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Secondary aluminium margin trap: How toxic dross, CBAM, and 2.5% import duty are destroying the recycling arbitrage
23 Jul 202610MINS
Recycled AL
  EXECUTIVE SUMMARY: The carbon legislation trap: The CBAM Omnibus 2025 update has eliminated the zero-emission loophole for pre-consumer scrap. Secondary aluminium producers using primary factory off-cuts must now declare massive upstream carbon footprints, destroying their European export margins. The geopolitical squeeze: As the EU prepares to ban metal scrap exports, import-dependent nations face a catastrophic supply deficit. Indian aluminium recyclers are uniquely crippled by a 2.5 ...
The blind border: Who actually wins from aluminum’s first CBAM year
22 Jul 202610MINS
Sustainability
On April 7, 2026, the industry got what it had waited three years for: the European Commission priced carbon at the border for the first time. A CBAM certificate for the first quarter costs EUR 75.36 per tonne of CO2 equivalent, for the second EUR 75.28. Every tonne of aluminium entering the European Union now has two prices: one for the metal and one for its origin. The logic seems obvious from here: the dirtier the metal, the more the border charges, clean producers win, coal-based producer ...

22 Jul 20267MINS
Primary AL
China, the largest producer of primary aluminium on the global platform, continues to raise its annual output despite maintaining a 45-million-tonne production cap. So, what's powering its industry's continued growth? In the January-June phase or the first half (H1) of 2026, China produced 22.34 million tonnes. Considering historical data, the figure has gone up year-on-year. H1 2026 – 22.34 million tonnes, up 2.24 per cent Y-o-Y from 21.85 million tonnes in H1 2025 H1 2025 – 21.85 million ...
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