AlCircle: latest news update

From iPhones to trucks, aluminium's downstream and end-user demand story is gathering pace

Sat, 20 Jun 2026 17:30:00 +0530

If you wanted to understand where aluminium demand is heading in 2026, you could spend hours tracking smelter output, warehouse stocks and trade flows. Or you could simply look at the products shaping everyday life.

A smartphone. A motorcycle. A truck engine. A beverage can. A roll of aluminium foil.

At first glance, these products have little in common. Yet each has emerged as a piece of aluminium's downstream story this year, offering clues about where demand is accelerating, where manufacturers are placing their bets and where governments are drawing protective lines around domestic industries.

For an industry often consumed by discussions about bauxite, alumina, tariffs and energy costs, some of the most revealing developments of 2026 have occurred much further down the value chain. In fact, the real story is no longer about how much aluminium the world can produce. It is about where that aluminium is ultimately finding a home.

And the answer increasingly lies in mobility, consumer products, packaging and advanced manufacturing.

Aluminium is having a consumer moment

One of the year's most talked-about aluminium stories came not from a smelter or rolling mill, but from a smartphone leak.

Reports surrounding the alleged aluminium frames of Apple's upcoming iPhone 18 Pro Max once again highlighted the metal's enduring appeal in consumer electronics. Despite constant experimentation with materials, aluminium continues to strike a balance between strength, weight, durability and premium aesthetics that few alternatives can match.

The same story is playing out beyond smartphones. Royal Enfield's new Classic 650, which combines retro styling with modern engineering, reflects how aluminium remains embedded in the design philosophy of contemporary motorcycles, helping manufacturers balance performance, durability and rider experience.

These applications may consume far less metal than an automotive assembly line or a packaging plant, but they carry an outsized influence. Consumer products shape perceptions. They reinforce aluminium's image not merely as an industrial material, but as a premium material.

And perception matters. Today's smartphone frame often becomes tomorrow's automotive interior component or architectural finish.

Explore the accurate insights and forecasts for the aluminium flat rolled products (FRP) market in Aluminium Flat Rolled Products: Insights & Forecast to 2032

The race to make everything lighter

If there is one downstream theme that consistently resurfaced throughout, it is lightweighting.

The numbers from India tell a fascinating story. Aluminium consumption in the country’s transportation sector has increased by 14 per cent over the past five years. Yet the average Indian vehicle still contains only 40-50 kilograms of aluminium, compared with 160-200 kilograms in many developed automotive markets.

This gap may represent one of the industry's largest untapped opportunities for aluminium producers as the transition is already underway.

Elsewhere, researchers in the United States recently developed aluminium alloy formulations capable of reducing truck engine weight by around 15 per cent. The breakthrough illustrates how aluminium's role is evolving beyond body panels and structural components into performance-critical applications where every kilogram removed translates into efficiency gains.

Meanwhile, Novelis’ decision to restart its Oswego facility, the largest aluminium mill in the United States, serves as another reminder of where manufacturers expect future demand to emerge. Automotive supply chains remain heavily dependent on rolled aluminium products, particularly as vehicle makers pursue stricter efficiency targets and electrification strategies.

Not every downstream story is about growth

Yet the downstream landscape is not uniformly bullish. While Novelis was restarting capacity, Hydro was preparing to shut two aluminium extrusion plants in the United States by 2027. The contrast captures a reality often overlooked in broad industry discussions.

Demand is growing, but not equally everywhere. Certain product segments are benefiting from structural trends such as electrification, lightweighting and sustainability. Others are facing overcapacity, margin pressure and changing customer requirements. Rather than a straightforward expansion story, downstream aluminium is undergoing a process of selective reinvention.

A beer can, a court battle and a USD 191 million reminder

One of the recent months’ most unusual aluminium stories arrived not from a factory floor but from a legal dispute.

Boston Beer's agreement to pay USD 191 million to aluminium can manufacturer Ardagh highlighted the increasingly complex commercial relationships underpinning the packaging sector.

At first glance, the dispute may appear disconnected from broader industry trends. In reality, it underscores the growing value of downstream aluminium assets.

Packaging remains one of aluminium’s strongest end-use markets. Beverage brands continue to favour aluminium cans because of their recyclability, durability and established circular economy credentials. As demand remains resilient, contracts and supply agreements have become increasingly strategic.

Sometimes, as this case demonstrated, they also become extremely expensive.

The new battleground isn't metal. It's manufacturing.

Perhaps the most important downstream story is not about production volumes at all. It is about who gets to manufacture value-added products.

The aluminium flat rolled products sector continues to be dominated by a group of global producers supplying automotive, packaging, construction and industrial markets. Their influence stretches far beyond tonnage. They effectively determine where investment flows, which technologies gain traction and which end-use sectors receive priority attention.

At the same time, governments are becoming increasingly protective of domestic downstream industries.

Turkey's decision to extend anti-dumping duties on Chinese aluminium foil for another five years and India's move to continue anti-dumping protection on selected foil imports through 2026 are part of a broader global trend. Countries are no longer focused solely on securing raw materials. They are increasingly determined to retain manufacturing capability.

For decades, discussions revolved around who controlled mines, refineries and smelters. Today, a growing share of strategic importance lies further downstream — in rolling mills, extrusion plants, foil converters and advanced manufacturing facilities.

Explore the position of aluminium at the intersection of sustainability and strategy in Sustainability & Recycling: Aluminium's Dual Commitment

Beyond the smelter

Viewed individually, the stories of an iPhone frame, a motorcycle launch, a truck alloy, a beer can dispute and a foil tariff extension appear unrelated.

Viewed together, they tell a different story.

They reveal an industry whose future growth is increasingly tied to what happens after the metal leaves the smelter.

The most interesting aluminium developments have not been confined to mines, refineries or even primary metal production. They have appeared in consumer products, transportation systems, packaging lines and manufacturing plants.

Mecwin and Fraunhofer IWKS join hands to advance rare earth magnet manufacturing in India

Sun, 21 Jun 2026 03:30:00 +0530

Mecwin Technologies India Pvt. Ltd. has signed a Memorandum of Understanding (MoU) with Germany-based Fraunhofer IWKS to support development and production of sintered neodymium-iron-boron (NdFeB) permanent magnets in India.

The partnership is meant to augment India’s capabilities in manufacturing rare earth magnets, a segment gaining strategic importance in view of growing demand from electric vehicles, renewable energy systems, industrial equipment and defence applications.

Under the terms of the deal, Mecwin will set up a manufacturing facility in India for sintered NdFeB permanent magnets. The facility is anticipated to cater for a range of sectors including electric mobility, aerospace, industrial motors, renewable energy and advanced manufacturing.

The partnership will concentrate on the research, development and commercial production of rare earth magnets across the whole value chain from the metal to the magnet. Activities will range from pilot scale development to commercial deployment.

Explore: The most comprehensive and forward-looking industry-focused report – Global Bauxite & Alumina Market Forecast to 2036: Supply–Demand, Trade Flows & Price Outlook

The companies said the cooperation will cover processes such as alloy preparation, strip casting, hydrogen decrepitation, jet milling, magnetic field alignment, vacuum sintering, heat treatment, machining, coating, magnetisation and quality testing. The partnership will also include process optimisation, technical training and commissioning support.

The agreement sets a framework for future cooperation, individual research projects and funding arrangements are to be agreed separately on the basis of project-specific agreements.

The move comes as India is working to increase its domestic capabilities in critical minerals and rare earth materials, cutting down on dependence on imports and supporting the growth of new sectors such as electric mobility and clean energy technologies.

The MoU is non-exclusive and enables both organisations to seek other partnerships and projects in addition to this collaboration.

Explore our e-magazine ALuminium LeaderSpeak 2026 for the latest industry insights and trends

China port bauxite stocks reach 32.4 million tonnes despite higher prices

Sat, 20 Jun 2026 06:15:00 +0530

China’s bauxite inventories continued to increase last week despite higher prices and ongoing concerns over supply from Guinea. Stocks held at Chinese ports reached 32.4 million tonnes, up 24 per cent year-on-year and the highest level recorded since 2022. However, inventories remain around 20 per cent below the five-year peak of 39 million tonnes.

At the same time, the price of Guinea’s 45 per cent grade bauxite rose by USD 1 per tonne week-on-week to USD 69.5 per tonne CFR China. Despite the price increase, the rise in inventories indicates that the Chinese market remains well supplied.

