Kutevera chiziviso chenhengo chakatumirwa pawebhusaiti yepamutemo yeLME, iyo yakataura kutiLMEyakanga yaona fungidziro yenhau nezvekupa kubvunzana pamusoro pekuenderera mberi kwesimbi yekuRussia, iyo LME yakasimbisa kuti kuburitsa bepa renhaurirano pamusika isarudzo iri kutariswa zvakanyanya.Nepo LME iri kufunga nezve bepa renhaurirano ringangovepo, haisati yafunga kuti ingaburitse bepa rakadaro.Kana bepa renhaurirano rikapihwa nekufamba kwenguva, chero mamwe matanho angatorwa neLME mune ramangwana anozotorawo mhinduro yemubvunzurudzo.
Mukupindura danho reLME, vamwe vemukati meindasitiri vakati, "Europe haisati yasvika kune gasi rechisikigo, uye iko zvino yave kukanda simbi dzisina ferrous, mhedzisiro yacho isingafungidzike, uye kana LME yapedza sarudzo, kwete. -mitengo yesimbi inogona kuchinja zvakanyanya. "
Zvinoenderana nekunzwisisa kwemutori wenhau, kutaura zvazviri, kutanga kwa2018 iyo LME yakanga yaramba kugamuchira zvigadzirwa zvealuminium kubva kunyika yeRussia.musi waApril 6, 2018, United States, nezvikonzero zvekupindira kweRussia musarudzo yeUnited States, yakabvumira boka revatengesi veRussia oligarch, kusanganisira muzvinabhizimisi Deripaska nemabhizinesi matatu ari pasi pake - anosanganisira kambani yeRussia aluminium ( Rusal), kudzora kutengeserana muRussia aluminium.Musi waKubvumbi 10 wegore rimwe chetero, iyo LME yakamisa kuendeswa kweRusal-branded aluminum ingots.
Mushure mechiitiko ichi, LMEmitengo yealuminiumyakaramba ichikwira, kubva papasi pemadhora zviuru zana nemakumi mapfumbamwe nenomwe patani kusvika pamadhora mazana maviri nemakumi manomwe nesere patani muna Kubvumbi 19, kana 37.48%, LSE aluminium isati yanyura uye yakazodzokera kune zvakakosha sezvo US yakapfavisa zvirango zvayo kuRussia, izvo zvakazosimudzwa zviri pamutemo muna Ndira 2019.
Kuwedzera kune aruminiyamu simbi, inoteverwa nickel.“Nhoroondo inoitawo nenzira dzakada kufanana.Pakati peimwe neimwe yezvirango, ukuru uye kuenderera mberi kwekuita kwealuminium kwakakwira kupfuura kwemamwe masimbi.Chikonzero chikuru ndechekuti, yealuminium, China inogona kuzviriritira ichitumira kunze kwenyika anoda kusvika 5 miriyoni matani, hapana chikonzero chekuunza kubva kuRussia, saka iyo Russian aluminium yakatemerwa kukanganisa musika wekunze zvishoma.Kusiyana neizvi, nickel mutengo kuita kwakapfava, nekuti nickel, China zvinenge zvese zvinotengeswa kunze kwenyika, saka, ingave zvirango kana kwete, huwandu hukuru hweRussia nickel kugadzirwa kwehuwandu hunogona kutumirwa kuChina, kungowedzera zvishoma kukanganisa mukati uye. kusiyana kwemutengo wekunze, izvo zvakakonzera kuwedzera kwekurasikirwa kwekunze, asi nguva inogona kugadziriswa. "
Muna Kukadzi 2022, mushure mekutanga kwemhirizhonga yeRussia-Ukraine, kushushikana pamusoro pekutenderera kwepasi rose kweRussia nickel kwakakonzera musika wekumanikidzwa munaKurume, zvichisundidzira mutengo wenickel kune rekodhi rekodhi, musika wekunze kamwe kubva padyo nemadhora makumi maviri / tani, yakamhanyira kune yakakwirira ye $ 100,000 / tani.musi waKurume 7, kuwedzera kwezuva rimwe kwe72.67% muLSE nickel, kuchiteverwa nekudzimwa kwemabhiriyoni emadhora ekutengesa nickel muLME, mukupindura, kune hedge funds pamwe neVatengesi vakatanga danho rekupokana neLME. .
