While precious metals tumbled sharply in response to the Fed Chair's hawkish remarks, aluminium bucked the trend, holding up relatively well and even exhibiting intermittent strength. On August 28, Federal Reserve Chairman Kevin Warsh, who had been in office for approximately 100 days, delivered...
Imported bauxite prices in China moved slightly higher last week amid improved activity in the spot market. No trend-level shift emerged on the supply-demand side. Although rainy-season disruptions and elevated freight rates continued to weigh on Guinea's export volumes, the country's weekly...
Grow with
AL Circle
According to General Administration of Customs of People's Republic of China (GACC), in June 2026, China exported a total of 485,000 tonnes of aluminium sheets, strips, and foil, rising 10.4 per cent month-on-month and 37.9 per cent year-on-year. Specifically, exports of aluminium strips, and...
According to data from the General Administration of Customs of People's Republic of China (GACC), China imported 449,100 tonnes of alumina in June 2026, up 2.42 per cent month-on-month and surging 343.34 per cent year-on-year. Exports stood at 265,200 tonnes, down 6.39 per cent month-on-month but...
Mysteel's daily price assessment showed that the national average price for smelter-grade alumina with a minimum purity of 98.6 per cent dropped to RMB 2,748 per tonne, down RMB 2 per tonne compared to the previous day. The slight downward price trend can be attributed to the offering prices in two...
In June 2026, China's primary aluminium trade exhibited a pronounced divergence, marked by contracting imports and surging exports. Imports declined sharply in both volume and value, while their origins remained highly concentrated, with Russia retaining its firm lead as the top supplier. On the...
Futures side: Today, the aluminium alloy 2609 contract opened higher and consolidated during the day session. It opened at RMB 23,020 per tonne in the morning session, reached a daily high of RMB 23,070 per tonne, and dipped to a low of RMB 22,925 per tonne during the session. It was last priced at...
According to data from the General Administration of Customs of People's Republic of China (GACC), China imported a total of 20.32 million tonnes of bauxite in June 2026, down 11.76 per cent month-on-month but up 12.17 per cent year-on-year. In the first half of the year, cumulative imports reached...
Last week, domestic spot alumina prices moved steadily with a weak bias, and market trading sentiment was muted. As of July 10, the weighted national average spot price for smelter-grade alumina with a minimum purity of 98.6 per cent stood at RMB 2,762 per tonne, dropped RMB 14 per tonne from a...
Riding the wave of firmer feedstock costs, the Chinese prebaked anode market has snapped its brief downtrend, with a major smelter in Shandong lifting its July procurement benchmark by RMB 30 per tonne. While current margins remain healthy above breakeven, looming new capacity is set to intensify...
China's aluminium rod processing fees staged a stair-step rally in the first half of 2026, peaking near record highs in June as tight spot supply collided with a surge in export orders, but the momentum faltered in early July as softening LME prices shut the arbitrage window, pointing to a weaker...
China's prebaked anode market navigated a turbulent first half of 2026, pivoting from a cost-driven slump to a geopolitical rally. While output climbed 8.34 per cent Y-o-Yand demand stayed firm, prices ultimately tracked the erratic swings in petroleum coke and coal tar pitch. With new capacity set...
In the first half of 2026, China's domestic cast aluminium alloy prices initially surged and created a multi-year high before pulling back. By end-June, the spot prices in East China stood at RMB 23,200 per tonne, up 18.37 per cent year-on-year, having hit a record high of RMB 24,700 per tonne...
When SHFE aluminium traded in a wide range with the average price in the first half of 2026 edging higher year-on-year, the market performance was weaker relative to LME. On the fundamentals, domestic aluminium supply rose 3 per cent year-on-year, while weak domestic demand was partially offset by...
In the first half of 2026, China's domestic alumina production rose 5.6 per cent Y-o-Y to 45.9 million tonnes, with capacity up 8.2 per cent to 120.95 million tonnes per year. June saw a 258,000 supply deficit in the southwest, covered by northern shipments. In the second half, supply tightness is...
June marked a tale of two markets for aluminium, where a macro-driven selloff clashing with resilient fundamentals. While SHFE aluminium prices tumbled to yearly lows, pressured by expectations of US rate hikes and the evaporation of Middle Eastern risk premiums, the underlying supply-demand...
Q2 2026 closed with the aluminium extrusion sector trapped in a classic supply-demand crunch. Capacity utilisation plunged to a cyclical low of 37.05 per cent, while equipment start-up rates stagnated at 55 per cent -57 per cent, exposing producers' proactive output cuts to avoid risk. Order...
From June 29 to July 3, 2026, domestic spot alumina prices fluctuated within a narrow range, with moderate trading activity in the market. As of July 3, the weighted national average spot price for smelter-grade alumina with a minimum purity of 98.6 per cent stood at RMB 2,776 per tonne, down RMB 5...
The aluminium bar market in Nanchang is currently characterised by a stark divergence: social inventories have plunged to historic lows amid severe supply-side disruptions, yet downstream demand remains sluggish as the traditional off-season sets in. While tight spot availability has propped up...
China's prebaked anode prices halted its upward trend and turned lower in June 2026. On the fundamentals, new capacity additions and maintenance shutdowns occurred in parallel, with operating rates edging down. The aluminium production remained high, supported by steady domestic demand, though...