The growing stockpiles may also point to longer-term changes in China’s aluminium supply chain. The country’s domestic bauxite mining is getting more expensive and less competitive as its workforce ages. The country is shifting toward higher-value manufacturing, so it now relies more on imported bauxite. This makes building larger stockpiles important to keep supply secure.

To know the long-term bauxite market forecast, book our report: “Global Bauxite & Alumina Market Forecast to 2036: Supply–Demand, Trade Flows & Price Outlook”

Meanwhile, China’s aluminium industry is benefiting from low electricity costs and from production disruptions at some Middle Eastern smelters. These factors pushed China’s exports of unwrought aluminium and semi-fabricated aluminium products up 15 per cent year-on-year to 0.63 million tonnes in May 2026.

Bridgnorth Aluminium secures five-year battery foil supply deal with Lotte Aluminium Materials USA

Fri, 19 Jun 2026 16:35:00 +0530

Bridgnorth Aluminium (BAL), the UK’s last remaining aluminium rolling mill, has strengthened its position in the growing battery materials market after signing a five-year supply agreement with Lotte Aluminium Materials USA.

The agreement was signed at Lotte’s facility in Elizabethtown, Kentucky, and will see BAL supply battery-grade aluminium for use in battery foil production. The material will support the manufacture of next-generation batteries used in electric vehicles (EVs) and energy storage systems (ESS) across North America.

The deal follows joint development work, qualification programmes and product testing aimed at meeting the requirements of the rapidly expanding battery sector.

Bridgnorth Aluminium employs 368 people at its production facility in Shropshire and has increasingly focused on supplying high-value aluminium products to emerging markets linked to electrification.

Explore: The most comprehensive and forward-looking industry-focused report “Aluminium Flat Rolled Products: Insights & Forecast to 2030”

Adrian Musgrave, Head of Sales at Bridgnorth Aluminium, described the agreement as an important step in the company’s diversification strategy and its expansion into battery materials.

According to Musgrave, “Material manufactured here in Bridgnorth will be used by Lotte Aluminium Materials for the next five years. It will go into production of next generation batteries that will end up in electric vehicles and energy storage systems.” He noted that battery foil is a critical component in battery performance and that reliable supplies of high-quality aluminium are becoming increasingly important for manufacturers serving both the EV and energy storage sectors.

The agreement comes during a period of growth for the Shropshire-based aluminium producer. Over the last eighteen months, the company has returned to 24-hour, seven-day production and expanded its workforce to 368 employees.

Supported by the Viohalco Group, Bridgnorth Aluminium has strengthened its order book across a range of sectors, including printing, packaging, construction, energy and electrification.

For forward-thinking aluminium market insights amidst supply chain and price challenges, read "ALuminium LeaderSpeak 2026"

The company has also invested more than GBP 2 million (USD 2.6 million) in new manufacturing equipment, including upgrades to its cast house operations and a dedicated slitting line designed to improve efficiency and capability.

Musgrave said the investments complement the company’s experience in developing specialised aluminium products and provide a stronger platform for growth in both domestic and international markets.

He added, “We’re leveraging collaborative agreements where we get involved in the early stages of a project. This means we can influence specification and ensure the high-grade material we supply delivers the most effective performance possible.”

The long-term agreement with Lotte Aluminium Materials USA reflects the growing demand for battery-grade aluminium as investments in electric vehicles and energy storage continue to expand. Through the partnership, both companies aim to support the development of a more secure and reliable battery supply chain for the North American market.

Norton Atlas range highlights aluminium’s role in lightweight motorcycle design

Fri, 19 Jun 2026 16:30:00 +0530

Norton Motorcycles has revealed full details of its new Atlas and Atlas GT models, two middleweight motorcycles that combine modern technology with extensive use of aluminium components aimed at reducing weight and improving performance. The launch marks another step in Norton’s revival under TVS ownership, with the company looking to expand its presence in the global motorcycle market.

The Atlas is positioned as an adventure-touring motorcycle with light off-road capability, while the Atlas GT is designed primarily for road use. Although both models share the same platform, they differ in their suspension, wheels and tyre setup. Aluminium plays an important role in both motorcycles, particularly in the wheel and chassis components.

The Atlas is equipped with a 19-inch front wheel and a 17-inch rear wheel and is available with either cast aluminium wheels or spoked wheels. The Atlas GT, meanwhile, features 17-inch wheels at both ends and uses cast aluminium wheels as standard. The use of aluminium wheel components helps keep overall weight low while maintaining strength and durability.

Tyres are supplied by TVS’s in-house tyre brand. The Atlas uses dual-purpose Explo R Plus tyres in 110/80 ZR19 front and 150/70 R17 rear sizes, while the GT receives a more road-oriented tyre package. Suspension duties on the Atlas are handled by fully adjustable KYB 43 mm upside-down forks with 180 mm of travel, while the GT uses a sportier setup with 140 mm of travel. Both motorcycles feature a KYB rear monoshock with rebound damping adjustment and a remote hydraulic preload adjuster.

Explore: The most comprehensive and forward-looking industry-focused report “ALuminium in Packaging: Consumer Trends and Market Dynamics”

Power comes from a 585 cc parallel-twin engine featuring a 270-degree crankshaft, DOHC eight-valve cylinder head and ride-by-wire fuel injection. The engine produces 69 hp at 9,300 rpm and 42 lb-ft of torque at 7,500 rpm. The engine output places the Atlas range alongside motorcycles such as the Yamaha Tracer 7 and Kawasaki Versys 650.

The chassis combines a steel trellis frame with a dual-sided aluminium swingarm. The aluminium swingarm contributes to weight reduction while providing the rigidity required for both touring and everyday riding applications. Braking is supplied by ByBre, Brembo’s Indian subsidiary, with dual 310 mm front discs and radially mounted four-piston callipers paired with a 270 mm rear disc.

While the chassis design follows a conventional layout, Norton has equipped both motorcycles with a comprehensive electronics package. Standard equipment includes a Bosch six-axis inertial measurement unit (IMU), lean-sensitive ABS, cornering traction control, cornering cruise control, wheelie control and slide control. These rider-assistance systems are typically found on larger and more expensive motorcycles.

Both models also feature the same 8-inch touchscreen TFT display used on the Norton Manx R. Norton has paid particular attention to component quality, with premium-looking switchgear and clean bodywork design throughout the motorcycles. The Atlas and Atlas GT also receive a fully keyless system as standard, including keyless ignition, electronic steering lock, seat lock and fuel cap release.

The focus on lightweight construction is evident in the motorcycles’ overall mass. Norton lists a wet weight of 188 kg for the Atlas and 192 kg for the Atlas GT, although these figures do not include fuel. With the 4.07-gallon fuel tank filled, the Atlas weighs approximately 199 kg while the Atlas GT weighs around 203 kg. The use of cast aluminium wheels and the aluminium swingarm contributes significantly to these figures, helping place both models among the lighter motorcycles in their category.

For forward-thinking aluminium market insights amidst supply chain and price challenges, read "ALuminium LeaderSpeak 2026"

Despite their technology package and lightweight construction, Norton has positioned the motorcycles competitively. The Atlas will be priced at GBP 8,250 (USD 10,917) in the UK and EUR 9,250 (USD 10,606) in Europe. Based on current pricing levels, the motorcycle is expected to cost between USD 10,700 and USD 11,050 in the United States. This would place it below some rivals such as the Triumph Tiger Sport 660 and close to the Kawasaki Versys 650 while offering extensive electronic features and lightweight aluminium components.

For Norton, the Atlas and Atlas GT are expected to play a key role in driving higher sales volumes. With their combination of aluminium-intensive construction, modern rider technology, competitive pricing and relatively low weight, the two motorcycles represent an important part of the company’s growth strategy as it seeks to strengthen its position in the middleweight motorcycle segment.

From bauxite diplomacy to aluminium's supply squeeze: How the global aluminium value chain is being reshaped

Fri, 19 Jun 2026 14:40:00 +0530

The aluminium industry's supply chain story increasingly begins long before metal reaches a smelter. Across several regions, governments and companies are moving to secure access to bauxite, the industry's most important raw material.

India's engagement with Venezuela reflects a broader effort to secure long-term access to raw materials essential for industrial growth. During recent discussions between the two countries, Venezuela's vast bauxite reserves emerged as a key area of interest, particularly the Los Pijiguaos region, which is estimated to hold billions of tonnes of the ore. The development highlights how resource security is becoming increasingly important as countries seek reliable supplies of materials that support aluminium production and manufacturing growth.

