Market Trajectory & Trade Headwinds
Mar 30, 2026
Kev lag luam kwv yees kwv yees lub ntiaj teb npog iav lag luam kom ntaus $ 9.81 nphom hauv 2026, nce mus rau $ 13.78 nphom los ntawm 2030 ntawm 8.9% CAGR.
Txawm li cas los xij, cov nuj nqis no tau raug sim los ntawm kev nce kev lag luam tensions.
Cov qauv tariff tshiab tau siv rau thaum ntxov 2026 yog cuam tshuam ncaj qha rau cov nqi thoob plaws cov khoom siv, tshwj xeeb tshaj yog rau cov khoom siv alumina, cov txheej tshwj xeeb, thiab cov tshuaj ntxiv dag zog.
Qhov no yog yuam OEMs -tshwj xeeb tshaj yog nyob rau hauv North America thiab Europe- rov ntsuam xyuas lawv cov tswv yim nrhiav.
Cov lus teb tseem ceeb tau tshwm sim thaum Lub Yim Hli 2025 thaum Apple koom tes nrog Corning rau onshore ntau lawm rau iPhone thiab Apple Watch npog iav ntawm lub chaw tshiab Kentucky, ib qho kev txav kom meej meej tsom rau insulating nws cov saw hlau los ntawm tariff volatility.
