【SMM Aluminum Flash News】Selandia Baru membuka investigasi safeguard terhadap impor ekstrusi aluminium

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.

[Ulasan Harian Paduan Aluminium SMM] Hari ini, harga rata-rata SMM ADC12 naik 100 yuan/ton. Harga aluminium primer dan skrap aluminium terus meningkat, dan dukungan biaya dari bahan baku semakin kuat, sehingga keinginan pasar untuk mengikuti kenaikan harga semakin besar, dengan dukungan di level bawah harga yang relatif kokoh. Namun, sektor pengguna akhir saat ini sedang dalam musim sepi suhu tinggi, dengan pesanan dan kinerja konsumsi yang biasa-biasa saja. Pengguna hilir terutama melakukan pengadaan tepat waktu, dan perbaikan pada transaksi spot masih terbatas karena sisi permintaan masih e