At the producer level, Guinea continues to reinforce its position as one of the world's most important bauxite suppliers. Ashapura Minechem's FY2026 performance highlighted the country's growing significance, with higher bauxite and iron ore shipments from Guinea helping drive a 91.2 per cent rise in revenue to INR 52.37 billion and a 44 per cent increase in profit.

Elsewhere, operational momentum is returning after weather and logistics disruptions. Metro Mining's Bauxite Hills operation in Queensland shipped 604,000 wet metric tonnes in May, up 45 per cent from April, following the return of its offshore floating terminal Ikamba from statutory dry-docking. Click here for the full story.

Meanwhile, Cameroon moved closer to joining the ranks of major exporting nations, with Canyon Resources targeting the first shipment from the Minim Martap project by late September 2026 once rail and port connections are completed.

While some regions focus on expanding supply, others are dealing with governance challenges. In the Solomon Islands, political scrutiny intensified around 33 bauxite shipments from West Rennell, bringing renewed attention to regulatory oversight and transparency in the sector. Click here.

As alumina production rises, environmental and geopolitical pressures build

The conversation then shifts downstream to alumina, where growth, sustainability and geopolitics are becoming increasingly intertwined.

China's alumina industry has expanded steadily over the past six years, with production rising from 71 million tonnes in 2020 to nearly 93-95 million tonnes in 2025. Yet this growth has also magnified another challenge: red mud generation. The increase in alumina output has been accompanied by a roughly 33 per cent rise in red mud volumes, drawing greater attention to ore beneficiation, refinery efficiency and waste utilisation. Red the full red mud story here.

Explore- Most comprehensive and forward-looking industry-focused report — Global Bauxite & Alumina Market Forecast to 2036: Supply–Demand, Trade Flows & Price Outlook

The issue is becoming more pronounced as China's dependence on imported bauxite continues to grow. According to the Bauxite Index, only 25 per cent of the country's alumina production in 2025 was derived from domestic bauxite, compared with more than 70 per cent before 2019. The quality of imported ore and the efficiency of refining processes are therefore becoming increasingly important factors in determining both production economics and waste generation.

At the same time, Europe is confronting its own alumina-related challenges. Estonia has renewed calls for a complete ban on alumina exports to Russia, arguing that the material continues to support sectors critical to the country's industrial and military capabilities.

The debate highlights how alumina has become part of broader geopolitical discussions surrounding sanctions and strategic supply chains. Against this backdrop, investment in advanced alumina applications continues. Sasol announced a EUR 60 million investment in its Brunsbüttel facility in Germany to expand production capacity for advanced materials and specialty chemicals, including spherical alumina supports used in catalyst systems.

Greenland Mines also strengthened its critical minerals strategy through an initial 9.9 per cent stake in AnorTech, with the option to increase ownership to 19.9 per cent over the next six months as it works to build a broader critical materials ecosystem. Read here.

Aluminium enters a period of tighter supply and policy intervention

The pressures building upstream are increasingly being felt in the aluminium market itself.

Supply disruptions linked to the Middle East conflict have tightened availability across the value chain. Concerns over smelter operations, shipping routes and regional energy supplies pushed London Metal Exchange aluminium prices to four-year highs and brought the market closer to the USD 4,000 per tonne mark. The rally has been amplified by China's 45 million tonne production cap, which limits the country's ability to rapidly increase output and compensate for any loss of supply from Gulf producers.

The impact of these supply concerns is now visible across regional markets. Japanese buyers have been offered a premium of USD 480 per tonne for July-September deliveries, around 36-37 per cent higher than levels agreed in the previous quarter, reinforcing the tightness seen in physical markets.

Governments are also paying closer attention to supply chain vulnerabilities. In the United States, Congresswoman Haley Stevens introduced the Secure Aluminium Supply Chains Act, which would require the US International Trade Commission to investigate aluminium scrap exports and assess their impact on domestic manufacturing. The proposal reflects growing concerns over the strategic importance of secondary aluminium and scrap availability.

For investors, the changing market environment has renewed interest in major producers. UBS recently highlighted supply risks associated with the Middle East conflict and stronger long-term demand from electrification and industrial sectors, bringing Alcoa's valuation back into focus. Read here.

India emerges at the centre of the next growth phase

While global markets grapple with supply constraints, India is increasingly positioning itself at the centre of aluminium's next phase of growth.

The country remains the world's second-largest primary aluminium producer and the third-largest consumer, supported by integrated producers including NALCO, Hindalco, Vedanta and BALCO. Combined primary smelting capacity stands at approximately 4.3 million tonnes, while annual consumption has reached 4.5-5 million tonnes. Read here.

Yet India's story is no longer solely about production. Despite concerns that US tariff measures would hurt exports, shipments of primary aluminium to the United States have continued to rise. Export value climbed 43.64 per cent year-on-year to USD 154.66 million during the first quarter of 2026, while cumulative exports reached USD 387 million in 2025 compared with USD 173.22 million a year earlier.

At the same time, domestic demand is accelerating rapidly. Consumption is projected to increase from 4.5 million tonnes to 8.3 million tonnes by 2030, prompting producers to commit more than INR 640 billion towards new mines, refineries and smelter expansions. The challenge is that demand may still outpace capacity additions, particularly as imports already approach 3 million tonnes annually and could account for nearly 55 per cent of requirements in FY2025-26.

The industry's future therefore hinges on whether planned investments can arrive quickly enough to support the country's ambitions of becoming both a major manufacturing hub and a leading aluminium consumer.

Participate in our upcoming e-Magazine - Mine to Market: ALuminium Producers & Manufacturers 2026

A changing outlook for the second half of 2026

As the first half of 2026 draws to a close, the aluminium value chain finds itself at a turning point.

Bauxite supply is expanding in some regions while becoming increasingly strategic in others. Alumina producers are balancing growth with environmental and geopolitical pressures. Aluminium markets remain tight due to supply disruptions and production constraints, while governments are taking a more active role in protecting supply chains.

However, one of the biggest variables may be the Strait of Hormuz. Aluminium prices climbed nearly 29.1 per cent in the first half of the year, reaching USD 3,855 per tonne on June 2 as inventories tightened and supply concerns intensified. Now, following a preliminary agreement between the United States and Iran, the prospect of the waterway reopening could allow delayed raw material and metal cargoes to move more freely. Read here the full analysis.

If that happens, as much as 700,000 tonnes of aluminium could gradually return to the market, potentially easing some of the supply pressures that have dominated the industry for much of 2026. Whether that marks the beginning of a more balanced market or merely a pause in a longer period of tightness will shape the industry's next chapter.

Hindalco sees e-waste recycling as a source of critical minerals and rare earths

Fri, 19 Jun 2026 14:22:00 +0530

Hindalco Industries has said that recycling electronic waste and printed circuit boards could play an important role in recovering critical minerals and rare earth elements needed for India's future growth.

Speaking on the sidelines of the CII GreenCo 15th National Summit, Vaishali Surawar, Chief Sustainability Officer at Hindalco, said the company has commissioned an e-waste recycling facility at Pakhajan near Dahej to process electronic waste and recover valuable materials.

According to Surawar, the facility will focus on printed circuit boards and use a seven-stage process to extract metals from discarded electronics.

The recovered materials will include copper, rare earth elements and other specialty metals, which are increasingly important for sectors such as clean energy, electronics, transportation and advanced manufacturing.

The initiative forms part of Hindalco's wider sustainability and circular economy strategy, which focuses on improving resource efficiency and increasing the use of recycled materials.

Explore: The most comprehensive and forward-looking industry-focused report – Global Bauxite & Alumina Market Forecast to 2036: Supply–Demand, Trade Flows & Price Outlook

Surawar noted that the company commissioned two recycling-related projects during the last financial year. One of these is focused on collecting end-of-life aluminium scrap and feeding it back into the production cycle.

She added that Hindalco has also introduced products made from recycled aluminium, while its subsidiary Novelis, the world's largest aluminium recycler, currently recycles around 64 per cent of end-of-life aluminium scrap.

Beyond recycling, the company continues to invest in sustainable mining practices. Surawar said Hindalco's Baflimali bauxite mine in Odisha has received certification from the Aluminium Stewardship Initiative (ASI), recognising its environmental, social and governance performance.

She also highlighted the growing importance of aluminium and copper for India's development, particularly in infrastructure, railways, aerospace and other strategic industries.

