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Sortera Technologies doubles capacity with new Tennessee facility, deploying physical AI to strengthen the US supply chain for high-purity recycled aluminum

Sun, 24 May 2026 10:42:00 +0530

Sortera Technologies, Inc., an innovative material sorting company with an upcycling platform powered by artificial intelligence, data analytics, and advanced sensors, today announced that its second state-of-the-art processing facility in Lebanon, Tennessee, is moving into full operational status this month.

The launch of the Lebanon facility marks a pivotal milestone for Sortera, effectively doubling the company's total annual processing capacity to an estimated 240 million lbs. This expansion is a direct response to the overwhelming success of Sortera's flagship Markle, Indiana facility and the surging demand for high-purity, sustainably sourced aluminium alloys, while securing a resilient domestic supply chain for American manufacturers.

By bringing the Lebanon facility online, Sortera is positioning its high-purity upcycling platform at the heart of the "Battery Belt" and the Southern automotive manufacturing corridor. The facility utilises Sortera's proprietary AI-driven sorting technology to transform mixed alloy scrap into high-value materials for the automotive, construction, and aerospace industries. This keeps critical materials within the US economy, reducing reliance on international imports and volatile global markets.

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"The performance of our Markle facility proved there is strong appetite for sustainable, high-quality recycled aluminium," said Michael Siemer, CEO of Sortera Technologies. "By bringing our Lebanon operation online, we are meeting that demand head-on—effectively doubling our capacity and providing a streamlined, localised supply chain for our regional customers. Optimising our high-speed sorting lines here in Tennessee ensures our partners receive the highest purity feedstock with maximum efficiency and minimal environmental impact."

The Lebanon operation mirrors the advanced capabilities of the Markle facility, which has been instrumental in demonstrating how mixed scrap — historically downgraded or shipped overseas—can be reclaimed for critical domestic applications.

Key benefits of the Sortera's upcycled metals include:

Energy Efficiency: Using approximately 95 per cent less energy than virgin aluminium production;
Carbon Reduction: Providing a massive reduction in the CO₂ footprint for Sortera's partners, supporting their 2030 and 2040 sustainability goals; and
Strategic Logistics: Reducing transport emissions and costs by providing high-quality recycled content directly to regional manufacturers.

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"Bringing the Lebanon facility to full operational status is a testament to our team's ability to scale this complex technology rapidly," said Ben Pope, COO of Sortera Technologies. "This facility represents the next evolution of our operational footprint, building a more robust, domestic infrastructure that can support the rapid growth of sustainable manufacturing in North America."

The Lebanon facility achieved full operational status both on schedule and within budget, a testament to Sortera's disciplined approach to scaling its industrial footprint. Demonstrating the maturity of the company's AI-powered platform, the facility successfully produced sellable, high-purity material within its first week of operation. This seamless transition from installation to production highlights Sortera's ability to rapidly deploy its technology to meet urgent market requirements without the typical delays associated with complex industrial commissions. The addition of the Tennessee facility cements Sortera's position as a leader in the domestic circular economy for critical metals.

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

Aluminium billet inventory dropped another 28,500t within the week, processing fees showed a "south strong, east weak" pattern

Sun, 24 May 2026 05:30:00 +0530

According to SMM statistics, as of May 21, aluminium billet inventory across major consumption regions in China totalled 205,500 tonnes, down 28,500 tonnes W-o-W (Thursday), with destocking accelerating. Warehouse withdrawals totalled 55,700 tonnes during May 12-18, an increase of 14,200 tonnes from the previous week. Supply side, warehouse inflows declined notably. On one hand, the impact of earlier production cuts by aluminium billet producers in Xinjiang gradually materialised, with warehouse inflows in Wuxi dropping significantly. On the other hand, production cuts by aluminium billet producers in Guangxi resulted in limited arrivals in South China, and local processing fees recovered slightly. Demand side, performance remained relatively stable. Persistently low processing fees in Wuxi, combined with aluminium price pullbacks, prompted downstream manufacturers to purchase at lower prices. Aluminium billet consumption continued to recover over the past two weeks, driving destocking. Currently, aluminium billet social inventory destocking, primarily driven by supply-side factors, slightly exceeded expectations. With supply-side conditions maintained and demand stable, aluminium billet inventory is expected to sustain the destocking trend, with inventory next week expected to pull back to below 200,000 tonnes.

Within the week, aluminium prices first fell then rose, showing an overall fluctuating trend of moving sideways, with processing fees displaying a pattern of "strong in the south, weak in the east." By region, Foshan processing fees were quoted at RMB 350/400 per tonne, up RMB 170 per tonne W-o-W; Wuxi was quoted at RMB 180/260 per tonne, a rebound of RMB 50/60 per tonne W-o-W; Nanchang was quoted at RMB 190/240 per tonne, up RMB 140 per tonne W-o-W. Wuxi had a relatively high aluminium billet inventory, and producers had the willingness to recover funds, with the market showing a trend of pushing for lower prices to facilitate shipments. In South China, however, arrivals dropped sharply, and the market saw sentiment to hold prices firm, with processing fees relatively moderate. Within the week, absolute prices of aluminium billets in both Wuxi and South China remained mostly in the range of RMB 24,500-24,600 per tonne, with processing fees adjusting in line with fluctuations in aluminium prices. It is expected that as aluminium billet inventory enters a virtuous cycle, market processing fees will gradually recover.

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.

India rejects China’s move for WTO dispute panel on solar sector support measures

Sat, 23 May 2026 23:30:00 +0530

India has blocked China’s first request at the World Trade Organization (WTO) to establish a dispute panel over India’s support measures for solar cells, solar modules and information technology sectors.

China had requested the formation of a dispute settlement panel earlier this month after bilateral consultations between the two countries failed to resolve the matter.

The request was discussed during a meeting of the WTO’s Dispute Settlement Body in Geneva on May 22.

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China’s complaint, filed in December last year, challenges India’s tariff measures on certain technology imports and incentive schemes that encourage the use of domestically manufactured products in sectors such as solar energy and information technology.

Beijing has argued that these measures discriminate against Chinese exports and violate provisions under the General Agreement on Tariffs and Trade (GATT) 1994, the Agreement on Subsidies and Countervailing Measures, and the Agreement on Trade-Related Investment Measures.

Also read: Thatchman rolls out aluminium welding certification for complex vehicle repair technicians

India rejected the allegations and stated that its measures are fully consistent with WTO rules.

India also argued that it was notable for a country controlling more than 80 per cent of the global solar module value chain to oppose the development of manufacturing capacity in other countries.

Under WTO dispute settlement procedures, a member country can block the first request for a panel. However, if China renews its request at the next Dispute Settlement Body meeting, the panel will be established automatically.

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The dispute panel, once formed, will examine whether India’s import duties on certain technology products and its incentive schemes for solar manufacturing comply with its WTO commitments.

Both India and China are members of the 166-member WTO framework, which allows countries to challenge trade measures they believe negatively affect their exports.

Anheuser-Busch to distribute 1.5 million cans of emergency water to volunteer firefighters

Sun, 24 May 2026 04:30:00 +0530

Anheuser-Busch has announced a new partnership effort with the National Volunteer Fire Council to distribute more than 1.5 million cans of emergency drinking water to volunteer fire departments across the United States ahead of the summer wildfire season.

This marks the eighth consecutive year of collaboration between the two organisations.

The emergency water supply will be distributed to more than 630 volunteer fire departments across 45 states through Anheuser-Busch’s network of brewery and wholesaler partners.

