Shirkadda weyn ee khamriga ee Maraykanka ah ayaa shaaca ka qaaday 5-tii Luulyo in maamulka Trump ee 50% ee tacriifta aluminiumka dibedda laga keeno ay keeni doonto koror ku dhawaad $20 milyan oo kharash ah sanad maaliyadeedkan, taasoo riixeysa Waqooyiga Ameerika.warshadaha aluminiumsilsilad ilaa safka hore ee ciyaarta. Inkasta oo cabitaannada khamriga ee Mexico ay weli ku raaxaystaan cashuur dhaafka, biirka ku jira gasacadaha aluminiumku waxay ku xiran yihiin canshuur cusub, si toos ah u saameeya faa'iidada faa'iidada shirkadaha. Dagaalkan tarifka ah ee u muuqda ee lagu beegsanayo warshadaha aluminiumka ayaa dhab ahaantii daaha ka qaadaya iska hor imaadyada qoto dheer ee u dhexeeya shirkadaha caalamiga ah iyo siyaasad-dejiyeyaasha marka loo eego qaabaynta silsiladda sahayda caalamiga ah.
Gudbinta kharashka: 'biilka canshuurta aan la arki karin' ee gasacadaha biirka
Marka loo eego sumadda Constellation, noocyada biirka sida Corona iyo Modro waxay si buuxda ugu tiirsan yihiin gasacadaha aluminium ee laga keeno Mexico, iyo siyaasadda cusub ee tariiftu waxay kordhisay qiimahooda aluminiumka qiyaastii $1200 halkii ton. Inkasta oo CFO Gals Hankinson ay xoogga saartay "dhibaatka ku saabsan wareejinta si buuxda," suuqu wuxuu ka jawaabay: qiimihiisu wuxuu hoos u dhacay 31% sanadka gudihiisa, qiimihiisu suuqa ayaa uumi baxay in ka badan $13 bilyan. Waxa xiiso leh, Ururka Canadian Aluminum Association ayaa shaaca ka qaaday in heerka fulinta dhabta ah ee canshuuraha aluminiumka Kanada ee Maraykanku uu yahay 65% oo kaliya ee qadarka la sheegay, taas oo muujinaysa in shirkaduhu ay iska ilaalin karaan kharashyada qaar iyada oo loo marayo ganacsiga gaadiidka, laakiin hawlgalkan cawl ayaa wajahaya khatarta dib u eegista kastamka.
Dib-u-habaynta silsiladda sahayda: Istaraatiijiyada xayndaabka Aluminiumka Kanada'
Si loola tacaalo saameynta canshuuraha, shirkadaha aluminium ee Kanada waxay dardar gelinayaan kor u qaadida awoodda. Alumina Alouette waxay ku maalgelisay $ 1.1 bilyan si ay u ballaariso smelter-keeda Quebec, iyada oo la filayo awoodda wax soo saarka ee 650000 tan 2026, 40% korodhka heerka hadda jira. Tallaabadani ma aha oo kaliya in la daboolo baahida Maraykanka, laakiin sidoo kale loogu talagalay in lagu qabto suuqa Yurub - ka dib markii Midowga Yurub uu ku soo rogay khidmadaha dheeraadka ah ee aluminiumka la soo dhoofiyo sababtoo ah canshuuraha kaarboonka, tartanka aluminium Canadian ee goobta wax soo saarka baabuurta ayaa si weyn u kordhay. Jean Simard, oo ah Maamulaha Ururka Aluminium ee Kanada, ayaa shaaca ka qaaday in haddii canshuuraha Mareykanka ay sii socdaan illaa 2026, dowladdu ay dhaqaajin karto "Sanduuqa Xasilinta Warshadaha" si loo yareeyo cadaadiska ganacsiga iyada oo loo marayo credit credits ama deynta dulsaarka hoose.
