Rolled aluminum product statistics (June 2026)

Research evidence excerpt

Rolled aluminum product statistics (June 2026)

Global Markets Research

Rolled aluminum product statistics (June 2026) 30 July 2026

EQUITY: JAPAN STEEL, NONFERROUS METALS, WIRE & CABLE

Shipment volume of flat-rolled products up 6% y-y Research Analysts

in Apr–Jun Japan steel, nonferrous metals, wire & cable

Strong demand for non-automotive applications such as can materials Yuji Matsumoto - NSC

and SPE applications yuji.matsumoto@nomura.com

+81 3 6703 1220

Flat-rolled products (1): Shipment volumes up 10%, with strong demand for Kaori Iwasaki - NSC

products other than automotive materials kaori.iwasaki@nomura.com

The Japan Aluminium Association (JAA) released June statistics for rolled aluminum +81 3 6703 1198

products on 29 July. Flat-rolled product shipment volume was up 10.3% y-y. This marks

the first time that single-month shipment volume has risen by more than 10% since

November 2021. Shipments of automotive materials were weak, falling 7%, but other

products performed well. Shipment volumes of can materials were up 14%. Shipment

volumes of products other than can materials and automotive materials were also up 14%,

marking a fourth straight month of double-digit growth. Exports were up 12%, and

shipments for SPE applications also rose. Shipment volumes for applications other than

can materials and automotive materials reached 49,000t in June, the highest for a single

month in the four years since June 2022 (Figures1–10).

Flat-rolled products (2): Apr–Jun shipments up 6% y-y

Shipment volumes of flat-rolled products were up 6% y-y in Apr–Jun, with a 2% increase

for can materials, a 6% decline for automotive materials, and a 12% increase for other

products. This was the highest quarterly shipment volume since Apr–Jun 2022. Our