1、North American aluminum demand remained stable in early 2026, with a 4.4% drop in the first half of 2025, and the delayed Q3 data is to be released soon due to the government shutdown;

2、The U.S. market slumped with a broad stock decline this week, corporate layoffs exceeded 100,000 people marking the worst start since 2009, and manufacturing jobs continued to decrease;

3、The Trump administration announced the launch of "Project Vault" to establish a strategic reserve of critical minerals. As a core critical material, aluminum recycling is the key to boosting domestic supply;

4、The site of an idled aluminum smelter in Kentucky, the U.S. is to be redeveloped into an AI data center, highlighting the industry challenges of high cost and energy consumption for building new primary aluminum smelters in the U.S.;

5、U.S. Customs will auction 22,000 tons of seized high-grade aluminum alloy in California in two phases, with the first auction on February 19 and the second in May;

6、The Alliance for Automotive Innovation supported the Trump administration's rollback of U.S. fuel economy standards and suggested targeted regulatory reforms, which may influence automakers' design and material demand;

7、A relevant institutional report stated that the aluminum industry and electrified heavy industry have reached a critical development juncture, with energy costs, decarbonization pressures and other factors to impact industrial competitiveness and investment decisions;

8、The President of the Can Manufacturers Institute discussed the stagnant aluminum can recycling rate; the beverage industry's shift to aluminum can packaging continues, with aluminum cans boasting both sustainability and fast recycling advantages;

9、The Aluminum Association announced its 2026 meeting schedule, with the annual meeting in Washington from October 28 to 30 and the spring meeting in the suburbs of Austin from April 22 to 24;

10、The Aluminum Association called on the U.S. federal government to restrict aluminum scrap exports, proposing an immediate ban on the export of used beverage containers outside North America to ensure raw material supply for the domestic manufacturing industry;

11、Due to the characteristics of light weight, high structural strength and good thermal conductivity, aluminum has become a core manufacturing material for home appliances and consumer electronics such as washing machines and laptops.

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