Industry News
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Civilian metal ‘counterattack’! Aluminum prices soar by 6% in a single month, challenging the copper king’s throne and becoming a “hot commodity” for energy transforma...
Since October, the global aluminum market has experienced a significant warming, with London Metal Exchange (LME) aluminum futures prices rising by over 6%, successfully reaching their highest level in nearly three years. This fundamental material, once regarded as a “civilian metal” ...Read more -
China’s Alumina Output Hits Fresh High in September, Underpinning Downstream Supply
China’s alumina sector set a new monthly production record in September, with official data from the National Bureau of Statistics reporting output of 8 million tonnes across metallurgical and specialty grades. This represents a slight 0.9% increase over August’s level and a robust 8....Read more -
China’s Aluminum Trade Dynamics Key Shifts in September 2025
According to recent data released by the General Administration of Customs, China’s aluminum trade witnessed notable shifts in September, reflecting evolving global and domestic market dynamics. Exports of unwrought aluminum and aluminum products declined by 7.3% year-on-year to 520,000 metric to...Read more -
Record breaking production for 5 consecutive months! Southwest Aluminum’s high value-added products have surged, sprinting towards the end of the year
Recently, Southwest Aluminum Industry Group disclosed the latest production and operation data, which shows that since May this year, the company has achieved a record high output for five consecutive months, with a particularly significant increase in the output of high value-added and high-tech...Read more -
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