He tohu rerekē ngā whiwhinga moni a Alcoa mō te hauwhā tuarua o te tau 2026 ki ngā mākete konumohe o te ao.

I te hauwhā tuarua, i piki ake te moni whiwhi a te kamupene konumohe nui o Amerika mā te 31% i ia tau ki te $3.97 piriona, he rekoata teitei rawa atu tēnei i roto i ia hauwhā nā te pikinga o ngā utu konumohe me te tīmatanga anō o te kaha whakarewa i kore e mahi i mua.

I eke te EBITDA kua whakatikatikaina mō te wāhanga konumohe ki te $1.07 piriona, he nui ake i ngā whakatau tata a ngā kaitātari.

Heoi anō he arotakenga ki raro kiaratohu putanga alumina tau katoakua whakamāmā i ngā hua kaha o ia hauwhā.

I tapahia tika e te aratohu ngā tohu ki ngā arai whakahaere i tana whare whakapai hinu Pinjarra alumina i Te Tai Hauāuru o Ahitereiria.

I te mutunga o Poutū-te-rangi i puta tuatahi mai te kore pumau o te whakaputanga i te whare hanga, ā, nā te aukatinga o te tuku hau maori i puta mai i te Āwhiowhio o Narelle i kaha ake ai te aukati i te whakaputanga.

Hei tētahi o ngā rawa whakaputa alumina nui rawa atu a Alcoa, he pūnga nui a Pinjarra i roto i te mekameka tuku o te ao, nā te mea ko te alumina te rauemi takawaenga nui i waenga i te keri bauxite me te whakarewa konumohe tuatahi.

E matapaetia ana e te kamupene te hanga alumina i te tau 2026 o te 9.5~9.6 miriona tana metrika, he heke iho i tana matapae o mua o te 9.7~9.9 miriona tana metrika, me te whakaiti anō hoki i te aratohu rahinga tuku.

He mea nui kia mōhiotia, i puritia e Alcoa āna whāinga matua mō te hanga me te tuku konumohe kāore i whakarerekētia.

Ko te iti o te tuku alumina e hangai ana ki te whānuitanga o te papamuri outu konumohe pumaukaha.

Kua piki ake ngā utu konumohe o te ao mā te tata ki te 20% i roto i ngā marama 12 kua pahure ake nei, nā ngā raruraru tuku hiko i te Waenganui Rawhiti me te whakaae a te mākete ka nui ake te hiahia mai i te whakawhānui i te whatunga hiko, te hanganga pokapū raraunga me te whakawhiti hiko o te ao i te kaha whakaputa piki haere.

Ko te hokonga mai a Alcoa i ngā rawa alumina, konumohe me te bauxite a South32 mō te $5.6 piriona, e whakakaha ana i te tirohanga pikinga mō te tono mō te wā roa a te umanga, ahakoa kei te mau tonu ngā here mō te wā poto ki runga ake.

Ka āta horapa te iti o te tuku konumohe ki ngā mākete hua konumohe whakarewa i te awa whakarunga.

Mō ngā kaihoko ahumahi puta noa i te ao, ko te tikanga o tēnei he pēhanga utu tonu mō ngā pepa konumohe hurihuri-papatahi, ngā pae totoka kua whakaputaia me ngā ngongo kumea kore hononga, ngā rauemi taketake mō ngā taputapu haurua-ira, ngā hanganga pūngao whakahou me ngā kaupapa whakamama i ngā motuka.

Kua tino hira ngā hononga rautaki ki ngā kaiwhakarato mō ngā tīma hokohoko puta noa i Amerika Te Raki, i Ūropi me Āhia ki te Tonga hei whakaiti i te piki me te heke o ngā utu me ngā mōrearea mō te wā arahi.

Ka whakaratohia e mātou te pumau o te tuku taonga mā ngā kaihoko e whakatere ana i te koretake o te mākete.

Hei kaiwhakarato whakauru e tohunga ana kingā pepa konumohe, ngā pae, ngā ngongome te miihini CNC tino tika, ka pupuri tonu mātou i ngā taumata rarangi rautaki o te 5052, 5083 me ētahi atu koranu matua, i hangaia katoa i runga i te tino tutuki i ngā paerewa ASTM me EN.

Ka tukuna e tā mātou tīma mīhini o roto ngā wāhanga kua oti te hanga kia pakari te manawanui, me ngā pūrongo whakamātautau rauemi katoa e whakaratohia ana mō ia ota hei whakarite kia taea te whai i ngā mea katoa.

Mā te rapu rauemi matatau ka tiakina ō wātaka whakaputa me tō tahua.

Whakapā mai ki tā mātou tīma hokohoko hangarau i tēnei rā tonu hei tono i tētahi whakatau utu ritenga mō ō rauemi konumohe me ō whakaritenga miihini ritenga, me te raka i te tuku pono mō ō mahere whakaputa mō te haurua tuarua o te tau 2026.