According to the company, Hindalco's standalone aluminium production capacity currently stands at around 1.36 million tonnes per year.

Explore our e-magazine ALuminium LeaderSpeak 2026 for the latest industry insights and trends

Why every aluminium recycler should understand hedging: Learn from Jorge Eduardo Dyszel in this exclusive webinar

Fri, 19 Jun 2026 12:45:00 +0530

Within the aluminium recycling industry, recyclers have a robust demand and running efficient operations does not always mean they will enjoy healthy profit margins. A sudden shift in metal prices, from buying scrap to selling finished products, can swiftly eat away profits, putting businesses at risk even when they are doing everything else right.

Moreover, the metal markets are always in flux and for aluminium recyclers, even the smallest price change can have a big impact on procurement decision-making, inventory valuation, customer agreements and overall profit margins. Although the recyclers would not be able to completely eliminate volatility, they can enhance their responsiveness by implementing effective risk management strategies.

To help recyclers build this capability, AL Circle is hosting the third edition of "Hedging for Recyclers: Become an Expert in 6 Hours," led by internationally recognised LME trainer and risk management consultant Jorge Eduardo Dyszel.

Other details:

Duration: 6 hours
Time: 7:30 PM - 8:30 PM IST 4:00 PM - 5:00 PM CEST
Starts: July 20, 2026

Why shouldn't you miss this webinar?

The webinar is well suited for aluminium recyclers, traders, procurement experts and commercial decision-makers. Wondering why so? This webinar dives deep into the practical side of hedging, showing how it can seamlessly fit into daily business activities. Attendees will walk away with a solid grasp of price risk management and discover how market intelligence can empower them to make bolder, more informed commercial choices.

Your final takeaways from the webinar:

Clarity on how commodity prices are formed and why volatility exists in base metal markets.
How price movements affect recycler margins, inventories, purchase timing and sales commitments.
Price fixation and the critical exposure points in the recycling business model.
Practical futures hedging strategies for aluminium, copper, lead and other base metals.
How options can help protect margins while preserving upside opportunities.
A more professional internal risk management culture across commercial, finance and management teams.

Outlining the webinar objectives & topics

Objective 1: Understand how commodity prices are formed and why volatility matters to recyclers.

How commodity prices are formed
Why does volatility exist in metal markets
How price movements affect recycler margins
Impact of volatility on inventories and commercial decisions

Objective 2: Identify exposure points in the recycler business model and understand price fixation risks.

Recycler business model analysis
Critical exposure points
Pricing mechanisms
Timing of price fixation
Operational reasons for risk mitigation

Objective 3: Learn how futures can be used to manage metal price risk in recycling businesses.

Futures hedging strategies for recyclers
Practical use cases in volatile markets
Real-world examples of hedging failures
Mismatch and non-performance situations

Objective 4: Apply hedging concepts through hands-on market scenarios.

Risk mitigation exercises
Aluminium hedging scenarios
Copper and lead hedging examples
Commercial simulations based on recycler exposure

Objective 5: Understand how options can help recyclers manage risk with greater flexibility.

Introduction to options markets
Use of calls and puts
Protecting margins with options
Preserving upside opportunities
Flexible hedging structures for recyclers

Objective 6: Learn how recycling companies can design a practical internal risk management framework.

Building a risk management policy
Internal controls
Commercial decision-making processes
Practical risk governance for recycling companies

Know your trainer

With more than 40 years under his belt in metals risk management and a strong connection to the London Metal Exchange (LME), Jorge Eduardo Dyszel stands out as a globally recognised consultant and trainer. He has shared his insights with clients in over 15 countries and collaborated with top-tier organisations like Aluar Aluminio Argentino and Glencore, ensuring that he brings a wealth of practical knowledge to every session. His extensive experience training professionals in Argentina, Mexico and Spain makes this webinar a fantastic chance to learn from one of the most respected figures in the industry.

Who should attend this webinar?

Whether you have hedging experience or not, this course is ideal for professionals exposed to metal price volatility, including:

Metal recyclers and scrap traders
Commercial managers
Purchasing and procurement managers
Financial managers
Risk management professionals
Base metal traders
Aluminium, copper and lead market professionals
Industry executives managing inventories, pricing and commercial exposure

Fee structure and registration

The course is set to take place online, starting on July 20, 2026, with six engaging one-hour sessions. You can sign up individually or in a group to join in. If you register HERE by the end of June, you can avail a 20 per cent discount on individual bookings and for a group of three or more people, you can also avail a 25 per cent discount.

For those professionals eager to enhance their skills, this course is your way to start with. Sign up and discover how top aluminium recyclers tackle risk before the next wave of market changes hits.

Om Metallogic secures an INR 188 million aluminium alloy ingot supply contract

Fri, 19 Jun 2026 11:05:00 +0530

Om Metallogic Ltd. has recently secured a fresh supply contract valued at INR 18.81 CR (USD from Oswal Castings Pvt. Ltd. According to the agreement, Om Metallogic will deliver 476.35 tonnes of ADC-12 aluminium alloy ingots to the buyer, Oswal Castings, which adds a sizeable commercial order to the former’s account.

The company disclosure says the contract is awarded as an open work order. Revenue from the deal will not be recognised upfront but will progressively accrue as supplies are executed under a performance-linked billing arrangement.

Most importantly, Om Metallogic clarified that the transaction has been entered into on an arm’s-length basis and does not involve a related party. Such disclosures are closely watched by the investors as they provide reassurance that commercial agreements have been negotiated independently and in line with accepted corporate governance standards.

Although the order does not immediately translate into earnings, it actually strengthens the financial health and visibility of the firm. The financials, however, will depend on the capability of Om Metallogica to deliver the contracted quantity within the agreed schedule. After all, revenue recognition is directly linked to the fulfilment of supply obligations.

For forward-thinking aluminium market insights amidst supply chain and price challenges, read "ALuminium LeaderSpeak 2026"

As of now, investors will increasingly focus on execution over the coming quarters. But efficient contract management and timely delivery will determine how quickly the order contributes to the company's financial performance. Any disruption to production or delays in dispatch could postpone revenue recognition under the performance-based billing structure.

As far as the current scenario reveals, immediate focus will be on the pace of execution. Future corporate updates, delivery milestones, revenue recognition and orders’ contribution to financial performance will provide a clearer picture of its overall impact on Om Metallogic’s earnings trajectory.

Fastmarkets International Aluminium 2026 to mark 40 years of industry leadership amid a changing global market landscape

Fri, 19 Jun 2026 22:30:00 +0530

Together Through Volatility: Securing the Future of Aluminium Supply

As aluminium markets navigate shifting supply chains, geopolitical uncertainty, evolving trade policies and the transition towards lower carbon production, Fastmarkets International Aluminium 2026 will bring together global industry leaders from September 15 to 17 in Budapest. The 40th edition of the event will focus on the commercial decisions, supply challenges and strategic priorities shaping the aluminium industry through 2026 and beyond.

Held at a critical point in the aluminium trading calendar, the event provides a platform for producers, traders, buyers, recyclers, financiers and policymakers to assess market conditions ahead of future contracting cycles. Discussions will examine pricing dynamics, supply demand fundamentals, changing trade flows and the factors influencing aluminium procurement strategies globally.

The agenda will address key industry themes including the future of aluminium supply, geopolitical risks, regional production shifts, sustainability requirements and the impact of regulatory frameworks such as CBAM. Sessions will explore the role of the Middle East in global supply security, the growth of Asian aluminium capacity, North American trade flows, Europe’s aluminium future, recycling markets and downstream demand trends.

Explore our e-magazine ALuminium LeaderSpeak 2026 for the latest industry insights and trends

A major focus of the program will be market intelligence and commercial outlooks, with Fastmarkets analysts providing insights into aluminium prices, premiums, demand signals and global market developments. The Aluminium CEO Panel will bring together senior executives to discuss competitiveness, investment priorities and long-term resilience across the value chain.

Confirmed speakers include Pal Kildemo, Chief Financial Officer, Emirates Global Aluminium; Kopal Agrawal, CEO Downstream Aluminium, Hindalco Industries Ltd.; Saurabh Khedekar, CEO Alumina Business, Hindalco Industries Limited; Wito Krisnahadi, President Director, PT Alamtri Indo Aluminium; Pernelle Nunez, Deputy Secretary General and Director Sustainability, International Aluminium Institute; Paul Voss, Director General, European Aluminium; Ron Knapp, Adviser, China Hongqiao Group; Mark Roggensinger, Head of Market Analysis, Hydro Aluminium International SA; and Fabio Martins, CEO Billets and Head International Marketing, Vedanta Aluminium Metal Limited.

