Isigebenga sotywala saseMelika iConstellation Brands sidize nge-5 kaJulayi ukuba ulawulo lukaTrump lwerhafu yama-50% kwi-aluminiyam evela kumazwe angaphandle iya kukhokelela ekonyukeni kweendleko ezimalunga nezigidi ezingama-20 zeedola kulo nyaka-mali, ukutyhala uMntla Merika.ishishini aluminiyamchain ukuya phambili komdlalo. Nangona iziselo ezinxilisayo zaseMexico zisanandipha ukuxolelwa kwirhafu, ibhiya epakishwe kwiitoti ze-aluminiyam ixhomekeke kwiirhafu ezintsha, ezichaphazela ngokuthe ngqo imida yenzuzo yenkampani. Le mfazwe ibonakala ngathi yentlawulo ijolise kumzi-mveliso we-aluminiyam eneneni ibhentsisa impikiswano enzulu phakathi kwamaqumrhu ezizwe ngezizwe kunye nabaqulunqi bemigaqo-nkqubo kumxholo wohlengahlengiso lwekhonkco lonikezelo lwehlabathi.
Ugqithiso lweendleko: 'ityala lerhafu elingabonakaliyo' kwiitoti zebhiya
Ngaphantsi kophawu lweConstellation, iibrendi zebhiya ezifana neCorona kunye neModro zithembele ngokupheleleyo kwiitoti ze-aluminiyam ezivela kumazwe angaphandle ezivela eMexico, kwaye umgaqo-nkqubo omtsha werhafu unyuse ixabiso le-aluminiyam malunga ne-$ 1200 ngetoni nganye. Nangona ugxininiso lweCFO Gals Hankinson "kubunzima kwiindleko zokudlulisa ngokupheleleyo," imarike iphendule: ixabiso layo lesitokhwe liye lehla nge-31% kulo nyaka, kwaye ixabiso layo lemarike liye lanyuka ngaphezu kwe-13 yeebhiliyoni zeedola. Kuyathakazelisa ukuba i-Canadian Aluminium Association ibonise ukuba izinga lokuphunyezwa kweentlawulo kwi-aluminium yaseCanada yi-United States kuphela i-65% yexabiso elibhengeziweyo, oku kuthetha ukuba iinkampani zinokuphepha ezinye iindleko ngokurhweba ngezothutho, kodwa lo msebenzi ongwevu ujongene nomngcipheko wokuhlaziywa kwamasiko.
Uhlengahlengiso lweSixokelelwano soBonelelo: Icebo lokuHlanga iAluminiyam yaseCanada '
Ukuhlangabezana nefuthe leentlawulo, iinkampani zaseCanada ze-aluminium zikhawulezisa ukuphuculwa kwamandla. I-Alumina Alouette ityale i-$ 1.1 yezigidigidi ukwandisa i-smelter yayo yaseQuebec, kunye nomthamo olindelekileyo wokuvelisa iitoni ze-650000 ngo-2026, ukunyuka kwe-40% kwinqanaba langoku. Esi senzo asikona nje ukuhlangabezana nemfuno ye-United States, kodwa ijolise kwakhona ekubanjeni imarike yaseYurophu - emva kokuba i-EU ibeke iintlawulo ezongezelelweyo kwi-aluminium evela kumazwe angaphandle ngenxa yeerhafu zekhabhoni, ukukhuphisana kwe-aluminium yaseCanada kwintsimi yokuvelisa iimoto kuye kwanda kakhulu. UJean Simard, i-CEO ye-Canadian Aluminium Association, ibonise ukuba ukuba iirhafu zase-US ziqhubeka kude kube yi-2026, urhulumente unokuvula "i-Industry Stabilization Fund" ukunciphisa uxinzelelo kumashishini ngeekhredithi zerhafu okanye iimali mboleko eziphantsi.
