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Top Stories
Global market faces tariff impact, reveals aluminium supply chain vulnerabilities
Downstream
A major US aluminium buyer’s planned spot-market purchase of USD 218 million indicates the role of tariff-driven trade policies in reshaping market dynamics, procurement strategies and amplifying risks in the aluminium supply chain across North America. Arconic’s bid to secure 90 million pounds (4 ...
The US stock market plunge, coupled with AI concerns, triggers a sharp decline, and  aluminium prices are under pressure in the doldrums
Primary AL
Futures: SHFE aluminium closed at RMB 23,395 per tonne in the night session, down 0.91 per cent, breaking below the short-term moving averages MA5 (23,544) and MA10 (23,522), with the moving average system showing a bearish alignment; the price is approaching the medium-term lifeline MA60 (23,069. ...

Primary AL
After a slight dip, the London Metal Exchange (LME) aluminium price soared from the previous day’s close. There has been a notable shift in the LME inventory as well. The LME alumina platts price dropped further from the last close.  The LME cash bid rose from USD 3,096 per tonne to USD 3,116.5 p ...
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USA Rare Earth secures $3.5 billion in funding as government takes stake
SupplementAL11 Feb 2026
As part of the move to strengthen America’s critical minerals supply chain, USA Rare Earth Inc. (NASDAQ:USAR) has secured access to approximately USD 3.5 billion in capital. The financing signals Washington’s growing urgency to localise magnet production and reduce reliance on overseas suppliers. ...
Guinea mining boosts Ashapura Minechem’s Q3FY26 performance as EBIDTA rises 8.3%
Bauxite11 Feb 2026
Ashapura Minechem, an India-headquartered mining and mineral processing company, has announced its financial results for Quarter 3 of fiscal year 2026 (ending December 2025). The company specialises in bentonite mineral processing and trading, and is a leading multimineral solution company involve ...
From aluminium smelter to data centre: How Hawesville’s redevelopment will benefit Century by boosting aluminium demand
Primary AL11 Feb 2026
Century Aluminum, on February 2, 2026, finalised the sale of its idle smelter site in Hawesville, Kentucky, to TeraWulf Inc., for transforming it into a digital infrastructure campus. This could be a strategic move by Century Aluminum to boost aluminium demand in the domestic market as data centre ...
Rio Tinto legal chief Isabelle Deschamps to part ways in 2026
Primary AL13 Feb 2026
Rio Tinto has confirmed that Isabelle Deschamps, its Chief Legal, Governance and Corporate Affairs Officer, will step down during 2026 after five years in the role. To know more about the global recycled aluminium industry 2026 outlook, book the report “Global ALuminium Industry Outlook 2026". ...
Kaiser Aluminum shares double in a year, setting a new all-time high
Downstream13 Feb 2026
Kaiser Aluminium shares are all set to create a new record in the market with an unprecedented high of USD 145.62, which is way beyond the earlier 52-week peak of USD 144.93. The growth marks the culmination of a remarkable run for the US aluminium producer, whose stock has surged 101.25 per cent ...
Privatisation amidst conflict: Ukraine strategises to safeguard sale of asset
SupplementAL12 Feb 2026
Dmytro Natalukha, the head of the State Property Fund of Ukraine  (SPFU), declared their plan to privatise the crucial assets within six months. The assets that are marked for the encouragement of private investors include Mykolaive Alumina Plant, in southern Ukraine, Demurinsky MMiningand Process ...
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