Nnukwu ihe ọṅụṅụ na-aba n'anya nke America gosipụtara na July 5th na tarifụ nchịkwa 50% na aluminom ebubata ga-ebute mmụba nke ihe dị ka nde $20 maka mmefu ego nke afọ a, na-akwali North America.ụlọ ọrụ aluminumyinye n'ihu egwuregwu. Ọ bụ ezie na ihe ọṅụṅụ na-aba n'anya nke Mexico ka na-enwe mmasị n'ụtụ isi, biya a chịkọtara na mkpọ aluminom na-adabere n'ụtụ isi ọhụrụ, na-emetụta oke uru ụlọ ọrụ. Agha tarifu a yiri ka e lekwasịrị anya n'ụlọ ọrụ aluminom na-ekpughere esemokwu miri emi dị n'etiti ụlọ ọrụ mba dị iche iche na ndị na-eme amụma n'ihe gbasara nhazigharị usoro ọkọnọ zuru ụwa ọnụ.
Mbufe ọnụ ahịa: ụgwọ ụtụ isi a na-adịghị ahụ anya na mkpọ biya
N'okpuru akara Constellation, ụdị biya dị ka Corona na Modro na-adabere kpamkpam na mkpọ aluminom ebubata na Mexico, na amụma tarifụ ọhụrụ abawanyela ọnụ ahịa aluminum ha ihe dịka $ 1200 kwa ton. N'agbanyeghị mmesi ike nke CFO Gals Hankinson na "ihe isi ike na-ebufe ụgwọ zuru oke," ahịa ahụ azaghachila: ọnụ ahịa ngwaahịa ya agbadala site na 31% n'ime afọ, ọnụ ahịa ahịa ya ekpochapụla ihe karịrị ijeri $ 13. N'ụzọ na-akpali mmasị, Òtù Na-ahụ Maka Aluminom nke Canada ekpughere na ọnụ ọgụgụ mmejuputa iwu nke tarifu na aluminom Canada site na United States bụ nanị 65% nke ego a na-ekwupụta, na-egosi na ụlọ ọrụ nwere ike izere ụgwọ ụfọdụ site na ịzụ ahịa njem, ma ọrụ isi awọ a na-eche ihu n'ihe ize ndụ nke nyochaa omenala.
Nhazigharị ụgbụ a na-eweta: Canadian Aluminum's' Hedging Strategy '
Iji nagide mmetụta nke tarifu, ụlọ ọrụ aluminom nke Canada na-emewanyewanye ikike. Alumina Alouette etinyela $ 1.1 ijeri iji gbasaa smelter Quebec ya, yana ikike mmepụta nke 650000 ton site na 2026, mmụba 40% site na ọkwa dị ugbu a. Omume a abụghị naanị iji gboo ọchịchọ nke United States, kamakwa iji jide ahịa ahịa Europe - mgbe EU kwadoro ụgwọ ndị ọzọ na aluminom ebubata n'ihi tarifụ carbon, asọmpi nke aluminom Canada na mpaghara mmepụta ụgbọ ala abawanyela nke ukwuu. Jean Simard, CEO nke Canadian Aluminum Association, kpughere na ọ bụrụ na US tarifụ na-aga n'ihu ruo 2026, gọọmentị nwere ike rụọ ọrụ "Industry Stabilization Fund" iji belata nrụgide na azụmahịa site na kredit ụtụ isi ma ọ bụ obere ọmụrụ nwa.
Agha ụlọ ọrụ: Agha nke dị n'etiti ike ịnye ọnụahịa na egwuregwu amụma
Akụkọ ego nke Alcoa na-egosi na na Q1 2025, ọ tara ahụhụ nke $ 20 nde n'ihi tarifụ, na ọnwụ a na-atụ anya na Q2 na-atụ anya ka ọ gbasaa ruo $ 90 nde. Agbanyeghị, ọnụ ahịa ngwaahịa ya bilitere site na 12% megide usoro a, na-egosipụta atụmanya ahịa nke tarifụ ogologo oge. Nke a na-emegiderịta sitere na bughi ntụpọ dị n'ime ụlọ agbaze ikike nke United States: ọ bụ ezie na tarifu ebumnuche revitalize obodo ọrụ, na aluminum smelting ikike na United States bụ nanị 670000 tọn (ihe na-erughị 1/4 nke China), na Malitegharịa ekwentị na-abaghị uru na-achọ ihe incremental ego nke 3 nde. N'otu oge ahụ, Alcoa North America, ụlọ ọrụ Mexico, aghọwo onye mmeri zoro ezo n'okpuru tarifụ site na ijikọta "bauxite alumina electrolytic aluminum" kwụ ọtọ iji chịkwaa ọnụ ahịa n'okpuru $ 2500 kwa ton.
Fission Consumer: 'Green Revolution' nke Beer Can
Nrụgide tarifu na-ebute mgbanwe teknụzụ na ụlọ ọrụ. Akara constellation na Ball Corporation na-arụkọ ọrụ ọnụ iji mepụta mkpọ aluminom dị fechaa, na-ebelata ojiji aluminom kwa ike site na gram 13.6 ruo gram 9.8 yana chekwaa $0.35 kwa igbe. Ọ bụrụ na a na-ewu ewu na atụmatụ "mbelata" a, ọ nwere ike ibelata oriri aluminom kwa afọ nke ụlọ ọrụ biya US site na 120000 tọn, ya na ibelata ibubata mbubata nke ụgbọ mmiri 30. Mana nkwalite gburugburu ebe obibi chọrọ nkwado nke yinye ụlọ ọrụ niile - ọnụ ọgụgụ nrụpụta aluminom na United States abawanyela site na 50% na 2019 ruo 68% na 2025, mana ikike nrụpụta nke aluminom megharịrị ka na-ada n'azụ ọnụego uto nke ihe, na-ebute ọnụ ahịa dị elu nke aluminom mbụ.
Geopolitical Mirror: Nsogbu "De Sinicization" nke North America Aluminum Industry
N'agbanyeghị mbọ United States na-agba iji megharịa ụdọ aluminom site na tarifu, China na-anọgide na-emepụta aluminum recycled nke ukwuu n'ụwa (na-aza 35% site na 2025). Ụlọ ọrụ aluminom nke Canada amalitela ịbubata ingots aluminum recycled na China ma na-edozi ha na ngwaahịa dị elu maka mbupụ iji zere tarifu. "Atụmatụ okirikiri" a emeela ka mmụba 45% kwa afọ na mbupụ aluminom emegharịrị na China na United States. Ihe dị ịrịba ama bụ na European Aluminum Association etinyela akwụkwọ na WTO, na-ebo ebubo US tarifu nke imebi nkwekọrịta azụmahịa n'efu. Ọ bụrụ na akwadoro ikpe ahụ, ọ nwere ike ịkpalite ujo nke abụọ na agbụ ụlọ ọrụ aluminom zuru ụwa ọnụ.
Agha zoro ezo maka ike ịnye ọnụahịa na-abawanye n'etiti ogbunigwe ọla kọpa na Andes na ndị na-agbapụta aluminom na North America. Mgbe tarifụ ghọrọ ngwa agha a na-ahụkarị na egwuregwu azụmaahịa, ụlọ ọrụ nwere ike ịhụ nguzozi n'etiti ọnụ ahịa nnabata na ihe ọhụrụ teknụzụ iji jide n'aka na agbụ ọkọnọ zuru ụwa ọnụ tiwara etiwa.
Oge nzipu: Jul-08-2025