Hana LME Tasirin Karfe na Rasha akan Aluminum

Bayan sanarwar memba da aka buga akan gidan yanar gizon hukuma na LME, wanda ya bayyana cewaLMEAn lura da hasashe a kafofin watsa labarai game da ba da shawarwari kan ci gaba da garantin karafa na asalin Rasha, LME ta tabbatar da cewa ba da takardar tattaunawa ta kasuwa wani zaɓi ne wanda a halin yanzu ke cikin la'akari.Yayin da LME ke la'akari da yiwuwar takardar tattaunawa, har yanzu ba ta yanke shawarar ko za ta fitar da irin wannan takarda ba.Idan an fitar da takardar tattaunawa a kan lokaci, duk wani ƙarin matakan da LME za ta iya ɗauka a nan gaba kuma za ta yi la'akari da ra'ayin mai tambayoyin.

Dangane da wannan shiri na LME, wasu masana masana’antu sun ce, “Turai ba ma ta kai ga samun iskar gas ba, kuma a yanzu haka tana jefar da karafan da ba na tafe ba, wanda sakamakonsa ba za a iya misaltuwa ba, kuma da zarar LME ta kammala yanke shawarar a hukumance, ba haka ba ne. -Farashin ƙarfe na ƙarfe na iya canzawa sosai."

Bisa ga fahimtar dan jarida, a gaskiya, a farkon 2018 LME ya ƙi karɓar kayayyakin aluminum daga kasar Rasha.A ranar 6 ga Afrilu, 2018, Amurka, bisa dalilan da Rasha ta yi katsalandan a zaben Amurka, ta sanya takunkumi ga wasu gungun 'yan kasuwa na oligarch na Rasha, ciki har da dan kasuwa Deripaska da kamfanoni uku da ke karkashinsa - wanda ya shafi kamfanin aluminum na Rasha (Rusal). ƙuntata ciniki a cikin aluminum na Rasha.A ranar 10 ga Afrilu na wannan shekarar, LME ta dakatar da isar da ingots na aluminium mai alamar Rusal.

Bayan faruwar lamarin, LMEfarashin aluminumYa tashi ci gaba, daga ƙarancin dala 1,977 kan kowace ton zuwa $2,718 kan kowace ton a ranar 19 ga Afrilu, ko kuma 37.48%, kafin LSE aluminum ta nutse kuma a ƙarshe ta koma kan tushe yayin da Amurka ta sassauta takunkumin da ta kakaba wa Rasha, wanda a ƙarshe aka ɗage bisa hukuma a watan Janairu 2019.

Baya ga karfen aluminium, sai kuma nickel."Tarihi kuma yana nuna halaye iri ɗaya.Daga cikin kowane takunkumin, girma da tsayin daka na aikin aluminum ya fi na sauran karafa.Babban dalili shi ne cewa, ga aluminum, kasar Sin za ta iya zama mai dogaro da kanta yayin fitar da kusan tan miliyan 5, babu bukatar shigo da shi daga Rasha, don haka an sanya wa almuran na Rasha takunkumi don tasiri kasuwar waje kadan.Ya bambanta, da nickel farashin yi ne in mun gwada da m, domin nickel, kasar Sin kusan duk shigo da, don haka, ko takunkumi ko a'a, babban adadin Rasha nickel samar iya aiki za a iya fitar dashi zuwa kasar Sin, kawai dan kadan more tasiri a kan ciki da kuma. bambancin farashin waje, wanda ya haifar da fadada asarar shigo da kayayyaki, amma ana iya gyara lokaci."

A watan Fabrairun 2022, bayan barkewar rikici tsakanin Rasha da Ukraine, damuwa game da yaduwar nickel na duniya ya haifar da kasuwa mai tilastawa a cikin Maris, yana tura farashin nickel zuwa babban rikodin, kasuwar waje sau ɗaya daga kusan $ 20,000 / ton. ya kai sama da $100,000/ton.a ranar 7 ga Maris, karuwar kwana guda na 72.67% a cikin LSE nickel, sannan kuma sokewar biliyoyin daloli na ma'amalar nickel a cikin LME, a matsayin martani, akwai kudaden shinge kamar yadda 'yan kasuwa suka kaddamar da wani matakin da'awar akan LME. .

