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Key Takeaways:

• China FOB Shanghai: Aluminum Sheet prices rose ** to USD *,***/MT, driven by robust export demand from UAE, Taiwan, and Thailand despite domestic oversupply
• USA CFR New York: Aluminum Sheet prices surged ** to USD *,***/MT due to doubled Section *** tariffs creating artificial supply scarcity
• South Korea FOB Busan: Aluminum Sheet prices increased ** to USD *,***/MT, supported by Southeast Asian demand amid domestic construction collapse
• Feedstock Impact: U.S. Midwest premium reached record USD *,***/MT, dramatically inflating input costs for sheet production

China showed phenomenal export durability as Aluminum Sheet producers successfully repurposed surplus inventory into foreign markets. The ** price gain FOB Shanghai took place despite the **.*** year-on-year collapse in casting ingot production, showing the power of entirely export focused strategies. Strong demand for Aluminum Sheet from the UAE infrastructure projects, Taiwan electronics manufacturers, and Thailand&#**;s recovering industrial sector allowed for desperately needed...