Pa Marichi 12, 2025, deta idatulutsidwa ndi Marubeni Corporationadawonetsa kuti zida za aluminiyumupa madoko atatu akuluakulu a Japan posachedwapa anatsikira ku 313,400 metric tons (monga kumapeto kwa February 2025), kusonyeza mlingo otsika kwambiri kuyambira September 2022. Kugawa katundu kudutsa Yokohama, Nagoya, ndi Osaka madoko anaima pa 42.6%, 52%, ndi 5.4%, motero, kusonyeza unyolo kwambiri padziko lonse.

Kufunika Kwambiri Kumatuluka ngati Woyendetsa Woyamba

Kuchuluka kwa magetsi pamagalimoto kwapangitsa kuti aluminiyamu agwiritse ntchito. Opanga magalimoto aku Japan monga Toyota ndi Honda adawona kuwonjezeka kwa 28% pachaka pakugula aluminiyamu gulu mu February, ndi gawo la msika la Tesla Model Y ku Japan limaposa 12%, ndikuwonjezera thandizo. Pakadali pano, Japan "Green Industry Revitalization Plan," yomwe ikufuna kuti chiwonjezeko cha 40% pakugwiritsa ntchito aluminiyamu yokhudzana ndi zomangamanga pofika chaka cha 2027, yapangitsa opanga matukuko kuti asunge zinthu msanga. Ziwerengero zikuwonetsa kufunikira kwa aluminiyumu m'gawo lomanga lokha kudakula 19% poyerekeza ndi nthawi yomweyi chaka chatha.

Kusintha Kwakukulu mu Njira Zamalonda

Misonkho yomwe ikuyembekezeka ku US pa aluminiyamu yakakamiza amalonda aku Japan kuti ayende mwachangu kumisika yaku Southeast Asia ndi Europe. M'miyezi iwiri yoyambirira ya 2025, zotumiza za aluminiyamu ku Japan kupita ku Vietnam ndi Thailand zidakwera ndi 57%, pomwe zotumiza ku US zidatsika kuchoka pa 18% mpaka 9% yazotumiza zonse. Njira iyi ya "kutumiza kunja" yasokoneza kwambiri madoko. Kuphatikizira kupsinjikaku, zida za aluminiyamu zapadziko lonse lapansi zikukulirakuliranso - masheya a LME (London Metal Exchange) adatsika mpaka matani 142,000, kutsika kwazaka zisanu - kukulitsa kukanikiza kopereka.

Kupsyinjika kwa Mtengo Kupondereza Kutumiza kunja

Mitengo yotengera aluminium ku Japan yakwera ndi 12% pachaka, koma mitengo yapakhomo idakwera 3% yokha, kuchepetsa kufalikira kwamitengo ndikupangitsa makampani kuti achepetse zomwe zidalipo kale. Kuphatikizidwa ndi index ya dollar yaku US kutsika kufika pa 104.15, kufunitsitsa kwa ogulitsa kubweza kwachepa kwambiri. Bungwe la Japan Aluminium Association likuchenjeza kuti ngati zida zamadoko zigwera pansi pa matani 100,000, zitha kuyambitsa kuthamangira kukonzanso malo osungiramo zinthu zaku Asia a LME,kukweza mitengo ya aluminiyamu padziko lonse lapansi.

Machenjezo Atatu Pangozi Yamtsogolo

1. Ndondomeko Zogulitsa Nickel ku Indonesia Zingakhudze Mitengo ya Aluminium ya Electrolytic.

2. Ziwopsezo Zosasinthika za Mfundo Zosankha Zosankha za US Zisanachitike Zomwe Zimasokoneza Unyolo Wapadziko Lonse wa Aluminium.

3. China Planned 4 Million Metric Tons of New Electrolytic Aluminium Capacity mu 2025 Ikhoza Kukonzanso Misika.