Yanayin da ake ciki a Gabas ta Tsakiya ya kawo cikas ga tsarin samar da aluminum na duniya! Kamfanonin aluminum na duniya sun janye farashinsu na musamman ga Japan, wanda hakan ya haifar da sauye-sauye a farashin aluminum a Asiya.

A ranar 3 ga Maris, 2026, labaran ƙasashen waje sun ruwaito cewa saboda rikicin da ke ƙara ta'azzara a Gabas ta Tsakiya, masu samar da aluminum na duniya sun janye ko kuma sun bar farashin farashi na kwata-kwata ga masu siyan Japan ya ƙare, suna tantance haɗarin aminci na jigilar kaya ta Mashigin Hormuz cikin gaggawa. A matsayin ma'aunin farashi ga 'yan AsiyaKasuwar aluminum, dakatar da tattaunawar farashin aluminum a Japan kai tsaye yana shafar yanayin farashin aluminum na yankin.

A cewar mahalarta kasuwar da suka shiga tattaunawar farashi, South32 da Rio Tinto sun riga sun ambaci farashin da masu siyan Japan za su biya a kakar jigilar kaya ta Afrilu zuwa Yuni 2026: South32 ya ambaci $220/ton, yayin da Rio Tinto ya ambaci $250/ton, wanda ke wakiltar karuwar 13% ~ 28% idan aka kwatanta da kwata na yanzu, wanda ke nuna karuwar farashin da ake biya a ƙasashen waje. Kudin da ake biya a South32 ya ƙare a ranar Juma'a da ta gabata, yayin da Rio Tinto ya janye farashin da yake bayarwa a hukumance a ranar 2 ga Maris, galibi saboda buƙatar tantance tasirin rikice-rikice kan katsewar jigilar kaya da wadatar kayayyaki.

Kasar Japan babbar kasa ce da ke shigo da aluminum na farko a Asiya, kuma kudin aluminum na farko na kwata-kwata (wanda ya fi farashin LME) yana aiki a matsayin ma'aunin farashi ga kasuwar aluminum ta Gabashin Asiya. Dakatar da farashin da manyan kamfanonin kasa da kasa suka yi a wannan karon yana nuna cewa tsarin farashin yanki na ɗan gajeren lokaci ya shiga yanayin jira da gani, kuma kudin da ake kashewa wajen samar da kayayyaki ya karu da sauri.

Yankin Gabas ta Tsakiya yana da kusan kashi 9% na ƙarfin samar da aluminum a duniya, kuma jigilar kayan da aka haɗa da kayayyakin da aka gama ya dogara sosai akan Mashigin Hormuz. Wannan yanayi ya haifar da damuwa game da katsewar jigilar kaya, ƙarancin kayan masarufi, da jinkirin fitar da kaya, wanda ya ƙara farashin aluminum na LME, rage farashin farashi, da kuma ƙaruwar tsammanin kasuwa na ƙara yawan wadatar kayayyaki.

Masu sharhi kan harkokin masana'antu sun nuna cewa idan farashin da ake tsammani a Asiya ya karu saboda karuwar farashin da ake tsammani a cikin kasada, ko da karancin wadatar kayayyaki na ɗan gajeren lokaci zai iya sa farashin aluminum na yankin ya ci gaba da tashi na tsawon watanni da dama, wanda hakan ke kara tallafawa farashin aluminum.