With more than 500 commercial decision makers expected to attend from across the aluminium value chain, Fastmarkets International Aluminium 2026 will provide a focused environment for industry participants to exchange market intelligence, build partnerships and prepare for the next phase of global aluminium development.

AL Circle readers can register with code ALCIRCLE10 to receive 10% off conference passes

Note: This article has been issued by Fastmarkets and has been published by AL Circle with its original information without any modifications or edits to the core subject/data.

Secondary aluminium market supply-demand weakness continues

Sat, 20 Jun 2026 06:30:00 +0530

The aluminium scrap market mostly fluctuated at highs this week. As of June 18, SMM A00 spot aluminium closed at RMB 23,870 per tonne, up RMB 90 per tonne from last Thursday. Regarding price spreads, on June 18, the price difference between A00 aluminium and mixed aluminium extrusion scrap free of paint in Foshan was RMB 2,347 per tonne, and the price difference between A00 aluminium and shredded aluminium tense scrap was RMB 1,696 per tonne, narrowing by RMB 251 per tonne and RMB 364 per tonne, respectively, from last Thursday.

Enterprise tax costs increased by over 2 per cent compared to the same period last year. The continued narrowing of price spreads reflects strong bottom support for aluminium scrap. Supply side, the supervision of the “reverse invoicing” policy remained tight; cancelation of tax rebates in some provinces and intensified tax inspections drove up the cost of invoiced raw materials.

The price spread between Chinese and overseas markets remained inverted, low-priced, high-quality imports were scarce, further weakening the supplement to the domestic market. Demand side, the off-season effect deepened.

Downstream scrap utilisation enterprises’ operating rates stayed low, end-user orders were sluggish, and enterprises maintained purchasing-as-needed and low-inventory strategies in a cautious buying atmosphere. As the Dragon Boat Festival holiday approached, downstream scrap utilization enterprises showed low purchasing willingness, no evident pre-holiday stockpiling was observed, and some yards closed for 1–2 days due to insufficient shipment orders.

The aluminium scrap market is expected to continue its pattern of fluctuating at highs with a weak tone. Tight supply of compliant invoiced cargo persists, coupled with expanding production cuts and shutdowns, strengthening expectations of shrinking aluminium scrap supply and providing bottom support for prices.

Demand side, downstream secondary cast aluminium alloy orders remained sluggish, purchasing support from wrought aluminium alloys also weakened and end-use consumption was difficult to improve materially. The weak supply-demand pattern in the aluminium scrap market is hard to reverse in the short term.

Secondary aluminium alloy:

This week, the SMM ADC12 price was initially raised by RMB 100 per tonne before pulling back slightly, then held steady at RMB 24,100 per tonne for the rest of the week, with the overall weekly range narrow, presenting a pattern of moving sideways at highs.

On the cost side, tight compliant aluminium scrap supply and tightness of tax invoices provided core support, keeping enterprises’ production costs under persistent pressure, and there was a generally strong willingness to hold prices firm.

On the demand side, orders from the automotive sector were in the doldrums, pre‑holiday stockpiling sentiment was sluggish, new order releases were limited, and only the motorcycle sector and some niche segments showed moderate performance.

Downstream die-casting enterprises showed limited purchasing willingness as the Dragon Boat Festival holiday approached, mostly restocking on an as‑needed basis, with no pre‑holiday stockpiling activity emerging.

On the supply side, the operating rate of industry leaders fell 0.3 percentage points W-o-W to 53.1 per cent, with the decline attributable not only to strict crackdowns on invoice-related practices but also to weakening demand and holidays at some downstream plants.

Social inventory fell 5,600 tonnes W-o-W to 53,100 tonnes this week, declining for three consecutive weeks, as passive production cuts caused by a shortage of invoices continued to tighten circulating supply. On the import side, overseas ADC12 offers dropped to USD 3,300–3,380 per tonne. The domestic‑overseas price inversion eased somewhat, but the theoretical loss remained at about RMB 2,600 per tonne, and the import window stayed shut.

Looking ahead, ADC12 prices are expected to fluctuate at highs in the short term. On the downside, tight aluminium scrap supply, tax invoice constraints, and high costs underpin prices, leaving limited downside room. On the upside, weak end-use demand caps gains, providing little momentum for an upward breakout.

Going forward, two key variables should be monitored closely: whether end‑use demand can recover substantially in the H2 peak season, and the extent of ongoing supply constraints from invoice regulation. If peak‑season demand materializes and supply releases are constrained, the supply‑demand balance will tighten, giving ADC12 further upside room. Conversely, if demand falls short of expectations, prices will remain range‑bound, moving sideways.

Note: This article has been issued by SMM and has been published by AL Circle with its original information without any modifications or edits to the core subject/data.

Dual rise in raw material costs, elevated expenses, aluminium fluoride price stalemate continues

Sun, 21 Jun 2026 02:30:00 +0530

This week, trading sentiment weakened somewhat for domestic aluminium fluoride enterprises, with prices running steady. As of now, SMM’s aluminium fluoride reference price is RMB 11,280-11,700 per tonne; cryolite prices also held steady, with SMM’s reference price at RMB 7,000-8,500 per tonne.

Raw material side, the 97 per cent fluorite wet powder market was largely stable, with mainstream delivery-to-factory prices at RMB 3,100-3,400 per tonne, and notable price spreads by region. Supply side, mine operating rates in the north continued to recover, and Mongolian imports gradually arrived at ports, resulting in a looser supply-demand pattern; however, a coal mine accident in Shanxi triggered expectations of stricter mine safety and environmental oversight, which may cause periodic disruptions to some mines’ production going forward, leaving a wait-and-see sentiment on the supply side.

Demand side remained subdued—downstream hydrofluoric acid enterprises, constrained by insufficient operating rates at refrigerant and fluoropolymer terminals, mainly made just-in-time procurement, with limited large-order follow-through. Consequently, fluorite prices are likely to stay weak in the near term.

Meanwhile, the aluminium hydroxide market firmed slightly, with SMM’s weighted average price at RMB 1,683 per tonne, up 1.2 per cent W-o-W; the sulphuric acid market hovered at highs, as sulphur cost support and production cuts for maintenance tightened supply in some regions, but cautious demand during the phosphate fertiliser off-season capped upside room, while LFP and fine chemicals provided just-in-time demand support.

Raw material side, both aluminium hydroxide and sulphuric acid strengthened, further lifting overall production costs, yet costs could not be effectively passed downstream, putting the industry as a whole under notable pressure.

Supply side, a pattern of ‘rigidly high costs—persistent profit pressure—low operating rates’ persisted, with the industry operating rate holding around 40 per cent, limiting effective incremental supply. Demand side, downstream operating aluminium capacity remained high and stable, providing rigid support, but aluminium smelters focused on just-in-time restocking and pushing for lower prices, adopting a wait-and-see stance without releasing additional demand for the time being.

On balance, the aluminium fluoride market currently lacks directional drivers, caught in a tug-of-war stalemate between upstream and downstream, with transactions limited to just-in-time procurement, and prices expected to largely stay steady in the near term, leaving limited room for wild swings. Going forward, close attention should be paid to raw material cost-side dynamics and marginal changes in the procurement pace of downstream aluminium enterprises.

Note: This article has been issued by SMM and has been published by AL Circle with its original information without any modifications or edits to the core subject/data.

US court upholds Commerce decision on Turkish aluminium sheet exporter

Fri, 19 Jun 2026 10:04:00 +0530

The US Court of International Trade has ruled in favour of the Commerce Department in a dispute involving Turkish aluminium sheet producer Assan, confirming that the company was not eligible for a duty drawback adjustment under an anti-dumping order.

The case relates to imports of common alloy aluminium sheet from Turkey and Commerce's review of whether Assan qualified for a reduction in its dumping margin through the duty drawback programme.

A duty drawback allows companies to recover duties paid on imported materials that are later exported or used in exported products.

According to the court, Assan submitted documents intended to support its eligibility claim after the deadline set by Commerce. As a result, the agency declined to include the information in its review.

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Judge Gary Katzmann agreed with Commerce's position, stating that the documents were submitted too late and did not qualify as a permissible response to information already placed on the record by other parties.

Without the additional documentation, Commerce concluded there was not enough evidence to show that Assan met the requirements for a duty drawback adjustment.

