Kutsatira chidziwitso cha membala chomwe chidayikidwa patsamba lovomerezeka la LME, chomwe chidatiLMEatawona kuti atolankhani akukambitsirana zotsimikizira kuti zitsulo zochokera ku Russia zipitilizabe, LME idatsimikiza kuti kupereka pepala lokambilana pamsika ndi njira yomwe ikuganiziridwa.Ngakhale LME ikulingalira zokambilana zomwe zingakambidwe, silinaganizepo zopereka pepala lotere.Ngati pepala la zokambirana liperekedwa nthawi yake, njira zina zomwe LME ingatenge mtsogolomu zidzaganiziranso ndemanga za wofunsidwa.
Poyankha zomwe LME idachita, akatswiri ena amakampani adati, "Europe sinafikepo pa gasi wachilengedwe, ndipo tsopano ikuponya zitsulo zopanda chitsulo, zomwe zotsatira zake sizingaganizidwe, ndipo LME ikangomaliza kusankha, si. -mitengo yachitsulo imatha kusinthasintha kwambiri."
Malinga ndi kumvetsetsa kwa mtolankhani, kwenikweni, koyambirira kwa 2018 LME idakana kuvomereza zinthu za aluminiyamu kuchokera kudziko la Russia.pa Epulo 6, 2018, United States, pazifukwa zakusokoneza kwa Russia pachisankho cha US, idavomereza gulu la amalonda aku Russia oligarch, kuphatikiza wabizinesi Deripaska ndi mabizinesi atatu omwe ali pansi pa ulamuliro wake - kuphatikiza kampani yaku Russia ya aluminiyamu ( Rusal), kuletsa malonda a aluminiyamu yaku Russia.Pa Epulo 10 chaka chomwechi, LME idayimitsa kutumiza ma ingots a aluminiyamu otchedwa Rusal.
Izi zitachitika, LMEmitengo ya aluminiyamuidakwera mosalekeza, kuchoka pamtengo wotsika wa $ 1,977 pa tani mpaka $2,718 pa tani pa Epulo 19, kapena 37.48%, aluminiyamu ya LSE isanadumphire ndipo pamapeto pake idabwerera ku zoyambira pomwe US idafewetsa zilango zake motsutsana ndi Russia, zomwe zidachotsedwa mwalamulo mu Januware 2019.
Kuwonjezera zitsulo zotayidwa, kenako faifi tambala."Mbiri imachitanso m'njira zofananira.Pakati pa zilango zilizonse, kukula ndi kulimbikira kwa magwiridwe antchito a aluminiyamu ndikokwera kuposa zitsulo zina.Chifukwa chachikulu ndi chakuti, chifukwa cha aluminiyumu, China ikhoza kukhala yodzidalira pamene ikutumiza matani pafupifupi 5 miliyoni, osafunikira kuitanitsa kuchokera ku Russia, kotero kuti aluminiyumu ya ku Russia inaloledwa kuti iwononge msika wakunja pang'ono.Mosiyana, mtengo wa faifi tambala ntchito ndi wofatsa, chifukwa faifi tambala, China pafupifupi kunja zonse, kotero, kaya chilango kapena ayi, kuchuluka kwa mphamvu Russian faifi tambala kupanga akhoza zimagulitsidwa ku China, basi kukhudza kwambiri mkati ndi kusiyana kwamitengo yakunja, komwe kunapangitsa kuti kuchulukirachuluke kwa zotayika kuchokera kunja, koma nthawi imatha kukonzedwa. ”
Mu February 2022, nkhondo ya Russia-Ukraine itayambika, nkhawa za kufalikira kwa faifi tambala ku Russia zidayambitsa msika wokakamizidwa mu Marichi, ndikukankhira mtengo wa faifi tambala wokwera kwambiri, msika wakunja kamodzi kuchokera pafupifupi $ 20,000 / tani, adathamangira ku $ 100,000 / tani.pa March 7, kuwonjezeka kwa tsiku limodzi kwa 72.67% mu LSE faifi tambala, kutsatiridwa ndi kuchotsedwa kwa mabiliyoni a madola a nickel transactions mu LME, poyankha, pali hedge funds komanso Amalonda adayambitsa zotsutsana ndi LME. .
