LONDON, Satumba 1 (Reuters) - Wasu biyu na Turai masu samar da aluminium suna rufe samar da su yayin da rikicin makamashi na yankin ya nuna babu alamun sauƙi.
Slovenia Talum za ta rage samar da kashi ɗaya cikin biyar na ƙarfinta, yayin da Alcoa (AA.N) zai yanke layi a masana'antar Lista da ke Norway.
Kusan tan miliyan 1 na ƙarfin samar da aluminium na Turai a halin yanzu yana kan layi kuma ƙarin ana iya rufe su azaman masana'antar da aka sani da kasancewa gwagwarmayar kuzari tare da hauhawar farashin makamashi.
Duk da haka, kasuwar aluminium ta kawar da matsalolin samar da kayayyaki a Turai, tare da farashin watanni uku na London Metal Exchange (LME) ya fadi zuwa watanni 16 na $ 2,295 a ranar Alhamis da safe.
Farashin mafi rauni na duniya yana nuna haɓakar samar da kayayyaki a China da kuma ƙara damuwa game da buƙatu a China da sauran ƙasashen duniya.
Amma masu siye a Turai da Amurka kawai za su sami sassaucin ra'ayi ne kawai yayin da ƙarin cajin jiki ya kasance a kowane lokaci yayin da bambance-bambancen yanki ke rage "cikakken farashin" na ƙarfe.
A cewar Cibiyar Aluminum ta Duniya (IAI), samar da aluminium a wajen kasar Sin ya fadi da kashi 1% a farkon watanni bakwai na shekara.
Haɓakar samarwa a Kudancin Amurka da Tekun Fasha ba zai iya cika cikar girgizar kuzari ga masana'antun ƙarfe a Turai da Amurka ba.
Daga watan Janairu zuwa Yuli, abin da ake samarwa a Yammacin Turai ya ragu da kashi 11.3% a duk shekara, tare da samar da kayayyaki a duk shekara kasa da tan miliyan 3 a karon farko a wannan karni.
Abubuwan da ake samarwa a Arewacin Amurka sun faɗi da kashi 5.1 cikin ɗari a daidai wannan lokacin zuwa adadin ton miliyan 3.6 na shekara-shekara a watan Yuli, kuma mafi ƙanƙanta a wannan ƙarni.
Ragewar raguwar ya nuna cikakken rufewar Aluminum Century (CENX.O) a Havesville da raguwar wani bangare na shukar Alcoa's Warrick.
Ana sa ran ma'auni na gama kai ga masana'antun karafa zai goyi bayan aƙalla farashin LME kai tsaye.
A shekarar da ta gabata, masana'antun narkar da narke na kasar Sin tare da hadin gwiwa sun rage yawan abin da suke fitarwa a shekara da fiye da tan miliyan 2, kuma an tilastawa larduna da dama rufe cimma sabbin manufofin makamashi.
Masu kera aluminium sun mayar da martani cikin gaggawa game da rikicin makamashin hunturu da ke gudana, wanda ya tilastawa Beijing yin watsi da shirye-shiryenta na lalata carbon na ɗan lokaci.
Abubuwan da ake samarwa a shekara ya karu da tan miliyan 4.2 a cikin watanni bakwai na farkon shekarar 2022 kuma yanzu ya kai adadin kusan tan miliyan 41.
Lardin Sichuan ya rufe tan miliyan 1 na aluminum a watan Yuli saboda fari da kuma katsewar wutar lantarki, wanda hakan zai dimauce amma ba zai dakatar da aikin ba.
Har ila yau, ƙuntatawa na wutar lantarki a Sichuan ya shafi masu kera aluminum, yana ƙara damuwa game da yanayin buƙatu a China.
Fari, raƙuman zafi, matsalolin tsari a cikin sassan gidaje da ci gaba da kulle-kulle saboda COVID-19 sun rage ayyukan samar da mafi girma a duniya masu amfani da aluminum.PMI na hukuma da Caixin sun shiga kwangila a watan Agusta. karanta ƙarin
Rashin daidaituwa tare da haɓakar haɓakar haɓakawa yana nuna kansa, kamar yadda yake a cikin kasuwar aluminium na kasar Sin, lokacin da ƙarancin ƙarfe ke gudana ta hanyar fitar da samfuran da aka kammala.
Fitar da abin da ake kira da samfuran da aka gama da su kamar sanduna, sanduna, waya da foil sun yi rikodin sama da tan 619,000 a watan Yuli, tare da isar da kayayyaki na yau da kullun da kashi 29% daga matakan 2021.
Guguwar fitar da kayayyaki ba zai karya shingen kasuwanci da Amurka ko Turai suka kafa kai tsaye ba, amma zai yi tasiri kan bukatar farko a wasu kasashe.
Bukatu a sauran kasashen duniya yanzu yana kama da maras tabbas yayin da tasirin farashin makamashi mai yawa ke yaduwa cikin sarkar samarwa.
Ayyukan masana'antu a Turai sun yi kwangilar watanni na biyu a jere a watan Yuli saboda hauhawar farashin makamashi da raguwar amincewar masu amfani.
