Muva nje, uMichael Fymer, i-Commodity Stratestiont Strategist eBhange LaseMelika, wabelana ngemibono yakhe emakethe ye-aluminium embikweni. Ubikezela ukuthi yize kunendawo elinganiselwe amanani entengo a-aluminium akhuphuke esikhathini esifushane, imakethe ye-aluminium ihlala iqinile futhi amanani e-aluminium kulindeleke ukuthi aqhubeke nokukhula esikhathini eside.

I-Widmer yaveza embikweni wakhe ukuthi yize kukhona indawo elinganiselwe amanani e-aluminium akhuphuke esikhathini esifushane, imakethe ye-aluminium okwamanje isesimweni esishubile, futhi uma sekufunwa amanani ashesha futhi, amanani entengo e-LME aluminium kufanele avuke futhi. Ubikezela ukuthi ngo-2025, inani elijwayelekile le-aluminium lizofika ku- $ 3000 ngethani ngalinye, futhi imakethe izobhekana nokuhlinzekwa futhi ifune igebe lamathani ayizigidi eziyi-2.1. Lokhu kubikezela akubonisi ukuqiniseka okuqinile kwe-widmer ngokuthambekela kwesikhathi esizayo kwemakethe ye-aluminium, kodwa futhi kukhombisa izinga lokungezwani kokuhlinzekwa kwemakethe ye-Aluminium emhlabeni jikelele kanye nobudlelwano.

Ukubikezela okunethemba lomuntu we-Widmer kususelwa ezicini eziningi. Okokuqala, ngokululama komnotho wembulunga yonke, ikakhulukazi ekwakhiweni kwengqalasizinda nasekukhiqizweni, isidingo se-aluminium kulindeleke ukuthi siqhubeke nokukhula. Ngaphezu kwalokho, ukuthuthukiswa okusheshayo komkhakha omusha wemoto yamandla kuzoletha nesidingo esikhulu esikhuphukayo emakethe ye-aluminium. Isidingo sealuminiyamuEzimweni ezintsha zamandla ezimoto ziphakeme kakhulu kunalezo zemvelo zendabuko, ngoba i-aluminium inezinzuzo ezinjengezinzuzo ezingasindi, ukubhujiswa, kanye nokuvuselelwa okuhle okushisayo, okwenza kube yinto ebaluleke kakhulu ekwenziweni kwezimoto ezintsha zamandla.

Okwesibili, ukulawulwa komhlaba okuqinile okuqinile kokukhishwa kwekhabhoni kukhipha amathuba amasha emakethe ye-aluminium.Aluminiyamu, njengento engasindi, kuzosetshenziswa kabanzi emikhakheni efana nezimoto ezintsha zamandla. Ngasikhathi sinye, inani lokuphinda lisebenze kabusha le-aluminium liphezulu kakhulu, elihambisana nokuthambekela kwentuthuko esimeme emhlabeni. Lezi zinto zonke zinomthelela ekuqhubeni ukukhula kwesidingo se-aluminium.

Umkhuba we-Aluminium Market ubuye abhekane nezinselelo ezithile. Muva nje, ngenxa yokwenyuka kokuhlinzekwa kanye nokufunwa kokufaka inkathi ye-off-inkathi yokusebenzisa, amanani e-aluminium athole ukwehla okuthile. Kepha i-windmer ikholelwa ukuthi lokhu kudonsela phansi kungokwesikhashana, futhi abashayeli be-macroeconomic kanye nokulungiswa kwezindleko kuzonikeza ukwesekwa kwamanani entengo ye-aluminium. Ngaphezu kwalokho, waphinde waveza ukuthi njengomkhiqizi omkhulu kanye nomthengi we-aluminium, ukushoda kukagesi kwe-China kungahle kwandise ukungezwani emakethe ye-aluminium.