The duty-paid premium in Europe for aluminium has reached ~US $324 per tonne in November, reflecting heightened supply concerns ahead of carbon-border adjustment (CBAM) impacts.
👉 Source: Markets FinancialContent

Summary:

The European aluminum market is currently grappling with a significant surge in the duty-paid premium, which has reached a staggering $324 per tonne as of November 2025, after touching a nine-month high of $330 per tonne earlier in the month. This sharp increase, a critical pricing component added to the London Metal Exchange (LME) price, signals escalating costs for industrial users across the continent and highlights underlying tensions in the region’s aluminum supply chain.

The elevated premium reflects a complex interplay of factors, including unexpected production outages, strategic pre-emptive buying ahead of new carbon regulations, and persistent logistical challenges. For European manufacturers, from automotive to packaging, this translates directly into higher raw material costs, potentially impacting profitability, competitiveness, and ultimately, consumer prices. This development underscores Europe’s vulnerability to global supply shocks and the profound impact of evolving trade and environmental policies on commodity markets.

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