NgoMashi 10, 2026, kwavela izindaba zokuthi izinqolobane ze-aluminium eLondon Metal Exchange (LME) ziqhubeke nokuphela ngokushesha. Ikakhulukazi, kusukela ngoJanuwari kulo nyaka, izinqolobane ze-aluminium e-LME warehouse ePort Klang, eMalaysia, ziye zakhishwa kancane kancane ngesilinganiso samathani angu-2,000 ngosuku, okuba yisibonakaliso esiyinhloko sezinguquko endaweni yomhlaba wonke ye-aluminium. Ngemuva kwalolu lwazi kukhona ukuncipha okuqhubekayo kweminyaka eyisithupha kwezinqolobane ze-aluminium ze-LME, kanye nokuntuleka okusobala kwezinqolobane zangempela ezitholakalayo zabathengi baseNtshonalanga. Ngokuhambisana nomthelela wezijeziso zezwe kanye nokuhlelwa kabusha kwe-supply chain, ibhalansi eqinile yemakethe yomhlaba wonke ye-aluminium iye yanda kakhulu.

Idatha ikhombisa ukuthi ukwehla "okuphelele" kwamasheya e-aluminium e-LME kuyisiphetho esibikezelwe. Ekuqaleni kuka-2020, amasheya e-aluminium e-LME ayesephezulu njengamathani ayizigidi ezintathu, kodwa ekupheleni kukaFebhuwari 2026, inani lamasheya abhalisiwe nangakabhaliswanga lase lehle laya kumathani angu-583,000 kuphela, okubeka irekhodi eliphansi selokhu i-LME yaqala ukushicilela idatha yesitoko engabhalisiwe ngo-2020. Nakuba umsebenzi wesignali yentengo yamasheya e-aluminium e-LME ububuthakathaka kakhulu eminyakeni eyishumi edlule ngenxa yethonya lemisebenzi yokuhweba ezindaweni zokugcina impahla zabadayisi namabhange, inani lamasheya eliphelele elingaphansi ngokomlando okwamanje lisabonisa isimo sokutholakala kanye nesidingo esiqinile emakethe yomhlaba wonke ye-aluminium.

Uma sibheka ukunyakaza kwempahla yakamuva, ukuphuma okuqhubekayo okuvela ePort Klang kubaluleke kakhulu. Njengendawo yokugcina impahla eyinhloko ye-LME eNingizimu-mpumalanga ye-Asia, ukuphuma kwansuku zonke kwale ndawo yokugcina impahla okungamathani angu-2,000 kuyaqhubeka nokuqeda impahla ebonakalayo emhlabeni jikelele. Idatha yakamuva yemakethe ikhombisa ukuthi kusukela ngoMashi 9, impahla ye-aluminium ebhalisiwe ye-LME yehle yaya kumathani angu-454,600, kanye nokwehla kwansuku zonke kwamathani angu-2,250, okuqhubeka nomkhuba wokusheshisa wokukhipha impahla kusukela ekuqaleni konyaka. Abantu abangaphakathi embonini bakhomba ukuthi ukuphuma okuqhubekayo okuvela ePort Klang kubonisa kokubili ukukhululwa kwesidingo esiqinile okuvela ezimbonini ezingezansi njengamandla amasha kanye nokukhiqiza okuphezulu e-Asia, kanye nokuziphatha kokugcina impahla kwabadayisi ngokumelene nesizinda sempahla ephansi, okuthuthukisa kakhulu ukucindezeleka emakethe yendawo.

Okufanele kuqashelwe kakhulu ukuthi ngaphansi “kokuchuma okubonakalayo” kwedatha yesitoko, abathengi baseNtshonalanga babhekene nesimo esinzima “sokuntuleka kwesitoko esitholakalayo”. Ngokwezibalo, kusukela ekupheleni kukaJanuwari 2026, ama-58% esitoko esibhalisiwe e-LME ayehlanganisa isiRashiya.imikhiqizo ye-aluminiumNgokuphathelene nezijeziso zezombusazwe, i-United States ne-United Kingdom bavimbele ngokusemthethweni ukungeniswa kwe-aluminium yaseRussia ngo-2024, kanti i-European Union nayo icacise isikhathi sayo sezijeziso - isebenzisa imikhawulo yesikhashana ku-aluminium yaseRussia kusukela mhla zingama-26 kuNhlolanja 2026, futhi ivimbele ngokuphelele ukungeniswa kwayo kusukela mhla zingama-31 kuZibandlela 2026. Lokhu kusho ukuthi yize inani elikhulu lempahla ye-aluminium yaseRussia lisekhona ohlelweni lokubhalisa lwe-LME, likhishiwe kububanzi bokuthengwa kwabathengi baseNtshonalanga, futhi impahla yangempela ye-aluminium engeyona eyaseRussia iphansi kakhulu kunenani elibonakalayo lamathani angu-583,000.

Eqinisweni, ibhalansi eqinile yamanje emakethe ye-aluminium yomhlaba wonke ingumphumela wokuhlangana kwezici ezintathu: imikhawulo yokuhlinzeka, ukubuyiselwa kwesidingo, kanye nezijeziso ze-geopolitical. Ngasohlangothini lokuhlinzeka, iMpumalanga Ephakathi, njengesifunda esiyinhloko somthamo wokukhiqizwa kwe-aluminium emhlabeni wonke (okufaka isandla cishe ku-8% womkhiqizo womhlaba wonke), muva nje ibhekane nezingxabano ze-geopolitical, okuholele ekutheni abancibilikisi ababalulekile njengeQatalum neBahrain Aluminium bamemezele amandla amakhulu, okuthikameza kakhulu ukunikezwa komhlaba wonke. Ngasohlangothini lokufunwa, intuthuko esheshayo yezimboni ezisafufusa njengezimoto ezintsha zamandla, isitoreji samandla se-photovoltaic, kanye namarobhothi angabantu iyaqhubeka nokuqhuba isidingo sezinto ze-aluminium eziphezulu. Ngokuhambisana nokubuyiselwa kwezimboni zokukhiqiza zendabuko, lokhu kusekela ukukhula okuqhubekayo kokusetshenziswa kwe-aluminium. Ukuhlelwa kabusha kokuhamba kokuhweba okubangelwa yizijeziso ze-geopolitical kuye kwandisa kakhulu isimo sempahla esivele siqinile, kusunduza ukusabalala kwezinkontileka ze-aluminium ze-spot ze-LME ngokumelene nezinkontileka zokulinganisa kusuka ekubuyiselweni emuva kuya e-contango, kugqamisa ukuphuthuma kwesidingo senyanga eseduze.

Ukuhlaziywa kwemakethe kusikisela ukuthi esikhathini esifushane, ukuphuma okuqhubekayo okuvela ePort Klang kanye nokuntuleka kwamasheya atholakalayo eNtshonalanga kuzoqhubeka nokusekela ukuguquguquka okuphezulu kwamanani e-aluminium, futhi ukungezwani emakethe yesikhashana akunakwenzeka ukuthi kusheshe kuphele. Esikhathini eside, njengoba i-EU ivimbela ngokuphelele i-aluminium yaseRussia, ukuhamba kokuhweba nge-aluminium emhlabeni wonke kuzobhekana nokuhlelwa kabusha. Izinga lokukhishwa kwamandla okukhiqiza i-aluminium okungeyona eyaseRussia kanye nesivinini sokukhula kwesidingo esingezansi kuzoba yizinto eziyinhloko ezinquma ukuthambekela kwamanani e-aluminium.