NgoMashi 12, 2025, idatha ekhishwe yi-Marubeni Corporation ibonise ukuthi ekupheleni kukaFebhuwari 2025, inani le-aluminium eliphelele emachwebeni amathathu amakhulu aseJapane lehle laya kumathani angu-313400, ukwehla ngo-3.5% kusukela ngenyanga edlule kanye nenani eliphansi kusukela ngo-September 2022. Phakathi kwabo, i-Yokohama13 kuya ePort 6, i-420% ye-Nago. inamathani ayi-163000 (52.0%), kanti i-Osaka Port inamathani ayi-17000 (5.4%). Le datha ibonisa ukuthi uchungechunge lokuhlinzekwa kwe-aluminium emhlabeni wonke lwenza izinguquko ezijulile, ngobungozi bezwe kanye nezinguquko ezidingweni zezimboni kuba yizona ezihamba phambili.
Isizathu esiyinhloko sokwehla kokufakwa kwe-aluminiyamu yaseJapan ukuphindaphinda okungalindelekile kwesidingo sasekhaya. Ukuhlomula ekufakweni kukagesi ezimotweni, iToyota, Honda nezinye izinkampani zezimoto zibone ukwanda konyaka nonyaka ngo-28% ekuthengeni ingxenye ye-aluminium body ngoFebhuwari 2025, kanti isabelo semakethe sikaTesla Model Y eJapan sikhule safinyelela ku-12%, isidingo sokushayela esiqhubekayo. Ngaphezu kwalokho, "Uhlelo Lokuvuselela Imboni Eluhlaza" lukahulumeni waseJapan ludinga ukwenyuswa kokusetshenziswa kwe-40%.izinto ze-aluminiumembonini yezokwakha ngo-2027, ukukhuthaza izinkampani zokwakha ukuthi ziqoqe kusenesikhathi.
Okwesibili, ukugeleza kohwebo kwe-aluminium emhlabeni wonke kuba noguquko lwesakhiwo. Ngenxa yokuthi kungenzeka ukuthi i-United States ikhokhise intela ku-aluminium ethengwa kwamanye amazwe, abahwebi baseJapan basheshisa ukuthuthwa kwe-aluminium ezimakethe zaseNingizimu-mpumalanga ye-Asia naseYurophu. Ngokwemininingwane evela eMarubeni Corporation, ukuthunyelwa kwe-aluminium yaseJapan emazweni anjengeVietnam neThailand kukhuphuke ngo-57% unyaka nonyaka kusukela ngoJanuwari kuya kuFebhuwari 2025, kanti isabelo semakethe e-United States sehle sisuka ku-18% ngo-2024 saya ku-9%. Lelisu le-' detour export 'liholele ekuncipheni okuqhubekayo kwe-inventory kumachweba ase-Japan.
Ukwehla kanyekanye kwe-LME aluminium yokusungula (yehla yaya ku-142000 amathani ngo-March 11, izinga eliphansi kakhulu cishe eminyakeni emihlanu) kanye nokwehla kwenkomba yedola laseMelika laya kumaphuzu angu-104.15 (ngoMashi 12) nakho kucindezele ukuzimisela kwabangenisa kwamanye amazwe baseJapane ukugcwalisa kabusha i-inventory yabo. I-Japan Aluminium Association ilinganisela ukuthi izindleko zamanje zokungenisa ezweni zikhuphuke ngo-12% uma kuqhathaniswa nesikhathi esifanayo ngo-2024, kanti intengo ye-aluminium yendawo yasekhaya inyuke kancane ngo-3%. Umehluko wentengo onciphayo uholele izinkampani ukuthi zithambekele ekuthengeni impahla futhi zilibazise ukuthengwa kwempahla.
Esikhathini esifushane, uma iqoqo lamachweba ase-Japan liqhubeka nokwehla ngaphansi kwamathani angu-100000, kungase kubangele isidingo sokugcwaliswa kabusha kwezindawo zokugcina izimpahla ze-LME zase-Asia, ngaleyo ndlela kusekelwe amanani entengo ye-aluminium yamazwe ngamazwe. Kodwa-ke, esikhathini esimaphakathi kuya kwelide, amaphuzu amathathu obungozi adinga ukunakwa: okokuqala, ukulungiswa kwenqubomgomo yentela yokuthekelisa ye-nickel ore yase-Indonesia kungase kuthinte izindleko zokukhiqiza i-electrolytic aluminium; Okwesibili, uguquko oluzumayo lwenqubomgomo yezohwebo ngaphambi kokhetho lwase-US lungase luholele kokunye ukuphazamiseka kochungechunge lokuhlinzeka nge-aluminium emhlabeni wonke; Okwesithathu, izinga lokukhishwa komthamo wokukhiqiza i-aluminiyamu ye-electrolytic yaseChina (okulindeleke ukuthi yenyuke ngamathani ayizigidi ezi-4 ngo-2025) linganciphisa ukushoda kokuhlinzekwa.
Isikhathi sokuthumela: Mar-18-2025