Nyob rau hauv Lub Xya hli ntuj 2026, Tuam Tshoj tus thawj txhuas muaj peev xwm tseem nyob rau hauv ib tug siab khiav hauj lwm theem. Thaum kawg ntawm Lub Xya Hli, lub peev xwm tsim tau sawv ntawm 45.17 lab metric tons hauv ib xyoos (mtpa), thaum lub peev xwm ua haujlwm tau mus txog 44.87 lab mtpa, sawv cev rau ib hlis ib hlis nce ntawm 200,000 mtpa. Lub peev xwm tsim tag nrho nyob ruaj khov, thiab kev ua haujlwm muaj peev xwm pom kev loj hlob tsis tu ncua.
Thaum kawg ntawm Lub Xya Hli, tag nrho 264 electrolytic hlwb ntawm 350,000-mtpa ntsuab-power aluminium project ntawm Zhahanaoer (Phase-II ntawm Zha Aluminium) tau muab tso rau hauv kev ua haujlwm tag nrho, ua tiav nws lub peev xwm ntau lawm. Txoj haujlwm txhim kho kev siv hluav taws xob zoo rau ntsuab thiab qis-carbon thawj txhuas ntawm Tianshan Aluminium hauv Xinjiang tau ua tiav lub zog hluav taws xob thiab lub xov tooj ntawm tes, nrog rau cov chav nyob yuav tsum tau ua kom tiav. Thaum ua tiav ntawm kev kho dua tshiab, nws cov peev txheej txhuas txhuas yuav nce mus rau 1.40 lab mtpa. Lub 300,000-mtpa idled peev ntawm Liaoning Xiangyu Aluminium tau rov pib tsim khoom. Qhov no yog qhov rov pib tsim khoom ntawm qhov tseem ceeb yav dhau los kaw hauv tsev thawj cov haujlwm txhuas, uas yuav ua rau muaj txiaj ntsig zoo rau cov khoom lag luam rau xyoo tam sim no. Tom qab hloov kho, Tuam Tshoj lub Xya Hli thawj cov khoom lag luam txhuas yog 3.866 lab metric tons. Lub yim hli ntuj tso zis yog kwv yees ntawm 3.867 lab metric tons, ib xyoos ib zaug nce ntawm 2.7%, nrog rau qhov nruab nrab txhua hnub cov zis ntawm kwv yees li 124,700 metric tons.

Daim duab 1 Txhua Xyoo Thawj Txhuas Tso Tawm ntawm Tuam Tshoj
Source: Antaike
Nyob rau sab nrauv sab nrauv, tom qab lub sijhawm luv luv, US-Iran tensions refled dua nyob rau hauv Lub Xya hli ntuj, nrog nthuav dav geopolitical kev tsis sib haum xeeb thiab elevated shipping txaus ntshai nyob rau hauv lub Strait ntawm Hormuz. Txawm hais tias qee qhov Middle-Eastern aluminium smelters tau pib rov pib ua haujlwm, lub peev xwm nce tau qeeb. Lub peev xwm tshiab thiab rov pib dua tshiab hauv lwm thaj chaw txawv teb chaws raug tso tawm ntawm qhov nruab nrab, tawm hauv lub ntiaj teb thawj cov khoom siv txhuas hauv qhov sib npaug sib npaug.
Thaum Lub Xya Hli 1, Hydro's Slovalco smelter tau txais kev pom zoo nrog tsoomfwv Slovak kom rov pib dua nws qhov 75,000-mtpa thawj lub peev xwm txhuas, nrog rau tag nrho cov khoom xav tau hauv Q4 2026. Lub Xya Hli 2, US-based Magnitude 7 Hlau tau tshaj tawm cov phiaj xwm rov pib dua nws thawj aluminium smelter hauv Marston, Missouri. Nws thawj cov kab ntau lawm, nrog rau lub peev xwm ntawm ib ncig ntawm 75,000 mtpa, tau teem sijhawm los online ua ntej kawg ntawm 2026. Emirates Ntiaj Teb Txhuas Txhuas (EGA) tau tshaj tawm cov kev tsim kho-kho kom zoo ntawm nws cov nroj tsuag Al Taweelah. Raws li Lub Xya Hli 2, 89 tawm ntawm tag nrho 1,262 lub hlwb electrolytic tau raug coj rov qab los ua haujlwm. Thaum Lub Xya Hli 10, Dak Nong thawj qhov project aluminium hauv Nyab Laj tau nchuav nws thawj cov khoom txhuas txhuas. Npaj rau tag nrho lub peev xwm ntawm 450,000 mtpa nyob rau hauv peb theem, Phase-I (150,000 mtpa) yuav ua tiav tag nrho cov commissioning nyob rau lub yim hli ntuj, thiab Phase-III yog teem kom tiav nyob rau hauv Lub ob hlis ntuj 2027.
Raws li International Aluminium Institute (IAI) cov ntaub ntawv txheeb xyuas, cov khoom lag luam tawm txawv teb chaws thawj lub rau hli ntuj 2026 yog 2.268 lab metric tons, nqis 6.4% xyoo-rau-xyoo. Qhov nruab nrab txhua hnub tso tawm tau ntaus 76,000 metric tons, nce 0.8% hli-rau-hli.

Daim duab 2 IAI Overseas Average Daily Primary Aluminium Output
Tau qhov twg los: International Aluminium Institute
