Ka la 24 Phuptjane, bahlahlobisisi ba mmaraka ba boletse hore ho tla nka nako e telele hore tlhahiso ea indasteri ea aluminium le lipalangoang tsa thepa sebakeng sa Lekhotla la Tšebelisano-'moho la Gulf (GCC) li khutlele setloaeling ka botlalo, 'me ho se nepisisehe ho hongata ho ntse ho sitisa phepelo ea aluminium lefatšeng ka bophara le mekhoa ea litheko.

Bahlahlobi ba Alpha Mena ba boletse ka ho hlaka hore leha tumellano e amehang ea khotso e ka kenngoa tšebetsong, ho na le likotsi tse kholo tsa ho kengoa tšebetsong ha ho saenoa le ho netefatsoa ka mor'a moo, ho qalisoa bocha ha mohala oa tlhahiso le ts'ebetso. Ho ea ka pono ea potoloho ea tokiso, tlas'a maemo a tšepo, ho tla nka likhoeli tse 3 ho isa ho tse 6 ho lokisa libaka tsa tlhahiso tse senyehileng; Ha a bua ka nalane ea ho hlaphoheloa ha indasteri kamora likhohlano tse fetileng, hangata ho nka likhoeli tse 6 ho isa ho tse 12 hore bokhoni ba tlhahiso ea aluminium ea libaka bo hlaphoheloe ka botlalo. Hona joale, sekhahla sa ts'ebetso sa mantlha a 'maloalik'hamphani tsa aluminiumKoung ea Kou, joalo ka Alba, EGA, le Qatarum, li bolokoa feela ho 30% -60%. Litsi li bolela esale pele hore ho tla ba thata hore sebaka seo se fihlelle tlhahiso e felletseng ea matla a ho qala hape pele ho kotara ea bone ea 2026.

Motlatsi oa Mopresidente oa Lipatlisiso ho SICO Bank o ekelitse ka hore maemo a rarahaneng a hona joale a tšubuhlellano ea likepe tsa koung, mesaletsa ea thepa, tšubuhlellano ea thepa, le liphetoho tsa bareki ba theohelang lia kopana, e leng se etsang hore ho be thata ho bolela esale pele nako ea hore ketane ea indasteri e khutlele setloaeling, 'me tšitiso ea phepelo ea nako e khuts'oane e thata ho e rarolla ka botlalo.

Litšitiso tse ka lehlakoreng la phepelo li tsoetse pele ho tšehetsa litheko tsa aluminium, 'me Alpha Mena e fane ka likhakanyo tsa litheko: haeba litumellano tse amehang li ka finyelloa ka katleho, litheko tsa aluminium tsa nako e khuts'oane li tla ba le ho putlama ha 5% -10%, 'me litheko tsa aluminium tsa London Metal Exchange (LME) li ka hlahloba mefuta e pakeng tsa $2850-2950/tonne ho fumana tšehetso; 'Maraka o kanna oa tsitsa ho tloha ka Phupu ho isa Loetse, ka sebaka sa ts'ebetso se koetsoe ho lidolara tsa US tse 2900-3050 ka tonne.

Ka lehlakoreng la phepelo le tlhoko, sebaka sa Kou se na le boemo ba bohlokoa tsamaisong ea phepelo ea aluminium lefatšeng ka bophara. Lintlha li bontša hore tlhahiso ea letsatsi le letsatsi ea aluminium ea mantlha ea GCC ka Mmesa selemong sena e ne e le 62% feela ea boemo ba pele ho ntoa; Kakaretso ea tlhahiso ea aluminium ea mantlha sebakeng sena e etsa 6% -8% ea kakaretso ea lefats'e ka bophara, 'me hape ke mohloli oa bohlokoa oa thepa e kenang linaheng tse ngata, e fanang ka 19% ea kakaretso ea thepa e kenang ea aluminium ho European Union, 20% -21% ho United States, le 28% ho Japane. Tsoelo-pele ea tokiso ea bokhoni ba tlhahiso ea aluminium ea Kou e ama ka kotloloho phepelo ea thepa e tala Europe, Amerika, Japane le libakeng tse ling tse ngata, 'me e tla tsoela pele ho theha motheo oa tšehetso bakeng sa litheko tsa aluminium tsa machabeng nakong e mahareng le e telele.

Ka kakaretso, boemo bo tlase ba ts'ebetso ba lik'hamphani tsa aluminium tsa Gulf bo ka tsoela pele, 'me melemo ea nako e khuts'oane e ka lebisa ho putlama ha litheko tsa aluminium. Leha ho le joalo, karolo e kholo ea phepelo ea lefats'e sebakeng seo e tla fokotsa sebaka sa ho theoha ha litheko, 'me litheko tsa aluminium kotara ea boraro li ka fetoha haholo-holo ka har'a sebaka se itseng.