Njengoko amaxabiso e-aluminium enyuka ukuya kwi-13 leminyaka ephezulu, isilumkiso seziko: imfuno idlulile kwincopho yayo, amaxabiso e-aluminiyam anokuhla.

Ngaphantsi kwe-dual stimulus of demand recovery and supply chain disruption, amaxabiso e-aluminiyam anyuke ukuya kwi-13 yeminyaka ephezulu. Kwangaxeshanye, amaziko ahlukene kwicala lekamva leshishini. Abanye abahlalutyi bakholelwa ukuba amaxabiso e-aluminium aya kuqhubeka nokunyuka. Kwaye amanye amaziko sele eqalisile ukukhupha izilumkiso zentengiso yeebhere, esithi incopho ifikile.

Njengoko amaxabiso e-aluminium eqhubeka nokunyuka, i-Goldman Sachs kunye ne-Citigroup baye baphakamisa ukulindela kwabo kumaxabiso e-aluminium. Uqikelelo lwamva nje lwe-Citigroup kukuba kwiinyanga ezintathu ezizayo, amaxabiso e-aluminium anokunyuka aye kwi-US $ 2,900 / ton, kunye ne-6-12-inyanga amaxabiso e-aluminium anokwenyuka aye kwi-US $ 3,100 / toni, njengoko amaxabiso e-aluminium aya kutshintsha ukusuka kwimarike yenkunzi yebhayisikile ukuya kwisakhiwo. imarike yenkomo. Ixabiso eliqhelekileyo le-aluminium lilindeleke ukuba libe yi-US $ 2,475 / ton kwi-2021 kunye ne-US $ 3,010 / ton kunyaka ozayo.

I-Goldman Sachs ikholelwa ukuba imbonakalo yokuthengiswa kwehlabathi jikelele inokuwohloka, kwaye ixabiso le-aluminium yexesha elizayo lilindeleke ukuba liphakame ngakumbi, kwaye ixabiso elijoliswe kuyo le-aluminium yexesha elizayo kwiinyanga ezizayo ze-12 liphakanyiswe kwi-US $ 3,200 / ton.

Ukongezelela, i-economist eyintloko ye-Trafigura Group, inkampani yokurhweba ngempahla yamazwe ngamazwe, iphinde yatshela amajelo ngoLwesibini ukuba amaxabiso e-aluminium aya kuqhubeka ebetha irekhodi eliphakamileyo kumxholo wemfuno eqinile kunye nokunciphisa ukusilela kwemveliso.

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Ilizwi elisengqiqweni

Kodwa kwangaxeshanye, amazwi angakumbi aqala ukucela ukuba imarike izole. Umntu ofanelekileyo ophethe i-China Nonferrous Metals Industry Association uthe kungekudalanga ukuba amaxabiso aphezulu e-aluminiyam aphindaphindwayo asenokungaqhubeki, kwaye kukho "imingcipheko emithathu engaxhaswanga kunye nemibini emikhulu."

Umntu ophetheyo wathi izinto ezingaxhasi ukunyuka okuqhubekayo kwamaxabiso e-aluminium ziquka: akukho nqongophala ebonakalayo yokubonelela nge-electrolytic aluminium, kwaye imboni yonke yenza yonke imizamo yokuqinisekisa ukubonelela; ukunyuka kweendleko zokuvelisa i-aluminiyam ye-electrolytic ngokucacileyo akukho phezulu njengokunyuka kwexabiso; ukusetyenziswa kwangoku akulunganga ngokwaneleyo ukuxhasa Amaxabiso aphezulu kangaka aluminiyam.

Ukongezelela, wakhankanya nomngcipheko wokulungiswa kweemarike. Uthe ukonyuka okukhulu kwamaxabiso akhoyo ngoku kubangele ukuba iinkampani zokulungisa i-aluminiyam zibe lusizi. Ukuba amashishini asezantsi agqithisekile, okanye nokuba amaxabiso aphezulu e-aluminium athintele ukusetyenziswa kwe-terminal, kuya kubakho izinto ezizezinye, eziza kugubha isiseko sokunyuka kwexabiso kwaye zikhokelela kwixabiso elibuyisela ngokukhawuleza kwinqanaba eliphezulu ngexesha elifutshane, ukwenza umngcipheko wenkqubo.

Umntu ophetheyo uphinde wakhankanya impembelelo yokuqiniswa kwemigaqo-mali yeebhanki eziphambili kwihlabathi kumaxabiso e-aluminium. Uthe imeko yokunciphisa imali ngendlela engazange ibonwe ngaphambili ngoyena mqhubi walo mjikelo wamaxabiso ezinto ezithengiswayo, kwaye xa isantya semali sihlile, amaxabiso eemveliso nawo ayakujongana nemingcipheko enkulu yenkqubo.

UJorge Vazquez, umlawuli olawulayo we-Harbour Intelligence, inkampani yokucebisa yase-US, ukwavumelana ne-China Nonferrous Metals Industry Association. Uthe imfuno ye-aluminium idlulile incopho yayo ye-cyclical.

"Sibona ukukhawuleza kwemfuno yesakhiwo e-China (ye-aluminium) iyancipha", umngcipheko we-industry recession uyanda, kwaye amaxabiso e-aluminium anokuba sengozini yokuwa ngokukhawuleza, uVazquez uthe kwinkomfa yoshishino lwe-Harbour ngoLwesine.

I-Guinea coup iphakamise inkxalabo malunga nokuphazamiseka kwekhonkco lokubonelela nge-bauxite kwimarike yehlabathi. Nangona kunjalo, iingcali kwishishini le-bauxite yelizwe ziye zathi ubhukuqo akunakwenzeka ukuba lube nefuthe elikhulu lexesha elifutshane ekuthunyelweni ngaphandle.


Ixesha lokuposa: Sep-13-2021