Aluminium prices are nearing record highs as structural supply issues, driven by stricter environmental policies and high energy costs, tighten global inventories.
Aluminum crossed $3,600/ton on the LME as energy costs (40% of production) and environmental caps make supply structurally inelastic, with China's output ceiling fixed at 45M tons. With a global deficit forecast through 2026, input costs rise for EV, solar, and infrastructure hardware manufacturers.
The price surge is largely attributed to structural changes
May 25, 2026
03:15 pm
What's the storyAluminum prices are hitting multi-year highs, with the London Metal Exchange (LME) trading at over $3,600 per ton and the Multi-Commodity Exchange (MCX) hovering around ₹390/kg.
The price surge is largely attributed to structural changes rather than temporary factors.
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