Musi waKurume 12, 2025, data yakaburitswa neMarubeni Corporationyakaratidza kuti aluminium inventoriespazviteshi zvitatu zvikuru zveJapan munguva pfupi yapfuura yakaderera kusvika ku313,400 metric tons (kusvika pakupera kwaFebruary 2025), zvichiratidza chikamu chakaderera kubva munaGunyana 2022. The inventory distribution across Yokohama, Nagoya, and Osaka ports standing at 42.6%, 52%, and 5.4%, respectively, ichiratidza cheni yakakomba pasi rose.

Kuwedzera Kuda Kunobuda seMutyairi Wepuraimari

Iwo mafungu emagetsi emotokari akawedzera mafuta ealuminium. Vagadziri vemotokari vekuJapan vakaita seToyota neHonda vakaona 28% gore negore kuvhiyiwa kwealuminium body panel kutenga muna Kukadzi, pamwe nemusika weTesla Model Y muJapan unopfuura 12%, ichiwedzera rutsigiro. Zvichakadaro, Japan "Green Indasitiri Revitalization Plan," iyo inoraira kuwedzera makumi mana muzana mukushandiswa kwealuminium zvine chekuita nekuvaka panosvika 2027, yakurudzira vanogadzira kuti vatore zvinhu nekukurumidza. Nhamba dzinoratidza kudiwa kwealuminium muchikamu chekuvaka chete kwakakura 19% zvichienzaniswa nenguva yakafanana gore rapfuura.

Kuchinja Kukuru muNzira dzeKutengesera

Ingangove mitero yeUS paaluminium yakamanikidza vatengesi vekuJapan kuti vafambe nekukurumidza vakananga kuSoutheast Asia nemisika yeEurope. Mumwedzi miviri yekutanga ya2025, aluminium yekuJapan inotengeswa kuVietnam neThailand yakakwira ne57%, ukuwo iyo US-yakatumirwa kunze kwenyika yakaderera kubva pa18% kusvika 9% yezvese zvakatumirwa. Iyi nzira ye "detour export" yakadonhedza zviteshi zvezvitoro zvakananga. Kuwedzera kuomerwa, zvigadzirwa zvealuminium zvepasi rose zviri kuwedzerawo - LME (London Metal Exchange) masheya akadonha kusvika ku142,000 metric tons, makore mashanu akaderera-achiwedzera kumanikidza kwekutengesa.

Mutengo Dzvinyiriro Dzinodzvanya Kupinza

Mari yekupinza aluminium yekuJapan yakakwira ne12% gore negore, asi mitengo yemumba yakakwira ne3% chete, zvichideredza kupararira kwemutengo uye kukurudzira makambani kuti apedze zvinhu zviripo. Zvichibatanidzwa neiyo US dollar index ichidzika kusvika 104.15, kuda kwevatenga kunze kwenyika kudzoreredza kwakawedzera kupera simba. Iyo Japan Aluminium Association inoyambira kuti kana zvigadzirwa zvechiteshi zvikawira pasi pe100,000 metric tons, zvinogona kukonzeresa kumhanyisa kuzadza LME Asia matura ekutakura,kufambisa mitengo yealuminium pasi rose.

Nyevero nhatu dzeNjodzi Yemberi

1. Matembo eNickel ekuIndonesia anogona Kukanganisa Mari yeAluminum yeElectrolytic.

2. Pre-US Election Trade Policy Volatility Risks Kuvhiringidza Global Aluminium Supply Chains.

3. China Yakarongwa Mamirioni mana Metric Tons yeNew Electrolytic Aluminium Capacity muna 2025 Inogona Kugadzirisa Patsva Misika.