HWby u/hugo.weber·1moQuestion

建筑业铝需求展望

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建筑业的铝需求仍然是一个关键驱动因素。在全球房地产市场处于各种波动状态下,人们如何看待未来12-18个月的走势?是否有特定区域表现出韧性或显著弱点?

5 comments · 3 points
VMu/varga_maja·1mo

I think Europe is definitely showing some weakness, especially with higher interest rates impacting new construction. Asia, particularly Southeast Asia, might be more resilient for aluminum demand.

MCu/minjun.chen·1mo

Hard to say. While residential might slow, infrastructure projects often pick up the slack, and those are big aluminum users. Governments are still investing.

KKu/karimi_karim·1mo

Good point about infrastructure. I'm keeping an eye on the Middle East; they've got some massive projects that could really drive demand regardless of other market conditions.

FIu/feng.ito·1mo

Honestly, I'm more concerned about supply chain disruptions affecting aluminum availability, which could distort demand signals. Has anyone seen good data on that recently?

FAu/fatima98·1mo

Agreed on the varied states. North America seems mixed, with some areas still booming and others clearly slowing. It's not a uniform picture for aluminum demand here.

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