Suuqa caalamiga ah ee aluminiumka qalalaasaha alaabada hoose ayaa sii xoogeysanaya, khatarta yaraanta qaab dhismeedka ayaa soo food leh

Aluminiumka Sarrifka Birta ee London (LME) wuxuu ku sii socdaa inuu hoos u dhaco, isagoo hoos ugu dhacaya 322000 tan laga bilaabo Juun 17, isagoo ku dhufanaya mid cusub ilaa 2022 iyo hoos u dhac weyn oo ah 75% halkii ugu sarreysay laba sano ka hor. Xogtan ka dambeysa waa ciyaar qoto dheer oo sahayda iyo dalabka suuqa aluminiumka: qiimaha booska saddexda bilood ee aluminiumku wuxuu ka beddelay qiimo dhimis $ 42 / ton bishii Abriil, qiimaha kordhinta habeenkii ayaa kor u kacay ilaa $ 12.3 / ton, taasoo ka tarjumaysa cadaadiska boosaska dheer si loo tuujiyo boosaska.

Qalalaasaha alaabada: hoos u dhaca qulqulka oo ku xidhan ciyaaraha juqraafiga

Tan iyo bishii Juun, kaliya 150 tan oo rasiidhada bakhaar ah ayaa loo diiwaan geliyay agabka aluminiumka LME, saddex-meelood laba meeloodna alaabada hadda jirta waa aluminium Ruush ah oo ay mamnuuceen Mareykanka iyo UK. Shiinaha ayaa dardar galiyay nuugista 741000 tan oo aluminium Ruush ah laga bilaabo Jannaayo ilaa Abriil, korodhka sanadlaha ah ee 48%. Si kastaba ha ahaatee, awoodda wax soo saarka aluminium elektrolytka gudaha ayaa soo dhawaaday saqafka siyaasadda ee 45 milyan oo tan, iyo alaabada xilligii hore waxay si isku mid ah hoos ugu dhacday 16 bilood hoose. Marka la eego cadaadiska saadka iyo baahida, qulqulka suuqa aluminiumku wuxuu muujinayaa isbeddel "laba dil" ah.

Dib-u-habaynta Ganacsiga: Isbeddellada Qarsoon ee Socodka Aluminiumka Qashinka ah

Habka ganacsiga caalamiga ah ee qashinka aluminiumku wuxuu ku socdaa isbeddel weyn: Maraykanku wuxuu isticmaalayaa ka-dhaafitaannada canshuuraha si uu u soo jiito soo celinta aluminiumka qashinka, taas oo saameynaysa qaabka Shiinaha ee aluminiumka dib loo warshadeeyay. Xogta ayaa muujineysa in wax soo saarka aluminium ee Shiinaha ee dib loo warshadeeyay uu gaari doono 10.5 milyan tan sanadka 2024, taasoo ka dhigan 20% wadarta aluminiumka. Si kastaba ha ahaatee, adkeynta xayiraadaha soo dejinta ee dalalka Koonfur-bari Aasiya ayaa ku qasbay shirkadaha Shiinaha inay warshado ka sameystaan Malaysia iyo Thailand si ay uga baaraandegaan qashinka tayada hooseeya. Isla mar ahaantaana, Midowga Yurub ayaa kor u qaadaya isku filnaanta dib-u-warshadaynta aluminium, iyo saamiga Japan ee aluminium dib loo warshadeeyay ayaa gaadhay 100%. Tartanka caalamiga ah ee aluminium kaarboon yar ayaa noqonaya mid sii xumaanaya.

Isbeddelka warshadaha: isbarbar socda baahida dhamaadka-sare iyo caqabadaha siyaasadda

Isbeddelka qaab dhismeedka Warshadaha Aluminium ee Shiinaha ayaa dardar gelinaya: 2024, saamiga alaabada qiimaha sare leh sida duulistataarikada aluminiumiyo foils baytariyada korontada ee wax soo saarka aluminium ee 42 milyan oo tan waxay kordhin doontaa ilaa 35%. Saamiga aluminium ee loo isticmaalo baabuurta tamarta cusub ayaa ka booday 3% sanadka 2020 ilaa 12%, taasoo noqotay mishiinka ubucda u ah kobaca baahida. Si kastaba ha noqotee, ku-tiirsanaanta dibadda ee bauxite waxay dhaaftay 70%, saqafka awoodda aluminiumka elektiroonigga ah ayaa xaddidan, oo ay weheliso cadaadiska Canshuurta Xuduudaha Kaarboon ee EU (CBAM), ballaarinta warshaduhu waxay wajahayaan caqabado badan.

Aragtida mustaqbalka: Caqabadaha qaabdhismeed ee xilliga agabka hoose

Falanqaynta waxay soo jeedinaysaa in dabeecadda tuujin aluminium ee LME ee hadda jirta ay dhaaftay mala-awaalka muddada-gaaban oo u xuubsiibtay imtixaan walaac ah oo loogu talagalay adkeysiga silsiladda sahayda aluminiumka caalamiga ah. Haddii xaaladda alaabada hoose ay sii socoto, suuqu waxa laga yaabaa inuu ka beddelo "kordhinta wareegta ah" una beddelo "yarida qaabdhismeedka". Shirkaduhu waxay u baahan yihiin inay ka digtoonaadaan saamaynta isku dhafan ee khataraha juqraafiga, isbeddelada siyaasadda ganacsiga, iyo caqabadaha awoodda, iyo horumarka tignoolajiyada aluminium ee dib loo warshadeeyey iyo meelaynta alaabta dhamaadka-sare waxay noqon kartaa furaha jabinta.