Chepetsani kugulitsa ndi 10%! Kodi Glencore atha kutulutsa Century Aluminium ndi 50% aluminiyamu tariff ku United States kukhala "chinsinsi chochotsa"?

Pa Novembara 18, chimphona chapadziko lonse lapansi Glencore chinamaliza kuchepetsa gawo lake mu Century Aluminium, wopanga wamkulu wamkulu wa aluminiyamu ku United States, kuchoka pa 43% mpaka 33%. Kuchepetsa kwa katunduyu kukugwirizana ndi zenera la phindu lalikulu komanso kukwera kwamitengo kwa osungunula aluminiyamu m'deralo pambuyo pa kuwonjezeka kwa mitengo yamtengo wapatali ya aluminium ku US, kulola Glencore kupeza mamiliyoni a madola pobweza ndalama.

Chiyambi cha kusinthaku ndi kusintha kwa malamulo a tariff aku US. Pa June 4th chaka chino, olamulira a Trump ku United States adalengeza kuti idzachulukitsa mitengo ya aluminiyamu yochokera ku 50%, ndi ndondomeko yomveka bwino yolimbikitsa ndalama zamakampani a aluminiyamu m'deralo ndi kupanga kuchepetsa kudalira zitsulo zotayidwa kunja. Ndondomekoyi itakhazikitsidwa, idasintha nthawi yomweyo njira yoperekera ndi kufunidwa kwa USmsika wa aluminiyamu- mtengo wa aluminiyumu wochokera kunja unakula kwambiri chifukwa cha mitengo yamtengo wapatali, ndipo zosungunula za aluminiyamu zam'deralo zinapeza gawo la msika pogwiritsa ntchito phindu lamtengo wapatali, kupindula mwachindunji Century Aluminium monga mtsogoleri wa makampani.

Monga mwiniwake wamkulu wa Century Aluminium, Glencore ali ndi mgwirizano wamakampani ndi kampaniyo. Zidziwitso zapagulu zikuwonetsa kuti Glencore samangokhala ndi chilungamo mu Century Aluminium, komanso imagwira ntchito ziwiri zazikulu: kumbali imodzi, imapereka aluminiyamu yayikulu ya Century Aluminium kuti iwonetsetse kuti kukhazikika kwake kukhazikika; Kumbali inayi, ili ndi udindo wolemba pafupifupi zinthu zonse zotayidwa za Century Aluminium ku North America ndikuzipereka kwa makasitomala apakhomo ku United States. Mtundu wapawiri wa mgwirizano uwu wa "equity + industry chain" umathandizira Glencore kudziwa molondola kusinthasintha kwa magwiridwe antchito ndi kusintha kwa mtengo wa Century Aluminium.

Mtengo wamtengo wapatali wa Century Aluminium umakhudza kwambiri ntchito ya Century Aluminium. Zomwe zikuwonetsa kuti Century Aluminium yopanga aluminiyamu yayikulu idafika matani 690000 mu 2024, kukhala woyamba pakati pamakampani opanga aluminiyamu ku United States. Malinga ndi Trade Data Monitor, kuchuluka kwa aluminiyumu yaku US ku 2024 ndi matani 3.94 miliyoni, kusonyeza kuti aluminiyumu yotumizidwa kunja akadali ndi gawo lalikulu pamsika ku US. Pambuyo pakuwonjezeka kwa mitengo, opanga ma aluminiyamu ochokera kunja akuyenera kuyikapo 50% ya mtengo wamtengo wapatali m'mawu awo, zomwe zimabweretsa kutsika kwakukulu kwa mpikisano wamitengo. Kuchuluka kwa msika wa mphamvu zopangira komweko kumawonekera, kulimbikitsa mwachindunji kukula kwa phindu ndi kukwera kwa mtengo wamtengo wa Century Aluminium, zomwe zimapangitsa kuti Glencore achepetse phindu.

Ngakhale Glencore idachepetsa mtengo wake ndi 10%, idasungabe udindo wake ngati wogawana wamkulu wa Century Aluminium wokhala ndi gawo la 33%, ndipo mgwirizano wake wamakampani ndi Century Aluminium sunasinthe. Ofufuza zamsika adanenanso kuti kuchepetsedwa kwa katunduyu kungakhale ntchito yapang'onopang'ono ya Glencore kuti akwaniritse bwino kugawa katundu. Pambuyo posangalala ndi phindu la magawo a ndondomeko ya tariff, idzagawanabe zopindula za nthawi yaitali za chitukuko cha mafakitale apanyumba a aluminiyamu ku United States kupyolera mu malo ake olamulira.