A ranar 28 ga Afrilu, hukumar sa ido kan kayayyaki ta DBX ta fitar da wani rahoto da ke nuna cewa na'urar narkar da aluminum ta Jebel Ali ta Hadaddiyar Daular Larabawa (EGA), wacce rikicin Gabas ta Tsakiya ya shafa, tana ci gaba da aiki a hankali kuma a halin yanzu tana aiki a matakin "kusan al'ada". A lokaci guda, aikin sauran na'urorin narkar da aluminum da abin ya shafa a yankin Gulf ya kasance mai dorewa, kuma har yanzu ana takaita amfani da karfin aiki sakamakon rikice-rikicen siyasa da ke ci gaba da faruwa.
A cikin wani rahoto da aka fitar a ranar Litinin, DBX ta bayyana dalla-dalla yanayin farfadowar na'urar narkar da aluminum ta Jebel Ali ta hanyar bayanan nazarin tauraron dan adam. An ruwaito cewa yawan amfani da karfin wannan masana'antar narkar da aluminum tare da fitar da tan miliyan 1 a shekara yana tsakanin kashi 85% zuwa 100%, tare da matsakaicin kashi 92.5%, karuwar da ta yi yawa daga kashi 82.5% a mako da ya gabata. DBX ta gano ta hanyar sa ido cewa "aikin zafi" a yankin masana'antar ya karu, wanda hakan kuma ya tabbatar da yanayin farfadowa a hankali na samarwa da aiki. Ya kamata a lura cewa wani na'urar narkar da Tavira a karkashin EGA ya sami mummunan lalacewa a harin makami mai linzami na Iran kuma an rufe shi yadda ya kamata. Maido da na'urar narkar da Jebel Ali yana da matukar muhimmanci wajen rage matsin lamba na samar da aluminum a yankin.
Baya ga na'urar narkar da ƙarfe ta Jebel Ali, kamfanin DBX ya kuma tantance ayyukan wasu na'urorin narkar da ƙarfe guda uku na aluminum a yankin Gulf da rikicin ya shafa. Daga cikinsu, kamfanin Bahrain Aluminum Company, wanda ke ɗaya daga cikin waɗanda Iran ta kai wa hari kuma yana da ƙarfin samar da tan miliyan 1.6 a kowace shekara, a halin yanzu yana riƙe da matakin aikinsa tsakanin kashi 50% zuwa 70%, wanda yayi daidai da matakin aikinsa a farkon wannan watan. An ruwaito cewa Bahrain Aluminum ta sanar a ranar 15 ga Maris rufe kashi 19% na ƙarfin samar da ƙarfe. A da, saboda rufe mashigar Hormuz, ta fuskanci majeure mai ƙarfi kuma ba ta iya jigilar kayayyaki yadda ya kamata ba.
A ɓangaren Qatar, ana kyautata zaton Kata Aluminum, wacce ke samar da tan 648000 a kowace shekara, a halin yanzu tana da ƙarfin samarwa na kashi 55% zuwa 65% na ƙarfinta. Wannan bayanai sun yi daidai da bayanin da mai hannun jarin kamfanin, Hydro na Norway, ya yi a ranar 12 ga Maris - a wancan lokacin, Hydro na Norway ya bayyana cewa Kata Aluminum za ta ci gaba da aiki da kashi 60%. An ruwaito cewa Qatar Aluminum ta fara rufewa cikin tsari saboda harin da aka kai wa cibiyoyin makamashi na Qatar da kuma katse samar da iskar gas, kuma a halin yanzu tana ci gaba da aiki ba tare da ɗaukar kaya ba.
Dangane da bayanan kididdiga na DBX, jimillar ƙarfin amfani da na'urorin narkar da aluminum guda huɗu da aka ambata a sama yana tsakanin kashi 45% zuwa 55%, kuma matakin aiki gabaɗaya bai dawo daidai da yanayin da ake ciki kafin rikici ba. A matsayin muhimmin ɓangaren samar da aluminum a duniya, yankin Gulf ya kai kashi 9% na jimillar wadatar aluminum a duniya. Duk da haka, saboda rikicin da ke ci gaba da faruwa a Gabas ta Tsakiya, an rufe mashigar Hormuz, wanda ya sa masu samar da aluminum a yankin ke fuskantar matsaloli masu yawa wajen shigo da kayan masarufi da kuma fitar da ƙarfe da aka gama. Wannan kuma yana ɗaya daga cikin muhimman abubuwan da ke takaita fitar da ƙarfin na'urorin narkar da aluminum na gida.
Masu bincike a masana'antu sun yi nazari kan cewa farfadowar da aka samu a hankali a fannin narkar da aluminum na Jebel Ali ya aika da wata alama mai kyau ga farfado da masana'antar aluminum a yankin Gulf. Duk da haka, toshewar hanyoyin sufuri da rashin daidaiton samar da makamashi da rikice-rikicen siyasa suka haifar ba a warware su ba, kuma yana da wuya a cimma gagarumin karuwar amfani da karfin samar da aluminum a yankin a cikin dan gajeren lokaci. Bugu da kari, mashigar Hormuz, a matsayin babbar hanyar da za a iya shigo da aluminum oxide sama da kashi 90% da kumagama aluminumKayayyakin fitar da kayayyaki daga Gabas ta Tsakiya, ci gaba da rufewa na iya ƙara yaduwa zuwa sarkar masana'antar aluminum ta duniya, wanda ke shafar tsarin samar da aluminum na duniya da yanayin farashi.
Lokacin Saƙo: Mayu-06-2026
