LONDON, Gunyana 1 (Reuters) - Mamwe maviri ekuEurope anonyungudutsa aruminiyamu ari kumisa kugadzirwa sezvo dambudziko remagetsi mudunhu risingaratidzi zviratidzo zvekureruka.
Slovenian Talum ichacheka kugadzirwa nechikamu chimwe chete muzvishanu chehukwanisi hwayo, nepo Alcoa (AA.N) ichicheka mutsara paLista chirimwa muNorway.
Inosvika miriyoni imwe yematani eEuropean primary aluminum kugadzira simba parizvino uye zvimwe zvinogona kuvharwa seindasitiri inozivikanwa nekunetsana nesimba nekukwira kwemitengo yemagetsi.
Zvisinei, misika yealuminium yakabvisa matambudziko ekugadzirwa kwekukura muEurope, nemwedzi mitatu yeLondon Metal Exchange (LME) mitengo yakaderera kusvika kumwedzi we16 yakaderera ye $ 2,295 patani neChina mangwanani.
Iko kushomeka kwemutengo wepasirese wepasirese kunoratidza kukwira kuri kuita kugadzirwa muChina uye yakawedzera kushushikana nezve kudiwa muChina nepasirese.
Asi vatengi muEurope neUS vanozongowana zororo zvishoma sezvo mari dzekuwedzera dzichiramba dziri pamusoro-soro sezvo misiyano yedunhu inodzika pasi "mutengo uzere" wesimbi.
Maererano neInternational Aluminium Institute (IAI), kugadzirwa kwealuminium kunze kweChina kwakadonha 1% mumwedzi minomwe yekutanga yegore.
Kuwedzera kwekugadzirwa muSouth America nePersian Gulf hakugone kumisa zvizere kuwedzeredza kwesimba kuvhunduka kune zvigayo zvesimbi muEurope neUS.
Kubva munaNdira kusvika Chikunguru, kugadzirwa muWestern Europe kwakadzikira 11.3% gore negore, nekugadzirwa kwegore negore kunoramba kuri pasi pemamiriyoni matatu ematani kekutanga muzana rino remakore.
Kugadzirwa muNorth America kwakadzikira 5.1% panguva imwe chete kusvika kune gore negore kuburitsa 3.6 miriyoni matani muna Chikunguru, zvakare yakaderera muzana rino remakore.
Kudzikira kwakanyanya kwakaratidza kuvharwa kwakazara kweCentury Aluminium (CENX.O) muHavesville uye kudzikiswa zvishoma kweAlcoa's Warrick chirimwa.
Huyero hwekuvhuvhuta kwemubatanidzwa kune zvigayo zvesimbi zvinotarisirwa kutsigira mitengo yakananga yeLME.
Gore rapfuura, vanyungudutsi veChina vakabatana vakacheka goho repagore nematani anopfuura mamirioni maviri, uye mapurovhinzi akati wandei akamanikidzwa kuvhara kuti asangane nezvinangwa zvinotyisa zvesimba idzva.
Vagadziri veAluminium vakapindura nekukurumidza kune dambudziko resimba rechando ririkuenderera mberi, zvichimanikidza Beijing kuti imbosiya zvirongwa zvayo zvekubvisa carbonization.
Kugadzirwa kwegore negore kwakawedzera nematani 4.2 miriyoni mumwedzi minomwe yekutanga ya2022 uye iko zvino kwasvika rekodhi yepamusoro inosvika 41 miriyoni matani.
Dunhu reSichuan rakavhara miriyoni imwe yematani ealuminium muna Chikunguru nekuda kwekusanaya kwemvura uye kudzimwa kwemagetsi, izvo zvichaderedza asi kwete kumisa kuvhiya.
Zvirambidzo zvemagetsi muSichuan zvakarovawo vagadziri vealuminium, zvichiwedzera kushushikana nezvemamiriro ekudiwa muChina.
Kusanaya kwemvura, masaisai ekupisa, matambudziko ezvivakwa muchikamu chezvivakwa uye kuvharika kuri kuramba kuchiitika nekuda kweCCIDID-19 kwakadzora basa rekugadzira remutengi mukuru wealuminium.Official PMI naCaixin vakapinda muzvibvumirano muna Nyamavhuvhu.verenga zvakawanda
Iko kusapindirana nekuwedzera kwakanyanya kwekupa kunozviratidza, senge mumusika weChinese aluminium, apo simbi yakawandisa inoyerera nenzira yekutumira kunze kwezvigadzirwa zvehafu-yapera.
Kutengeswa kunze kwenyika kwezvinonzi semi-akapedza zvigadzirwa senge mabara, tsvimbo, waya uye foil yakakwira rekodhi yakakwira matani mazana matanhatu nemakumi mapfumbamwe nemakumi mapfumbamwe muna Chikunguru, nekutakura-kusvika-parizvino kwakakwira 29% kubva pamazinga 2021.
Mafungu ekutengeswa kunze kwenyika haachatyora zvipingamupinyi zvekutengeserana zvakamisikidzwa zvakananga neUnited States kana Europe, asi zvichave nemhedzisiro pane yekutanga kudiwa kune dzimwe nyika.
