LONDON, September 1 (Reuters) - Li-smelters tse ling tse peli tsa aluminium tsa Europe li koala tlhahiso ha mathata a matla a sebaka seo a sa bontše matšoao a ho fokotsa.
Slovenia Talum e tla fokotsa tlhahiso ka karolo e le 'ngoe feela ho tse hlano ea matla a eona, ha Alcoa (AA.N) e tla khaola mohala femeng ea eona ea Lista e Norway.
Hoo e ka bang lithane tse limilione tse 1 tsa tlhahiso ea aluminium ea mantlha ea Europe ha li sebetse 'me tse ling li ka koaloa joalo ka indasteri e tsebahalang ka ho ba le mathata a matla le litheko tse ntseng li phahama tsa matla.
Leha ho le joalo, 'maraka oa aluminium o ile oa fokotsa mathata a ntseng a eketseha a tlhahiso Europe, ka likhoeli tse tharo London Metal Exchange (LME) theko e theohileng ho ea ho likhoeli tse 16 tse tlaase ho $2,295 tonne ka Labone hoseng.
Theko e fokolang ea litšupiso ea lefats'e e bonts'a tlhahiso e ntseng e phahama naheng ea China le ho eketsa matšoenyeho mabapi le tlhokeho ea China le lefats'e ka bophara.
Empa bareki ba Europe le US ba tla fumana phomolo e itseng feela ha litefiso tsa 'mele li lula li le holimo ka ho fetesisa ha liphapang tsa libaka li theola "theko e felletseng" ea tšepe.
Ho ea ka International Aluminium Institute (IAI), tlhahiso ea aluminium ka ntle ho Chaena e ile ea theoha 1% likhoeling tse supileng tse qalang tsa selemo.
Keketseho ea tlhahiso Amerika Boroa le Koung ea Persia e ke ke ea felisa ka botlalo ts'oaetso ea matla e ntseng e eketseha ho liloala tsa tšepe Europe le US.
Ho tloha ka Pherekhong ho isa Phupu, tlhahiso Europe Bophirima e theohile ka 11.3% selemo le selemo, ka tlhahiso ea selemo le selemo e lula e le ka tlase ho lithane tse limilione tse 3 ka lekhetlo la pele lekholong lena la lilemo.
Tlhahiso Amerika Leboea e theohile ka 5.1% ka nako e ts'oanang ho tlhahiso ea selemo le selemo ea lithane tse limilione tse 3.6 ka Phupu, hape e tlase haholo lekholong lena la lilemo.
Ho theoha ho hoholo ho bonts'itse ho koaloa ka botlalo ha Century Aluminium (CENX.O) e Havesville le ho fokotsoa ha karolo ea setsi sa semela sa Alcoa sa Warrick.
Tekanyo ea sekhahla sa ho otla ha litsila tsa tšepe e lebelletsoe ho ts'ehetsa bonyane litheko tse tobileng tsa LME.
Selemong se fetileng, basebetsi ba China ka kopanelo ba ile ba fokotsa tlhahiso ea selemo le selemo ka lithane tse fetang limilione tse 2, 'me liprofinse tse' maloa li ile tsa tlameha ho koala ho fihlela lipehelo tse nyarosang tsa matla.
Bahlahisi ba aluminium ba arabetse ka potlako mathateng a matla a nako ea mariha a ntseng a tsoela pele, a qobella Beijing hore e tlohele merero ea eona ea ho tlosa carbonization ka nakoana.
Tlhahiso ea selemo le selemo e eketsehile ka lithane tse limilione tse 4.2 likhoeling tse supileng tsa pele tsa 2022 mme joale e se e fihlile ho rekoto e phahameng ea lithane tse ka bang limilione tse 41.
Profinse ea Sichuan e ile ea koala lithane tse limilione tse 1 tsa aluminium ka Phupu ka lebaka la komello le khaello ea motlakase, tse tla fokotsa empa li se ke tsa emisa ts'ebetso eo.
Lithibelo tsa matla a Sichuan li boetse li amme bahlahisi ba aluminium, ho eketsa matšoenyeho mabapi le maemo a tlhokahalo ea China.
Komello, maqhubu a mocheso, mathata a meralo lekaleng la thekiso ea matlo le ho koaloa ha thepa e ntseng e tsoela pele ka lebaka la COVID-19 li fokolitse ts'ebetso ea tlhahiso ea moreki e moholo oa lefats'e oa aluminium.PMI ea semmuso le Caixin ba kene likonteraka ka Phato.bala haholoanyane
Ho se lumellane le keketseho e matla ea phepelo ho iponahatsa, joalo ka 'marakeng oa aluminium oa Chaena, ha tšepe e feteletseng e phalla ka mokhoa oa ho romela lihlahisoa tsa lihlahisoa tse felileng.
Thepa e romelloang kantle ho naha eo ho thoeng e felile ka botlalo joalo ka mekoallo, lithupa, terata le foil e fihletse rekoto e phahameng ea lithane tse 619,000 ka Phupu, 'me thepa ea selemo le selemo e nyolohile ka 29% ho tloha maemong a 2021.
Leqhubu la thepa e tsoang kantle ho naha le ke ke la roba mekoallo ea khoebo e thehiloeng ka kotloloho ke United States kapa Europe, empa e tla ba le tšusumetso tlhokahalong ea mantlha linaheng tse ling.
Tlhokahalo lefats'eng lohle joale e bonahala e sa fetohe joalo ka ha phello ea litheko tse phahameng tsa matla e ntse e ata hohle letotong la tlhahiso.