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According to the company, more than 60 per cent of firefighters in the United States are volunteers, many of whom operate with limited department budgets and resources.

The donated water is intended to support firefighters during emergency response operations while helping departments reduce spending on essential supplies.

Cesar Vargas, Chief External Affairs Officer of the company, said, “Anheuser-Busch is proud to periodically pause brewing beer at several of our breweries in order to produce clean emergency drinking water that is then provided to volunteer firefighters across the country.”

Also read: Bering Yachts rolls out first hull of aluminium BC60 expedition catamaran

Anheuser-Busch said the partnership with the volunteer fire council builds on its long-running disaster relief work in the United States. The company has worked with the American Red Cross on disaster relief initiatives since 1906.

Since partnering with the volunteer fire council in 2019, the company said it has delivered nearly 12 million cans of emergency drinking water through more than 3,700 deliveries across almost all 50 states.

Steve Hirsch, Chair of the NVFC, said the donations help volunteer firefighters remain safe and hydrated during active incidents while reducing financial pressure on departments with limited resources. He expressed himself by saying, “We’re grateful to Anheuser-Busch and its wholesaler partners for their continued commitment to providing first responders with the essential resources needed to protect their communities.”

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The emergency drinking water is produced at the company’s breweries in Cartersville and Fort Collins, where beer production is periodically paused to manufacture canned water supplies.

According to the company, more than 100 million cans of emergency drinking water have been donated since 1988 for communities affected by or preparing for disasters.

ASI certifies Shinhwa Auto USA Corp. against Performance Standard V3.1

Sun, 24 May 2026 03:30:00 +0530

Aluminium Stewardship Initiative (ASI) today announced that Shinhwa Auto USA Corp has been certified against the ASI Performance Standard V3.1 (2023). The facility operates as an aluminium alloy foundry and manufacturing site producing automotive components for the United States market.

Its activities include aluminium melting, low and high-pressure die casting, heat treatment, machining, assembly, inspection, warehousing, and shipping of drive, chassis, and body parts across three on-site plants, supported by ancillary infrastructure for logistics, storage, and site operations. Current annual production is approximately 800,000 saleable units for the domestic (US) market.

The ASI Certification program was developed through an extensive multi-stakeholder consultation process and is the only comprehensive voluntary sustainability standard initiative for the aluminium value chain. The ASI Performance Standard V3 and ASI CoC Standard V2 were launched in May 2022 following a multi-year revision process.

The ASI Performance Standard V3 defines 11 principles and 62 criteria under three sustainability pillars – Environment, Social, and Governance – with the aim to address pressing sustainability issues in the aluminium value chain, such as biodiversity, Indigenous Peoples rights, circularity, and greenhouse gas emissions.

The 2022 Standards and related documents underwent a minor update in 2023, accounting for editorial changes, correction of minor errors and for general clarification, culminating in the release of Performance Standard V3.1 (2023) and Chain of Custody Standard V2.1 (2023). The independent, third-party audit of Shinhwa Auto USA Corp was carried out by DNV Business Assurance Services UK Ltd. A full listing of audit findings is available in the summary audit reports, linked below.

Four minor non-conformances were identified during the audit under the Criteria 4.4a-c Collection and Recycling of Products at End of Life - Material Conversion and other Manufacturing, 5.1a-b Disclosure of GHG Emissions and Energy Use, 5.3b-e GHG Emissions Reduction Plans - Targets, review and disclosure and 11.2 Employee engagement on Health and Safety. Shinhwa Auto USA Corp will be implementing corrective actions, to be verified in a follow-up audit.

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

Monport brings advanced laser machine with the new Mega S and UV Laser Technology in Germany

Sun, 24 May 2026 06:30:00 +0530

Germany's laser engraving industry continues to adopt smarter manufacturing tools as demand rises for precision engraving, cutting, and marking applications. To support businesses ranging from creative workshops to industrial manufacturers, Monport is expanding its laser technology lineup with desktop CO₂ laser, industrial-grade fibre lasers, and new UV laser solutions.

The expansion reflects the growing need for versatile laser engraver machine systems that can handle everything from detailed engraving to professional laser cutting workflows across different materials. Leading the company's desktop CO₂ laser machine is the Monport Mega S, an upgraded version of the Mega 70W CO₂ laser machine.

Built for productivity and ease of use, the system now supports external LightBurn connectivity and includes a LiDAR-based autofocus system that automatically adjusts focus for accurate engraving at speeds up to 600 mm/s. The Monport Mega S also includes a five-minute visual light path setup, a 700 x 350 mm work area, intelligent fill technology, and panoramic camera integration to support efficient laser cutting and batch engraving projects.

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Monport is also strengthening its industrial fibre laser lineup with the GT 200W Split MOPA Autofocus Fibre Laser Engraver. Developed through customer feedback, the GT series offers- advanced, faster operation than the GPro series, improved heat dissipation, and precise 3D deep engraving performance for metalworking applications.

The GT 200W fibre laser supports black marking on aluminium, colour engraving on metal, and thin metal cutting up to 3 mm. Enhanced autofocus and precision optics help deliver cleaner and more consistent engraving results.

Beyond CO₂ and fibre laser technology, Monport is expanding into UV laser marking designed for cold marking applications. UV laser technology minimises heat impact on sensitive materials such as plastics, glass, and electronics, helping reduce material deformation while maintaining precise engraving quality.

As Germany's manufacturing and creative sectors continue investing in modern laser solutions, Monport's broader ecosystem highlights the industry's shift toward smarter, more adaptable laser technology for engraving and laser cutting applications. "Our goal is to make advanced laser technology more accessible, efficient, and practical for businesses of every size," said Monport CEO.

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

Aluminium scrap and alloy imports dropped aharply in tandem, alloy exports hit single-month record high

Sat, 23 May 2026 05:30:00 +0530

Futures: The most-traded aluminium alloy contract AD2607 closed at RMB 23,115 per tonne overnight, up RMB 35 from the previous trading day, a gain of 0.15 per cent. Trading volume was 2,299 lots, open interest was 15,130 lots, down 15 lots slightly, indicating relatively small divergence in capital flows and cautious tug-of-war between longs and shorts. Prices have risen above the 5/10-day moving averages, with short-term downside momentum weakening. The medium-term trend remains in the doldrums, with no clear bullish trend yet formed.

Industry dynamics: According to the latest customs data, China's aluminium scrap imports in April 2026 were approximately 171,000 tonne, down about 10 per cent Y-o-Y. Cumulative imports from January to April 2026 totalled 700,000 tonne. By source country, China's major aluminium scrap import sources in April were Thailand, the UK, Japan, the US, Australia, and other countries and regions, with Thailand accounting for 20.7 per cent of China's total imports. Unwrought aluminium alloy imports were 73,500 tonne, down 15.4 per cent Y-o-Y and down 12.9 per cent M-o-M. Cumulative imports from January to April were 313,900 tonne, down 14.6 per cent Y-o-Y. On the export side, unwrought aluminium alloy exports in April reached 46,300 tonne, a record single-month high, up 179.7 per cent Y-o-Y and up 68.9 per cent M-o-M. Cumulative exports from January to April were 111,200 tonne up 58.1 per cent Y-o-Y. Since March, affected by Middle East geopolitical conflicts and overseas supply disruptions, overseas aluminium alloy ingot prices have continued to rise, with the price spread between domestic and overseas markets inverting further. Currently, the theoretical loss on importing ADC12 into China has exceeded RMB 3,000 per tonne, the import window is essentially closed, and imports remain under pressure. Meanwhile, the supply gap in markets outside China persists, driving notable growth in export demand, with export volumes maintaining expansion for two consecutive months.

