Kulandela isaziso selungu esifakwe kusizindalwazi esisemthethweni se-LME, esasithiI-LMEiphawule ukuqagela kwabezindaba mayelana nokukhipha ukubonisana ngesiqinisekiso esiqhubekayo sezinsimbi ezivela e-Russian, i-LME yaqinisekisa ukuthi ukukhishwa kwephepha lezingxoxo emakethe yonke kuyinketho esacutshungulwa ngokuqhubekayo.Ngenkathi i-LME icubungula iphepha lezingxoxo elingase libe khona, ayikanqumi ukuthi izolikhipha yini iphepha elinjalo.Uma iphepha lengxoxo likhishwa ngesikhathi esifanele, noma yiziphi izinyathelo i-LME engazithatha esikhathini esizayo nazo zizocabangela impendulo yomuntu ozoxoxwa naye.
Bephendula umkhankaso we-LME, abanye abangaphakathi embonini bathi, “I-Europe ayikakafinyeleli ngisho nakwigesi yemvelo, futhi manje isijikijela izinsimbi ezingenayo insimbi, imiphumela yazo ongeke uyicabangele, futhi uma i-LME isiphothula ngokusemthethweni isinqumo, -amanani ensimbi angashintshashintsha kakhulu.”
Ngokusho kokuqonda kwentatheli, empeleni, ekuqaleni kuka-2018 i-LME yayinqabile ukwamukela imikhiqizo ye-aluminium evela ezweni laseRussia.ngo-Ephreli 6, 2018, i-United States, ngezizathu zokugxambukela kweRussia okhethweni lwase-US, yagunyaza iqembu losomabhizinisi baseRussia oligarch, okuhlanganisa nosomabhizinisi uDeripaska kanye namabhizinisi amathathu angaphansi kwakhe - okubandakanya inkampani yaseRussia ye-aluminium ( Rusal), ukuvimbela ukuhweba nge-aluminium yaseRussia.Ngomhla ziyi-10 kuMbasa wonyaka ofanayo, i-LME yamisa ukulethwa kweziyingo ze-aluminium ezinophawu lwe-Rusal.
Ngemuva kwesigameko, i-LMEamanani e-aluminiumlenyuka ngokuqhubekayo, lisuka phansi lika-$1,977 ngethani laya ku-$2,718 ngethani ngo-Ephreli 19, noma ama-37.48%, ngaphambi kokuthi i-aluminium ye-LSE itshuze futhi ekugcineni ibuyele ezintweni eziyisisekelo njengoba i-US yathambisa unswinyo olubhekiswe eRussia, eyagcina isuswe ngokusemthethweni ngoJanuwari 2019.
Ngaphezu kwensimbi ye-aluminium, kulandelwa i-nickel.“Umlando nawo uziphatha ngendlela efanayo.Phakathi kwenswinyo ngayinye, ubukhulu nokuphikelela kokusebenza kwe-aluminium kuphezulu kunokwezinye izinsimbi.Isizathu esiyinhloko ukuthi, nge-aluminium, i-China ingakwazi ukuzimela ngenkathi ithumela amathani acishe abe yizigidi ezi-5, asikho isidingo sokungenisa eRussia, ngakho-ke i-aluminium yaseRussia yagunyazwa ukuthi ibe nomthelela emakethe yangaphandle kancane kancane.Ngokuphambene nalokho, ukusebenza kwentengo ye-nickel kuncane kakhulu, ngoba nge-nickel, i-China cishe yonke impahla ephuma kwamanye amazwe, ngakho-ke, kungakhathaliseki ukuthi unswinyo noma cha, inani elikhulu lomthamo wokukhiqiza we-nickel waseRussia lingathunyelwa e-China, umthelela nje omncane kakhulu ngaphakathi nangaphakathi. umehluko wamanani angaphandle, okuholele ekwandeni kokulahlekelwa kwamanye amazwe, kodwa isikhathi singalungiswa.”
NgoFebhuwari 2022, ngemuva kokugqashuka kwengxabano yaseRussia-Ukraine, ukukhathazeka mayelana nokusatshalaliswa komhlaba wonke kwe-nickel yaseRussia kwaqala imakethe ephoqelelwe ngoMashi, kwaphoqa intengo ye-nickel ukuba iqophe phezulu, imakethe yangaphandle kanye isuka eduze kwama- $ 20,000 / ton, igijimele ku-$100,000/ton.ngoMashi 7, ukwenyuka kosuku olulodwa ngo-72.67% ku-LSE nickel, okulandelwa ukuhoxiswa kwezigidigidi zamarandi zokuthengiselana kwe-nickel ku-LME, ukuphendula, kukhona i-hedge funds kanye nabahwebi bethula isenzo sokumangalela i-LME. .
