For the Quarter Ending December 2025
Aluminium Dross Prices in North America
- In the United States, the Aluminium Dross Price Index rose in Q4 2025, driven by expanding industrial activity.
- Aluminium Dross production costs increased in Q4 2025 due to strengthening US industrial natural gas prices.
- Demand for Aluminium Dross was supported by a 2.0% year-over-year industrial production increase in December 2025.
- The Aluminium Dross Price Forecast indicates upward pressure from tight raw material availability in October 2025.
- Rising inflation, with CPI up 2.7% year-over-year in December 2025, elevated dross operational costs.
- Nonresidential construction starts surged in October 2025, boosting dross demand in related industries.
- A 4.4% unemployment rate in December 2025 supported consumer spending, indirectly boosting dross demand.
- Producer input costs rose 3.0% year-over-year in November 2025, impacting dross processing expenses.
- Robust consumer spending, with retail sales up 3.3% year-over-year in November 2025, supported dross demand.
Why did the price of Aluminium Dross change in December 2025 in North America?
- Industrial production increased 2.0% year-over-year in December 2025, boosting Aluminium Dross demand.
- Rising inflation, with CPI up 2.7% year-over-year in December 2025, elevated dross operational costs.
- Nonresidential construction starts surged in October 2025, increasing demand for dross in related sectors.
Aluminium Dross Prices in APAC
- In China, the Aluminium Dross Price Index fell quarter-over-quarter in Q4 2025, influenced by weak consumer demand and falling factory gate prices.
- Aluminium Dross production costs were mixed in Q4 2025, with bauxite feedstock costs increasing while alumina prices trended downward.
- Demand for Aluminium Dross was supported by expanding transportation and power electronics sectors throughout 2025.
- Industrial production grew by 5.2% year-on-year in December 2025, boosting Aluminium Dross generation and industrial consumption.
- China's manufacturing index expanded in December 2025, indicating increased industrial activity and potential for higher dross output.
- Weak consumer demand, evidenced by CPI at 0.8% and retail sales at 0.9% in December 2025, dampened overall Aluminium Dross demand.
- Aluminium billet inventory experienced a rapid buildup in Q4 2025, reflecting subdued downstream orders for aluminium products.
- Supply disruptions in Q4 2025, including environmental restrictions, led to curtailed primary aluminium production.
- The Aluminium Dross price forecast suggests continued pressure from subdued consumer confidence in Q4 2025.
Why did the price of Aluminium Dross change in December 2025 in APAC?
- Consumer Price Index at 0.8% in December 2025 indicated weak consumer demand for end products.
- Producer Price Index declined by 1.9% in December 2025, signaling weak industrial demand and oversupply.
- Aluminium billet inventory rapidly built up in Q4 2025, influenced by subdued downstream orders.
Aluminium Dross Prices in Europe
- In Germany, the Aluminium Dross Price Index fell in Q4 2025, influenced by contracting manufacturing and producer price deflation.
- Aluminium Dross production costs rose in Q4 2025, driven by increased electricity prices and manufacturing input costs in December 2025.
- Demand for Aluminium Dross faced headwinds as the Manufacturing Index showed a contracting trend in December 2025.
- The Producer Price Index (PPI) declined by 2.5% year-over-year in December 2025, indicating deflationary pressures.
- Consumer confidence significantly declined to -17.5 in December 2025, impacting demand for durable goods.
- Industrial Production grew modestly by 0.8% year-over-year in October 2025, providing some underlying demand.
- Aluminium scrap availability remained low in Europe during 2025, with significant volumes directed to Asian markets.
- Automotive production in Germany strongly increased in December 2025, offering a positive signal for demand.
Why did the price of Aluminium Dross change in December 2025 in Europe?
- Producer Price Index (PPI) declined by 2.5% in December 2025, reducing dross recycling profitability.
- Manufacturing Index contracted in December 2025, signaling reduced industrial demand for raw materials.
- Manufacturing input costs rose in December 2025, alongside significantly lower consumer confidence.
