Industry News
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Green electric aluminum single daily report 23820 yuan premium 195 yuan! Under the ceiling of 45 million tons of production capacity, there is no increase in the supply of primary aluminum
Green aluminum is rewriting pricing rules. On July 30th, the average price of comprehensive green electric aluminum in the Yangtze River was reported at 23820 yuan/ton, which was about 195 yuan higher than the average price of A00 aluminum at 23625 yuan on the same day. On one hand, the premium o...Read more -
Alcoa has lowered its guidance for annual alumina production.
Alcoa’s second quarter 2026 earnings deliver a mixed signal to global aluminum markets. The US aluminum major posted a 31% year-on-year revenue increase to $3.97 billion in Q2, a record quarterly high lifted by rising aluminum prices and the restart of previously idled smelting capacity. Its alum...Read more -
In May, the global supply of primary aluminum exceeded demand by 71,600 tons.
The latest data from the World Bureau of Metal Statistics (WBMS) presents a nuanced picture of the global aluminum market. In May 2026, worldwide primary aluminum production reached 6.07 million metric tons, while consumption stood at 5.9984 million tons – yielding a modest surplus of 71,600 tons...Read more -
War-induced shortages drove a 16% increase in China’s aluminum exports—ensuring the supply of aluminum sheets, bars, tubes, and precision machined products.
Global aluminum supply chains are under severe strain. Ongoing conflict in the Middle East has triggered abrupt production halts across several critical manufacturing hubs, tearing a widening gap in international supply. The result has been a sharp rally in prices and a frantic search for reliabl...Read more -
The resumption of production of 300000 tons in the Middle East has hit the ceiling of domestic production capacity. Who dominates the pricing when aluminum supply collides with the east and west?
On one hand, there is the roaring resumption of production by Middle Eastern aluminum plants, while on the other hand, the red line of domestic production capacity is locked. The global aluminum supply is experiencing an ‘East West collision’. Western Front: Middle East resumes produc...Read more -
China Aluminum Import and Export Data for May 2026
The General Administration of Customs of China has released official trade statistics for the aluminum sector in May 2026, painting a clear picture of shifting supply demand dynamics across the full aluminum value chain. For global buyers sourcing aluminum sheets, extruded bars, seamless tubes an...Read more -
The resumption of Gulf Aluminum production is far away! Institution: Difficulty in achieving full production before the fourth quarter, LME aluminum experiencing short-term pullback
On June 24th, market analysts stated that it will take a long period of time for the aluminum industry production and logistics transportation in the Gulf Cooperation Council (GCC) region to fully return to normal, and multiple uncertainties continue to disrupt global aluminum supply and price tr...Read more -
China’s Primary Aluminum Output Hits New Monthly Record in May: The Underlying Logic Behind the 3.42 Million Ton Mark
According to official data released by the National Bureau of Statistics of China, China’s primary aluminum output climbed to 3.42 million metric tons in May, representing a year-on-year increase of 3.1%. This figure surpassed April’s output of 3.36 million metric tons and set a brand new all tim...Read more -
Aluminum prices under pressure fall: Dawn of US Iran agreement emerging, geopolitical premium rapidly evaporating
As the market’s assessment of geopolitical risks in the Middle East tends to ease, international aluminum prices have experienced a significant pullback this week. Analysts from Sukdun Financial pointed out that in the base metal sector, aluminum has been most deeply affected by geopolitica...Read more -
Capacity stuck at 98.7%, overseas production reduced by 1.8 million tons: How will the supply ceiling of the aluminum market determine price trends in 2026
Domestic: 45 million tons of red line has reached its limit There is no room for easy expansion of production. As of March 2026, the domestic electrolytic aluminum production capacity is about 45.18 million tons, with an operating capacity of 44.6 million tons and a capacity utilization rate of 9...Read more -
April China Aluminum Industry Chain Production Summary
Official figures from the National Bureau of Statistics of China have unveiled the full production performance of the domestic aluminum industrial chain in April 2026, delivering mixed growth signals across upstream raw materials, primary metal and downstream processed products. The overall opera...Read more -
Global Primary Aluminium Output Falls 2.1% in April to 5.922 Million Tonnes
IAI data shows daily production of 197,400 tonnes as smelter constraints drive supply tightness across downstream sheet, bar and tube markets. Global primary aluminium production decreased 2.1% year-on-year in April 2026, totalling 5.922 million tonnes, the International Aluminium Institute (IAI)...Read more