Musi wa10 Kurume 2026, nhau dzakabuda dzekuti zvinhu zvakagadzirwa nearuminiyamu paLondon Metal Exchange (LME) zvakaramba zvichipera nekukurumidza. Kunyanya, kubva muna Ndira gore rino, zvinhu zvakagadzirwa nearuminiyamu pawarehouse yeLME muPort Klang, Malaysia, zvave zvichiburitswa zvishoma nezvishoma nemutengo we2,000 matani pazuva, zvichiva chiratidzo chikuru chekuchinja kwenzvimbo yezvinhu zvakagadzirwa nearuminiyamu pasi rose. Kumashure kwedata iri kune kudzikira kwemakore matanhatu kwezvinhu zvakagadzirwa nearuminiyamu zveLME, pamwe nekushomeka kwezvinhu zviripo kune vatengi vekuMadokero. Pamwe chete nekukanganiswa kwezvirango zvezvematongerwo enyika uye kugadziriswa kwecheni yekugovera, kuenzana kwakasimba kwemusika wearuminiyamu pasi rose kwakawedzera.

Data rinoratidza kuti kudzikira "kwakazara" kwemasheya eLME aruminiyamu kwagara kuripo. Pakutanga kwa2020, masheya eLME aruminiyamu akanga achiri kusvika matani mamiriyoni matatu, asi pakupera kwaKukadzi 2026, huwandu hwemasheya akanyoreswa neasina kunyoreswa hwakanga hwadzikira kusvika matani zviuru mazana mashanu nemakumi masere nematatu nenhatu (583,000), zvichiisa rekodhi yakaderera kubva apo LME yakatanga kuburitsa data remasheya asina kunyoreswa muna 2020. Kunyangwe basa rechiratidzo chemutengo wemasheya eLME aruminiyamu rakadzikira zvakanyanya mumakore gumi apfuura nekuda kwepesvedzero yemabasa ekutengeserana mumatura evatengesi nemabhangi, huwandu hwemasheya hwakaderera parizvino huchiri kuratidza mamiriro ekuwanikwa uye kudiwa mumusika wepasi rose wearuminiyamu.

Kubva pakufamba kwezvinhu munguva pfupi yapfuura, kubuda kwezvinhu kubva kuPort Klang kwakakosha zvikuru. Senzvimbo huru yekuchengetera zvinhu muLME kuSoutheast Asia, kubuda kwezvinhu mudura iri kwematani zviuru zviviri pazuva kuri kuramba kuchideredza huwandu hwezvinhu zviri kutengeswa pasi rose. Ruzivo rwemusika ruchangobva kuwanikwa runoratidza kuti kubva munaKurume 9, huwandu hwezvinhu zvakanyoreswa zveLME zvakaderera kusvika pamatani zviuru mazana mana nemakumi mashanu nemana nemazana matanhatu, nekudzikira kwematani zviuru zviviri nemazana maviri nemakumi mashanu pazuva, zvichiramba zvichiwedzera kukurumidza kubviswa kwezvinhu kubva pakutanga kwegore. Vanhu vari muindasitiri vanoti kubuda kwezvinhu kubva kuPort Klang kunoratidza kuburitswa kwezvinodiwa kubva kumaindasitiri ari pasi pemvura akadai sesimba idzva nekugadzira zvinhu zvepamusoro muAsia, uye maitiro evatengesi ekuwedzera zvinhu vachitarisa kushaya zvinhu, zvichiwedzera kusundana mumusika wekutengesa zvinhu.

Chinofanira kungwarira zvikuru ndechekuti pasi pe "kubudirira kuri pachena" kwedata rezvinhu zviri mudura, vatengi vekuMadokero vari kutarisana nedambudziko guru re "kushomeka kwezvinhu zviripo". Zvichienderana nehuwandu, kusvika pakupera kwaNdira 2026, 58% yezvinhu zvakanyoreswa paLME zvaive zvechiRussian.zvigadzirwa zvearuminiyamuPanyaya yezvirango zvezvematongerwo enyika, United States neUnited Kingdom vakarambidza zviri pamutemo kupinzwa kwearuminiyamu yeRussia muna 2024, uye European Union yakajekesawo nguva yayo yezvirango - ichiisa zvirambidzo zvekuchinja paaruminiyamu yeRussia kubva Kukadzi 26, 2026, uye ichirambidza zvachose kupinzwa kwayo kubva Zvita 31, 2026. Izvi zvinoreva kuti kunyangwe huwandu hwakawanda hwezvinhu zvearuminiyamu yeRussia huchiri mukati mehurongwa hwekunyoresa hweLME, hwakabviswa muhuwandu hwekutenga hwevatengi vekuMadokero, uye zvinhu zvearuminiyamu zvisiri zveRussia zvakaderera zvikuru pane huwandu hunoonekwa hwematani 583,000.

Kutaura zvazviri, kuenzana kuripo pari zvino mumusika wearuminiyamu pasi rose kunokonzerwa nekupindirana kwezvinhu zvitatu: zvirambidzo zvekupa, kudzoreredzwa kwezvinodiwa, uye zvirango zvezvematongerwo enyika. Kudivi rekupa, Middle East, senzvimbo huru yekugadzira aruminiyamu pasi rose (ichipa 8% yezvigadzirwa zvepasi rose), ichangobva kusangana nematambudziko ezvematongerwo enyika, zvichikonzera kuti vanyungudi vakakosha vakaita seQatalum neBahrain Aluminium vazivise simba guru, zvichikanganisawo kuwanikwa kwepasi rose. Kudivi rekuda, kukura nekukurumidza kwemaindasitiri ari kubuda akadai semotokari itsva dzesimba, kuchengetwa kwesimba remagetsi, uye marobhoti evanhu kuri kuramba kuchikurudzira kudiwa kwezvinhu zvearuminiyamu zvepamusoro. Pamwe chete nekudzoreredzwa kwemaindasitiri ekugadzira echinyakare, izvi zvinotsigira kukura kwakasimba kwekushandiswa kwearuminiyamu. Kugadziriswazve kwemafambiro ekutengeserana anokonzerwa nezvirango zvezvematongerwo enyika kwakawedzera kuwedzera mamiriro ezvinhu akatove akaomarara ezvinhu, zvichisundira kupararira kwezvibvumirano zveLME spot aruminiyamu zvinopesana nezvibvumirano zvekuenzanisa kubva pakudzokera kumashure kuenda kucontango, zvichiratidza kukurumidza kwekudiwa kwemwedzi wapera.

Ongororo yemusika inoratidza kuti munguva pfupi, kubuda kuri kuramba kuchiitika kubva kuPort Klang pamwe nekushaikwa kwemasheya aripo kuMadokero zvicharamba zvichitsigira kusagadzikana kwakanyanya kwemitengo yearuminiyamu, uye kusagadzikana mumusika wepo hakungangodziki nekukurumidza. Munguva refu, nekurambidzwa kwakazara kweEU paaruminiyamu yeRussia kuri kutanga kushanda, kutengeserana kwearuminiyamu pasi rose kuchagadziriswazve. Mwero wekuburitswa kwesimba rekugadzira aruminiyamu isiri yeRussia uye kukurumidza kukura kwekudiwa kuchava zvinhu zvikuru zvinosarudza mafambiro emitengo yearuminiyamu.