- Dec14
- 23:53
Iran's Aluminum Ingot Output Rises 3% YoY in First 8 Months of Iranian Year
December 12 According to data from Iran's Minerals & Mining Industries Development & Renovation Organization (IMIDRO), Iran's aluminum ingot production reached 411,351 tons during the first eight months of the Iranian calendar year (March 21 - November 20, 2025), up 3% year-on-year from 400,425 tons during the same period last year.
- 23:52
Dong Mingzhu: Gree Sticks to Copper in ACs, Will Switch to Aluminum Only When Fully Feasible
On December 14, 2025, Dong Mingzhu stated that while "aluminum replacing copper" is technically feasible in the air conditioning industry, Gree continues to insist on using copper materials. This is because aluminum has not yet met the same technical standards and reliability as copper.She emphasized that Gree will persist in researching aluminum substitution technology and will only adopt aluminum once it can fully replace copper.
- 22:33
Chongqing Confirms Capacity Replacement Plan for Bofeng Aluminum Project, Capacity Exit of Two Firms
Recently, the Chongqing Municipal Commission of Economy and Information Technology issued an announcement officially confirming the capacity replacement plan for Chongqing Bofeng Aluminum Co., Ltd.'s 180,000 mt aluminum project, as well as the capacity exit matters for Chongqing Tiantai Aluminum Co., Ltd. and Chongqing Guofeng Industrial Co., Ltd. I. Project Overview: As the core enterprise in this capacity replacement, Chongqing Bofeng Aluminum Co., Ltd.'s 180,000 mt aluminum project is located in the Baitao Industrial Park, Fuling District, Chongqing. The main equipment includes 168 units of 400 kA electrolysis cells, with an approved capacity of 180,000 mt. The project is scheduled to commence on December 1, 2025, and is expected to be operational by October 30, 2026. Utilizing advanced large prebaked electrolysis cell technology, the project features low energy consumption and high efficiency. Upon operation, it will not only meet regional aluminum semis demand but also drive local employment and industry chain extension, injecting new vitality into Chongqing's industrial economy. II. Capacity Exit Situation: The key to capacity replacement lies in "replacing old with new." This plan involves the capacity exit of two enterprises:
- 22:32
Yongmaotai's Subsidiary to Invest 400M Yuan in Intelligent Manufacturing Project for Mg-Al Alloy Auto & Robot Parts
On December 9, Shanghai Yongmaotai Automotive Technology Co., Ltd. (hereinafter referred to as "Yongmaotai") announced that its wholly-owned subsidiary, Anhui Yongmaotai Automotive Parts Co., Ltd. (hereinafter referred to as "Anhui Parts"), plans to invest approximately 400 million yuan to construct an intelligent manufacturing project for new magnesium-aluminum alloy automotive and robot parts. This investment aims to deepen the layout in the intelligent manufacturing sector of magnesium-aluminum alloy parts, seize new opportunities in the robotics industry, further diversify the company's product line, and explore new profit growth points. The announcement indicates that the project will be located in Guangde City, Anhui Province, with a construction period of 24 months. The main content of the project includes land acquisition, construction of new production facilities, and procurement of production and public equipment such as melting equipment, die-casting machines, magnesium alloy semi-solid injection molding machines, and machining equipment.
- 22:31
Explosion at India's BALCO Aluminum Plant Injures Three, Safety Concerns Raised
Explosion at Indian Aluminum Plant Leaves Three Seriously Injured, Details Revealed Recently, a sudden explosion occurred at the Green Anode Plant of Bharat Aluminum Company Limited (BALCO) in the Korba district of Chhattisgarh, India, leaving three workers seriously injured. Following the incident, the injured were urgently transported to the hospital for treatment. Local police have launched an investigation, with initial suspicions pointing to a mechanical malfunction as the cause. The company involved has not yet issued an official statement. This incident has once again brought the plant's safety management issues under public scrutiny, with past instances of exposed safety hazards raising further questions.
