China’s downstream aluminium market in Q1 ’25: Cracks emerge in trade landscape

Since January, US President Donald Trump has announced the probable implementation of tariffs. He did not disclose the details then, but the history made aluminium traders susceptible to the future of the global aluminium import-export scenario, which, with time, proved to be true. China’s downstream aluminium product exports deflated while domestic consumption numbers balanced the production vs demand scenario.
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Image for representational purposes only
China’s downstream aluminium domestic sector remained a cornerstone of its industrial economy in the first quarter of 2025, with total domestic consumption touching 9.7 million tonnes. This consumption, spanning multiple industrial segments, was valued at approximately USD 25.2 billion.
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