Mesebetsi ea indasteri ea Europe e kentsoe konteraka khoeling ea bobeli ka tatellano ka Phupu ka lebaka la litheko tse phahameng tsa matla le ho theoha ho hoholo ha kholiseho ea bareki.
Ho ea ka pono ea lefats'e, kholo ea phepelo ea China e fetetse ho fokotseha ha tlhahiso ea Europe, 'me lihlahisoa tsa eona tse ntseng li hola ka potlako tse tsoang kantle ho naha li ntse li tšelela ho ba mokhoa o fokolang oa tlhokeho.
Ho ata ha nako ea LME ha hona joale ha ho bontše khaello ea litšepe tse fumanehang.Le hoja li-stock li ntse li fokotseha ka tlaase ho lilemo tse ngata, chelete ea chelete ho tšepe ea likhoeli tse tharo e ne e le $ 10 ka tonne.Ka February, e fihlile ho $ 75 ka tonne, ha lihlahisoa tse kholo li eketseha haholo.
Potso ea bohlokoa hase hore na ho na le li-stocks tse sa bonahaleng 'marakeng, empa moo li bolokiloeng teng hantle.
Litefiso tsa 'mele Europe le US li theohile likhoeling tsa lehlabula empa li lula li le holimo haholo ho latela maemo a nalane.
Mohlala, tefiso ea CME ho la US Midwest e theohile ho tloha ho $880/tonne ka Hlakola (kaholimo ho chelete ea LME) ho ea ho $581 hona joale, empa e ntse e le kaholimo ho tlhoro ea eona ea 2015 ka lebaka la mela e tletseng likhang ho netweke ea polokelo ea LME.Ho joalo le ka tefiso ea hona joale ea mesebetsi ea tšepe ea Europe, e fetang $500 ka tone.
US le Europe ke limmaraka tse haellang ka tlhaho, empa lekhalo lipakeng tsa phepelo ea lehae le tlhokeho e ntse e hola selemong sena, ho bolelang hore ho hlokahala litefiso tse phahameng ho hohela likarolo tse ling.
Ka lehlakoreng le leng, litefello tsa 'mele tsa Asia li tlase 'me li theoha ho feta, 'me tefiso ea Japane ho CME hajoale e rekisoa hoo e batlang e le tlase ho $90/t ha e bapisoa le LME.
Sebopeho sa premium sa lefats'e se u bolella moo chelete e setseng e leng teng hona joale, ho latela litšepe tsa mantlha tse fumanehang le ho latela thepa e tsoang kantle ho naha ea China.
E boetse e hlakisa lekhalo lipakeng tsa litheko tsa hajoale tsa aluminium lipakeng tsa litekanyetso tsa lefats'e tsa LME le litefiso tsa tlatsetso tsa libaka tse ntseng li eketseha.
Ho khaoha hona ke hona ho lebisitseng masoabing a LME ka lebaka la mathata a mabe ka ho fetesisa a thomello ea thepa halofong ea pele ea lilemo tse 10 tse fetileng.
Bareki ba ntse ba sebetsa betere nakong ena ka likonteraka tse rekoang tsa CME le LME.
Ts'ebetso ea khoebo ea likonteraka tse lefuoang ke CME Group ho la US Midwest le Europe e ile ea eketseha, 'me ea morao-rao e fihletse rekoto ea likonteraka tse 10,107 ka Phupu.
Ha matla a tlhahiso ea motlakase le aluminium sebakeng sena a kheloha theko ea LME ea lefats'e, ho na le bonnete ba hore melumo e mecha e tla hlaha.
Senior Metals Columnist eo pele a neng a akaretsa limmaraka tsa tšepe tsa indasteri bakeng sa Metals Week hape e ne e le mohlophisi oa thepa oa EMEA oa Knight-Ridder (eo hamorao e ileng ea tsejoa e le Bridge).O thehile Metals Insider ka 2003, a e rekisetsa Thomson Reuters ka 2008, mme ke sengoli sa Siberian Dream (2006) mabapi le Arctic ea Russia.
Litheko tsa oli li ile tsa lula li tsitsitse ka Labohlano empa li ile tsa theoha bekeng ena ka lebaka la dollar e matla le tšabo ea hore moruo o fokolang o ka fokotsa tlhokahalo ea oli e tala.
Reuters, lefapha la litaba le mecha ea litaba la Thomson Reuters, ke mofani oa litaba oa litaba oa multimedia o moholo ka ho fetesisa o sebeletsang batho ba libilione ho pota lefatše letsatsi le letsatsi.Reuters e fana ka litaba tsa khoebo, tsa lichelete, tsa naha le tsa machabeng ka liteishene tsa desktop, mekhatlo ea litaba ea lefats'e, liketsahalo tsa indasteri le ka kotloloho ho bareki.
Iketsetse likhang tsa hau tse matla ka litaba tse u fang matla, boitseanape ba bohlophisi, le mekhoa e hlalosang indasteri.
Tharollo e felletseng ka ho fetesisa ea ho laola litlhoko tsohle tsa hau tse rarahaneng le tse ntseng li hola tsa lekhetho le ho latela melao.
Fumana boitsebiso bo ke keng ba bapisoa ba lichelete, litaba, le litaba ka mokhoa oo u ka o khethang ho komporo, tepo le mehala.
Sheba potefolio ea nako ea sebele le ea histori ea 'maraka, hammoho le lintlha tse tsoang mehloling ea lefats'e le litsebi.
Latela batho le mekhatlo e kotsing e kholo lefats'eng ka bophara ho senola likotsi tse patiloeng khoebong le likamanong tsa batho.