- 22:30
Guizhou Construction Investment's Indonesia Aluminum Project Completes Ahead of Schedule, Sets Industry Speed Benchmark
Recently, the Indonesia Aluminum Project undertaken by Guizhou Construction Investment Group has achieved full completion, significantly ahead of the original schedule, setting a new benchmark for construction speed in the industry. From the initial commissioning of the first work section to the full completion of the entire project, two critical periods set new records for construction speed among similar projects in the industry. This outstanding performance demonstrates the speed and quality of Guizhou Construction Investment, earning high praise from the project owner. Located on a remote island in Indonesia with complex natural conditions and scarce resources, the project faced multiple challenges from the outset, including a tight construction schedule and difficulties in mobilizing equipment and personnel. Despite starting under unfavorable conditions, the project team adopted a determined approach of "treating the beginning as the decisive battle and the start as the final sprint." Through scientific planning and perseverance in overcoming difficulties, all constructors carried forward the fine tradition of "daring to tackle tough battles and capable of winning them." By deeply optimizing construction organization, vigorously innovating technical processes, and strictly implementing meticulous management, they quickly reversed the passive situation and accelerated the pace of Guizhou Construction Investment. From earth excavation to the installation of the first stee
- 22:26
Novelis Invests €43M to Boost European Rail-Based Aluminum Logistics
According to foreign media: Novelis recently announced an investment of €43 million (equivalent to $50.4 million) to strengthen its European logistics network, with the core objective of shifting more aluminum product transportation from road to rail. As a key part of the company's long-term sustainable development strategy centered on the principle of "rail over road," Novelis has procured 220 new Shimmns rail freight cars. Currently, 95% of material transportation between Novelis's 10 European production sites is already completed by rail, and the addition of this new fleet of freight trains will further consolidate this green logistics system. Unlike previously leased cars that could only transport a single type of material, these Shimmns freight cars offer greater flexibility and can simultaneously load aluminum coils, aluminum scrap, and aluminum ingots. This capacity upgrade is a core initiative by Novelis to optimize material transportation solutions between its production sites. With the new rail freight cars, Novelis plans to transport more aluminum ingots by train from its largest European secondary aluminum plant in Nachterstedt to the aluminum rolling mill in Arnefo, Neuss, for processing. Previously, due to rail capacity constraints, some aluminum ingots had to be transported by road trucks. Following this expansion in rail capacity, Novelis is expected to reduce approximately 2,000 road truck trips annually, corresponding to a reduction in carbon dioxide equi
- 22:25
Australia Announces Plan to Secure Tomago Aluminum's Production Post-2028
According to foreign media reports, the Australian government has officially announced a plan to collaborate with the New South Wales government and Tomago Aluminum to ensure the aluminum smelter continues production beyond 2028. The government stated that it will explore implementation plans for supplying electricity to Tomago Aluminum starting in 2028, emphasizing that this move is a critical step for the smelter itself, its employees, and the broader Hunter region. This public-private partnership aims to finalize a long-term fixed electricity price purchase agreement for the smelter while providing favorable financing arrangements to accelerate the development of renewable energy generation and ESS projects in New South Wales. Under the agreement, Tomago Aluminum is expected to invest at least AUD 1 billion in capital expenditure and major equipment maintenance over the next decade, including exploring feasible solutions to further reduce carbon emissions for the smelter.
- 22:25
AGB2A-GIC Gets Approval to Resume Guinea Operations, New Mining Royalty Model Adopted
According to foreign media reports, the Guinea Bauxite, Alumina, and Aluminum Alliance (AGB2A-GIC), affiliated with Guinea International Group, has finally obtained formal approval from the Ministry of Mines and Geology to resume all operations suspended since May 2025. Informed sources revealed that the mining department ultimately selected the most reasonable and beneficial solution for Guinea's national interests: restoring the pre-incident status, whereby the Guinean government will directly collect mining royalties from the alliance and Shunda (SD) Mining, replacing the previous model of charging Axis Mining. Currently, Axis Mining, whose mining rights have been revoked, has filed a lawsuit in New York, seeking to protect its rights through arbitration. The alliance's chief executive has signed a protocol authorizing the enterprise to immediately resume operations in the mining license area of Guinea Smart Mining Company (GBT). The sources further disclosed that the agreement explicitly stipulates that, out of the agreed-upon $250 million, the alliance can commence operations in the former Axis Mining license area once $125 million is transferred to the Guinean treasury. If the involved Axis Mining mine resumes normal operations in December, it is expected to contribute approximately 40 million mt of supply throughout 2026.
