[Omdia: China's Semiconductor Market Size to Surpass USD 800 Billion in 2026; Storage Chip Market Total Surges 262.9%]

As of July 30, China's major consumption regions reported aluminum ingot inventory of 953,000 mt, having cumulatively destocked 512,000 mt (-35%) from the year's high of 1.465 million mt in early May. Within the week, destocking accelerated further by 53,000 mt, as expected falling below the 1 million mt mark. However, the directional divergence between warehouse withdrawals and inventory drew attention: weekly warehouse withdrawals pulled back to 127,700 mt, losing the advantage of being at a high for the same period in the past four years. The core driving force of this destocking round has shifted from "demand and warehouse withdrawal boost" in June to "supply contraction + slowdown in shipment pace": the proportion of liquid aluminum rose to 78.3% in July, with casting ingot volume down 15.1% YoY; a sharp drop in arrivals in South China pushed Foshan's premium wider by 50 yuan/mt in a single week to 115 yuan/mt; SMM believes...

Abu Dhabi-based Kinetic7 Technologies said hydrogen produced on demand at the point of use could strengthen energy security by reducing dependence on imported fuel, large-scale storage and centralised infrastructure. Its technology uses water and electrolysis to generate hydrogen only when required and has been incorporated into portable cooking systems and the commercial HODBox unit for hospitality and catering applications. The company is also developing a residential version initially targeting off-grid households, which could be powered by solar panels, batteries or grid electricity.

An Australian green hydrogen and ammonia project has selected Trinasolar to supply integrated solar technology for its renewable energy infrastructure. The project will utilize Trinasolar's high-efficiency PV modules and energy storage solutions to power green hydrogen and ammonia production, supporting Australia's low-carbon fuel ambitions. The collaboration highlights the growing integration of solar generation with large-scale hydrogen developments as Australia advances its clean energy industry.