LONDON, Kepakemapa 1 (Reuters) – ʻElua mau mea hoʻoheʻe alumini ʻEulopa e pani ana i ka hana ʻana no ka mea ʻaʻole hōʻike ka pilikia o ka ikehu o ka ʻāina i nā hōʻailona o ka emi ʻana.
E ʻoki ʻo Slovenian Talum i ka hana ʻana ma ka hapalima wale nō o kona hiki, ʻoiai ʻo Alcoa (AA.N) e ʻoki i kahi laina ma kāna mea kanu Lista ma Norewai.
Ma kahi kokoke i 1 miliona tonnes o ka mana hana alumini mua ʻEulopa i kēia manawa ma waho a ʻoi aku ka hiki ke pani ʻia ma ke ʻano he ʻoihana i ʻike ʻia no ka hakakā ikaika me ka piʻi ʻana o nā kumukūʻai ikehu.
Eia naʻe, ua haʻalele ka mākeke alumini i ka ulu ʻana o nā pilikia hana ma ʻEulopa, me nā kumukūʻai ʻekolu mahina ʻo London Metal Exchange (LME) e hāʻule ana i kahi haʻahaʻa 16-mahina o $ 2,295 i ka ton i ke kakahiaka Poaha.
Hōʻike ke kumukūʻai ʻoi aku ka nāwaliwali o ka honua i ka piʻi ʻana o ka hana ma Kina a hoʻonui i nā hopohopo e pili ana i ka noi ma Kina a me ke koena o ka honua.
Akā ʻo nā mea kūʻai aku ma ʻEulopa a me ʻAmelika e loaʻa wale i kahi hōʻoluʻolu ʻokoʻa no ka mea e mau ana nā uku koʻikoʻi o ke kino i ke kiʻekiʻe o nā manawa āpau e like me ka hoʻohaʻahaʻa ʻana o nā ʻokoʻa kūloko i ka "kūʻai piha" o ka metala.
Wahi a ka International Aluminum Institute (IAI), ua hāʻule ka hana alumini ma waho o Kina i 1% i nā mahina ʻehiku mua o ka makahiki.
ʻAʻole hiki i ka piʻi ʻana o ka hana ʻana ma ʻAmelika Hema a me ke Kaiwa Persian ke hoʻopau piha i ka haʻalulu o ka ikehu kumulative i nā wili kila ma ʻEulopa a me ka US.
Mai Ianuali a Iulai, ua hāʻule ka hana ma ʻEulopa Komohana i ka 11.3% i kēlā me kēia makahiki, me ka hana mau makahiki ma lalo o 3 miliona tonnes no ka manawa mua i kēia kenekulia.
Ua hāʻule ka hana ʻana ma ʻAmelika ʻĀkau i ka 5.1% ma luna o ka manawa like i kahi puka makahiki o 3.6 miliona tonnes i Iulai, ʻo ia hoʻi ka haʻahaʻa loa i kēia kenekulia.
Hōʻike ka hāʻule nui ʻana i ka pani piha ʻana o Century Aluminum (CENX.O) ma Havesville a me ka hoʻohaʻahaʻa ʻana o ka mea kanu ʻo Alcoa's Warrick.
ʻO ka pālākiō o ka hui pū ʻana i nā wili kila e manaʻo ʻia e kākoʻo i nā kumukūʻai LME pololei.
I ka makahiki i hala aku nei, ua ʻoki pū ʻia nā mea hoʻoheheʻe ʻia o Kina i nā huahana makahiki ma mua o 2 miliona mau tona, a ua koi ʻia kekahi mau panalāʻau e pani e hālāwai me nā pahuhopu ikaika hou.
Ua pane wikiwiki nā mea hana alumini i ka pilikia o ka ikehu hoʻoilo, e koi ana iā Beijing e haʻalele iki i kāna mau hoʻolālā decarbonization.
Ua hoʻonui ʻia ka hana makahiki e 4.2 miliona tons i nā mahina ʻehiku mua o 2022 a ua hiki i kēia manawa i kahi moʻolelo kiʻekiʻe ma kahi o 41 miliona tons.
