LME's Ban Russian Metals Impact On Aluminium

Ho latela tsebiso ea setho e kentsoeng webosaeteng ea semmuso ea LME, e boletseng horeLMEe hlokometse menahano ea mecha ea litaba mabapi le ho fana ka lipuisano mabapi le tiisetso e tsoelang pele bakeng sa litšepe tse tsoang Russia, LME e netefalitse hore ho fana ka pampiri ea puisano e pharalletseng 'marakeng ke khetho eo hajoale e ntseng e nahanoa ka matla.Leha LME e ntse e nahana ka pampiri e ka bang teng lipuisanong, ha e so ka e etsa qeto ea ho fana ka pampiri e joalo.Haeba pampiri ea lipuisano e fanoe ka nako, mehato leha e le efe e meng eo LME e ka e nkang nakong e tlang e tla boela e nahanele maikutlo a mohlahlobuoa.

Ha ba araba boikitlaetso ba LME, ba bang ba ka har'a indasteri ba itse, "Europe ha e so fihle ka har'a khase ea tlhaho, 'me joale e ntse e akhela litšepe tse senang ferrous, tseo litlamorao tsa tsona li ke keng tsa nahanoa, mme hang ha LME e phethela qeto ka molao, -litheko tsa tšepe tse nang le tšepe li ka 'na tsa fetoha haholo."

Ho ea ka kutloisiso ea moqolotsi oa litaba, ha e le hantle, ho tloha 2018 LME e ne e hanne ho amohela lihlahisoa tsa aluminium tse tsoang naheng ea Russia.ka April 6, 2018, United States, ka lebaka la ho qosoa ha Russia ho kena-kenana le likhetho tsa US, e ile ea lumella sehlopha sa bo-rakhoebo ba oligarch ba Russia, ho akarelletsa le mohoebi Deripaska le likhoebo tse tharo tse tlas'a taolo ea hae - tse amanang le k'hamphani ea aluminium ea Russia ( Rusal ) ho thibela khoebo ka aluminium ea Russia.Ka la 10 Mmesa selemong sona seo, LME e ile ea emisa ho tsamaisoa ha li-ingots tsa aluminium tse bitsoang Rusal.

Kamora ketsahalo eo, LMElitheko tsa aluminiume ile ea phahama khafetsa, ho tloha tlase ho $1,977 tonne ho isa ho $2,718 tonne ka la 19 Mmesa, kapa 37.48%, pele LSE aluminium e qoela mme qetellong e khutlela mekhoeng ea mantlha ha US e ntse e nolofatsa likotlo khahlanong le Russia, tse ileng tsa qetella li tlositsoe ka molao ka Pherekhong 2019.

Ho phaella ho tšepe ea aluminium, e lateloa ke nickel."Histori le eona e sebetsa ka tsela e ts'oanang haholo.Har'a e 'ngoe le e 'ngoe ea likotlo, boholo le ho tsoela pele ha ts'ebetso ea aluminium e phahame ho feta ea litšepe tse ling.Lebaka le ka sehloohong ke hore, bakeng sa aluminium, Chaena e ka ikemela ha e ntse e romela lithane tse ka bang limilione tse 5, ha ho hlokahale hore e romelloe ho tsoa Russia, kahoo aluminium ea Russia e ile ea fuoa tumello ea ho ama 'maraka oa linaheng tse ling hanyenyane.Ka lehlakoreng le leng, ts'ebetso ea theko ea nickel e batla e le bonolo, hobane bakeng sa nickel, Chaena hoo e ka bang tsohle tse tsoang linaheng tse ling, kahoo, ho sa tsotellehe hore na likotlo kapa che, palo e kholo ea matla a tlhahiso ea nickel ea Russia e ka romelloa Chaena, e na le tšusumetso e fokolang feela ho tse ka hare le tse ka hare. phapang ea theko ea kantle, e lebisitseng keketsehong ea tahlehelo ea kantle ho naha, empa nako e ka lokisoa.

Ka Pherekhong 2022, kamora ho qhoma ha likhohlano tsa Russia-Ukraine, matšoenyeho mabapi le ho phatlalatsoa ha nickel ea Russia lefatšeng ka bophara ho ile ha baka 'maraka o qobelloang ka Hlakubele, ho phahamisa theko ea nickel holimo,' maraka oa kantle ho naha hang ho tloha haufi le $ 20,000 / ton, e potlakile ho ea holimo ho $ 100,000 / ton.ka la 7 Hlakubele, keketseho ea letsatsi le le leng ea 72.67% ho LSE nickel, e lateloang ke ho hlakoloa ha libilione tsa lidolara tsa litšebelisano tsa nickel ho LME, ho arabela, ho na le lichelete tsa hedge hammoho le Bahoebi ba ile ba thakhola khato ea tleleime khahlanong le LME. .

