Enhanced molten aluminium trade is a fruit of the dim billet market in H1’25

European aluminium billet manufacturers entered 2025 with caution, and by mid-year, that caution had hardened into sweeping production cuts. The billet market, once a bellwether for demand in construction, transport, and extrusion-heavy sectors, has weakened considerably in the first half of the year. In response, a notable shift has emerged: aluminium producers are pivoting towards enhanced molten metal trade as an alternative channel to absorb surplus capacity and meet more immediate domestic needs.
The strategic shift is not merely opportunistic. It’s a calculated survival tactic rooted in price pressures and vanishing demand.
The billet problem
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