Ngomhla wama-28 ku-Epreli, i-arhente yokubeka esweni impahla i-DBX ikhuphe ingxelo ebonisa ukuba umatshini wokunyibilikisa i-aluminium iJebel Ali we-United Arab Emirates Global Aluminium Company (EGA), owachaphazeleka yimfazwe yaseMbindi Mpuma, uqalisa ukusebenza kancinci kancinci kwaye okwangoku usebenza kwinqanaba "eliqhelekileyo". Kwangaxeshanye, ukusebenza kwezinye izixhobo zokunyibilikisa i-aluminium ezichaphazelekayo kummandla weGulf kusazinzile, kwaye ukusetyenziswa kwamandla ngokubanzi kusathintelwe ziingxabano zezopolitiko eziqhubekayo.
Kwingxelo ekhutshwe ngoMvulo, i-DBX ityhile ngokweenkcukacha imeko yokubuyiselwa kwesixhobo sokunyibilikisa i-aluminium iJebel Ali ngokusebenzisa idatha yohlalutyo lwesathelayithi. Kuxelwe ukuba izinga lokusetyenziswa kwamandla angoku kwesi sityalo sokunyibilikisa i-aluminium esinemveliso yonyaka ye-1 yezigidi zeetoni liphakathi kwe-85% kunye ne-100%, kunye nomyinge we-92.5%, ukwanda okukhulu ukusuka kwi-82.5% kwiveki ephelileyo. I-DBX ifumanise ngokubeka esweni ukuba "umsebenzi wobushushu" kwindawo yesityalo unyukile, nto leyo eqinisekisa indlela yokubuyiselwa kancinci kwemveliso nokusebenza kwayo. Kubalulekile ukuqaphela ukuba esinye isixhobo sokunyibilikisa i-Tavira phantsi kwe-EGA sonzakele kakhulu kuhlaselo lwe-missile yase-Iran kwaye sivalwe ngempumelelo. Ukubuyiselwa kwesisixhobo sokunyibilikisa i-Jebel Ali kubaluleke kakhulu ekunciphiseni uxinzelelo lonikezelo lwe-aluminium yengingqi.
Ukongeza kwiJebel Ali smelter, iDBX ikwahlole ukusebenza kwezinye ii-smelter ezintathu ze-aluminium kummandla weGulf ezichaphazelekileyo yimfazwe. Phakathi kwazo, iBahrain Aluminium Company, enye yezona ndawo zijoliswe kuzo uhlaselo lwe-Iran kwaye inomthamo wonyaka wemveliso we-1.6 yezigidi zeetoni, okwangoku igcina umgangatho wayo wokusebenza phakathi kwe-50% kunye ne-70%, ofana nomgangatho wayo wokusebenza ekuqaleni kwale nyanga. Kubikwa ukuba iBahrain Aluminium yabhengeza ngoMatshi 15 ukuvalwa kwe-19% yomthamo wayo wemveliso. Ngaphambili, ngenxa yokuvalwa kweStrait of Hormuz, yadibana ne-force majeure kwaye yayingakwazi ukuthumela iimveliso ngokuqhelekileyo.
Kwicala laseQatari, iKata Aluminium, evelisa iitoni ezingama-648000 ngonyaka, ngoku kuqikelelwa ukuba inomthamo wemveliso ongama-55% ukuya kuma-65% wamandla ayo. Olu lwazi luhambelana nengxelo eyenziwe ngumnini-zabelo wenkampani, iHydro yaseNorway, nge-12 kaMatshi – ngelo xesha, iHydro yaseNorway yayithe iKata Aluminium iza kugcina imisebenzi yayo ikwi-60%. Kubikwa ukuba iQatar Aluminium yayiqalise ukuvalwa ngocwangco ngenxa yokuhlaselwa kwezibonelelo zamandla zaseQatar kunye nokuphazamiseka kokunikezelwa kwegesi yendalo, kwaye okwangoku igcina umsebenzi womthwalo omncinci.
Ngokusekelwe kwidatha yezibalo ye-DBX, izinga lokusetyenziswa komthamo opheleleyo wezixhobo zokunyibilikisa i-aluminium ezine ezikhankanyiweyo apha ngasentla liphakathi kwe-45% kunye ne-55%, kwaye inqanaba lokusebenza lilonke alikabuyeli kwimeko yangaphambi kwemfazwe. Njengecandelo elibalulekileyo lobonelelo lwe-aluminium kwihlabathi liphela, ummandla weGulf uthatha i-9% yobonelelo lwe-aluminium olupheleleyo kwihlabathi liphela. Nangona kunjalo, ngenxa yengxabano eqhubekayo kuMbindi Mpuma, iStrait of Hormuz ivaliwe, nto leyo ebangele ukuba abavelisi be-aluminium kulo mmandla bajongane nobunzima obukhulu ekungeniseni izinto eziluhlaza kunye nokuthumela ngaphandle izinyithi ezigqityiweyo. Le yenye yezona zinto ziphambili ezithintela ukukhululwa komthamo wezixhobo zokunyibilikisa i-aluminium zasekuhlaleni.
Abantu abangaphakathi kushishino baye bahlalutya ukuba ukubuyiselwa kancinci kancinci kwesixhobo sokunyibilikisa i-aluminium iJebel Ali kuthumele uphawu oluhle lokubuyiselwa kweshishini le-aluminium kummandla weGulf. Nangona kunjalo, ukuvaleka kwezinto kunye nokunikezelwa kwamandla okungazinzi okubangelwa ziingxabano zezopolitiko akukasonjululwa ngokusisiseko, kwaye kunzima ukufikelela ekunyukeni okukhulu kwinqanaba lokusetyenziswa kwamandla emveliso ye-aluminium kulo mmandla kwixesha elifutshane. Ukongeza, iStrait of Hormuz, njengomjelo ophambili wokungeniswa kwe-aluminium oxide ngaphezulu kwe-90% kunyei-aluminium egqityiweyoUkuthunyelwa kwamanye amazwe kuMbindi Mpuma, ukuvalwa kwayo okuqhubekayo kunokudlulisela ngakumbi kwikhonkco leshishini le-aluminium lehlabathi, okuchaphazela iphethini yobonelelo lwe-aluminium kwihlabathi kunye neendlela zamaxabiso.
Ixesha leposi: Meyi-06-2026
