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Shanghai Metals Market

China–UAE News
Source: Renewables Now

China’s September Solar Module Exports Surge Driven by Middle East Demand

China exported 23.92 GW of photovoltaic modules in September 2026, representing a 44.2% month-on-month increase, according to Shanghai Metals Market data. The rebound was largely driven by Middle East shipments, with combined purchases from Saudi Arabia, the UAE, and Turkey exceeding 3.97 GW. Despite the monthly gain, total Chinese exports for the first nine months fell 9.6% year-on-year to 184.66 GW.

Industry News
Source: Shanghai Metals Market

Japan Downstream Aluminium Imports Fall 6.2% as UAE Shipments Drop 41.8%

Japan imported 1.36 million tonnes of downstream aluminium products in January–August 2026, marking a 6.2% decline year-on-year. Shipments from the UAE plunged 41.8% to 157,022 tonnes, relegating the country to second place among Japan's major suppliers while Australia took the top spot. Japan's spending on imports from the UAE dropped 31.8% to USD 517 million, whereas suppliers from China and Brazil gained market share.

China–UAE News
Source: Shanghai Metals Market

China Aluminum Foil Exports Surge in September Driven by UAE and Mexico Demand

China's aluminum foil exports reached 128,200 tonnes in September 2026, marking the second-highest monthly volume of the year according to customs data analyzed by Shanghai Metals Market (SMM). The 6.8% month-on-month increase was propelled by sharp demand rebounds from the UAE and Mexico. Cumulative exports for the first nine months reached 1.0527 million tonnes, up 3.8% year-on-year.

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