United States e phatlalalitse ho kenya lekhetho la 25%! E tla ba le tšusumetso efe ho thepa ea tšepe le aluminium e romelloang kantle ho naha ea Chaena?

Ka la 10 Hlakola, Mopresidente oa mehleng oa Amerika, Donald Trump, o ile a saena taelo ea tsamaiso e phatlalatsang ho kenngoa ha lekhetho la 25% holim'a tšepe le aluminium tsohle tse kenang United States. Trump o itse letsatsing lona leo hore ho ke ke ha e-ba le "mekhelo kapa mekhelo" bakeng sa litlhoko tse amehang.Lihokelo tsa Terminal Block, Sehokelo sa Frc le Lipontšo tsa khutlonnetsepa e ka sebetsa.

Nakong ea nako ea hae ea pele, Trump o ile a beha lekhetho la 25% holim'a tšepe e romelloang United States le lekhetho la 10% holim'a aluminium e romelloang United States. Hamorao, balekane ba khoebo ba kang Canada, Mexico, European Union le United Kingdom ba ile ba fuoa likarolo tse se nang lekhetho.

Batho ba ka hare ho indasteri ba itse lekhetlong lena United States ka kakaretso e phahamisitse litefiso tsa lihlahisoa tse tsoang linaheng tse fapaneng, 'me ha e reretsoe naha e le' ngoe ka kotloloho. Ho ka etsahala hore ebe e sebelisa litefiso tsa lekhetho ho matlafatsa liindasteri tsa eona tsa lehae. Joale, see se tla ba le tšusumetso e kae ho romelleng tšepe le aluminium kantle ho naha ea Chaena ho ea United States?

Ho romelwa kantle ho naha ha dihlahiswa tsa aluminium ka kotloloho ho etsa karolo e nyane haholo, mme ho phahamisa ditefiso ho ka eketsa moroalo ho bareki ba Amerika.

Mabapi le keketseho ea litefiso tsa lihlahisoa tsa aluminium ke United States, Wen Xianjun, eo e kileng ea e-ba motlatsi oa mopresidente oa Mokhatlo oa Indasteri ea Litšepe tse sa Feleng oa China le mopresidente ea hlomphehang oa Mokhatlo oa Indasteri ea Aluminium oa Shandong, o itse: "Lintho tse romelloang kantle ho naha tsa China tsa lihlahisoa tsa aluminium ho ea United States hona joale li se li ntse li e-na le sekhahla se phahameng haholo sa lekhetho ka lebaka la 'mesebetsi ea ho thibela ho lahla le ho lahla thepa', 'me thepa e romelloang kantle ho naha ea lihlahisoa tsa aluminium ho ea United States e nyane haholo. Lintho tse ka sehloohong tse amehileng ke lihlahisoa tsa aluminium. United States e lefisa makhetho ho ba rekang kantle ho naha, 'me moroalo ona oa lekhetho o lokela ho jaroa haholo ke bareki ba Amerika."

Ho ya ka pono ya sebopeho sa thepa e romelwang kantle ho naha sa China, palo ya selemo le selemo ya dihlahiswa tsa aluminium tse romelwang kantle ho naha tsa China ke ditone tse ka bang dimilione tse 5 ho isa ho tse 6, e leng 12.85% ya tlhahiso. Ka 2023, Mexico e ne e le sebaka se seholo ka ho fetisisa sa ho romela kantle ho naha dihlahiswa tsa aluminium tsa China, e leng 9.6% ya palo yohle ya dihlahiswa tsa aluminium tse romelwang kantle ho naha. United States le Canada di ne di le 4.6% le 3.8% ka ho latellana, mme dihlahiswa tsa aluminium tse romelwang kantle ho naha ho ya Amerika Leboya di ne di le 18% ya palo yohle ya dihlahiswa tsa aluminium tsa China tse romelwang kantle ho naha.

Wen Xianjun o lumela hore nts'etsopele ea indasteri ea aluminium ea Chaena e lokela ho tsoela pele ho tsepamisa maikutlo ho holiseng limmaraka tse ncha tsa bareki ho khanna ho romelloa ha lihlahisoa tsa aluminium tsa Chaena kantle ho naha. Tšebeliso ea aluminium Chaena e sebelisoa haholo-holo malapeng, 'me leano la litefiso la United States ha le na tšusumetso e kholo 'marakeng oa aluminium malapeng.

