Chitubu: Wall Street News Official
Mutengo weAlumina (Aluminum Oxide)yasvika padanho rayo repamusoro mumakore maviri aya, zvichikonzera kuwedzera kwekugadzirwa kweindasitiri yealumina muChina. Kukwira uku kwemitengo yealumina pasi rose kwakaita kuti vagadziri vekuChina vawedzere kugona kwavo kugadzira uye kushandisa mukana wemusika.
Sekureva kwedata razvino kubva kuSMM International, musi wa13 ChikumithMuna 2024, mitengo yealumina kuWestern Australia yakakwira kusvika pamadhora mazana mashanu negumi patani, zvichiratidza kukwira kutsva kubva munaKurume 2022. Kuwedzera kwegore negore kwapfuura 40% nekuda kwekukanganiswa kwemagetsi kutanga kwegore rino.
Kukwira kukuru kwemitengo uku kwakakurudzira kufarira kugadzirwa kwealumina (Al2O3) muChina. Monte Zhang, mukuru weAZ Global Consulting, akaburitsa pachena kuti mapurojekiti matsva akarongerwa kugadzirwa muShandong, Chongqing, Inner Mongolia neGuangxi mukati mehafu yechipiri yegore rino. Pamusoro pezvo, Indonesia neIndia dziri kuwedzerawo kugona kwadzo kugadzira uye dzinogona kusangana nematambudziko ekuwanda kwezvigadzirwa mumwedzi gumi nemisere inotevera.
Mugore rapfuura, kukanganiswa kwemagetsi muChina neAustralia kwakakwidza mitengo zvakanyanya pamusika. Semuenzaniso, Alcoa Corp yakazivisa kuvharwa kwefekitori yayo yeKwinana alumina ine simba rematani mamiriyoni 2.2 pagore muna Ndira. Muna Chivabvu, Rio Tinto yakazivisa force majeure pamitoro inobva kufekitori yayo yealuminium iri kuQueensland nekuda kwekushomeka kwegasi rechisikigo. Chiziviso ichi chepamutemo chinoratidza kuti zvibvumirano hazvigone kuzadzikiswa nekuda kwemamiriro ezvinhu asingadzoreki.
Zviitiko izvi hazvina kungokonzera kuti mitengo yealumina (alumine) paLondon Metal Exchange (LME) isvike pakakwirira kwemwedzi makumi maviri nematatu chete asiwo zvakawedzera mitengo yekugadzira aluminum muChina.
Zvisinei, sezvo kuwanikwa kuri kudzokororwa zvishoma nezvishoma, mamiriro ekushaikwa kwekupa zvinhu mumusika anotarisirwa kudzikira. Colin Hamilton, director wezvekutsvagisa zvinhu kuBMO Capital Markets, anotarisira kuti mitengo yealumina ichadzikira uye ichasvika pamitengo yekugadzira, ichidonha mukati memadhora anodarika mazana matatu patani. Ross Strachan, muongorori weCRU Group, anobvumirana nemaonero aya uye anotaura muemail kuti kunze kwekunge paine kumwe kukanganiswa kwekuwanikwa kwezvinhu, kukwira kwemitengo kwakakura kwakapfuura kunofanira kupera. Anotarisira kuti mitengo ichadzikira zvakanyanya gare gare gore rino apo kugadzirwa kwealumina kuchatangazve.
Kunyange zvakadaro, muongorori weMorgan Stanley, Amy Gower, anopa maonero ekungwarira nekutaura kuti China yakaratidza chinangwa chayo chekudzora zvakasimba kugona kwayo kunatsa alumina izvo zvinogona kukanganisa kuenzana kwekuwanikwa kwemusika uye kudiwa kwayo. Mumushumo wake, Gower anosimbisa kuti: "Mukufamba kwenguva, kukura kwekugadzirwa kwealumina kunogona kuderera. Kana China ikarega kuwedzera kugona kwayo kugadzira, panogona kuve nekushomeka kwenguva refu mumusika wealumina."