London Hlau Sib Pauv (LME)tus nqi txhuas tau nce siab heevmus rau lawv qhov siab tshaj plaws hauv yuav luag plaub xyoos, ua rau muaj kev txhawj xeeb ntxiv rau cov lag luam tsim khoom thoob ntiaj teb vim tias kev tsis ruaj khov ntawm geopolitical ua rau nws tuav cov chaw tsim khoom tseem ceeb.
LME txhuas tau nce mus txog 2.6%, mus txog qhov siab tshaj plaws ntawm $ 3,546.50 ib metric tonne. Qhov no yog qhov tseem ceeb tshaj plaws txij li lub Peb Hlis 2022, dhau qhov siab tshaj plaws uas tau sau tseg ua ntej lub lim tiam. Qhov kev nce siab tsis tu ncua yog vim muaj kev ua tub rog nce ntxiv hauv Middle East. Ib cheeb tsam uas pab txog li 9% ntawm lub ntiaj teb cov txhuas tsim tawm uas tam sim no cuam tshuam rau kev tsim khoom thiab kev xa khoom.
Kev Cuam Tshuam ntawm Qhov Chaw
Raws li cov peev txheej ua lag luam,kev ua haujlwm ntawm lub chaw smelter loj hauv Qataritwb raug txo qis lawm. Ntxiv mus, kev kaw ntawm Strait of Hormuz, qhov chaw tseem ceeb rau lub zog thiab cov khoom siv raw, ua rau muaj kev hem thawj rau lwm lub chaw smelting hauv cheeb tsam. Cov chaw tsim khoom tab tom ntsib teeb meem loj hauv kev xa tawm hlau thiab kev xa cov khoom siv tseem ceeb xws li alumina thiab roj av coke, yuam kom lawv soj ntsuam kev ua haujlwm nyob rau hauv cov xwm txheej kev tawm tsam.
Cov Kev Kwv Yees Bullish Tawm Los
Txhawm rau teb rau qhov kev poob siab ntawm kev muab khoom, Fitch Solutions 'BMI pawg tshawb fawb tau tshaj tawm qhov kev kwv yees ua ntej, hais tias cov khoom lag luam tseem muaj "chaw zoo dua." Lub tuam txhab kwv yees lub hom phiaj luv luv ntawm $ 3,700 ib tuj.
BMI qhia tias qhov kev nce siab ntawm cov nqi them txhua hli thoob plaws Tebchaws Meskas thiab Tebchaws Europe tsis ntev los no yog cov cim qhia txog kev ua lag luam dav dua: "kev txhawj xeeb ntawm cov neeg yuav khoom sab hnub poob." Nrog rau kev faib cov saw hlau, cov neeg siv khoom tab tom sib zog nrhiav cov khoom siv, ntshai tias kev cuam tshuam tam sim no tsuas yog qhov ua ntej rau kev tsis txaus ntev.
Lub koom haum xav tias qhov kev lag luam txhuas thoob ntiaj teb yuav nthuav dav mus txog 1.06 lab tonnes xyoo no, uas yog vim muaj kev txwv tsis pub muab khoom los ntawm Middle East thiab kev thov khoom ntau ntxiv hauv kev lag luam downstream.
Kev Cuam Tshuam rau Kev Tsim Khoom thiab Kev Yuav Khoom
Rau cov neeg faib khoom thiab cov chaw tsim khoom tshwj xeeb hauv cov khoom lag luam downstream uas suav nrogtxhuas ntawv, phaj, bar, raj,thiab kev ua haujlwm CNC precision. Qhov kev hloov pauv tam sim no qhia txog qhov xav tau ceev ceev los rov ntsuam xyuas cov tswv yim yuav khoom. Thaum LME ua haujlwm ua tus qauv thoob ntiaj teb, cov nqi them ua lag luam hauv zos tab tom nqus feem ntau ntawm kev ntxhov siab ntawm thaj chaw muab khoom.
Thaum tsov rog tseem muaj thiab qhov kev pheej hmoo ntawm kev kaw ntxiv looms, lub hauv paus nqi rau semi tiav thiab machined txhuas Cheebtsam yuav tseem siab, pressuring margins rau fabricators uas vam khom rau cov nqi nkag ruaj khov.
Lub sijhawm tshaj tawm: Lub Peb Hlis-18-2026