Summary:

Downstream data reveals that China’s exports of aluminium semis—which directly include aluminium extrusions, plates, sheets, and foils—saw a massive 20.9% month-on-month rebound, hitting 535,700 tonnes. Chinese smelters and extruders have been running at maximum capacity to fill the global supply gaps left by the Middle Eastern blockades, though upcoming strict emissions and energy-use inspections in China are expected to regulate this heavy over-production soon.

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