A ranar 10 ga Afrilu, bayanan da Kamfanin Kasuwancin Ƙarfe na London (LME) ya fitar ya nuna cewa a cikin Maris, rabon kayan aikin aluminum na asalin Rasha a cikin ɗakunan ajiya masu rijista na LME ya karu sosai daga 75% a cikin Fabrairu zuwa 88%, yayin da rabon kayan aluminum na asalin Indiya ya ragu daga 24% zuwa 11%. Ya zuwa karshen watan Maris, abubuwan da aka samu ko masu rijista na asalin kasar Rasha sun haura zuwa tan 200,700, idan aka kwatanta da tan 155,125 a karshen watan Fabrairu, kuma kayayyakin aluminum na asalin Indiya sun ragu daga tan 49,400 zuwa tan 25,050.
Downstream a cikin karfe masana'antu sarkar, aluminum zanen gado,aluminum sanduna da aluminum tube, a matsayin mahimman kayan aluminum, ana amfani da su sosai a fannoni kamar gini, motoci, da lantarki. Tsarin mashin ɗin yana ba da kayan aluminum tare da madaidaicin siffofi da kaddarorin, biyan buƙatu daban-daban na masana'antu daban-daban. Waɗannan filayen suna da alaƙa da haɓakar abubuwan ƙirƙira na aluminum, kuma canje-canje a cikin abubuwan ƙirƙira galibi suna da tasiri mai nisa.
Tun daga ranar 13 ga Afrilu, 2024, don yin aiki da takunkumin da Amurka da Birtaniya suka sanyawa game da rikicin Rasha da Ukraine, LME ta haramta ƙirƙirar sabbin sammaci na aluminum, jan ƙarfe, da nickel na Rasha. Koyaya, rabon aluminium na Rasha a cikin ɗakunan ajiya na LME ya karu sosai akan yanayin. Yin nazari daga hangen nesa na aikace-aikacen kayan aikin aluminum, canji a cikin buƙatun kasuwa na zanen aluminum,aluminum sanduna da aluminum tubena iya zama wani abu mai yuwuwa wanda zai haifar da canji a cikin tsarin kayan aikin aluminum.
A gefe guda, fitowar aluminium na Indiya daga ɗakunan ajiya na LME daidai da haka ya ƙara yawan adadin aluminium na Rasha a cikin sauran kayan. Wannan na iya zama saboda daidaitawar dabarun gasa na kayan aluminium na Indiya a cikin kasuwannin filayen aluminum, sandunan aluminum, da bututun aluminum, rage samar da kayayyaki zuwa ɗakunan ajiya na LME da kuma ba da damar aluminium na Rasha. Misali, wani babban kamfani na aluminium na Indiya ya rage yawan fitar da kayan aluminium don yin gini a kasuwannin Turai, wanda ya haifar da raguwar ajiyar aluminium na Indiya a cikin ɗakunan ajiya na LME.
A gefe guda kuma, a baya Rasha tana da babban tushe na kayan aluminium a cikin ɗakunan ajiya na LME, kuma lokacin da aluminum daga wasu asali ya fito, rabon dangi ya zama sananne. Dogaro da fa'idodinsa wajen samar da kayan aikin aluminium masu inganci irin sukamar sandunan aluminum don sararin samaniyada bututun aluminum don manyan na'urori na lantarki, Rasha ta kiyaye adadi mai yawa na kayayyaki. Lokacin da aluminium na Indiya ya fita, rabonsa ya karu a zahiri.
Canje-canje a cikin rabon aluminium na Rasha a cikin ɗakunan ajiya na LME a wannan lokacin na iya daga baya samun sarkar sarkar akan farashin fakitin aluminum, sandunan aluminum, bututun aluminum da farashin masana'antar injin, wanda ya cancanci kulawar masana'antar gabaɗaya.
Lokacin aikawa: Afrilu-14-2025