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Top Stories
TDK launches 125V aluminium electrolytic capacitors for EV and industrial applications
End User
TDK has expanded its aluminium electrolytic capacitor portfolio with new 125 V-rated components and upgraded existing 63 V products to support higher-voltage electric mobility and industrial applications. The company introduced 125 V versions of its B43693/B43793 axial-lead and soldering star aluminium electrolytic capacitor series, while upgrading the 63 V range of its B41687/B41787 series. The capacitors are designed for DC-link capacitor banks used in systems operating between 48 V and 12 ...
Middle East conflict revives Pentagon concerns over US high-purity aluminium supply
Primary AL
A Pentagon-led simulation has brought fresh attention to the US’ dependence on imported high-purity aluminium, a critical raw material used in military aircraft, armoured vehicles and other defence applications. Conducted months before recent disruptions spurred by the Middle East conflict, the exercise had the US aluminium supply chain in focus. It examined how the US aluminium supply chain would respond during a major geopolitical conflict and identified high-purity aluminium as one of the ...

Recycled AL
Sorting and separation technologies specialist for the recycling and raw material industries, Steinert , is broadening its activities in Mexico to provide customers in the region with direct support. Increased market proximity and enhanced service capabilities support the company’s continued growth in the Mexican recycling and mining industry. The company’s most recent expansion activities in 2024 and 2025 focused on increasing production capacity in Germany at Steinert  UniSort and Steinert ...
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China aluminium inventory pullback, multiple factors in play as aluminium price drifts higher
Primary AL
06 Aug 2026
Futures: The most-traded SHFE aluminium 2609 contract closed at RMB 23,835 per tonne, up RMB 70 from the previous settlement price, a gain of 0.29 per cent. It opened at RMB 23,785.00 per tonne today and fluctuated in a range of RMB 23,740–23,905 per tonne. Prices were trading above the MA5 (23,740.00), MA10 (23,542.00), MA30 (23,191.33), and MA60 (23,741.00). The medium and long-term moving averages remained in a bearish alignment, continuing to exert downward pressure. The pattern of consol ...
US adds five Xinjiang aluminium producers to forced labour entity list
End User
06 Aug 2026
The US has added 43 Chinese companies, including several aluminium producers, to its forced labour entity list, increasing pressure on automakers to review their aluminium supply chains. The companies were added under the Uyghur Forced Labour Prevention Act (UFLPA). This US law presumes goods produced by listed entities are linked to forced labour in China's Xinjiang region. They are therefore prohibited from entering the US.  The list includes five major aluminium producers based in Xinjian ...
LME aluminium cash price eases to $3,228.5/t as stocks decline to 260,900t
Primary AL
06 Aug 2026
The London Metal Exchange (LME) aluminium market witnessed a mixed performance on August 5, with spot and three-month prices declining while longer-dated contracts and the Asian Reference Price strengthened.  LME aluminium cash bid and offer prices fell by 1.3 per cent day-on-day. The cash bid slipped from USD 3,270 per tonne to USD 3,228.5 per tonne, while the offer eased from USD 3,271 per tonne to USD 3,229 per tonne. On August 5, the LME aluminium three-month bid price edged down by 0.22 ...
China aluminium pricing shifts to regional flows, lifting South China premium by RMB 60-100/tonne on southwest conversion surge
Primary AL
06 Aug 2026
The core pricing logic of the domestic aluminium market has undergone a fundamental shift. By 2026, China's total aluminium production capacity has reached the policy-controlled ceiling. With industry-wide operating rates already elevated and room for further capacity expansion effectively exhausted, the sector has formally exited the era of volume-driven growth. As industrial policies continue to guide the coordinated clustering of aluminium smelting and downstream processing, the traditiona ...
LME aluminium rises above $3,200/t as US-Iran peace talks ease market concerns
Primary AL
06 Aug 2026
London Metal Exchange (LME) aluminium prices extended their rally on August 5, climbing above the USD 3,200 per tonne mark as renewed optimism over US-Iran peace talks improved market sentiment and eased concerns over global energy supplies and trade disruptions. Three-month LME aluminium futures rose 1.3 per cent to USD 3,263.50 per tonne, outperforming the previous session as hopes of a diplomatic breakthrough between the United States and Iran weighed on oil prices and weakened the U.S. do ...
Oswego restart, Bay Minette aluminium project fuel Novelis’ 71% Q1 FY27 profit
Downstream
06 Aug 2026
Hindalco subsidiary Novelis has expanded its aluminium rolling and recycling footprint through the continued commissioning of its Bay Minette greenfield site in Alabama and the restart of its Oswego hot mill in New York. The twin milestones propelled the company’s performance in the first quarter of fiscal year 2027 (Q1 FY2027), backed by higher aluminium prices, operational efficiencies and steady demand for sustainable aluminium solutions. Steve Fisher, President and CEO of Novelis, said, " ...
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