UMysteel ukholelwa ukuba imeko yeRussia neUkraine iya kubonelela ngenkxaso enamandla kumaxabiso e-aluminium ngokweendleko kunye nezinto ezifunekayo. Njengoko imeko iqhubeka imbi phakathi kweRashiya neUkraine, amathuba okuba i-rusal iphinde inikwe isohlwayo ayanda, kwaye imakethi yaphesheya ixhalabile ngakumbi malunga nokuncipha kokunikezelwa kwe-aluminium. Ngowama-2018, emva kokuba i-US ibhengeze isohlwayo nxamnye neRusal, i-Aluminium yanda ngaphezulu kwama-30% kwiintsuku ezili-11 zorhwebo ukuya kwinqanaba eliphezulu leminyaka esixhenxe. Esi siganeko saphazamisa uthungelwano lwe-aluminium lwehlabathi, olwathi ekugqibeleni lwasasazeka kumashishini okuvelisa asezantsi, ikakhulu e-United States. Njengoko iindleko zazinyuka, amashishini agqithiswa, kwaye urhulumente wase-US kwafuneka asuse isohlwayo nxamnye neRusal.
Ukongeza, kwicala leendleko, ezichatshazelwe yimeko eRashiya naseUkraine, amaxabiso egesi aseYurophu anyukile. Ingxaki eUkraine inyuse amathuba okubonelela ngamandla eYurophu, esele ikwingxaki yamandla. Ukusukela kwisiqingatha sesibini sowama-2021, ingxaki yamandla aseYurophu ikhokelele ekunyukeni kwamaxabiso amandla kunye nokwanda kokuncitshiswa kwemveliso kwiifektri ze-aluminium zaseYurophu. Ukungena kowama-2022, ingxaki yamandla aseYurophu isavunda, iindleko zamandla zihlala ziphezulu, kwaye amathuba okwandiswa ngakumbi kokuncitshiswa kwemveliso yeenkampani ze-aluminium zaseYurophu ayanda. Ngokutsho kweMysteel, iYurophu ilahlekelwe ziitoni ezingaphezu kwama-800,000 ze-aluminium ngonyaka ngenxa yeendleko eziphezulu zombane.
Ngokwembono yempembelelo kwicala lokubonelela kunye nemfuno kwimarike yaseTshayina, ukuba iRusal iphinda iphantsi kwesohlwayo, ixhaswa kukuphazamiseka kwicala lokubonelela, kulindeleke ukuba amaxabiso e-aluminium e-LME asenendawo yokunyuka, kwaye umahluko wamaxabiso angaphakathi nangaphandle uya kuqhubeka nokukhula. Ngokwezibalo zeMysteel, ekupheleni kukaFebruwari, ilahleko yokungenisa i-aluminium e-electrolytic yaseTshayina ibe phezulu ukuya kwi-3500 yuan/ton, kulindeleke ukuba ifestile yokungenisa yemarike yaseTshayina iya kuqhubeka ivaliwe kwixesha elifutshane, kwaye umthamo wokungenisa i-aluminium yokuqala uya kwehla kakhulu unyaka nonyaka. Ngokuphathelele ukuthunyelwa kwamanye amazwe, ngo-2018, emva kokuba iRusal ibekwe isohlwayo, isigqi sokubonelela kwimarike ye-aluminium yehlabathi saphazamiseka, nto leyo eyanyusa iprimiyamu ye-aluminium yaphesheya, ngaloo ndlela iqhuba umdla wokuthunyelwa kwamanye amazwe ngaphakathi. Ukuba isohlwayo siyaphindwa ngeli xesha, imakethi yaphesheya ikwinqanaba lokubuyisela imfuno emva kobhubhane, kwaye kulindeleke ukuba ii-odolo zokuthumela ngaphandle zemveliso ye-aluminium zaseTshayina kulindeleke ukuba zinyuke kakhulu.
Ixesha lokuthumela: Matshi-01-2022