Estoque de lingotes de liga de alumínio secundário da China sobe 363 toneladas após feriado

Spanish shipyard AISTER has secured a USD 4.3 million contract to build the all-aluminum passenger catamaran “Jeune France II” for Saint-Pierre et Miquelon, with delivery scheduled for September 2027. The 22.5-metre vessel will carry up to 100 passengers and features beach-landing capability and a hydraulic bow ramp for light vehicle transport. Its propulsion system combines diesel engines and electric drive in a hybrid configuration compliant with IMO Tier III standards, enabling low-emission and silent operation at low speeds and in ports. The company said the project reflects growing demand for flexible, low-emission aluminum vessels.

Trade between Libya and Brazil showed clear divergence in Q1 2026. Libya’s aluminum scrap exports to Brazil surged, driving total exports up 347.4% YoY to about USD 1.7 million. Meanwhile, Brazil’s exports to Libya fell 57.2% to USD 94.19 million, though Brazil still maintained a trade surplus of about USD 92.4 million. Brazilian exports mainly included iron ore, poultry, beef, tobacco and coffee, with iron ore accounting for about 36.8% of the total. Overall bilateral trade fell 56.5% YoY to USD 95.9 million, while rising aluminum scrap flows reflected changing dynamics in recycled resource trade.

[Tensões Geopolíticas Impulsionam a LME, Acúmulo de Estoques e Enfraquecimento da Demanda na China Sob Pressão] No curto prazo, o padrão central de desempenho superior da LME em relação à SHFE no mercado de alumínio é difícil de reverter. A força na LME sustentará espaço para o alumínio na SHFE recuperar terreno após o feriado, mas os elevados estoques e a demanda fraca na China limitarão os ganhos gerais. Daqui em diante, o foco deve estar no ritmo de redução dos estoques de lingotes de alumínio na China e na intensidade da liberação de demanda rígida com a retomada das atividades e da produção a jusante.