[ADC12 Price Daily Commentary: Aluminum Alloy Futures Consolidate with Upward Bias, Spot Market Weakens as Prices Hold Steady] Today, overall ADC12 market quotations continued to remain stable, with enterprises generally reluctant to adjust prices. On one hand, recent fluctuations in aluminum prices were limited, and the cost side lacked a clear driver, keeping market quotations relatively stable; on the other hand, as traditional consumption...

While Asian 304 2B cold-rolled coil prices remained stable last week, Chinese Taiwan’s export offers continued to climb. This surge is driven by increased production costs and firm pricing strategies from mills, further fueled by geopolitical instability in the Middle East. Chinese export offers stayed flat due to sluggish domestic demand; however, a stronger Chinese Yuan and rising local prices suggest potential hikes ahead. In raw materials, LME nickel prices rebounded by US$142, while Indonesian NPI prices faced further declines. Market participants expect continued volatility for Asian CRC as weak demand balances against rising input expenses.

A boom in battery storage has bolstered the demand outlook for lithium in 2026, driving hopes for an accelerated turnaround for an industry struggling with oversupply.

Interested in lithium-mining companies? We break down operations and news from the world's largest lithium producers by market cap.