[Geopolitical Tensions Combined With Deferred Interest Rate Cut Expectations Leave SHFE Aluminum Under Short-Term Pressure but Fluctuating at Highs] Against the backdrop of continued tightening LME liquidity, LME aluminum still has upward momentum, with strong support from prices outside China, and is expected to maintain a backwardation structure in the short term. China remains in a phase of high inventory coupled with weak fundamentals, and its upward momentum is significantly weaker than that outside China. Amid divergent domestic and external drivers, the SHFE/LME price ratio is expected to continue weakening, and aluminum prices are still expected to fluctuate at highs in the short term.

Since the global consensus on green and low-carbon development was reached, the strategic position of the secondary metal industry has become increasingly prominent. With the accelerated advancement of industrialization, the demand for metal resources has continued to grow. As a green, environmentally friendly, and economically viable alternative resource, secondary metals have become a global focus. In recent years, Southeast Asia has emerged as a significant global hub for the distribution and processing of secondary resources. Meanwhile, with the deepening internationalization of industries such as NEVs, processing enterprises in the secondary copper, secondary aluminum, and battery sectors at the material end have chosen to establish factories in Southeast Asian countries like Thailand to expand overseas resources and enhance global competitiveness. Thailand, as a major economy in Southeast Asia, boasts a relatively mature resource recycling system and a favorable geographical location, providing convenient conditions for regional collaboration and international trade in the secondary metal industry. It has now developed into a global industrial base for the recycling, sorting, and reprocessing of secondary metals such as secondary aluminum and secondary copper, annually exporting substantial amounts of secondary metal resources to China and other countries. Additionally, Thailand's manufacturing sector is thriving, with annual expansions in areas such as automotive manufacturing and electronics and electrical appliances, providing strong demand support for the secondary metal resource industry. From June 24-25, 2024, the 1st SMM Global Secondary Metal Industry Forum was held in Malaysia. The event brought together recycling associations, government officials, and renowned enterprises from various regions to discuss the current state and future development of the secondary metal industry. From 2024 to 2025, with the continuous updating of secondary metal policies and the rapid development of the industry, SMM Information & Technology Co., Ltd. plans to hold the 2025 SMM 2nd Global Secondary Metal Industry Chain Summit Forum in Thailand from June 12-13, 2025, to assist enterprises in navigating the changes in the secondary metal industry, comply with industry standardization requirements, and provide a platform for business exchanges. The summit aims to gather associations, leading enterprises, research institutions, industry experts, and policymakers from the global secondary metal sector to jointly explore new trends, technologies, and policies in the development of the secondary metal industry. It will establish an international platform for exchanges, cooperation, resource sharing, and collaborative innovation, contributing to the construction and improvement of the global resource recycling system and the realization of a global green economic transition. At this year's conference, Xuzhou Siyuan Aluminum Co., Ltd. will make a grand appearance. Along with upstream and downstream colleagues in the secondary metal industry, they will engage in in-depth discussions on the pain points and challenges facing the industry, jointly explore business opportunities for win-win cooperation, and discuss ways to promote high-quality development in the industry. Click on the registration form to register for the conference immediately. The voice of low-carbon development resonates globally. See you in Bangkok! Xuzhou Siyuan Aluminum Co., Ltd. is an industry-leading enterprise that combines the characteristics of a national high-tech enterprise, a specialized and innovative enterprise, and an enterprise certified by the ISO three-system. We specialize in the research, development, production, sales, and service of aluminum melt purification non-ferrous metal fluxes, elemental additives, and aluminum master alloys. Our company's headquarters is located in Weijie Industrial Park, Tongshan District, Xuzhou City, Jiangsu Province, covering an area of 20,000 m². With an annual production capacity exceeding 80,000 mt, our product sales consistently rank among the top three in the industry. In particular, our aluminum flux production capacity ranks first nationwide, making us a core supplier of auxiliary materials in the aluminum processing industry. "Remember the source of water when drinking, and integrity is the foundation." Siyuan adheres to the philosophy of "limited resources, infinite recycling" and consistently upholds an industry attitude of "expanding by one centimeter, delving deep by one kilometer." We are committed to providing high-quality aluminum melt purification solutions for the aluminum processing industry, serving the lightweight technology research, development, and manufacturing in fields such as automobiles, rail transit, new energy, robot manufacturing, aerospace, etc., contributing to energy conservation and emission reduction in aluminum scrap recycling and achieving green and sustainable development. Xuzhou Siyuan Aluminum Co., Ltd. is an industry-leading enterprise that integrates national high-tech enterprises, specialized and innovative enterprises, and ISO three-system certified enterprises. We focus on the research, production, sales, and service of aluminum melt purification, non-ferrous metal fluxes, elemental additives, and aluminum master alloys. Our company's headquarters is located in Weijie Industrial Park, Tongshan District, Xuzhou city, Jiangsu Province, covering an area of 20,000 square meters. With an annual production capacity of over 80,000 tons, our products and sales ranks among the top three in the industry. Among them, the aluminum flux production capacity ranks first in the country, and we are a core auxiliary material supplier in the aluminum processing industry. "Remembering the source of water when drinking and integrity is the foundation." Siyuan adheres to the concept of "limited resources, infinite recycling", and always upholds the industry attitude of "expanding by one centimeter and deepening by one kilometer", and dedicated to providing high-quality aluminum melt purification solutions for the aluminum processing industry. We serve the research and development and manufacturing of lightweight technologies in fields such as automobiles, rail transit, new energy, robot manufacturing, aerospace, etc., contributing to energy conservation and emission reduction in waste aluminum recycling and achieving green and sustainable development. Contact Information Enhao Zhang 19352802131 Long press to scan the QR code and register immediately 2025 SMM (2nd) Global Recycled Metal Industry Peak Forum

[SMM Analysis: Supply of Waste Aluminum Remains Tight, Price Gap between Refined and Waste Aluminum May Rise First and Then Fall in August] SMM News on August 15: On the whole, as we enter August, domestic secondary aluminum processors have found it difficult to increase production due to the implementation of policies such as the Fair Competition Review Regulations and insufficient orders from the downstream die-casting industry. As a result, downstream demand for waste aluminum remains weak. Despite the stabilization of spot prices for primary aluminum, which has halted its decline, holders of waste aluminum have become more willing to sell, but high downstream costs have led to...

Hubei Lithium Treasure: Lithium Iron Phosphate Battery Wet Recycling Project Trial Production On December 13, the 1st phase of the 14 billion yuan Lithium Treasure New Energy Project in Wuxue City officially ignited and underwent trial runs. The annual processing of 200,000 tons of waste lithium battery resources for the recycling and circular economy project is a investment attraction project in Wuxue, covering an area of ​​120 acres and a total investment of 14 billion yuan, divided into two phases of construction. The first phase has a total investment of 2.65 billion yuan, with an annual production scale of 10,000 tons of crushed lithium iron phosphate waste battery line and a wet recycling and production line for 10,000 tons of battery powder. This project mainly extracts battery-grade lithium carbonate and battery-grade iron phosphate from waste lithium batteries, with an annual production of 8,000 tons of iron phosphate and 2,000 tons of lithium carbonate, and by-products including crude negative graphite powder, waste copper, waste aluminum, and mica powder.