Upstream trends: India’s aluminium exports down ahead of CBAM, China’s production slightly up – 25 September 2025
Exports of unwrought aluminium & related products rose to 542,000 t in July from 489,000 t, but Indian aluminium exports to EU fell ~9.8%. Chinese output increased ~1.22% YoY in August.
👉 Source: ALCircle “Upstream Weekly”
Summary:
In the first half of 2025, China’s trade in unwrought aluminum has revealed a growing imbalance: imports surged to around 2.1 million tonnes, marking a 2.4 per cent increase compared to the previous year. This rise is largely driven by strong demand from the construction and transportation sectors, along with a notable 18.2 per cent boost in bauxite inflows. On the other hand, exports fell short, with only 272,900 tonnes making their way overseas during the same timeframe. This gap highlights several challenges, including shifting global demand, regulatory obstacles like India’s anti-dumping measures and the US tariffs and ongoing price fluctuations. Know the complete picture here.
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