ILODDON, Septhemba 1 (Reuters) - Ezinye izincibilikisi ezimbili ze-aluminium zaseYurophu zivala ukukhiqizwa njengoba inkinga kagesi esifundeni ingabonakali izimpawu zokudamba.
I-Slovenian Talum izonciphisa ukukhiqizwa ngengxenye eyodwa kwesihlanu kuphela yomthamo wayo, kuyilapho i-Alcoa (AA.N) izosika ulayini embonini yayo i-Lista eNorway.
Cishe amathani ayizigidi eziyi-1 omthamo wokukhiqiza i-aluminium eyinhloko yase-Europe awaxhunyiwe ku-inthanethi futhi amanye angavalwa njengemboni eyaziwa ngokuba nemizabalazo edinga amandla ngokukhuphuka kwamanani entengo kagesi.
Kodwa-ke, imakethe ye-aluminium ihoxise izinkinga zokukhiqiza ezikhulayo eYurophu, ngezintengo zezinyanga ezintathu zaseLondon Metal Exchange (LME) ehle zaba ngaphansi kwezinyanga eziyi-16 zama-$2,295 ngethani ngoLwesine ekuseni.
Intengo yereferensi ebuthakathaka yomhlaba wonke ibonisa ukukhuphuka kokukhiqizwa e-China kanye nokukhathazeka okuphezulu mayelana nesidingo e-China nasemhlabeni wonke.
Kodwa abathengi eYurophu nase-US bazothola impumuzo ingxenye kuphela njengoba izinkokhiso ezibonakalayo zihlala ziphezulu kakhulu njengoba umehluko wesifunda wehlisa “inani eliphelele” lensimbi.
Ngokusho kwe-International Aluminium Institute (IAI), ukukhiqizwa kwe-aluminium ngaphandle kwe-China kwehle ngo-1% ezinyangeni eziyisikhombisa zokuqala zonyaka.
Ukwanda kokukhiqizwa eNingizimu Melika nasePersian Gulf akukwazi ukuqeda ngokugcwele ukushaqeka kwamandla okunqwabelana ezigayweni zensimbi eYurophu nase-US.
Kusukela ngoJanuwari kuya kuJulayi, ukukhiqizwa eNtshonalanga Yurophu kwehle ngo-11.3% unyaka nonyaka, ngokukhiqizwa kwaminyaka yonke ngokuqhubekayo okungaphansi kwamathani ayizigidi ezi-3 okokuqala ngqa kuleli khulu leminyaka.
Ukukhiqizwa eNyakatho Melika kwehle ngo-5.1% esikhathini esifanayo kuya ekukhiqizweni konyaka okungamathani ayizigidi ezingu-3.6 ngoJulayi, futhi okuphansi kakhulu kuleli khulu leminyaka.
Ukwehla okukhulu kubonise ukuvalwa ngokuphelele kwe-Century Aluminium (CENX.O) e-Havesville kanye nokwehliswa kancane kwesitshalo se-Alcoa's Warrick.
Isikali sokushayisana kwezigayo zensimbi kulindeleke ukuthi sisekele okungenani amanani aqondile e-LME.
Ngonyaka odlule, izincibilikisi zaseShayina zihlangene zehlisa umkhiqizo waminyaka yonke ngamathani angaphezu kwezigidi ezimbili, futhi izifundazwe eziningana zaphoqeleka ukuthi zivalwe ukuze zihlangabezane nemigomo emisha eshaqisayo kagesi.
Abakhiqizi be-aluminium baphendule ngokushesha enkingeni yamandla ebusika eqhubekayo, okuphoqa iBeijing ukuthi ishiye okwesikhashana izinhlelo zayo zokuqeda ikhabhoni.
Ukukhiqizwa konyaka kukhuphuke ngamathani ayizigidi ezi-4.2 ezinyangeni eziyisikhombisa zokuqala zika-2022 futhi manje sekufinyelele irekhodi eliphezulu lamathani acishe abe yizigidi ezingama-41.
