「全球铝业冲击2026：Supply Shock撼动泰国经济 —— 高位延续与新主角再生铝」 BY SO OK TRADING 2026年4月27日

2026年是“全球金属沸腾”的一年 从钢铁到铝，从铜到锡，每一条价格曲线都像无法阻挡的经济浪潮般急剧上涨。 高昂的能源、炙热的地缘政治，以及电动车（EV）和人工智能（AI）等新技术，成为撼动全球金属市场的关键驱动力。 泰国钢铁价格上涨了10–15%。而铝、铜、锡等非铁金属也纷纷触及数年来的最高水平。 这不仅仅是“价格数字”，更是工业世界重大变革的信号。 SO OK TRADING 邀请您深入洞察“金属沸腾”——当每一吨钢铁与金属都成为推动新时代全球经济的力量。

Thailand presents significant aluminum scrap opportunities due to its role as a major ASEAN processing hub, high import volumes (especially from the US), strong local manufacturing demand (automotive, electronics), and a growing focus on recycling for sustainability, with potential for suppliers in UBCs, wheels, and industrial scrap, though regulations are tightening. Key opportunities lie in supplying raw scrap to domestic smelters for ADC12 alloy production, catering to the automotive sector, and leveraging Thailand's strategic location for regional trade, but expect strict quality control and compliance. Key Opportunities Processing Hub: Thailand is a leading scrap processing center in ASEAN, transforming scrap into valuable alloys like ADC12 for industries. High Demand: Significant import volumes indicate massive local consumption, especially from the US, driven by manufacturing. Industry Focus: Strong demand from automotive, electronics, and construction sectors for recycled aluminum. Strategic Location: Ideal for refining and re-exporting, serving as a hub replacing China's role in US scrap trade. Recycling Growth: Government support and consumer interest in recycling create a robust supply chain for materials like aluminum cans (UBCs). Types of Scrap in Demand UBCs (Used Beverage Cans): High demand for clean, sorted UBC scrap. Auto Parts: Wheels, extrusions, and other aluminum components from the thriving auto industry. Industrial Scrap: Extrusion scrap, sheet scrap, and general factory offcuts.