Kwanan nan, an sami gagarumin canje-canje a cikin bayanan ƙididdiga na aluminum na London Metal Exchange (LME), musamman ma a cikin rabon kayan aluminium na Rasha da Indiya da kuma lokacin jira don bayarwa, wanda ya jawo hankalin jama'a a kasuwa.
Dangane da sabbin bayanai daga LME, kayan aluminium na Rasha (rasitun shagunan rajista) da ake samu don amfanin kasuwa a cikin shagunan LME ya ragu da 11% a cikin Disamba 2024 idan aka kwatanta da Nuwamba. Babban dalilin wannan canjin shine 'yan kasuwa da masu siye suna guje wa yin layi a Port Klang a Malaysia don siyan aluminium na Indiya lokacin zabar tushen aluminum. Ya zuwa ƙarshen Disamba, jimillar kuɗin da aka yi wa rajista na aluminium na Rasha shine ton 163450, wanda ke lissafin 56% na jimlar LME aluminium, wanda ya ragu sosai idan aka kwatanta da 254500 ton a ƙarshen Nuwamba, yana lissafin 67%.
A lokaci guda, adadin da aka soke na aluminium da aka soke rasidin sito a LME Port Klang ya kai tan 239705. Soke rasidin sito yawanci yana nufin aluminium wanda aka ciro daga ma'ajiyar amma har yanzu ba a kai ga mai siye ba. Ƙaruwa a wannan lambar na iya nufin cewa akwai ƙarin aluminum da ake jira don isar da shi ko kuma a cikin tsarin bayarwa. Wannan yana kara tsananta damuwar kasuwa game daaluminum wadata.
Ya kamata a lura da cewa ko da yake kayan aluminium na Rasha ya ragu, adadin aluminium na Indiya a cikin kayan aluminium na LME yana karuwa a hankali. Ya zuwa ƙarshen Disamba, rasidin ajiyar sito da aka yi rajista na aluminium na Indiya ya kai tan 120225, wanda ya kai kashi 41% na jimillar kayan aluminium na LME, daga 31% a ƙarshen Nuwamba. Wannan canjin yana nuna cewa kasuwa tana neman ƙarin hanyoyin aluminum don biyan buƙatu, kuma aluminium na Indiya na iya zama muhimmin zaɓi na madadin.
Tare da canjin tsarin kayan aikin aluminum, lokacin jira don bayarwa yana ƙaruwa. Tun daga ƙarshen Disamba, lokacin jira don isar da aluminium LME ya kai kwanaki 163. Wannan dogon jira ba kawai yana ƙara farashin ma'amala ba, har ma yana iya sanya matsin lamba kan wadatar kasuwa, yana ƙara haɓaka farashin aluminum.
Canje-canje a cikin tsarin kayan aluminium na LME da kuma tsawaita lokacin jira don bayarwa sune mahimman alamun kasuwa. Waɗannan canje-canjen na iya yin nuni da haɓakar buƙatun aluminium a kasuwa, yanayin tashin hankali a ɓangaren samarwa, da tasirin canji tsakanin tushen aluminium daban-daban.
Lokacin aikawa: Janairu-14-2025