For the Quarter Ending September 2025
Aluminium Dross Prices in North America
- In United States, Aluminium Dross Price Index rose in Q3 2025, driven by strong scrap demand and tightened primary supply.
- Production costs increased in Q3 2025, driven by 3.0% CPI in September and 2.6% PPI in August.
- Demand outlook was mixed in Q3 2025, with slow 0.1% industrial production growth in September.
- Robust retail sales, up 5.42% in September 2025, indirectly supported Aluminium Dross demand in manufacturing.
- Domestic aluminium inventories dwindled in July 2025, indicating tighter secondary aluminium supply.
- US primary aluminium imports plummeted in July 2025 due to tariffs, boosting scrap demand.
- Energy costs were mixed; natural gas softened, but wholesale power strengthened in Q3 2025.
- A 4.3% unemployment rate in September 2025 suggested upward pressure on labor costs.
- Consumer confidence declined to 94.2 in September 2025, signaling weakening economic activity.
Why did the price of Aluminium Dross change in September 2025 in North America?
- Primary aluminium imports plummeted in July 2025 due to tariffs, tightening supply.
- Domestic aluminium inventories dwindled in July 2025, reducing availability for secondary production.
- Rising input costs, with CPI up 3.0% in September 2025, increased processing expenses.
Aluminium Dross Prices in APAC
- In China, the Aluminium Dross Price Index fell quarter-over-quarter in Q3 2025, influenced by declining producer prices.
- Producer Price Index declined 2.3% year-on-year in September 2025, reflecting weak industrial demand for aluminium products.
- Industrial production expanded 6.5% year-on-year in September 2025, supporting increased primary and secondary aluminium output.
- Aluminium Dross demand outlook was supported by surging New Energy Vehicle production in Q3 2025.
- Production costs for Aluminium Dross trended upward due to increased energy costs across Q3 2025.
- China's Manufacturing Index contracted in September 2025, indicating reduced overall industrial activity.
- Primary aluminum production remained constrained by national capacity caps throughout Q3 2025, impacting dross supply.
- Consumer Price Index decreased 0.3% year-on-year in September 2025, signaling deflationary pressures on end-product demand.
- The surveyed urban unemployment rate remained stable at 5.2% in September 2025, supporting overall economic stability.
Why did the price of Aluminium Dross change in September 2025 in APAC?
- Producer Price Index declined 2.3% year-on-year in September 2025, reflecting weak industrial demand.
- The Manufacturing Index contracted in September 2025, indicating reduced overall industrial output.
- However, surging New Energy Vehicle production and constrained primary aluminum capacity provided some price support.
Aluminium Dross Prices in Europe
- In Germany, the Aluminium Dross Price Index remained stable quarter-over-quarter in Q3 2025, influenced by mixed market signals.
- Aluminium Dross production costs trended down in Q3 2025, driven by a -1.7% year-over-year PPI decline in September 2025.
- Demand for Aluminium Dross faced headwinds as the Manufacturing Index contracted in Q3 2025, indicating industrial slowdown.
- The Aluminium Dross Price Forecast suggests continued stability, as stable consumer confidence in Q3 2025 offsets industrial declines.
- European scrap aluminum availability declined in Q3 2025, tightening feedstock supply for Aluminium Dross processing.
- Industrial Production decreased by 1.0% year-over-year in September 2025, negatively impacting overall Aluminium Dross demand.
- Despite a 2.4% CPI increase in September 2025, lower natural gas prices in Q3 2025 mitigated Aluminium Dross processing costs.
- Strategic front-loading of European aluminum purchases in Q3 2025, to preempt future carbon costs, supported demand.
Why did the price of Aluminium Dross change in September 2025 in Europe?
- Lower producer prices, down 1.7% in September 2025, reduced Aluminium Dross processing costs.
- Contracting industrial production, down 1.0% in September 2025, dampened Aluminium Dross demand.
- Declining European scrap aluminum availability in Q3 2025 tightened feedstock supply.
