China's alumina capacity growth unlikely to lift caustic soda demand in 2026-2027

Source: Mysteel Nov 03, 2026 15:11

China's growing alumina capacity will not boost caustic soda demand in 2026-2027.

China's alumina capacity and output will continue to rise in 2026, but caustic soda demand from the sector will not grow and may even fall. Alumina oversupply, weakening margins, production cuts, and a shift to imported ore are weighing on both demand and prices, showing that new alumina capacity

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Alumina portside prices: Qingdao port

Nov 06, 2026 11:27
Alumina portside prices: Lianyungang port

Nov 06, 2026 11:27
Alumina prices: Guiyang

Nov 06, 2026 11:13
Alumina prices: Inner Mongolia

Nov 06, 2026 11:13
Alumina prices: Binzhou

Nov 06, 2026 11:13

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