Mexico imposes provisional anti-dumping duty on aluminium foil from China

Data from the General Administration of Customs showed that exports of unwrought aluminum and aluminum semis in July 2026 stood at 643,000 mt, up 18.6% YoY from 542,000 mt in July last year, but down 9.6% MoM from 711,000 mt in the previous month, a decline of 68,000 mt. In the first seven months, cumulative exports reached 4.04 million mt, up 16.7% YoY from 3.461 million mt in the same period last year.

What matters here isn't any single growth statistic, but the fact that four trends are pulling the region in the same strategic direction at once: rather than continuing to export raw bauxite or basic alumina, Indonesia, Vietnam, and Malaysia are increasingly capturing the highest-value stages onshore, turning ore worth tens of dollars a tonne into extruded profiles and specialty alloys for automotive and electronics worth many multiples more. It's also a familiar "China+1" story replaying itself in aluminium: groups like Kam Kiu are choosing Vietnam for their first overseas plant not just on cost, but because the region is simultaneously building out smelting infrastructure, recycling capacity, and supportive policy, a closed-loop ecosystem that reduces reliance on Chinese-origin material, which matters more than ever as the US and EU tighten origin scrutiny (particularly following anti-circumvention probes into Chinese aluminium routed through Southeast Asia). In short, this isn't just a wave of capital inflows; it's a signal that Southeast Asia is repositioning itself as a trusted, origin-clean hub for downstream aluminium manufacturing, a competitive edge that's hard to replicate amid rising trade-policy complexity.