Aluminium Sheet & Coil: Market Size & Forecast 2026

The global aluminium sheet and coil market sits at approximately USD 65 billion in 2025 (base year), held in a structurally tight balance between automotive lightweighting demand, energy-cost-driven supply constraints in Europe, and the cumulative impact of trade-defence measures that have rerouted global trade flows since 2018. The reference SKU, cold-rolled 1xxx/3xxx series sheet, 1.0mm gauge, FOB Rotterdam, trades in the USD 4,850-5,200/MT band in Q2 2026, with LME aluminium (USD 3,260/MT in June 2026) as the dominant cost anchor. > **Analyst Take.** The 50% US Section 232 tariff effective June 2025 is the single most consequential structural shift in the category since the 2018 trade war, and most buyer procurement strategies have not fully re-rated for it. The landed-cost premium on Chinese-origin sheet into the US Gulf has risen from roughly USD 300/MT pre-2025 to USD 1,500/MT plus

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