Afrilu 30, 2026 - Kasuwar alumina mai kunnawa a duniya ta shaida ci gaba mai ƙarfi a cikin 2025, tare da jimlar darajarta ta kai dala biliyan 1.19, a cewar sabon rahoton da Datam Intelligence 4 Market Research LLP ta fitar. Hasashen ya nuna cewa kasuwar za ta ci gaba da ci gaba da faɗuwarta, tana ƙaruwa a ƙimar ci gaban kowace shekara (CAGR) na 5.9% daga 2025 zuwa 2033 kuma ta kai dala biliyan 1.87 nan da ƙarshen lokacin hasashen. Wannan ci gaban mai ban mamaki ya samo asali ne daga ƙa'idodin muhalli masu tsauri a duk duniya, faɗaɗawar sabuwar masana'antar makamashi cikin sauri, da kuma ƙaruwar ɗaukar alumina mai kunnawa a aikace-aikacen masana'antu daban-daban, tun daga maganin ruwa zuwa tallafin mai da tsarkake iskar gas.
An yi wa alumina mai aiki, wani nau'in aluminum oxide mai ramuka sosai (Al₂O₃) wanda aka samar ta hanyar dehydroxylating aluminum hydroxide, suna da ban sha'awa saboda ƙarfin sha, girman saman da ke tsakanin 200 zuwa 400 m²/g, da kuma kwanciyar hankali na zafi. Waɗannan halaye na musamman sun sa ya zama abu mai mahimmanci a fannoni daban-daban, tare da tace ruwa, sinadarai na petrochemicals, da sabon makamashi da ke fitowa a matsayin manyan abubuwan da ke haifar da buƙatar kasuwa a cikin 'yan shekarun nan.
A fannin tace ruwa, aiwatar da tsauraran ƙa'idojin muhalli ya zama babban abin da ke ƙara wa kasuwa ci gaba. Gwamnatoci a faɗin duniya suna ƙara tsaurara dokoki don tabbatar da samun ruwan sha mai tsafta, inda Hukumar Lafiya ta Duniya (WHO) ta kiyasta cewa kimanin mutane biliyan 2 a duk duniya har yanzu ba su da isasshen ruwan sha mai tsafta. Ana amfani da alumina mai aiki sosai a cikin hanyoyin tsarkake ruwa don cire fluoride, arsenic, da sauran gurɓatattun abubuwa masu cutarwa, godiya ga iyawarsa ta rage yawan fluoride daga 10 ppm zuwa ƙasa da 1 ppm a ƙarƙashin yanayi mafi kyau. A ƙasar Sin, aiwatar da sabon tsarin "Ma'aunin Tsabtace Ruwan Sha" (GB 5749–2022) ya ƙara yawan buƙatun samfuran alumina masu aiki da yawa waɗanda ke da babban yanki na musamman (≥380 m²/g), babban girman ramuka (≥0.45 cm³/g), da ƙarancin ƙazanta (Fe₂O₃ ≤0.02%), tare da ƙimar shigar samfuran masu inganci a cikin masana'antun ruwa na birni ya kai kashi 71.3% a cikin 2024.
Sabuwar masana'antar makamashi, musamman fannin batirin lithium-ion, ta zama babbar hanyar haɓaka kasuwar alumina mai kunnawa. Yayin da duniya ke ƙara himma wajen samar da mafita ga makamashi mai ɗorewa, buƙatar motocin lantarki (EVs) da tsarin adana makamashi ya ƙaru, wanda hakan ya haifar da buƙatar alumina mai aiki da tsafta a masana'antar batir. Ana amfani da alumina mai kunnawa a matsayin mai shaƙar danshi a cikin batirin lithium-ion, yana hana lalacewa sakamakon danshi da ƙazanta, da kuma tabbatar da ingantaccen aikin batir da tsawon rai. A shekarar 2024, buƙatar alumina mai kunnawa a cikin aikace-aikacen raba batirin lithium a China ya wuce tan 21,000, tare da CAGR na 37.6% daga 2020 zuwa 2024, kuma jimlar ribar wannan ɓangaren ta kasance tsakanin 35% da 42%, wanda ya fi na aikace-aikacen gargajiya.
Masana'antar mai da tace mai kuma ta ci gaba da zama manyan masu amfani da alumina mai kunnawa, inda ake amfani da ita sosai a matsayin mai tallafawa da kuma mai gogewa. Tare da faɗaɗa wuraren 炼化 a duniya da kuma haɓaka hanyoyin 煤化工, buƙatar alumina mai kunnawa mai ƙarfin injiniya mai ƙarfi (≥150 N/cm) da kuma daidaitaccen sarrafa girman rami (8–15 nm) ya ci gaba da ƙaruwa. A cikin 2024, yawan amfani da alumina mai kunnawa a aikace-aikacen ɗaukar catalyst ya kai tan 128,000, tare da adadin samfuran masu inganci ya karu zuwa 58%.