- 22:24
Henan Zhengyuan Signs Framework Agreement for 300,000 mt Aluminum Alloy Project in Baotou
Recently, a delegation from Henan Zhengyuan New Material Technology Co., Ltd. visited Baotou Jinshan Economic Development Zone for a field trip and conducted on-site discussions regarding the implementation of a 300,000 mt high-performance aluminum alloy project. The framework agreement for Henan Zhengyuan New Material Technology Co., Ltd.'s 300,000 mt high-performance aluminum alloy project in Guyang County has been signed in Baotou Jinshan Economic Development Zone. With a total investment of 600 million yuan, the project is planned to cover an area of 160 mu and will be developed in two phases. The first phase involves the construction of production lines for 300,000 mt of high-performance aluminum alloy ingots and aluminum alloy bars, focusing on the R&D and production of high-performance aluminum alloy base materials. The second phase will expand into the high-end manufacturing sector, establishing production lines for 2 million aluminum alloy and magnesium alloy wheel hubs annually, thereby extending the industry chain and enhancing product value-added. Upon reaching full production, the project is expected to achieve an annual sales revenue of 5 billion yuan, contribute 50 million yuan in taxes annually, and create employment for 300 people. It will effectively optimize the industrial structure of Guyang County, strengthen the non-ferrous metal new materials industry cluster, and inject strong momentum into the high-quality economic and social development of the regi
- 22:21
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On December 10, 2025, the opening ceremony and production launch of Milisun Technology's US facility—Milisun Die Casting Technology Co., Ltd.—was successfully held in Salisaw, Oklahoma, US. According to the US plant's capacity plan, the first phase is expected to focus on R&D and manufacturing for business units such as NEVs and ESS. As the first intelligent die-casting plant in Milisun Technology's overseas footprint, the US facility primarily engages in the R&D, production, and global distribution of high-precision aluminum high-pressure die-casting parts. It integrates Milisun's most advanced intelligent manufacturing technologies, digital management systems, and stringent quality control standards to provide solutions for NEVs, communications, ESS, AI artificial intelligence, and other industrial applications.
- 22:09
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Dongshan Aluminum's 240,000 mt 600kA Aluminum Project Commenced This Month, Scheduled for Operation in August 2026 Yidian Holding Group Co., Ltd. transferred 240,000 mt of aluminum capacity from Henan Hengkang Aluminum Co., Ltd. (hereinafter referred to as Hengkang Aluminum), a company under the group located in Shanzhou District, Sanmenxia City, Henan Province, to Inner Mongolia Dongshan Aluminum Co., Ltd. (hereinafter referred to as Dongshan Aluminum) through an internal capacity transfer within the group. Hengkang Aluminum and Dongshan Aluminum signed an internal group capacity transfer agreement and formulated a capacity replacement plan. The Chifeng Municipal Bureau of Industry and Information Technology submitted the "Request for Re-announcement of the Public Notice on the 240,000 mt Aluminum Capacity Replacement Plan of Inner Mongolia Dongshan Aluminum Co., Ltd." (Chifeng MIIT Document [2025] No. 174). In accordance with the relevant requirements of the "Guiding Opinions of the General Office of the State Council on Creating a Favorable Market Environment to Promote Structural Adjustment, Transformation, and Efficiency Improvement in the Nonferrous Metals Industry" (State Council Document [2016] No. 42) and the "Notice of the Ministry of Industry and Information Technology on Matters Related to the Implementation of Capacity Replacement by Aluminum Enterprises through Mergers, Reorganizations, and Other Means" (MIIT Original [2018] No. 12), the capacity replacement pl
- 21:56
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[Multiple Listed Companies Plan to Raise Prices of Lithium Iron Phosphate Products] According to information obtained by reporters from the First Third Council Meeting of the Lithium Iron Phosphate Materials Branch of the China Industrial Association of Power Sources, several leading companies have begun adjusting the prices of their products. Recently, the lithium iron phosphate industry has been witnessing an intensive wave of price hikes. Reporters have learned from multiple companies along the supply chain that leading manufacturers have started issuing clear price increase notices to their customers. It is understood that one major manufacturer has explicitly stated that, starting from 2026, processing fees for the entire range of lithium iron phosphate products will be uniformly raised. Another industry insider revealed that price increases for certain customers have already been implemented. Some companies are still in intensive negotiations with clients but acknowledge that "price hikes have become an inevitable trend." This move is expected to help restore profit margins for companies in the industry.
