Mumamiriro ezvinhu akashata epasi rose ekutengeserana simbi, musika wekuNorth America aruminiyamu wanyura mumhirizhonga isati yamboitika, uye danho rakatorwa neRio Tinto, mugadziri mukuru wealuminium pasi rose, rakaita sebhomba rinorema, richiwedzera kusunda dambudziko iri kusvika kumawere.

Rio Tinto Surcharge: A Catalyst for Market Tension

Nguva pfupi yadarika, maererano nenhau dzenhau neChipiri, Rio Tinto Group yakawedzera muripo wayozvigadzirwa zvealuminiuminotengeswa kuUnited States, ichitaura yakaderera hesiti uye kudiwa kuri kutanga kudarika kunowanikwa. Iyi nhau yakabva yakonzera mafungu ane chiuru mumusika wearuminiyamu wekuNorth America. Zvinofanira kucherechedzwa kuti United States parizvino inovimba zvakanyanya nearuminiyamu yekune dzimwe nyika, neCanada semutengesi wayo mukuru, inodarika makumi mashanu muzana ezvainotengeswa kunze kwenyika. Danho reRio Tinto riri kuwedzera mafuta kumusika weAluminiyamu wekuUS watonyanya kunetsa.

Muripo wekuwedzera wakatemerwa neRio Tinto ndechimwewo chekuwedzera pamiripo iripo. Mutengo wealuminium wekuUS unotosanganisira iyo "Midwest premium", inova imwe mutengo wakakwira kupfuura weLondon benchmark mutengo, inovhara zvekufambisa, nzvimbo yekuchengetera zvinhu, inishuwarenzi, uye mari yekubhadhara. Uye iyi muripo mutsva unowedzera imwe 1 kusvika ku3 masendi pamusoro peMidwest premium. Kunyange zvazvo mari yacho ichiita sediki, mhedzisiro yacho inosvika kure. Sekureva kwavanoziva, muripo wekuwedzera pamwe neMidwest premium inowedzera imwe $2006 patani pamutengo wezvigadzirwa zvemadhora mazana maviri nemakumi masere nemakumi matatu, zvichikonzera mubhadharo wakakwana unodarika makumi manomwe muzana, unotokwira kudarika makumi mashanu muzana mutero wekutenga kunze wakaiswa naTrump. Jean Simard, mukuru weCanadian Aluminium Association, akataura kuti 50% aluminium tariff yakaiswa nehurumende yeUS inowedzera zvakanyanya njodzi yekubata aluminium inventory muUS. Kuchinja kwemitengo kunokanganisa zvakananga hupfumi hwenzvimbo inobata mari yekutengeserana, inoda kuti vatengi vane zvibvumirano zvekubhadhara zvibvumirano zvinodarika mazuva makumi matatu kuti vabhadhare mutengo wakawandisa kuti vabvise mari yepamusoro yevagadziri.

Prelude kune Tariffs: Kutanga kweMusika Imbalance

Kubva kutanga kwegore rino, kugadziridzwa kwehutongi hwaTrump kwealuminium tariffs kwave kukonzeresa kusaenzana mumusika wearuminiyamu wekuNorth America. Muna Kukadzi, VaTrump vakaisa mutero wealuminium pa25%, uye muna Chikumi wakausimudza kusvika pa50%, vachiti waive nechinangwa chekuchengetedza maindasitiri eAmerica. Ichi chiyero chakaita kuti Canadian aluminiyamu idhure kune vekuAmerican simbi processors uye vatengi, uye musika wakakurumidza kuchinjika wakanangana nekudya zvemumba uye kuchinjanisa dura rekushandisa.

Iyo aluminium inventory mamiriro ezvinhu mumatura eLondon Metal Exchange muUnited States ndiyo humbowo hwakanakisa. Imba yayo yekuchengetera zvinhu muUnited States iri kunze kwearuminiyamu inventory, uye ekupedzisira 125 matani akatorwa muna Gumiguru. Exchange inventory, sevimbiso yekupedzisira yekupihwa kwemuviri, iko zvino kwave kupera zvombo uye chikafu. Mugadziri mukuru wealuminium muUnited States, Alcoa, akataurawo panguva yemusangano wayo wechitatu wekuwana mihoro kuti zvinhu zvepamba zvinongokwana kwemazuva makumi matatu neshanu ekushandisa, nhanho inowanzokonzera kuwedzera kwemitengo.

