Q1: lub zog tus nqi sib txuas: kev sib txheeb ntawm cov roj nkev thiab lme quotes
1 MMBTU Natural Gas Gas Roj Nce → $ 25 / Tuj Aluminium Ntau Lawm Sawv Rov Los.
European smreak 'tawg - Txawm: 2,400 / tonat2,400 / tonat30 / mWh tus nqi hluav taws xob.
LME Cov Nqi Polatility: 22% Tshaj Tawm VS . 15}}} rau tooj liab (2018-2023 cov ntaub ntawv).
Tuam Tshoj cov thee -} Powered SMELATED pab txhawb 45% kev thoob ntiaj teb tab sis ntsib cov nyiaj se carbon.
Lub Hedging Nyiaj Txiag: CME Aluminium ntim ntim tau nce 40% hauv 2023.
Q2: Geopolitical Cov Kev Pheej Hmoo: cuam tshuam ntawm cov neeg sawv cev ntawm Lavxias Aluminium cov khoom siv
Cov Khoom Siv Hluav Taws Xob 6% Lub Ntiaj Teb Tseem Ceeb Aluminium (4.3 lab tons hauv 2023).
LME Warehouse cov khoom lag luam: Lavxias hlau sib qhia nce txij 18% rau 80% hauv 2024.
Asmeskas cov se tau: 200% ntawm Lavxias Aluminium cov neeg tuaj yeem tawm txij lub Peb Hlis 2023.
Lwm yam Sourcing: Bahrain Alba nthuav (+540 KPA) offsets European deficits.
Kev cuam tshuam los hauv qab daus: Aerospace Forgings ntsej muag 12-lub hlis ua tau txhuas lub hlis.
Q3: Suav Tshaj Tawm Kev Cai: Cuam Tshuam Rau Neeg Esxias Cov Nyiaj Them Ib Cheeb Tsam thiab Cheeb Tsam Ras
15% SUPPE TANKS RAU TAINT TOANCE SUDRESSES Kev xa khoom ntawm Tuam Tshoj.
Semi - fe cov ntawv xa tawm: 2023 ntawv ci excavars {}}}}} rau 1.6 lab tons.
Vietnam lub chaw ua hauj lwm txawv teb chaws tuaj yeem peb pab peb pab peb tondiC {{0 {0} Cov khoom lag luam.
Cif Nyiv tshua them nqi siab tshaj plaws ntawm $ 150 / tuj thaum Suav fais fab rationing.
Siv Txoj Siv & Kev Nqes Kev Nqes: Chalco's Guinea Bauxite Mine Cov Khoom Siv 50 lab tons / xyoo.
Q4: Siv cov txheej txheem hloov kho qhov tsis sib xws: EU vs. North America Sau Nqi
EU dej haus tuaj yeem rov ua dua tus nqi: 76% (Lub Tebchaws Yelemees 99%, Tim Nkij teb chaws 33%).
Tus nqi US: 45% Vim ib leeg - Cov kwj sau cov khoom paug.
Nws pib Shredder Residue: 5kg aluminium ploj ib kawg {{1} {{2} lub neej.
Tshiab Eci {{{- Guided Robots Rov Qab 98% Aluminium los ntawm ASR ntawm $ 150 / Tuj nqi.
Cov tsav tsheb tsim tsa: EU ntim cov lus qhia hom 90% ua dua tshiab los ntawm 2030.
Q5: Kev Lag Luam Flow Reconfiguration: Feem ntawm Asmeskas Tshooj 232 TARIFFS
10% sear ntawm txhuas cov neeg tuaj yeem txij li Lub Peb Hlis 2018 zam Canada / Mexico.
Asmeskas thawj kev ua haujlwm ua haujlwm: 1.1 lab tons hauv 2023 vs . 740 kt hauv 2017.
Transshipment ntawm Mexico tsub zuj zuj 300% rau Suav extrusions.
NTU 301 Lub Hom Phiaj Lub Tebchaws Nyab Laj Cov Khoom Kev Ua Kom Pom Kev Coilste.
USMCA cov kev cai ntawm keeb kwm yuav tsum muaj 70% cov ntsiab lus Asmeskas rau lub luag haujlwm - dawb nkag.
