LME's Ban Russian Metals Impact kwiAluminiyam

Kulandela isaziso selungu esifakwe kwiwebhusayithi esemthethweni ye-LME, echaza ukubaLMEbaye baqaphela intelekelelo yemithombo yeendaba malunga nokukhupha uthethwano malunga nesiqinisekiso esiqhubekayo sesinyithi semvelaphi yaseRashiya, i-LME iqinisekisile ukuba ukukhutshwa kwephepha leengxoxo kwimarike ngokubanzi lukhetho oluphantsi koqwalaselo olusebenzayo ngoku.Ngelixa i-LME ithathela ingqalelo iphepha leengxoxo elinokubakho, ayikasithathi isigqibo malunga nokukhupha iphepha elinjalo.Ukuba iphepha lengxoxo likhutshwe ngexesha elifanelekileyo, nawaphi na amanyathelo angaphezulu enokuthatyathwa yi-LME kwixesha elizayo nawo aya kuthathela ingqalelo ingxelo yodliwano-ndlebe.

Ukuphendula inyathelo le-LME, abanye abangaphakathi kwishishini bathi, “IYurophu ayikade ifikelele kwirhasi yendalo, kwaye ngoku iphosa iintsimbi ezingenayo i-ferrous, iziphumo zayo ezingenakucingelwa, kwaye nje ukuba iLME igqibe ngokusesikweni isigqibo, hayi. -amaxabiso entsimbi anokuguquguquka kakhulu.

Ngokokuqonda kwentatheli, enyanisweni, kwango-2018 i-LME yalile ukwamkela iimveliso ze-aluminium ezivela kwilizwe laseRussia.ngo-Epreli 6, 2018, eUnited States, ngenxa yokuphazamiseka okutyholwa eRashiya kunyulo lwase-US, wavumela iqela loosomashishini baseRashiya oligarch, kuquka usomashishini uDeripaska kunye namashishini amathathu aphantsi kolawulo lwakhe - ebandakanya inkampani yaseRashiya ye-aluminium ( Rusal ) ukuthintela urhwebo kwi-aluminium yaseRashiya.Ngomhla we-10 kuEpreli kwangalo nyaka, iLME yanqumamisa ukuhanjiswa kweengots ze-aluminiyam ezinophawu lwaseRusal.

Emva kwesiganeko, i-LMEamaxabiso aluminiyamyenyuka ngokuqhubekayo, ukusuka ezantsi kwi-1,977 yeedola ngetoni ukuya kwi-2,718 yeedola ngetoni nganye nge-19 ka-Epreli, okanye i-37.48%, ngaphambi kokuba i-aluminium ye-LSE idibe kwaye ekugqibeleni ibuyele kwizinto ezisisiseko njengoko i-US yathambisa izohlwayo zayo ngokuchasene neRussia, eyathi ekugqibeleni yanyuswa ngokusemthethweni ngoJanuwari ka-2019.

Ukongeza kwintsimbi ye-aluminium, ilandelwa yi-nickel.“Imbali nayo iziphatha ngendlela efanayo.Phakathi kwesohlwayo ngasinye, ubukhulu kunye nokuzingisa kokusebenza kwe-aluminiyam kuphezulu kunokwezinye iintsimbi.Isizathu esona sizathu kukuba, i-aluminium, i-China inokuzimela ngelixa ithumela ngaphandle kweetoni ezi-5 zezigidi, akukho mfuneko yokungenisa evela eRashiya, ngoko ke i-aluminium yaseRashiya yahlwaywa ukuba ichaphazele imarike yangaphandle kancinci.Ngokwahlukileyo, ukusebenza kwexabiso le-nickel kunobulali, ngenxa yokuba i-nickel, i-China phantse yonke into ephuma kwamanye amazwe, ngoko ke, nokuba izohlwayo okanye hayi, isixa esikhulu somthamo wemveliso ye-nickel yaseRashiya inokuthunyelwa e-China, impembelelo nje encinci kwi-internal and. umahluko wamaxabiso angaphandle, okhokelele ekwandeni kwelahleko evela kwamanye amazwe, kodwa ixesha linokulungiswa.”

NgoFebruwari 2022, emva kokuqhambuka kwengxabano yaseRashiya-Ukraine, inkxalabo malunga nokujikeleza kwehlabathi le-nickel yaseRashiya yabangela imarike enyanzeliswayo ngo-Matshi, iphakamisa ixabiso le-nickel kwirekhodi eliphezulu, imarike yangaphandle kanye ukusuka kufuphi ne-20,000 yeedola / ton, ungxamile ukuya phezulu $100,000 / ton.ngo-Matshi 7, ukunyuka kosuku olunye lwe-72.67% kwi-nickel ye-LSE, kulandelwa ukucinywa kweebhiliyoni zeedola zentengiselwano ze-nickel kwi-LME, ekuphenduleni, kukho iimali ze-hedge kunye nabahwebi baqalise inyathelo lebango ngokuchasene ne-LME. .