- 21:56
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[China's Domestic Power Battery Installation Volume in November Reaches 93.5 GWh, Up 39.2% Year-on-Year] The China Automotive Battery Innovation Alliance released the power battery monthly data for November 2025. In November, domestic power battery installation volume reached 93.5 GWh, an increase of 11.2% month-on-month and 39.2% year-on-year. Among these, ternary battery installation volume was 18.2 GWh, accounting for 19.4% of the total, showing a 9.9% month-on-month growth and a 33.7% year-on-year increase. Lithium iron phosphate (LFP) battery installation volume was 75.3 GWh, constituting 80.5% of the total, with an 11.6% month-on-month rise and a 40.7% year-on-year surge. From January to November, the cumulative domestic power battery installation volume was 671.5 GWh, reflecting a cumulative year-on-year growth of 42.0%. Within this, cumulative ternary battery installation volume was 125.9 GWh, representing 18.8% of the total, with a cumulative year-on-year increase of 1.0%. Cumulative LFP battery installation volume reached 545.5 GWh, making up 81.2% of the total, and saw a cumulative year-on-year growth of 56.7%.
- 21:55
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[Wanrun Co., Ltd.: Solid-State Battery Materials Complete Pilot Lab Testing, Preparing for Pilot-Scale Production] Recently, Wanrun Co., Ltd. stated on an interactive platform that the company has completed the pilot lab-scale development of solid-state battery materials. The developed product is lithium sulfide, which is currently primarily used as a key upstream material for solid-state battery electrolytes. Downstream enterprises have already assisted in testing the pilot lab samples, and their performance meets the required standards. Preparations are currently underway for the construction of a pilot-scale production line.
- 21:54
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[Optimized Regulatory Measures for Import and Export of Lithium Thionyl Chloride Batteries Introduced] On December 12, the Ministry of Industry and Information Technology (MIIT), in conjunction with the Ministry of Commerce and the General Administration of Customs, jointly issued the "Notice on Optimizing Import and Export Regulatory Measures for Lithium Thionyl Chloride Batteries" (MIIT-Lian-An-Quan-Han No. 335, 2025). Effective January 1, 2026, individual lithium thionyl chloride batteries or battery packs containing no more than 1 kilogram of thionyl chloride (a Category III controlled chemical) will no longer require an "Import/Export Approval Form for Controlled Chemicals" or an "Import/Export License for Dual-Use Items and Technologies" for import or export. Other lithium thionyl chloride batteries or battery packs will still require relevant import/export approval procedures in accordance with existing regulations. Lithium thionyl chloride batteries are primary (non-rechargeable) consumer lithium batteries that use thionyl chloride as the positive active material and electrolyte. They are widely used in products such as smart instrumentation, medical devices, and scientific research equipment. These optimized regulatory measures aim to align China's controlled chemical regulations with international practices, enhance trade facilitation, better integrate into international industrial and supply chains, strengthen international competitiveness, and support the high-qu
- 21:51
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[World's Largest Automotive Safety Testing Center Commences Operations in Ningbo, Zhejiang] Recently, the world's largest automotive safety testing center was put into operation in Ningbo, Zhejiang Province. This center encompasses multiple Guinness World Records, holding the title for the largest land area globally in the field of automotive testing and verification, while also boasting the most comprehensive testing capabilities. The automotive safety testing center also features several global or domestic "firsts": a Guinness-certified world's largest automotive environmental wind tunnel capable of simulating extreme climates from severe cold to intense heat, and high altitude to heavy rainfall; China's first collision test zone enabling 0 to 180-degree stepless adjustable angles for impacts; and a fully integrated testing system incorporating pedestrian protection, digital deformation analysis, and other functions.
- 21:51
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[Vietnam's Capital Plagued by Severe Smog, Government Urges Factory Output Cuts] According to CCTV News, Hanoi, the capital of Vietnam, has been grappling with severe smog for several consecutive days. Data from the air pollution information app AirVisual showed that at noon on December 11th, Hanoi's Air Quality Index (AQI) reached 243, placing it as the fourth most air-polluted city globally. In terms of PM2.5 concentration, the pollution level in Hanoi might be approximately 50 times higher than the World Health Organization's recommended standard of 5 micrograms per cubic meter. Earlier this week, the city also topped the list of the world's most air-polluted cities on multiple occasions. In response to the pollution, the Vietnamese Ministry of Health urged power, steel, and chemical plants to reduce production output earlier this week. Hanoi also plans to implement a ban on gasoline-powered motorcycles in parts of the city center from mid-2026, with the prohibition to be gradually extended to fuel-powered cars thereafter. Reports indicate that motorcycles are the primary mode of transport for Hanoi residents, with the city hosting around 7 million motorcycles and over 1 million cars.
