Geopolitical Disruptions and Structural Demand: China's Aluminum Exports to Rebound by 2026
In April 2026, China's aluminum semis exports showed a strong rebound. According to customs data, April exports of aluminum semis (including aluminum extrusion, aluminum plate/sheet and strip, aluminum foil, etc.) reached 535,700 mt, up 20.9% MoM and up 9.8% YoY; exports of aluminum products (including aluminum wire, etc.) reached 318,000 mt, up 32.8% MoM and up 7.8% YoY. Cumulative aluminum semis exports from January to April totaled 1.1555 million mt, up 6.2% YoY cumulatively.