-- ANZリサーチが火曜日に発表したレポートによると、ANZ世界商品価格指数は4月に前月比0.8%下落し、特にバターと無水乳脂肪を中心に乳製品価格が高騰した。 乳製品価格は前月比3.8%、前年同月比7.5%下落し、世界的な供給過剰を反映している。世界的な供給見通しは価格下落傾向を示していたが、中東紛争によって一時的に中断された。 一方、食肉・繊維指数は3月からわずか0.2%の上昇にとどまった。牛肉価格は小幅下落したが、羊肉と羊毛価格は上昇した。ニュージーランドの供給量が季節的に増加したことで国内価格に若干の下落圧力がかかったものの、旺盛な需要により海外価格は高止まりしている。 園芸作物指数は4月は横ばいだった。リンゴとゴールドキウイフルーツの初出荷分がようやく海外市場に到着したばかりである。 林業指数は4月に7.1%上昇し、前年同月比では9.2%上昇した。これは生産・輸送コストの上昇を部分的に反映したものである。 アルミニウム価格は前月比6.3%上昇し、過去最高値を更新、前年同月比では約51%も急騰した。3月にはアラブ首長国連邦の大規模アルミニウム精錬所が損傷を受け、世界的な供給逼迫につながった。中東は世界のアルミニウム生産量の約8～9%を占めている。
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