Energy costs drive China's August inflation as non-ferrous metals surge 20.8%
China's producer inflation accelerated in August as higher energy and non-ferrous metal prices pushed industrial costs higher, while weak domestic demand kept consumer inflation subdued. China's factory-gate inflation accelerated in August, with non-ferrous metal smelting and processing prices...
China’s 45Mt aluminium cap pushes producers overseas as global dominance grows
China’s aluminium industry is running close to its limits in 2026. As Shanghai aluminium prices near a three-month high, historically low raw material costs and strong smelter margins encourage producers to operate at maximum capacity. National aluminium output remains above Beijing’s...
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Beijing tightens reins on copper and alumina projects to stop “disorderly expansion”
China is moving to slow the rapid build-out of its metals industry, signalling that the next five-year plan will put tighter controls on new copper and alumina capacity. The National Development and Reform Commission (NDRC) said local governments must strengthen feasibility studies for major...
India's solar protectionism against China backfires: Fragile supply chain & rising reliance on chinese cells
On December 19, 2025, China's Ministry of Commerce officially confirmed that it had submitted a request for consultations with the World Trade Organization (WTO) regarding India's subsidy measures for photovoltaic (PV) products and tariff measures on information and communication technology...
GACC: China's Jan-Nov bauxite imports jump 29% YoY
China imported 186 million tonnes of bauxite during January-November, up 29.4 per cent from the same period last year, according to the latest data released by the country's General Administration of Customs (GACC). In November alone, China's bauxite imports reached 15.11 million tonnes, rising by...
45MT cap in name only! China’s influence on the global aluminium market lives on through Asia
As China edges closer to its self-imposed primary aluminium production cap of 45 million tonnes, a set of billion-dollar questions is reverberating in air. Is the global market counting days for supply deficit? Will anybody step in to bridge the gap? If yes, then who can do so at scale? While these...
Net primary aluminium imports dropped to below 100,000 tonnes in November
According to data from the General Administration of Customs, China’s primary aluminium imports in November 2025 were approximately 147,000 tonnes, down 40.8 per cent M-o-M and 2.5 per cent Y-o-Y. Primary aluminium exports were about 53,000 tonnes, up 116.2 per cent M-o-M and 182.6 per cent Y-o-Y,...
GACC: China's Jan-Nov aluminum scrap imports up 12% YoY
China's imports of aluminum scrap during January-November this year totalled 1.8 million tonnes, higher by a significant 12.2 per cent compared with the same period last year, according to the latest data released by the country's General Administration of Customs (GACC). In November alone, China's...
Beijing keeps rare earths tight despite Trump deal, reviving US supply concerns
Even after President Donald Trump announced a rare earth “truce” with Chinese President Xi Jinping in late October, US companies say the promised relief has yet to materialise on the ground. Market participants report that China is still limiting access to key rare earth inputs needed to build...
Year-End aluminium scrap demand rises, cost support for secondary aluminium becomes significant
Futures: The most-traded cast aluminium alloy 2601 futures contract opened at RMB 21,300 per tonne overnight, hit a high of RMB 21,395 per tonne, touched a low of RMB 21,105 per tonne, and finally closed at RMB 21,190 per tonne, down RMB 45 per tonne. Trading volume was 14,228, a decrease of 8,550...
Israel imposes five-year anti-dumping duties on Chinese aluminium profiles and tubes
Israel has taken a major step to protect its aluminium industry by imposing anti-dumping duties on imports of aluminium profiles and tubes from China for the next five years. The decision, announced by Minister of Economy and Industry Nir Barkat, follows an investigation that concluded Chinese...
Xinjiang shipments see recovery: How will year-end aluminium ingot inventory play out?
Recently, the domestic aluminium ingot market inventory structure has undergone a phased adjustment. The previously troubling backlog of shipments from Xinjiang has been gradually resolved, leading to a rebound in supply chain circulation efficiency. However, at the same time, inventory buildup...
BCA shares 2026 aluminium production outlook — a journey through ups and downs
According to BCA Research, aluminium prices are expected to remain comparatively firm in the near term, owing to the tight primary supply in China and the wide pricing difference between copper and aluminium. Image for representational purposes only Explore- Most accurate data to drive business...
Bauxite drives on the capesize demand, keeps the export ship afloat
Bauxite exports from Guinea have maintained a strong drive for the capesize market. Guinea is the largest exporter of bauxite, securing 69 per cent of global bauxite export, as of 2025. China, being its primary customer, dominates the market. Projections show a firm foothold of bauxite in the...
Global aluminium scrap trade rises 3 per cent in Jan-Oct'25, volatility likely in CY'26
Global aluminium scrap trade volumes, including intra-European trade, increased by 3 per cent y-o-y in the first ten months of 2025 (10MCY'25). India remained the key demand driver, increasing its imports by 15 per cent to 1.65 mnt, especially from the EU, UK, and Middle East. Total exports in...
WEEKLY: China's alumina output falls, stocks rise to new high
During the December 12-18 week, production of metallurgical-grade alumina among the 44 Chinese producers tracked by Mysteel fell to 1.84 million tonnes, down 1.3 per cent on week, according to Mysteel's survey. Though this marked the lowest weekly output level since early September, production was...
Aluminium gains as LME prices approach highest levels since May 2022
Aluminium prices saw a slight uptick of 0.21 per cent, closing at USD 284.5. This rise is owed to the positive trend in London Metal Exchange (LME) aluminium, which climbed to nearly USD 2,970 per tonne, reaching its highest point since May 2022. The rise in the aluminium price is deemed to have...
Expectations for US Fed interest rate cuts heat up, SHFE aluminium maintains a fluctuating trend
Futures: In the night session on December 23, the SHFE aluminium 2602 contract opened at RMB 22,290 per tonne, reached a high of RMB 22,305 per tonne, a low of RMB 22,055 per tonne, and closed at RMB 22,160 per tonne, down 0.16per cent. Trading volume was 164,000 lots, and open interest was 292,000...
From Turkey to China: Which companies are leading global aluminium foil production?
The market for aluminium foil has expanded to a total of USD 38.55 billion in 2024 and will continue to grow at a CAGR of 5.05 per cent till 2030. This is largely due to capital investments made by major manufacturers in their production capacity and the expanding applications of aluminium foil in...
CNIA: China's aluminium sector peaks carbon emissions in 2024
The Action Plan for Carbon Peaking in China's Nonferrous Metals Industry, jointly released by three government departments in November 2022, requires renewable energy to account for more than 30 per cent of energy consumption in the country's primary aluminium industry during the 15th Five-Year...