Russia ke mohlahisi e moholo oa nickel, koporo le aluminium, 'me mohato o mong le o mong oa eona o tla fetola mokhoa oa machaba oa litšepe tse se nang ferrous le tsa motheo.Goldman Sachs o boletse hore haeba LME e ne e ka emisa ho rekisa ka tšepe ea Russia, bokhoni ba bareki ba Bophirimela ba ho reka litšepe tsa Russia bo ne bo tla senyeha haholo, empa bo se ke ba thibeloa ka ho feletseng.

Ba bang ba ka hare ho indasteri ba boletse hore LME e kile ea re e ke ke ea sebetsa ka tšepe ea Russia ka ntle ho tekanyo ea likotlo, athe likotlo tsa Europe le Amerika khahlanong le Russia ka kakaretso li sa ama Rusal, Norilsk Nickel (Nornickel) le lik'hamphani tse ling tse kholo tsa tšepe tsa Russia.Leha ho le joalo, joalo ka ha ho bonoa phatlalatsong ea morao-rao ea tlhahisoleseling, mohato oa morao-rao oa LME o bonahala o bonts'a phetoho maikutlong a indasteri ea tšepe mabapi le phepelo ea Russia.Lilemong tsa morao tjena, hammoho le phokotso e tsoelang pele ea lihlahisoa tsa malapeng le tsa machaba tsa mefuta ea tšepe ea motheo, ha e bapisoa le khoebo ea machaba e rekoang ke 'maraka oa LME, lihlahisoa tsa hona joale tsa LME li thatafalloa ho bapala mosebetsi oa "ballast" oa ho laola nako e khutšoanyane. phepelo ea nako ea phepelo ea 'maraka le tekano ea tlhoko, e leng sesosa sa ho fetoha ha theko ea nako e khuts'oane haholo ea aluminium ea LME, nickel, zinki le mefuta e meng ka 2022. Ena ke ntlha ea bohlokoa ho feto-fetoha ha theko ea nako e khuts'oane haholo ea aluminium, nickel. le zinki ho LME ka 2022.

Lehlakoreng la indasteri, lihlahisoa tsa zinc ingot le copper cathode li theohile ho tlaleha maemo a tlase, 'me lethathamo la li-zinc ingot li ne li le ka tlase ho boemo ba nako ea polokelo ea selemo se fetileng.Ho tloha ka la 29 Loetse, lihlahisoa tsa LME zinki li ne li eme ho lithane tse 53,900, phokotseho e kholo ea lithane tse 27,100 ho tloha ho lithane tse 81,100 mafelong a Phuptjane;zinki ea lehae SMM e eme ho lithane tse 81,800 ho tloha ho 26, phokotso ea lithane tse 100,000 ho tloha ho lithane tse 181,700 mafelong a Phuptjane.

Ho lebelletsoe hore mokhoa oa theko ea litšepe tse se nang ferrous karolong ea bone o tla hatelloa le ho feta, empa matla a mefuta e meng a ka fapana, koporo le zinki ka lebaka la litheko tsa pheletso ea morafo, phaello ea hajoale e tebile, tšehetso ea litšenyehelo e fokola, thepa e tlaase e bonahala haholoanyane ka phapang ea khoeli le khoeli le phahamiso ea letheba, kahoo theko e feletseng e ntse e e-na le monyetla oa ho theohela tlaase ka maikutlo a macro, electrolytic aluminium, ka lebaka la thepa e matla ea matla, tshebetso e tla ba e tiileng, e seng- ferrous metals Internal e ba le mefuta e mengata, kapa e bonts'a mokhoa o makatsang oa ho qetela.

Theko ea Aluminium karolong ea bone e tla ba matla ho feta koporo le zinki, mohopolo o ka sehloohong o ntse o le matla a matla a matla a bakoang ke litšenyehelo tse phahameng ka aluminium ka holimo ho bonahala habonolo, ha e le hantle, koporo haufinyane tjena ho na le leqhubu la laebrari e khathetseng e lebelletsoeng, ha litefiso tsa ho qhibilihisa li ntse li phahama, ho na le ts'ehetso bakeng sa lisebelisoa tsa ho qhibilihisa ho matlafatsa monyetla oa sekhahla sa ho qala, khatello ea phepelo e tlase ho aluminium.'Me khatello ea tlhahiso ea zinki e fokotsehile e tsoa Europe, kahoo ho boetse ho na le ts'ehetso e itseng e matla, potoloho ea nako e telele ho bona lihlahisoa tsa Europe li fokotsa ho atolosa ore ea zinki ho na le tebello ea ho fokotsa, empa hape e ke ke ea e-ba feteletseng, kahoo ho ho sisinyeha hoa ba matla.

LME Ban Russian Aluminium


Nako ea poso: Oct-11-2022