https://tankie.tube/videos/watch/9c88aa26-bc89-4088-941f-8ab19382e3a6 American buyers of aluminum are paying record spreads over global benchmarks, amid Trump's 50% tariffs and worldwide shortages of industrial metals. A small handful of US firms are benefitting from the squeeze and are even modestly increasing production. But the shortage of aluminum globally is 2 million tons per year. Outside China, production of aluminum continues to decline. Chinese aluminum smelters have the capacity to close the gap and lower prices. But regulators here are prioritizing China's domestic supply chain for bauxite, and have placed hard ceilings on aluminum production, and reduced exports of finished aluminum products. Closing scene, Blue Moon Valley, Lijiang, Yunnan Resources and links: The Chinese Aluminium Sector: Challenges and opportunities for decarbonisation https://transitionasia.org/the-chinese-aluminium-sector-challenges-and-opportunities-for-decarbonisation/ Aluminium Price Reaches Three-Year Peak at $2,920 per Tonne https://discoveryalert.com.au/aluminum-price-2025-high-china-production-impact/ Citing Benefits of 232 Tariffs, Century Aluminum Announces Restart to Bring Mt. Holly SC Plant to Full Production https://centuryaluminum.com/investors/press-releases/press-release-details/2025/Citing-Benefits-of-232-Tariffs-Century-Aluminum-Announces-Restart-to-Bring-Mt--Holly-SC-Plant-to-Full-Production-Increasing-U-S--Aluminum-Production-by-10/default.aspx Alcoa: High US Aluminum Prices Offset Trump Tariff Costs https://www.ttnews.com/articles/alcoa-aluminum-prices-tariffs Reuters, Why did copper escape US tariffs when aluminium did not? https://www.reuters.com/business/why-did-copper-escape-us-tariffs-when-aluminium-did-not-2025-08-05/ Reuters, Aluminium premium hits record in US on tariffs, global squeeze https://www.reuters.com/business/why-did-copper-escape-us-tariffs-when-aluminium-did-not-2025-08-05/ Thu, 09 Apr 2026 03:57:47 GMT https://validator.w3.org/feed/docs/rss2.html PeerTube - https://tankie.tube https://tankie.tube/lazy-static/avatars/3ba3ff73-a8b6-49c9-add8-9653ef090c7f.webp https://tankie.tube/videos/watch/9c88aa26-bc89-4088-941f-8ab19382e3a6 All rights reserved, unless otherwise specified in the terms specified at https://tankie.tube/about and potential licenses granted by each content's rightholder.