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市場調査レポート
商品コード
1712528
アルミニウムの世界市場 (2025-2032年)Global Aluminum Market - 2025-2032 |
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カスタマイズ可能
適宜更新あり
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アルミニウムの世界市場 (2025-2032年) |
出版日: 2025年04月22日
発行: DataM Intelligence
ページ情報: 英文 180 Pages
納期: 即日から翌営業日
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世界のアルミニウムの市場規模は、2024年の2,318億2,000万米ドルから、予測期間中はCAGR 7.11%で推移し、2032年には4,016億米ドルに達すると予測されています。
アルミニウムは地殻中で2番目に豊富な金属元素であり、その軽量性、耐食性、耐久性に優れる特性から、さまざまな産業において不可欠な存在となっています。2023年の世界の一次アルミニウム生産量は約7,000万トンと推定されており、中国が4,100万トンでトップ、インド、ロシア、カナダがそれに続きました。このような広範な生産状況は、輸送、包装、建設、電力伝送といった各分野におけるアルミニウムの重要な役割を裏付けています。
アルミニウムの需要は、複数の産業分野における幅広い用途に支えられ、継続的な上昇傾向を示しています。特に輸送分野では、自動車、航空機、船舶の製造にアルミニウムが使用され、建設業界では、窓枠、ドア、外壁材などに活用されています。さらに、アルミニウムはリサイクルが可能なことから、産業における重要な要素となっており、自動車、家電製品、飲料缶などが主なリサイクル資源として持続可能な取り組みに貢献しています。
アルミニウム市場の動向
アルミニウム市場では、リサイクルへの注目がますます高まっており、これが産業における重要な側面となっています。リサイクルアルミニウムの生産には、一次アルミニウムの製造に必要なエネルギーのわずか5%しか必要とせず、経済的にも環境的にも大きな利点があります。このリサイクルへのシフトは、アルミニウムが性質を失うことなく無限にリサイクル可能であるという特性に支えられており、世界的な持続可能性目標に沿った取り組みとなり、業界全体のカーボンフットプリント削減にも貢献しています。
ダイナミクス
政府主導のインフラ拡大がアルミニウム消費を加速する
政府主導によるインフラ投資が、アルミニウム需要の大幅な成長を促進しています。米国では、Bipartisan Infrastructure Lawにより、輸送、エネルギー、ブロードバンドプロジェクト向けに総額1兆2,000億米ドル以上が割り当てられており、多くのプロジェクトで建設用途や電力用途に大量のアルミニウムが必要とされています。同様に、インドの国家インフラパイプラインNational Infrastructure Pipelineも、2025年までに推定1兆4,000億米ドルの投資を予定しており、鉄道、電力送電、スマートシティなどの分野でアルミニウム使用を促進しています。これらの大規模な取り組みは、現代のインフラ開発におけるアルミニウムの重要な役割を改めて浮き彫りにしています。
当レポートでは、世界のアルミニウムの市場を調査し、市場概要、市場成長への各種影響因子の分析、各種区分・地域/主要国別の詳細分析、主要企業のプロファイルなどをまとめています。
Global aluminum market size reached US$ 231.82 billion in 2024 and is expected to reach US$ 401.60 billion by 2032, growing with a CAGR of 7.11% during the forecast period 2025-2032.
Aluminum is the second most abundant metallic element in the Earth's crust and has become integral to various industries due to its lightweight, corrosion-resistant, and durable properties. In 2023, global primary aluminum production was estimated at 70 million tons, with China leading the output at 41 million tons, followed by India, Russia, and Canada. This widespread production underscores aluminum's critical role in sectors such as transportation, packaging, construction, and electrical transmission.
The demand for aluminum has seen a consistent upward trajectory, driven by its extensive application across multiple industries. Notably, the transportation sector utilizes aluminum for manufacturing automobiles, airplanes, and marine vessels, while the construction industry incorporates it into windows, doors, and siding. Additionally, aluminum's recyclability has become a significant component of the industry, with sources including automobiles, appliances, and beverage cans, highlighting its contribution to sustainable practices.
