The World of Aluminium Extrusions to 2035

What will drive global aluminium extrusion demand through 2035?
Global aluminium extrusion usage is projected to increase from 35.25 million tonnes in 2025 to 44.22 million tonnes by 2035, representing a 2.29% CAGR and approximately 8.97 million tonnes of incremental demand.

Growth will increasingly be shaped by electrification, renewable energy, sustainable construction, digital infrastructure and industrial manufacturing. Aluminium's strength-to-weight ratio, corrosion resistance, design flexibility and recyclability are supporting its adoption across applications where lightweighting, energy efficiency and lifecycle performance are becoming increasingly important.

Key demand drivers include:

• Electric vehicles and transportation lightweighting
• Solar PV mounting and renewable energy infrastructure
• Green buildings and energy-efficient construction
• Data centres and AI infrastructure
• Industrial automation and robotics
• Electrical and electronics applications
• Aerospace, defence and emerging mobility
• Low-carbon and recycled aluminium adoption
   

Source: AL Circle Research

Global extrusion capacity exceeds demand

Global aluminium extrusion capacity stood at approximately 49.9 million tonnes in 2025, compared with estimated demand of 35.25 million tonnes, creating a capacity surplus of around 14.65 million tonnes.

China accounts for approximately 66% of global extrusion capacity, reinforcing its position as the dominant supply base. At the same time, producers are investing in larger extrusion presses, cleaner billets and post-consumer scrap utilisation as the market moves towards higher-value applications and lower-carbon production.
 

Source: AL Circle Research

Where will aluminium extrusion demand grow the fastest?

China will remain the largest aluminium extrusion market, but growth is increasingly shifting towards emerging regions, particularly the Rest of Asia-Pacific (ROAP). 

ROAP is projected to record the fastest regional growth through 2035, supported by China+1 manufacturing strategies, infrastructure expansion in India and Southeast Asia, and the localisation of EV and solar manufacturing. 

Meanwhile, Europe is moving towards high-value, low-carbon extrusions, North America is positioned for a long-term rebound, and the Middle East, Africa and South America are benefiting from infrastructure and urbanisation-led demand.
 

Source: AL Circle Research

Data centres emerge as a new growth engine

The rapid expansion of AI, cloud computing and hyperscale data centres is opening a high-value growth opportunity for aluminium extruders.

Rising computing densities are increasing demand for lightweight, thermally efficient and precision-engineered aluminium profiles across:

• Server racks and structural frames
• Heat sinks and cold plates
• Liquid-cooling channels
• Aluminium busbars and power distribution
• Aisle-containment structures
• Solar PV framing and tracking systems
• Grid and substation infrastructure

The opportunity extends beyond data centre facilities. The renewable energy and grid infrastructure required to power these facilities is creating additional demand for extruded aluminium, positioning data centres as a broader growth catalyst across the value chain.

Which end-use sectors will drive the next phase of growth?

Building & Construction will remain the largest consumer of aluminium extrusions through 2035. However, faster growth in transportation, electrical & electronics and industrial applications is expected to gradually reshape the demand mix.

Transportation demand is being supported by EV adoption and lightweighting, while electrical and electronics applications are gaining momentum from thermal management, power distribution and digital infrastructure. Industrial demand is being supported by automation, robotics, machinery and modular manufacturing.
 

Source: AL Circle Research

What strategic opportunities does the market present?

The changing demand landscape is creating opportunities across the aluminium extrusion value chain.

1. For extrusion producers: Capacity expansion near high-growth markets such as India, Vietnam and Mexico, alongside automated high-speed press lines, can support demand for precision EV and solar profiles.
2. For billet producers and raw material suppliers: Low-carbon primary aluminium and recycled billet are becoming increasingly important as customers seek to meet tightening sustainability requirements.
3. For recyclers and traders: Closed-loop recycling capabilities can help capture the growing demand for recycled and low-carbon extrusion feedstock.
4. For OEMs and industrial buyers: Long-term sourcing strategies and regional supply partnerships can help manage supply tightness, geopolitical risks and changing trade dynamics.

Why should you refer to this report now?

The global aluminium extrusion market is growing, but the next phase of growth will not be evenly distributed. New demand centres are emerging, established markets are changing and capacity continues to exceed current consumption.

This report helps industry stakeholders assess where the market is heading and where the strongest opportunities are emerging.

• Identify high-growth regions: Assess regional demand trends and the growth potential of emerging markets, particularly across Asia-Pacific.
• Track changing demand patterns: Understand how transportation, electrical & electronics and industrial applications are gaining ground alongside traditional construction demand.
• Assess emerging applications: Evaluate new demand opportunities from EVs, renewable energy, data centres, AI infrastructure and industrial automation.
• Understand capacity dynamics: Assess global extrusion capacity against demand and the implications for producers and suppliers.
• Prepare for low-carbon demand: Track the growing importance of recycled feedstock, cleaner billets and low-carbon aluminium.
• Evaluate strategic opportunities: Identify the markets, applications and industry shifts that could shape extrusion demand through 2035.

Where are the strategic opportunities emerging?

The changing market structure is creating opportunities across the aluminium extrusion value chain.

• Extrusion producers: Align capacity and technology with high-growth applications such as EV, solar and precision industrial profiles.
• Billet producers and raw material suppliers: Prepare for increasing demand for low-carbon primary aluminium and recycled feedstock.
• Recyclers and traders: Strengthen closed-loop recycling capabilities as demand for recycled extrusion feedstock grows.
• OEMs and industrial buyers: Evaluate regional sourcing strategies and long-term supply partnerships amid changing trade flows and supply dynamics.

Who should refer to this report?

This report is relevant for decision-makers across the aluminium extrusion value chain, including:

• Aluminium extrusion manufacturers and billet producers
• Primary aluminium producers and recyclers
• Automotive OEMs and component suppliers
• Construction and infrastructure companies
• Renewable energy developers
• Electrical and electronics manufacturers
• Procurement and sourcing professionals
• Traders and distributors
• Investors and financial institutions
• Government agencies and policymakers

How this strategic industry assessment was developed