日本第四季度铝升水谈判久拖不决 难以弥合分歧
Wen Hua Cai Jing·2025-10-17 10:55

Group 1 - The quarterly pricing negotiations between Japanese aluminum buyers and global producers are unusually prolonged due to a significant gap in opinions regarding the premium for primary aluminum for the October-December shipping period [1] - Japanese buyers are negotiating with global suppliers like Rio Tinto and South32, with initial premium offers ranging from $98 to $103 per ton, reflecting a decrease of 5% to 9% compared to the previous quarter [1] - A Japanese processing plant representative indicated that the demand is weak and inventory levels are high, leading buyers to seek premiums in the $80 range, while current spot premiums are noted to be in the $70 range [1] Group 2 - As premiums continue to rise in the US and Europe, it is expected to tighten supply in Asia, prompting sellers to insist on higher premium levels [2] - The negotiations are anticipated to extend until the end of the month due to the ongoing discrepancies in pricing expectations [2]