Ua pani ʻia ka ʻāina ʻo Sichuan i 1 miliona mau toni alumini i Iulai ma muli o ka maloʻo a me ka pau ʻana o ka mana, kahi e hoʻomaloʻo akā ʻaʻole e hoʻōki i ka piʻi ʻana.
Ua hoʻopaʻa ʻia ka mana ma Sichuan i nā mea hana alumini, e hoʻohui ana i nā hopohopo e pili ana i nā kūlana koi ma Kina.
ʻO ka maloʻo, nā nalu wela, nā pilikia hoʻolālā i ka ʻoihana waiwai a me nā laka e hoʻomau nei ma muli o COVID-19 ua hōʻemi i ka hana hana o ka mea kūʻai nui loa o ka honua.Ua komo ʻo PMI a me Caixin i nā ʻaelike i ʻAukake. heluhelu hou
ʻO ka like ʻole me ka piʻi nui o ka lako e hōʻike iā ia iho, e like me ka mākeke alumini Kina, i ka wā e kahe ai ka metala keu ma ke ʻano o nā huahana semi-finished.
ʻO ka hoʻokuʻu ʻia ʻana o nā huahana semi-finished e like me nā kaola, nā koʻokoʻo, nā uea a me nā foil i hoʻopaʻa ʻia i kahi moʻolelo kiʻekiʻe o 619,000 tons i Iulai, me ka hoʻopuka ʻana i kēlā me kēia lā he 29% mai nā pae 2021.
ʻAʻole e uhaki ka nalu o nā mea kūʻai aku i nā pale kālepa i hoʻonohonoho pololei ʻia e ʻAmelika Hui Pū ʻIa a i ʻole ʻEulopa, akā loaʻa ka hopena i ka noi mua ma nā ʻāina ʻē aʻe.
Ke nānā aku nei ka makemake ma ke koena o ka honua i kēia manawa ke ʻike ʻole ʻia ka hopena o ka hopena o nā kumukūʻai ikehu kiʻekiʻe e pālahalaha ana ma ke kaulahao hana.
Ua hoʻopaʻa ʻia ka hana ʻoihana ma ʻEulopa no ka mahina ʻelua i ka lālani ma Iulai ma muli o ke kumukūʻai kiʻekiʻe o ka ikehu a me ka hāʻule nui o ka hilinaʻi o ka mea kūʻai.
Mai kahi hiʻohiʻona honua, ua ʻoi aku ka ulu ʻana o Kina ma mua o ka emi ʻana o nā huahana o ʻEulopa, a ʻo kāna mau huahana semi-hoʻopau wikiwiki e hoʻokuʻu aku i kahi kumu koi nāwaliwali.
ʻAʻole hōʻike ka hoʻolaha ʻana o ka manawa LME i ka hemahema o nā metala i loaʻa.ʻOiai e loli ana nā kumukūʻai ma kahi haʻahaʻa o nā makahiki he nui, ua hoʻopaʻa ʻia ke kumukūʻai kālā i ka metala ʻekolu mahina i $10 no ke tona.I ka malama o Feberuari, ua hiki aku i $75 no ke tona, i ka wa i pii nui ai na kumu waiwai.
ʻO ka nīnau koʻikoʻi ʻaʻole inā aia nā waihona i ʻike ʻole ʻia ma ka mākeke, akā ma hea kahi e mālama ʻia ai.
Ua hōʻole ʻia nā kumukūʻai kino ma ʻEulopa a me ʻAmelika i nā mahina o ke kauwela akā e noho kiʻekiʻe loa e nā kūlana mōʻaukala.
No ka laʻana, ua hāʻule ke kumukūʻai CME ma US Midwest mai $880/tonne i Pepeluali (ma luna o ke kālā LME) i $581 i kēia manawa, akā ʻoi aku ma luna o kāna kiʻekiʻe 2015 ma muli o ka hoʻopaʻapaʻa ʻana i nā queues ma ka pūnaewele mālama o ka LME.Pela no ka uku uku dute o keia manawa ma na metala Europa, he $500 wale no ke tona.