- 21:49
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[China's Power Battery Exports Reach 21.2 GWh in November, Up 70.2% Year-on-Year] The China Automotive Battery Innovation Alliance released the power battery monthly data for November 2025. In November, China's total exports of power and other batteries amounted to 32.2 GWh, an increase of 14.1% month-on-month and 46.5% year-on-year. These combined exports accounted for 17.9% of the total sales volume for the month. Specifically, power battery exports reached 21.2 GWh, constituting 66.0% of total exports, marking a 9.4% increase from the previous month and a significant 70.2% rise year-on-year. Exports of other batteries were 10.9 GWh, making up 34.0% of total exports, with a 24.4% month-on-month growth and a 15.3% year-on-year increase. From January to November, China's cumulative exports of power and other batteries totaled 260.3 GWh, reflecting a cumulative year-on-year growth of 44.2%. These cumulative exports accounted for 18.4% of the total sales volume in the first eleven months. Within this, cumulative power battery exports were 169.8 GWh, representing 65.2% of total exports, with cumulative growth of 40.6% year-on-year. Cumulative exports of other batteries reached 90.5 GWh, accounting for 34.8% of total exports, and saw a cumulative year-on-year increase of 51.4%.
- 20:27
China Issues 4,277 Bln Yuan in Local Gov't Special Bonds, Boosting Construction Projects
[SMM Aluminum Express] The latest data from the Ministry of Finance showed that from January to November this year, China issued 4,277 billion yuan in new local government special bonds, reaching 97% of the issuance progress, strongly supporting the accelerated advancement of construction projects across the country. At the same time, all ultra-long-term special government bonds were issued by October, one month earlier than the previous year, providing timely and robust support for accelerating the construction of major infrastructure and key livelihood projects.
- 20:27
China's Machinery Industry: Over 7.1% Annual Value-Added Growth in 14th Five-Year Plan, Enterprises Surge, Exports Soar
[SMM Aluminum Express] During the 14th Five-Year Plan period, the average annual growth rate of the value added of China's machinery industry exceeded 7.1%, higher than the national industrial and manufacturing averages during the same period. The number of enterprises above designated size increased from 92,000 to 137,000 by the end of October 2025. The total import and export value exceeded $1 trillion for five consecutive years.
- 20:27
NDRC Meeting Stresses Key Development, Reform Tasks for Next Year
[SMM Aluminum Express] The National Development and Reform Work Conference was held in Beijing on December 12-13. The meeting emphasized the need to solidly carry out key development and reform tasks for the coming year. It is essential to comprehensively address "involution-style" competition and cultivate new drivers of development. Efforts will focus on improving capacity governance in key industries and regulating major infrastructure, vigorously fostering and expanding emerging and future industries, cultivating and strengthening several emerging pillar industries, deepening and expanding the "Artificial Intelligence+" initiative, addressing shortcomings in the science and technology services sector, improving the industrial ecosystem of the low-altitude economy, and advancing the high-quality development of the digital economy.
- 20:26
NDRC Work Conference Stresses Measures to Boost Consumption Upgrade
[SMM Aluminum Express] The National Development and Reform Work Conference was held in Beijing on December 12-13. The meeting emphasized the need to solidly carry out key development and reform tasks for the coming year. Concrete and innovative measures must be taken to boost consumption. Efforts will be made to optimize the implementation of the trade-in policy for consumer goods, actively expand service consumption, accelerate the removal of unreasonable restrictive measures in the consumption sector, and promote the quality improvement and upgrading of consumption supply.
- 20:25
NDRC Work Conference Stresses Key Reform Tasks for Next Year
[SMM Aluminum Express] The National Development and Reform Work Conference was held in Beijing on December 12-13. The meeting emphasized the need to solidly carry out key development and reform tasks for the coming year. It is essential to deeply understand the strategic intentions of the Party Central Committee, adhere to local conditions, improve the quality of planning, strengthen the review and coordination of planning content, and implement the decisions, deployments, and work requirements determined by the "Proposals" of the Fourth Plenary Session of the 20th Central Committee. At the same time, it is necessary to enhance economic monitoring, early warning, and analysis, improve the policy toolkit, strengthen expectations management, ensure the smooth transition of policies and work between this year and the next, promote the early implementation of policies, and achieve a good start.
The local prices are expected to be released soon, stay tuned!
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