Xigasho: Wargeyska Wall Street News
QiimahaAlumina (Alumina Oxide)Labadii sano ee la soo dhaafay waxay gaartay heerkeedii ugu sarreeyay, taasoo keentay koror ku yimid wax soo saarka warshadaha alumina ee Shiinaha. Kororka qiimaha alumina ee adduunka ayaa ku kallifay soosaarayaasha Shiinaha inay si firfircoon u ballaariyaan awooddooda wax soo saar oo ay ka faa'iidaystaan fursadda suuqa.
Sida laga soo xigtay xogtii ugu dambeysay ee ka soo baxday SMM International, Juun 13thSannadkii 2024, qiimaha alumina ee Galbeedka Australia ayaa kor u kacay ilaa $510 halkii tan, taasoo muujinaysa heerkii ugu sarreeyay tan iyo Maarso 2022. Kororka sannad-sannadeedka ayaa ka badan 40% sababo la xiriira carqaladeynta sahayda horraantii sannadkan.
Kordhinta qiimaha ee muhiimka ah ayaa kicisay xamaasadda wax soo saarka gudaha warshadaha alumina (Al2O3) ee Shiinaha. Monte Zhang, agaasimaha maamulka ee AZ Global Consulting, ayaa shaaca ka qaaday in mashaariic cusub loo qorsheeyay wax soo saarka Shandong, Chongqing, Inner Mongolia iyo Guangxi qeybta labaad ee sanadkan. Intaa waxaa dheer, Indonesia iyo Hindiya ayaa sidoo kale si firfircoon u kordhinaya awoodooda wax soo saar waxayna la kulmi karaan caqabado badan 18-ka bilood ee soo socda.
Sannadkii la soo dhaafay, carqaladeynta sahayda ee Shiinaha iyo Australia ayaa si weyn u kordhisay qiimaha suuqa. Tusaale ahaan, Alcoa Corp waxay ku dhawaaqday xiritaanka warshaddeeda alumina ee Kwinana oo leh awood sanadle ah oo ah 2.2 milyan oo tan bishii Janaayo. Bishii Maajo, Rio Tinto waxay ku dhawaaqday majeure xoog leh oo saaran shixnadaha ka imanaya warshadeeda alumina ee fadhigeedu yahay Queensland sababo la xiriira yaraanta gaaska dabiiciga ah. Bayaankan sharciga ah wuxuu muujinayaa in waajibaadka qandaraaska aan la fulin karin sababo la xiriira xaalado aan la xakamayn karin.
Dhacdooyinkani ma aysan keenin oo keliya in qiimaha alumina (aluminium) ee London Metal Exchange (LME) uu gaaro heerkii ugu sarreeyay 23 bilood, laakiin sidoo kale waxay kordhiyeen kharashyada wax soo saarka ee aluminiumka gudaha Shiinaha.
Si kastaba ha ahaatee, marka sahaydu si tartiib tartiib ah u soo kabato, xaaladda sahayda ee suuqa ayaa la filayaa inay yaraato. Colin Hamilton, oo ah agaasimaha cilmi-baarista badeecadaha ee BMO Capital Markets, ayaa saadaaliyay in qiimaha alumina uu hoos u dhici doono oo uu u dhawaan doono kharashyada wax soo saarka, isagoo hoos ugu dhici doona in ka badan $300 tankiiba. Ross Strachan, oo ah falanqeeye ka tirsan CRU Group, ayaa ku raacsan aragtidan wuxuuna ku sheegay iimayl in haddii aysan jirin carqalado dheeraad ah oo ku yimaada saadka, kororka qiimaha ee hore ee fiiqan waa inuu dhammaadaa. Wuxuu filayaa in qiimuhu uu si weyn hoos ugu dhici doono dabayaaqada sanadkan marka wax soo saarka alumina uu dib u bilowdo.
Si kastaba ha ahaatee, falanqeeye Morgan Stanley Amy Gower ayaa soo bandhigaysa aragti taxaddar leh iyadoo tilmaamaysa in Shiinuhu uu muujiyay ujeeddadiisa ah inuu si adag u xakameeyo awoodda cusub ee sifeynta alumina taas oo saameyn ku yeelan karta dheelitirka sahayda suuqa iyo baahida. Warbixinteeda, Gower waxay ku nuuxnuuxsatay: "Muddada dheer, kobaca wax soo saarka alumina wuu xaddidan karaa. Haddii Shiinuhu joojiyo kordhinta awoodda wax soo saarka, waxaa jiri kara yaraanta muddada dheer ee suuqa alumina."