Isifundazwe saseSichuan savala amathani ayizigidi ezingu-1 e-aluminium ngoJulayi ngenxa yesomiso nokunqamuka kukagesi, okuzodambisa kodwa ngeke kuvimbe ukuqhuma.
Imikhawulo yamandla e-Sichuan iphinde yathinta abakhiqizi be-aluminium, okungeza ukukhathazeka ngezimo zokufunwa eChina.
Isomiso, amagagasi okushisa, izinkinga zesakhiwo emkhakheni wezindawo ezithengiswayo kanye nokuvalwa kwezindawo okuqhubekayo ngenxa ye-COVID-19 kwehlise umsebenzi wokukhiqiza womthengi omkhulu we-aluminium emhlabeni.I-PMI esemthethweni kanye noCaixin bangena ezinkontilekeni ngo-August.funda kabanzi
Ukungahambisani nokwanda okubukhali kokuhlinzekwa kuzibonakalisa, njengasemakethe ye-aluminium yaseShayina, lapho insimbi eyeqile igeleza ngendlela yokuthunyelwa kwemikhiqizo eqediwe.
Ukuthunyelwa kwamanye amazwe kwemikhiqizo ebizwa ngokuthi eqedwe kancane njengamabha, izinduku, izintambo kanye ne-foil kufinyelele irekhodi eliphezulu lamathani angu-619,000 ngoJulayi, kanti ukulethwa kwamanje kukhuphuke ngo-29% kusukela kumazinga ka-2021.
Igagasi lokuthunyelwa kwempahla kwamanye amazwe ngeke liphule imigoqo yokuhweba emiswe ngokuqondile yi-United States noma i-Europe, kodwa lizoba nomthelela esidingweni esiyinhloko kwamanye amazwe.
Isidingo emhlabeni wonke manje sibukeka siguquguquka ngokuphawulekayo njengoba umthelela wamanani aphezulu wamandla usabalala kulo lonke uchungechunge lokukhiqiza.
Umsebenzi wezimboni e-Europe ungene ngemvume enyangeni yesibili ilandelana ngoJulayi ngenxa yamanani aphezulu amandla kanye nokwehla okukhulu kokuzethemba kwabathengi.
Ngokombono womhlaba wonke, ukukhula kokuhlinzekwa kwe-China kudlule ukwehla komkhiqizo wase-Europe, kanye nemikhiqizo yayo ekhula ngokushesha ecishe iqedwe ukuthunyelwa ngaphandle ichitheka ibe iphethini yesidingo esibuthakathaka.
Ukusabalala kwesikhathi se-LME nakho akubonisi okwamanje ukushoda kwezinsimbi ezitholakalayo.Nakuba amasheya ashintshashintsha ngeminyaka eminingi, imali ekhokhwayo ensimbi yezinyanga ezintathu ifinyelele ku-$10 ngethani.NgoFebhuwari, ifinyelele ku-$ 75 ngethani, lapho amasheya amakhulu akhuphuka kakhulu.
Umbuzo obalulekile awukona ukuthi kukhona amasheya angabonakali emakethe, kodwa lapho agcinwa khona.
Amaphrimiyamu aphathekayo e-Europe nase-US enqabile phakathi nezinyanga zasehlobo kodwa ahlala ephezulu ngokwezindinganiso zomlando.
Isibonelo, iprimiyamu ye-CME e-US Midwest yehle isuka ku-$880/tonne ngo-February (ngaphezu kukakheshi we-LME) yaya ku-$581 manje, kodwa isengaphezu kwenani layo eliphakeme lango-2015 ngenxa yolayini wokulayisha onezingxabano kunethiwekhi yokugcina ye-LME.Kungokufanayo enkokhelweni yamanje yentela yezinsimbi zaseYurophu, engaphezudlwana nje kuka-$500 ngethani.
I-US ne-Europe ziyizimakethe eziyivelakancane ngokwemvelo, kodwa igebe phakathi kokunikezwa kwendawo kanye nesidingo liyakhula kulo nyaka, okusho ukuthi izindleko ezengeziwe ziyadingeka ukuheha amayunithi engeziwe.
