Tlas'a ts'usumetso e 'meli ea ho hlaphoheloa ha tlhokahalo le tšitiso ea ketane ea phepelo, litheko tsa aluminium li ile tsa nyolohela holimo ka lilemo tse 13.Ka nako e ts'oanang, litsi li fapane mabapi le tataiso ea kamoso ea indasteri.Bahlahlobisisi ba bang ba lumela hore litheko tsa aluminium li tla tsoela pele ho nyoloha.Mme litsi tse ling li se li qalile ho fana ka litemoso tsa 'maraka oa bere, li re tlhoro e fihlile.
Ha theko ea aluminium e ntse e phahama, Goldman Sachs le Citigroup ba phahamisitse litebello tsa bona bakeng sa litheko tsa aluminium.Khakanyo ea morao-rao ea Citigroup ke hore likhoeling tse tharo tse tlang, litheko tsa aluminium li ka nyolohela ho US $ 2,900 / ton, 'me litheko tsa aluminium tsa likhoeli tse 6-12 li ka nyolohela ho US $ 3,100 / ton, kaha theko ea aluminium e tla fetoha ho tloha' marakeng oa poho ea cyclical ho ea ho moralo oa moralo. poho maraka.Ka karolelano theko ea aluminium e lebelletsoe ho ba US $ 2,475 / ton ka 2021 le US $ 3,010 / ton selemong se tlang.
Goldman Sachs o lumela hore pono ea ketane ea phepelo ea lefats'e e ka 'na ea senyeha,' me theko ea aluminium ea nakong e tlang e lebeletsoe hore e phahame ho feta, 'me theko ea aluminium ea bokamoso bakeng sa likhoeli tse latelang tsa 12 e phahamiselitsoe ho US $ 3,200 / ton.
Ho phaella moo, setsebi se ka sehloohong sa moruo sa Trafigura Group, e leng k'hamphani ea machaba ea khoebo ea thepa, o ile a boela a bolella mecha ea litaba ka Labobeli hore litheko tsa aluminium li tla tsoela pele ho otla ka holimo ho latela maemo a tlhokahalo e matla le ho tebisa likhaello tsa tlhahiso.
Lentsoe le utloahalang
Empa ka nako e ts'oanang, mantsoe a mangata a ile a qala ho bitsa 'maraka hore o kokobele.Motho ea amehang ea ikarabellang oa China Nonferrous Metals Industry Association o boletse haufinyane hore litheko tse phahameng tsa aluminium tse pheta-phetoang li kanna tsa se tšoarelle, mme ho na le "likotsi tse tharo tse sa tšehetsoeng le tse peli tse kholo."
Motho ea ikarabellang o boletse hore lintlha tse sa tšehetseng keketseho e tsoelang pele ea litheko tsa aluminium li kenyelletsa: ha ho na khaello e totobetseng ea phepelo ea aluminium ea electrolytic, 'me indasteri eohle e etsa boiteko bo bong le bo bong ho netefatsa phepelo;keketseho ea litšenyehelo tsa tlhahiso ea aluminium ea electrolytic ho hlakile hore ha e phahametse ho eketseha ha theko;tšebeliso ea hona joale ha e ntle ho lekana ho tšehetsa litheko tse phahameng joalo tsa aluminium.
Ho phaella moo, o ile a boela a bua ka kotsi ea ho lokisoa ha 'maraka.O boletse hore keketseho e kholo ea hajoale ea litheko tsa aluminium e entse hore lik'hamphani tse sebetsanang le aluminium tse tlase li hlomohe.Haeba liindasteri tse tlaase li tsielehile, kapa esita le hang ha litheko tse phahameng tsa aluminium li thibela tšebeliso ea li-terminal, ho tla ba le lisebelisoa tse ling, tse tla sisinya motheo oa ho eketseha ha theko le ho lebisa Theko e hula ka potlako boemong bo phahameng ka nako e khutšoanyane, e etsa kotsi ea tsamaiso.
Motho ea ikarabellang o boetse a bua ka phello ea ho tiisa maano a lichelete a libanka tse kholo tsa lefats'e ka litheko tsa aluminium.A re maemo a phokotso ea chelete ao ho seng mohla a kileng a bonoa ke ona a susumetsang lebelo lena la litheko tsa thepa, 'me hang ha boemo ba lichelete bo fokotseha, litheko tsa thepa le tsona li tla tobana le likotsi tse kholo tsa tsamaiso.
Jorge Vazquez, molaoli ea ka sehloohong oa Harbour Intelligence, feme ea boeletsi ea US, le eena o lumellana le Mokhatlo oa China oa Nonferrous Metals Industry Association.O boletse hore tlhoko ea aluminium e fetile tlhoro ea eona ea potoloho.
"Re bona lebelo la tlhokahalo ea meralo Chaena (bakeng sa aluminium) e fokotseha", kotsi ea ho putlama ha indasteri e ntse e eketseha, 'me theko ea aluminium e ka' na ea e-ba kotsing ea ho oa ka potlako, Vazquez o boletse sebokeng sa indasteri ea Harbor ka Labone.
Bofetoheli ba Guinea bo hlahisitse matšoenyeho mabapi le tšitiso ea ketane ea phepelo ea bauxite 'marakeng oa lefatše.Leha ho le joalo, litsebi tsa indasteri ea bauxite ea naha ena li boletse hore ha ho bonolo hore phetohelo ena e ka ba le phello e kholo ea nako e khuts'oane ea ho romelloa kantle ho naha.
Nako ea poso: Sep-13-2021