Ta fuskar duniya, bunkasuwar samar da kayayyaki ta kasar Sin ya zarta raguwar kayayyakin da ake fitarwa a Turai, kana yawan fitar da kayayyakin da take samu cikin sauri zuwa kasashen ketare na zube cikin yanayin bukatu mai rauni.
Yaduwar lokacin LME shima baya nuna karancin karafa a halin yanzu.Yayin da hannun jari ke canzawa a ƙananan shekaru masu yawa, ƙimar kuɗin kuɗi zuwa karfe na watanni uku ya kasance akan $10 kowace ton.A watan Fabrairu, ya kai dala 75 a kowace ton, lokacin da manyan hannun jari suka karu sosai.
Mahimmin tambaya ba shine ko akwai hannun jari marar ganuwa a kasuwa ba, amma inda aka adana su daidai.
Ƙimar jiki a duka Turai da Amurka sun ragu a cikin watannin bazara amma sun kasance masu girman gaske ta ma'auni na tarihi.
Misali, ƙimar CME a cikin Amurka Midwest ya faɗi daga $880/ton a cikin Fabrairu (sama da tsabar kuɗi na LME) zuwa $581 yanzu, amma har yanzu sama da kololuwar 2015 saboda jerin layukan ɗorawa akan hanyar sadarwar LME.Haka abin yake game da ƙarin kuɗin haraji na yanzu akan karafa na Turai, wanda ya wuce dala 500 akan kowace ton.
Amurka da Turai kasuwanni ne masu ƙarancin gaske, amma rata tsakanin wadata da buƙatu na gida yana ƙaruwa a wannan shekara, ma'ana ana buƙatar ƙarin ƙarin ƙarin raka'a.
Sabanin haka, ƙarin cajin jiki na Asiya yana da ƙasa kuma yana faɗuwa gaba, tare da ƙimar Japan akan CME a halin yanzu ana cinikin kusan ƙasa da $90/t kowace shekara idan aka kwatanta da LME.
Tsarin kuɗi na duniya ya gaya muku inda rarar ta ke a yanzu, ta fuskar ƙarfe na farko da ake samu da kuma na samfuran da ba a kammala ba daga China.
Hakanan yana nuna tazara tsakanin farashin aluminium na yanzu tsakanin ma'auni na LME na duniya da ƙarin ƙarin ƙarin ƙarin yanki na yanki.
Wannan katsewar ce ta haifar da bacin rai ga LME game da mafi munin matsalolin jigilar kayayyaki a cikin rabin farkon shekaru 10 da suka gabata.
Masu cin kasuwa suna yin mafi kyau a wannan karon tare da kwangilar CME da za a iya siyarwa da kuma LME.
Ayyukan ciniki akan kwangilolin biyan kuɗi na ƙungiyar CME a cikin Amurka Tsakiyar Yamma da Turai sun haɓaka, tare da ƙarshen ya kai rikodin kwangila 10,107 a cikin Yuli.
Kamar yadda ƙarfin wutar lantarki da samar da aluminium a yankin ya karkata daga farashin LME na duniya, sabon kundin tabbas zai fito.
Babban Mawallafin Ƙarfe wanda a baya ya rufe kasuwannin karafa na masana'antu don Makon Ƙarfe kuma shine editan hayar EMEA na Knight-Ridder (daga baya aka sani da Bridge).Ya kafa Insider Metals a cikin 2003, ya sayar da shi ga Thomson Reuters a 2008, kuma shine marubucin Mafarki na Siberian (2006) game da Arctic na Rasha.
Farashin mai ya tsaya tsayin daka a ranar Juma'a amma ya fadi a wannan makon saboda karin dala da kuma fargabar cewa tabarbarewar tattalin arzikin ka iya rage bukatar danyen mai.
Reuters, sashin labarai da watsa labarai na Thomson Reuters, shine mafi girma a duniya mai ba da labarai na multimedia hidima ga biliyoyin mutane a duniya kowace rana.Reuters yana ba da kasuwanci, kuɗi, labarai na ƙasa da na duniya ta hanyar tashoshin tebur, ƙungiyoyin watsa labarai na duniya, abubuwan masana'antu da kai tsaye ga masu siye.
Ƙirƙirar gardama mafi ƙarfi tare da abun ciki mai iko, ƙwarewar editan lauya, da hanyoyin ma'anar masana'antu.
Mafi kyawun bayani don sarrafa duk hadaddun harajinku mai girma da buƙatun biyan kuɗi.
Samun damar bayanan kuɗi mara misaltuwa, labarai, da abun ciki a cikin ayyukan aiki da za a iya daidaita su a cikin tebur, yanar gizo, da wayar hannu.
Duba babban fayil ɗin da ba a haɗa shi ba na ainihin lokacin da bayanan kasuwa na tarihi, da kuma fahimta daga tushe da masana na duniya.
Bibiyar mutane da ƙungiyoyi masu haɗari a duk duniya don gano ɓoyayyun haɗari a cikin kasuwanci da alaƙar sirri.