「Copper Crunch 2026: 銅は世界を変える — SO OK TRADINGによる2026年第2四半期の銅価格分析｜価格急騰！事業者が知るべき買い・売りポイント｜戦争・AI・EV：戦略的金属としての銅の未来」 : 2026年4月1日

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.

✨ 金は調整・原油は下落・産業金属は急騰：世界市場の転換点 ✨ 世界市場は大きな転換期を迎えています！ 金：短期的には売り圧力に注意。しかし長期的には新たな積み増しの好機。 原油：和平報道後に急落。明確な下落トレンドへ。 産業金属：力強い反発。世界経済の信頼回復を映し出す。