Ihererekanyabubasha:“Umutego mugufi” wa LME na “premium bubble” ya COMEX ububiko bwa LME bwaragabanutse bugera kuri toni 138.000, bikagabanuka kuva mu ntangiriro z'umwaka. Ku isura, ibi nibimenyetso byerekana ibyuma bitangwa neza. Ariko inyuma yamakuru, harabaye transatlantike "inventure yimuka" iraba: ububiko bwumuringa COMEX bwazamutseho 90% mumezi abiri, mugihe ububiko bwa LME bwakomeje gusohoka. Ibi bidasanzwe byerekana ikintu cyingenzi - isoko irema ibihimbano mukarere. Abacuruzi bimuye umuringa mu bubiko bwa LME muri Amerika kubera imyifatire ikaze y’ubuyobozi bwa Trump ku bicuruzwa by’icyuma. Kugeza ubu premium yumuringa wa COMEX kumuringa wa LME ni hejuru ya $ 1,321 kuri toni. Iri tandukaniro rikabije ry’ibiciro ni umusaruro wa “kamarampaka y’amahoro”: abakekeranya bavuga ko Amerika ishobora gushyiraho imisoro ku bicuruzwa bitumizwa mu muringa mu gihe kiri imbere, no kohereza ibyuma muri Amerika mbere yo gufunga igihembo. Iki gikorwa kirasa neza n’ibyabaye kuri “Tsingshan Nickel” mu 2021. Muri icyo gihe, ububiko bwa nikel ya LME ahanini bwaranditswe kandi bwoherezwa mu bubiko bwa Aziya, bituma habaho ihungabana rito. Uyu munsi, igipimo cya LME cyahagaritswe kwinjiza ububiko buracyari hejuru ya 43%, bivuze ko umuringa mwinshi utangwa mububiko. Uyu muringa umaze gutembera mububiko bwa COMEX, icyo bita "ikibazo cyo kubura" kizahita gisenyuka.
Ubwoba bwa politiki: Nigute "inkoni yimisoro" ya Trump igoreka isoko?
Icyifuzo cya Trump cyo kuzamura ibiciro bya aluminium nicyuma kugera kuri 50% byahindutse fuse yateje ubwoba kubiciro byumuringa. Nubwo umuringa utarashyirwa kurutonde rwibiciro, isoko ryatangiye "kwitoza" ibintu bibi cyane. Iyi myitwarire yo kugura ubwoba yatumye politiki ihinduka ubuhanuzi. Kwivuguruza kwimbitse ni uko Amerika idashobora kwishyura ikiguzi cyo guhagarika ibicuruzwa bitumizwa mu mahanga. Nk’umwe mu bakoresha umuringa ku isi, Amerika ikenera gutumiza toni miliyoni 3 z'umuringa utunganijwe buri mwaka, mu gihe umusaruro w’imbere mu gihugu ari toni miliyoni imwe gusa. Niba amahoro yashyizweho ku muringa, inganda zo hasi nk'imodoka n'amashanyarazi amaherezo bizishyura. Iyi politiki yo "kwirasa ikirenge" mubyukuri ni ugucuruza imikino ya politiki, ariko isoko isobanurwa ko ari bibi cyane.
Guhagarika amasoko: Guhagarika umusaruro muri Repubulika Iharanira Demokarasi ya Kongo ni "ingurube y'umukara" cyangwa "ingwe y'impapuro"?
Guhagarika by'agateganyo umusaruro ku kirombe cy'umuringa wa Kakula muri Repubulika Iharanira Demokarasi ya Kongo cyakabije gukorerwa n'ibimasa nk'urugero rw'ikibazo cyo gutanga. Icyakora, twakwibutsa ko umusaruro w’ikirombe mu 2023 uzaba ufite 0,6% gusa ku isi yose, kandi Ivanhoe Mines yatangaje ko izakomeza umusaruro muri uku kwezi. Ugereranije nibintu bitunguranye, igikwiye kurushaho kuba maso ni ikibazo cyigihe kirekire cyo gutanga amasoko: urwego rwumuringa kwisi rukomeje kugabanuka, kandi iterambere ryimishinga mishya ni imyaka 7-10. Nuburyo buciriritse nigihe kirekire bushigikira ibiciro byumuringa. Nyamara, isoko iriho yaguye mu buryo budahuye hagati y "ibitekerezo byigihe gito" n "agaciro kigihe kirekire". Amafaranga yibihimbano akoresha imvururu zose zitangwa kugirango atere ubwoba, ariko wirengagize ibintu byingenzi bihinduka-Ubushinwa bwihishe. Nk’uko CRU ibigereranya, agace gahujwe n’Ubushinwa hamwe n’ibarura ry’umuyoboro udasanzwe birashobora kurenga toni miliyoni, kandi iki gice cy '“munsi y’ikirenga” gishobora guhinduka “umutekano w’umutekano” kugira ngo ibiciro bigabanuke igihe icyo ari cyo cyose.
Ibiciro byumuringa: kugendagenda kumurongo hagati yo gukanda bigufi no gusenyuka
Muburyo bwa tekiniki, nyuma yuko ibiciro byumuringa bimaze guca murwego rwingenzi rwo guhangana, abashoramari bagenda nkamafaranga ya CTA bihutiye kwinjira, bituma habaho ibitekerezo byiza byo "kuzamuka-bigufi guhagarara-gukomeza kuzamuka". Ariko, uku kuzamuka gushingiye kubucuruzi bwihuse akenshi birangirira kuri "V-reba ihinduka". Iyo ibiciro byateganijwe byatsinzwe cyangwa umukino wo kwimura ibicuruzwa birangiye, ibiciro byumuringa birashobora gukosorwa bikabije. Ku nganda, ibidukikije biri hejuru cyane bigoreka uburyo bwo kugena ibiciro: kugabanuka kwa LME kugeza muri Werurwe umuringa wagutse, byerekana kugura intege nke; mugihe isoko rya COMEX ryiganjemo amafaranga yibitekerezo, kandi ibiciro bigoretse cyane. Imiterere yisoko ryacitsemo ibice amaherezo izishyurwa n’abaguzi ba nyuma-inganda zose zishingiye ku muringa, kuva ku binyabiziga by’amashanyarazi kugeza ku bigo by’amakuru, bizaba byotswa igitutu.
Incamake: Witondere "icyuma karnivali" udatanze kandi usabe inkunga
Hagati y'ibyishimo by'ibiciro by'umuringa byacitsemo akayabo ka miriyari y'amadorari, dukeneye gutekereza neza: mugihe izamuka ryibiciro ryatandukanijwe nibisabwa nyabyo kandi mugihe imikino yo kubara isimbuye logique yinganda, ubu bwoko "gutera imbere" buteganijwe kuba umunara wubatswe kumusenyi. Igiti cy’ibiciro cya Trump gishobora gushobora gukoresha ibiciro byigihe gito, ariko ikigena mubyukuri iherezo ryibiciro byumuringa biracyari impanuka yinganda zikora inganda ku isi. Muri uno mukino hagati yumurwa mukuru ninzego, ni ngombwa gukomeza gushishoza kuruta kwirukana ibibyimba.
Igihe cyo kohereza: Jun-07-2025