Spot-futures price spread daily report: According to SMM data, on May 20, the SMM ADC12 spot price was at a theoretical premium of RMB 580 per tonne t to the most-traded cast aluminium alloy contract (AD2607) closing price at 10:15.

Warrant daily report: SHFE data showed that on May 20, total registered warrants for cast aluminium alloy were 38,401 tonne, down 303 tonne from the previous trading day. Of this, Shanghai had 2,515 tonne (unchanged), Guangdong had 10,428 tonne (down 241 tonne), Jiangsu had 7,532 tonne (up 300 tonne), Zhejiang had 11,942 tonne (down 212 tonne), Chongqing had 4,989 tonne (down 150 tonne), and Sichuan had 995 tonne (unchanged).

Aluminium scrap: Primary aluminium prices edged up RMB 60 per tonne from the previous trading day yesterday, while aluminium scrap market prices remained generally stable. Aluminium scrap market is expected to continue fluctuating at highs this week, with shredded aluminium tense scrap (priced based on aluminium content) mainstream range maintained at RMB 20,500-21,300 per tonne (tax-exclusive). Supply side, the tightening fiscal and tax supervision is unlikely to ease in the short term, and ticket shortages and expectations of reduced imports will continue to provide floor support for aluminium scrap prices, with the market pattern of yards holding prices firm and holding back from selling persisting. Demand side, off-season effects continue to intensify, with insufficient incremental end-user orders. Secondary aluminium enterprises are cutting production, and downstream procurement remains dominated by small just-in-time restocking, making concentrated stockpiling unlikely. The secondary aluminium market is expected to continue its pattern of weakness in both supply and demand.

Silicon metal: On May 20, SMM east China non-oxygen blown #553 was unchanged from the previous day; oxygen-blown #553 was unchanged; #521 was unchanged; #441 was unchanged; #421 was unchanged; #421 for silicone use was down RMB 50 per tonne; #3303 was unchanged. Some silicon prices in Xinjiang continued to decline. Silicon prices in Huangpu Port, Tianjin, Kunming, Northwest China, Sichuan, and Shanghai remained stable.

Markets outside China: On the import side, current import ADC12 quotes edged down but remained in the high range of USD 3,340-3,430 per tonne, with immediate import losses exceeding RMB 3,000 per tonne and the theoretical import window remaining closed.

Summary: The ADC12 market was dominated by a wait-and-see approach with stable prices yesterday, with SMM ADC12 prices unchanged from the previous day at RMB 23,600 per tonne. Demand side, narrow aluminium price fluctuations and tepid downstream procurement limited upward price adjustment room. Cost side, tight compliant aluminium scrap supply, persistent ticket shortage issues, and elevated import costs provided clear cost support. Additionally, signs of production cuts at some producers emerged, with market expectations of subsequent supply tightening warming up. Combined with cost support, enterprises have the willingness to increase prices in the short term. Overall, ADC12 prices are expected to move sideways in the near term.

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.

Unionfab reduces the manufacturing time for metal parts in small batches from 30 days to just 5 days

Sat, 23 May 2026 07:30:00 +0530

Unionfab, a digital manufacturing platform, is further expanding its offering of industrial 3D metal printing services for customers in the United States, Canada, and Germany. Thanks to industrial multi-laser 3D printing systems for metal and an AI-driven manufacturing platform, Unionfab can reduce production cycles for select small-batch metal parts from over 30 days to as little as 5 days.

In light of the increasing demand for lightweight designs, complex geometries, and faster product iterations, additive manufacturing with metal is evolving from a high-end prototyping technology to a key process for small-batch industrial production. At the same time, sophisticated multi-laser printing systems, process optimisation through AI, and metal powder supply chains are contributing to significant improvements in the productivity and cost structure of metal 3D printing.

Unionfab, a subsidiary of UnionTech, a manufacturer of industrial 3D printers, has over 100 industrial metal 3D printing systems in operation, including four- and six-laser SLM systems that are now in series production. Compared to conventional two-laser systems, the latest multi-laser platforms can increase printing efficiency by up to 40 per cent while simultaneously reducing manufacturing costs by approximately 30 per cent.

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Through proprietary AI technology for process pre-balancing, Unionfab has achieved high-speed printing with a layer thickness of 0.6 mm, thereby improving production efficiency and reducing manufacturing costs while maintaining high density and consistent surface quality.

Unionfab supports various industrial-grade materials, including stainless steel (316L, 17-4PH), aluminum (AlSi10Mg, Al6061, Al901X), titanium (TC4), CuCrZr and Inconel (625, 718), etc. Their proprietary, aerospace-grade, high-strength aluminum alloy Al901X combines heat resistance, structural strength, and suitability for anodising, enabling small-batch production of end-use parts from aluminum alloys using metal 3D printing.

“In recent years, China’s metal 3D printing industry has undergone rapid technological advancement and industrial maturation. Continuous innovation among equipment manufacturers, material supply chains, and manufacturing service providers is driving rapid improvements in printing efficiency, process stability, and overall manufacturing costs,” emphasised Allen Yang, CEO of Unionfab. “We believe now is a crucial time for global manufacturers to reassess how they design and produce complex metal parts.”

With over 1,000 industrial 3D printers and more than 400 CNC machines in-house, Unionfab offers comprehensive manufacturing services. By integrating 3D printing, CNC machining, injection moulding, sheet metal fabrication, and rapid casting, the facility supports hardware developers from initial prototyping to series production.

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

Thatchman rolls out aluminium welding certification for complex vehicle repair technicians

Sat, 23 May 2026 03:30:00 +0530

Thatcham Research has launched a new aluminium welding certification programme aimed at helping vehicle repair technicians work on modern aluminium vehicle structures, including megacast components.

The certification has been introduced as vehicle manufacturers increasingly adopt aluminium-intensive designs and megacasting techniques to improve manufacturing efficiency, reduce weight and support electric vehicle development.

Megacasting involves producing large sections of a vehicle body as a single aluminium casting instead of using multiple steel components. The process, first associated with Tesla, is now also being adopted by companies including Toyota and Ford.

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According to Thatcham Research, the new course focuses on aluminium vehicle construction and repair methods required for newer vehicle platforms.

The certification covers aluminium welding techniques, safety procedures, equipment setup, quality inspections and bonding methods. It also includes information related to megacast structures based on the organisation’s repairability studies and industry research.

Also read: Novelis aluminium hot mill plant in Oswego set to restart weeks ahead of schedule

The organisation said its 2025 research on megacasting repairability found that repairs can be cost-effective in some situations, but require specialised equipment, updated repair methods and technicians trained to handle aluminium structures correctly.

The programme also focuses on working safely with heat-sensitive materials and specialist welding systems used in aluminium vehicle repairs.

Graham Keep, who designed the course, said many technicians remain uncertain about repairing aluminium because of differences between aluminium and steel structures. In his words, “This course has been developed with input from experienced trainers and industry professionals to support technicians and bodyshop staff who want to build both their practical skills and core knowledge of aluminium repair.”

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He further added, “Delegates will gain a clearer understanding of aluminium as a material, how it behaves, and how it appears in different forms on the modern vehicle, including the latest trend of megacastings.”

Dean Lander, head of repair sector services at Thatcham Research, said megacasting represents a major shift in vehicle design and engineering and noted that repairability planning would become increasingly important as the technology expands across the automotive industry.

