Isi mmalite: Wall Street News Official
Ọnụahịa nkeAlumina (Aluminom Oxide)erutela ọkwa kachasị elu ya n'ime afọ abụọ a, nke butere mmụba na mmepụta site n'aka ụlọ ọrụ alumina nke China. Mmụba a na ọnụ ahịa alumina zuru ụwa ọnụ emeela ka ndị na-emepụta ihe na China gbasaa ikike mmepụta ha ma jiri ohere ahịa ahụ mee ihe.
Dịka data kachasị ọhụrụ sitere na SMM International si kwuo, na June 13thNa 2024, ọnụ ahịa alumina na Western Australia rịrị elu ruo $510 kwa tọn, nke pụtara ọkwa dị elu ọhụrụ kemgbe Maachị 2022. Mmụba nke afọ na-agabiga 40% n'ihi nsogbu ọkọnọ na mbido afọ a.
Mmụba ọnụ ahịa a dị oke elu emeela ka mmadụ nwee mmasị n'ihe gbasara mmepụta ihe n'ime ụlọ ọrụ alumina (Al2O3) nke China. Monte Zhang, onye isi njikwa nke AZ Global Consulting, kpughere na a na-ahazi ọrụ ọhụrụ maka mmepụta na Shandong, Chongqing, Inner Mongolia na Guangxi n'ọkara nke abụọ nke afọ a. Na mgbakwunye, Indonesia na India na-emekwa ka ikike mmepụta ha dịkwuo elu ma nwee ike iche nsogbu ndị na-abịa n'ime ọnwa iri na asatọ sochirinụ ihu.
N'afọ gara aga, nsogbu ọkọnọ na China na Australia emeela ka ọnụ ahịa ahịa dị elu nke ukwuu. Dịka ọmụmaatụ, Alcoa Corp kwupụtara mmechi nke ụlọ ọrụ mmepụta ihe alumina Kwinana ya nke nwere ikike ruru nde tọn 2.2 kwa afọ na Jenụwarị. Na Mee, Rio Tinto kwupụtara ike majeure na ibu sitere na ụlọ ọrụ mmepụta ihe alumina ya nke dị na Queensland n'ihi ụkọ gas sitere n'okike. Nkwupụta iwu a na-egosi na enweghị ike imezu ọrụ nkwekọrịta n'ihi ọnọdụ a na-apụghị ịchịkwa.
Ihe ndị a abụghị naanị mere ka ọnụ ahịa alumina (alumine) dị na London Metal Exchange (LME) ruo elu ọnwa iri abụọ na atọ kamakwa ọ mụbara ọnụ ahịa mmepụta maka aluminom na China.
Agbanyeghị, ka ọkọnọ ji nwayọọ nwayọọ na-agbake, a na-atụ anya na ọnọdụ ọkọnọ dị n'ahịa ga-ebelata. Colin Hamilton, onye nduzi nke nyocha ngwa ahịa na BMO Capital Markets, na-atụ anya na ọnụ ahịa alumina ga-ebelata ma rute ọnụ ahịa mmepụta, na-ada n'ime ihe karịrị $300 kwa tọn. Ross Strachan, onye nyocha na CRU Group, kwenyere na echiche a ma kwuo na email na ọ gwụla ma enwere nsogbu ndị ọzọ na ọkọnọ, mmụba ọnụahịa dị nkọ gara aga kwesịrị ịkwụsị. Ọ na-atụ anya na ọnụ ahịa ga-ada nke ukwuu ma emechaa afọ a mgbe mmepụta alumina ga-amaliteghachi.
Agbanyeghị, onye nyocha Morgan Stanley bụ Amy Gower na-enye echiche dị mma site n'ikwu na China egosipụtala ebumnuche ya ịchịkwa ikike nrụpụta alumina ọhụrụ nke nwere ike imetụta nguzozi nke ọkọnọ ahịa na ọchịchọ. N'akụkọ ya, Gower mesiri ike: "N'ikpeazụ, uto na mmepụta alumina nwere ike ịdị oke. Ọ bụrụ na China akwụsị ịbawanye ikike mmepụta, enwere ike inwe ụkọ ogologo oge na ahịa alumina."