City warns the era of surplus is ending, with Chinese exports capped and LME stocks falling below 700,000 t. Prices may exceed $3,000/t soon.
👉 Source: Reuters
Summary :
China has also become the world’s largest aluminium consumer over the same time-frame but persistent over-production has spilled out in the form of semi-manufactured products. Exports last year hit a new record of 6.7 million tons.
Exports of products such as rod, tube and foil fell by 9% year-on-year in the first seven months of the year. Imports of primary metal, on the other hand, rose by 11% to 1.5 million tons on the back of a near doubling in shipments from Russia.
Article link :
https://www.reuters.com/markets/commodities/aluminiums-years-plenty-are-drawing-close-2025-09-18/?utm_source