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Aluminium Market Outlook

Oceania's H1 2026 primary aluminium production rises 2.2% y-o-y to 943,000t as Q2 recovery offsets weather-hit Q1
Primary AL
The first quarter of 2026 brought a temporary setback for Oceania's primary aluminium production, but it did not define the first half of the year. Although production declined from the last year Q4, due to upstream supply disruptions and seasonal operational factors, the region regained momentum in Q2, 2026 as output strengthened. Oceania's primary aluminium production rebounded in the second quarter of 2026, rising to 476,000 from 467,000 in the first quarter, representing a 1.9 per cent qu ...
Anda expands aluminium die casting capacity to meet rising EV demand
Downstream
China's Anda Group is expanding its aluminium die casting production capacity in Huzhou as demand for lightweight automotive components continues to grow across both internal combustion engine (ICE) and electric vehicle (EV) markets. The first phase of the expansion is already operating at high utilisation, while the second phase is expected to be fully commissioned by the end of 2026. Once completed, the project will add approximately three million aluminium die cast components to the compan ...

Primary AL
Shares of Aluminum Corporation of China (Chalco) rose on Monday after its controlling shareholder, Aluminum Corporation of China (Chinalco), announced plans to increase its stake in the state-owned aluminium producer by up to USD 300 million (CNY 2 billion), reflecting confidence in the company's future development and long-term investment value. By 04:58 GMT, Chalco's Shanghai-listed shares had gained 6.4 per cent to CNY 8.98, while its Hong Kong-listed shares were up 4.2 per cent at HKD 7.9 ...
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