kanye nezinto ezidingekayo. Njengoba isimo siwohloka phakathi kwe-Russia ne-Ukraine, amathuba okuthi i-rusal iphinde ijeziswe ayanda, futhi imakethe yaphesheya kwezilwandle ikhathazekile kakhulu ngokuncipha kokuhlinzekwa kwe-aluminium. Emuva ngo-2018, ngemuva kokuba i-US imemezele izinhlawulo ngokumelene ne-Rusal, i-Aluminium yanda ngaphezu kuka-30% ezinsukwini ezingu-11 zokuhweba yaya phezulu eminyakeni eyisikhombisa. Lesi sigameko saphazamisa nochungechunge lokuhlinzekwa kwe-aluminium emhlabeni wonke, olwagcina selusakazekele ezimbonini zokukhiqiza ezingezansi, ikakhulukazi e-United States. Njengoba izindleko zanda, amabhizinisi akhungatheka, futhi uhulumeni wase-US kwadingeka asuse izinhlawulo ngokumelene ne-Rusal.
Ngaphezu kwalokho, ohlangothini lwezindleko, oluthintwe yisimo eRussia nase-Ukraine, amanani kaphethiloli aseYurophu akhuphuke kakhulu. Inkinga e-Ukraine inyuse amathuba okutholakala kwamandla eYurophu, asevele ebhekene nenkinga yamandla. Kusukela engxenyeni yesibili ka-2021, inkinga yamandla aseYurophu iholele ekukhuphukeni kwamanani amandla kanye nokwanda kokunciphisa ukukhiqizwa emishinini ye-aluminium yaseYurophu. Ukungena kuka-2022, inkinga yamandla aseYurophu isaqhubeka nokubila, izindleko zamandla zisalokhu ziphezulu, futhi amathuba okwanda kokunciphisa ukukhiqizwa kwezinkampani ze-aluminium zaseYurophu ayanda. Ngokusho kwe-Mysteel, iYurophu ilahlekelwe ngamathani angaphezu kuka-800,000 e-aluminium ngonyaka ngenxa yezindleko zikagesi eziphezulu.
Ngokombono womthelela ohlangothini lokuhlinzekwa kanye nesidingo semakethe yaseShayina, uma iRusal iphinde ibhekene nezijeziso, ezisekelwa ukuphazamiseka kohlangothi lokuhlinzekwa, kulindeleke ukuthi amanani e-aluminium e-LME asenendawo yokwenyuka, futhi umehluko wamanani angaphakathi nangaphandle uzoqhubeka nokukhula. Ngokusho kwezibalo ze-Mysteel, ekupheleni kukaFebhuwari, ukulahlekelwa kwe-aluminium e-electrolytic yaseShayina kufinyelele ku-3500 yuan/ton, kulindeleke ukuthi iwindi lokungenisa lemakethe yaseShayina lizoqhubeka nokuvalwa esikhathini esifushane, futhi umthamo wokungenisa we-aluminium eyinhloko uzokwehla kakhulu unyaka nonyaka. Ngokuphathelene nokuthunyelwa kwamanye amazwe, ngo-2018, ngemuva kokuba iRusal ibekwe izijeziso, isigqi sokuhlinzekwa kwemakethe ye-aluminium yomhlaba wonke saphazamiseka, okwaphakamisa iprimiyamu ye-aluminium yaphesheya, ngaleyo ndlela kwaqhuba umdlandla wokuthunyelwa kwamanye amazwe kwasekhaya. Uma izijeziso ziphindaphindwa kulokhu, imakethe yaphesheya isesimweni sokululama kwesidingo ngemuva kobhubhane, futhi kulindeleke ukuthi ama-oda okuthumela kwamanye amazwe emikhiqizo ye-aluminium yaseShayina kulindeleke ukuthi akhuphuke kakhulu.
Isikhathi sokuthunyelwe: Mashi-01-2022