Hofori yezvinwiwa zvekuAmerica yeConstellation Brands yakaburitsa pachena musi wa5 Chikunguru kuti hutongi hwaTrump hutero hwe50% paaluminium inotengeswa kunze kwenyika huchakonzera kuwedzera kwemari inosvika mamiriyoni makumi maviri emadhora mugore rino remari, zvichisundira North America.aluminium industrycheni kumberi kwemutambo. Kunyangwe zvinwiwa zvinodhaka zvekuMexico zvichiri kunakidzwa nekuregererwa kwemitero, doro rakaiswa mumagaba ealuminium rinoiswa mutero mutsva, zvichikanganisa purofiti yemakambani. Iyi inoratidzika sehondo yemitero yakanangana neindasitiri yealuminium inoburitsa pachena kupokana kwakadzika pakati pemakambani emarudzi akawanda nevagadziri vemitemo mumamiriro ezvinhu ekugadzirisazve cheni.
Mutengo wekufambisa: iyo 'isingaoneki mutero bhiri' mumagaba edoro
Pasi pemhando yeConstellation, mhando dzedoro dzakaita seCorona neModro dzinotsamira chose pamagaba ealuminium anotengeswa kunze kwenyika kubva kuMexico, uye mutemo mutsva wemitengo wakawedzera mutengo wavo wealuminium nemadhora angangoita zana nemazana maviri patani. Pasinei nekusimbisa kweCFO Gals Hankinson pamusoro pe "kuoma kwekufambisa zvakakwana mari," misika yakapindura: mutengo wayo wekutengesa wakaderera ne31% mugore, uye kukosha kwayo kwemusika kwakaputika nepamusoro pe $ 13 bhiriyoni. Zvinofadza kuti Canadian Aluminium Association yakaratidza kuti iyo chaiyo yekushandiswa kwemari yemitero paCanada aruminiyamu neUnited States inongova 65% yemari yakaziviswa, zvichireva kuti makambani anogona kudzivisa mamwe mari kuburikidza nekutengeserana kwekufambisa, asi iyi grey operation inotarisana nenjodzi yekuongorora tsika.
Supply Chain Restructuring: Canadian Aluminium's' Hedging Strategy '
Kutarisana nekukanganisa kwemitengo, makambani eAluminum eCanada ari kukurumidza kukwidziridzwa kwehunyanzvi. Alumina Alouette akaisa mari inosvika bhiriyoni imwe chete yemadhora kuti awedzere kunyungudutsa kuQuebec, inotarisirwa kugadzira 650000 matani panosvika 2026, kuwedzera kwe40% kubva padanho razvino. Chiito ichi hachisi chekuzadzisa zvinodiwa neUnited States chete, asi zvakare chakanangana nekutora musika weEurope - mushure mekunge EU yaisa mari yekuwedzera kune aruminiyamu inotengeswa kunze kwenyika nekuda kwemitengo yekabhoni, kukwikwidza kweAluminiyamu yeCanada mundima yekugadzira mota kwakawedzera zvakanyanya. Jean Simard, CEO weCanadian Aluminium Association, akaburitsa pachena kuti kana mutero weUS ukaramba uchienderera kusvika 2026, hurumende inogona kumisikidza "Industry Stabilization Fund" kuti ideredze kumanikidzwa kumabhizinesi kuburikidza nezvikwereti zvemitero kana zvikwereti zvakaderera.
Hondo yeIndasitiri: Kudhonza kwehondo pakati pesimba remitengo uye mutambo wemitemo
Mushumo wezvemari weAlcoa unoratidza kuti muQ1 2025, yakarasikirwa nemamiriyoni makumi maviri emadhora nekuda kwemitero, uye kurasikirwa kunotarisirwa muQ2 kunotarisirwa kuwedzera kusvika kumadhora makumi mapfumbamwe emamiriyoni. Nekudaro, mutengo wayo wemasheya wakakwira ne12% pakatarisana nemaitiro, zvichiratidza tarisiro yemusika yemitengo yenguva refu. Kupokana uku kunobva mukukanganisa kwemaitiro ekunyungudutsa mudzimba kweUnited States: kunyangwe tariffs iine chinangwa chekumutsiridza maindasitiri emuno, iyo aluminum yekunyungudutsa muUnited States ingori matani 670000 (isingasviki 1/4 yeChina), uye kutangazve kusaita basa kunoda kuwedzeredzwa kwemamiriyoni matanhatu emari kutsiva. Panguva imwecheteyo, Alcoa North America, kambani yeMexico, yave mukundi akavanzika pasi pemitero nekubatanidza vertically "bauxite alumina electrolytic aluminum" kudzora mutengo wakazara pazasi $2500 patani.
Consumer Fission: Iyo 'Green Revolution' yeBeer Can
Tariff pressure iri kutyaira tekinoroji shanduko muindasitiri. Constellation brand inodyidzana neBall Corporation kugadzira zvigaba zvearuminiyamu zvisingaremi, zvichideredza kushandiswa kwealuminium pagaba kubva pa13.6 gramu kusvika pa9.8 gramu uye kuchengetedza $0.35 pabhokisi. Kana iyi nzira ye "kuderedza" yakakurumbira, inogona kuderedza kushandiswa kwepagore kwealuminium kushandiswa kwebhizimisi redoro reUnited States nematani 120000, zvakaenzana nekuderedza uwandu hwezvikepe zvinotakura zvinhu makumi matatu. Asi kuvandudzwa kwezvakatipoteredza kunoda kubatana kweindastiri yese - huwandu hwekudzokorodza kwealuminium muUnited States hwakakwira kubva pa50% muna 2019 kusvika pa68% muna 2025, asi huwandu hwekugadzira aluminium yakadzokororwa huchiri kusara kumashure kwekukura kwekudiwa, zvichikonzera mitengo yakakwira yealuminiyamu yekutanga.
Geopolitical Mirror: Iyo "De Sinicization" Dilemma yeNorth America Aluminium Indasitiri
Zvisinei nekuedza kweUnited States kugadzirisazve cheni yearuminiyamu kuburikidza nemitero, China inoramba iri mugadziri mukuru wepasi rose wealuminum yakadzokororwa (inoverengera makumi matatu neshanu muzana kusvika 2025). Makambani ekuCanada aruminiyamu atanga kuunza kunze kwearuminiyamu ingots kubva kuChina uye kuagadzira kuita zvigadzirwa zvepamusoro-soro zvekutengesa kunze kwenyika kudzivirira mutero. Iyi "roundabout strategy" yakakonzera kuwedzera kwe45% gore-pa-gore mukutengesa kunze kwenyika kwealuminium yakadzokororwa kubva kuChina kuenda kuUnited States. Zvinonyanya kukosha ndezvekuti European Aluminium Association yakamhan'arira kuWTO, ichipomera US tariffs yekutyora zvibvumirano zvekutengeserana pachena. Kana mutongo ukatsigirwa, unogona kukonzeresa kuvhunduka kwechipiri muindasitiri yealuminium yepasi rose.
Hondo yakavanzika pamusoro pesimba remitengo yezviwanikwa iri kuwedzera pakati pemigodhi yemhangura muAndes nemaaruminiyamu anonyungudutsa kuNorth America. Kana tariff ikava chombo chakajairika mumitambo yekutengeserana, makambani anogona chete kuwana chiyero pakati pemitengo yekuteedzera uye hunyanzvi hwetekinoroji kuitira kuti vabate nzvimbo yavo mukutsemuka kwepasirese kwekutengesa.
Nguva yekutumira: Jul-08-2025