E ho'ēmi i nā paʻa e 10%! Hiki iā Glencore ke hoʻolilo i ka Century Aluminium a me ka 50% alumini tariff ma ʻAmelika Hui Pū ʻIa i lilo i "ʻōlelo huna"?

Ma ka lā 18 o Nowemapa, ua hoʻopau ʻo Glencore i ka hōʻemi ʻana i kāna kuleana ma Century Aluminum, ka mea hana alumini nui loa ma ʻAmelika Hui Pū ʻIa, mai 43% a 33%. ʻO kēia ho'ēmiʻana i nā paʻa e like me ka puka makani o ka waiwai nui a me ka piʻi ʻana o ke kumukūʻai no nā mea hoʻoheheʻe alumini kūloko ma hope o ka piʻi ʻana o nā kumukūʻai hoʻokomo aluminika US, e ʻae ana iā Glencore e hoʻokō i nā miliona o nā kālā i ka hoʻihoʻi kālā.

ʻO ke kumu kumu o kēia hoʻololi kaulike ʻo ia ka hoʻoponopono ʻana i nā kulekele tariff US. Ma ka lā 4 o Iune o kēia makahiki, ua hoʻolaha ka hoʻokele Trump ma ʻAmelika Hui Pū ʻIa e pāpālua ia i nā kumukūʻai hoʻokomo alumini i 50%, me ka manaʻo o ka manaʻo e paipai i ka hoʻopukapuka ʻoihana alumini kūloko a me ka hana ʻana e hōʻemi i ka hilinaʻi ʻana i ka alumini i lawe ʻia mai. I ka manawa i hoʻokō ʻia ai kēia kulekele, ua hoʻololi koke ia i ke ʻano hoʻolako a me ke koi o ka USmakeke alumini- ua hoʻonui nui ʻia ke kumukūʻai o ka alumini i lawe ʻia ma muli o nā kumukūʻai, a ua loaʻa i nā mea hoʻoheheʻe alumini kūloko i ka māhele mākeke ma o nā uku kumukūʻai, e pōmaikaʻi pololei ana ʻo Century Aluminium ma ke ʻano he alakaʻi ʻoihana.

Ma ke ʻano he mea kuleana nui loa o Century Aluminum, loaʻa iā Glencore kahi kaulahao ʻenehana hohonu me ka hui. Hōʻike ka ʻike lehulehu ʻaʻole paʻa wale ʻo Glencore i ke kaulike ma Century Aluminum, akā ke pāʻani pū nei i kahi ʻāpana kī ʻelua: ma ka ʻaoʻao hoʻokahi, hoʻolako ia i ka alumina kumu kumu no ka Century Aluminum e hōʻoia i kona kūpaʻa hana; Ma ka ʻaoʻao ʻē aʻe, ʻo ia ke kuleana no ka underwriting kokoke i nā huahana alumini a pau o Century Aluminum ma ʻAmelika ʻAmelika a hāʻawi iā lākou i nā mea kūʻai aku home ma ʻAmelika Hui Pū ʻIa. ʻO kēia kumu hoʻohālike lua o ka "equity+industry chain" e hiki ai iā Glencore ke hopu pololei i nā loli o ka hana hana a me nā loli loiloi o Century Aluminum.

He hopena hoʻonui koʻikoʻi ka uku hoʻokaʻawale i ka hana o Century Aluminum. Hōʻike ka ʻikepili i hiki i ka Century Aluminum ka hana alumini mua i 690000 tons i 2024, ka pae mua ma waena o nā hui hana alumini mua ma United States. Wahi a Trade Data Monitor, ʻo ka US alumini import volume no 2024 he 3.94 miliona tons, e hōʻike ana e paʻa mau ana ka alumini i lawe ʻia i kahi mākeke koʻikoʻi ma US. Ma hope o ka piʻi ʻana o ka tariff, pono nā mea hana alumini i lawe ʻia e hoʻokomo i ka 50% o ke kumukūʻai kumukūʻai i kā lākou mau ʻōlelo, e hopena i ka emi ʻana o kā lākou kumukūʻai hoʻokūkū. Hōʻike ʻia ke kumukūʻai mākeke o ka mana hana kūloko, e hoʻolaha pololei ana i ka ulu ʻana o ka waiwai a me ka piʻi ʻana o ke kumukūʻai kumukūʻai o Century Aluminum, e hana ana i nā kūlana kūpono no ka hōʻemi kālā o Glencore.

ʻOiai ua hoʻemi ʻo Glencore i kāna kuleana ma ka 10%, ke hoʻomau nei ʻo ia i kona kūlana ma ke ʻano he mea kuleana nui loa o Century Aluminum me ka 33% stake, a ʻaʻole i hoʻololi ʻia kāna hui ʻoihana ʻoihana me Century Aluminum. Ua hōʻike ka poʻe loiloi mākeke i kēia hōʻemi ʻana i nā paʻa ʻana he hana i hana ʻia no Glencore e hoʻonui i ka hoʻokaʻawale waiwai. Ma hope o ka loaʻa ʻana o nā pōmaikaʻi o ka hoʻokaʻawale ʻana i nā kulekele tariff, e kaʻana mau ia i nā ʻāpana wā lōʻihi o ka hoʻomohala ʻana o ka ʻoihana alumini home ma ʻAmelika Hui Pū ʻIa ma o kāna kūlana hoʻomalu.