Ka la 18 Pulungoana, setsi sa lefats'e sa thepa Glencore se phethile phokotso ea sekheo sa eona sa Century Aluminium, e leng moetsi e moholo ka ho fetisisa oa aluminium United States, ho tloha ho 43% ho isa ho 33%. Phokotso ena ea thepa e tsamaisana le fensetere ea phaello e kholo le ho eketseha ha theko ea thepa bakeng sa ba qhibilihisang aluminium ea lehae ka mor'a ho eketseha ha litefiso tsa US aluminium tse tsoang linaheng tse ling, e leng se lumellang Glencore ho fumana limilione tsa lidolara licheleteng tsa matsete.
Semelo sa mantlha sa phetoho ena ea tekano ke tokiso ea maano a litefiso tsa US. Ka June 4th ea selemo sena, tsamaiso ea Trump United States e phatlalalitse hore e tla eketsa litefiso tsa aluminium ka makhetlo a mabeli ho 50%, ka morero o hlakileng oa pholisi ea ho khothaletsa lichelete tsa indasteri ea aluminium ea lehae le tlhahiso ho fokotsa ho itšetleha ka aluminium e tsoang linaheng tse ling. Hang ha leano lena le se le kenngoe tšebetsong, hang-hang le ile la fetola mokhoa oa phepelo le tlhokahalo ea US'maraka oa aluminium- litšenyehelo tsa aluminium tse tsoang linaheng tse ling li ile tsa eketseha haholo ka lebaka la litefiso, 'me ba qhibilihisang aluminium sebakeng seo ba ile ba fumana karolo ea' maraka ka melemo ea theko, ba rua molemo ka ho toba Century Aluminium e le moetapele oa indasteri.
Joaloka mong'a karolo e moholo oa nako e telele oa Century Aluminium, Glencore e na le khokahano e tebileng ea ketane ea indasteri le k'hamphani. Boitsebiso ba sechaba bo bontša hore Glencore ha e na feela ho lekana ka Century Aluminium, empa e boetse e phetha karolo ea bobeli ea bohlokoa: ka lehlakoreng le leng, e fana ka alumina ea lihlahisoa tse tala tsa Century Aluminium ho netefatsa botsitso ba tlhahiso ea eona; Ka lehlakoreng le leng, e na le boikarabello ba ho ngola hoo e batlang e le lihlahisoa tsohle tsa aluminium tsa Century Aluminium Amerika Leboea le ho li fa bareki ba malapeng United States. Mokhoa ona oa tšebelisano-'moho oa "equity + industry chain" o thusa Glencore ho tšoara ka nepo liphetoho tsa ts'ebetso ea ts'ebetso le liphetoho tsa boleng ba Century Aluminium.
Kabelo ea litefiso e na le phello e kholo e matlafatsang ts'ebetso ea Century Aluminium. Lintlha li bonts'a hore tlhahiso ea mantlha ea aluminium ea Century Aluminium e fihlile ho lithane tse 690000 ka 2024, e behiloe pele har'a lik'hamphani tsa mantlha tsa tlhahiso ea aluminium United States. Ho latela Trade Data Monitor, bophahamo ba aluminium ea US ea 2024 ke lithane tse limilione tse 3.94, e leng se bontšang hore aluminium e tsoang linaheng tse ling e ntse e na le karolo e kholo ea 'maraka ho la US. Kamora ho nyolloa ha litefiso, bahlahisi ba aluminium ba tsoang kantle ho naha ba hloka ho kenyelletsa 50% ea litefiso tsa litefiso liqotsong tsa bona, e leng se bakileng ho theoha ho hoholo ha tlholisano ea theko ea bona. Phaello ea 'maraka ea bokhoni ba tlhahiso ea lehae e totobatsoa, e khothaletsa kholo ea phaello ka kotloloho le keketseho ea theko ea thepa ea Century Aluminium, e leng ho theha maemo a matle bakeng sa phokotso ea phaello ea Glencore.
Le hoja Glencore e fokolitse karolo ea eona ka 10%, e ntse e boloka boemo ba eona e le mong'a eona e moholo ka ho fetisisa oa Century Aluminium ka karolo ea 33%, 'me tšebelisano ea eona ea ketane ea indasteri le Century Aluminium ha e e-s'o fetohe. Bahlahlobisisi ba 'maraka ba bontšitse hore phokotso ena ea thepa e kanna ea ba ts'ebetso ea mekhahlelo bakeng sa Glencore ho ntlafatsa kabo ea thepa. Kamora ho natefeloa ke melemo ea likabelo tsa pholisi ea litefiso, e ntse e tla arolelana meputso ea nako e telele ea nts'etsopele ea indasteri ea aluminium ea lehae United States ka boemo ba eona ba taolo.
Nako ea poso: Nov-20-2025