Russia ndiyomwe imapanga faifi tambala, mkuwa ndi aluminiyamu, ndipo kusuntha kwake kulikonse kudzasintha machitidwe apadziko lonse azitsulo zopanda chitsulo ndi zoyambira.Goldman Sachs adanena kuti ngati LME idzasiya kugulitsa zitsulo zaku Russia, kuthekera kwa ogula aku Western kugula zitsulo zaku Russia kungawonongeke kwambiri, koma osatsekedwa kwathunthu.
Ogwira ntchito m'mafakitale ena adanena kuti LME idanena kale kuti sichitapo kanthu pazitsulo zaku Russia kunja kwa zilango, pomwe zilango zaku Europe ndi America motsutsana ndi Russia sizinakhudze Rusal, Norilsk Nickel (Nornickel) ndi makampani ena akuluakulu aku Russia.Komabe, monga tawonera kuchokera ku kutulutsidwa kwaposachedwa kwa chidziwitso, kusuntha kwaposachedwa kwa LME kukuwoneka kuti kukuwonetsa kusintha kwa momwe makampani azitsulo amagwirira ntchito ku Russia.M'zaka zaposachedwa, komanso kuchepetsedwa kosalekeza kwa zida zapakhomo ndi zapadziko lonse lapansi zamitundu yazitsulo zoyambira, poyerekeza ndi kuchuluka kwa malonda apadziko lonse lapansi pamsika wa LME, zida zaposachedwa za LME zakhala zovuta kusewera ntchito ya "ballast" yowongolera nthawi yayitali- msika wanthawi yayitali komanso kufunikira kokwanira, komwe kumayambitsanso kusinthasintha kwamitengo kwakanthawi kochepa kwa LME aluminiyamu, faifi tambala, nthaka ndi mitundu ina mu 2022. Ichi ndi chinthu chofunikira pakusinthasintha kwakanthawi kochepa kwamitengo ya aluminiyamu, faifi tambala. ndi zinc pa LME mu 2022.
Kumbali ya mafakitale, zida za zinc ingot ndi copper cathode zidatsika kwambiri, ndipo zida za zinc ingot zinali pansi pamlingo wa nthawi yosungira chaka chatha.Kuyambira pa Seputembara 29, zida za LME zinki zidayima pa matani 53,900, kuchepa kwakukulu kwa matani 27,100 kuchokera ku matani 81,100 kumapeto kwa Juni;Zinc ingot yapakhomo SMM idayima pa matani 81,800 kuyambira 26, kutsika kwa matani 100,000 kuchokera ku matani 181,700 kumapeto kwa Juni.
Zikuyembekezeka kuti mtengo wazitsulo zopanda chitsulo mu gawo lachinayi udzakakamizidwanso, koma mphamvu ya mitundu ina ingakhale yosiyana, mkuwa ndi zinki chifukwa cha mtengo wa mapeto a mgodi, phindu lamakono ndilokulirapo, Thandizo la mtengo ndilochepa, kuwerengera kochepa kumawonekera kwambiri pakusiyana kwa mwezi ndi kukweza kwa malo, kotero mtengo wathunthu ukadali ndi mwayi wotsikirapo ndi malingaliro akuluakulu, electrolytic aluminium, chifukwa cha mphamvu zamphamvu, ntchitoyo idzakhala yolimba, yosasunthika. zitsulo zachitsulo Zamkati zimakhala zochulukira ndi zamoyo, kapena kuwonetsa kutha kodabwitsa.
Mitengo ya aluminiyamu m'gawo lachinayi idzakhala yamphamvu kuposa mkuwa ndi nthaka, mfundo yaikulu idakali mu mphamvu zamagetsi zomwe zimadza chifukwa cha kukwera mtengo kwa aluminiyumu pamwamba powonekera mosavuta, kunena kwake, mkuwa posachedwapa pali funde laibulale yotopa ikuyembekezeka, pamene smelting processing fees rebound, pali thandizo kwa smelters kumapangitsanso kuthekera kwa mlingo woyambira, kukanikiza kopereka kumakhala kochepa kuposa aluminiyamu.Ndipo zinc kupanga kuchepetsa kuthamanga ndi ku Ulaya, kotero palinso thandizo lina lamphamvu, yaitali mkombero kuona European kupanga mabala kukulitsa nthaka ore pali chiyembekezo cha kuchepetsa, komanso sadzakhala owonjezera, kotero mu oscillation wa amphamvu.
Nthawi yotumiza: Oct-11-2022