Na March 12, 2025, data wepụtara site na Marubeni Corporation gosiri na dị ka nke njedebe nke February 2025, ngụkọta aluminium inventory na Japan atọ isi ọdụ ụgbọ mmiri ama ada 313400 ton, mbelata 3.5% site na ọnwa gara aga na ọhụrụ ala kemgbe September 2022. N'ime ha, Yokohama Port nwere 4.2% (400). Nagoya Port nwere 163000 tọn (52.0%), na Osaka Port nwere 17000 tọn (5.4%). Ihe omuma a na-egosi na aluminom zuru ụwa ọnụ na-enye ihe na-eme mgbanwe dị ukwuu, na ihe ize ndụ geopolitical na mgbanwe nke ụlọ ọrụ mmepụta ihe na-aghọ ndị isi ọkwọ ụgbọala.
Isi ihe kpatara mbelata nke ngwaahịa aluminom nke Japan bụ nlọghachi na-atụghị anya ya na ọchịchọ ụlọ. Na-erite uru site na ebili mmiri nke electrification na ụgbọ ala, Toyota, Honda na ụlọ ọrụ ụgbọ ala ndị ọzọ hụrụ mmụba 28% kwa afọ na ntinye ihe akụrụngwa aluminom na February 2025, na ahịa Tesla Model Y na Japan gbasaa ruo 12%, na-achọwanye ịnya ụgbọ ala. Na mgbakwunye, “Atụmatụ nrụpụta ụlọ ọrụ Green Industry” nke gọọmentị Japan chọrọ mmụba 40% n'iji ihe eji eme ihe.ihe aluminomn'ime ụlọ ọrụ ihe owuwu site na 2027, na-akwalite ụlọ ọrụ na-ewu ụlọ ka ha na-ebugo n'ihu.
Nke abuo, ahia ahia aluminom zuru ụwa ọnụ na-eme mgbanwe nhazi. N'ihi ohere nke United States na-amanye tarifu na aluminom ebubata, ndị ahịa Japan na-eme ngwa ngwa na-ebuga aluminum na ndịda Ebe Ọwụwa Anyanwụ Eshia na ahịa Europe. Dabere na data sitere na ụlọ ọrụ Marubeni, mbupụ aluminom Japan na mba ndị dị ka Vietnam na Thailand mụbara site na 57% kwa afọ site na Jenụwarị ruo February 2025, ebe oke ahịa na United States belatara site na 18% na 2024 ruo 9%. Atụmatụ mbupụ nke a ''detour' butere mbelata ngwa ahịa na-aga n'ihu n'ọdụ ụgbọ mmiri Japan.
Mbelata n'otu oge na ngwaahịa aluminom LME (na-agbada ruo tọn 142000 na Machị 11, ọkwa kachasị ala n'ihe fọrọ nke nta ka ọ bụrụ afọ ise) na ọdịda nke ndenye dollar US ruo isi 104.15 (March 12) ebelatala njikere ndị na-ebubata ndị Japan na-ebubata iji megharịa ngwa ahịa ha. Ndị otu Japan Aluminium Association na-eme atụmatụ na ọnụ ahịa mbubata ugbu a abawanyela site na 12% ma e jiri ya tụnyere otu oge ahụ na 2024, ebe ọnụ ahịa aluminom dị n'ime ụlọ amụbaala ntakịrị site na 3%. Ọdịiche ọnụ ahịa dị warara emeela ka ụlọ ọrụ na-eri ngwaahịa ma na-egbu oge ịzụrụ.
N'oge dị mkpirikpi, ọ bụrụ na ngwongwo nke ọdụ ụgbọ mmiri Japan na-aga n'ihu na-agbada n'okpuru 100000 tọn, ọ nwere ike ịkpalite ọchịchọ maka imeju ụlọ nkwakọba ihe LME Asia, si otú a na-akwado ọnụ ahịa aluminom mba ụwa. Otú ọ dị, na ọkara ruo ogologo oge, atọ ihe ize ndụ dị mkpa ka a ṅaa ntị: mbụ, ukpụhọde nke Indonesia si nickel ore mbupụ tax amụma nwere ike imetụta mmepụta na-eri nke electrolytic aluminum; Nke abuo, mgbanwe mberede nke iwu ahia tupu nhoputa ndi ochichi nke United States nwere ike iduga nbibi ozo nke aluminom di n'elu uwa; Nke atọ, ntọhapụ nke ikike mmepụta aluminom nke China electrolytic (a na-atụ anya na ọ ga-abawanye site na nde tọn 4 n'afọ 2025) nwere ike ibelata ụkọ ọkọnọ.
Oge nzipu: Mar-18-2025