Musi wa18 Mbudzi, hofori yepasi rose yeGlencore yakapedza kudzikiswa kwechikamu chayo muCentury Aluminium, iyo yakakura kwazvo inogadzira aruminiyamu muUnited States, kubva pa43% kusvika pa33%. Uku kudzikiswa kwemari kunopindirana nefafitera remhindu yakakura uye kuwedzera kwemutengo wemasheya kune vanonyungudutsa aluminium yemuno mushure mekuwedzera kwemitengo yeUS aruminiyamu yekunze, zvichibvumira Glencore kuwana mamirioni emadhora mukudzoka kwekudyara.
Mhedzisiro yemamiriro ekuchinja kweequity kugadziridzwa kwemitemo yemitero yeUS. Musi waChikumi 4 wegore rino, hutongi hwaTrump muUnited States hwakazivisa kuti hwaizopeta kaviri mutero wealuminium wekunze kusvika ku50%, nechinangwa chakajeka chekukurudzira indasitiri yearuminiyamu indasitiri yekudyara uye kugadzirwa kuderedza kuvimba nealuminium inotengeswa kunze kwenyika. Pakangoitwa mutemo uyu, wakabva wachinja kugovera uye maitiro ekuda kweUSaluminium market- mari yealuminium inotengeswa kunze kwenyika yakawedzera zvakanyanya nekuda kwemitengo, uye aluminium smelters yemunharaunda yakawana chikamu chemusika kuburikidza nemutengo wemari, inobatsira zvakananga Century Aluminium semutungamiri weindasitiri.
Semugoveri mukuru wenguva refu weCentury Aluminium, Glencore ine yakadzika maindasitiri cheni yekubatana nekambani. Ruzivo rwevoruzhinji runoratidza kuti Glencore haingobata zvakaenzana muCentury Aluminium, asi inoitawo basa rakakosha: kune rumwe rutivi, inopa iyo core raw material alumina yeCentury Aluminium kuti ive nechokwadi chekugadzikana kwayo kwekugadzira; Kune rimwe divi, ine basa rekunyora pasi zvinenge zvese zvigadzirwa zvealuminium zveCentury Aluminium muNorth America uye nekupa kune vatengi vekumba muUnited States. Iyi yemhando mbiri yekudyidzana modhi ye "equity + indasitiri cheni" inogonesa Glencore kubata nemazvo kuchinja kwekuita kwekushanda uye shanduko yekukosha kweCentury Aluminium.
Iyo tariff dividend ine yakakosha kukurudzira mukuita kweCentury Aluminium. Dhata rinoratidza kuti Century Aluminium's primary aluminium kugadzirwa yakasvika 690000 matani muna 2024, ichiiswa pekutanga pakati pemakambani ekutanga aruminiyamu ekugadzira muUnited States. Sekureva kweTrade Data Monitor, iyo US aluminium yekupinza vhoriyamu ye2024 inosvika 3.94 miriyoni matani, zvichiratidza kuti aluminium inotengeswa kunze ichine chikamu chakakosha chemusika muUS. Mushure mekuwedzera kwemitengo, vagadziri vealuminium vanotengeswa kunze kwenyika vanofanirwa kusanganisira 50% yemutengo wemitengo mumakotesheni avo, zvichikonzera kudzikira kwakanyanya mukukwikwidza kwavo kwemitengo. Mari yemusika yekugadzirwa kwenzvimbo inotaridzwa, ichisimudzira kukura kwepurofiti uye kuwedzera kwemutengo wemasheya weCentury Aluminium, zvichigadzira mamiriro akanaka ekudzikisa purofiti yeGlencore.
Kunyange zvazvo Glencore yakaderedza chikamu chayo nezvikamu gumi kubva muzana, ichiri kuchengetedza nzvimbo yayo semugove mukuru weCentury Aluminium ine chikamu che33%, uye kushanda kwayo kwemaindasitiri neCentury Aluminium hakuna kuchinja. Vaongorori vemusika vakaratidza kuti kudzikiswa kwekubata uku kunogona kunge kuri kuita kwechikamu cheGlencore kukwidziridza kugoverwa kwemidziyo. Mushure mekunakidzwa nemabhenefiti emitengo yemitengo, icharamba ichigovera mibairo yenguva refu yekuvandudzwa kweindasitiri yemumba yealuminium muUnited States kuburikidza nenzvimbo yayo yekutonga.
Nguva yekutumira: Nov-20-2025