Kasar Rasha ita ce babbar mai samar da nickel da tagulla da aluminium, kuma duk wani yunkuri da za ta yi zai canza yanayin da kasashen duniya ke yi na rashin taki da karafa.Goldman Sachs ya ce, idan LME ta daina yin ciniki da karafa na Rasha, ikon da masu siyar da kayan masarufi na yammacin Turai zai yi matukar lalacewa, amma ba za a toshe gaba daya ba.

Wasu masana masana'antu sun ce a baya LME ta ce ba za ta yi aiki da karafa na Rasha ba fiye da ka'idojin takunkumi, yayin da takunkumin Turai da Amurka kan Rasha gaba daya bai shafi Rusal, Norilsk Nickel (Nornickel) da sauran manyan kamfanonin karafa na Rasha ba.Duk da haka, kamar yadda aka gani daga fitowar bayanai na baya-bayan nan, sabon motsi na LME da alama yana nuna sauyi a cikin halayen masana'antar karfe game da samar da Rasha.A cikin 'yan shekarun nan, tare da ci gaba da raguwar abubuwan ƙirƙira na gida da na ƙasashen waje na nau'ikan ƙarfe na tushe, idan aka kwatanta da ƙimar kasuwancin ƙasa da ƙasa da kasuwar LME ta yi tsada, abubuwan ƙirƙira na LME na yanzu sun zama masu wahala a kunna aikin "ballast" na daidaita gajerun hanyoyin. lokacin samar da kasuwa da ma'aunin buƙatu, wanda kuma shine dalilin matsanancin sauye-sauyen farashi na gajeren lokaci na LME aluminum, nickel, zinc da sauran nau'ikan a cikin 2022. Wannan wani muhimmin al'amari ne a cikin matsanancin sauye-sauyen farashin aluminum, nickel. da zinc akan LME a cikin 2022.

A bangaren masana'antu, kayan aikin zinc ingot da tagulla na katode na jan ƙarfe sun faɗi don yin rikodin ƙananan matakan, kuma abubuwan da aka samu na zinc sun kasance ƙasa da matakin lokacin ajiya na bara.Tun daga ranar 29 ga Satumba, LME kayan aikin zinc sun tsaya a tan 53,900, raguwa mai yawa na ton 27,100 daga tan 81,100 a ƙarshen Yuni;Zinc ingot SMM na cikin gida ya tsaya a tan 81,800 kamar na 26, raguwar tan 100,000 daga tan 181,700 a ƙarshen Yuni.

Ana sa ran za a kara matsa lamba kan yanayin farashin karafa ba na karfe ba a cikin kwata na hudu, amma karfin wasu nau'ikan na iya zama daban-daban, jan karfe da zinc saboda farashin karshen ma'adinan, ribar da ake samu yanzu ta fi girma, tallafin farashi ya fi rauni, ƙarancin ƙima yana nunawa a cikin bambancin kowane wata da ɗagawa tabo, don haka cikakken farashin har yanzu yana da yuwuwar saukar da matsin lamba ta hanyar macro, electrolytic aluminum, saboda kaddarorin makamashi mai ƙarfi, aikin zai kasance mai ƙarfi, ba- ferrous karafa Ciki ya zama mafi tare da nau'in, ko nuna wani girgiza karewa yanayin.

Farashin Aluminum a cikin kwata na huɗu zai kasance da ƙarfi fiye da jan ƙarfe da zinc, babban ma'anar har yanzu yana cikin tashin hankali na makamashi wanda ya haifar da hauhawar farashi a cikin aluminum sama da sauƙin nunawa, in mun gwada da magana, jan ƙarfe kwanan nan akwai raƙuman gaji da ɗakin karatu ana sa ran, yayin da ake sake dawo da kuɗaɗen sarrafa kayan aiki, akwai goyon baya ga masu tsattsauran ra'ayi don haɓaka yuwuwar ƙimar farawa, tashin hankali wadata ƙasa da aluminum.Kuma matsi na rage yawan sinadarin zinc daga Turai ne, don haka akwai wani tallafi mai ƙarfi, tsawon lokaci don ganin an yanke samar da Turai don faɗaɗa ma'adinin zinc ɗin akwai fatan samun sauƙi, amma kuma ba zai wuce gona da iri ba, don haka a cikin oscillation na karfi.

LME Ban Rasha Aluminum


Lokacin aikawa: Oktoba-11-2022