Puna: Te Mana o Ngā Pūrongo o Wall Street
Ko te utu oArumina (Waikura Arumina)kua eke ki tōna taumata teitei rawa atu i roto i ēnei tau e rua, ā, kua piki ake te hanga a te umanga alumina o Haina. Nā tēnei pikinga o ngā utu alumina o te ao kua akiaki i ngā kaihanga Hainamana ki te whakawhānui ake i ō rātou kaha hanga me te hopu i te whai wāhitanga mākete.
E ai ki ngā raraunga hou mai i SMM International, i te 13 o HunethI te tau 2024, i piki ake ngā utu alumina i Te Tai Hauāuru o Ahitereiria ki te $510 mō ia tana, he tohu tēnei i te teitei hou mai i Poutū-te-rangi 2022. Kua neke atu i te 40% te pikinga tau-ki-te-tau nā te aukati i te tuku i te tīmatanga o tēnei tau.
Nā tēnei pikinga nui o te utu kua whakaoho ake te hihiri mō te whakaputa i roto i te umanga alumina (Al2O3) o Haina. I whakaatu a Monte Zhang, te kaiwhakahaere matua o AZ Global Consulting, kua whakaritea he kaupapa hou mō te whakaputa i Shandong, Chongqing, Inner Mongolia me Guangxi i te haurua tuarua o tēnei tau. Hei tāpiri, kei te kaha te whakanui ake a Initonīhia me Inia i ō rātou kaha whakaputa, ā, tera pea ka raru te nui rawa o te tuku i roto i ngā marama 18 e whai ake nei.
I roto i te tau kua hipa, kua piki ake ngā utu mākete nā te aukati i ngā tuku i Haina me Ahitereiria. Hei tauira, i panuitia e Alcoa Corp te katinga o tana whare hanga haumuna Kwinana me te kaha ā-tau o te 2.2 miriona tana i te marama o Hānuere. I te marama o Mei, i whakapuakina e Rio Tinto he āhuatanga kino ki ngā utanga mai i tana whare hanga haumuna kei Queensland nā te korenga o te hau maori. E tohu ana tēnei whakapuakitanga ture kāore e taea te whakatutuki i ngā herenga kirimana nā ngā āhuatanga kāore e taea te whakahaere.
Ehara i te mea nā ēnei huihuinga anake i eke ai ngā utu alumina (alumini) i te London Metal Exchange (LME) ki te taumata teitei rawa i roto i ngā marama 23, engari i piki ake hoki ngā utu hanga mō te konumohe i Haina.
Heoi, i te mea ka hoki mārire te tuku, e matapaetia ana ka māmā ake te āhua o te iti o te tuku i te mākete. E matapaetia ana e Colin Hamilton, te kaiwhakahaere rangahau taonga i BMO Capital Markets, ka heke ngā utu o te alumina, ka tata ki ngā utu whakaputa, ka taka ki roto i te awhe neke atu i te $300 ia tana. E whakaae ana a Ross Strachan, he kaitātari i CRU Group, ki tēnei tirohanga, ā, e kī ana i roto i tētahi īmēra mēnā kāore he raruraru anō i roto i te tuku, me mutu ngā pikinga utu tere o mua. E matapaetia ana e ia ka heke nui ngā utu i muri mai i tēnei tau ina tīmata anō te whakaputa alumina.
Ahakoa rā, kei te tuku te kaitātari o Morgan Stanley, a Amy Gower, i tētahi tirohanga ātaahua mā te tohu kua whakapuaki a Haina i tana hiahia ki te whakahaere tika i te kaha whakamahine alumina hou, ka pā pea ki te taurite o te tuku me te tono o te mākete. I roto i tana pūrongo, ka whakanui a Gower: "Mō te wā roa, ka iti pea te tipu o te hanga alumina. Ki te mutu te whakanui ake a Haina i te kaha whakaputa, tera pea ka roa te korenga o te mākete alumina."