Ngomhla we-12 ka-Matshi i-2025, idatha ekhutshwe yi-Marubeni Corporation ibonise ukuba ekupheleni kukaFebruwari 2025, i-inventory ye-aluminium iyonke kwii-ports ezintathu ezinkulu zaseJapan ziye zawela kwiitoni ze-313400, ukuncipha kwe-3.5% ukusuka kwinyanga edlulileyo kunye ne-low low ukususela ngoSeptemba 2022. Phakathi kwabo, i-Yokohama1 ukuya kwi-Port 3, i-Port 340 ye-Naya20%, i-Port 3400. ine-163000 yeetoni (52.0%), kunye ne-Osaka Port ine-17000 yeetoni (5.4%). Le datha ibonisa ukuba ikhonkco lokubonelela nge-aluminiyam yehlabathi liphantsi kohlengahlengiso olunzulu, kunye nemingcipheko ye-geopolitical kunye notshintsho kwimfuno yemizi-mveliso ibe ngabaqhubi abaphambili.
Esona sizathu siphambili sokuhla kwe-inventri ye-aluminiyam yaseJapan kukuphindaphinda okungalindelekanga kwimfuno yangaphakathi. Ukuxhamla kumbane wokufakelwa kombane ezimotweni, iToyota, iHonda kunye nezinye iinkampani zeemoto zabona ukunyuka kwe-28% unyaka nonyaka ekuthengeni icandelo lomzimba we-aluminium ngoFebruwari 2025, kunye nesabelo semarike yeTesla Model Y eJapan yanda ukuya kwi-12%, imfuno yokuqhuba ngakumbi. Ukongeza, "iSicwangciso sokuVuselelwa koShishino loHlaza" lukaRhulumente waseJapan lufuna ukonyuka kokusetyenziswa kwe-40%.izixhobo aluminiyamkushishino lokwakha ngo-2027, ukukhuthaza iinkampani zokwakha ukuba zigcine isitokhwe kwangaphambili.
Okwesibini, ukuhamba kwe-aluminiyam ye-aluminiyam yehlabathi kwenzeka utshintsho lwesakhiwo. Ngenxa yokuba kunokwenzeka ukuba i-United States ibeke iirhafu kwi-aluminium evela kumazwe angaphandle, abarhwebi baseJapan bakhawuleza ukuthuthwa kwe-aluminiyam ukuya kwiimarike zase-Asia-mpuma naseYurophu. Ngokutsho kwedatha evela eMarubeni Corporation, ukuthunyelwa kwe-aluminiyam yaseJapan kumazwe afana neVietnam kunye neThailand kunyuke nge-57% ngonyaka ukusuka ngoJanuwari ukuya kuFebruwari 2025, ngelixa isabelo semarike e-United States sehla ukusuka kwi-18% ngo-2024 ukuya kwi-9%. Le' iqhinga lokuthumela ngaphandle 'likhokelele ekuphelisweni koluhlu lwempahla kumazibuko aseJapan.
Ukuhla ngaxeshanye kwi-inventri ye-aluminium ye-LME (yehla kwiitoni ze-142000 ngo-Matshi 11, elona nqanaba liphantsi phantse kwiminyaka emihlanu) kunye nokuwa kwe-index ye-dollar yase-US ukuya kumanqaku angama-104.15 (ngoMatshi 12) baye bacinezela ukuzimisela kwabathumeli baseJapan ukuba bazalise kwakhona uluhlu lwabo. I-Japan Aluminium Association iqikelela ukuba iindleko zangoku zokungenisa elizweni ziye zanda nge-12% xa kuthelekiswa nexesha elifanayo kwi-2024, ngelixa ixabiso le-aluminium yendawo yasekhaya liye lanyuka kancinci nge-3%. Umahluko ocuthekileyo wamaxabiso ukhokelele ukuba iinkampani zithambekele ekutyeni uluhlu lwempahla kunye nokulibazisa ukuthenga.
Ngexesha elifutshane, ukuba uluhlu lwamazibuko aseJapan luyaqhubeka ukwehla ngaphantsi kweetoni ze-100000, lunokubangela imfuno yokuzaliswa kwakhona kwe-LME yase-Asia yokugcina iimpahla, ngaloo ndlela ixhasa amaxabiso e-aluminium ngamazwe ngamazwe. Nangona kunjalo, kwixesha eliphakathi ukuya kwixesha elide, iingongoma ezintathu zomngcipheko kufuneka ziqwalaselwe: okokuqala, ukulungiswa komgaqo-nkqubo werhafu ye-nickel ore yase-Indonesia kunokuchaphazela iindleko zokuvelisa i-electrolytic aluminium; Okwesibini, utshintsho ngokukhawuleza kumgaqo-nkqubo wokurhweba phambi konyulo lwase-US lunokukhokelela kwenye ukuphazamiseka kwe-global aluminium supply chain; Okwesithathu, izinga lokukhululwa komthamo wemveliso ye-aluminiyam ye-electrolytic yaseTshayina (ekulindeleke ukuba inyuke ngezigidi ezi-4 zeetoni ngo-2025) inokunciphisa ukunqongophala kobonelelo.
Ixesha lokuposa: Mar-18-2025