Industry News
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Alcoa launches major strategic restructuring, Quinana factory permanently shut down to reshape global production capacity layout
In the third quarter of 2025, Alcoa Corp officially announced the permanent closure of its Kwinana alumina refinery in Australia and plans to include approximately $890 million in restructuring and related expenses. After this is completed, Alcoa’s global comprehensive refining capacity wil...Read more -
EU and US trade representatives will meet this week to restart negotiations on metal export tariffs
According to relevant sources, EU Trade Commissioner Sevkovic will meet with US Trade Representative Greer during the ASEAN Ministerial Summit in Kuala Lumpur this week, aiming to restart the stalled negotiations on steel and aluminum export tariffs. Since the emergence of related tariff issues, ...Read more -
China’s Aluminum Industry Output Summary for August 2025
China’s aluminum industry showed mixed performance in August 2025, with steady overall output growth amid structural adjustments across the supply chain. According to the latest data, primary aluminum production reached 3.79 million tons, marking a 2.66% year-on-year increase and a 0.35% mo...Read more -
Electrolytic aluminum ‘production reduction puzzle’: capacity transfer, technological transformation shutdown or demand differentiation between cold and hot
According to data from the National Bureau of Statistics, the production of ten types of non-ferrous metals in China reached 6.98 million tons in August 2025, a year-on-year increase of 3.8%. The cumulative production from January to August was 54.32 million tons, a year-on-year increase of 3.1%....Read more -
Implicit inventory becomes explicit! Can the cost support of aluminum prices withstand excess pressure behind the leasing transaction of Tok?
The latest data from the London Metal Exchange (LME) shows that as of the week ending September 5th, LME’s aluminum inventory increased to 484675 tons, reaching a new high in five months. The increase in inventory mainly comes from the explicit operation of implicit inventory in Asian wareh...Read more -
Trump’s steel and aluminum tariffs are “making a comeback” with an even broader scope: the dilemma of the “double-edged sword” in the steel and aluminum industry chain...
When the US Department of Commerce announced the imposition of a 50% tariff on over 400 types of steel and aluminum derivatives, this seemingly “protecting domestic industries” policy operation actually opened Pandora’s box for the restructuring of the global industrial chain. F...Read more -
50% aluminum tariffs hit US manufacturing hard: Ford’s annual loss may reach $3 billion. Can recycling technology break the deadlock?
It is reported that the US policy of imposing a 50% tariff on aluminum products continues to ferment, causing an earthquake in the aluminum supply chain. This wave of trade protectionism is forcing the US manufacturing industry to make a difficult choice between soaring costs and industrial trans...Read more -
“Made in Sichuan” aircrafts win a massive 12.5 billion yuan order! Will these metal prices take off? Understanding the industrial chain opportunities in one article
On July 23rd, 2025. There was good news for the low altitude economy. At the first International Low Altitude Economy Expo, Shanghai Volant Aviation Technology Co., Ltd. (Volant) signed a tripartite cooperation agreement with Pan Pacific Limited (Pan Pacific) and China Aviation Technology Interna...Read more -
Casting aluminum futures prices rise, opening and strengthening, with light trading throughout the day
Shanghai futures price trend: The main monthly 2511 contract for aluminum alloy casting today opened high and strengthened. As of 3:00 pm on the same day, the main contract for aluminum casting was reported at 19845 yuan, up 35 yuan, or 0.18%. The daily trading volume was 1825 lots, a decrease of...Read more -
The dilemma of “de Sinicization” in North American aluminum industry, with Constellation brand facing a cost pressure of $20 million
American liquor giant Constellation Brands disclosed on July 5th that the Trump administration’s 50% tariff on imported aluminum will result in an increase of approximately $20 million in costs for this fiscal year, pushing the North American aluminum industry chain to the forefront of the ...Read more -
Global aluminum market low inventory crisis intensifies, structural shortage risk looms
The London Metal Exchange (LME) aluminum inventory continues to bottom out, dropping to 322000 tons as of June 17, hitting a new low since 2022 and a sharp decline of 75% from the peak two years ago. Behind this data is a deep game of supply and demand pattern in the aluminum market: the spot pre...Read more -
12 billion US dollars! Oriental hopes to build the world’s largest green aluminum base, aiming for EU carbon tariffs
On June 9th, Kazakhstani Prime Minister Orzas Bektonov met with Liu Yongxing, Chairman of China Eastern Hope Group, and the two sides officially finalized a vertical integrated aluminum industrial park project with a total investment of 12 billion US dollars. The project is centered around the ci...Read more