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  Middle East Trade Chain for Aluminum Foil Disrupted by Geopolitical Conflicts, Down 0.74% YoY in Jan-Feb [SMM Analysis]

  [SMM Analysis: China’s Aluminum Foil Exports Edged Down 0.74% YoY in January-February, Geopolitical Conflicts Disrupted the Middle East Trade Chain] According to customs data, China’s total aluminum foil exports in January-February 2026 (tariff codes 76071110, 76071120, 76071190, 76071900, 76072000) reached 214,800 mt, down 0.74% YoY from 2025, of which exports were 121,100 mt in January, up 2% YoY, and 93,700 mt in February, down 4% YoY.

• Aluminum Plate/Sheet and Strip Exports Face Dual Pressure Despite 16.6% YoY Growth in Jan-Feb [SMM Analysis]

  [SMM Analysis: Aluminum Plate/Sheet and Strip Exports up 16.6% YoY in January-February, to Face Dual Pressure] According to customs data, China’s total exports of aluminum plate/sheet and strip reached 509,300 mt in January-February 2026, up 16.65% YoY from 2025. Of this, exports were 278,500 mt in January, up 16% YoY, and 230,800 mt in February, up 17% YoY.

• [SMM Analysis] The arrival volume of spodumene in January 2026 reached a record high then declined in February.

• Analysis of Import and Export Data for Unwrought Aluminum Alloy, January-February 2026[SMM Analysis]

  [SMM Analysis]Analysis of Import and Export Data for Unwrought Aluminum Alloy, January-February 2026

• [SMM Analysis] China’s Tungsten Exports Fall, Ore Imports Jump in Early 2026

  According to customs data, China’s total exports of tungsten smelting products and tungsten materials reached approximately 1,805.3 tonnes in January–February 2026, down 27.6% year on year.