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Giga-Casting: The aluminium shot - Escaping the cost trap via Rheocasting, RidgeAlloy, and Tier 1 consolidation
01 Jul 202610MINS
Downstream
EXECUTIVE SUMMARY: The margin collapse: European foundries face critical insolvencies as surging capital expenditure for massive giga-presses compresses profit margins down to 5 per cent, forcing aggressive Tier 1 corporate consolidation. The primary smelter threat: Oak Ridge National Laboratory’s new "RidgeAlloy" allows structural automotive castings to absorb massive iron levels from post-consumer scrap, actively severing the electric vehicle industry's reliance on primary aluminium dilu ...
Alumina supply squeeze in northern China, glut in the south fuel cross-regional trade
01 Jul 20265MINS
Alumina
From tightness to oversupply in southwest China At the beginning of the year, the commissioning progress of new alumina projects in Guangxi fell short of expectations, compounded by temporary production cuts at several alumina plants in the southwest region, leading to persistently tight spot supply in the area. With this year's new alumina capacity primarily concentrated in Guangxi, the gradual ramp-up and release of these new capacities have recently eased the tight spot conditions in the s ...

01 Jul 20262MINS
End User
Zimbabwe's electricity transmission network is facing growing attacks as vandals increasingly target aluminium components after the utility replaced copper equipment to reduce metal theft. The Zimbabwe Electricity Transmission and Distribution Company (ZETDC) said criminals have adapted to changes in the power network by stealing aluminium infrastructure that was installed in place of copper components. Speaking at a media briefing, Cloud Chakanyuka, ZETDC's Regional Transmission Manager, ...
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