Mysteel ya yi imanin cewa yanayin Rasha da Ukraine zai samar da goyon baya mai ƙarfi ga farashin aluminum dangane da farashi da kayayyaki. Tare da tabarbarewar yanayin tsakanin Rasha da Ukraine, yuwuwar sake sanya takunkumi ga rusal ya ƙaru, kuma kasuwar ƙasashen waje tana ƙara damuwa game da raguwar samar da aluminum. A shekarar 2018, bayan da Amurka ta sanar da takunkumi kan Rusal, Aluminum ya karu da fiye da kashi 30% cikin kwanaki 11 na ciniki zuwa mafi girma na shekaru bakwai. Lamarin ya kuma kawo cikas ga sarkar samar da aluminum ta duniya, wadda daga ƙarshe ta bazu zuwa masana'antun masana'antu na ƙasa, galibi a Amurka. Yayin da farashi ya yi tashin gwauron zabi, kamfanoni sun yi ta fama da wahala, kuma gwamnatin Amurka ta ɗage takunkumin da ta sanya wa Rusal.
Bugu da ƙari, daga ɓangaren farashi, wanda yanayin da ake ciki a Rasha da Ukraine ya shafa, farashin iskar gas na Turai ya yi tashin gwauron zabi. Rikicin Ukraine ya ƙara yawan buƙatun samar da makamashi na Turai, waɗanda tuni suka shiga cikin rikicin makamashi. Tun daga rabin na biyu na 2021, rikicin makamashi na Turai ya haifar da hauhawar farashin makamashi da faɗaɗa rage yawan samarwa a masana'antun aluminum na Turai. A cikin shekarar 2022, rikicin makamashi na Turai har yanzu yana ƙara ƙarfi, farashin wutar lantarki yana ci gaba da hauhawa, kuma yuwuwar ƙara faɗaɗa rage yawan samar da kamfanonin aluminum na Turai ya ƙaru. A cewar Mysteel, Turai ta yi asarar fiye da tan 800,000 na aluminum a kowace shekara saboda hauhawar farashin wutar lantarki.
Daga mahangar tasirin da kasuwar China ke yi kan wadata da buƙata, idan Rusal ta sake fuskantar takunkumi, wanda ke samun goyon bayan katsalandan daga ɓangaren wadata, ana sa ran farashin aluminum na LME har yanzu yana da damar ƙaruwa, kuma bambancin farashi na ciki da na waje zai ci gaba da faɗaɗa. A cewar kididdigar Mysteel, kafin ƙarshen watan Fabrairu, asarar da China ke yi wa shigo da kayayyaki daga aluminum mai ƙarfi ta kai yuan 3500/ton, ana sa ran cewa za a ci gaba da rufe kasuwar China a cikin ɗan gajeren lokaci, kuma yawan shigo da kayayyaki daga aluminum mai ƙarfi zai ragu sosai kowace shekara. Dangane da fitar da kayayyaki daga ƙasashen waje, a cikin 2018, bayan an sanya wa Rusal takunkumi, an kawo cikas ga tsarin samar da kayayyaki na kasuwar aluminum ta duniya, wanda ya ƙara darajar aluminum a ƙasashen waje, wanda hakan ya haifar da sha'awar fitar da kayayyaki daga ƙasashen waje. Idan aka sake maimaita takunkumin a wannan karon, kasuwar ƙasashen waje tana cikin matakin farfaɗo da buƙatun bayan annoba, kuma ana sa ran cewa ana sa ran cewa umarnin fitar da kayayyaki daga China na kayayyakin aluminum zai ƙaru sosai.
Lokacin Saƙo: Maris-01-2022