【SMM Aluminum Flash News】La Nouvelle-Zélande ouvre une enquête de sauvegarde sur les importations de profilés en aluminium extrudé

In its half-year results announcement, UAE-based EGA unveiled the production resumption timeline for the Al Taweelah smelter, which was forced to shut down following an attack on 28 March. 18% of the plant’s total 1,262 reduction cells have been restarted. Output is projected to return to pre-incident levels in Q1 2027. Capital expenditure for the recovery is estimated at USD 400 million; most spending will be incurred in 2026, with the remainder falling into 2027. The newly built recycling plant is currently operating at 10% capacity, targeting full production by end-Q4 2026. Output at the alumina refinery fell sharply year-on-year in H1 2026. Its capacity recovered to 50% of pre-incident levels in early July.

In its half-year results announcement, UAE-based EGA unveiled the production resumption timeline for the Al Taweelah smelter, which was forced to shut down following an attack on 28 March. 18% of the plant’s total 1,262 reduction cells have been restarted. Output is projected to return to pre-incident levels in Q1 2027. Capital expenditure for the recovery is estimated at USD 400 million; most spending will be incurred in 2026, with the remainder falling into 2027. The newly built recycling plant is currently operating at 10% capacity, targeting full production by end-Q4 2026. Output at the alumina refinery fell sharply year-on-year in H1 2026. Its capacity recovered to 50% of pre-incident levels in early July.

Aujourd'hui, le prix moyen du SMM ADC12 a augmenté de 100 yuans/tonne. Les prix de l'aluminium primaire et des déchets d'aluminium ont continué d'augmenter, et le soutien des coûts des matières premières s'est encore renforcé, ce qui a conduit à une plus grande volonté du marché de suivre la hausse des prix, avec un soutien relativement solide au bas des prix. Cependant, le secteur des utilisateurs finaux est actuellement dans une saison creuse de fortes chaleurs, avec des commandes et une performance de consommation médiocres. Les utilisateurs en aval ont principalement effectué des achats juste-à-temps, et l'amélioration des transactions au comptant a été limitée, car la demande reste encore faible.