[SMM data] Holiday arrivals are low and superimposed demand to maintain electrolytic aluminum stocks down 32000 tons from the previous Thursday

Aluminium Bahrain is producing aluminium at around 80% of pre-Iran war levels, its CEO Ali Al Baqali told Reuters on Wednesday, exporting the metal through the Saudi Red Sea port of Jeddah and from Sohar in Oman. Bahrain's Alba, which describes itself as the world's biggest aluminium smelter on one site, shut down production lines 1, 2, and 3 after the outbreak of the war as the closure of the Strait of Hormuz disrupted supply chains. Its plant was then hit by an Iranian strike in late March, which the Alba CEO described as a "small, minor attack". "We got damages and we already repaired them," Al Baqali said on the sidelines of the Fastmarkets Aluminium Conference in Budapest, adding that Alba was covered by insurance.

[SMM Flash] SHFE data shows that on September 16, the total registered warrants for cast aluminum alloy stood at 23,776 mt, a decrease of 476 mt from the previous trading day. Specifically, the total registered volume in Shanghai was 1,507 mt, down 30 mt from the previous trading day; in Guangdong, it was 1,104 mt, down 178 mt; in Jiangsu, it was 8,811 mt, down 209 mt; in Zhejiang, it was 10,040 mt, down 59 mt; in Chongqing, it was 2,165 mt, up 0 mt from the previous trading day; and in Sichuan, it was 149 mt, up 0 mt.

The following table shows the ferrous and nonferrous metals movement on the SHFE and DCE on 16 Sep , 2026