UBS upgrades Alcoa on expectations of stronger aluminium prices

Fri, 22 May 2026 18:30:00 +0530

Alcoa received an upgraded stock rating from UBS, which raised its recommendation to “Buy” from “Neutral” and increased its price target to USD 80 from USD 75.

The upgrade comes after a strong rally in aluminium markets, with Alcoa shares rising around 139 per cent over the past year.

UBS analyst Daniel Major said the brokerage expects prolonged smelter disruptions linked to the Middle East conflict to tighten global aluminium supply and support higher aluminium prices and regional premiums.

According to UBS, Alcoa’s current valuation still reflects an assumed London Metal Exchange aluminium price of around USD 3,000 per tonne, which remains roughly 20 per cent below current spot market levels.

The brokerage expects the company to report sequentially stronger EBITDA and free cash flow in the second quarter, even while using relatively conservative aluminium price assumptions for the second half of 2026.

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UBS also said its 2027 EBITDA forecast for Alcoa is roughly 10 per cent above broader market consensus estimates.

The firm expects sustained cash generation and possible asset divestments, including the potential sale of the Massena East facility, to reduce Alcoa’s net debt below its target range of USD 1 billion to USD 1.5 billion.

If debt levels continue to improve, UBS believes the company could eventually move toward share buybacks in the second half of 2026, which investors would likely view positively.

Alcoa’s first-quarter 2026 results, however, came in slightly below market expectations. The company posted earnings per share of USD 1.40, missing analyst estimates of USD 1.47. Revenue for the quarter stood at USD 3.19 billion, compared with forecasts of USD 3.3 billion.

The company also declared a quarterly cash dividend of USD 0.10 per share, scheduled to be paid in June 2026.

Even with the softer quarterly numbers, market sentiment around aluminium producers has remained relatively strong as supply concerns and geopolitical tensions continue to support aluminium prices globally.

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Italy records 92.8% aluminium beverage can recycling rate in 2025

Fri, 22 May 2026 21:30:00 +0530

CIAL said Italy’s aluminium packaging recycling rate reached 69.5 per cent in 2025, while aluminium beverage cans achieved a significantly higher recycling rate of 92.8 per cent.

According to the consortium, the country’s overall aluminium packaging recovery rate stood at 72.9 per cent during the year.

Although the recovery figure was slightly lower than the adjusted 2024 level, CIAL said this was mainly due to a 7 per cent increase in the volume of aluminium packaging placed on the market rather than weaker recycling performance.

The organisation added that changes in calculation methods under updated European regulations also affected the figures, including adjustments related to aluminium content in composite packaging materials.

Around 65,000 tonnes of aluminium were reportedly sent for recycling in Italy during 2025, marking a 42 per cent increase compared with the previous year and the highest level recorded in recent years.

CIAL said the recycling activity helped avoid around 460,000 tonnes of CO2 equivalent emissions and saved approximately 205,000 tonnes of oil equivalent.

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When composite waste and revised European calculation methodologies are included, Italy’s overall aluminium packaging recycling rate rises to roughly 72 per cent, according to the consortium.

The 92.8 per cent recycling rate for aluminium beverage cans places Italy among Europe’s strongest-performing recycling systems.

CIAL noted that the figure is comparable to leading European deposit return schemes, where average beverage can recycling rates are also around 92 per cent.

Across Europe as a whole, including both deposit-return systems and separate collection systems, the average aluminium beverage cans recycling rate stands closer to 75 per cent.

Italy’s beverage can recycling rate increased by 5.5 percentage points compared with the previous year.

The organisation said the country’s current recycling framework has already exceeded the European Union’s 2025 recycling target of 50 per cent and is on track to surpass the EU’s 2030 target of 60 per cent.

The latest figures come as other European aluminium markets continue to face mixed conditions. While recycling performance has improved in some countries, Aluminium Deutschland recently reported a decline in Germany’s recycled aluminium production during the first quarter of 2026 due to weak demand and scrap shortages.

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Middle East crisis jolts aluminium downstream trade; end-use sectors grapple with supply crunch

Sat, 23 May 2026 04:30:00 +0530

The global aluminium downstream sector is witnessing a sharp realignment as Middle East supply disruptions, uneven corporate earnings, expansion investments and changing trade flows reshape market dynamics. While producers navigate rising aluminium prices, shipment costs and operational setbacks, demand from packaging, aerospace, EVs and recycling continues to influence long-term growth strategies across key regions.

Financial performance and corporate moves

Shyam Metalics and Energy Limited reported a strong Q4 FY26 performance, with profit after tax rising 42 per cent year-on-year to INR 3.12 billion, backed by higher sales volumes, stronger realisations and improved operational efficiency across its aluminium foil, steel and speciality alloy businesses. Quarterly revenue climbed 27 per cent to INR 52.4 billion, while EBITDA increased 33 per cent. Riding on the momentum, the company has also unveiled a major INR 27 billion expansion plan including aluminium projects, pointing to a robust long-term growth strategy despite a volatile global metals market.

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Maan Aluminium reported a weaker Q3 FY26 performance, with net sales slipping to around INR 1.52 billion and profit after tax falling nearly 27 per cent below the previous four-quarter average. Despite pressured margins, subdued export demand and slower inventory movement, the company maintains a relatively firm balance sheet. Continued optimism prevails with long-term investor confidence remaining intact, as the stock has delivered robust multiyear returns, including gains of over 180 per cent in three years and more than 580 per cent over five years.

Weekly aluminium downstream and end user recap by AL Circle Pvt Ltd

Novelis reported a weaker FY26 performance after two fires at its Oswego, New York facility disrupted production, reducing shipments by an estimated 145 kilotonnes and impacting Adjusted EBITDA by around USD 104 million. Its FY26 net loss was USD 15 million, down from USD 683 million Y-o-Y, while FRP shipments dipped 5 per cent to 3.56 million tonnes. Nonetheless, Novelis remained optimistic about long-term low-carbon aluminium demand and expects the Oswego hot mill restart soon, while continuing commissioning work at its new Bay Minette recycling and rolling facility in Alabama.

Soon after, Novelis announced its Oswego plant in New York is expected to resume production within the next few weeks. The company had earlier expected the restart to take place by the end of June, but commissioning activities are now progressing faster than previously estimated. The Oswego facility experienced two separate fires in September and November 2025. The incidents were contained to the hot mill area, and no injuries were reported; all employees were evacuated safely during both events.

Asian private equity firm MBK Partners is set to acquire Altemira Holdings Corporate, the Japanese aluminium can producer, in a deal valued at around YEN 117.5 billion (USD 760 million), according to industry sources. The acquisition involves MBK Partners acquiring 100 per cent of Altemira from US-based investment firm Apollo Global Management. Altemira is the second-largest aluminium can manufacturer by market share in both Japan and Vietnam, with annual revenue estimated at approximately YEN 200 billion (USD 1.29 billion).

Middle East conflict tightens the supply chain

The Middle East conflict has removed an estimated 2.3–3 million tonnes of GCC aluminium capacity from the market after shutdowns at EGA, Alba and Qatalum, while disruptions through the Strait of Hormuz continue to strain raw material flows and exports. With the Gulf accounting for roughly 9 per cent of global aluminium supply and a major share of imports into the US, EU and Asia, downstream sectors are facing rising costs, shipment delays and tightening metal availability.

Surging aluminium prices driven by the Middle East conflict, fuelled by a tax gap across the Strait of Hormuz, have prompted Chinese producers and traders to ramp up supply of aluminium in processed or semi-fabricated form rather than as ingots. China exported 15,565 tonnes of aluminium stranded wire, cables and related products in April. The volume marked a jump of more than 166 per cent year-on-year and nearly 95 per cent higher than March levels.

