Ka la 5 Phupu, senatla se seholo sa joala sa Amerika Constellation Brands se senotse hore litefiso tsa tsamaiso ea Trump tsa 50% ho aluminium e tsoang kantle ho naha li tla baka keketseho ea litšenyehelo tse ka bang limilione tse likete tse 20 selemong sena sa lichelete, ho sutumelletsa Amerika Leboea.indasteri ea aluminiumketane ho ea pele ho papali. Leha lino tse tahang tsa Mexico li ntse li natefeloa ke mekoloto ea lekhetho, biri e kentsoeng ka makotikoti a aluminium e tla lefisoa makhetho a macha, e amang phaello ea khoebo ka kotloloho. Ntoa ena e bonahalang e le ea litefiso e lebisitseng indasteri ea aluminium ha e le hantle e pepesa likhohlano tse tebileng lipakeng tsa mekhatlo ea machaba le baetsi ba melaoana molemong oa tokiso ea phepelo ea thepa ea lefats'e.
Phetiso ea litšenyehelo: 'mokoloto o sa bonahaleng oa lekhetho' ka har'a makotikoti a biri
Tlas'a lebitso la Constellation, lihlahisoa tsa biri tse kang Corona le Modro li itšetlehile ka ho feletseng ka makotikoti a aluminium a tsoang linaheng tse ling a tsoang Mexico, 'me leano le lecha la litefiso le ekelitse theko ea bona ea aluminium ka hoo e ka bang $1200 ka tone. Ho sa tsotellehe khatiso ea CFO Gals Hankinson mabapi le "bothata ba ho fetisa litšenyehelo ka botlalo," 'maraka o arabetse: theko ea eona ea theko e theohile ka 31% ho feta selemo,' me boleng ba eona ba 'maraka bo fetohile mouoane ka ho feta $ 13 limilione tse likete. Hoa thahasellisa hore Mokhatlo oa Canadian Aluminium Association o senoletse hore tekanyo ea sebele ea ts'ebetsong ea litefiso tsa aluminium ea Canada ke United States ke 65% feela ea chelete e phatlalalitsoeng, e bolelang hore lik'hamphani li ka qoba litšenyehelo tse ling ka khoebo ea lipalangoang, empa ts'ebetso ena e bohlooho e tobane le kotsi ea tlhahlobo ea meetlo.
Tokiso ea Chain Chain: Leano la ho Hedging la Canadian Aluminium '
Ho sebetsana le phello ea litefiso, lik'hamphani tsa aluminium tsa Canada li potlakisa ntlafatso ea bokhoni. Alumina Alouette e tsetetse $ 1.1 limilione tse likete ho atolosa mokelikeli oa eona oa Quebec, ka bokhoni bo lebelletsoeng ba tlhahiso ea lithane tse 650000 ka 2026, keketseho ea 40% ho tloha boemong ba hona joale. Ketso ena ha se feela ho finyella tlhokahalo ea United States, empa hape e reretsoe ho hapa 'maraka oa Europe - ka mor'a hore EU e behe litefiso tse eketsehileng ho aluminium e tsoang linaheng tse ling ka lebaka la litefiso tsa carbon, tlhōlisano ea aluminium ea Canada lefapheng la tlhahiso ea likoloi e eketsehile haholo. Jean Simard, CEO oa Canadian Aluminium Association, o senoletse hore haeba litefiso tsa US li tsoela pele ho fihlela 2026, 'muso o ka kenya ts'ebetsong "Industry Stabilization Fund" ho fokotsa khatello ea likhoebo ka likoloto tsa lekhetho kapa likalimo tse tlaase tsa phaello.
