A ranar 4 ga Maris, 2026, a cewar rahotannin kafofin watsa labarai na ƙasashen waje, kamfanin hakar ma'adinai na duniya Rio Tinto yana la'akari sosai da sake fara samar da ƙarfin samar da aluminum mai amfani da wutar lantarki a injin haƙar aluminum na Te Wai Point kusa da Bluff, New Zealand - jerin electrolytic na lamba 4. Babban fa'idar wannan shirin sake farawa shine ci gaba da hauhawar farashin aluminum na ƙasashen duniya, wanda ya inganta yuwuwar tattalin arzikin aikin sosai.

An ruwaito cewa farashin aluminum na ƙasashen duniya ya yi aiki sosai kwanan nan, inda ya zarce alamar $3,000 a kowace tan kuma a halin yanzu yana kusa da babban abin tarihi na $3,148, wanda ke nuna ƙaruwar kashi 24% tun daga ƙarshen Maris na wannan shekarar. Bayan wannan hauhawar farashin akwai abubuwa kamar faɗaɗa gibin da ake sa ran samu a duniya na samar da wutar lantarki da kuma ƙara tsaurara samar da wutar lantarki saboda rufe wasushuke-shuken aluminum, wanda ya ƙara haɓaka ƙimar farashin aluminum kuma ya sa ƙarfin samarwa da ba a yi aiki da shi ba a baya saboda matsalolin farashi da ya kamata a sake farawa. Ya kamata a lura cewa farashin aluminum na London Metal Exchange ya kai sama da $3,254 a kowace tan yayin ciniki a ranar 4 ga Maris, tare da ƙaruwar cikin rana sama da kashi 3.8%, wanda ya sanya sabon matsayi na baya-bayan nan. Hankalin kasuwa game da yanayin farashin aluminum na gaba yana ci gaba da hauhawa.

Bayanan jama'a sun nuna cewa jerin na'urar lantarki mai lamba 4 ta na'urar rage ƙarfin lantarki ta Te Wai Point ta tilasta dakatar da samarwa a farkon barkewar COVID-19 a shekarar 2020 kuma tun daga lokacin take aiki. A matsayinta na muhimmin tushen samar da aluminum na Rio Tinto a New Zealand, na'urar rage ƙarfin lantarki ta dogara sosai kan samar da wutar lantarki, kuma farashin wutar lantarki shi ma muhimmin abu ne da ke shafar sake kunna wutar lantarki. Tun daga shekarar 2024, Rio Tinto ya fara shirye-shiryen farko kuma ya fara neman shawarwarin haɗin gwiwa daga masu samar da wutar lantarki da ke sha'awar tallafawa shirin sake kunna wutar lantarki, yana shimfida harsashin sake kunna wutar lantarki. Kafin wannan, na'urar rage ƙarfin lantarki ta cimma yarjejeniyoyi na dogon lokaci tare da masu samar da wutar lantarki da yawa, suna ba da garantin asali don samarwa da aiki.

Dangane da ci gaban da aka samu na wannan sake fara amfani da ƙarfin samarwa, wani mai magana da yawun Rio Tinto ya bayyana a sarari cewa ba a yanke shawara ta ƙarshe kan sake farawa ba tukuna, amma tattaunawa da masu samar da wutar lantarki suna ci gaba da tafiya a hankali, kuma ana gudanar da ayyukan shirye-shirye masu dacewa cikin tsari. Masu sharhi a masana'antu sun yi nazari cewa idan aka sake fara amfani da jerin electrolysis na lamba 4 cikin nasara, zai rage ƙarancin wadatar aluminum na electrolytic a duniya, kuma a lokaci guda, zai kuma taimaka wa Rio Tinto ta yi amfani da damar kasuwa ta yanzu ta farashin aluminum mai yawa da kuma haɓaka ribar kamfanin.

Daga mahangar yanayin kasuwa gabaɗaya, kasuwar aluminum ta duniya ta ga ci gaba mai ƙarfi tun farkon 2026. Farashin aluminum na LME na watanni uku ya kai kololuwar $3,295.5 a kowace tan, wanda hakan ya nuna matsayi mafi girma tun daga Afrilu 2022. An danganta hauhawar farashin aluminum da haɗuwar tasirin abubuwa da yawa, gami da sake kimanta ƙarancin albarkatu, sake gina farashin makamashi, da kuma ƙimar haɗarin siyasa. Rahoton bincike na Goldman Sachs ya annabta cewa matsakaicin farashin aluminum na musayar ƙarfe na London (LME) a ​​rabin farko na 2026 zai kasance kusan $3,150 a kowace tan. Idan aka ci gaba da kawo cikas ga samar da kayayyaki, farashin aluminum na iya ma tashi zuwa $3,600 a kowace tan a matakai, wanda zai samar da yanayi mai kyau na kasuwa ga Rio Tinto don sake fara samar da kayansa ba tare da aiki ba.