IRashiya ngumvelisi omkhulu we-nickel, ubhedu kunye ne-aluminium, kwaye yonke intshukumo iya kutshintsha ngokuqinisekileyo umzila wamazwe ngamazwe we-non-ferrous and base metals.I-Goldman Sachs yathi ukuba i-LME yayiza kuyeka ukurhweba kwiintsimbi zaseRashiya, amandla omthengi waseNtshona ukuthenga isinyithi saseRashiya aya konakala kakhulu, kodwa angavalwanga ngokupheleleyo.

Abanye abangaphakathi kwishishini bathi i-LME yayithe ngaphambili ayizukusebenza kwiintsimbi zaseRussia ngaphandle komda wezohlwayo, ngelixa izohlwayo zaseYurophu nezaseMelika ngokuchasene neRussia ngokubanzi azichaphazeli iRusal, Norilsk Nickel (Nornickel) kunye nezinye iinkampani ezinkulu zentsimbi zaseRussia.Nangona kunjalo, njengoko kubonwa kukukhutshwa kolwazi lwakutsha nje, inyathelo lamva nje le-LME libonakala libonisa utshintsho kwisimo sengqondo soshishino lwesinyithi malunga nonikezelo lwaseRussia.Kwiminyaka yakutshanje, kunye nokucuthwa okuqhubekayo koluhlu lwempahla lwasekhaya nelamazwe ngamazwe lweendidi zentsimbi ezisisiseko, xa kuthelekiswa nomthamo worhwebo wamazwe ngamazwe amaxabiso emalike ye-LME, uluhlu lwangoku lwe-LME luye lwaba nzima ukudlala umsebenzi we-"ballast" wokulawula ixesha elifutshane- unikezelo lwemarike yexesha elide kunye nebhalansi yemfuno, ekwangunobangela wokuguquguquka okugqithisileyo kwexabiso lexesha elifutshane le-LME aluminiyam, i-nickel, i-zinc kunye nezinye iindidi ngo-2022. Le yinto ebalulekileyo ekuguquguqukeni kwexabiso lexesha elifutshane kakhulu le-aluminium, i-nickel. kunye ne-zinc kwi-LME ngo-2022.

Kwicala loshishino, i-zinc ingot kunye ne-copper cathode inventories yawela ukurekhoda amanqanaba aphantsi, kwaye uluhlu lwe-zinc ingot lwalungaphantsi kwinqanaba lexesha lokugcina lonyaka odlulileyo.Ukusukela nge-29 kaSeptemba, uluhlu lwezinki lwe-LME lumi kwiitoni ezingama-53,900, ukuhla okubonakalayo kweetoni ezingama-27,100 ukusuka kwiitoni ezingama-81,100 ekupheleni kukaJuni;yasekhaya zinc ingot SMM wema 81,800 iitoni njengoko of 26, ukuncipha 100,000 iitoni ukusuka 181,700 iitoni ekupheleni kukaJuni.

Kulindeleke ukuba ixabiso lexabiso leentsimbi ezingenayo i-ferrous kwikota yesine liya kunyanzeliswa ngakumbi, kodwa amandla ezinye iintlobo zinokwahluka, ubhedu kunye ne-zinc ngenxa yexabiso lokuphela komgodi, inzuzo yangoku iyancipha, inkxaso yeendleko ibuthathaka, i-inventri ephantsi ibonakaliswe ngakumbi kumahluko wenyanga kunye nokunyuswa kwendawo, ngoko ke ixabiso elipheleleyo lisenalo ithuba loxinzelelo lokuhla ngemvakalelo enkulu, i-aluminiyam ye-electrolytic, ngenxa yeepropati zamandla ezomeleleyo, ukusebenza kuya kuqina, kungabi- iintsimbi zentsimbi Ngaphakathi ziba ngakumbi kunye nohlobo, okanye ubonise umkhwa wokugqiba ukothuka.

Amaxabiso e-aluminium kwikota yesine iya kuba namandla kunobhedu kunye nezinki, ingqiqo ephambili isekho kuxinzelelo lwamandla olubangelwa yindleko ephezulu ye-aluminium ngasentla ibonakaliswe ngokulula, ngokuthetha, ubhedu kutshanje kukho i-wave yelayibrari ediniweyo kulindeleke, ngelixa intlawulo yokunyibilikisa iphinda ibuyele, kukho inkxaso kwizinyibiliki zokunyusa amathuba okuba nokwenzeka kwesantya sokuqalisa, uxinzelelo lobonelelo lungaphantsi kwe-aluminiyam.Kwaye uxinzelelo lokunciphisa imveliso ye-zinc luvela eYurophu, ngoko ke kukho inkxaso ethile eyomeleleyo, umjikelo wexesha elide ukubona ukusika kwemveliso yaseYurophu ukwandisa i-zinc ore kukho ulindelo lokunciphisa, kodwa kwakhona akuyi kuba ngaphezu koko, ukushukuma kwabanamandla.

LME Ban Russian Aluminiyam


Ixesha lokuposa: Oct-11-2022