Ukufudumala Okuvela Engqungqutheleni Yemboni Ye-Aluminium: Isimo Se-Global Aluminium Supply Tight Sinzima Ukudambisa Esikhathini Esifushane

Kunezinkomba zokuthi ukushoda kokuhlinzeka okuphazamise imakethe yezimpahla futhi kwaphusha amanani e-aluminium akhuphuka eminyakeni engu-13 kuleli sonto cishe ngeke kuncishiswe esikhathini esifushane-lokhu bekusengqungqutheleni ye-aluminium enkulu kunazo zonke eNyakatho Melika ephele ngoLwesihlanu. Ukuvumelana okufinyelelwe ngabakhiqizi, abathengi, abahwebi nabathuthi.

Ngenxa yesidingo esikhulayo, izingqinamba zemikhumbi kanye nemikhawulo yokukhiqiza e-Asia, amanani e-aluminium akhuphuke ngo-48% kulo nyaka, okubangele ukukhathazeka mayelana nokwehla kwamandla emali emakethe, futhi abakhiqizi bezimpahla zabathengi babhekene nokuhlaselwa kabili kokushoda kwempahla eluhlaza kanye nokwenyuka okukhulu izindleko.

Engqungqutheleni ye-Harbour Aluminium Summit ehlelelwe ukuba seChicago ngoSepthemba 8-10, abaningi abebehambele lo mcimbi bathi ukushoda kwezinsiza kuzoqhubeka nokuhlupha imboni ingxenye enkulu yonyaka ozayo, kanti abanye ababekhona baze babikezela ukuthi kungathatha iminyaka emihlanu ukuxazulula. inkinga yokuhlinzeka.

Njengamanje, uchungechunge lokuhlinzekwa kwempahla emhlabeni wonke ngokuthunyelwa kwamabhokisi njengoba insika izama kanzima ukuhambisana nesidingo esikhulayo sezimpahla futhi inqobe umthelela wokushoda kwezisebenzi okubangelwa ubhubhane olusha lomqhele. Ukushoda kwabasebenzi nabashayeli bamaloli ezimbonini ze-aluminium kuye kwabhebhethekisa izinkinga embonini ye-aluminium.

“Kithina isimo esikhona simapeketwane. Ngeshwa, uma sibheke phambili ku-2022, asicabangi ukuthi lesi simo sizoshabalala maduze,” kusho uMike Keown, oyi-CEO yeCommonwealth Rolled Products, engqungqutheleni, “Kithina, isimo esikhona manje esinzima sisanda kuqala, esizokwenza. sigcine siqaphile.”

I-Commonwealth ikhiqiza kakhulu imikhiqizo ye-aluminiyamu ye-value-added futhi iyithengise embonini yezimoto. Ngenxa yokushoda kwama-semiconductors, imboni yezimoto ngokwayo nayo ibhekene nobunzima bokukhiqiza.

Abantu abaningi abebeyingxenye ye-Harbour Aluminium Summit nabo bathe ukushoda kwabasebenzi yinkinga enkulu ababhekene nayo njengamanje, abazi ukuthi lesi simo sizodamba nini.

U-Adam Jackson, inhloko yokuhweba ngensimbi kwa-Aegis Hedging, uthe engxoxweni, “Ama-oda abathengi empeleni maningi kakhulu kunalokho abakudingayo. Bangase bangalindeli ukuzithola zonke, kodwa uma be-oda ngokweqile, bangakwazi ukusondela kulokho okulindeleke ukuba bakwenze. Vele, uma amanani ehla futhi ubambe i-inventory eyengeziwe engabanjwanga, le ndlela iyingozi kakhulu.”

Njengoba amanani e-aluminium enyuka, abakhiqizi nabathengi baxoxisana ngezinkontileka zonyaka. Abathengi bazama ukubambezela ngangokunokwenzeka ukuze bafinyelele isivumelwano, ngoba izindleko zokuthumela zanamuhla ziphezulu kakhulu. Ngaphezu kwalokho, ngokusho kukaJorge Vazquez, umqondisi ophethe we-Harbour Intelligence, basabhekile futhi balinde ukubona ukuthi iRussia, i-aluminiyamu esendaweni yesibili ngobukhulu emhlabeni, izoyigcina yini intela emba eqolo yokuthunyelwa kwempahla kwamanye amazwe kuze kube unyaka ozayo.

Konke lokhu kungase kubonise ukuthi amanani azokhuphuka kakhulu. I-Harbour Intelligence ithe ilindele ukuthi isilinganiso sentengo ye-aluminium ngo-2022 sizofinyelela cishe ku-US $ 2,570 ngethani, okuzoba cishe ngo-9% ngaphezu kwenani elijwayelekile le-aluminium alloy kuze kube manje kulo nyaka. Itheku liphinde libikezele ukuthi iprimiyamu yaseMidwest e-United States izokhuphuka ifinyelele kumasenti angama-40 ngephawundi ngayinye kwikota yesine, okuwukukhuphuka ngo-185% kusukela ekupheleni kuka-2020.

"Izinxushunxushu kusengenzeka kube isichasiso esihle njengamanje," kusho uBuddy Stemple oyi-CEO yakwaConstellium SE, owenza ibhizinisi lemikhiqizo egoqiwe. “Angikaze ngibe nesikhathi esifana nalesi futhi ngibhekane nezinselelo eziningi ngesikhathi esisodwa.


Isikhathi sokuthumela: Sep-16-2021
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