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Downstream Aluminium

Robust aluminium semis exports underscore China demand resilience amid supply pressures
Downstream
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 sheets reached 354,000 tonnes, up 10.7 per cent month-on-month and 44.1 per cent year-on-year, while aluminium foil exports stood at 131,000 tonnes, increasing 9.7 per cent month-on-month and 23.7 per ce ...
The aluminium processing operating rate fell 0.2 percentage points to 61.1 per cent this week, the off-season effect deepened and continued
Downstream
This week, the operating rate of leading Chinese aluminium downstream processors fell to 61.1 per cent, down 0.2 percentage points W-o-W. The off-season effect deepened, putting broad-based pressure on various sectors. Aluminium plate/sheet and strip, aluminium wire and cable, and aluminium foil kept operating rates stable, providing bottom support, while primary aluminium alloy led the decline, and aluminium extrusion and secondary aluminium moved lower this week. The operating rate of prima ...

Downstream
US-based semi-fabricated aluminium producer Kaiser Aluminum Corporation reported its strongest-ever second-quarter (Q2) financial performance for the period ended June 30, 2026, supported by higher aluminium prices, stronger conversion revenue and improved operating performance. The company also maintained its quarterly dividend at USD 0.77 per share. Financial highlights: Q2 2026 vs Q2 2025 The financial performance of Kaiser strengthened considerably over Q2 2026, surpassing the financial ...
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