Panguva imwecheteyo, vagadziri vearuminiyamu yeQuebec vari kutumira mamwe simbi kuEurope nekuda kwekurasikirwa mumusika weUS. Quebec inosvika makumi mapfumbamwe muzana eCanada yekugadzira aruminiyamu kugona uye iri padyo neUnited States. Pakutanga mutengi wechisikigo mumusika weUS, ikozvino yachinja nzira nekuda kwemitemo yemitero, zvichiwedzera kuwedzera kushomeka kwekutengesa mumusika weUS.

Specific clause: The 'mastermind behind the scenes' anowedzera bongozozo pamusika

Izvo zvakatemerwa muchiziviso chemutungamiri weAmerica zvakawedzera kunetsa kwezvinhu mumusika wearuminiyamu wekuNorth America. Chisungo ichi chinoti kana simbi ikanyungudutswa ndokukandwa muUnited States, zvigadzirwa zvinobva kunze kwenyika hazvibhadharwe mutero wealuminium. Mutemo uyu unoratidzika kunge wakanangana nekukurudzira kusimukira kweindasitiri yealuminium yepamba muUnited States, asi chokwadi yakagadzira kudiwa kwakawanda kweAmerican yakagadzirwa aluminium kubva kune vanogadzira mhiri kwemakungwa. Vagadziri vekumhiri kwemakungwa vanoshandisa zvigadzirwa zvealuminium izvi uye vanozvitumira pasina mutero kuUnited States, vachiwedzera kudzvanya nzvimbo yemusika yezvigadzirwa zvearuminiyamu zvemumba muUnited States uye zvichiwedzera kusaenzana kwezvinodiwa mumusika weAruminiyamu wekuUS.

Maonero epasi rose: North America haisiriyo chete 'nhandare yehondo'

Kubva pamaonero epasirese, kunetsana mumusika wearuminiyamu wekuNorth America hachisi chinhu chega. Europe, inova zvakare mutengesi wealuminium kunze kwenyika, yaona kudzikira kunosvika 5% mumaprimiyamu edunhu zvichienzaniswa negore rapfuura. Nekudaro, mumavhiki achangopfuura, nekuda kwekukanganiswa kwekupa uye kuita kweEU kubhadharisa mari yekunze zvichienderana nekuburitswa kwegasi regreenhouse kubva kumagadzirirwo ekugadzira gore rinouya, mapremium akawedzera. Vaongorori vanofanotaura kuti mamiriro ezvinhu epasi rose achaita kuti mutengo wepasi rose uparadze $3000 patani.

Michael Widmer, mukuru wekuongorora kwesimbi kuBank of America, akati kana US ichida kukwezva aruminiyamu, inofanira kubhadhara mitengo yakakwirira nekuti US haisiyo yega musika usingakwanisi. Maonero aya anonongedza zvakanyanya matambudziko akatarisana nemusika wekuNorth America aluminium. Tichipesana nemamiriro ekunze epasi rose aruminiyamu yepasi rose, iyo yakakwira yemitero yeUnited States haina kungotadza kuchengetedza nemaindasitiri emumba, asi yakazvipinza mudambudziko rakadzika rekupa.

Ramangwana maonero: Musika unoenda kupi kubva pano

Chiitiko cheRio Tinto chekubhadharisa mari yakawedzerwa hapana mubvunzo kuti chakaridza alarm kumusika wearuminiyamu wekuNorth America. Vatengi nevatengesi vanotsanangura musika wazvino seusina kushanda, uye mari yakawedzerwa yeRio Tinto ndiyo chiratidzo chakajeka chekuti mitero yaTrump iri kukanganisa zvakanyanya chimiro chemusika. Mutengo wekutumira wealuminium muUnited States wakakwira zvakanyanya svondo rapfuura, uye mutengo weramangwana uchiri wakazara nekusaziva.

Kuhurumende yeUS, kana kuramba ichitevedzera mitemo yemitengo yepamusoro uye kuwedzera nyonganyonga yemusika, kana kuongororazve marongero nekutsvaga kushandira pamwe uye kuwirirana nevadyidzani vekutengesa, yave sarudzo yakaoma pamberi pedu. Kune vatori vechikamu mumusika wepasi rose wealuminium, maitiro ekugadzirisa maitiro ekugadzirisa kushomeka kwekupa uye kushanduka kwemitengo mumhirizhonga iyi ichavewo muyedzo wakakomba. Ko iyi' dutu 'mumusika wekuNorth America aluminium inoshanduka sei, uye ndedzipi shanduko dzichaitika mumusika wepasi rose wealuminium? Zvakakodzera kuti tirambe tichiteerera.