30.06.2025, 20:25
Russia has dramatically increased the supply of one type of product to China
Source: OREANDA-NEWS
OREANDA-NEWS According to the results of the first five months of 2025, the total volume of Russian metal supplies to China increased by about 1.5-2.5 times compared to the same period in 2024. A sharp increase in exports of this type of product from Russia to China is reported by Bloomberg, citing data from the Trade Data Monitor.
During the reporting period, aluminum supplies increased by almost 56 percent year-on-year, to one million tons. Copper exports, in turn, jumped by 66 percent and reached 452 thousand tons. During this time, the volume of nickel purchases by Chinese importers increased by about 2.5 times and amounted to 28 thousand tons.
The sharp increase in exports of Russian metals to the Chinese market is largely due to restrictions on their shipment to the London and Chicago Mercantile Exchanges. Against this background, the largest producers of aluminum, copper and nickel — Rusal, United Company and Norilsk Nickel — urgently had to diversify their export geography. Rusal was forced to increase shipments to China against the background of the European quota for aluminum imports (no more than 275 thousand tons until February 2026).
Earlier, the Exexpress agency warned that the ban on purchases of primary aluminum from Russia would damage the European Union (EU) and strengthen China. Experts from the Stockholm-based think tank Free Trade in Europe noted that such restrictions in the foreseeable future will lead to an increase in prices for this metal in the EU by 20-30 percent. Germany, which faces the risk of losing 20,000 jobs, and Austria, which is entirely dependent on global aluminum prices, will be under attack. Russian suppliers are likely to provide discounts to Chinese importers in order to redirect the lost volumes to the Asian country. As a result, the main loser from the restrictions may be the European industry.
During the reporting period, aluminum supplies increased by almost 56 percent year-on-year, to one million tons. Copper exports, in turn, jumped by 66 percent and reached 452 thousand tons. During this time, the volume of nickel purchases by Chinese importers increased by about 2.5 times and amounted to 28 thousand tons.
The sharp increase in exports of Russian metals to the Chinese market is largely due to restrictions on their shipment to the London and Chicago Mercantile Exchanges. Against this background, the largest producers of aluminum, copper and nickel — Rusal, United Company and Norilsk Nickel — urgently had to diversify their export geography. Rusal was forced to increase shipments to China against the background of the European quota for aluminum imports (no more than 275 thousand tons until February 2026).
Earlier, the Exexpress agency warned that the ban on purchases of primary aluminum from Russia would damage the European Union (EU) and strengthen China. Experts from the Stockholm-based think tank Free Trade in Europe noted that such restrictions in the foreseeable future will lead to an increase in prices for this metal in the EU by 20-30 percent. Germany, which faces the risk of losing 20,000 jobs, and Austria, which is entirely dependent on global aluminum prices, will be under attack. Russian suppliers are likely to provide discounts to Chinese importers in order to redirect the lost volumes to the Asian country. As a result, the main loser from the restrictions may be the European industry.
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