Goldman ya taru kan hasashen aluminum a kan mafi girman bukatar Sinanci da Turai

Goldman Sachs foy Inc. ya ɗaga hasashen farashinsa don aluminium, yana nuna ƙarin buƙatu a Turai da China na iya haifar da wadatar da karancin.

M karfe tabbas zai kusan $ 3,125 A wannan shekarar a London, wadanda masu sharhi ciki ciki har da Nicholas Snowddon da aditila suka ce a cikin bayanin kula ga abokan ciniki. Wannan ya tashi daga farashin $ 2,595 kuma yana kwatantawa da hasashen banki na $ 2,563.

Goldman ya ga ƙarfe, wanda aka yi amfani da shi don yin komai daga gwangwani don tauraron giya zuwa sassan sassan, hawa zuwa $ 3,750 a ton a watanni 12 masu zuwa.

"Tare da abubuwan da ake bayyana a bayyane na gaba daya 1.4 miliyan tara, saukar da tan 900,000 daga shekara guda da suka wuce kuma yanzu shine mafi ƙasƙanci ba da sauri ba tun 2002, in ji masu sharhi. "Kulawa da mafi yawan macro yanayin, tare da fadada-dolar hayanads da kuma jinkirin yin yawo, muna tsammanin farashin miji don gina ci gaba zuwa bazara."

Goldman yana ganin kayan aiki da ƙarfi a cikin 2023 kamar yadda karancin cizo
Aluminum ya isa babban hawan rikodin ba da daɗewa ba bayan mamayewa na Rasha na Ukraine a watan Fabrair. Tun lokacin da ake ci gaba da matsalar samar da makamashi ta Turai da kuma rage tattalin arzikin duniya ya jagoranci masu smbelters da dama.

Kamar Bankunan Wall Street, Goldman mai yawa ne kan kayayyaki a duk faɗin, yin muhawara cewa rashin saka hannun jari a shekarun nan ya haifar da ƙarancin isar da buffers. Yana ganin bangon kadara yana samarwa fiye da 40% a wannan shekara a matsayin Kudin China da tattalin arzikin duniya ya karba a karo na biyu na shekara.