Pasi pekukurudzira kuviri kwekuda kudzoreredza uye kukanganiswa kweketani, mitengo yealuminium yakakwira kusvika pamakore gumi nematatu. Panguva imwecheteyo, masangano akasiyana pane ramangwana reindastiri. Vamwe vaongorori vanotenda kuti mitengo yealuminium icharamba ichikwira. Uye mamwe masangano atanga kupa yambiro yemusika webheya, achiti iyo yepamusoro yasvika.
Sezvo mitengo yealuminium inoramba ichikwira, Goldman Sachs neCitigroup vakasimudza zvavanotarisira pamitengo yealuminium. Citigroup ichangoburwa fungidziro yekuti mumwedzi mitatu inotevera, mitengo yealuminium inogona kukwira kusvika kuUS $2,900/tani, uye mitengo yealuminium yemwedzi mitanhatu negumi nembiri inogona kukwira kusvika paUS$3,100/tani, sezvo mitengo yealuminium ichachinja kubva pamusika wehando wecyclical kuenda kune yakarongeka. musika wemombe. Avhareji mutengo wealuminium unotarisirwa kuve US$2,475/ton muna 2021 uye US$3,010/ton gore rinouya.
Goldman Sachs anotenda kuti maonero ekutengeserana kwepasi rose anogona kuipa, uye mutengo wealuminium ramangwana unotarisirwa kukwira mberi, uye mutengo wakatarwa wearuminiyamu yenguva yemberi kwemwedzi ye12 inokwidziridzwa kusvika US $ 3,200 / ton.
Pamusoro pezvo, mukuru wezvehupfumi weTrafigura Group, kambani yepasi rose yekutengesa zvinhu, akaudzawo vezvenhau neChipiri kuti mitengo yealuminium icharamba ichikwira zvakanyanya maererano nekudiwa kwakasimba uye kudzika kwekushomeka kwekugadzira.
Rational inzwi
Asi panguva imwecheteyo, mamwe mazwi akatanga kudana kuti musika udzikame. Munhu akakodzera anoona nezveChina Nonferrous Metals Industry Association akataura nguva pfupi yadarika kuti mitengo yakadzokororwa yakakwira aluminium inogona kusagadzikana, uye kune "njodzi nhatu dzisingatsigirwe uye mbiri huru."
Munhu aitarisira akataura kuti zvinhu zvisingatsigiri kuenderera mberi kwemitengo yealuminium zvinosanganisira: hapana kushayikwa kuri pachena kwe electrolytic aluminium kupa, uye iyo indasitiri yese iri kuita zvese zvese kuti ive nechokwadi chekupa; kuwedzera kwemari yekugadzirwa kwearuminiyamu ye electrolytic zviri pachena kuti haina kukwirira sekuwedzera kwemutengo; kushandiswa kwemazuva ano hakuna kunaka zvakakwana kutsigira Matengo akakwirira ealuminium.
Mukuwedzera, akataurawo nezvenjodzi yekugadziriswa kwemusika. Akataura kuti kuwedzera kwazvino kwemitengo yealuminium kwaita kuti makambani ekugadzira aruminiyamu asuwa. Kana maindasitiri ari pasi pemvura akakurirwa, kana kunyange kamwe chete mitengo yakakwirira yealuminium inhibit terminal kushandiswa, pachava nezvimwe zvinhu, izvo zvichazunungusa hwaro hwekuwedzera kwemutengo uye kutungamirira kuMutengo unokwevera kumashure nokukurumidza pamwero wepamusoro munguva pfupi, kuumba a systemic njodzi.
Munhu aitungamirira akataurawo kukanganisa kwekuomeswa kwemitemo yemari yemabhanga makuru munyika pamitengo yealuminium. Vati kuderera kwemari kusati kwamboitika ndiko kuri kukonzera mitengo yezvinhu, uye kana kushanduka kwemari kwadzikira, mitengo yezvinhu ichasangana nenjodzi huru.
Jorge Vazquez, maneja director weHarbour Intelligence, kambani yekubvunzurudza yeUS, anobvumiranawo neChina Nonferrous Metals Industry Association. Akataura kuti kudiwa kwealuminium kwapfuura cyclical peak.
"Tinoona kukurumidza kwekudiwa kwemaitiro muChina (yealuminium) kuri kupera simba", njodzi yekuderera kweindasitiri iri kuwedzera, uye mitengo yealuminium inogona kunge iri panjodzi yekudonha nekukurumidza, Vazquez akadaro pamusangano weindasitiri yeHarbour neChina.
Kupidigura hurumende kweGuinea kwaratidza kushushikana nekukanganiswa kwekutengeswa kwe bauxite pamusika wepasi rose. Zvisineyi, nyanzvi munyaya dzekugadzira bauxite munyika idzi dzati kukorokoza uku hakugone kuve nekukanganisa kukuru kwechinguvana pakutengesa kunze.
Nguva yekutumira: Sep-13-2021