Ntawm ib sab tes, muaj kev rov pib tsim khoom los ntawm cov chaw tsim khoom txhuas hauv Middle Eastern, thaum ntawm qhov tod tes, kab liab ntawm lub peev xwm tsim khoom hauv tsev raug kaw. Kev muab khoom txhuas thoob ntiaj teb tab tom ntsib 'kev sib tsoo ntawm Sab Hnub Tuaj thiab Sab Hnub Poob'.

Sab Hnub Poob: Middle East rov pib tsim khoom ntau dua li qhov xav tau

Raws li daim ntawv tshaj tawm ntawm CCMN platform rau lub Xya Hli 15, kev rov pib dua ntawm lub peev xwm tsim khoom txhuas hauv Middle East tau dhau qhov kev cia siab, ua rau lub hauv paus tseem ceeb ntawm kev hloov pauv qauv no. Kev cuam tshuam ntawm kev muab khoom hauv cheeb tsam tau raug ua tiav sai sai los ntawm kev rov pib dua ntawm kev tsim khoom hauv zos.

Lub chaw ua hlau EGA hauv tebchaws United Arab Emirates tau rov qab kho dua 7% ntawm nws lub peev xwm electrolytic cell, thiab lub Hoobkas alumina yuav rov qab zoo li qub txog 50% hauv lub sijhawm luv luv. Nws yuav rov pib ua tiav tag nrho thaum kawg ntawm lub xyoo. Alba thiab Qatarum, ob lub Hoobkas txhuas loj, tau nce lawv cov khoom tsim tawm tag nrho ntawm 300000 tons hauv ib nrab xyoo tom ntej.

Tebchaws Europe thiab Amelikas rov pib dua 'zombie aluminium factories' tib lub sijhawm. New Madrid hauv Tebchaws Meskas thiab Slovalco hauv Norway tau rov pib tsim khoom, tab sis lub sijhawm nce mus ntev thiab qhov nce ntxiv tsawg, ua rau nws nyuaj rau ua tiav qhov sib npaug hauv lub sijhawm luv luv.

Txoj Kev Sab Hnub Tuaj: Lub qab nthab tsim khoom hauv tsev raug kaw cia

Qhov kawg ntawm qhov kev pabcuam yog hauv tebchaws. Thaum lub Tsib Hlis, kev tsim cov txhuas thawj zaug hauv tebchaws thiab cov khoom xa tawm ib nrab tiav tau nce ntxiv tib lub sijhawm, ua rau kev kub ntxhov txawv tebchaws txo qis. Tab sis lub peev xwm smelting txhuas electrolytic hauv tebchaws tau mus txog qhov txwv txoj cai.

Qhov no txhais tau tias kev rov pib tsim khoom txawv teb chaws yuav ua rau muaj kev loj hlob ntxiv, thaum kev tsim khoom hauv tsev raug txwv tsis pub ua. Cov qauv kev muab khoom ntawm "xoob hauv sab hnub poob thiab nruj hauv sab hnub tuaj" tau tshwm sim, thiab lub hwj chim ntawm ob qho kawg tau hloov pauv maj mam.

Kev ua lag luam teb tau txawv. Lub zog tseem ceeb ntawm Shanghai Aluminium tau qhib ntawm 23400 yuan / ton hnub no, nrog rau qhov siab tshaj plaws ntawm 23415 yuan / ton. Tus nqi tshiab tshaj plaws yog 23225 yuan / ton, txo qis 15 yuan (lub sijhawm hloov tshiab: 12:53). Tus nqi tshiab tshaj plaws ntawm Lunan Aluminium yog 3184.50 Asmeskas duas las ib ton, nce 7.50 Asmeskas duas las (hloov kho thaum 12:53).

Tus nqi nruab nrab ntawm A00 txhuas hauv kev lag luam Yangtze River tau tshaj tawm ntawm 23180 yuan / ton, txo qis ntawm 90 yuan; Tus nqi nruab nrab rau kev castingtxhuas hlauADC12 yog 24000 yuan / ton, thiab tus nqi nruab nrab rau A356.2 yog 23600 yuan / ton. Tsis ntev los no, ob qho tib si Shanghai Futures Exchange thiab LME cov khoom muag tau txo qis, ua rau lub zog rov pib dua.

Kev Ntshai: Kab twg ua rau qhov sib npaug puas ua ntej

Leej twg yuav ua ntej qhov kev sib cav sib ceg ntawm kev loj hlob ntxiv hauv Middle East thiab lub qab nthab hauv tebchaws? Yog tias kev rov pib tsim khoom sai dua, qhov sib txawv thoob ntiaj teb yuav nqaim dua mus rau qis dua 1.2 lab tons. Ua raws li qhov nce ntawm cov chaw tsim khoom txhuas zombie hauv Tebchaws Europe thiab Asmeskas.

Qhov kev sib tw ntawm kev muab khoom tsawg nyob rau sab hnub tuaj thiab kev muab khoom tsis txaus nyob rau sab hnub poob yuav txiav txim siab qhov kev taw qhia nruab nrab ntawm tus nqi txhuas. Qhov tshwm sim ntawm ob qho kev sib ntaus sib tua no yuav raug txiav txim siab los ntawm qhov ceev ntawm kev hloov pauv khoom muag.