The agency therefore maintained a dumping duty rate of 2.14 per cent for the company.

The ruling supports Commerce's third remand determination in the case and leaves the agency's assessment unchanged.

The decision highlights the importance of meeting procedural deadlines in US trade cases, particularly when companies seek adjustments that could affect anti-dumping duty calculations.

Explore our e-magazine ALuminium LeaderSpeak 2026 for the latest industry insights and trends

Egyptalum pursues a USD 100 million dollar denominated loan for its first aluminium foil plant

Fri, 19 Jun 2026 08:45:00 +0530

Egypt Aluminium Company (Egyptalum) is said to be looking for a USD 100 million loan to help fund the development of Egypt's first aluminium foil plant, which is deemed to play an important part in Egypt's strategy to strengthen its downstream aluminium industry, thereby decreasing the need for imports.

According to a report by a renowned news media, the financing will be arranged through a consortium of Egyptian and Gulf-based banks. The National Bank of Egypt is leading the process and managing the dollar-denominated loan, with the final financing agreement expected to be signed during the fourth quarter of 2026. The report cited unnamed sources familiar with the matter.

The initial step of the project will require about USD 90 million in investment and will produce 25,000 tonnes of aluminium foil each year. Future phases would lead to a cumulative investment in this venture of approximately USD 135 million, although no details are available on the total production rate at completion.

Egyptalum had previously earmarked EGP 1.4 billion (USD 28 million) within its investment budget for the 2025–2026 fiscal year to support the initial phase of the development.

The project comes as Egypt seeks to reduce its dependence on imported aluminium foil. The country currently spends nearly USD 140 million each year on foil imports, according to Kamel El-Wazir, former Minister of Industry and Deputy Prime Minister for Industrial Development.

The planned foil facility complements Egyptalum’s broader expansion strategy. In May 2026, the company entered into a strategic partnership with Trafigura to expand its Nag Hammadi Aluminium Complex through investments estimated at USD 750 million to USD 900 million.

Egyptalum is North Africa’s largest primary aluminium producer, with an annual production capacity of 320,000 tonnes. Approximately 60 per cent of its exports are shipped to European Union markets.

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Alcoa secures long-term power supply for Lista aluminium plant through Statkraft agreement

Fri, 19 Jun 2026 09:08:00 +0530

Statkraft and Alcoa have signed two long-term power purchase agreements (PPAs) to support the continued operation of Alcoa’s aluminium plant at Lista, Norway.

The agreements will see Statkraft deliver around 4.8 terawatt-hours (TWh) of electricity between 2028 and 2031, giving the plant more certainty over its future power costs.

The deal follows the successful restart of Electrolysis Hall 3 at the Lista facility, which increased annual production capacity by 31,000 tonnes and brought the total capacity of the plant to 95,000 tonnes per year.

Alcoa said the restart is an important step for its Norwegian operations, strengthening the company’s industrial footprint and restoring production capacity at the site.

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“Securing access to stable and competitively priced electricity is crucial to maintaining aluminium production, one of the most energy-intensive manufacturing processes,” the company said.

The deal will support industrial activity and value creation in the region, continuing a long-standing relationship between the two companies, Statkraft said.

The new PPAs are part of a broader strategy by Alcoa to secure predictable power prices for its operations in Norway, and to reduce exposure to energy market volatility.

The deal highlights the importance of long-term power contracts to aluminium producers as the industry continues to focus on stable production, cost control and competitiveness.

Explore our e-magazine ALuminium LeaderSpeak 2026 for the latest industry insights and trends

ALFED Awards 2026: Two weeks left to nominate as industry focuses on "Making Things Happen"

Sat, 20 Jun 2026 04:45:00 +0530

The Aluminium Federation (ALFED) is reminding the industry that there are now just two weeks remaining to submit nominations for the 2026 ALFED Awards, with the deadline fast approaching on Friday, July 3, 2026. The Awards celebrate the individuals, innovations and organisations helping to drive the UK aluminium industry forward.

Taking place as part of the ALFED Business Briefing & Annual Dinner, the Awards have become a key opportunity to recognise excellence across the aluminium value chain. This year's programme will be delivered under the theme "Making Things Happen" – reflecting the sector's focus on turning ambition into action and delivering practical outcomes for industry.

At a time when manufacturers face increasing challenges around competitiveness, energy costs, decarbonisation, skills development and investment, the Awards seek to highlight those businesses and individuals that are making a measurable difference through leadership, innovation and commitment to the industry's future.

With the nomination window now entering its final two weeks, ALFED is encouraging organisations across the supply chain to ensure their submissions are in before the Friday, July 3, deadline.

The 2026 Awards programme includes three categories:

Rising Star Apprentice Award – recognising exceptional young talent and the next generation of leaders entering the aluminium industry.
Low Carbon Innovation Award – celebrating projects, technologies and initiatives that are delivering meaningful progress towards decarbonisation, circularity and sustainable manufacturing.
Industry Champion Award – recognising individuals who have made an outstanding contribution to the aluminium sector through leadership, advocacy, collaboration or long-term service to the industry.

The Awards are proudly sponsored by BOAL UK Ltd, whose support continues to help recognise and celebrate excellence across the sector.

Speaking on the Awards, BOAL’s Managing Director, Emma Swann commented: "BOAL is proud to support the ALFED Awards as Sapphire Sponsor - recognising the innovation, collaboration and new talent that continue to drive our industry forward. Our commitment also extends to enabling a lower-carbon Annual Dinner in 2026, reflecting not a one-off initiative but the way we operate, lead and engage with the aluminium community."

Nadine Bloxsome, CEO of ALFED, said: "The UK aluminium industry is full of individuals and organisations delivering real progress every day. Whether that's investing in innovation, supporting apprentices, developing low-carbon solutions, strengthening supply chains or championing the interests of the sector, these achievements deserve recognition. With just two weeks left to nominate, we strongly encourage members across the industry to put forward the people, teams and projects that deserve to be recognised before the deadline on Friday 3rd July."

Explore our e-magazine ALuminium LeaderSpeak 2026 for the latest industry insights and trends

This year's theme, “Making Things Happen", reflects the conversations increasingly taking place across industry and Government. The focus is shifting from strategy alone to implementation and delivery. The Awards provide an opportunity to celebrate those people and businesses who are leading that change and making a tangible impact.

The Awards come at an important time for the aluminium sector as it continues to support national priorities around industrial growth, critical materials, defence, net zero, infrastructure and advanced manufacturing. Across the industry, companies are investing in new technologies, developing future skills, improving resource efficiency and helping to build more resilient domestic supply chains.

By recognising these achievements, ALFED aims to showcase the strength, innovation and expertise that exists throughout the UK's aluminium value chain and inspire continued progress across the sector.

The winners will be announced at the ALFED Business Briefing & Annual Dinner, September 2026, at the Crowne Plaza Hotel in Stratford Upon Avon on Thursday 24, bringing together senior industry leaders, manufacturers, recyclers, processors, suppliers and stakeholders from across the aluminium community.

Bloxsome added: "The Awards are about more than recognising success. They are about highlighting the people, projects and businesses that are helping to shape the future of our industry. With the deadline fast approaching, we encourage organisations from across the supply chain to submit their nominations and not miss the opportunity to be part of this celebration."

Nominations are now open, but only for a limited time. Submissions must be received by Friday, July 3, 2026.

Note: This article has been issued by ALFED and has been published by AL Circle with its original information without any modifications or edits to the core subject/data.

China’s aluminium scrap imports from overseas jump 4% in Q1’26

Sun, 21 Jun 2026 02:30:00 +0530

As we look more closely into the aluminium industry of China, the leading exporter in the global aluminium supply chain, it appears to fall short in the aluminium scrap market. How do we know? China’s import data accumulated from the International Trade Administration offer evident pointers.

In Q1 2026, China sourced 526,380 tonnes of aluminium scrap from the world, which reflects a notable year-on-year surge of 3.92 per cent from the import volume of 506,546 tonnes in Q1 2025. The spike in imports prompts an in-depth tracking of the nation's aluminium scrap sources.

Annually, the import volume has shot up to 2.02 million tonnes in 2025 from 1.78 million tonnes in 2024, up Y-o-Y by 13.48 per cent.

Since 2025, China’s top three suppliers of aluminium scrap have been:

Thailand, contributing 21.05 per cent to China’s import cumulative
The European Union, shipping 19.34 per cent to China’s import cumulative
The United Kingdom, exporting 13.14 per cent to China’s import cumulative

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Thailand to China

The largest supplier to China, Thailand has occupied the top position since 2025.

