Aluminium gains as supply concerns persist, inventories plunge- 07 October 2025
LME aluminium stocks plunged by nearly 100,000 tonnes in early September amid speculative demand and tight physical markets. Meanwhile, global primary aluminium output rose 0.9% YoY in August; China’s output increased 1.22%.
👉 Source: Investing.com
Summary:
Globally, aluminium supply remains tight. According to WBMS, the world aluminium market posted a deficit of 119,900 tons in July and 985,300 tons from January to July 2025. LME aluminium inventories plunged by nearly 100,000 tons to 375,000 in early September due to speculative buying and strong physical demand. Global primary aluminium output rose modestly by 0.9% YoY in August to 6.277 million tons, while China’s August production increased 1.22% YoY. On the trade front, China exported 542,000 tons of unwrought aluminium in July, while imports in August surged 12.9% YoY to 320,000 tons, indicating robust domestic consumption.
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