Muri Gicurasi, ibiciro bya aluminiyumu ya Shanghai byerekanaga ko byabanje kugabanuka hanyuma bikazamuka, Shanghai aluminium inyungu ifunguye yagumye ku rwego rwo hasi, kandi isoko ryari rifite umwuka wo gutegereza no kubona.Mugihe igihugu gisubukuye imirimo n’umusaruro, ibiciro bya aluminiyumu birashobora kongera kwiyongera mu byiciro.Ariko, mugice cya kabiri cyumwaka, amashanyarazi ya aluminium yimbere mu gihugu aziyongera kandi aluminiyumu yo hanze izagabanuka.Biteganijwe ko ibiciro bya aluminium bizikorera umutwaro.
Amahanga yibanze arakomeye
Inkunga ya Lun Aluminium yigihe gito iracyahari
Kuva mu gihembwe cya kabiri, habaye ibintu byinshi bya macro mumahanga, byagize ingaruka kubiciro bya aluminium.Kugabanuka kw'ibiciro bya aluminium i Londres biruta kugabanuka kw'ibiciro bya aluminium muri Shanghai.
Politiki y’ifaranga rya "hawkish" ya Banki nkuru y’igihugu yatumye amadolari agera ku myaka 20 iri hejuru.Mu rwego rwo kuzamuka kw’ifaranga rikabije ku isi, Federasiyo yihutishije politiki y’ifaranga ryateje igicucu ku bijyanye n’ubukungu bw’isi, kandi biteganijwe ko ikoreshwa rya aluminiyumu mu mahanga rishobora kugabanuka mu gice cya kabiri cy’umwaka.Ibinyuranye, ibyuma bya aluminiyumu yo mu Burayi byagabanije umusaruro mu ntangiriro zuyu mwaka kubera izamuka ry’ibiciro by’ingufu.Imiterere ya geopolitike igenda yangirika nayo igira ingaruka ku itangwa rya aluminium electrolytike.Kugeza ubu, Uburayi bwafatiye ibihano ingufu z’Uburusiya, kandi biragoye kugabanya ibiciro by’ingufu mu gihe gito.Aluminium yu Burayi izagumana igiciro kinini kandi gihenze.
Ihererekanyabubasha ry’i Londere (LME) ibarura rya electrolytike ya aluminium iri ku rwego rwo hasi mu myaka 20, kandi birashoboka ko izakomeza kugabanuka.Biteganijwe ko hari umwanya muto wo kugabanuka kwigihe gito kubiciro bya aluminium.
Icyorezo cyo mu rugo kiratera imbere kandi kigakira
Uyu mwaka, Yunnan yashishikarije ishyirwa mu bikorwa ry'ubushobozi bwa aluminiyumu.Mu ntangiriro zuyu mwaka, inganda za aluminium muri Yunnan zinjiye mu cyiciro cyihuse cyo kongera umusaruro.Amakuru yerekana ko ubushobozi bwa electrolytike ya aluminium yo murugo irenga toni miliyoni 40.5.Nubwo uyu mwaka igipimo cyo kongera ingufu za aluminiyumu ya electrolytike cyiyongereye, toni zirenga miliyoni 2 z’ubushobozi bushya bwa aluminiyumu ya electrolytike yongeye gutangira guhera muri Kamena.Amakuru ya gasutamo yerekana ko kuva mu ntangiriro zuyu mwaka, aluminium ya electrolytike y’igihugu cyanjye yari mu buryo bwuzuye bwo gutumiza no kohereza mu mahanga.Ugereranije n’umwaka ushize ugereranije n’umwaka ushize winjiza toni zirenga 100.000, kugabanuka kwa aluminium ya electrolytike byatumijwe mu mahanga byagabanije umuvuduko w’ubwiyongere bw’ibicuruzwa.Nyuma ya Kamena, itangwa rya buri kwezi rya aluminium electrolytike rizagenda rirenga buhoro buhoro mu gihe cyashize, kandi igihe kirekire kiziyongera.
Muri Gicurasi, icyorezo mu Bushinwa bw'Uburasirazuba cyaragabanutse, kandi isoko ryo gutwara abantu ryateye imbere.Ibarura ryuzuye ryibikoresho bya aluminiyumu ninkoni byakomeje kugabanuka buri cyumweru kuri toni 30.000, ariko kugabanuka kwari kugifite intege ugereranije nicyo gihe cyashize.Kugeza ubu, amakuru yo kugurisha imitungo itimukanwa ntabwo ari meza, kandi ni ngombwa gutegereza ingaruka zo gushyira mu bikorwa politiki y’ibanze.Gukoresha no kohereza ibicuruzwa bya aluminiyumu mubice bigenda byihuta.Kuva muri Mutarama kugeza Mata, ubushobozi bushya bwo gufotora bushya mu Bushinwa bwiyongereyeho 130%, umusaruro no kugurisha ibinyabiziga bishya by’ingufu byiyongereyeho hejuru ya 110%, naho kohereza ibicuruzwa bya aluminiyumu byiyongera hafi 30%.Mu gihe igihugu cyanjye cyakomeje gushyiraho politiki yo gushimangira iterambere no kurengera imibereho y’abaturage, ubukungu bw’imbere mu gihugu buzaba bwiza.Biteganijwe ko ikoreshwa rya aluminiyumu mu gihugu riteganijwe gukomeza iterambere ryiza muri uyu mwaka.
Muri Gicurasi, PMI y’inganda zikora PMI yari 49,6, iracyari munsi y’ingutu, aho ukwezi kwiyongereyeho 2,2%, byerekana ko ingaruka z’icyorezo ku bukungu zacogoye.Igiciro cyuzuye cyo kubara aluminium ntabwo kiri hejuru, kandi igipimo cyo gukoresha ibarura kiri kurwego rwo hasi mumyaka yashize.Niba ikoreshwa rya aluminiyumu yo mu gihugu rishobora kugera ku iterambere ryihuse, ibiciro bya aluminiyumu bizaterwa inkunga mu byiciro.Nubwo bimeze bityo ariko, bitewe nuko iterambere rya aluminiyumu ya electrolytike itangwa neza, niba igiciro cya aluminiyumu muri Shanghai kigomba kwiyongera cyane, gikeneye kugira imikorere ihamye kandi ikomeye.Kandi isoko iriho irakwirakwira kuri electrolytike ya aluminium imbere yibisagutse, birashobora kugabanya uburebure bwibiciro bya aluminiyumu.
Mu gihe gito, ibiciro bya aluminium ya Shanghai bizahinduka hagati ya 20.000 na 21.000 kuri toni.Muri kamena, igiciro cyamafaranga 21.000 kuri toni ya aluminium electrolytike izaba ingingo yingenzi kumpande ndende kandi ngufi yisoko.Mu gihe giciriritse, ibiciro bya aluminiyumu ya Shanghai byagabanutse munsi y’igihe kirekire cyo kuzamuka cyashyizweho kuva mu 2020, bikaba biteganijwe ko isoko ry’ibimasa bya aluminium electrolytike mu myaka ibiri ishize bizarangira.Urebye mu gihe kirekire, ibihugu byo mu mahanga bifite ibyago byo guhungabana mu bukungu bizanwa no gukaza politiki y’ifaranga.Niba itumanaho risaba aluminiyumu ryinjiye kumanuka, harikibazo cyo kugabanuka kwibiciro bya aluminium.
Igihe cyo kohereza: Jun-22-2022