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Why does a barrel of oil matter to aluminium producers?  A hidden link between petroleum coke, prebaked anode and the metal itself
03 Aug 20267MINS
Primary AL
Oil price shocks are traditionally associated with their impact on transportation, aviation, paints and chemicals, tyres, rubber, and fertiliser industries, while the ripple effects on metallurgy often remain overlooked. The recent Middle East geopolitical crisis has renewed attention on aluminium’s strategic importance as a critical global metal supplier, but what about the impact of the oil price surge linked to the conflict on aluminium’s cost structure?   Indeed, the aluminium industry do ...
66% and counting: China leads aluminium extrusions as India’s demand nears 858,000 tonnes
01 Aug 20268MINS
Downstream
The centre of gravity of the global aluminium extrusion market is increasingly difficult to locate anywhere but Asia. China already sits at a scale that no other extrusion-producing country approaches. AL Circle's The World of Aluminium Extrusions – Industry Forecast to 2030 estimated China's aluminium extrusion usage at 20.94 million tonnes in 2023, against global consumption of approximately 31.5 million tonnes. That means, roughly two out of every three tonnes of aluminium extrusions consu ...

01 Aug 20264MINS
Downstream
The aluminium industry's growth story is increasingly being shaped by value-added manufacturing rather than production volumes. Robust earnings, expansion projects and business diversification continued to strengthen confidence in downstream aluminium, with several producers raising their outlooks despite macroeconomic and geopolitical headwinds. At the same time, global trade trends favoured economies with stronger downstream capabilities, while weaker exports in some regions and governance c ...
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