Les stocks de lingots d'alliage d'aluminium secondaire en Chine augmentent de 363 tonnes après les vacances

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.

[Les tensions géopolitiques soutiennent le LME, la constitution de stocks en Chine et l'affaiblissement de la demande sous pression] À court terme, la configuration fondamentale où le LME surperforme le SHFE sur le marché de l'aluminium est difficile à inverser. La fermeté du LME soutiendra le potentiel de rattrapage de l'aluminium au SHFE après les vacances, mais les stocks élevés et la demande faible en Chine limiteront les gains globaux. À l'avenir, l'attention devra se porter sur le rythme de déstockage des lingots d'aluminium en Chine et l'intensité de la libération de la demande rigide liée à la reprise de l'activité et de la production en aval.