I-Russia ingumkhiqizi omkhulu we-nickel, ithusi ne-aluminium, futhi konke ukunyakaza kwayo kuzoshintsha umkhuba wamazwe ngamazwe wezinsimbi ezingenayo insimbi nesisekelo.UGoldman Sachs uthe uma i-LME ibingayeka ukuhweba ngezinsimbi zaseRussia, ikhono labathengi baseNtshonalanga lokuthenga izinsimbi zaseRussia lizolimala kakhulu, kodwa lingavinjwa ngokuphelele.
Abanye abangaphakathi embonini bathi i-LME phambilini yayishilo ukuthi ngeke isebenze ngezinsimbi zaseRussia ngaphandle komkhawulo wenswinyo, kanti unswinyo lwaseYurophu naseMelika ngokumelene neRussia ngokubanzi aluzange luthinte iRusal, Norilsk Nickel (Nornickel) nezinye izinkampani ezinkulu zensimbi zaseRussia.Kodwa-ke, njengoba kubonakala ekukhishweni kolwazi kwakamuva, umnyakazo wakamuva we-LME ubonakala ukhombisa ukushintsha kwesimo sengqondo semboni yensimbi mayelana nokuhlinzekwa kwe-Russian.Eminyakeni yamuva nje, kanye nokwehliswa okuqhubekayo kwezimpahla zasekhaya nezamazwe ngamazwe zezinhlobo zensimbi eziyisisekelo, uma kuqhathaniswa nenani lokuhweba lamazwe ngamazwe elinenani lemakethe ye-LME, uhlu lwamanje lwe-LME selube nzima ukudlala umsebenzi we-"ballast" wokulawula i-short- ukunikezwa kwemakethe yesikhathi eside kanye nebhalansi yokufunwa, okuyimbangela yokuguquguquka okwedlulele kwentengo yesikhathi esifushane ye-LME i-aluminium, i-nickel, i-zinc nezinye izinhlobo ngo-2022. Lokhu kuyisici esibalulekile ekuguquguqukeni ngokwedlulele kwentengo yesikhathi esifushane ye-aluminium, nickel. kanye ne-zinc ku-LME ngo-2022.
Ngasohlangothini lwezimboni, i-zinc ingot kanye ne-copper cathode inventories yawela ekurekhodeni amazinga aphansi, futhi i-zinc ingot ingot yayingaphansi kwezinga lenkathi yokugcina yonyaka odlule.Kusukela ngo-September 29, i-LME zinc inventories ime kumathani angu-53,900, ukwehla okuphawulekayo kwamathani angu-27,100 kusukela kumathani angu-81,100 ekupheleni kukaJuni;i-zinc ingot yasekhaya i-SMM ime ku-81,800 amathani kusukela kwangu-26, ukwehla ngamathani ayi-100,000 ukusuka kumathani ayi-181,700 ekupheleni kukaJuni.
Kulindeleke ukuthi inkambiso yentengo yezinsimbi ezingenayo insimbi engxenyeni yesine izocindezelwa nakakhulu, kodwa amandla ezinye izinhlobo zingahluka, ithusi kanye ne-zinc ngenxa yentengo yesiphetho semayini, inzuzo yamanje inkulu, ukusekelwa kwezindleko kubuthakathaka, i-inventory ephansi ibonakala kakhulu emehlukweni wanyanga zonke kanye nokuphakanyiswa kwendawo, ngakho-ke intengo ephelele isenethuba lokwehla kwengcindezi nge-macro sentiment, i-electrolytic aluminium, ngenxa yezakhiwo zamandla aqinile, ukusebenza kuzoqina, kungabi- izinsimbi ezisansimbi Ngaphakathi ziba kakhulu nezinhlobo, noma zibonise ukuthambekela kokuqeda ukushaqeka.
Amanani e-aluminium engxenyeni yesine azoba namandla kunethusi ne-zinc, umqondo oyinhloko usalokhu ucindezela amandla okubangelwa izindleko eziphakeme ku-aluminium ngenhla kubonakala kalula, uma kuqhathaniswa, ithusi muva nje kukhona igagasi lomtapo wolwazi okhathele kulindeleke, kuyilapho izindleko zokucubungula ukuncibilika ziphindeka, kukhona ukusekelwa kwezincibilikisi ukuze kuthuthukiswe amathuba esilinganiso sokuqalisa, ukushuba kokuhlinzeka kungaphansi kwe-aluminium.Futhi ingcindezi yokunciphisa ukukhiqizwa kwe-zinc ivela eYurophu, ngakho-ke kukhona ukwesekwa okuthile okuqinile, umjikelezo wesikhathi eside ukubona ukusikeka kokukhiqizwa kwaseYurophu ukuze kwandiswe insimbi ye-zinc kukhona okulindelekile kokulula, kodwa futhi ngeke kube ngokweqile, ngakho-ke oscillation of the strong.
Isikhathi sokuthumela: Oct-11-2022