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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Under the game between macro and fundamentals, aluminium prices will hold up well in the short term but there is risk of correction
Futures: On Thursday night session, the most-traded SHFE aluminium 2509 contract opened at RMB 20,710 per tonne, with a highest price of RMB 20,785 per tonne, a lowest price of RMB 20,705 per tonne, and closed at RMB 20,760 per tonne. Trading volume was 43,000 lots, and open interest was 198,000...
China advances renewables marketisation by 5 years, targeting 30% electrification
Starting May 31, 2025, the electricity prices for newly commissioned renewable energy projects in China will be entirely determined by competitive bidding, with government subsidies being completely phased out. Key policy elements Full market integration: All renewable electricity will be traded in...
Aluminium uptrend supported by tight supply and positive market sentiment
In line with the forecasts indicating tight supply and rising demand in Asian countries, Kedia Advisory reports aluminium prices have increased 0.99 per cent to INR 254.85 (USD 2.90). The supply to the European factories continues to face supply constraints amid sanctions on major producer Russia,...
Global aluminium recycling market faces scrap squeeze amid surging demand
The global aluminium recycling industry is entering a new phase of accelerated growth, with a projected market value rising from USD107 billion in 2023 to USD160 billion by 2032, according to the latest business market analysis. However, industry insiders warn that high-grade scrap shortages...
AL Circle x Allison Ju: China’s aluminium market: prices, demand, imports and policy strategies
Allison Ju brings extensive expertise across the entire aluminum industry value chain, delivering comprehensive analysis on supply, demand, costs, and regulatory developments, while maintaining close engagement with leading aluminum producers globally. In an interview for ALuminium China 2025 &...
WEEKLY: China alumina output rises for 7th week, stocks hit 1-year high
China's 44 alumina producers under Mysteel's regular tracking produced 1.9 million tonnes of smelter-grade alumina during the week of August 1-7, up by 4,000 tonnes or 0.2 per cent from the prior week, according to Mysteel's latest survey. Although the increase was slightly higher than the 0.1 per...
Steady growth signals confidence in recycled aluminium’s long-term potential
The global push for low-carbon or “green” aluminium is intensifying competition for available scrap. According to global market trends research, regional economies are ramping up remelting capacities and prioritising the retention of domestically generated scrap to meet internal demand. Source:...
SMM exclusive: Overview of China’s alumina production in July 2025 and forecast for August
According to SMM data, in July 2025 (31 days), China's metallurgical-grade alumina production increased by 5.40 per cent M-o-M and 6.65 per cent Y-o-Y. As of the end of July, the existing metallurgical-grade alumina capacity in China was approximately 110.32 million tonnes, with the actual...
Beyond the kitchen: How aluminium foil is transforming global markets
The global aluminium foil consumption rose from 5.5 million tonnes in 2018 and is estimated to cross six million tonnes in 2025. As per competitive analysis market research, the world's second-largest economy by nominal GDP, China, continues to dominate the aluminium foil landscape as the world’s...
SHFE aluminum, nickel, copper futures prices edge up on week
Major futures contracts for the three key non-ferrous metals – aluminium, nickel, and copper – on the Shanghai Futures Exchange (SHFE) had all risen from the previous week by the close of the daytime trading sessions on August 8. As of 3:00 p.m. on Friday, the most-traded SHFE nickel contract for...
Prebaked anode prices adjusted in August; rising raw material prices support expectations of stable and upward price movement
During the period from July 7 to August 6, SMM prebaked anode prices showed slight divergence but overall remained relatively stable. The benchmark procurement price for August 2025 at an aluminium plant in Shandong was RMB 4,739 per tonne, down 0.21 per cent M-o-M. According to SMM, export order...
Lizhong rides high in success as two new contracts fuel share price gain by 0.7%
Lizhong Sitong Light Alloys Group, a leading Chinese producer of aluminium alloy materials and wheels, has secured two significant overseas contracts worth more than CNY 1.6 billion (USD 228 million) from prominent international automotive manufacturers. Investor optimism over the company’s growth...
DAILY: China's spot alumina prices mostly stable, futures weaken
On Thursday, Mysteel assessed spot prices for smelter-grade alumina with purity exceeding 98.6 per cent unchanged on day in four key production areas - Shandong, Henan, and Shanxi provinces and the Guangxi autonomous region - averaging between RMB 3,215 per tonne (USD 447.6 per tonne) and RMB 3,325...
Expectations for US Fed interest rate cut rise, aluminium prices remain under pressure amid off-season consumption
Futures: Last night, the most-traded SHFE aluminium 2509 contract opened at RMB 20,715 per tonne, with a high of RMB 20,725 per tonne, a low of RMB 20,655 per tonne, and closed at RMB 20,670 per tonne. Trading volume was 39,000 lots, and open interest was 229,000 lots. Last night, LME aluminium...
Beyond batteries: Lithium metal's pivotal role in advanced technologies
Lithium metal holds a critically important position in modern industry and science and technology, with extensive applications in lithium-ion batteries, chemicals, pharmaceuticals, ceramics, nuclear industry, aerospace, and metallurgy. I. Key applications 1. Lithium-ion battery materials Technical...
Bahrain loses ground in India’s alumina trade as China and France step up
India’s alumina trade landscape is witnessing a significant transformation, driven by expanding domestic capacity and a strategic shift away from traditional suppliers like Bahrain. The shift comes amid rising domestic alumina production and stabilising global market conditions, prompting Indian...
SMM Exclusive: Overview of China’s aluminium production in July 2025 and forecast for August
According to SMM statistics, domestic aluminium production in July 2025 (31 days) increased by 1.05 per cent Y-o-Y and 3.11 per cent M-o-M. The operating aluminium capacity in China increased slightly M-o-M in July, mainly due to the start-up of the aluminium Phase II replacement project in...
DAILY: Chinese spot alumina prices mark time
On Tuesday, Mysteel assessed physical prices for metallurgical-grade alumina with more than 98.6 per cent purity as unchanged in Shandong, Henan, Shanxi, Guizhou provinces and in the Guangxi autonomous region, ranging between RMB 3,215 per tonne (USD 447 per tonne) and RMB 3,325 per tonne. The...
