Industry News
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Add 1 billion yuan! Shenhuo Co., Ltd. increases its wholly-owned subsidiary and plans to expand its aluminum processing business
On December 1, 2025, Shenhuo Corporation (stock code: 000933) issued a heavyweight announcement, announcing that the company will increase its capital by 1 billion yuan in cash to its wholly-owned subsidiary Shenhuo New Materials. This move aims to further strengthen the subsidiary’s financ...Read more -
China’s Primary Aluminum Cost Rises 1.9% MoM in November 2025, While Profitability Expands
China’s primary aluminum (electrolytic aluminum) industry exhibited a distinctive “rising costs alongside growing profits” trend in November 2025, according to cost and price analysis released by Antaike, a leading non-ferrous metals research institution. This dual dynamic offers crit...Read more -
China’s Aluminum Imports Surge Signals Robust Industrial Demand, Bauxite Imports Jump 12.5% in October
China’s aluminum sector demonstrated significant import appetite in October, with bauxite shipments leading the expansion. The figures point to sustained strength in the nation’s aluminum supply chain and downstream fabrication activity. The General Administration of Customs (GAC) rep...Read more -
World Metals Statistics Bureau: Global Primary Aluminum Supply Shortage of 192,100 Tons in September 2025
The World Bureau of Metal Statistics has released its latest report, revealing a deepening supply demand imbalance in the global primary aluminum market for September 2025 a trend with far reaching implications for downstream processors of aluminum sheets, bars, tubes, and precision machined comp...Read more -
Will aluminum prices experience a roller coaster ride? JPMorgan Chase: Rise and fall in 2026/27, Indonesian production capacity is key
Recently, JPMorgan released its 2026/27 Global Aluminum Market Outlook report, which clearly stated that the aluminum market will show a phased trend of “first rising and then falling” in the next two years. The core forecast of the report shows that driven by the linkage effect of co...Read more -
Global Primary Aluminum Output Hits 6.294 Million Tons in October, YoY Growth Stabilizes at 0.6%
Against the backdrop of gradual global industrial recovery, the International Aluminium Institute (IAI) recently released its monthly production report, revealing a steady performance in the global primary aluminum sector for October 2025. Data shows that global primary aluminum output reached 6....Read more -
Aluminum market ‘storm’ upgrade: Rio Tinto surcharge becomes the ‘last straw’ in the North American market?
In the current volatile global metal trade situation, the North American aluminum market is mired in an unprecedented turbulence, and a move by Rio Tinto, the world’s largest aluminum producer, is like a heavy bomb, further pushing this crisis to a climax. Rio Tinto Surcharge: A Catalyst fo...Read more -
Mercuria ships 32000 tons of aluminum across oceans, forcing LME to hit a 14 month peak in recent months’ premium
On October 30, 2025, the cross-border transportation of 32000 tons of aluminum ingots led by trading giant Mercuria triggered a bearish storm in the LME aluminum market. This batch of aluminum ingots worth 68 million US dollars set sail from Port Klang, Malaysia, and was transported to New Orlean...Read more -
Global Alumina Production Sees Notable Dip in September, Supply Dynamics Shift
The International Aluminium Institute (IAI) has reported a significant contraction in global alumina production for September, with total output falling to 12.884 million tonnes. This represents a marked month-on-month decrease of 3.3% from August’s revised figure of 13.321 million tonnes. ...Read more -
Global Primary Aluminum Output Edges Up in September, Daily Rate Holds Steady
According to the latest data released by the International Aluminium Institute (IAI), global primary aluminum production reached 6.08 million tonnes in September. This figure represents a modest year-on-year increase of 0.9% compared to the 6.028 million tonnes recorded in the same month last yea...Read more -
Japan’s Q4 primary aluminum premium negotiations are stuck in a tug of war: with a price difference of over $15, will producers such as Rio Tinto raise prices until the end of the month?
The pricing negotiations for the fourth quarter of 2025 (October to December) between buyers of Nippon Aluminum and global primary aluminum producers such as Rio Tinto and South 32 are mired in an unusually lengthy game, with significant differences in premium quotes that have yet to reach a cons...Read more -
Expected 85% interest rate cut+positive supply and demand, aluminum prices are likely to fluctuate strongly
Recently, macroeconomic expectations have resonated positively with the fundamentals of the aluminum market. With multiple favorable factors, the market is generally optimistic about the future trend of aluminum prices, and it is expected to show a pattern of oscillation and strength. Macro war...Read more