Shandong Alumina Refinery Lowers Liquid Caustic Soda Purchase Price to 610 Yuan/mt

Primary Aluminum Imports： Customs data shows domestic primary aluminum imports stood at approximately 208,000 metric tons in May 2026, down 21.6% month-on-month and 6.7% year-on-year. Cumulative domestic primary aluminum imports from January to May 2026 reached around 1.119 million metric tons, rising 5.8% year-on-year. Primary Aluminum Exports： Per customs statistics, domestic primary aluminum exports totaled roughly 22,000 metric tons in May 2026, up 42.4% month-on-month yet falling 31.7% year-on-year. Total cumulative primary aluminum exports between January and May 2026 hit about 76,000 metric tons, with a year-on-year growth of roughly 13.1%.

Alumina Transaction: On June 25, 2026, 30,000 mt of alumina was traded at a transaction price of $330/mt FOB Western Australia, for August loading; the previous transaction was on May 20 (at a transaction price of $313.8/mt FOB Western Australia, for June loading), up $16.2/mt.

【SMM Port Inventory of Imported Bauxite】According to SMM's statistics on June 26, the total bauxite inventory at ten domestic ports decreased by 160,000 mt from the previous week.