Ngomhla we-12 kuMatshi ka-2025, iinkcukacha ezikhutshwe yiMarubeni Corporationibonise ukuba uluhlu lwe-aluminiyamkumazibuko amathathu amakhulu aseJapan asanda kwehla ukuya kwi-313,400 yeetoni ze-metric (njengoko ekupheleni kukaFebruwari 2025), ephawula inqanaba elisezantsi ukususela ngoSeptemba 2022. Ukuhanjiswa kwe-inventory kwi-Yokohama, i-Nagoya, kunye ne-Osaka kumachweba wema kwi-42.6%, 52%, kunye ne-5.4%, ngokulandelanayo, ebonisa i-chain chain chain .

Ibango eliPhezulu liyavela njengoMqhubi oPhambili

Umbane wokufakelwa kombane kwiimoto uphembelele ngokuthe ngqo ukusetyenziswa kwealuminiyam. Abenzi beemoto baseJapan ezifana neToyota kunye neHonda babone ukunyuka kwe-28% ngonyaka kwi-aluminium body panel yokuthengwa ngoFebruwari, kunye nesabelo semarike yeTesla Model Y eJapan idlula i-12%, yongeza inkxaso engaphezulu. Ngeli xesha, “iSicwangciso sokuVuselelwa kweShishini lokuHlaza” saseJapan, esigunyazisa ukonyuka kwama-40% kusetyenziso olunxulumene nolwakhiwo lwealuminium ngo-2027, lukhuthaze abaphuhlisi ukuba baqokelele imathiriyeli kwangoko. Izibalo zibonisa imfuno ye-aluminium kwicandelo lokwakha kuphela ikhule nge-19% xa kuthelekiswa nexesha elifanayo kunyaka ophelileyo.

Utshintsho olungundoqo kwiiNdlela zoRhwebo

Imirhumo enokubakho yase-US kwi-aluminiyam inyanzelise abarhwebi baseJapan ukuba bajike ngokukhawuleza ukuya kwiimarike zaseMazantsi-mpuma eAsia naseYurophu. Kwiinyanga ezimbini zokuqala zika-2025, ukuthunyelwa kwe-aluminiyam yaseJapan e-Vietnam nase-Thailand yenyuka nge-57%, ngelixa ukuthunyelwa kwayo ngaphandle kwe-US kwehle ukusuka kwi-18% ukuya kwi-9% yokuthunyelwa okupheleleyo. Esi sicwangciso-qhinga “sokugxuphuleka kokuthunyelwa kwempahla kwamanye amazwe” siye saluphelisa ngokuthe ngqo uluhlu lwempahla yamazibuko. Ukudibanisa ubunzima, i-inventories ye-aluminiyam yehlabathi nayo iyaqina-i-LME (i-London Metal Exchange) isitokhwe sawela kwi-142,000 yeetoni ze-metric, iminyaka emihlanu ephantsi-yokwandisa uxinzelelo lokubonelela.

Iindleko zoxinzelelo zicinezela ukungeniswa kwamanye amazwe

Iindleko zokungenisa i-aluminiyam yaseJapan zinyuke nge-12% unyaka nonyaka, kodwa amaxabiso asekhaya anyuke nge-3% kuphela, ecutha ukusasazeka kwexabiso kunye nokukhuthaza iinkampani ukuba zigqibe uluhlu lweempahla ezikhoyo. Idityaniswe nesalathiso sedola yaseMelika ukuya kwi-104.15, ukuzimisela kwabathumeli bangaphandle ukuphinda kufakwe isitokhwe kuye kwaba buthathaka ngakumbi. Umbutho waseJapan weAluminiyam ulumkisa ukuba ukuba uluhlu lwempahla lwezibuko luwela ngaphantsi kwe-100,000 yeetoni zeemetriki, lunokubangela ukukhawuleza ukugcwalisa indawo yokugcina impahla yase-LME yaseAsia,ukuqhuba amaxabiso e-aluminiyam yehlabathi.

Izilumkiso eziThathu zoMngcipheko kwikamva

1. Imigaqo-nkqubo ye-Nickel yase-Indonesia yokuThumela ngaphandle iNganempembelelo kwiiNdleko zeAluminiyam yoMbane.

2. Umngcipheko woRhwebo loNyulo lwangaphambi kwe-US ukuphazamisa imixokelelwane yokubonelelwa ngeAluminiyam yeHlabathi.

3. I-China iCwangciswe nge-4 yezigidi zeetoni ze-Metric zoMmandla oMtsha we-Aluminiyam ye-Electrolytic ngo-2025 ingakwazi ukuBuyisa iiMarike.