Yanayin kasuwar yanki yana nuna bambance-bambance masu yawa, inda Asiya da Pasifik suka zama kasuwa mafi rinjaye saboda saurin masana'antu, tsauraran ƙa'idoji na muhalli, da kuma kasancewar manyan cibiyoyin masana'antu. Musamman ma, China ta zama muhimmiyar 'yar wasa a kasuwar alumina mai kunnawa a duniya, tare da jimlar ƙarfin samar da ita ya kai tan miliyan 1.68 a shekarar 2024, wanda sama da kashi 60% na sabon ƙarfin ya kasance samfuran musamman na musamman. Manyan kamfanonin China, ciki har da Aluminum Corporation of China (Chinalco), Sinocera Material Co., Ltd., da Shandong Dongyue Group, suna hanzarta canjin dabarunsu, suna amfani da albarkatun wutar lantarki a Kudu maso Yammacin China da samfuran tattalin arziki mai zagaye don gina tushen samar da kore da ƙarancin carbon. Misali, aikin alumina mai kunna kore na Chinalco mai tan 100,000/shekara a Yunnan, wanda aka sanya shi cikin samarwa a shekarar 2024, yana da cikakken amfani da makamashi ga kowane samfurin da kashi 18% ƙasa da matsakaicin masana'antu.
Arewacin Amurka kuma yana cikin shirin bunkasa kasuwa cikin sauri, wanda ke haifar da tsauraran ƙa'idoji kan tsaftace ruwa da hayakin masana'antu, da kuma manyan jari a ci gaban fasaha. Sabbin ci gaban masana'antu a Amurka sun haɗa da sayen wani kamfanin kera sinadarai na musamman na duniya a watan Janairun 2026, da nufin faɗaɗa fayil ɗin samfuran alumina da aka kunna da kuma ƙarfafa matsayinsa a kasuwannin muhalli da makamashi. A watan Yunin 2025, Hindalco Industries ta kammala sayen Kamfanin Aluchem Companies Inc. da ke Amurka don faɗaɗa takamaiman alumina da kuma kunna sawun alumina da kuma samun damar fasahar sarrafa zamani.
Duk da kyakkyawan yanayin ci gaban da aka samu, kasuwar alumina da aka kunna tana fuskantar ƙalubale da dama, ciki har da sauyin farashin kayan masarufi da barazanar wasu kayayyaki kamar su sieves na kwayoyin halitta. Babban kayan alumina da aka kunna shine aluminum hydroxide na masana'antu, wanda farashinsa ke shafar yanayin kasuwar alumina gabaɗaya. Tsakanin 2021 da 2023, rikicin makamashi na duniya da ƙuntatawa kan samar da aluminum mai amfani da wutar lantarki a cikin gida ya haifar da hauhawar canjin farashin alumina, wanda ya kai yuan 3,800/ton (bayanan SMM), wanda ya ƙara farashin samarwa ga masana'antun. Don magance wannan, wasu kamfanoni sun juya zuwa cire aluminum hydroxide daga sharar masana'antu kamar ja laka, wanda ba wai kawai yana rage dogaro da kayan masarufi ba amma kuma yana daidaita da yanayin tattalin arziki mai zagaye. A halin yanzu, ayyukan nuna a Guizhou da Guangxi sun cimma ƙarfin sarrafa ja laka na shekara-shekara sama da tan 500,000, suna fitar da kimanin tan 30,000 na ƙarfin alumina da aka kunna kai tsaye.
Idan aka yi la'akari da gaba, ana sa ran kasuwar alumina mai aiki a duniya za ta ci gaba da bunƙasa, sakamakon ƙaruwar buƙata daga aikace-aikacen da ke tasowa kamar tsarkakewar hydrogen da kamawa da adana carbon (CCS). Yayin da duniya ke canzawa zuwa hanyoyin samar da makamashi masu tsafta, alumina mai aiki yana tabbatar da cewa yana da matuƙar amfani a masana'antar samar da hydrogen, inda ake amfani da shi don cire danshi da mahaɗan sulfur daga hydrogen da aka samar ta hanyar gyaran tururi na methane (SMR), yana tabbatar da tsarkin da ake buƙata don ƙwayoyin mai masu aiki mai ƙarfi. A ɓangaren CCS, ana binciken alumina mai aiki don yuwuwar kamawa da adana carbon dioxide, wanda hakan ke ƙara faɗaɗa iyawar aikace-aikacensa.
Masana a fannin sun yi hasashen cewa yanayin gasa na kasuwar alumina mai kunnawa zai ci gaba da bunkasa, inda kamfanoni ke mai da hankali kan kirkire-kirkire na fasaha, keɓance samfura, da kuma masana'antu masu kore don samun fa'ida mai kyau. Ana sa ran sauyawa daga gasa mai mayar da hankali kan sikelin zuwa gasa mai mayar da hankali kan darajar zai hanzarta, tare da samfuran musamman masu inganci waɗanda suka kai sama da kashi 45% na jimlar fitarwa nan da shekarar 2027. "Kamfanoni masu ƙarfin masana'antu masu kore, tsarin haɗin gwiwa na yanki, da kuma tsarin sarrafa fasaha za su mamaye damarmakin tsarin kasuwa," in ji wani mai sharhi kan masana'antu daga Datam Intelligence. "Masana'antar alumina mai kunnawa tana gab da samun sabon mataki na ci gaba mai inganci, wanda kariyar muhalli, sabon makamashi, da kirkire-kirkire na fasaha ke jagoranta."
Lokacin Saƙo: Afrilu-30-2026
