Iska yaree hantida 10%! Miyay Glencore kaash ka bixin kartaa Aluminium Century iyo 50% tacriifada aluminiumka ee Maraykanka waxay noqon kartaa "furaha laga baxo"?

Noofambar 18-keedii, shirkadda weyn ee badeecooyinka caalamiga ah ee Glencore waxay dhammaystirtay dhimista saamigeeda Century Aluminium, soo saaraha aluminium aasaasiga ah ee ugu weyn Mareykanka, min 43% ilaa 33%. Hoos u dhigista hantida waxay ku beegan tahay daaqad faa'iido weyn leh iyo korodhka qiimaha saamiyada ee aluminium aluminium maxaliga ah ka dib kororka tacriifadaha aluminiumka ee Maraykanka, taas oo u oggolaanaysa Glencore inuu gaaro malaayiin doolar oo maalgashi ah.

Asalka udub-dhexaadka ah ee isbeddelka sinnaanta ayaa ah hagaajinta siyaasadaha tacriifada Maraykanka. Bishii Juun 4-teedii ee sanadkan, maamulka Trump ee Mareykanka ayaa ku dhawaaqay in uu laba jibaari doono canshuuraha soo dejinta aluminiumka ilaa 50%, iyada oo ujeedadu tahay siyaasad cad oo lagu dhiirigelinayo maalgashiga warshadaha aluminium ee maxaliga ah iyo wax soo saarka si loo yareeyo ku tiirsanaanta aluminiumka dibadda laga keeno. Markii siyaasaddan la hirgeliyay, isla markiiba waxay beddeshay habka wax-soo-saarka iyo dalabka ee Maraykankasuuqa aluminium- Qiimaha aluminiumka la soo dhoofiyo ayaa si weyn u kordhay sababtoo ah canshuuraha, iyo aluminium aluminium maxaliga ah ayaa helay saamiga suuqa iyada oo loo marayo faa'iidooyinka qiimaha, oo si toos ah uga faa'iideysanaya Aluminium Century oo ah hogaamiyaha warshadaha.

Maadaama ay tahay saamiga ugu weyn ee muddada dheer ee Aluminium Century, Glencore waxay leedahay xiriir silsilad warshadeed oo qoto dheer oo ay la leedahay shirkadda. Macluumaadka dadwaynaha ayaa muujinaya in Glencore aysan ku haysan oo kaliya sinnaanta Aluminium Century, laakiin sidoo kale waxay ka ciyaartaa door muhiim ah oo laba geesood ah: dhinaca kale, waxay siisaa alumina alaabta ceeriin ee asaasiga ah ee Aluminium Century si loo hubiyo xasilloonida wax soo saarka; Dhanka kale, waxay mas'uul ka tahay inay hoos u dhigto ku dhawaad ​​dhammaan alaabada aluminium ee Aluminium Century ee Waqooyiga Ameerika oo ay siiso macaamiisha gudaha ee Mareykanka. Qaabkan iskaashiga laba-geesoodka ah ee "Sinaanta+silsiladda warshadaha" waxay awood u siinaysaa Glencore inay si sax ah u qabato isbedbeddelka waxqabadka hawlgalka iyo isbeddelada qiimeynta Aluminium Century.

Faa'iidada tacriifadu waxay saameyn weyn ku leedahay waxqabadka Aluminium Century. Xogtu waxay muujineysaa in wax soo saarka aluminium ee Century Aluminium uu gaarey 690000 tan sanadka 2024, isagoo kaalinta koowaad ka galay shirkadaha wax soo saarka aluminium ee aasaasiga ah ee Mareykanka. Marka loo eego Kormeeraha Xogta Ganacsiga, mugga soo dejinta aluminiumka Mareykanka ee 2024 waa 3.94 milyan oo tan, taasoo muujineysa in aluminiumka la soo dhoofiyo uu wali ku leeyahay saami suuq oo muhiim ah Mareykanka. Kordhinta tacriifta ka dib, soo saarayaasha aluminium ee dibedda laga keeno waxay u baahan yihiin inay ku daraan 50% qiimaha tacriifta ee xigashooyinka, taasoo keentay hoos u dhac weyn oo ku yimid tartankooda qiimaha. Qiimaha suuqa ee awoodda wax-soo-saarka gudaha ayaa la muujiyey, iyadoo si toos ah kor ugu qaadeysa kobaca faa'iidada iyo korodhka qiimaha saamiyada ee Aluminium Century, abuurista xaalado wanaagsan oo hoos u dhaca faa'iidada Glencore.

In kasta oo Glencore ay hoos u dhigtay saamigeeda 10%, haddana waxay ku adkaysanaysaa booskeeda inay tahay saamiga ugu weyn ee Aluminium Century oo leh 33% saamiga, iyo iskaashiga silsiladeeda warshadaha ee Aluminium Century isma beddelin. Falanqeeyayaasha suuqa ayaa tilmaamay in dhimistan hanti-hayntu ay noqon karto hawlgal weji ah oo Glencore ah si loo wanaajiyo qoondaynta hantida. Ka dib markii ay ku raaxaystaan ​​faa'iidooyinka saamiyada siyaasadda tariifka, waxay wali la wadaagi doontaa qaybinta muddada dheer ee horumarinta warshadaha aluminium ee gudaha Maraykanka iyada oo loo marayo booska xakamaynta.