Haufinyane tjena, ho bile le liphetoho tse kholo ho data ea aluminium ea London Metal Exchange (LME), haholo-holo ka karolo ea lihlahisoa tsa aluminium tsa Russia le tsa India le nako ea ho leta bakeng sa ho pepa, e seng e hohetse tlhokomelo e atileng 'marakeng.
Ho latela lintlha tsa morao-rao tse tsoang ho LME, lethathamo la aluminium ea Russia (lirisiti tse ngolisitsoeng tsa polokelo) tse fumanehang bakeng sa tšebeliso ea 'maraka libakeng tsa polokelo tsa LME li theohile ka 11% ka Tšitoe 2024 ha ho bapisoa le Pulungoana. Lebaka le ka sehloohong la phetoho ena ke hore barekisi le bareki ba tloaetse ho qoba ho koloka Port Klang naheng ea Malaysia ho reka aluminium ea India ha ba khetha mehloli ea aluminium. Ho elella bofelong ba December, kakaretso ea lirisiti tsa polokelo ea thepa e ngolisitsoeng bakeng sa aluminium ea Russia e ne e le lithane tse 163450, e leng karolo ea 56% ea kakaretso ea thepa ea aluminium ea LME, e fokotsehileng haholo ha e bapisoa le lithane tse 254500 qetellong ea November, e leng 67%.
Ka nako e ts'oanang, palo ea lirisiti tsa polokelo ea aluminium e hlakotsoeng ea LME Port Klang e fihlile ho lithane tse 239705. Ho hlakola lirisiti tsa polokelo hangata ho bolela aluminium e ntšitsoeng ntlong ea polokelo empa e e-so fihle ho moreki. Ho eketseha ha palo ena ho ka bolela hore ho na le aluminium e ngata e emetseng ho tlisoa kapa nakong ea ho tsamaisoa. Sena se mpefatsa matšoenyeho a 'maraka ka hophepelo ea aluminium.
Ke habohlokoa ho hlokomela hore le hoja thepa ea aluminium ea Russia e fokotsehile, karolo ea aluminium ea India ho LME aluminium inventory e ntse e eketseha butle-butle. Ho tloha bofelong ba Tšitoe, lirisiti tse ngolisitsoeng tsa polokelo ea aluminium ea India li fihlile ho lithane tse 120225, e leng karolo ea 41% ea kakaretso ea thepa ea aluminium ea LME, ho tloha ho 31% mafelong a Pulungoana. Phetoho ena e bontša hore 'maraka o batla mehloli e mengata ea aluminium ho finyella tlhokahalo,' me aluminium ea India e ka fetoha khetho ea bohlokoa.
Ka sebopeho se fetohang sa thepa ea aluminium, nako ea ho leta ea ho pepa e ntse e eketseha. Ho tloha bofelong ba Tšitoe, nako ea ho leta bakeng sa ho tlisoa ha aluminium ea LME e fihlile matsatsi a 163. Ho ema nako e telele ha ho ekelle litšenyehelo tsa transaction feela, empa hape ho ka beha khatello ho phepelo ea 'maraka, ho eketsa litheko tsa aluminium.
Liphetoho tsa sebopeho sa thepa ea aluminium ea LME le katoloso ea nako ea ho leta bakeng sa ho fana ke matšoao a bohlokoa a mmaraka. Liphetoho tsena li ka bonts'a tlhokahalo e ntseng e hola ea aluminium 'marakeng, maemo a tsitsipano lehlakoreng la phepelo, le phello ea phallo lipakeng tsa mehloli e fapaneng ea aluminium.
Nako ea poso: Jan-14-2025