Kungekudala, kukho utshintsho oluphawulekayo kwidatha ye-aluminium ye-aluminium ye-London Metal Exchange (LME), ngokukodwa ngokulinganayo kwi-inventory yaseRashiya kunye ne-Indian aluminium kunye nexesha lokulinda lokunikezelwa, eliye latsala ingqalelo ebanzi kwiimarike.
Ngokwedatha yamva nje evela kwi-LME, uluhlu lwe-aluminiyam yaseRashiya (iirisithi ezibhalisiweyo zokugcina) ezifumanekayo ukuze zisetyenziswe kwiindawo zokugcina iimpahla ze-LME zehle nge-11% ngoDisemba 2024 xa kuthelekiswa noNovemba. Esona sizathu siphambili solu tshintsho kukuba abarhwebi kunye nabathengi badla ngokuphepha ukufola ePort Klang eMalaysia ukuze bathenge i-aluminium yaseIndiya xa bekhetha imithombo ye-aluminium. Ukususela ekupheleni kukaDisemba, inani lilonke iirisithi warehouse ebhalisiweyo for aluminiyam Russian 163450 iitoni, ibalwa 56% lulonke LME aluminiyam inventory, eye yancipha kakhulu xa kuthelekiswa 254500 iitoni ekupheleni kukaNovemba, 67%.
Kwangaxeshanye, inani leerisiti ze-aluminiyam ezirhoxisiweyo ze-LME Port Klang zafikelela kwiitoni ezingama-239705. Ukurhoxiswa kweerisithi zogcino ngokuqhelekileyo kubhekisa kwialuminiyam ethatyathwe kwindawo yokugcina impahla kodwa engekaziswa kumthengi. Ukwanda kweli nani kunokuthetha ukuba kukho i-aluminiyam eninzi elindele ukuhanjiswa okanye kwinkqubo yokuhanjiswa. Oku kwandisa ngakumbi iinkxalabo zemarike malungaunikezelo lwe-aluminiyam.
Kuyaphawuleka ukuba nangona uluhlu lwe-aluminiyam yaseRashiya luye lwancipha, umlinganiselo we-aluminiyam yaseIndiya kuluhlu lwe-LME aluminiyam lukhula ngokuthe ngcembe. Ukususela ekupheleni kukaDisemba, iirisithi ze-warehouse ezibhalisiweyo ze-aluminiyam yase-India zibalelwa kwiitoni ze-120225, ezibalelwa kwi-41% yoluhlu lwe-aluminium ye-LME, ukusuka kwi-31% ekupheleni kukaNovemba. Olu tshintsho lubonisa ukuba imakethi ifuna imithombo ye-aluminiyam eninzi ukuhlangabezana nemfuno, kwaye i-aluminiyam yase-India inokuba yinto ebalulekileyo yokhetho.
Ngokutshintsha kwesakhiwo soluhlu lwe-aluminium, ixesha lokulinda lokuhanjiswa liyanda. Ukusukela ekupheleni kukaDisemba, ixesha lokulinda ukuhanjiswa kwe-aluminium ye-LME lifikelele kwiintsuku ze-163. Oku kulinda ixesha elide akunyusi iindleko zentengiselwano kuphela, kodwa kunokubeka uxinzelelo oluthile kubonelelo lwemarike, luqhubele phambili ukunyusa amaxabiso e-aluminiyam.
Utshintsho kwi-LME yesakhiwo se-aluminium kunye nokwandiswa kwexesha lokulinda ukuhanjiswa yimiqondiso ebalulekileyo yemarike. Olu tshintsho lunokubonisa imfuno ekhulayo ye-aluminium kwimarike, imeko eqhubekayo kwicala lokubonelela, kunye nesiphumo sokutshintsha phakathi kwemithombo eyahlukeneyo ye-aluminium.
Ixesha lokuposa: Jan-14-2025