ʻO ka US a me ʻEulopa he mau mākeke liʻiliʻi loa, akā ke hoʻonui nei ka ʻokoʻa ma waena o ka lako kūloko a me ka noi i kēia makahiki, ʻo ia ka mea e pono ai nā uku hoʻonui kiʻekiʻe e huki hou aku i nā ʻāpana.
ʻO ka ʻokoʻa, ua haʻahaʻa a hāʻule hou nā uku hoʻolimalima kino o ʻAsia, me ke kumukūʻai o Iapana ma ka CME i kēia manawa ke kūʻai nei ma kahi kokoke i ka haʻahaʻa makahiki he $90/t i hoʻohālikelike ʻia me ka LME.
Hōʻike ka ʻōnaehana uku honua iā ʻoe i kahi o ke koena i kēia manawa, ma ke ʻano o nā metala mua i loaʻa a ma ke ʻano o nā huahana semi-finished i lawe ʻia mai Kina.
Hōʻike pū ia i ka ʻokoʻa ma waena o nā kumukūʻai alumini o kēia manawa ma waena o ka LME honua benchmark a me ka hoʻonui ʻokoʻa ʻana o nā uku hoʻolimalima kūloko.
ʻO kēia outage ka mea i alakaʻi i ka huhū o ka LME no nā pilikia hoʻouna hale kūʻai ʻino loa i ka hapa mua o nā makahiki he 10 i hala.
ʻOi aku ka maikaʻi o ka poʻe kūʻai aku i kēia manawa me nā ʻaelike premium CME a me LME.
Ua piʻi ka hana kālepa ma nā ʻaelike i uku ʻia e ka CME Group ma US Midwest a me ʻEulopa, me ka mea hope i hōʻea i kahi palapala 10,107 mau ʻaelike i Iulai.
E like me ka hoʻoikaika ʻana o ka uila a me ka hana alumini ma ka ʻāina e haʻalele i ke kumukūʻai LME pae honua, ʻoiaʻiʻo e puka mai nā puke hou.
ʻO Senior Metals Columnist nāna i uhi mua i nā mākeke metala ʻoihana no Metals Week a ʻo ia ka EMEA merchandise hoʻoponopono no Knight-Ridder (i kapa ʻia ʻo Bridge).Ua hoʻokumu ʻo ia i Metals Insider ma 2003, kūʻai aku iā Thomson Reuters ma 2008, a ʻo ia ka mea kākau o Siberian Dream (2006) e pili ana i ka Russian Arctic.
Ua kūpaʻa nā kumukūʻai aila i ka Pōʻalima akā hāʻule i kēia pule ma muli o ke kālā ʻoi aku ka ikaika a me ka hopohopo e hiki i ka hoʻokele lohi ʻana ke hoʻemi i ka noi no ka ʻaila ʻaila.
ʻO Reuters, ka nūhou a me ka lima media o Thomson Reuters, ʻo ia ka mea hoʻolaha nūhou multimedia nui loa o ka honua e lawelawe ana i nā piliona kānaka a puni ka honua i kēlā me kēia lā.Hāʻawi ʻo Reuters i ka ʻoihana, kālā, ʻāina a me ka nūhou honua ma o nā kikowaena papa, nā hui media honua, nā hanana ʻoihana a pololei i nā mea kūʻai.
E hana i kāu mau hoʻopaʻapaʻa ikaika loa me ka ʻike mana, ka loea hoʻoponopono loio, a me nā ʻano wehewehe ʻoihana.
ʻO ka hāʻina piha loa e hoʻokele i kāu mau ʻauhau paʻakikī a ulu aʻe a me ka hoʻokō pono.
E kiʻi i ka ʻikepili kālā like ʻole, ka nūhou, a me ka ʻike ma nā kahe hana maʻamau ma waena o ka pākaukau, pūnaewele, a me ke kelepona.
E ʻike i kahi kōpili hoʻohālikelike ʻole o ka ʻikepili mākeke o ka wā maoli a me ka mōʻaukala, a me nā ʻike mai nā kumu honua a me nā loea.
E hahai i nā poʻe a me nā hui a puni ka honua e wehe i nā pilikia huna i ka ʻoihana a me nā pilina pilikino.