-- 根據彭博新聞週一報道，由於伊朗衝突導致中東鋁材供應受限，價格上漲約13%，日本對中東鋁材的依賴正在擾亂其生產。 包括豐田汽車（TYO:7203）和電裝（TYO:6902）在內的汽車及零件製造商受到衝擊，其約70%的進口鋁材來自該地區。報道稱，電裝3月減產約2萬輛。 報告稱，加藤輕金屬表示其庫存可維持到5月份，並將隨著中東鋁材供應中斷而轉向東南亞供應商。 日本預計到2025年將有約30%的鋁材進口來自該地區，這使其成為最容易受到鋁材短缺影響的國家之一。報告稱，煉油廠受損和運輸瓶頸可能導致供應緊張持續數月，隨著庫存下降，供應中斷的範圍也可能擴大。 （市場動態新聞來自與全球市場專業人士的對話。這些資訊據信來自可靠來源，但可能包含傳聞和推測。準確性無法保證。）
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