Here’s why China’s aluminium trade confidence, despite repeated tariff lashes and export dip, is what it is…
In a recent comment, He Zhigang, Deputy General Manager of Henan Mingtai Al. Industrial Co. said that China’s producers are “numb to tariffs,” citing years of trade restrictions imposed by Western countries. He added that demand for the metal produced in China remains strong due to its competitiveness. “It just needs a bit of time to overcome this round of anti-dumping from the US,” Mr Zhigang said at the industry conference. But, where does such an upper-hand statement stem from? As a matter of fact, the numbers are volatile when it comes to trade (especially exports) for the Asian country.
According to the data provided by the International Aluminium Institute, the estimated total primary aluminium production for the first two months of 2025 was 7,123 thousand tonnes in China. Whereas, the estimated total for CY 2024 stood at 43,396 thousand tonnes of aluminium.
When compared with the world total output of 11881 thousand tonnes in the first two months of 2025, China occupied close to 60 per cent of the cumulative manufacturing market. Similarly, world production for CY 2024 stood at 72,863 thousand. Here, China grabbed 59.55 per cent market share in year-long primary aluminium output.
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