Quarterly trade study shows:

Q1 2026 – 110,810 tonnes (USD 276.8 million), down 16.7 per cent Y-o-Y from Q1 2025

Q1 2025 – 133,018 tonnes (USD 289 million), up per cent Y-o-Y from 63,766 tonnes (USD 128.17 million) in Q1 2024

In 2025, Thailand supplied a cumulative 470,698 tonnes (USD 1 billion) of aluminium scrap to China, the figure rising Y-o-Y by a staggering 57.82 per cent from 298,243 tonnes (USD 622.85 million) shipped in 2024.

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The EU to China

The EU occupied the second position in 2025, after remaining on top from 2023 to 2024.

Q1 2026 – 101,814 tonnes (USD 254.6 million), up 30.47 per cent Y-o-Y from Q1 2025

Q1 2025 – 78,037 tonnes (USD 170.87 million), up 4.38 per cent Y-o-Y from 74,764 tonnes (USD 149 million) in Q1 2024

In 2025, the cumulative volume of aluminium scrap shipped from the EU to China amounted to 348,607 tonnes (USD 772 million), recording a Y-o-Y surge of 16.83 per cent from the 298,397 tonnes (USD 625 million) traded in 2024.

Explore the position of aluminium at the intersection of sustainability and strategy in Sustainability & Recycling: Aluminium's Dual Commitment

The UK to China

Similar to the top two exporters, the UK has risen to third place in 2025.

Q1 2026 – 69,157 tonnes (USD 169.83 million), up 13.75 per cent Y-o-Y from Q1 2025

Q1 2025 – 60,796 tonnes (USD 133.95 million), up 27.52 per cent Y-o-Y from 47,674 tonnes (USD 95.57 million) in Q1 2024

In 2025, the UK shipped a total of 245,313 tonnes (USD 541.86 million) of aluminium scrap to China, the figure climbing from 193,638 tonnes (USD 409.2 million) exported in 2024 by 26.69 per cent Y-o-Y.

As both the volume and value of aluminium scrap trade go up, making the three overseas markets prime suppliers to China, thereby deepening the nation’s increasing dependence on external sources to sustain its aluminium scrap flow becomes starkly evident.

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Brazil–Norway research partnership launches book on the biodiversity of the Amazon rainforest

Sat, 20 Jun 2026 07:00:00 +0530

The book, Amazon Forest: Biodiversity and Forest Restoration in Paragominas, presents findings from research conducted in rehabilitated areas covering approximately 3,759 hectares. It examines how these areas develop over time and how mining activities affect the surrounding ecosystem.

The work is based on contributions from 78 researchers across 19 institutions. Since 2013, the BRC has carried out 25 research projects and contributed to more than 80 scientific publications on biodiversity, ecological impacts of mining, and forest restoration. The consortium’s activities are financed by the Hydro Fund.

“Through this partnership and BRC’s research, we can better understand the ecological context in which we operate. This work supports our nature ambition of no net loss of biodiversity in Paragominas and in future projects,” says Eduardo Figueiredo, SVP Sustainability and Communication in Hydro Bauxite & Alumina.

The BRC partnership brings together scientific expertise from across the Amazon and internationally. Insights from the partnership increase understanding soil recovery, species resilience, and the complex interactions between plants, animals, and ecosystems, all critical to designing effective restoration approaches.

These efforts support Hydro’s biodiversity ambitions, including no net loss of biodiversity in new projects and in Paragominas, as well as rehabilitating mined areas on a 1:1 basis within two hydrological seasons after operations end.

Note: This article has been taken from Hydro and has been published by AL Circle with its original information without any modifications or edits official to the core subject/data.

China’s rare earth export control exposes global supply-chain vulnerability, pushes G7 to confront single-source dependence

Fri, 19 Jun 2026 08:10:00 +0530

Rare earth elements were formed billions of years ago through cosmic processes, but their importance has never been more immediate. Once treated as a niche mineral group, rare earths now sit at the centre of the global contest for its strategic value in developing technology, clean energy, defence capability, and industrial security. And in this contest, the winner is not who owns the maximum reserves, but who is efficient in processing, refining, and turning into usable industrial inputs.

And this is where China holds its strongest advantage

China has the world’s highest identified rare earth reserves, estimated at around 44 million tonnes. But there are also the countries like Vietnam, Brazil, Canada, Russia, India, Australia, and the United States who have notable reserves of 22 million tonnes, 21 million tonnes, 15.2 million tonnes, 12 million tonnes, 6.9 million tonnes, 5.7 million tonnes, and 2.3 million tonnes, respectively. If China individually accounts for 44 to 49 per cent, Brazil and Vietnam together also account for 32-38 per cent of the world’s identified reserves.

Then, how does China stand out? The real strength is not its geology, but its processing capability, refining capacity, separation technology and magnet manufacturing. China’s role is not only limited to direct rare earth exports, rather its influence comes from the growing share of indirect or embedded within intermediate component like rare earth magnets or finished consumer products like electric vehicle motors, smartphones, and military technology. And the consumers from China are United States, Japan, South Korea, Netherlands, and Vietnam.

A tonne of exported rare earth compounds is visible in trade data, but rare earths embedded inside a motor, turbine or high-performance magnet are difficult to track. According to the World Integrated Trade Solution, China’s rare earth compound exports stood at 35,304 tonnes in 2024 worth USD 377 million. The United States being the highest importer, secured 12,517 tonnes of rare earth valued at USD 104 million. Japan followed with 7,933 tonnes of imports at USD 134 miiilion. Vietnam, South Korea, and Netherland’s import values were USD 26.75 million, USD 26.26 million, and USD 20.78 million, respectively.

In 2025, China’s rare earth exports surged further even after Beijing began shipment restrictions of several medium to heavy elements from April, reaching 62,585 tonnes, showed the General Administration of Customs data. This apparent contradiction is important to understand. China says it is not banning exports but controlling. It is using export controls to manage access, delay approvals, screen buyers and create uncertainty.

Officially, China has framed the restrictions around national security, dual-use materials and non-proliferation obligations. Those explanations are not irrelevant. Rare earths do have defence and dual-use applications. So, for China, rare earths have become a counter-leverage tool at a time when it is also facing pressure from the West on semiconductors, technology access and trade policy.

This is why the G7’s rare earth agenda has gained urgency

G7 countries, including Canada, France, Germany, Italy, Japan, the United Kingdom and the United States, have come together with a pledge to ensure no single country supplies more than 60 per cent of their rare earth and permanent magnet imports by 2030. The ultimate target is to drop the reliance to 50 per cent on a single country. The objective behind this is to diversify the sourcing of metals vital to defence, technology, and renewable energy.

The talks have been ongoing since 2023 but the discussion gained momentum over a year since China declared export controls. On June 17, 2026, they planned to align stockpiling and launch a new platform with an expanded role for the International Energy Agency.

The objective is realistic as a risk-reduction goal, but not as a quick replacement strategy. Among all the G7 countries, only Canada and the US have rare earth reserves of 15.2 million tonnes and 2.3 million tonnes. Other G7 countries like Japan and the EU are the leading consumers of rare earth elements, driven by advanced electronics manufacturing, automotive, robotics, and clean energy.

Here’s how Japan has established diversified sourcing

According to IMARC Group, the market valuation of rare earth in Japan reached an estimated USD 830 million. No, not China alone took care of this market growth since Japan changed its approach to supply chain resiliency and built a diversified pool of investments into non-China rare earth projects. Since, China implemented an export ban on rare earths targeting Tokyo in 2010, Japan reduced its dependence on Chinese rare earth elements from 90 per cent to 60 per cent, which is now the objective set by G7 countries.

So, who takes care of Japan’s rare earth requirements? Australia’s Lynas Rare Earths Limited, where Japan has its investment, and its processing plant in Malaysia. Japan also has diplomatic and resource-sharing agreement with India and Kazakhstan. Japan itself has a semi-infinite trove of rare earths that can last the world for years and significantly cut into China’s dominance. Island of Minamitorishima has a vast deposit of 16 million tonnes of high-quality rare-earths but the snag is its high cost and difficulty to mine because of the deep depths of the sea.

Key takeaway is Japan has not removed China completely from the equation but reduced the risk to a manageable level by diversifying sources.