Zvinodiwa munyika yese zvino zvinoratidzika kunge zvisingachinji sezvo kukanganiswa kwemitengo yemagetsi yakakwira kunopararira mukati mechikamu chekugadzira.
Chiitiko cheindasitiri muEurope chakaitwa muchibvumirano chemwedzi wechipiri wakateedzana muna Chikunguru nekuda kwemitengo yakakwira yesimba uye kuderera kwakanyanya kwekuvimba kwevatengi.
Kubva pamaonero epasirese, kukura kwekupa kweChina kwakawedzera kuderera kwekubuda kweEurope, uye zvigadzirwa zvaro zviri kukurumidza kukura semi-akapedzwa zvinotengeswa kunze kwenyika zviri kudurura kuita isina kusimba yekuda pateni.
Nguva yeLME inopararira zvakare hairatidze parizvino kushomeka kwemasimbi aripo.Kunyange zvazvo masheya aichinja-chinja pamakore akawanda akaderera, mari yekubhadhara kumwedzi mitatu yesimbi yakavharwa pa $ 10 patani.MunaFebruary, yakasvika $ 75 patani, apo mashizha makuru akawedzera zvakanyanya.
Mubvunzo wakakosha hausi wekuti kune zvisingaoneki masheya pamusika, asi kuti ndepapi chaipo padzinochengetwa.
Maprimiyamu emuviri muEurope nekuUS akadzikira mumwedzi yezhizha asi anoramba ari epamusoro-soro maererano nezvakaitika kare.
Semuenzaniso, iyo CME premium muUS Midwest yadonha kubva pamadhora mazana masere nemakumi masere nesere muna Kukadzi (pamusoro pemari yeLME) kusvika pamadhora mazana mashanu nemakumi masere nerimwe parizvino, asi ichiri pamusoro pepamusoro pegore ra2015 nekuda kwekunetsana kwekurodha mitsara pane yekuchengetedza network yeLME.Zvimwe chetezvo pamari yekuwedzera yebasa pasimbi dzekuEurope, inongodarika madhora mazana mashanu patani.
IUS neEurope misika yakashomeka, asi musiyano uripo pakati pekuwanikwa kwenzvimbo uye kudiwa kuri kuwedzera gore rino, zvichireva kuti machaji ekuwedzera anodiwa kukwezva mamwe mayunitsi.
Kusiyana neizvi, mari dzekuwedzera dzekuAsia dzakadzikira uye dziri kuramba dzichiderera, nemutengo wepamusoro weJapan paCME pari zvino uri kutengeswa nemari ingangoita madhora makumi mapfumbamwe pagore zvichienzaniswa neLME.
Iyo yepasirese premium chimiro inokuudza kuti yasara papi izvozvi, zvese maererano neanowanikwa masimbi ekutanga uye maererano nehafu-yakapedza zvigadzirwa zvinotengeswa kunze kwenyika kubva kuChina.
Inotaridzawo musiyano uripo pakati pemitengo yealuminium iripo pakati peiyo LME yepasi rose bhenji uye kuwedzera kusiyanisa kubhadharisa kwedunhu.
Kwakanga kuri kubuda uku kwakatungamira mukusuwa kweLME pamusoro pedambudziko rakaipisisa rekutakura zvinhu muhafu yekutanga yemakore gumi apfuura.
Vatengi vari kuita zvirinani panguva ino nekutengesa CME uye LME premium makondirakiti.
Kutengeserana pazvibvumirano zvinobhadharwa neCME Group muUS Midwest neEurope zvakawedzera, uye iyo yekupedzisira ikasvika rekodhi gumi nemazana nemazana manomwe emakondirakiti muna Chikunguru.
Sezvo simba remagetsi uye kugadzirwa kwealuminium mudunhu richitsauka kubva pamutengo wepasi rose weLME, mavhoriyamu matsva ane chokwadi chekubuda.
Senior Metals Columnist aimbovhara misika yesimbi yeindasitiri yeMetals Vhiki uye aive EMEA merchandise editor yeKnight-Ridder (yakazozivikanwa seBridge).Akavamba Metals Insider muna 2003, akazvitengesa kuna Thomson Reuters muna 2008, uye ndiye munyori weSiberian Dream (2006) nezveRussia Arctic.
Mitengo yemafuta yakaramba yakagadzikana neChishanu asi yakaderera svondo rino nekuda kwedhora rakasimba uye kutyirwa kuti kuderera kwehupfumi kunogona kudzikisira kudiwa kwemafuta emafuta.
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Iyo yakanyanya kuwanda mhinduro yekugadzirisa ako ese akaoma uye ari kukura mutero uye kutevedzera zvinodiwa.
Svika isingaenzaniswi data rezvemari, nhau, uye zvirimo mune inogoneka workflows padesktop, webhu, uye nharembozha.
Wona isingaenzaniswi portfolio yenguva chaiyo uye nhoroondo yemusika data, pamwe neruzivo kubva kune epasi rose masosi uye nyanzvi.
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