Waxaa jira calaamado muujinaya in yaraanta sahayda ee khalkhalisay suuqa badeecadaha oo riixday qiimaha aluminium ee 13-sano sare usbuucan uma badna in la yareeyo muddada gaaban - tani waxay ahayd shirkii ugu weynaa ee aluminium ee Waqooyiga Ameerika oo dhammaaday Jimcihii. Is-afgaradka ay gaareen soosaarayaasha, macaamiisha, ganacsatada iyo gaadiidleyda.
Sababo la xiriira baahida sii kordheysa, caqabadaha maraakiibta iyo xannibaadaha wax soo saarka ee Aasiya, qiimaha aluminiumku wuxuu kor u kacay 48% sanadkan, taas oo kicisay walaac ku saabsan sicir bararka suuqa, iyo soosaarayaasha alaabada macaamiishu waxay wajahayaan weerar laba jibaar ah oo ah yaraanta alaabta ceeriin iyo koror xoog leh kharashka
Shirka Harbor Aluminium Summit oo loo qorsheeyay in lagu qabto Chicago Sebtembar 8-10, kaqeybgalayaal badan ayaa sheegay in yaraanta sahaydu ay sii wadi doonto inay sii waddo warshadaha inta badan sanadka soo socda, kaqeybgaleyaasha qaar xitaa waxay saadaalinayaan inay qaadan karto ilaa shan sano si loo xalliyo. dhibaatada sahayda.
Waqtigan xaadirka ah, silsiladda sahayda caalamiga ah ee maraakiibta konteenarrada iyada oo tiirku uu si adag isugu dayayo inuu la socdo baahida kor u kaca ee badeecadaha iyo inuu ka gudbo saameynta shaqo la'aanta uu sababay cudurka cusub ee taajka. Yaraanta shaqaalaha iyo darawallada baabuurta ee warshadaha aluminiumku waxay sii xumeeyeen dhibaatooyinka warshadaha aluminium.
“Annaga, xaaladda hadda jirta aad ayay u qasan tahay. Nasiib darro, marka aan rajaynayno 2022, uma maleyneyno in xaaladdan ay baabi'i doonto mar dhow," Mike Keown, Maamulaha Guud ee Commonwealth Rolled Products, ayaa ka sheegay shir madaxeedka, "Annaga, xaaladda adag ee hadda jirta ayaa hadda bilaabatay, taas oo dhici doonta. naga digtoonow”.
Dawlada dhexe waxay inta badan soo saartaa aluminiumka alaabta lagu daro waxayna ka iibisaa warshadaha baabuurta. Sababtoo ah yaraanta semiconductors, warshadaha baabuurta laftooda ayaa sidoo kale wajahaya dhibaatooyin wax soo saar.
Dad badan oo ka qeyb galay shirka Aluminium-ka Harbor ayaa sidoo kale sheegay in shaqo la’aanta ay tahay dhibaatada ugu weyn ee hadda soo wajahday, isla markaana aysan garaneyn goorta ay xaaladdan meesha ka bixi doonto.
Adam Jackson, oo ah madaxa ganacsiga birta ee Aegis Hedging, ayaa wareysi uu bixiyay ku yiri, "Amarrada macaamiisha ayaa runtii aad uga badan inta ay u baahan yihiin. Waxa laga yaabaa in aanay filanayn in ay helaan dhamaantood, laakiin haddii ay si xad dhaaf ah u dalbadaan, waxa laga yaabaa in ay ku dhawaadaan waxa laga filayo. Dabcan, haddii qiimuhu hoos u dhaco oo aad haysato alaab dheeraad ah oo aan la dabooli karin, markaa habkani waa mid halis ah."
Sida qiimaha aluminiumku kor u kaco, soosaarayaasha iyo macaamiishu waxay ka wada xaajoonayaan qandaraasyada saadka sanadlaha ah. Iibsadayaasha ayaa isku dayaya in ay dib u dhigaan inta ugu badan ee suurtogalka ah si ay heshiis u gaaraan, sababtoo ah qiimaha maraakiibta ee maanta waa mid aad u sarreeya. Intaa waxaa dheer, sida uu sheegay Jorge Vazquez, oo ah agaasimaha maamulka ee Intelligence Harbor, waxay weli daawanayaan oo ay sugayaan inay arkaan in Ruushka, soo saaraha aluminium ee labaad ee ugu weyn adduunka, uu ilaalin doono canshuur dhoofinta qaali ah ilaa sanadka soo socda.
Dhammaan kuwan ayaa laga yaabaa inay muujiyaan in qiimuhu kor u kici doono. Intelligence Harbor waxay sheegtay inay rajaynayso in celceliska qiimaha aluminiumka ee 2022 uu gaadhi doono ilaa US$2,570 halkii ton, taas oo ka sarraysa 9% celceliska qiimaha aluminiumka ilaa hadda sanadkan. Harbor waxay sidoo kale saadaalisay in khidmadaha Midwest ee Mareykanka uu kor ugu kici doono abid ugu sarreeya 40 senti halkii rodol rubuci afraad, koror 185% ah dhammaadka 2020.
"Fowdadu waxay weli noqon kartaa sifo wanaagsan hadda," ayuu yiri Buddy Stemple oo ah maamulaha shirkadda Constellium SE, isagoo sameynaya ganacsiga alaabada duuban. "Weligay ma soo kulmin xilli sidan oo kale ah waxaana la kulmay caqabado badan isku mar.
Waqtiga post: Seb-16-2021