The European Union faces a deeper challenge

The European Union is a major consumer of rare earth, but it has limited domestic production. Hence, the region imports 12,900 tonnes of rare earth elements each year, with the majority coming from China and Russia, according to the data revealed by the European Commission. By 2030, rare earth demand in the EU is expected to grow sixfold and that by 2050 sevenfold.

So, the European Union’s response is built around diversification, recycling, and regulation. Through the European Critical Raw Materials Act, the EU aims to diversify and secure supplies – even by obtaining 25 per cent of the materials through recycling. The project LIFE INSPIREE is developing a way to extract, for the first time in Europe at large scale, rare earth metals from the magnets inside computer hard disk drives, electric motors, household appliances and other electronic waste. The project aims to scale up an industrial process to recover up to 700 tonnes of valuable rare earth elements like neodymium, palladium and dysprosium. Through this way, the EU can curb its reliance on China.

But for now, the European Union, particularly Germany, is grappling with supply chain crisis with China’s export curbs, who has been the largest exporter of REEs to the EU. Hence, the latter is looking for a reliable alternative source. Arafura’s Nolans Project in Australia’s Northern Territory is emerging as one such option. The project is expected to produce around 4,440 tonnes of neodymium-praseodymium (NdPr) oxide annually from late 2029, which will partially offset the shortage from China as it exported close to 6,000 tonnes annually till 2024. From Russia, the EU imports a little more than 3,500 tonnes.

The US gradually leveraging its capacity

The United States faces perhaps the most revealing contradiction. It was once a dominant force in the global rare earth market and held a monopoly till the 1980s with a single flagship mine in Mountain Pass, California. But it eventually became dependent on China after losing the infrastructure for mining and producing REEs. Throughout the 1970s and early 1980s, the US produced 15,000 tonnes of REE annually compared with 5,000 tonnes of production across the rest of the world. While the US REE production declined, China’s output rose as it invested in considerable resources to develop the technologies and mine infrastructure necessary to extract and refine from domestic sources. From 1985 to 1995, China's annual REE mining production leaped from 8500 tonnes to almost 50,000 tonnes, and its share of global mining output increased from 21 per cent to 60 per cent.

Nonetheless, in 2025, the US still stood as the second-largest producer of rare earth globally by churning out 8,900 tonnes versus 4,300 tonnes in 2024. In parallel, its reliance on imports also increased to 67 per cent. Heavy rare earths like dysprosium and terbium remain 100 per cent import-dependent. The real challenge is its incapability of downstream separation, metal making, and magnet manufacturing – the areas in which China devoted considerable resources to develop technologies and refining infrastructure.

The increasing dependence on China for rare earth led to the United States’ import volumes of 10,400 tonnes in 2025, meeting 67 per cent of the United States’ consumption. Notably, 70 per cent of this volume came from China even after trade restrictions. Malaysia, Japan, Estonia, and other sources contribute to the United States rare earth supply chain, accounting for 13 per cent, 6 per cent, 5 per cent, and 6 per cent, respectively.

Now, if the objective is to cut dependence to 60-50 per cent on one single country, then the United States will have to look for alternative sources instead of China to replenish the remaining 20-10 per cent. The researchers, led by U-M scientists Stephen Kesler and Greg Keoleian found 28 rare earth sites in North America contain enough rare earth elements to produce more than the US needs for the next few decades, but only some of them can be mined economically.

“Environmentally, we don’t want to do any more mining than necessary, and if you have too much production, then the price drops and everyone goes out of business. This is a situation in which a little bit of government oversight in terms of funding and encouragement can help to develop a stable industry,” said Kesler, professor emeritus in the U-M Department of Earth and Environmental Sciences.

However, the bottomline is, according to Kesler and Keoleian, the deposits are close enough in quality to be able to support a domestic supply chain with a little government support. The advantage is North America has the deposits of both light and heavy rare earth elements. While the former has excellent magnetic properties, the latter improves magnet stability at high temperatures. The United States contains mostly the light rare earths and Canada possesses heavy elements.

The United States has also started investing in forming strong domestic supply chains of rare earth magnets. The US Department of Defense (DOD) is investing USD 400 million for a 15 per cent stake in the California rare earth company MP Materials and is also issueing a loan of USD 150 million to help MP build a heavy rare earth separation plant in California. Using the funding and the loan, MP plans to build a plant to make 10,000 tonnes of rare earth magnets per year. Production is set to begin from 2028.

USA Rare Earth will also invest USD 1.2 billion with the support of the US Department of Commerce’s CHIPS program to establish a magnet manufacturing and refined metal operations in Blacksburg, South Carolina. It is also targeting 2028 for commissioning. On the other hand, Noveon Magnetics has raised USD 215 million in funding from private equity to scale production to 2,000 tonnes of magnets annually.

Summing up

Reducing China’s share from 70-80 per cent to 60 per cent would hence be possible with coordinated investment, stockpiling, offtake agreements, recycling and allied sourcing. Bringing it down to 50 per cent will be the next level challenge. The problem is not only supply. It is cost competitiveness. China’s rare earth ecosystem is efficient because it is integrated. Mining, refining, separation, alloy production, magnet manufacturing and end-use industries are closely connected. Alternative supply chains in the US, Europe, Japan, Australia and Canada will likely be more expensive in the early years.

That means governments will have to support the sector through funding, long-term procurement, defence contracts, tax incentives and strategic stockpiles. Without stable demand and policy backing, new projects could struggle to survive price cycles.

The central lesson is clear: China’s rare earth advantage was built over decades, and it cannot be dismantled quickly. The West’s goal should not be to pretend that China can be replaced overnight. That is unrealistic. The practical goal is to remove the single-source vulnerability.

Rare earths are no longer just an industrial input. They are a geopolitical pressure point. China understands this. The G7 now understands it too. The race ahead is not only about finding more rare earth deposits. It is about building the processing, refining and manufacturing systems needed to turn those deposits into power.

Bridgnorth Aluminium electrifies its diversification strategy with major US deal

Fri, 19 Jun 2026 07:50:00 +0530

The UK’s last remaining aluminium rolling mill is increasing its growing impact in electrification after signing a landmark transatlantic deal with Lotte Aluminium Materials USA.

Bridgnorth Aluminium (BAL), which employs 368 people at its expansive production facility in Shropshire, will deliver battery-grade aluminium to one of the world’s leading suppliers of advanced materials for the battery industry.

Signed at the customer’s site in Elizabethtown, Kentucky, the five-year agreement marks the culmination of a technical and commercial journey that has seen both firms work closely together to bring new material to a rapidly emerging market.

Through extensive joint development work, qualification activities, and ongoing partnership, Bridgnorth Aluminium and Lotte have established a strong foundation to support the evolving requirements of the battery supply chain in North America.

Adrian Musgrave, Head of Sales at BAL, commented: “This landmark agreement marks an important milestone in our diversification strategy and will accelerate our growth within the battery materials sector.

“The transition to electrified transportation and energy storage presents one of the most significant industrial opportunities of our generation, and our technical expertise, agility and ‘green’ production methods are at the forefront of this transition.”

He continued: “Material manufactured here in Bridgnorth will be used by Lotte Aluminium Materials for the next five years. It will go into the production of next-generation batteries that will end up in electric vehicles and energy storage systems.

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“Battery foil plays a critical role in battery performance, making secure, high-quality supply partnerships like this one increasingly important to manufacturers serving both the ‘EV’ and ‘ESS’ sectors.”

This latest deal represents a successful eighteen months for one of Shropshire’s largest manufacturing employers as it returned to 24/7 production.

Backed by the Viohalco Group, Bridgnorth Aluminium has recovered from a difficult trading environment to deliver a buoyant order book that covers customers in printing, packaging, construction, energy and, more recently, electrification.

New jobs have been created to take the workforce to 368 and more than GBP 2 million has been invested in the latest cast house technology and a dedicated slitting line to increase efficiency and capability.

Adrian went on to add: “These latest upgrades have complemented our proven technical expertise in developing high-quality aluminium materials and this is giving us a strong foundation to target new sectors both at home and overseas.

“We’re leveraging collaborative agreements where we get involved in the early stages of a project. This means we can influence specification and ensure the high-grade material we supply delivers the most effective performance possible.

“This is reflected in the confidence that Lotte has placed in BAL and we look forward to exploring how the partnership can support the future growth of both organisations.”

Note: This article has been issued by Bridgnorth Aluminium and has been published by AL Circle with its original information without any modifications or edits to the core subject/data.