Sekureva kwenhau dzeWall Street musi waNovember 11, 2022, London Metal Exchange (LME), iyo aluminium yakakura kwazvo uye mhangura yekutengesa, yakazivisa kuti mushure mekuongorora mhinduro yeindasitiri yesimbi, yakagumisa kuti vazhinji vatori vechikamu pamusika vachiri kuronga kuenderera mberi. kutenga simbi dzeRussia muna 2023. Nokudaro, LME yakasarudza kusarambidza kuendeswa kwesimbi dzeRussia, uye hazvikurudzirwi kuisa chikumbaridzo cheRussia inventory. Chiziviso chakati:

LME haisati yafunga kurambidza mawaranti esimbi itsva yeRussia, uye haina kumisa chikumbaridzo kana muganho pahuwandu hweRussia inventory inotenderwa neLME warehouse. Inotenda kuti LME haifanire kutora kana kuisa chero mutongo wehunhu pamusika. “

Panguva imwecheteyo, LME yakataura muchiziviso chayo kuti icharamba ichitarisa kuyerera kwesimbi yeRussia mudura, uye nekupa mishumo yenguva dzose kubva muna Ndira 2023, ichitaura nezvehuwandu hwesimbi yeRussia mumatura eLME.

Kusvika parizvino, American aruminiyamu mugadziri Alcoa anga achidana LME kuti isasanganise simbi dzeRussia kubva mukutengesa nekuchengetedza. Rusal akataura kuti kana LME ikadaro, inogona kumhan'ara LME.

Muna Chikumi gore rino, LME yakamhan'arirwa nemasangano mazhinji nekumisa uye kuvharisa kutengeserana muchiitiko chekare che "Dhimoni Nickel", uye yakakwezva kutarisa kwevatongi veBritish. Kana RUSAL ikamhan'arirwa zvakare panguva ino, iyi 145 gore rekutsinhana inogona kuwira mudutu rekutonga uye njodzi yechikwereti.

Ewa Manhey, simbi strategist we ING, akati muna Gumiguru kuti kana paine kurambidzwa kwakadaro, kuyerera kwekutengeserana kwepasirese kwaizotarisana nenjodzi yekukanganiswa kwemakore akati wandei.

Achinzwa kuti mutauriri weLME Alcoa akati akaodzwa mwoyo zvikuru nesarudzo yeLME, akati:

Tichiri kutenda kuti simbi dzekutanga dzekuRussia dzisingadiwe dzinogona kuyerera dzichipinda muLME warehouse system, zvichityisidzira kuvimbika kwechibvumirano chealuminium cheLME. “

Maererano nekuongorora kwekare kwemusika, LME yakafunga kutora kurambidzwa, iyo inonyanya kukonzerwa nekunetseka kuti kukundikana kutora kurambidzwa kunokonzera kuparadzwa kwemitengo yesimbi: kana vatengi vakawanda vakaramba kutenga simbi dzeRussia, nhamba huru yesimbi yeRussia. ichayerera ichipinda muLME, iyo inogona kukwevera pasi mitengo yesimbi yeLME uye kuita kuti irasikirwe nebasa rayo mumitengo yepasi rose.

LME yakabvuma kuti pasina kurambidzwa, simbi zhinji dzeRussia dzaizopedzisira dzaendeswa kunzvimbo dzakatenderwa dzeLME, asi yakataura kuti pakanga pasina humbowo hwekuti izvi zvaizokonzera nyonganiso.

Vamwe vaongorori vanotenda kuti LME yakaoma kuratidza kuti zvine musoro kurambidza simbi dzeRussia hurumende isati yatora matanho mushure mekunge yatarisana nemhosva dzakawanda, asi ikozvino LME yakatsanangura kuti yakaita sarudzo yayo mushure mekuongorora mhinduro yemusika, saka kana musika uripo. kuwedzera mhirizhonga, inogona kuzvidzivirira nyore nyore.

Pamusoro pezvo, vezvenhau vataura nevanoda kuziva nezvenyaya iyi vachiti kambani yeGlencore, iyo inotengesa zvinhu zvikuru pasi rose, ichatenga aluminium kubva kuRUSAL gore rinouya. Vemukati vakati RUSAL yakatengesa 76% yearuminiyamu yayo yekutanga uye yakakosha-yakawedzerwa zvigadzirwa gore rinouya.