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From 99% can recycling to 48% automotive demand: Mapping Germany's secondary aluminium production to consumption economy
12 Jun 202610MINS
Recycled AL
Germany's secondary aluminium industry occupies a unique position within the global metals landscape. In a country consuming approximately 2.1 million tonnes of aluminium annually, recycled metal has evolved from a supplementary feedstock into a fundamental pillar of industrial supply. The signifi ...
The CBAM 80/20 Data Mandate: Tracing precursor emissions in aluminium supply chains
11 Jun 202611MINS
Downstream
In the foundational article of this AL Circle exclusive series, we showcased the financial reality awaiting downstream aluminium exporters in 2028. We established that the European Union Carbon Border Adjustment Mechanism (CBAM) will permanently erase the comfortable illusion of the corporate veil ...

11 Jun 20265MINS
Alumina
Recently, news spread in the market that Guinea, the world's largest bauxite producer, is planning to roll out export control measures in June 2026, using quota management to push up ore prices. In response, alumina futures rose sharply, with spot prices following suit. Market participants have b ...
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