Russia ndiyo inogadzira nickel, mhangura uye aluminium, uye kufamba kwayo kwese kuchachinja maitiro epasi rese emasimbi asina ferrous uye base.Goldman Sachs akataura kuti kana LME yaizomira kutengesa muRussia simbi, kugona kwevatengi vekuMadokero kutenga simbi dzeRussia kwaizokuvadzwa zvakanyanya, asi kwete kuvharwa zvachose.
Vamwe vezve maindasitiri vakati LME yakambotaura kuti haichaita simbi dzeRussia kunze kwenzvimbo yezvirango, nepo zvirango zveEurope neAmerica zvakapesana neRussia zvakanyanya hazvina kukanganisa Rusal, Norilsk Nickel (Nornickel) nemamwe makambani makuru esimbi eRussia.Nekudaro, sekuonekwa kubva mukuburitswa kweruzivo munguva pfupi yapfuura, danho rekupedzisira reLME rinoratidzika kuratidza shanduko yemaitiro eindasitiri yesimbi kune kupihwa kweRussia.Mumakore achangopfuura, pamwe nekudzikisira kunoramba kuchiitwa kwemidziyo yemumba neyekunze yemhando dzesimbi dzesimbi, zvichienzaniswa nehuwandu hwekutengeserana kwepasi rose hunotengeswa nemusika weLME, zvinyorwa zveLME zvazvino zvave zvakaoma kutamba basa re "ballast" rekugadzirisa pfupi- nguva yemusika wekutengesa uye kudiwa kwechiyero, icho chiriwo chikonzero chekunyanya kuderera kwemutengo wenguva pfupi yeLME aluminiyamu, nickel, zinc uye mamwe marudzi muna 2022. Ichi chinhu chakakosha mukunyanya kuderera kwemutengo wenguva pfupi yealuminium, nickel. uye zinc paLME muna 2022.
Padivi reindasitiri, zinc ingot uye copper cathode inventories yakawira kurekodha yakaderera mazinga, uye zinc ingot inventories yaive pazasi peyero yenguva yekuchengetedza yegore rapfuura.Kubva munaSeptember 29, LME zinc inventories yakamira pa53,900 tons, kuderera kukuru kwematani 27,100 kubva ku81,100 toni pakupera kwaJune;mudzimba zinc ingot SMM yakamira pa81,800 matani kubva pamakumi maviri nematanhatu, kuderera kwe100,000 matani kubva pa181,700 matani pakupera kwaChikumi.
Zvinotarisirwa kuti maitiro ematengo emasimbi asina-ferrous muchikamu chechina acharamba achimanikidzwa, asi simba remamwe marudzi rinogona kunge rakasiyana, mhangura uye zinc nekuda kwemitengo yemagumo emugodhi, purofiti iripo yakawedzera, iyo mutengo werutsigiro hauna kusimba, yakaderera inventory inoratidzwa zvakanyanya mumutsauko wepamwedzi uye kusimudzwa kwenzvimbo, saka mutengo wakakwana uchine mukana wekudzika kudzvinyirirwa ne macro sentiment, electrolytic aluminium, nekuda kwesimba rakasimba zvivakwa, kuita kunenge kwakasimba, kusiri- ferrous metals Internal inowedzera nemhando, kana kuratidza kuvhunduka kwekupedzisa maitiro.
Mitengo yeAluminium muchikamu chechina ichave yakasimba kudarika mhangura uye zinc, iyo huru logic ichiri mukunetsana kwesimba kunokonzerwa nekudhura kwakanyanya mualuminium pamusoro inoratidzwa zviri nyore, kutaura, mhangura nguva pfupi yadarika kune mafungu eraibhurari akaneta anotarisirwa, nepo kunyungudutsa mari yekugadzira ichidzokororwa, kune tsigiro yezvinonyungudutsa kuwedzera mukana wekutanga-up mwero, tension yekugovera ishoma pane aluminium.Uye zinc kugadzirwa kwekudzikisira kudzvanywa kunobva kuEurope, saka kune zvakare imwe tsigiro yakasimba, yenguva refu-kutenderera kuona kugadzirwa kweEurope kunocheka kuwedzera zinc ore pane tarisiro yekurerutsa, asi zvakare haizove yakawandisa, saka mu oscillation of the strong.
Nguva yekutumira: Oct-11-2022