Mabapi le sebopeho sa thepa e kenang United States, ho ya ka data ya UNComtrade, ka 2023, United States e ile ya kenya ditone tse dimilione tse 1.6482 tsa dihlahiswa tsa aluminium, tseo hara tsona e ileng ya kenya ditone tse 420,000, ditone tse 200,000 le ditone tse 60,000 ho tswa Canada, China le Mexico ka ho latellana, tse etsang kakaretso ya 41.7%. Mehlodi ya thepa e kenang ya aluminium United States e batla e le ngata. Thepa e kenang e tswang dinaheng tse hlano tse hodimo tse rekang, e leng China, Mexico, Canada, India le Colombia, e etsa 75%, mme thepa e tswang Chaena e etsa 36%.

Ka Hlakubele 2018, United States e ile ea beha lekhetho le eketsehileng la 10% lihlahisoa tsa aluminium tse romelloang kantle ho naha ho latela liphetho tsa lipatlisiso, tse ileng tsa qala ho sebetsa ka la 23 Hlakubele. Ke Canada le Mexico feela tse ileng tsa lokolloa. Qetellong ea Loetse 2024, United States e ile ea eketsa lekhetho le eketsehileng lihlahisoa tse ling tsa aluminium tsa Chaena ho ea ho 25% 'me ea boela ea beha lekhetho la 25% ho bauxite e romelloang kantle ho naha ho tsoa Chaena. Lihlahisoa tseo litefiso tsa tsona li ileng tsa nyoloha ho tloha ho 7.5% ho isa ho 25% li tsamaellana le hoo e ka bang lihlahisoa tsohle tsa aluminium tlas'a lintho tse 604-7609.

Ka nako eo, ka lebaka la litefiso tse behiloeng ke United States lihlahisoa tsa aluminium tsa Chaena, thepa ea Chaena e romelloang kantle ho naha ea lihlahisoa tsa aluminium ho ea United States e ile ea fokotseha ka halofo. Leha ho le joalo, palo eohle ea lihlahisoa tsa aluminium tse romelloang kantle ho naha United States e ile ea lula e le lithane tse ka bang limilione tse 2, haholo-holo hobane thepa ea aluminium e tsoang linaheng tse ling e ile ea etsa hore karolo ea thepa e romelloang kantle ho naha e fokotsoe ho tsoa Chaena ho ea United States. 'Me thepa ea Chaena e ka kena United States ka khoebo ea ho romela kantle ho naha Mexico le Canada.

Li Kui, mofuputsi oa tšepe e se nang ferro ho HuaRong Rongda Futures, o itse: "Ka nako e khuts'oane, keketseho e felletseng ea Trump ea litefiso tsa ho reka aluminium tse tsoang linaheng tsohle e tla boela e ame ka tsela e sa tobang thepa ea Chaena e romelloang kantle ho naha le khoebo ea ho romela hape linaheng tse kang Mexico le Canada. Leha ho le joalo, ha ho nahanoa hore historing, lihlahisoa tsa aluminium tsa Chaena li 'nile tsa tobana le lipatlisiso tsa ho thibela ho lahla lithōle tse qaliloeng ke linaha tse ngata, 'me litefiso tse tsamaellanang tsa lekhetho la ho thibela ho lahla lithōle li tloha ho hoo e ka bang 10% ho isa ho 75%. Li angoa ke mesebetsi ea ho thibela ho lahla lithōle, ho romelloa ha lihlahisoa tsa aluminium kantle ho naha ho se ho fokotsehile ka hoo e ka bang 30% ho isa ho 60%. Ka hona, tlas'a lekhetho la 25%, ho fetoha ha litheko tsa aluminium ha hoa ka ha eketsoa haholo. Empa nakong e mahareng le e telele, e tla ba le tšusumetso e itseng e mpe khoebong ea ho romela aluminium kantle ho naha ea Chaena."