Russia’s aluminium market could face a new competitive dynamic after Sual Partners signed a production-sharing agreement with state-controlled hydropower group RusHydro, potentially giving Sual access to up to 150,000 tonnes of aluminium from the Boguchany smelter in Siberia. The arrangement could challenge Rusal’s near 20-year dominance of Russia’s primary aluminium market, allowing Sual to target both domestic and overseas customers with the metal. The agreement, announced on October 15 during Russian Energy Week, provides for a production-sharing mechanism at the Boguchansky aluminium plant, which is co-owned by RusHydro. The arrangement could give Sual access to as much as a 50 per cent share of the smelter’s output, putting it in a position to compete directly with Rusal, its...
The Confederation of British Metalforming (CBM) has called for closer UK-EU relations, warning that proposed European industrial policies could affect British manufacturers supplying the aluminium, steel and automotive industries. Stephen Morley, CBM President and Chair of the Euroforge Automotive Sector, made the call at the organisation's autumn meeting in Munich. He said stronger cooperation between the UK and EU was important for protecting manufacturing jobs, investment and cross-border supply chains. He stated, “ We need to protect British industry, but we also need to recognise that the UK and European automotive sectors are deeply connected. What damages one part of the supply chain will inevitably affect the other. ” Join the fourth edition of webinar " Hedging for recyclers -...
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CIE Automotive India Ltd approved merging its full subsidiary, CIE Aluminium Casting India Ltd. This pulls all aluminium casting under the main company. For the global aluminium value-chain 2026 outlook, book our exclusive report “ Global ALuminium Industry Outlook 2026 " The board cleared the scheme of amalgamation in line with the Companies Act and SEBI regulations. As the subsidiary is fully owned, no new shares will be issued, and its share capital will be cancelled upon completion of the merger. Also read: Gränges AB marches into Q2’26 of the aluminium industry after robust Q1 results The company said the move is expected to improve operational efficiency and reduce structural complexity. It may also help achieve economies of scale and better coordination across operations,...
The aluminium industry is quietly undergoing a structural shift. What was once dominated by primary smelting is now moving toward a scrap-led ecosystem, with used beverage can (UBC) material emerging as a critical feedstock. The shift is rooted in cost and power. Producing primary aluminium requires 13–15 MWh per tonne and, when coal-powered, emits 12-14 tonnes of CO₂ per tonne. That makes recycled aluminium not just a sustainability choice, but an economic one. Read here . As this transition gathers pace, UBC scrap pricing has moved beyond local dynamics. It is now increasingly linked to benchmarks from the London Metal Exchange, while also reacting to regional energy shocks and supply tightness. What was once a fragmented market is becoming globally visible-and more volatile. Read the...
The rising geopolitical tensions in the Middle East are impacting the global aluminium market, with early indications of production disruptions and tighter supply conditions. Although the initial effects seem to be under control, forecasts are hinting at a much more significant shift on the horizon, prompting concerns about how much the supply chain could be impacted in the months ahead. The global bauxite and alumina industry is on the brink of a major shift by 2036 due to Guinea's becoming the key player in seaborne supply , China’s ongoing reliance on imports and the launch of new mining and refining projects in crucial areas. This indicates that future supply growth will depend heavily on factors like resource security, geopolitical tensions, infrastructure readiness and...
UC RUSAL’s 2025 numbers mirror a year with revenue growth but without any profit growth. The world’s largest aluminium producer outside China lifted revenue 22.6 per cent year-on-year to USD 14.81 billion, helped by a 16.4 per cent rise in sales volumes to 4.49 million tonnes, but the benefit was quickly swallowed by a 32.3 per cent jump in cost of sales to USD 12.254 billion, a sharp rise in finance expenses, and a tougher currency and interest-rate environment. The result was a net loss of USD 455 million, against a profit of USD 803 million in 2024. Revenue rose, but margins broke The most striking feature of RUSAL’s 2025 performance is how quickly operating leverage turned against it. Gross profit fell 9.3 per cent to USD 2.558 billion even as sales expanded, while adjusted EBITDA...
Century Aluminum Company has resumed production at the second potline of its Norðurál smelter in Grundartangi, Iceland, several months ahead of schedule. The company confirmed that the first pots in Grundartangi’s second potline have been energised and the remaining units are expected to come online by the end of July to bring the production to near full capacity. The second potline accounts for nearly two-thirds of the plant’s total output. Also Read: Century Aluminum begins expanded production at Mt Holly Smelter The restart followed an unexpected transformer failure that had disrupted operations. