Kampani yayikulu yazakumwa zoledzeretsa yaku America ya Constellation Brands idaulula pa Julayi 5 kuti mitengo ya 50% ya olamulira a Trump pa aluminiyamu yochokera kunja ipangitsa kuti ndalama ziwonjezeke pafupifupi $20 miliyoni pachaka chandalama, kukakamiza North America.mafakitale a aluminiyamuunyolo kutsogolo kwa masewera. Ngakhale zakumwa zoledzeretsa za ku Mexico zimakondabe misonkho, mowa wopakidwa m'zitini za aluminiyamu umayenera kulipidwa misonkho yatsopano, zomwe zimakhudza mwachindunji phindu lamakampani. Nkhondo yomwe ikuwoneka ngati yamtengo wapatali yolunjika kumakampani a aluminiyamu ikuwonetsa kusamvana komwe kulipo pakati pa mabungwe amitundu yosiyanasiyana ndi opanga mfundo pakusintha kwazinthu zapadziko lonse lapansi.
Kutumiza mtengo: 'bilu yamisonkho yosaoneka' m'zitini zamowa
Pansi pa mtundu wa Constellation, mitundu ya mowa monga Corona ndi Modro imadalira kwathunthu zitini za aluminiyamu zochokera kunja kuchokera ku Mexico, ndipo ndondomeko yatsopano ya msonkho yawonjezera mtengo wawo wa aluminiyumu pafupifupi $1200 pa tani. Ngakhale CFO Gals Hankinson akugogomezera "zovuta pakusamutsa ndalama zonse," msika wayankha: mtengo wake watsika ndi 31% mchaka chonse, ndipo mtengo wake wamsika watsika ndi $ 13 biliyoni. N'zochititsa chidwi kuti Canadian Aluminiyamu Association waulula kuti kwenikweni mlingo kukhazikitsa tariffs pa zotayidwa ku Canada ndi United States ndi 65% yokha ya ndalama analengeza, kutanthauza kuti makampani akhoza kupewa ndalama zina kudzera malonda yopita, koma ntchito imvi akukumana ndi chiopsezo kubwereza miyambo.
Kukonzanso kwa Supply Chain: Njira ya ku Canada Aluminium's' Hedging Strategy '
Pofuna kuthana ndi zovuta zamitengo, makampani a aluminiyamu aku Canada akufulumizitsa kukweza mphamvu. Alumina Alouette adayika $ 1.1 biliyoni kuti akulitse smelter yake ya Quebec, yomwe ikuyembekezeka kupanga matani 650000 pofika 2026, kuwonjezeka kwa 40% kuchokera pamlingo wapano. Izi sizongokwaniritsa zofuna za United States, komanso cholinga cholanda msika wa ku Ulaya - EU itapereka ndalama zowonjezera pa aluminiyamu yochokera kunja chifukwa cha mitengo ya carbon, mpikisano wa aluminiyumu wa ku Canada m'munda wopangira magalimoto wawonjezeka kwambiri. Jean Simard, CEO wa Canadian Aluminium Association, adawulula kuti ngati mitengo ya US ikupitilira mpaka 2026, boma litha kuyambitsa "Industry Stabilization Fund" kuti achepetse kukakamizidwa kwa mabizinesi kudzera mu ngongole zamisonkho kapena ngongole zachiwongola dzanja chochepa.
Nkhondo Yamakampani: Kulimbana pakati pa mphamvu zamitengo ndi masewera a mfundo
Lipoti lazachuma la Alcoa likuwonetsa kuti mu Q1 2025, idataya $ 20 miliyoni chifukwa chamitengo, ndipo kutayika komwe kukuyembekezeka ku Q2 kukuyembekezeka kukula mpaka $ 90 miliyoni. Komabe, mtengo wake wamtengo wapatali udakwera ndi 12% motsutsana ndi zomwe zikuchitika, zomwe zikuwonetsa kuyembekezera kwa msika pamitengo yayitali. Kutsutsana uku kumachokera ku zolakwika zamapangidwe am'nyumba zosungunula ku United States: ngakhale mitengo yamitengo ikufuna kutsitsimutsa mafakitale am'deralo, mphamvu yosungunula aluminiyamu ku United States ndi matani 670000 okha (ochepera 1/4 ya China), ndikuyambiranso mphamvu zopanda ntchito kumafuna kuti ndalama zochulukirapo 6 miliyoni zisinthe. Panthawi imodzimodziyo, Alcoa North America, kampani ya ku Mexico, yakhala wopambana wobisika pansi pa tariffs ndi vertically kaphatikizidwe "bauxite alumina electrolytic aluminiyamu" kulamulira mtengo wonse pansi $2500 pa tani.
Consumer Fission: The 'Green Revolution' ya Beer Can
Kupanikizika kwamitengo kukuyendetsa kusintha kwaukadaulo m'makampani. Mtundu wa Constellation umagwirizana ndi Ball Corporation kupanga zitini zopepuka za aluminiyamu, kuchepetsa kugwiritsidwa ntchito kwa aluminiyamu pachitini chilichonse kuchoka pa magalamu 13.6 kufika pa magalamu 9.8 ndikupulumutsa $0.35 pabokosi lililonse. Ngati njira "yochepetsera"yi ikudziwika, ikhoza kuchepetsa kumwa kwa aluminiyumu pachaka kwa makampani a mowa ku US ndi matani 120000, zomwe zimafanana ndi kuchepetsa kuchuluka kwa zombo zonyamula katundu 30. Koma kukonza zachilengedwe kumafuna mgwirizano wamakampani onse - kuchuluka kwa aluminiyumu yobwezeretsanso ku United States kwakwera kuchoka pa 50% mu 2019 mpaka 68% mu 2025, koma mphamvu yopangira aluminiyamu yobwezerezedwanso ikutsalirabe pakukula kwa kufunikira, zomwe zimapangitsa mitengo yokwera ya aluminiyamu yoyambira.
Geopolitical Mirror: The "De Sinicization" Dilemma ya North America Aluminium Viwanda
Ngakhale dziko la United States likuyesera kukonzanso zitsulo zopangira aluminiyamu kudzera mumitengo, China idakali padziko lonse lapansi yopanga aluminiyamu yobwezeretsanso (yowerengera 35% pofika 2025). Makampani a aluminiyamu aku Canada ayamba kuitanitsa ma ingots a aluminiyamu obwezerezedwanso kuchokera ku China ndikuwapanga kukhala zinthu zapamwamba kwambiri kuti atumize kunja kuti apewe mitengo. "Njira yozungulira" iyi yapangitsa kuti chaka ndi chaka chiwonjezeko cha 45% pazogulitsa zenizeni za aluminiyamu yokonzedwanso kuchokera ku China kupita ku United States. Chochititsa chidwi kwambiri ndi chakuti bungwe la European Aluminium Association lapereka mlandu ku WTO, kutsutsa msonkho wa US kuphwanya mapangano a malonda aulere. Ngati chigamulocho chitatsatiridwa, chikhoza kuyambitsa kugwedezeka kwachiwiri pamakampani a aluminiyamu padziko lonse lapansi.
Nkhondo yobisika yolimbana ndi mphamvu zamitengo ikukula pakati pa migodi yamkuwa ku Andes ndi zosungunula zotayira ku North America. Misonkho ikakhala chida chanthawi zonse pamasewera amalonda, makampani amatha kupeza malire pakati pa mtengo wotsatira ndi luso laukadaulo kuti athe kukhazikika pazachuma padziko lonse lapansi.
Nthawi yotumiza: Jul-08-2025