The aluminium packaging sector, which consumed around 16.70 million tonnes in 2025 and is projected to approach 17.16 million tonnes in 2026, is now confronting the risk of losing 3-3.5 million tonnes of aluminium supply this year. Packaging industries across Asia, Europe, the United States and Brazil are coming under mounting pressure as escalating tensions in the Middle East threaten to disrupt raw material supply chains. Consequently, packaging companies are increasingly diversifying procurement strategies, expanding recycled aluminium use and reducing dependence on single sourcing regions. Find out more.

In a move to offset aluminium and freight costs due to the ongoing Middle East conflict, California-based beverage company Monster Beverage may raise its product prices incrementally through 2026. Executives noted that aluminium prices and freight expenses increased during Q1, partly owing to tariffs and the Middle East geopolitical tension-induced supply disruptions. However, the company believes this move would not affect the consumption pattern of energy drinks, following their previous experience when the market remained resilient even after they increased prices.

Coca-Cola’s Diet Coke is gradually returning to stores in India after weeks of supply shortages triggered by disruptions in aluminium can availability, though consumers are now facing significantly higher prices and a switch in packaging. Tensions in the Middle East, particularly in the Gulf regions, caused shortages in the supply chain, particularly in the shipping routes connected to the Strait of Hormuz. Retailers say pricing and supply conditions may remain volatile until aluminium availability and shipping routes linked to the Gulf region stabilise more fully.

Demand trends, trade shifts and market outlook

The North American aluminium market has witnessed sharp shifts in trade dynamics, the trend shifting with policy changes and geopolitical developments. In 2025, North America’s aluminium market showed signs of recovery, with demand ending the year on a stable note despite economic and trade-related headwinds. According to the latest Aluminium Situation report by the Aluminium Association, the region recorded a modest 0.8 per cent increase in aluminium demand, backed by stronger manufacturing activity in the second half of the year after a weak start. Learn more.

Japan’s primary aluminium imports increased by 6.6 per cent year-on-year and 16 per cent month-on-month to 89,497 tonnes in March 2026, supported by improving automotive demand and higher domestic production of aluminium products. Data from Japan’s Finance Ministry showed stronger activity in flat-rolled and extruded aluminium products during the month, while vehicle production also continued to recover. However, demand from the construction sector remained weak due to lower housing activity.

Constellium SE and Ryerson Holding Corporation are drawing investor attention as aluminium prices remain elevated amid global economic uncertainty and trade tensions. Strong demand for lightweight electric vehicles, recycled aluminium, rechargeable batteries and aerospace applications continues to support aluminium consumption globally. Healthy air travel activity and rising aircraft production are also boosting demand for aluminium alloys used in fuselages and wings.

Projects, Technology and Regulatory Developments

Texarkana Aluminum has rolled its first coil after commissioning a major hot mill expansion project at its Texas facility, featuring a new four-stand hot tandem mill supplied by Mino. The project began in 2023 after Mino received a contract to design, supply, and commission the mill. The new equipment was installed as an extension to the existing single-stand reversing hot mill, converting the plant into a “1+4 Hot Rolling Line”. In this setup, the older mill acts as the roughing stand, while the four new stands are used for hot finishing.

ROLEC has launched the profiCASE, a new line of diecast aluminium enclosures aimed at protecting in-cab control systems used in sectors such as agriculture, construction and heavy engineering, where electronic control systems need extra durability and environmental protection. The new profiCASE range is designed for human-machine interface systems, commonly known as HMIs, which are increasingly used for touchscreen controls and electronic operations inside off-highway vehicles.

Australia has concluded its latest anti-dumping review on Malaysian mill-finish aluminium extrusions, retaining duties on certain producers while removing trade measures on another manufacturer. Under the decision, which will take effect from June 3, 2026, LB Aluminium will continue to face a floor price arrangement, while Milleon Extruder remains subject to an anti-dumping duty rate of 3.4 per cent. However, Australia decided to discontinue duty collection against Kamco Aluminium. Capral Limited filed an application for the recent review in June 2025. Read more here.

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USA Rare Earth stock rises after DOE selects company for $19.3 million critical materials funding

Fri, 22 May 2026 16:30:00 +0530

USA Rare Earth saw its stock rise after the company announced that it had been selected by the U.S. Department of Energy for potential funding of up to USD 19.3 million under the department’s Critical Materials Innovation, Efficiency and Alternatives programme.

The funding, which remains subject to final negotiations, will support development of a pilot-scale rare earth element separation project aimed at strengthening domestic processing capacity in the United States.

According to the company, the project is intended to support critical supply chains linked to energy, defence and advanced manufacturing sectors, where rare earth materials are considered strategically important.

The announcement also boosted investor sentiment toward the company after USA Rare Earth reported quarterly results that came in ahead of analyst expectations.

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The company posted adjusted losses that were smaller than anticipated, while revenue exceeded market estimates.

Analysts maintained a positive outlook on the stock following the announcement, with Buy ratings remaining in place and price targets reportedly around USD 34 per share.

Market observers said the combination of government backing, improving financial performance and growing strategic importance of rare earth processing helped drive momentum in the company’s shares.

The funding initiative forms part of broader U.S. efforts to expand domestic critical mineral processing and reduce dependence on overseas supply chains for rare earth elements.

Rare earth materials are used in products including electric vehicles, renewable energy systems, semiconductors, advanced electronics and defence technologies.

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From mines to markets: How geopolitics and raw material pressures are transforming aluminium supply chains

Sun, 24 May 2026 11:30:00 +0530

The global aluminium industry is entering a phase where the biggest concern is no longer just building more smelters or expanding downstream demand. Across Asia, Europe, the Middle East and the Americas, the focus is increasingly shifting toward securing stable supplies of bauxite and alumina as geopolitical tensions, trade measures and energy disruptions continue reshaping global supply chains.

Governments are accelerating mining investments, producers are expanding refining and smelting capacity, and buyers are searching for safer and more reliable trade routes. From Indonesia’s raw material ambitions to China’s export surge and Europe’s tariff safeguards, the aluminium value chain is being redrawn in real time.

The raw material race

Indonesia has become central to the global aluminium conversation as the country aggressively expands its upstream aluminium chain. However, the deeper it moves into refining and smelting, the greater its dependence on stable bauxite supply becomes.

The imbalance is becoming increasingly visible. If Indonesia’s aluminium production capacity rises beyond 7 million tonnes, the country would require more than 14 million tonnes of alumina. Using the standard 2.5:1 conversion ratio, that would mean demand for nearly 35 million tonnes of bauxite. Despite holding around 3 billion tonnes of reserves, Indonesia’s mine production growth has not matched the speed of refinery expansion. Read the full story here.

The push to secure raw materials is now spreading across multiple producing regions. Jamaica said its bauxite and alumina sector generated USD 612 million in export earnings in 2025, while investment in the mining sector climbed from USD 251 million to USD 326 million despite disruptions caused by Hurricane Melissa.

Kazakhstan is exploring metallurgy projects worth between USD 10 billion and USD 12 billion focused on expanding domestic bauxite, alumina and aluminium processing capacity. Meanwhile, the United States is looking at possible involvement in Guyana’s bauxite sector and broader mining opportunities as it seeks to strengthen access to mineral resources. Read here.

India is also witnessing stronger upstream activity. Odisha Mining Corporation is planning to expand the Kodingamali Bauxite Mine from 3.6 MTPA to 6 MTPA, signalling sustained demand growth from the aluminium sector. Click here for the article.

