Ngomhla wesi-3 kweyoKwindla ngo-2026, iindaba zangaphandle zibike ukuba ngenxa yengxabano eyandayo kuMbindi Mpuma, abavelisi be-aluminium behlabathi baye barhoxisa okanye bavumela ukuba iikowuteshini zabo zeprimiyamu zekota kubathengi baseJapan ziphelelwe lixesha, bevavanya ngokukhawuleza iingozi zokhuseleko lokuthunyelwa ngeStrait of Hormuz. Njengendlela yokulinganisa amaxabiso e-Asia.imakethi ye-aluminium, ukumiswa kweengxoxo zeprimiyamu ye-aluminium eJapan kuchaphazela ngokuthe ngqo indlela amaxabiso e-aluminium yengingqi aqala ngayo.
Ngokutsho kwabathathi-nxaxheba kwimarike ababandakanyeka kwiingxoxo zamaxabiso, iSouth32 kunye neRio Tinto ngaphambili babecaphule abathengi baseJapan iprimiyamu yexesha lokuthunyelwa kwempahla ukususela ngo-Epreli ukuya kuJuni 2026: iSouth32 icaphule i-$220/ton, ngelixa iRio Tinto icaphule i-$250/ton, emele ukunyuka kwe-13% ~ 28% xa kuthelekiswa nekota yangoku, nto leyo ebonisa ukunyuka kweeprimiyamu zaphesheya. Iprimiyamu yeSouth32 iphelelwe lixesha ngoLwesihlanu odlulileyo, ngelixa iRio Tinto irhoxise ngokusesikweni iprimiyamu yayo ngomhla wesi-2 kuMatshi, ngokuyintloko ngenxa yesidingo sokuvavanya impembelelo enokubakho yeengxabano ekuthuthweni kwempahla kunye nokuphazamiseka kokunikezelwa.
IJapan lilizwe elithengisa kakhulu i-aluminium ephambili e-Asia, kwaye i-premium yayo yekota yokuqala ye-aluminium (iprimiyamu engaphezulu kwexabiso le-LME) isebenza njengomlinganiselo wamaxabiso kwimarike ye-aluminium yaseMpuma Asia. Ukumiswa ngokudibeneyo kweekowuteshini ziinkampani ezinkulu zamazwe ngamazwe ngeli xesha kubonisa ukuba indlela yokubeka amaxabiso yengingqi yexesha elifutshane ifikelele kwimeko yokulinda nokubona, kwaye iprimiyamu yomngcipheko wobonelelo inyuke ngokukhawuleza.
Ummandla weMpuma Ephakathi ubandakanya malunga ne-9% yamandla emveliso ye-aluminium kwihlabathi liphela, kwaye ukuthuthwa kwezinto ezisetyenzisiweyo kunye neemveliso ezigqityiweyo kuxhomekeke kakhulu kwiStrait of Hormuz. Le meko ikhula ngamandla ibangele iinkxalabo zemarike malunga nokuphazamiseka kokuthunyelwa kweenqanawa, ukunqongophala kwezinto ezisetyenzisiweyo, kunye nokulibaziseka kokuthunyelwa kwamanye amazwe, okunyusa amaxabiso e-aluminium ye-LME, ukunciphisa iiprimiyamu ezithengiswayo, kunye nokwanda kolindelo lwemarike lokuqinisa ukunikezelwa kweempahla.
Abantu abangaphakathi kushishino babonisa ukuba ukuba iprimiyamu esemgangathweni e-Asia iyanda ngenxa yokunyuka kweprimiyamu yomngcipheko, nokuba kunqongophala kobonelelo lwexesha elifutshane kunokubangela ukuba iprimiyamu ye-aluminium yengingqi iqhubeke nokunyuka kangangeenyanga eziliqela, nto leyo exhasa ngakumbi amaxabiso e-aluminium.
Ixesha lokuthumela: Matshi-04-2026