Group 1 - Brazil's total exports of bauxite and alumina reached 363,300 tons by the third week of August 2025, compared to 532,400 tons in August of the previous year [1] - The average daily shipment volume increased to 33,000 tons per day, marking a 36.46% rise from 24,200 tons per day in August of the previous year [1]

Group 1 - The core viewpoint of the article highlights the fluctuations in LME aluminum futures prices, with a current price of $2620 per ton, reflecting a slight decrease of 0.10% from the opening price [1] - On August 12, LME aluminum futures opened at $2582.0, reached a high of $2631.0, and closed at $2624.5, marking an increase of 1.53% [1] - The current spot price ratio of electrolytic aluminum in Shanghai to London is 7.96, indicating an import loss of -1363.42 yuan per ton, which is an improvement from the previous day's loss of -1546.36 yuan per ton [1] Group 2 - In the first week of August 2025, Brazil exported a total of 25.93 million tons of aluminum ore and aluminum concentrate, significantly lower than 53.24 million tons in August of the previous year, with a daily average shipment of 4.32 million tons, up 78.58% from 2.42 million tons last August [1] - As of August 12, LME reported aluminum registered warrants at 462,875 tons and canceled warrants at 14,225 tons, remaining unchanged, while total aluminum inventory increased by 1,250 tons to 477,100 tons [1]

Core Viewpoint - The LME aluminum futures prices are experiencing a slight upward trend, with current trading showing a price of $2598 per ton, reflecting a 0.46% increase from the opening price [1] Aluminum Market Overview - On August 11, LME aluminum futures opened at $2606 per ton, reached a high of $2624 per ton, and closed at $2585 per ton, marking a decrease of 1.11% [1] - In the first week of August 2025, Brazil exported a total of 25.93 million tons of aluminum ore and aluminum concentrate, a significant drop from 53.24 million tons in August of the previous year. The average daily shipment increased by 78.58% to 4.32 million tons per day compared to 2.42 million tons per day last year [1] - As of August 11, the electrolytic aluminum spot price ratio between Shanghai and London was 7.9, with an import loss of -1546.36 yuan per ton, slightly improved from -1581.27 yuan per ton on the previous trading day [1] - On August 11, LME reported aluminum registered warrants at 461,625 tons and canceled warrants at 14,225 tons, remaining stable; total aluminum inventory increased by 5,275 tons to 475,850 tons [1]