Imfazwe yoShishino: Umlo phakathi kwamandla amaxabiso kunye nomdlalo womgaqo-nkqubo
Ingxelo yemali ye-Alcoa ibonisa ukuba kwi-Q1 2025, ilahlekelwe yi-20 yezigidi zeedola ngenxa yeerhafu, kwaye ilahleko elindelekileyo kwi-Q2 kulindeleke ukuba ikhulise ukuya kwi-90 yezigidi zeedola. Nangona kunjalo, intengo yayo yesitokhwe inyuke nge-12% ngokubhekiselele kwindlela, ebonisa ukulindela kweemarike kwiirhafu zexesha elide. Oku kuphikisana kuvela kwiziphene zesakhiwo kumthamo wasekhaya wokunyibilikisa wase-United States: nangona iirhafu zijolise ekuvuseleleni amashishini asekhaya, umthamo wokunyibilikisa i-aluminium e-United States yi-670000 yeetoni kuphela (ngaphantsi kwe-1/4 ye-China), kwaye ukuqalisa kwakhona umthamo ongasebenziyo kufuna ukuba kubekho utyalo-mali olunyukayo kwi-3.6 yezigidi eziya kufakwa kwi-3. Ngelo xesha, i-Alcoa eMntla Melika, inkampani yaseMexico, iye yaba ngumnqobi ofihliweyo phantsi kweerhafu ngokudibanisa ngokuthe nkqo "i-bauxite alumina electrolytic aluminium" ukulawula iindleko eziphantsi kweedola ezingama-2500 ngetoni.
I-Fission yabathengi: 'Inguquko eluhlaza' yeNkonkxa yeBeer
Uxinzelelo lwamaxabiso luqhuba utshintsho lwezobuchwepheshe kushishino. I-brand ye-Constellation isebenzisana ne-Ball Corporation ukuphuhlisa iinkonkxa ze-aluminiyam ezikhaphukhaphu, ukunciphisa ukusetyenziswa kwe-aluminiyam ngetoti nganye ukusuka kwi-13.6 grams ukuya kwi-9.8 grams kunye nokugcina i-$ 0.35 ngebhokisi. Ukuba esi sicwangciso "sokunciphisa" sithandwa, sinokunciphisa ukusetyenziswa kwe-aluminium yonyaka kwishishini lebhiya yase-US ngeetoni ze-120000, ezilingana nokunciphisa umthamo wokungenisa kwiinqanawa ze-30 zempahla. Kodwa ukuphuculwa kokusingqongileyo kufuna intsebenziswano yalo lonke ikhonkco loshishino - izinga lokuphinda lisetyenziswe kwe-aluminiyam e-United States linyukile ukusuka kwi-50% ngo-2019 ukuya kwi-68% ngo-2025, kodwa amandla okuvelisa i-aluminiyam esetyenzisiweyo asasilela emva kwezinga lokukhula kwemfuno, okukhokelela kumaxabiso aphezulu e-aluminium yokuqala.
Isibuko se-Geopolitical: Ingxaki “ye-De Sinicization” yoMzi-mveliso weAluminiyam yaseMntla Melika
Ngaphandle kweenzame zase-United States zokulungisa ngokutsha ikhonkco lokubonelela nge-aluminiyam ngeentlawulo, i-China iseyeyona mveliso inkulu yehlabathi ye-aluminiyam esetyenzisiweyo (ibalelwa kwi-35% ngo-2025). Iinkampani ze-aluminiyam zaseKhanada ziqalise ukungenisa i-ingots ze-aluminiyam ezisetyenzisiweyo ezivela e-China kwaye zisebenza kwiimveliso eziphezulu zokuthumela ngaphandle ukuphepha iirhafu. Esi "sicwangciso sokujikeleza" siye sakhokelela ekunyusweni kwe-45% ngonyaka kwi-export yangempela ye-aluminium ehlaziyiweyo esuka e-China ukuya e-United States. Okubaluleke ngakumbi kukuba i-European Aluminium Association ifake isimangalo kunye ne-WTO, ityhola iirhafu zase-US zokuphula izivumelwano zorhwebo zamahhala. Ukuba isigwebo sithe sagcinwa, sisenokuqalisa ukothuka okwesibini kwitsheyini yoshishino lwe-aluminiyam yehlabathi.
Idabi elifihlakeleyo phezu kwamandla exabiso lemithombo liyakhula phakathi kwemigodi yobhedu e-Andes kunye nezinyibilikisi ze-aluminiyam eMntla Melika. Xa imirhumo isisixhobo esiqhelekileyo kwimidlalo yorhwebo, iinkampani zinokufumana kuphela ulungelelwaniso phakathi kweendleko zokuthotyelwa kunye nokuveliswa kwezinto ezintsha zobuchwepheshe ukuze zibambe umhlaba wazo kuthungelwano lonikezelo lwehlabathi olukrazukileyo.
Ixesha lokuposa: Jul-08-2025