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Alumina trade under pressure

The alumina market is also being reshaped as conflicts and shifting trade patterns begin disrupting traditional supply routes.

NALCO said exports to the Middle East were affected by geopolitical tensions involving Iran, Israel and the United States. The company exports 40 to 50 per cent of its alumina production to the region, making the disruption particularly significant for its trade flows.

At the same time, Indonesia’s alumina exports surged sharply in the first quarter of 2026. Export volumes rose more than 40 per cent year-on-year, although export values fell by 27.7 per cent, reflecting weaker alumina prices despite stronger shipments.

China’s buying activity added another layer to the market shift. According to GACC data, China’s alumina imports reached an 11-year high in April after surging more than 5,500 per cent year-on-year. During the first four months of 2026, imports climbed nearly 1,300 per cent compared with the same period last year.

Meanwhile, the European Union is considering tighter controls on alumina exports linked to Russia as Brussels increases pressure on commodities that could support Russian military production.

A reshuffling of trade

As volatility spreads across the supply chain, aluminium trade flows are beginning to rebalance.

China’s exports of unwrought aluminium and aluminium products climbed 15.4 per cent year-on-year in April 2026, reaching 598,000 tonnes as global buyers increasingly turned toward Chinese supply amid disruptions in Gulf trade corridors. The monthly export figure marked China’s strongest performance since December 2024. Click here for an indepth analysis.

North America is also adjusting its trade framework. The United States introduced a mechanism allowing Canadian and Mexican steel and aluminium producers to apply for reduced Section 232 tariffs if they commit to investing in manufacturing operations within the US. Under the proposal, tariffs could be reduced from 50 per cent to 25 per cent. Read here.

Europe, meanwhile, moved to protect regional industry through a provisional trade agreement with the United States that includes safeguards tied to steel and aluminium tariffs. The agreement would allow Brussels to suspend tariff preferences if US duties remain above 15 per cent beyond 2026 or if imports begin harming European producers.

Japan’s aluminium premium has also emerged as a major indicator of supply risk in Asia. Within six months, premiums surged from USD 86 per tonne to more than USD 350 per tonne, pushing delivered aluminium prices above USD 3,800 per tonne and sharply increasing procurement costs for buyers.

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Expansion and vulnerability

Even as market uncertainty intensifies, aluminium producers continue expanding operations to capture long-term demand growth.

Alcoa reported strong growth in its aluminium business during the first quarter of 2026, supported by demand from the packaging, electrical and transportation sectors. Third-party aluminium sales climbed to USD 2.54 billion from USD 1.91 billion a year earlier, while aluminium product sales also increased strongly. Read the full report here.

In Bahrain, Alba reported a 316 per cent year-on-year rise in profitability despite operational disruptions linked to Gulf tensions. However, profits declined on a quarterly basis as supply chain pressures continued affecting the region.

Africa’s aluminium industry exposed another side of the global supply challenge. Regional aluminium production fell 6.2 per cent quarter-on-quarter in Q1 2026 following the Mozal shutdown, highlighting how dependent the continent remains on concentrated production hubs, fragile electricity systems and climate-sensitive infrastructure.

Europe is also attempting to strengthen domestic aluminium production capacity. Rio Tinto-backed Arctial plans to begin first hot metal production from its Finland smelter project in the second half of 2029, with the company targeting a 20 per cent increase in European aluminium production.

India, meanwhile, continues to push downstream expansion. Hindalco secured local backing for Aditya Aluminium’s brownfield expansion project, which aims to raise aluminium production capacity from 6.8 LTPA to 9.0 LTPA while also increasing captive power capacity from 1,230 MW to 1,530 MW.

The aluminium industry is increasingly being shaped not just by demand growth, but by the race to secure bauxite, alumina, energy and stable trade routes. As geopolitical tensions, supply disruptions and trade barriers intensify, producers and governments are rapidly restructuring supply chains to reduce risk and strengthen long-term resource security.

Century Aluminum faces earnings pressure from energy costs and aluminium price swings

Fri, 22 May 2026 11:30:00 +0530

Century Aluminum Company has returned to investor’s focus after its recent quarterly results showed how falling aluminium prices and high power costs are affecting profitability. The company is also continuing to spend on expansion and low-carbon projects, adding pressure to near-term earnings.

The aluminium producer operates smelters in the United States and Europe and supplies primary aluminium products to industries such as automotive, packaging, construction and manufacturing. Its financial performance is closely linked to London Metal Exchange aluminium prices, while regional premiums, alumina costs and electricity rates also have a major impact on margins.

Power remains one of the company’s most important cost factors because aluminium smelting consumes large amounts of electricity. Century Aluminum has been working on long-term power agreements and lower-carbon energy sourcing in an effort to improve cost stability and support demand for cleaner aluminium from industrial customers.

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The company has also increased focus on value-added products such as billet and foundry alloys, which generally provide stronger margins than standard-grade aluminium. These products are used in automotive and engineered applications where customers often prefer longer-term supply arrangements.

Century Aluminum’s US operations are considered strategically important as manufacturers seek more domestic aluminium supply and reduced dependence on imports. Its European plants, however, remain exposed to energy market volatility and tightening environmental rules across the region.

Alongside current operations, the company is pursuing projects linked to low-carbon aluminium production and future demand from electric vehicles, renewable energy infrastructure and lightweight transport. These investments could support long-term growth, although they are expected to keep spending levels high in the short term.

Industry observers also point to tariffs, trade measures and carbon-related regulations in the United States and Europe as important factors for the company’s outlook. Policies supporting domestic and lower-emission aluminium production may improve the competitive position of producers such as Century Aluminum over time.

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8 ways the Middle East crisis is reshaping the bauxite and alumina market beyond trade routes

Fri, 22 May 2026 10:10:00 +0530

One geopolitical disruption. Multiple market reactions. Beyond the news headlines, the Middle East crisis has and is continuing to evolve, creating visible influences. These influences may include price movement, shifts in trade, ever-changing demand-supply dynamics and whatnot. Here are the key impacts highlighted in AL Circle’s report, “Global Bauxite & Alumina Market Forecast to 2036,” outlining how the ME crisis is reshaping global markets. And in this shifting landscape, the competitive edge may not go to the biggest players, but to the best-prepared.

Here’s what the market is really signalling:

1) Disruption in the Strait of Hormuz directly affecting Gulf raw materials

Two major regions, which are the UAE and Bahrain, are highly dependent on bauxite and alumina imports. These regions, currently, are feeling the shipment strain, incoming from West Africa and Australia. This is so because they are forced to navigate riskier maritime routes. Due to this, what was previously a smooth supply corridor has now become a much more unpredictable journey.

2) Shipping inefficiencies beyond just the Middle East

The transit times are being stretched due to the vessel diversions, rerouted cargoes and tighter shipping availability. However, this does not make it just another regional issue; in the current market dynamics, it is creating a ripple effect on global freight economics, shipment scheduling and strategies for procuring raw materials.

3) Import dependency: A strategic risk factor

The growing reliance on imported materials is turning into a significant risk for Gulf aluminium producers. This is more so due to the recent crisis, which highlights how much these producers depend on overseas suppliers for their raw materials. Even though, in terms of smelting capacity, year-on-year, the region has seen growth, the security of upstream raw materials still hinges largely on imports.

