Ekspor Ekstrusi Aluminium China Naik 6% MoM, 29,7% YoY pada Juni 2026

[Mideast Situation Remains Volatile and Uncertain, Aluminum Prices Consolidate and Adjust] Overall, the Middle East situation remains volatile, market concerns over interest rate hikes persist, and supply continues to recover. However, the destocking pattern is difficult to reverse in the short term. Amid the tug-of-war between longs and shorts, aluminum prices are expected to consolidate and adjust in the near term. Going forward, close attention should be paid to the progress of production resumptions and the trend of geopolitical conflicts in the Middle East, changes in LME aluminum ingot inventories, and the condition of downstream processing orders in China.

[SMM Cast Aluminum Alloy Morning Comment: Aluminum Scrap Imports Post Third Straight Monthly Decline in June 2026, Continually Reshaping Aluminum Alloy Trade Patterns] Currently, the secondary aluminum alloy market remains in the off-season, with downstream order releases limited. End-user procurement stays need-based, overall trading activity is relatively subdued, and the demand side provides insufficient support for price increases. Meanwhile, aluminum prices remain...

[SMM Aluminum Express News] Presiden AS Donald Trump menandatangani proklamasi yang memperkenalkan insentif tarif baru Pasal 232 guna mendorong perusahaan merelokasi produksi dan manufaktur aluminium ke Amerika Serikat. Perusahaan yang mengajukan dan menjalankan rencana investasi domestik yang disetujui berhak memperoleh potongan tarif setengah dari bea Pasal 232 yang berlaku, sedangkan yang gagal memenuhi komitmen dapat diminta mengembalikan bea yang dihemat beserta bunga. Program ini bertujuan meningkatkan kapasitas aluminium primer dalam negeri, memperkuat ketahanan rantai pasok, serta menarik investasi di produksi aluminium dan manufaktur hilir AS. Departemen Perdagangan akan mengawasi rencana investasi perusahaan dan menetapkan kelayakan untuk perlakuan tarif lebih rendah tersebut.