铝期货跌至每吨2470美元以下,为七个月低点,因贸易紧张局势升级和关税对全球需求造成压力。特朗普总统宣布了全面的“互惠关税”,对进口商品征收10%的基准关税,并对包括中国(54%)、欧盟(20%)、日本(24%)和印度(26%)在内的主要经济体征收高额关税。美国还开始对进口汽车征收25%的关税,加剧了贸易中断。此前,特朗普对加拿大、墨西哥和欧盟的钢铁和铝征收25%的关税,同时对俄罗斯铝征收200%的关税,于3月12日生效。与此同时,加拿大禁止从俄罗斯进口铝和钢铁。保护主义抬头加剧了不确定性,导致铝价下跌。与此同时,产量正在增加,几内亚、澳大利亚和中国的氧化铝生产商正在扩大产能。2024年,中国的铝产量达到创纪录的4400万吨。
Aluminum futures dropped below $2,470 per tonne, a seven-month low, as escalating trade tensions and tariffs weighed on global demand. President Trump announced sweeping "reciprocal tariffs," setting a 10% baseline duty on imports and imposing steep levies on major economies, including China (54%), the EU (20%), Japan (24%), and India (26%). The US also began enforcing a 25% duty on imported vehicles, adding to trade disruptions. Earlier, Trump's 25% tariffs on steel and aluminum from Canada, Mexico, and the EU took effect on March 12, alongside a 200% tariff on Russian aluminum. Meanwhile, Canada banned Russian aluminum and steel imports. Rising protectionism has fueled uncertainty, driving aluminum prices lower. At the same time, output is increasing, with alumina producers in Guinea, Australia, and China expanding capacity. China’s aluminum production hit a record 44 million tons in 2024.