4) ALBA's strategy to cut down production

The disruption's quick impact could be seen mainly after ALBA highlighted its recent production cut. To maintain its inventory levels and facilitate refinery maintenance, the firm has reduced its production by 19 per cent. With this decision, the firm directly aligns its strategy with the growing influence of supply uncertainty on operational choices within the aluminium value chain.

5) Regional alumina availability altered due to EGA's smelter closure

Regional alumina availability shifted completely after EGA shut down its Al Taweelah smelter. Post the shutdown, EGA had redirected alumina into the market for at least a year. A new layer of complexity in terms of balancing supply and demand in the region has changed due to this operational alteration.

6) Quick market movers: Freight & insurance costs

Due to the crisis, another major market influence noticed was the rise in freight and insurance costs. With rising war-risk premiums, increased marine insurance costs and longer shipping routes, logistics expenses are following the climbing trend. Fluctuations in freight costs in the industry have begun to occur, especially in terms of freight costs, impacting the competitiveness of raw materials just as much as mining expenses.

7) CIF on the rise, irrespective of soft FOB price

Another major contradiction emerging from the Middle East crisis is visible in the global bauxite and alumina market. This is because the delivered bauxite prices are facing upward pressure due to rising logistics and transportation costs. At the same time, FOB Guinea bauxite prices continue trending downward because of ample supply availability and increasing inventory buildup in China.

8) Guinea emerges as the market’s influential supplier

Guinea is solidifying its position in the market. The country now leads the global seaborne bauxite trade, accounting for nearly 74 per cent of China’s bauxite imports. Its increasing influence means that any changes in export policy, infrastructure issues or regulatory actions can quickly sway global market sentiment.

As of now, the market is said to be shifting from just balancing supply and demand to a much more strategic approach, focusing on logistics, sourcing and trade flexibility.

AL Circle's report, "Global Bauxite & Alumina Market Forecast to 2036", decodes and deep dives into this broader transformation, covering everything from shifting trade routes and refinery expansions to mapping geopolitical risks, pricing forecasts and long-term market strategies.

After all, the next big market edge might not go to the largest producer, but rather to the one that's best prepared.

GACC: China's Jan-Apr bauxite imports rise 15% Y-o-Y despite Apr drop

Fri, 22 May 2026 09:41:00 +0530

Despite April's decline, total imports over January-April rose by 15 per cent on year to 77.68 million tonnes, the GACC data showed. On the demand side, consumption of imported bauxite by the 44 Chinese alumina refiners tracked by Mysteel reached 55.28 million tonnes during the four-month period, indicating a surplus of about 22.4 million tonnes of the imported material, Mysteel Global noted.

The on-month drop in the imported volume was mainly attributed to rising shipping costs driven by higher oil prices, as well as weaker purchasing demand from Chinese alumina producers during March and April, market analysts said.

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Guinea and Australia remained the two dominant suppliers of China's imported bauxite in April. Their combined shipments came in at 18.85 million tonnes last month, accounting for 95.5 per cent of total imports, Mysteel Global's calculations based on GACC data showed.

Bauxite imports from Guinea totalled 16.42 million tonnes in April, down by 9.3 per cent from March and 1.4 per cent lower compared with the same month in 2025. Meanwhile, shipments from Australia stood at 2.42 million tonnes last month, declining by 9.1 per cent on month and by 9.6 per cent on year.

The volume of imported bauxite from non-mainstream supplying countries amounted to 897,303 tonnes during the month, down by 9.7 per cent from the previous month. Turkey, Sierra Leone, and Guyana were the top three non-mainstream suppliers.

Note: This news is published under a content and exchange agreement with Mysteel

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Red mud back in focus as Jamaica pursues mining expansion

Fri, 22 May 2026 08:45:00 +0530

Jamaica is once again turning its attention to an overlooked by-product of the bauxite industry that officials believe could hold substantial economic value. During his presentation in the House of Representatives for the 2026/27 Sectoral Debate on May 13, Floyd Green outlined fresh efforts to develop commercial opportunities linked to bauxite residue, more commonly referred to as Jamaican red mud.

According to the minister, interest in the material is not new. More than ten years ago, Japanese company Nippon Light Metal collaborated with the Jamaica Bauxite Institute to investigate the composition of the residue. There was an unusual high concentration of rare earth elements in their findings, which is almost 25 times higher than those typically found within the upper continental crust. The initiative failed to progress though beyond its experimental stage.

Green explained that a combination of fluctuating global prices and the absence of a commercially designed processing facility prevented the project from moving forward at the time. The Government now appears determined to revisit the opportunity. Green stated that discussions between the Jamaica Bauxite Institute and the local licence holder have reached an advanced stage, with plans underway to transition the existing pilot operation into a fully commercial venture. He indicated that a two-year investment and development programme is expected to commence this year, supported by an extensive sampling exercise that has already been completed. Officials are reportedly anticipating the formalisation of the arrangement in the near future.

Alongside the commercial plans, the Government is also examining the legal and regulatory framework governing mineral discoveries. Green highlighted provisions within Jamaica’s Mining Act that require holders of mining licences to report the discovery of additional minerals and pay the relevant royalties. In his view, those obligations should continue to apply even when the bauxite residue has been transported outside Jamaica, including to locations such as Louisiana.

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To strengthen the country’s legal position, he confirmed that the Attorney General has been asked to provide guidance on the matter, while amendments to the Mining Act are being prepared to remove any ambiguity. The minister also noted that work is underway to establish a clear fiscal structure for the extraction and production of rare earth elements. Such measures are intended to ensure that Jamaica secures long-term financial benefits should commercial-scale production become viable.

Beyond rare earth development, Green pointed to continued growth within the wider industrial minerals sector. He explained that around 70 per cent of Jamaica’s industrial mineral output is consumed domestically, largely supporting the construction industry. Quarry production rose sharply in 2025, climbing to approximately 5.9 million tonnes compared with 3.7 million tonnes the previous year. The increase, he said, reflects expanding infrastructure and construction activity across the country.

With reconstruction and development projects expected to continue, demand for quarry materials is likely to rise further. Green stressed that the Government intends to improve the efficiency of revenue collection from non-bauxite mineral operations while also encouraging investors to move beyond basic marl extraction into higher-value products. He highlighted Jamaica’s reserves of high-purity limestone, which can be processed for use in products such as toothpaste and antacids.

Attention is also being directed towards metallic mineral exploration, where international mining interests are increasing their presence in Jamaica. Green revealed that two major global mining firms have entered partnerships with junior exploration companies to intensify searches for copper, gold and related minerals.

Under one arrangement, Freeport-McMoRan and C3 Metals Inc. have committed USD 75 million towards copper and gold exploration activities. Separately, Barrick Mining Corporation has partnered with Geophysx Jamaica Limited in a venture expected to invest an initial USD 20 million in similar exploration efforts.

Following meetings with the companies involved, Green said preliminary indications from the exploration programmes have been encouraging. In particular, C3 Metals has reportedly identified signs suggesting the possible presence of substantial copper deposits, prompting plans for further investigative work.

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Should commercially viable deposits ultimately be confirmed, Green argued that the country could experience major economic gains. Increased export revenues, greater foreign investment, additional tax income, and higher royalty collections would all contribute to strengthening Jamaica’s economy and expanding the benefits derived from its natural resources.

GCC aluminium production outlook revised for Q2 2026 after April output shock

Fri, 22 May 2026 08:48:00 +0530

As the Middle East conflict continues with full force, the Strait of Hormuz remains blocked, and 9 per cent of aluminium production and supply from the Gulf Cooperation Council (GCC) hangs by the thread of uncertainty. Compounded by the damages caused by the geopolitical unrest, GCC completes one-third of the April-June quarter (Q2) of 2026, with a staggering 26.87 per cent month-on-month production decline.

