A ranar 12 ga Maris, 2025, bayanan da Kamfanin Marubeni ya fitar ya nuna cewa, ya zuwa karshen watan Fabrairun 2025, jimilar kayayyakin aluminium a manyan tashoshin jiragen ruwa guda uku na Japan ya ragu zuwa ton 313400, raguwar 3.5% daga watan da ya gabata da kuma sabon raguwa tun Satumba 2022. Daga cikin su, tashar tashar Yokohama ta samu kashi 4.0 cikin dari zuwa 6. Tashar Tashar Nagoya tana da tan 163000 (52.0%), kuma tashar Osaka tana da tan 17000 (5.4%). Wannan bayanan yana nuna cewa sarkar samar da aluminium ta duniya tana fuskantar gyare-gyare mai zurfi, tare da haɗarin geopolitical da canje-canje a cikin buƙatar masana'antu ta zama manyan direbobi.
Dalilin farko na raguwar kayan aluminium na Japan shine sake dawowa da ba zato ba tsammani a cikin buƙatun gida. Amfana daga guguwar wutar lantarki a cikin motoci, Toyota, Honda da sauran kamfanonin mota sun sami karuwar kashi 28% a duk shekara a cikin siyan kayan aikin aluminium a cikin Fabrairu 2025, kuma kasuwar Tesla Model Y a Japan ya karu zuwa 12%, yana kara buƙatar tuki. Bugu da kari, "Shirin Farfado da Masana'antu Green" na gwamnatin Japan na bukatar karuwar kashi 40% na amfanialuminum kayana cikin masana'antar gine-gine nan da shekarar 2027, inganta kamfanonin gine-gine don tarawa a gaba.
Abu na biyu, kasuwancin aluminium na duniya yana fuskantar canjin tsari. Saboda yuwuwar Amurka ta sanya haraji kan aluminum da ake shigowa da su daga kasashen waje, 'yan kasuwa na Japan suna hanzarta jigilar aluminum zuwa kasuwannin kudu maso gabashin Asiya da Turai. Dangane da bayanai daga Kamfanin Marubeni, fitar da aluminium na Japan zuwa kasashe irin su Vietnam da Thailand ya karu da kashi 57% a duk shekara daga Janairu zuwa Fabrairu 2025, yayin da kasuwar Amurka ta ragu daga 18% a cikin 2024 zuwa 9%. Wannan 'dabarun fitar da kai ya haifar da ci gaba da raguwar kaya a tashoshin jiragen ruwa na Japan.
Faduwar da aka samu a cikin kayan aluminium na LME na lokaci guda (ya ragu zuwa ton 142000 a ranar 11 ga Maris, matakin mafi ƙasƙanci a cikin kusan shekaru biyar) da faɗuwar dalar Amurka zuwa maki 104.15 (12 ga Maris) sun kuma dakushe son masu shigo da kayayyaki na Japan don sake cika kayansu. Kungiyar Aluminum ta Japan ta kiyasta cewa farashin shigo da kayayyaki na yanzu ya karu da kashi 12% idan aka kwatanta da daidai wannan lokacin a cikin 2024, yayin da farashin aluminium na cikin gida ya karu da 3%. Bambancin farashin ya sa kamfanoni su kasance suna cinye kaya da jinkirta sayayya.
A cikin ɗan gajeren lokaci, idan kaya na tashar jiragen ruwa na Japan ya ci gaba da raguwa a ƙasa da tan 100000, zai iya haifar da buƙatar sake cika ɗakunan ajiya na LME na Asiya, don haka yana tallafawa farashin aluminum na duniya. Duk da haka, a cikin matsakaita zuwa dogon lokaci, abubuwan haɗari guda uku suna buƙatar kulawa: da farko, daidaita tsarin harajin nickel tama na Indonesia na iya rinjayar farashin samar da aluminum na electrolytic; Na biyu, kwatsam canjin manufofin kasuwanci kafin zaben Amurka na iya haifar da wani cikas ga tsarin samar da aluminium na duniya; Na uku, yawan sakin karfin samar da aluminium na kasar Sin (wanda ake sa ran zai karu da tan miliyan 4 nan da shekarar 2025) na iya rage karancin wadatar.
Lokacin aikawa: Maris 18-2025