Mexico and Argentina take different AD actions on Chinese aluminium products
Mexico and Argentina are moving in different directions on aluminium imports from China. Mexico has imposed a new anti-dumping duty on aluminium bars, rods and profiles, while Argentina has dropped its existing anti-dumping order on certain aluminium tubes. Mexico has issued an anti-dumping duty...
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...
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Demand resilience stands out amidst dual decline in production; prebaked anode supply may rebound slightly in July
According to SMM survey estimates, China's prebaked anode production in June 2025 reached 1.9386 million tonnes, down 1.75 per cent Y-o-Y and 1.23 per cent M-o-M. Among this, the production of supporting prebaked anodes was 857,300 tonnes, while the production of commercial prebaked anodes was...
Aluminium scrap market remains at a high level during off-season, with cost pressure for secondary aluminium alloy hard to alleviate
This week, the domestic aluminium scrap market continued to fluctuate at highs, with significant price differentiation. Spot primary aluminium prices fluctuated at highs during the week. As of July 3, the SMM A00 aluminium ingot prices closed at RMB 20,860 per tonne, up RMB 250 per tonne from last...
US and Europe secure rare earth deal with China, pushing India to prioritise domestic production expansion
China’s move to restart rare earth exports to the US has eased pressure on American industries after nearly two months of restrictions. While some European firms have also secured limited export licenses to avoid production disruptions, India despite being a major importer of Chinese rare earths...
EU's China-focused anti-dumping measures to expire soon: Will it extend past 2026?
As of July 1, 2025, the European Commission has fired the starting gun on what could be one of the most consequential trade decisions for the European aluminium industry in recent years. The Commission has issued an official notice of impending expiry for the anti-dumping duties currently levied on...
World primary aluminium production grows in May, with China, Africa, and North America touching 5-month high
According to the International Aluminium Institute (IAI), the world’s primary aluminium production in May 2025 trended up over a month, mirroring the pattern observed in the same period last year—but with a sharper pace of growth. While in May 2024, the world’s output had grown by 2.22 per cent...
China’s aluminium push in Indonesia faces naval land objections
The Indonesian Navy has expressed strong objections to the planned USD 4.9 billion alumina refinery on Singkep Island in Indonesia’s Riau Islands province. Image for referential purposes only The project is being developed by China’s Tianshan Aluminium through its local subsidiary, Tianshan Alumina...
Yongmaotai Automotive to navigate trade uncertainties with twin expansion in Mexico & Indonesia
Yongmaotai Automotive Technology, a Chinese manufacturer of aluminium alloy auto parts, has announced plans to invest CNY 450 million (USD 62.8 million) in a new factory in Mexico. The move aims to help its European and US clients navigate uncertainties in global trade policies. According to a...
Xiaomi faces 400+ consumer complaints over its year-long delivery waitlist
No matter what age we purchase a car, everyone waits for the delivery to be completed and can go for the first drive. But what happens when this gets delayed beyond expectation? A similar backlash is faced by Xiaomi, a Chinese-based multinational corporation, for the delayed delivery of its YU7...
Guinea's bauxite Q1’25 exports up 39% amid licence cancellations. China leads in demand!
Guinea's bauxite exports witnessed a 39 per cent surge in Q1 2025, valued at 48.6 million tonnes, despite ongoing setbacks concerning the cancellation of the licenses of major operators. The majority of Guinea's bauxite in Q1 2025 was exported to China, where aluminium production further recovered,...
The centre of overnight cast aluminium alloy prices moved up again, with sluggish spot cargo transactions
Futures Market: Overnight, the most-traded cast aluminium alloy AD2511 futures contract opened at RMB 19,830 per tonne, peaking at RMB 19,935 per tonne and bottoming at RMB 19,810 per tonne before closing at RMB 19,880 per tonne. The settlement marked a RMB 55 per tonne or 0.28 per cent increase...
The aluminium processing industry PMI drops 9.7 per cent in June ’25
The aluminium processing industry experienced a marked downturn in June 2025, with the composite Purchasing Managers’ Index (PMI) dropping to 40.1 per cent. This decline of 9.7 percentage points from May and 1.5 per cent year-on-year firmly placed the index in contraction territory below the...
In June, the operating capacity of alumina rebounded by 3.14% M-o-M; In July, the operating capacity is expected to be largely stable
According to SMM data, China's metallurgical-grade alumina production in June 2025 (30 days) decreased by 0.19 per cent M-o-M and increased by 6.1 per cent Y-o-Y. As of the end of June, China's existing capacity for metallurgical-grade alumina was approximately 110.82 million tonnes, with actual...
Researchers from China create rGO/MoS₂ nanoflower cathode - enhancing aluminium-ion batteries’ performance
With the rising demand for electric vehicles and electronic devices, the development of high-capacity, fast-charging, and cost-effective rechargeable batteries has become increasingly urgent. Aluminium-ion batteries (AIBs) have emerged as a promising candidate thanks to aluminium's abundant...
China and India cut Indonesian coal Imports in favour of higher-grade alternatives
Top thermal coal importers China and India are significantly reducing their purchases from Indonesia, the world’s largest coal exporter, in favour of higher-energy coal from alternative sources. This strategic shift comes as a global decline in prices has made more energy-dense coal grades...
China Airlines delays retirement of older aircraft amid Boeing 787 delivery setbacks, possibly due to tariffs on aluminium and steel
China Airlines, Taiwan’s oldest carrier, founded in 1959, has postponed plans to retire several older aircraft due to ongoing delays in receiving its Boeing 787-9 jets. The setback may trigger compensation clauses outlined in the purchase contract, according to newly appointed Chairman George Kao....
China’s rare earth export curb prompts "force majeure" claims, putting India’s auto and EV supply chains at risk
Over 35 Indian importers have not received any shipment of rare earth magnets alongside pending licence approval from China, creating havoc in the automobile sector. Importers of China are now in legal consultation to eliminate the possibility of a "force majeure clause (FMC)" within their supply...
Behind the LME aluminium shortfall is Russia-China story with no easy fix
There was a time when LME aluminium inventory (opening stock) was at 1.47 million tonnes. Only four years ago in July 2021, Live Warrants were at 8,97,275 tonnes and Cancelled Warrants at 5,68,500 tonnes. Fast-forward four years, LME aluminium opening stock came in at 340,975 tonnes, marking a...
Two cons form a pro: Russia & China’s $612.1M aluminium trade is a shout-out for a win-win tale
Over the past few years, Russia has ramped up its aluminium exports to China and other Asian economies. According to the latest trade data by the Chinese Statistical Service, China imported USD 612.1 million worth of Russian aluminium in April 2025 alone, which accounts for close to double the...