GCC April’26 rings warning bells

Aluminium production in the January-March quarter (Q1) of 2026 declined in the range of 540,000 to 570,000 tonnes or about 3.7 per cent, slipping from 1.55 million tonnes in the October-December quarter (Q4) in 2025 to 1.49 million tonnes in Q1 2026.

As the GCC stepped into Q2 2026, the April aluminium output saw a drastic dip, with the daily average falling to 10,989 tonnes per day in April 2026, a 26.87 per cent M-o-M decline from the March levels of 15,000 tonnes per day. The figure also depicts a 35.36 per cent drop from the pre-conflict daily output volumes of approximately 17,000 tonnes.

Explore the increasing relevance of red mud in the sustainable aluminium industry and bauxite residue management in A Comprehensive Analysis of Bauxite Residue (Red Mud): Sustainability, Resource Recovery and Strategic Recommendations

As April’s monthly average production comes to 330,000 tonnes, the volume draws a grim contrast year-on-year, when the daily output averaged at 16,800 tonnes, and the monthly production totalled 505,000 tonnes, thereby indicating a sharp drop of 34.65 per cent.

The first four months of 2026 yielded a production of 1.76 million tonnes of aluminium by the GCC. Comparing the same period Y-o-Y, production has once again hit a slump, down by 13.02 per cent from 2.03 million tonnes produced between January and April 2025.

Jonathan Grant, Secretary General at the International Aluminium Association, noted, "What we are seeing in April's numbers is probably not the floor, it is a further deterioration that brings Gulf output to levels not seen in over a decade.”

Factors driving the decline and its repercussions

Several of the Middle East conflict-related incidents have factored in dragging the production down more than one-third of the previous year’s figures.

The first roadblock in the pathway of production was the closure of the Strait of Hormuz, causing shipping disruptions, compelling Aluminium Bahrain (Alba) to invoke force majeure on certain products from early March. Soon after, Alba announced a controlled shutdown of potlines 1, 2 and 3, cutting off 19 per cent or 308,369 tonnes of its annual production capacity of 1.62 million tonnes. This was followed by the 40 per cent production shutdown of 640,000 tonnes at the integrated aluminium complex Qatalum.

Furthermore, the Iranian missile attacks on the Emirates Global Aluminium (EGA) and Aluminium Bahrain (Alba) facilities led EGA’s Al Taweelah smelter to sustain “significant damage” and cut 60 per cent of its annual production of about 2.8 million tonnes. These incidents crippled up to an estimated 2.3 million tonnes of combined annual capacity.

Combining the deficit volumes in Q1, i.e., 308,369 tonnes from Alba, 1.6 million tonnes from EGA’s Al Taweelah smelter and 256,000 tonnes from Qatalum, the total volume of annual production cut stands around 2.16 million tonnes. Hence, an estimated quarterly production cut appears to be 541,092 tonnes. EGA’s other smelter, the Jebel Ali facility, has a nameplate capacity of 1 MTPA and is operating with restrictions.

The London Metal Exchange (LME) aluminium prices have climbed over 13 per cent since the inception of the conflict on February 28 and are up about 19 per cent year-to-date (YTD), according to Reuters. LME cash offer at the close of the May 14 session stood at USD 3,768 per tonne, continuing to surpass the four-year high benchmark.

Despite contributing only around 9 per cent of global primary aluminium output, the Gulf region plays a far larger role in international trade. It typically accounts for 19 per cent of the EU’s primary aluminium imports, 28 per cent of Japan’s and 21 per cent of those into the United States. Moreover, South Korea, Thailand and Turkey remain heavily dependent on the region.

“Aluminium is essential to modern industrial economies, and with countries including the US, Japan and EU relying on Gulf smelters, this appears to be a slow-motion supply chain shock,” the Secretary General mentioned.

China, which accounts for nearly 60 per cent of global aluminium production, has only marginally increased output, while the country’s 45 million-tonne production cap continues to limit any major expansion. At the same time, no other producing region is in a position to quickly compensate for a disruption of this scale.

EGA attempts to bridge output deficit

To mitigate the immediate consequences of the blocked Strait of Hormuz trade corridor, EGA reportedly plans to take over TAQA's stake in the company, which is about 40 per cent, i.e., acquiring about 158,000 tonnes annually, or 13,166 tonnes every month out of Sohar’s annual capacity of about 395,000 tonnes.

This attempt to reduce the deficit would cover only 9.87 per cent of Al Taweelah’s annual production of 1.6 million tonnes. Provided Oman is willing to give up its stake to the UAE, the deficit would still continue to prevail until the Al Taweelah facility is operational within a year.

Revising outlook

Out of the original production capacity of 5.06 million tonnes (approx.), combining EGA (2.8 million MTPA), Alba (1.62 MTPA) and Qatalum (640,000 TPA), a 2.16 million tonnes or 42.69 per cent production deficit can be noticed.

Combining the still operational portions, i.e., Alba’s 1.3 MTPA, EGA’s present nameplate output of 1 MTPA and a potential addition of about 158,000 tonnes to it (1.16 MTPA) and Qatalum’s 384,000 TPA, projected annual production volume amounts to 2.84 million tonnes. Based on this estimate, average monthly production would come around 236,666 tonnes.

Therefore, adding the projected monthly averages for May and June with April’s production volume, the Q2 production outlook appears around 803,332 tonnes, which falls short Y-o-Y of the 1.5 million tonnes Q2 2025 by 47.6 per cent.

Forecasting a difficult phase in the global aluminium value chain, Grant observed, “The region's smelters cannot replenish raw material stocks through the Strait of Hormuz and are trying alternate land routes to keep operating. That equation is now catching up with production in a very direct way.”

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The aluminium-built voyager 56 Fly makes its debut

Fri, 22 May 2026 07:45:00 +0530

Dutch yacht builder Van den Hoven Jachtbouw has unveiled the Voyager 56 Fly, a new aluminium adventure cruiser designed to expand outdoor living space while maintaining the long-range cruising capabilities of the Voyager series.

Constructed with an aluminium hull and cabin structure, the Voyager 56 Fly is designed to be lighter than similarly sized fiberglass boats, helping improve fuel efficiency and speed. The yacht is powered by twin Volvo D6-600 diesel engines with straight shafts, delivering a cruising speed of about 18 knots and a top speed ranging from 22 to 25 knots.

The new model is based on the Voyager 56 Coupe platform and introduces a discreet low-profile flybridge that nearly doubles the vessel’s open-air social areas. The flybridge includes an upper helm station, L-shaped seating, dining table, wet bar, grill and space for sun chairs, creating an additional entertainment and relaxation zone.

The Voyager range currently includes models from 50 to 71 feet, with an 80-foot yacht under development. The series is aimed at experienced cruisers seeking megayacht-style comfort in a family-sized vessel.

The 56 Fly combines traditional motor yacht styling with contemporary sport cruiser design elements. Features include a sloping transom with integrated stairs, large salon windows, a plumb bow and angular hull glazing. The yacht also incorporates a curved transom garage fitted with a pneumatic door and slipway system for tender storage and launch.

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Inside, the yacht offers a three-cabin, two-head layout with a forward master suite and two guest cabins aft. The main salon can be configured in several ways, though the standard arrangement places the helm station forward, lounge and dinette amidships, and a large galley aft connecting the interior and exterior dining areas.

Van den Hoven said the yacht will be offered with multiple fuel tank configurations to support extended cruising capability.

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