Ntoa ea Indasteri: Khohlano lipakeng tsa matla a litheko le papali ea maano
Tlaleho ea lichelete ea Alcoa e bontša hore ka Q1 2025, e ile ea lahleheloa ke liranta tse limilione tse 20 ka lebaka la litefiso, 'me tahlehelo e lebeletsoeng ho Q2 e lebeletsoe ho atolosa ho $ 90 milione. Leha ho le joalo, theko ea eona ea theko e ile ea phahama ka 12% khahlanong le mokhoa ona, e bontšang tebello ea 'maraka ea litefiso tsa nako e telele. Khanyetsano ena e bakoa ke mefokolo ea sebopeho sa matla a ho qhibilihisa a United States: leha litefiso li ikemiselitse ho nchafatsa liindasteri tsa lehae, matla a ho qhibilihisa aluminium United States ke lithane tse 670000 feela (ka tlase ho 1/4 ea China), 'me ho qala bocha bo sa sebetseng ho hloka hore ho be le matsete a makhuts'oanyane a limilione tse 6 ho tsoa kantle ho naha. Ka nako e ts'oanang, Alcoa Amerika Leboea, k'hamphani ea Mexico, e fetohile mohlodi ea patiloeng tlas'a litefiso ka ho kopanya ka ho toba "bauxite alumina electrolytic aluminium" ho laola litšenyehelo tse akaretsang tse ka tlase ho $ 2500 ka tone.
Consumer Fission: The 'Green Revolution' ea Beer Can
Khatello ea litefiso e tsamaisa phetoho ea theknoloji indastering. Letšoao la Constellation le sebelisana le Ball Corporation ho etsa makotikoti a aluminium a bobebe, ho fokotsa tšebeliso ea aluminium ka lekotikoti ho tloha ho ligrama tse 13.6 ho isa ho ligrama tse 9.8 le ho boloka $0.35 ka lebokose. Haeba leano lena la "phokotso" le tumme, le ka fokotsa tšebeliso ea selemo le selemo ea aluminium ea indasteri ea biri ea US ka lithane tse 120000, tse lekanang le ho fokotsa boholo ba likepe tse 30 tsa thepa. Empa ntlafatso ea tikoloho e hloka tšebelisano-'moho ea ketane eohle ea indasteri - sekhahla sa ho sebelisa aluminium United States se eketsehile ho tloha ho 50% ka 2019 ho isa ho 68% ka 2025, empa matla a tlhahiso ea aluminium e nchafalitsoeng e ntse e le ka morao ho sekhahla sa kholo ea tlhokahalo, e leng se bakang litheko tse phahameng tsa aluminium ea mantlha.
Seipone sa Geopolitical: Bothata ba "De Sinicization" ba Indasteri ea Aluminium ea Amerika Leboea
Ho sa tsotellehe boiteko ba United States ba ho bopa bocha ketane ea phepelo ea aluminium ka litefiso, China e ntse e le eona e hlahisang aluminium e nchafalitsoeng lefatšeng ka bophara (e etsang 35% ka 2025). Likhamphani tsa aluminium tsa Canada li se li qalile ho tlisa li-ingots tsa aluminium tse nchafalitsoeng ho tsoa Chaena le ho li etsa lihlahisoa tsa maemo a holimo bakeng sa ho romelloa kantle ho naha ho qoba litefiso. "Leano lena la ho potoloha" le entse hore ho be le keketseho ea selemo le selemo ea 45% ea lihlahisoa tsa sebele tsa aluminium e nchafalitsoeng ho tloha Chaena ho ea United States. Ntho e hlokomelehang le ho feta ke hore European Aluminium Association e hlahisitse nyeoe le WTO, e qosa litefiso tsa US ka ho tlōla litumellano tsa khoebo ea mahala. Haeba kahlolo e ka tšeptjoa, e ka baka ts'oenyeho ea bobeli ketane ea indasteri ea aluminium lefatšeng ka bophara.
Ntoa e ipatileng holim'a matla a theko ea lisebelisoa e ntse e phahama pakeng tsa merafo ea koporo e Andes le li-smelters tsa aluminium Amerika Leboea. Ha litefiso li fetoha sebetsa se tloaelehileng lipapaling tsa khoebo, lik'hamphani li ka fumana ho leka-lekana lipakeng tsa litjeho tsa ho latela melao le boqapi ba theknoloji e le ho ts'ehetsa ketane ea phepelo ea lefats'e e senyehileng.
Nako ea poso: Jul-08-2025