Haufinyane tjena, Michael Widmer, setsebi sa maano a thepa Bank of America, o ile a arolelana maikutlo a hae ka 'maraka oa aluminium tlalehong.O bolela esale pele hore le hoja ho na le sebaka se lekanyelitsoeng sa hore theko ea aluminium e phahame ka nako e khutšoanyane, 'maraka oa aluminium o ntse o le thata' me litheko tsa aluminium li lebeletsoe hore li tsoele pele ho hōla ka nako e telele.

Widmer o bontšitse tlalehong ea hae hore le hoja ho na le sebaka se lekanyelitsoeng sa hore litheko tsa aluminium li nyolohe ka nako e khutšoanyane, 'maraka oa aluminium o ntse o le boemong bo tsitsitseng,' me hang ha tlhokahalo e potlakisa hape, litheko tsa aluminium tsa LME li lokela ho nyoloha hape.O bolela esale pele hore ka 2025, theko e tloaelehileng ea aluminium e tla fihla ho $ 3000 ka tonne, 'me' maraka o tla tobana le lekhalo la phepelo le tlhokahalo ea lithane tse limilione tse 2,1.Polelo ena ha e bonts'e feela ts'epo e tiileng ea Widmer molemong oa nako e tlang ea mmaraka oa aluminium, empa hape e bonts'a boemo ba tsitsipano lipakeng tsa phepelo ea 'maraka oa aluminium le tlhokahalo ea lefats'e.

Likhakanyo tsa Widmer tse nang le tšepo li ipapisitse le lintlha tse ngata.Taba ea pele, ka ntlafatso ea moruo oa lefats'e, haholo kahong ea meralo ea motheo le tlhahiso, tlhoko ea aluminium e lebelletsoe ho tsoela pele ho hola.Ntle le moo, nts'etsopele e potlakileng ea indasteri ea likoloi tse ncha le eona e tla tlisa tlhoko e kholo ea 'maraka oa aluminium.Tlhokahalo eaaluminiumlikoloing tse ncha tsa matla li phahame haholo ho feta tsa likoloi tsa setso, hobane aluminium e na le melemo e kang bobebe, ho hanyetsa kutu, le conductivity e ntle ea mocheso, e leng se etsang hore e be thepa ea bohlokoa haholo ha ho etsoa likoloi tse ncha tsa matla.

Taba ea bobeli, taolo e matla e ntseng e eketseha ea lefats'e ea tlhahiso ea khabone le eona e tlisitse menyetla e mecha 'marakeng oa aluminium.Aluminium, e le thepa e bobebe, e tla sebelisoa haholo libakeng tse kang likoloi tse ncha tsa matla.Ka nako e ts'oanang, sekhahla sa ho tsosolosoa ha aluminium se batla se phahame, se lumellanang le mokhoa oa tsoelo-pele e tsitsitseng ea lefats'e.Lintlha tsena kaofela li kenya letsoho kholisong ea kholo ea tlhoko ea aluminium.

Mokhoa oa 'maraka oa aluminium o boetse o tobana le mathata a mang.Haufinyane tjena, ka lebaka la phepelo e ntseng e eketseha le tlhokahalo e kenang nakong ea tšebeliso, litheko tsa aluminium li bile le ho theoha ho itseng.Empa Widmer o lumela hore pullback ena ke ea nakoana, 'me bakhanni ba macroeconomic le tlhokomelo ea litšenyehelo li tla fana ka tšehetso bakeng sa litheko tsa aluminium.Ho feta moo, o boetse a bontša hore joalo ka mohlahisi e moholo le moreki oa aluminium, khaello ea China ea phepelo ea motlakase e ka mpefatsa tsitsipano 'marakeng oa aluminium.