Europe’s aluminium sector under strain; Premiums, smelter disruption and CBAM tighten the market

Europe’s aluminium market is being squeezed from three sides at once: soaring premiums, a major smelter shutdown and the countdown to CBAM. Together, these pressures are tightening supply, inflating costs and reshaping trade flows across the continent as 2025 draws to a close.

Premiums surge as supply tightens across Europe
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