- Operational stability keeps alumina output firm in Aug’25
- Global alumina output rises 5% in 8MCY’25 to 95.11 mnt
Global metallurgical alumina production was largely stable at 12.49 million tonnes (mnt) in August 2025 against 12.35 mnt in July, supported by steady refinery operations and firm demand, according to the International Aluminium Institute (IAI).
On a y-o-y basis, production was up 6% from 11.83 mnt recorded in August 2024, underlining a steady expansion trend. Additionally, the global alumina output witnessed an increase of 5% to 95.11 mnt in 8MCY’25 (January-August 2025) from 90.93 mnt in 8MCY’24.
China’s output firm in Aug’25
China’s metallurgical-grade alumina production stood firm m-o-m in August 2025, supported by strong profit margins exceeding RMB 300/t.
Meanwhile, China’s alumina output in 8MCY’25 stood at 57.58 mnt, reflecting an increase of 7.6% y-o-y from 53.51 mnt in 8MCY’24.
Operating capacity increased by 1.04 mnt, driven by ramp-ups at new projects and higher output at select plants. However, gains were tempered by maintenance activity in the south and reduced calcination in the north ahead of the 3 September military parade. Despite steady national growth, regional supply constraints kept southern spot alumina prices firm, reflecting divergent market dynamics amid ongoing raw material and operational adjustments.
Region-wise breakdown
Oceania’s alumina output rose slightly by 1% m-o-m to 1.45 mnt in August, from 1.44 mnt in July. This modest increase was driven by improved operations in Australia, supported by steady bauxite supplies and continued export demand.
Alumina production in Africa and Asia excluding China increased by 4% m-o-m to 1.29 mnt in August from 1.24 mnt in July.
South America saw a significant 8% m-o-m increase in alumina output to 1.00 mnt in August from 0.93 mnt in July. Improved mining activity and capacity ramp-ups boosted production in key countries. Meanwhile, North America saw a 2% increase in alumina production during August.
Europe, including Russia, recorded a slight 2% decline in alumina production to 0.47 mnt in August from 0.48 mnt in July. The drop was mainly due to seasonal maintenance and energy supply challenges affecting production.
Outlook
Global alumina production in September 2025 is likely to stay steady overall, with China maintaining strong output and South America continuing to ramp up production. However, potential disruptions from seasonal maintenance in Europe and supply constraints in some regions could limit growth.
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