铝涨价了，这次轮到美国着急了

Group 1 - Aluminum prices have surged, reaching nearly $2,880 per ton on the London exchange, driven by high global demand and supply chain disruptions [2] - The U.S. aluminum market is heavily reliant on imports, with tariffs increasing costs and leading to a significant drop in inventory levels, now only sufficient for 35 days of use [2][5] - Domestic aluminum production in the U.S. is insufficient to meet demand, with only a few plants operating at limited capacity, causing manufacturers to face rising costs and reduced competitiveness [3][5] Group 2 - China dominates the global aluminum market, benefiting from low electricity costs and a complete supply chain, while U.S. manufacturers struggle with high prices and tariffs [3][6] - The high cost of aluminum is impacting high-tech industries, with companies like Google and Microsoft delaying projects due to budget overruns caused by rising material costs [3][6] - The aluminum shortage is expected to worsen, with analysts predicting a potential shortfall of 290,000 tons next year, which could push prices above $3,000 per ton [5][6] Group 3 - U.S. manufacturers are exploring alternatives such as aluminum recycling and optimizing designs to mitigate rising costs, but these solutions do not address the fundamental supply issues [5][8] - The current situation reflects a broader trend of dependency on foreign supply chains, with over 60% of manufacturers expressing concerns about supply disruptions [6][8] - The aluminum price increase is likely to have a lasting impact on consumer goods, leading to higher prices for products like smartphones and beverage cans [5][8]