Global Aluminium Market Under Pressure

In this paper, we discuss:

• Why global aluminium supply is tightening amid rising structural demand;
• How AI investment and geopolitical disruptions are reshaping the market;
• Why China is expanding aluminium production overseas;
• How US tariffs are disrupting North American aluminium trade;
• Why the EU is restricting aluminium scrap exports.

Download PDF: Global Aluminium Market – October 2026