Dagaalka Warshadaha: Is jiid jiidka dagaalka u dhexeeya awoodda qiimaha iyo ciyaarta siyaasadda
Warbixinta maaliyadeed ee Alcoa waxay muujinaysaa in Q1 2025, ay la kulantay khasaare dhan $ 20 milyan sababtoo ah canshuuraha, khasaaraha la filayo ee Q2 ayaa la filayaa inuu kordho $ 90 milyan. Si kastaba ha ahaatee, qiimaha saamiyadeedu wuxuu kor u kacay 12% marka loo eego isbeddelka, taasoo ka tarjumaysa rajada suuqa ee tariifooyinka muddada dheer. Iska hor imaadkani wuxuu ka yimaadaa cilladaha qaabdhismeedka gudaha gudaha gudaha Mareykanka: inkasta oo canshuuraha ujeedadoodu tahay in dib loo soo nooleeyo warshadaha maxalliga ah, awoodda dhalaalidda aluminium ee Maraykanka waa 670000 oo kaliya (in ka yar 1/4 ee Shiinaha), iyo dib u bilaabista awoodda shaqo la'aanta waxay u baahan tahay kordhinta maalgashiga 3.6. Isla mar ahaantaana, Alcoa North America, oo ah shirkad Meksiko ah, ayaa noqotay guuleyste qarsoon oo hoos yimaada canshuuraha iyada oo si toos ah isku dhejisa "bauxite alumina electrolytic aluminium" si loo xakameeyo qiimaha guud ee ka hooseeya $ 2500 halkii ton.
Fission Consumer: 'Kacaanka Cagaaran' ee Beer Can
Cadaadiska tarifka ayaa keenaya isbeddelka tignoolajiyada ee warshadaha. Astaanta Xiddigaha waxay iskaashi la samaysaa Shirkadda Ball si ay u horumariso gasacadaha aluminiumka khafiifka ah, hoos u dhigista isticmaalka aluminiumka qasacad kasta laga bilaabo 13.6 garaam ilaa 9.8 garaam iyo badbaadinta $0.35 sanduuqiiba. Haddii istiraatiijiyaddan "dhimista" ay caan noqoto, waxay hoos u dhigi kartaa isticmaalka aluminium ee sanadlaha ah ee warshadaha biirka ee Maraykanka 120000 tan, oo u dhiganta hoos u dhigista mugga soo dejinta ee 30 maraakiibta xamuulka ah. Laakiin hagaajinta deegaanka waxay u baahan tahay iskaashiga dhammaan silsiladda warshadaha - heerka dib u warshadaynta aluminium ee Mareykanka ayaa ka kordhay 50% 2019 ilaa 68% 2025, laakiin awoodda wax soo saarka ee aluminium dib loo warshadeeyay ayaa wali ka dambeysa heerka kobaca baahida, taasoo keentay qiimaha sare ee aluminium aasaasiga ah.
Muraayad Juqraafiyeed: Dhibaatada "De Sinicization" ee Wershadaha Aluminium ee Waqooyiga Ameerika
Inkasta oo Maraykanku uu isku dayay inuu dib u habeeyo silsiladda aluminiumka iyada oo loo marayo canshuuraha, Shiinaha ayaa weli ah soo saaraha ugu weyn adduunka ee aluminium dib loo warshadeeyay (la xisaabtamayay 35% 2025). Shirkadaha aluminium ee Kanada ayaa bilaabay inay Shiinaha ka soo dejiyaan aluminiumka dib loo warshadeeyay oo ay ku farsameeyaan badeecooyin heersare ah oo loo dhoofiyo si looga fogaado canshuuraha. Tani "istiraatiijiyad wareeg ah" waxay keentay 45% korodhka sanadlaha ah ee dhoofinta dhabta ah ee aluminiumka dib loo warshadeeyay ee Shiinaha ilaa Maraykanka. Waxaa xusid mudan in Ururka Aluminium ee Yurub uu dacwad u gudbiyay WTO, isagoo ku eedeeyay canshuuraha Mareykanka inay jabiyeen heshiisyada ganacsiga xorta ah. Haddii xukunka la taageero, waxay kicin kartaa naxdin labaad silsiladda warshadaha aluminium ee caalamiga ah.
Dagaalka dahsoon ee ku saabsan awooda qiimaynta kheyraadka ayaa ka sii kordhaya inta u dhaxaysa miinada naxaasta ee Andes iyo aluminium smelters ee Waqooyiga Ameerika. Marka tacriifadu noqdaan hubka caadiga ah ee ciyaaraha ganacsiga, shirkaduhu waxay heli karaan oo kaliya dheelitirka u dhexeeya kharashka u hoggaansanaanta iyo hal-abuurka tignoolajiyada si ay ugu sii hayaan dhulkooda silsiladda sahayda caalamiga ah ee jeexan.
Waqtiga boostada: Jul-08-2025