MediumMarketSignal detected 11h ago

Emerging 'scrap nationalism' restricts secondary aluminium feedstock movement

Aluminium Market 2025 to 2032: Deficit Economics, Decarbonisation and the Reshaping of Global Supply
What Changed

As the secondary recycling sector expands toward a projected 41.14 million tonnes by the end of 2026, primary producers are increasingly diversifying into recycling to meet decarbonisation mandates. This shift has triggered protectionist policies globally, with nations implementing export restrictions to treat aluminium scrap as a strategic domestic resource. This 'scrap nationalism' threatens to fragment global secondary sourcing networks and alter regional price premiums.

At a Glance
Severity
Medium
Likelihood
Medium
Spend Exposed
Add your annual spend to quantify exposure:
$
Confidence
85%
Recommended Actions 1

Diversify secondary metal sourcing regionally

Geographic diversification minimizes exposure to localized export bans and protectionist scrap retention policies.