Ntiaj teb txhuas ua lag luam cov khoom lag luam qis dua, thiab kev pheej hmoo ntawm cov qauv txheej txheem luv luv Looms

Aluminium cov khoom lag luam ntawm London hlau pauv (LME) txuas ntxiv mus rau hauv qab, poob rau 322,000 tshiab txij li 2022, thiab ib qho kev poob qis ntawm 75% los ntawm lub ncov ob xyoos dhau los. Tom qab cov ntaub ntawv no yog qhov sib sib zog nqus ntawm cov khoom noj thiab kev lag luam Rollover rau $ 12.3 / nyhav ib daim siab ntawm kev yuam cov kua ntev ntev.

Cov lus nug cov lus nug: Cov kev ua tiav ua tiav thiab geopolitical ua si yog intertwined

Txij li thaum Lub Rau Hli, tsuas yog 150 tons ntawm cov ntawv txais nyiaj tau txais rau LME Aluminium cov lus nug yog tsis muaj, uas txwv los ntawm Tebchaws Asmeskas thiab Tebchaws Askiv. Tuam Tshoj tsuj tau nws cov pasistated ntawm 741,000 tons ntawm kev ris kab txij lub 4,6%, tab sis cov khoom lag luam ntawm Shanghai Futures muaj ib txhij poob mus rau 16-hli qes. Nyob rau hauv txoj kev nyem ob qho tib si muab thiab thov, ua kom muaj txiaj ntsig ntawm cov txhuas kev lag luam tau nthuav qhia ib qho "ob tog tua".

Kev Tsim Kho Vaj Tsoo: Qhov ntws ntawm seem Seem Aluminium Hides Variables

Lub ntiaj teb SCRAP txhuas kev ua lag luam qauv yog kev hloov pauv txaus ntshai: Tebchaws Asmeskas siv cov neeg them nyiaj rau cov khoom siv SKRAP txhuas Backflow, cuam tshuam Tuam Tshoj lub npe rov ua txhuas kev lag luam kev lag luam. Cov ntaub ntawv qhia tau hais tias Suav cov khoom siv rov qab ua tiav cov tuam txhab tsis sib xws, tab sis cov tuam txhab Suav teb tau teeb tsa, Nyob rau tib lub sijhawm, EU txhawb rau tus kheej- Kev sib tw ua dua tshiab hauv cov lej rov ua dua tshiab rau 100% thiab lub ntiaj teb cov carbon aluminium yog ua zuj zus zuj zus.

Kev Lag Luam Hloov Chaw Lag Luam: Nruab -}}}}}} demand end demand demand demand end and demand end demand and demand end and demand end demand end and demand end and and demand demand and and demand end and demand end and and demand end and demand end and and demand end and demand end and and demand end and and demand end and and demand end and demand end and and demand end and and demand end and and demand end demand end demand end end end and demand end demand end demand end demand end demand end demand end and demand demand and demand end demand end and demand end and demand end demand end demand end and demand end and and Thiab Txoj Cai Constrains Mus Tes

Tuam Tshoj cov txheej txheem kev hloov pauv txhuas kev hloov pauv tau nrawm: ntawm 42, siab}}}}}} roj teeb cov ntaub ntawv yuav suav rau 35%. Qhov kev faib ua feem ntawm txhuas siv nyob rau hauv cov tsheb hluav taws xob tshiab tau dhia ntawm 3% hauv 2020 txog 12%, los ua lub cav tseem ceeb ntawm kev thov kev loj hlob. Txawm li cas los xij, nrog kev vam khom rau sab nraud ntawm Bauxite tshaj 70%, lub siab ntawm EUCOLE CARDERY muaj peev xwm ua tau ntau {{} desensional txwv.

Yav tom ntej saib xyuas: cov kev sib tw muaj txheej txheem hauv cov khoom muag qis era

Cov kws tshuaj ntsuam ntseeg ntseeg tias tam sim no LME txhuas nyem tau ploj mus dhau qhov kev ntsuas kev ntxhov siab thiab tau hloov kho kev ntxhov siab ntawm lub ntiaj teb aluminium cov saw hlau. Yog tias cov khoom muag qis tseem ceeb txuas ntxiv, lub khw yuav hloov pauv los ntawm "kev sib tw cyclical" rau "qauv txheej txheem tsis txaus". Kev lag luam yuav tsum tau ceev faj tiv thaiv kev sib xyaw ua ke ntawm geopolitical cov kev pheej hmoo, thiab kev txwv tsis pub muaj cov ntaub ntawv siab, thiab cov khoom muaj peev xwm ntawm cov khoom siv tau los ua tus yuam sij los rhuav tshem cov tuag.