A kan Maris 12, 2025, bayanan da Marubeni Corporation ya fitarbayyana cewa aluminum inventoriesa manyan tashoshin jiragen ruwa guda uku na Japan kwanan nan sun ragu zuwa metric ton 313,400 (kamar ƙarshen Fabrairu 2025), wanda ke nuna mafi ƙanƙanta matakin tun Satumba 2022. Rarraba kayayyaki a cikin tashoshin Yokohama, Nagoya, da Osaka ya tsaya a 42.6%, 52%, da 5.4%, daidai da sarkar samar da aluminum.
Bukatar Buƙatu ta bayyana a matsayin Direba na Farko
Guguwar wutar lantarki ta mota ta haifar da amfani da aluminum kai tsaye. Masu kera motoci na Japan irin su Toyota da Honda sun ga karuwar kashi 28% a duk shekara a cikin siyan kayan jikin aluminum a watan Fabrairu, tare da kasuwar Tesla Model Y a Japan ya wuce 12%, yana ƙara ƙarin tallafi. A halin da ake ciki, "Shirin Farfado da Masana'antu Green," wanda ke ba da umarnin haɓaka 40% na amfanin aluminium da ke da alaƙa da gini nan da 2027, ya sa masu haɓakawa su tara kayan da wuri. Kididdiga ta nuna bukatar aluminium a bangaren gine-gine kadai ya karu da kashi 19% idan aka kwatanta da na shekarar da ta gabata.
Manyan Canje-canje a Hanyoyin Ciniki
Yunƙurin harajin kuɗin fito na Amurka akan aluminum ya tilastawa 'yan kasuwan Japan yin gyare-gyare cikin sauri zuwa kasuwannin kudu maso gabashin Asiya da na Turai. A cikin watanni biyun farko na shekarar 2025, fitar da aluminium na Japan zuwa Vietnam da Tailandia ya yi tashin gwauron zabo da kashi 57%, yayin da fitar da kayayyaki daga Amurka ya ragu daga kashi 18% zuwa 9% na jimillar kayayyaki. Wannan dabarar “fitarwa zuwa fitarwa” ta lalata kayayyakin tashar jiragen ruwa kai tsaye. Haɗa nau'in, samfuran aluminium na duniya suma suna ƙara ƙarfi - Hannun jarin LME (London Metal Exchange) sun faɗi zuwa metric ton 142,000, ƙarancin shekaru biyar-ƙarfafa matsin sarƙoƙi.
Matsanancin Kudade Yana hana shigo da kaya
Kudin shigo da aluminium na Japan ya karu da kashi 12% duk shekara, amma farashin tabo na cikin gida ya karu da kashi 3 cikin dari kawai, yana rage yaɗuwar farashin tare da ƙarfafa kamfanoni don rage abubuwan da ake dasu. Haɗe tare da index ɗin dalar Amurka da ke nutsewa zuwa 104.15, shirye-shiryen masu shigo da kaya na sake dawo da su ya ƙara yin rauni. Ƙungiyar Aluminum ta Japan ta yi kashedin cewa idan kayan aikin tashar jiragen ruwa suka faɗi ƙasa da tan metric ton 100,000, zai iya haifar da gaggawa don sake cika ɗakunan ajiya na LME na Asiya.fitar da farashin aluminum na duniya.
Gargadin Hadarin Nan gaba Uku
1. Manufofin fitarwa na nickel na Indonesiya na iya yin tasiri ga farashin Aluminum na Electrolytic.
2. Manufofin Ciniki na Zaɓen Kafin Amurka Haɗari Masu Rushe Sarƙoƙin Aluminum na Duniya.
3. Tsarin Metric Ton miliyan 4 da Sin ta yi na sabon ƙarfin Aluminum na Electrolytic a cikin 2025 na iya sake fasalin kasuwanni.
Lokacin aikawa: Maris 14-2025