Aluminum Market Trend
A trend in the aluminum market is the increasing emphasis on recycling, which has become a crucial aspect of the industry. Recycling aluminum requires only about 5% of the energy needed to produce primary aluminum, making it both economically and environmentally advantageous. This shift towards recycling is driven by the metal's infinite recyclability without loss of properties, aligning with global sustainability goals and reducing the industry's carbon footprint.
Dynamics
Government-Led Infrastructure Expansion Accelerating Aluminum Consumption
Government-backed infrastructure investments are driving substantial growth in aluminum demand. In the US, the Bipartisan Infrastructure Law allocates over US$ 1.2 trillion toward transportation, energy, and broadband projects, many of which require large volumes of aluminum for construction and electrical applications. Similarly, India's National Infrastructure Pipeline involves an estimated investment of US$ 1.4 trillion through 2025, promoting aluminum use in sectors like railways, power transmission, and smart cities. These large-scale initiatives underscore aluminum's critical role in modern infrastructure development.
Energy-Intensive Smelting Process Contributing to High Production Costs and Emissions
The aluminum smelting process is highly energy-intensive, with energy costs comprising approximately one-third of total production expenses. This substantial energy consumption contributes to elevated production costs and significant greenhouse gas emissions. Notably, the industry accounts for about 2% of global greenhouse gas emissions, equating to roughly US$ 1.1 billion tons of CO2 annually.
The global aluminum market is segmented based on product, form, application, end-user and region.
Aluminum Alloys Fueling Growth in Automotive and Construction Sectors
Aluminum alloys are playing an increasingly critical role in the automotive industry, particularly in India. According to the Indian Ministry of Mines, the country produced over 4.1 million tons of primary aluminum in 2023, representing around 6% of the global output. A significant portion of this aluminum is used in the production of alloy wheels and lightweight vehicle components, aligned with the government's push for electric mobility and fuel efficiency standards under FAME II and BS-VI regulations.
In the construction sector, aluminum alloys are being widely adopted due to their high strength-to-weight ratio and corrosion resistance. The US Geological Survey reported that domestic primary aluminum production in the US was approximately 880,000 metric tons in 2023, with major use in building facades, window frames, and other structural components. This demand is supported by public infrastructure projects and energy-efficient building mandates at the federal and state levels.
Rising Infrastructure and Industrialization Driving Aluminum Demand in Asia-Pacific
The Asia-Pacific region, particularly China, plays a pivotal role in the global aluminum market. In 2023, China's primary aluminum production reached a record 41.59 million metric tons, marking a 3.7% increase from the previous year. This growth, however, represents the third consecutive year of deceleration, influenced by factors such as power shortages in southwestern regions like Yunnan. These shortages were due to insufficient hydropower supply, leading to production constraints.
In India, government initiatives have significantly impacted aluminum demand, especially in the construction sector. The 2024-25 budget allocated US$ 32 billion for rural development, aiming to enhance infrastructure and housing in rural areas. This substantial investment is expected to boost demand for construction materials, including aluminum, as the country focuses on improving rural infrastructure.
Impact of US Tariffs
The imposition of US tariffs on aluminum imports has significantly influenced the global aluminum market, affecting trade flows, pricing, and production dynamics. In response to the 25% tariff imposed by the US on aluminum imports, key suppliers have redirected their exports to alternative markets. Canada, which accounted for approximately 85% of US aluminum imports in 2024, began channeling more aluminum to Europe to mitigate the impact of US tariffs.
The shift has led to increased aluminum supply in European markets, exerting downward pressure on prices there. Specifically, the Rotterdam P1020A duty-paid premium declined from US$ 370 per ton in early January to US$ 320-330 per ton, reflecting this increased supply. Domestically, the tariffs have contributed to a rise in US aluminum prices.
The Platts US Midwest Transaction premium, a benchmark for aluminum pricing, increased from 18.8 cents per pound at the end of 2024 to 23.8 cents per pound by mid-January 2025. This escalation reflects the market's anticipation of constrained supply due to the tariffs.
The major global players in the market include United Company RUSAL, ALUMINUM CORPORATION OF CHINA LIMITED, Rio Tinto Group of Companies, Alcoa Corporation, Norsk Hydro ASA, Emirates Global Aluminium PJSC, Vedanta Limited, China Hongqiao Group Limited, Century Aluminum Company, and Kaiser Aluminum Corporation.
Target Audience 2024
LIST NOT EXHAUSTIVE