Mugabanye gufata 10%! Ese Glencore ashobora gusohora Century Aluminium hamwe na 50% ya aluminium muri Amerika ishobora kuba "ijambo ryibanga ryo gukuramo"?

Ku ya 18 Ugushyingo, igihangange ku bicuruzwa ku isi Glencore cyarangije kugabanya imigabane yacyo muri Century Aluminium, uruganda runini rwa aluminiyumu muri Amerika, ruva kuri 43% rugera kuri 33%. Iri gabanuka ryimigabane rihurirana nidirishya ryinyungu n’igiciro cy’imigabane ku bicuruzwa bya aluminiyumu yaho nyuma yo kwiyongera ku bicuruzwa byatumijwe muri aluminiyumu yo muri Amerika, bituma Glencore igera kuri miliyoni y’amadolari y’inyungu zishoramari.

Amavu n'amavuko y'iri hinduka ry'imigabane ni uguhindura politiki y’ibiciro muri Amerika. Ku ya 4 Kamena uyu mwaka, ubuyobozi bwa Trump muri Amerika bwatangaje ko buzikuba kabiri umusoro ku bicuruzwa bitumizwa muri aluminiyumu ukagera kuri 50%, hagamijwe politiki isobanutse yo gushishikariza ishoramari ry’inganda za aluminium n’umusaruro kugabanya kugabanya kwishingira aluminiyumu yatumijwe mu mahanga. Iyi politiki imaze gushyirwa mu bikorwa, yahise ihindura uburyo bwo gutanga no gusaba muri Amerikaisoko rya aluminium- igiciro cya aluminiyumu yatumijwe mu mahanga cyiyongereye cyane kubera ibiciro, kandi inganda za aluminiyumu zaho zungutse isoko ku nyungu z’ibiciro, bigirira akamaro Century Aluminium nk'umuyobozi w’inganda.

Nkumunyamigabane muremure wa Century Aluminium, Glencore ifitanye isano ninganda ninganda. Amakuru rusange yerekana ko Glencore adafite uburinganire muri Century Aluminium gusa, ahubwo anagira uruhare runini: kuruhande rumwe, itanga ibikoresho fatizo bya alumina ya Century Aluminium kugirango umusaruro uhagaze neza; Ku rundi ruhande, ishinzwe kwandika ibicuruzwa hafi ya byose bya aluminium ya Century Aluminium muri Amerika y'Amajyaruguru no kubigeza ku bakiriya bo mu gihugu cya Amerika. Ubu buryo bubiri bwubufatanye bw "uburinganire + bwinganda" butuma Glencore ifata neza ihindagurika ryimikorere no guhindura ibiciro bya Century Aluminium.

Inyungu ku nyungu igira ingaruka zikomeye ku mikorere ya Century Aluminium. Amakuru yerekana ko umusaruro wa aluminium ya Century Aluminium wageze kuri toni 690000 mu 2024, ukaza ku mwanya wa mbere mu masosiyete abanza gukora aluminium muri Amerika. Nk’uko ikinyamakuru Trade Data Monitor kibitangaza ngo Amerika yinjira muri aluminiyumu muri 2024 ni toni miliyoni 3.94, byerekana ko aluminiyumu yatumijwe mu mahanga igifite uruhare runini ku isoko muri Amerika. Nyuma yo kwiyongera kw'amahoro, abakora aluminiyumu batumizwa mu mahanga bakeneye gushyira 50% by'igiciro cy'amahoro mu magambo yabo, bigatuma igabanuka rikabije ry’ibiciro byabo. Igihembo cy’isoko cy’ubushobozi bw’umusaruro waho kiragaragazwa, gitezimbere mu buryo butaziguye izamuka ry’inyungu no kuzamura ibiciro by’imigabane ya Century Aluminium, bituma habaho uburyo bwiza bwo kugabanya inyungu za Glencore.

Nubwo Glencore yagabanije imigabane yayo 10%, iracyakomeza umwanya wacyo nkumunyamigabane munini wa Century Aluminium ufite imigabane 33%, kandi ubufatanye bw’inganda n’inganda na Century Aluminium ntabwo bwahindutse. Abasesenguzi b'isoko bagaragaje ko uku kugabanuka kwimigabane gushobora kuba icyiciro cya Glencore kugirango hongerwe umutungo. Nyuma yo kwishimira inyungu zinyungu za politiki yimisoro, izakomeza kugabana inyungu ndende ziterambere ryinganda za aluminiyumu yimbere muri Amerika binyuze mumwanya wabyo ugenzura.