China aluminium exports hit historic highs amid looming 2030 deficits

A report published on July 13, 2026, details that China's aluminium exports have reached historic highs, driven by accelerating consumption from clean energy, electric vehicles, and grid infrastructure. This surge occurs despite localized summer slowdowns and underscores a severe structural tightness. Longer-term forecasts project a massive global supply shortfall of up to 16 million metric tons for primary aluminium by 2030 due to capital bottlenecks and capacity constraints outside China.