Ngokuphambene, izinhlawulo ezingaphezulu ezibonakalayo zase-Asia ziphansi futhi zehla ngokuqhubekayo, kanti i-premium yase-Japan ku-CME okwamanje ihweba cishe ngenani eliphansi lika-$90/t uma kuqhathaniswa ne-LME.
Isakhiwo seprimiyamu yomhlaba wonke sikutshela ukuthi ikuphi imali enqwabelene njengamanje, ngokwezinsimbi eziyisisekelo ezitholakalayo kanye nasemikhiqizweni ephela kancane ephuma e-China.
Iphinde igqamise igebe phakathi kwamanani entengo ye-aluminium yamanje phakathi kwesilinganiso somhlaba wonke se-LME kanye nezindleko ezingeziwe zesifunda ezihlukaniswa ngokwandayo.
Yilokhu kucisha okuholele endukwini ye-LME ngezinkinga ezimbi kakhulu zokuthunyelwa kwempahla engxenyeni yokuqala yeminyaka eyi-10 edlule.
Abathengi benza kangcono ngalesi sikhathi ngezinkontileka ze-CME nezikhokhelwayo ze-LME.
Umsebenzi wokuhweba ezinkontilekeni ezikhokhelwa umsebenzi ze-CME Group e-US Midwest naseYurophu wanda, kanti lezi zinkontileka zafinyelela irekhodi lezinkontileka ezingu-10,107 ngoJulayi.
Njengoba amandla kagesi kanye nokukhiqizwa kwe-aluminium esifundeni ephambuka enanini lomhlaba jikelele le-LME, amavolumu amasha azovela nakanjani.
I-Senior Metals Columnist owake waphatha izimakethe zezinsimbi zezimboni ze-Metals Week futhi wayengumhleli wezimpahla ze-EMEA we-Knight-Ridder (kamuva eyaziwa ngokuthi iBridge).Wasungula i-Metals Insider ngo-2003, wayithengisa ku-Thomson Reuters ngo-2008, futhi ungumbhali we-Siberian Dream (2006) mayelana ne-Arctic yaseRussia.
Amanani kawoyela ahlale ezinzile ngoLwesihlanu kodwa ehle kuleli sonto ngenxa yedola elinamandla nokwesabela ukuthi umnotho ohamba kancane ungase udambise isidingo sikawoyela ongahluziwe.
I-Reuters, uphiko lwezindaba nabezindaba lwe-Thomson Reuters, ingumnikezeli wezindaba we-multimedia omkhulu kunawo wonke emhlabeni osebenzela izigidigidi zabantu emhlabeni wonke nsuku zonke.I-Reuters iletha izindaba zebhizinisi, zezimali, zikazwelonke nezamazwe ngamazwe ngamatheminali edeskithophu, izinhlangano zemidiya yomhlaba wonke, imicimbi yezimboni kanye ngqo kubathengi.
Dala izimpikiswano zakho eziqine kakhulu ngokuqukethwe okugunyaziwe, ubuchwepheshe bokuhlela ummeli, nezindlela ezichaza umkhakha.
Isixazululo esibanzi kakhulu sokuphatha zonke izidingo zakho zentela eziyinkimbinkimbi nezikhulayo kanye nokuhambisana.
Finyelela idatha yezezimali engenakuqhathaniswa, izindaba, nokuqukethwe ekugelezeni komsebenzi okwenziwa ngendlela oyifisayo kuyo yonke ideskithophu, iwebhu, neselula.
Buka iphothifoliyo engenakuqhathaniswa yedatha yemakethe yesikhathi sangempela neyomlando, kanye nemininingwane evela emithonjeni yomhlaba kanye nochwepheshe.
Landela ngomkhondo abantu nezinhlangano ezisengozini enkulu emhlabeni wonke ukuze uthole ubungozi obufihliwe ebhizinisini nasebudlelwaneni bomuntu siqu.