Top News on China Aluminum markets

A local government official has disputed reports that the aluminum smelter in Arak, the capital of central Iran's Markazi province, was targeted in U.S.-Israeli strikes, according to Iranian media outlet Mehr News Agency on April 8.

Attacks on major aluminium smelters in the Middle East are expected to disrupt regional production, but the impact on China's petroleum coke demand will likely be small. China's prebaked anode exports to the Middle East reached 68,000 tonnes in January-February 2026, with the UAE and Bahrain contrib

Iran's Islamic Revolutionary Guard Corps (IRGC) have launched another wave of its retaliation campaign 'Operation True Promise 4', targeting U.S.-linked steel and aluminum facilities in the Middle East region, according to an IRGC statement released on April 2.

The European Commission (EC), the executive arm of the European Union (EU), has initiated an expiry review of anti-dumping (AD) measures on imports of aluminium extrusions originating from China, following a request from European Aluminium, according to a statement published by the EC on March 27.

Aluminum Corporation of China Limited (Chalco), China's leading state-owned aluminum producer, reported a 1.7% on-year increase in its operating revenue for the full year of 2025 at Yuan 241.1 billion ($35.1 billion), according to its latest annual results.

Despite warnings that a global economic slowdown may weigh on world aluminum demand, the impact of further disruptions to primary aluminum production in the Middle East is likely to offset any demand-side weakness, supporting global aluminum prices, according to a recent analytical report by Mysteel

The buildup of alumina stocks in China slowed during the March 20-26 week compared with previous weeks, mainly due to a drawdown in portside stockpiles.

Global primary aluminum production totalled 5.69 million tonnes in February, up by a marginal 0.9% from the same month last year but down by 10% from January, according to data released by the International Aluminium Institute (IAI).

China's alumina inventories rose to a new high during the March 13-19 week, mainly driven by increased arrivals of imported material and growing stockpiles at rail yards, Mysteel's weekly survey found.

China's bauxite imports reached 36.2 million tonnes during January-February this year, up 18.7% from the same period of 2025, according to the latest data from the country's General Administration of Customs (GACC).