Aluminum Sheet Prices Surge Amid Trade Tensions and Regional Supply Disruptions in June 2025

Aluminum Sheet Prices Surge Amid Trade Tensions and Regional Supply Disruptions in June 2025

Italo Calvino 15-Jul-2025

Global Aluminum Sheet markets experienced divergent trends driven by trade policy disruptions and regional demand shifts. Chinese exporters benefited from strong Southeast Asian demand despite domestic oversupply, while U.S. markets faced severe cost inflation from doubled tariffs. South Korean producers navigated domestic construction collapse through strategic export redirection to Thailand and regional markets.

Key Takeaways:

  • China FOB Shanghai: Aluminum Sheet prices rose xx to USD x,xxx/MT, driven by robust export demand from UAE, Taiwan, and Thailand despite domestic oversupply
  • USA CFR New York: Aluminum Sheet prices surged xx to USD x,xxx/MT due to doubled Section xxx tariffs creating artificial supply scarcity
  • South Korea FOB Busan: Aluminum Sheet prices increased xx to USD x,xxx/MT, supported by Southeast Asian demand amid domestic construction collapse
  • Feedstock Impact: U.S. Midwest premium reached record USD x,xxx/MT, dramatically inflating input costs for sheet production

China showed phenomenal export durability as Aluminum Sheet producers successfully repurposed surplus inventory into foreign markets. The xx price gain FOB Shanghai took place despite the xx.xxx year-on-year collapse in casting ingot production, showing the power of entirely export focused strategies. Strong demand for Aluminum Sheet from the UAE infrastructure projects, Taiwan electronics manufacturers, and Thailand&#xx;s recovering industrial sector allowed for desperately needed...

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