The London Metal Exchange (LME) thepa ea aluminium e ntse e tsoela pele ho theoha, e theohela ho lithane tse 322000 ho tloha ka June 17, e otla tlaase ho tloha ka 2022 le ho theoha ho hoholo ha 75% ho tloha tlhōrōng ea lilemo tse peli tse fetileng. Ka morao ho data ena ho na le papali e tebileng ea phepelo le mokhoa oa tlhokahalo 'marakeng oa aluminium: tefiso ea sebaka bakeng sa aluminium ea likhoeli tse tharo e tlohile ho tloha ho theolelo ea $ 42 / tonne ka April ho ea ho premium,' me litšenyehelo tsa ho atolosa bosiu li nyolohetse ho $ 12.3 / ton, e bontšang khatello ea maemo a malelele ho petetsa maemo.
Mathata a thepa: phokotso ea chelete ea lichelete e hokahaneng le lipapali tsa lipolotiki
Ho tloha ka Phuptjane, ke lithane tse 150 feela tsa lirisiti tsa polokelo tse ngolisitsoeng bakeng sa thepa ea aluminium ea LME, 'me karolo ea bobeli ho tse tharo ea thepa e teng ke aluminium ea Russia e thibetsoeng ke US le UK. China e potlakisitse ho monya ha lithane tse 741000 tsa aluminium ea Russia ho tloha ka Pherekhong ho isa ho Mmesa, keketseho ea selemo le selemo ea 48%. Leha ho le joalo, lapeng electrolytic aluminium bokgoni ba tlhahiso e atamela pholisi siling ea lithane tse limilione tse 45, 'me inventory ea nako e fetileng e synchronously theohile ho 16 khoeli tlaase. Tlas'a khatello ea phepelo le tlhokahalo, mokelikeli oa 'maraka oa aluminium o bonts'a mokhoa oa "polao e habeli".
Ho Hlophisa Bocha ba Khoebo: Mefuta e Patehileng ea Phallo ea Litšila tsa Aluminium
Mokhoa oa khoebo oa lefats'e oa aluminium ea khale o ntse o fetoha haholo: United States e sebelisa mekoloto ea litefiso ho hohela ho khutla ha aluminium ea khale, e amang moralo oa indasteri ea aluminium e sebelisoang hape ea China. Lintlha li bonts'a hore tlhahiso ea aluminium e nchafalitsoeng ea China e tla fihla ho lithane tse limilione tse 10.5 ka 2024, e leng karolo ea 20% ea phepelo eohle ea aluminium. Leha ho le joalo, lithibelo tse ntseng li eketseha tsa kantle ho naha linaheng tsa Asia Boroa-bochabela li qobelletse lik'hamphani tsa China ho theha lifeme Malaysia le Thailand ho sebetsana le litšila tsa boleng bo tlase. Ka nako e ts'oanang, European Union e khothaletsa ho ikhotsofatsa ka ho sebelisoa hape ha aluminium e senyehileng, 'me karolo ea Japane ea aluminium e sebelisoang hape e fihlile ho 100%. Tlholisano ea lefats'e ea aluminium ea khabone e tlase e ntse e mpefala le ho feta.
Phetoho ea indasteri: tlhokahalo e ts'oanang ea maemo a holimo le lithibelo tsa maano
Phetoho ea sebopeho sa Indasteri ea Aluminium ea China e ntse e eketseha: Ka 2024, karolo ea lihlahisoa tse ekelitsoeng boleng bo holimo joalo ka sefofane.lipoleiti tsa aluminiummme matlapa a matla a betri tlhahisong ea aluminium ea lithane tse limilione tse 42 e tla nyolohela ho 35%. Palo ea aluminium e sebelisoang likoloing tse ncha tsa matla e tlohile ho tloha ho 3% ka 2020 ho ea ho 12%, e leng eona enjene ea mantlha ea kholo ea tlhokahalo. Leha ho le joalo, ts'epo ea kantle ea bauxite e feta 70%, siling ea matla ea aluminium ea electrolytic e lekanyelitsoe, 'me e kopantsoe le khatello ea Lekhetho la Moeli oa Moeli oa Carbon (CBAM), katoloso ea indasteri e tobana le mathata a mangata.
Tebello ea bokamoso: Liphephetso tsa sebopeho nakong ea ha thepa e tlase
Litlhahlobo li fana ka maikutlo a hore boits'oaro ba hajoale ba LME ba ho petetsa aluminium bo fetisitse khakanyo ea nako e khuts'oane mme bo fetohile teko ea khatello ea maikutlo bakeng sa ho tiea ha phepelo ea phepelo ea aluminium lefatšeng ka bophara. Haeba boemo bo tlase ba thepa bo tsoela pele, 'maraka o ka tloha ho "cyclical surplus" ho ea "khaello ea sebopeho". Likhoebo li hloka ho ela hloko litlamorao tse kopaneng tsa likotsi tsa tikoloho, liphetoho tsa leano la khoebo, le lithibelo tsa bokhoni, le katleho ea theknoloji e nchafalitsoeng ea aluminium le ho kenya lisebelisoa tsa boleng bo holimo e ka ba senotlolo sa ho phunyeletsa.
Nako ea poso: Jun-26-2025