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AL Circle Analysis: China’s 64% output, Asia’s 8.47% CAGR mark aluminium extrusion’s growth race

The global aluminium downstream market is being reshaped by three simultaneous forces: rapid extrusion growth in Asia, increasingly defensive trade policies, and rising demand from automotive, renewable energy, packaging and advanced manufacturing. China remains the dominant extrusion powerhouse, but India and Southeast Asia are building their own capacity and demand centres. At the same time, Chinese downstream exports are facing greater scrutiny in Australia and the US, while new applicatio ...

Alumina

China’s H1’26 alumina market’s new trade equation: 749% import surge meets 118.92MTPA capacity

China’s aluminium export surge in the first half (H1) of 2026, crossing 250,000 tonnes, has come with a surge in its alumina imports as well, feeding the smelting and primary aluminium production. China’s January-June alumina imports marked a drastic year-on-year surge of about 749.4 per cent, indicating a massive boom in demand. Y-o-Y H1 import snapshot: 2026 vs 2025 vs 2024 Comparing China’s January-to-June alumina import figures, a significant development can be noted in the H1 2026 chart ...

Primary AL

What is reshaping Vietnam’s aluminium industry landscape? Insights from SMM AICE’s visit to THQ

On July 23, 2026, a delegation from Shanghai Metals Market (SMM) conducted an on-site visit to TRAN HONG QUAN METALLURGY Co., Ltd. (THQ) in Vietnam. The delegation included: Logan Lu, CEO of SMM Cason Lou, Director of Aluminium Processing, Marketing Department Lexi Chen, Key Account Manager for Overseas Information Sales Khai Yuen Chin, Senior Overseas Aluminium Analyst The two sides held in-depth discussions on the development of Vietnam’s primary aluminium projects, domestic aluminiu ...

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