El inventario de lingotes de aleación de aluminio secundario en China aumenta 363 TM tras las vacaciones

Spanish shipyard AISTER has secured a USD 4.3 million contract to build the all-aluminum passenger catamaran “Jeune France II” for Saint-Pierre et Miquelon, with delivery scheduled for September 2027. The 22.5-metre vessel will carry up to 100 passengers and features beach-landing capability and a hydraulic bow ramp for light vehicle transport. Its propulsion system combines diesel engines and electric drive in a hybrid configuration compliant with IMO Tier III standards, enabling low-emission and silent operation at low speeds and in ports. The company said the project reflects growing demand for flexible, low-emission aluminum vessels.

Trade between Libya and Brazil showed clear divergence in Q1 2026. Libya’s aluminum scrap exports to Brazil surged, driving total exports up 347.4% YoY to about USD 1.7 million. Meanwhile, Brazil’s exports to Libya fell 57.2% to USD 94.19 million, though Brazil still maintained a trade surplus of about USD 92.4 million. Brazilian exports mainly included iron ore, poultry, beef, tobacco and coffee, with iron ore accounting for about 36.8% of the total. Overall bilateral trade fell 56.5% YoY to USD 95.9 million, while rising aluminum scrap flows reflected changing dynamics in recycled resource trade.

[Las tensiones geopolíticas impulsan la LME, mientras la acumulación de inventarios y la debilitación de la demanda en China ejercen presión] A corto plazo, el patrón central en el que la LME supera al SHFE en el mercado del aluminio es difícil de revertir. La fortaleza en la LME respaldará el margen para que el aluminio en el SHFE recupere terreno tras las vacaciones, pero los elevados inventarios y la débil demanda en China limitarán las ganancias generales. De cara al futuro, la atención debe centrarse en el ritmo de reducción de inventarios de lingotes de aluminio en China y en la intensidad de la liberación de demanda rígida derivada de la reanudación de la actividad productiva en los sectores downstream.