Ngakolunye uhlangothi, kukhona ukuqala kabusha okukhulu kokukhiqizwa yizitshalo ze-aluminium zaseMpumalanga Ephakathi, kanti ngakolunye uhlangothi, umugqa obomvu womthamo wokukhiqiza wasekhaya uvaliwe. Ukuhlinzekwa kwe-aluminium emhlabeni wonke kubhekene 'nokushayisana kwe-East West'.

I-Western Front: I-Middle East iqala kabusha ukukhiqiza ngaphezu kwalokho obekulindelwe

Ngokusho kombiko wesikhulumi se-CCMN ngomhlaka-15 kuJulayi, ukuqaliswa kabusha kwamandla okukhiqiza i-aluminium eMpumalanga Ephakathi kudlule okulindelwe, kwaba yisici esiyinhloko salolu shintsho lwephethini. Ukuphazamiseka kokuhlinzekwa kwesifunda kugcwalisa ngokushesha ukuqaliswa kabusha kokukhiqiza kwendawo.

Umshini wokuncibilikisa i-EGA e-United Arab Emirates ubuyisele u-7% wamandla awo e-electrolytic cell, kanti isitshalo se-alumina kulindeleke ukuthi sibuyele ku-50% esikhathini esifushane. Kulindeleke ukuthi siqale kabusha ukukhiqiza okugcwele ekupheleni konyaka. I-Alba ne-Qatarum, izitshalo ezimbili ezinkulu ze-aluminium, zandise ukukhiqiza kwazo ngamathani angu-300000 engxenyeni yesibili yonyaka.

IYurophu neMelika ziqala kabusha ngesikhathi esisodwa 'izimboni ze-aluminiyamu ze-zombie'. I-New Madrid e-United States kanye ne-Slovalco eNorway ziqalise kabusha ukukhiqiza, kodwa isikhathi sokwanda side futhi ukwanda kulinganiselwe, okwenza kube nzima ukufeza ibhalansi eqinile esikhathini esifushane.

Indlela yaseMpumalanga: umkhawulo wamandla okukhiqiza asekhaya uvaliwe

Esinye isici se-supply buffer singaphakathi kwezwe. NgoMeyi, ukukhiqizwa kwe-aluminium eyinhloko yasekhaya kanye nokuthunyelwa kwemikhiqizo okuqediwe kancane kwanda ngesikhathi esifanayo, kunciphisa ukungezwani kwamanye amazwe. Kodwa amandla okuncibilikisa i-aluminium yasekhaya asebenzisa i-electrolytic asefinyelele umkhawulo wenqubomgomo.

Lokhu kusho ukuthi ukuqaliswa kabusha kokukhiqiza kwamanye amazwe kukhulula ukukhula okuqhubekayo, kuyilapho ukukhiqizwa kwasekhaya kunqunyelwe kakhulu. Isakhiwo sokuhlinzeka "sokukhululeka entshonalanga kanye nokuqina empumalanga" sesiqalile, futhi amandla entengo kuzo zombili izinhlangothi ashintshe izandla buthule.

Ukusabela kwemakethe kuhlukile. Amandla amakhulu e-Shanghai Aluminium avuleke ku-23400 yuan/ton namuhla, ngobuningi obungu-23415 yuan/ton. Intengo yakamuva ingu-23225 yuan/ton, ukwehla okungu-15 yuan (isikhathi sokubuyekeza: 12:53). Intengo yakamuva ye-Lunan Aluminium ingu-3184.50 US dollars ngetoni, ikhuphuke ngo-7.50 US dollars (ibuyekezwe ngo-12:53).

Intengo emaphakathi ye-aluminium A00 emakethe yendawo yoMfula iYangtze ibikwe ku-23180 yuan/ton, ukwehla kwama-yuan angu-90; Intengo emaphakathi yokukhiphai-aluminium alloyI-ADC12 ingu-24000 yuan/ton, kanti intengo emaphakathi ye-A356.2 ingu-23600 yuan/ton. Muva nje, kokubili izinqolobane ze-Shanghai Futures Exchange kanye ne-LME ziye zehla, okwenza ingcindezi yokuqalisa kabusha ukukhiqiza ibe buthaka.

Ukungabaza: Yimuphi umugqa ophula ibhalansi kuqala

Ubani ozoqala ngokunqamula umkhawulo phakathi kokukhula okuqhubekayo eMpumalanga Ephakathi kanye nophahla lwasekhaya? Uma ukuqaliswa kabusha kokukhiqiza kushesha, igebe lomhlaba wonke lingancipha libe ngaphansi kwamathani ayizigidi ezingu-1.2. Landela ijubane lokunyuka kwezimboni ze-aluminiyamu zama-zombie eYurophu naseMelika.

Ukudonswa kwempi yokuntuleka kokunikezwa kwempahla empumalanga kanye nokuntuleka kokunikezwa kwempahla entshonalanga kuzonquma indlela ephakathi kwamanani e-aluminium. Umphumela wale mpi emibili yangaphambili unganqunywa isivinini sokushintsha kwempahla.