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铝和镍价都触及多年新高,因供应趋紧且需求旺盛。伦敦市场镍价一度上涨2.6%至七年高点,铝价更是一度上扬3.4%至2008年以来最高水平。这两种金属都受益于亚洲大国对能源密集行业排放的打压,而它们在绿色革命中所扮演的角色则提振其长期前景。从短期来看,建筑和耐用品等领域的需求正在飙升,同时物流运输问题使得难以将金属运到需要的地方。引发大宗商品市场震荡并推动铝价升至13年高点的全球供应链问题不太可能在短期内得到缓解。在周五结束的北美最大铝业会议上,这是生产商、消费者、贸易商和航运公司达成的一致看法;因需求激增,且出现运输瓶颈和生产限制,铝价今年以来上涨了48%,引发了市场对通胀的担忧,消费品生产商面临原材料短缺和成本大幅上涨的双面夹击;许多与会人士预计,2022年多数时间供应问题将继续拖累该市场,一些人预测最长可能要五年时间才能解决问题。

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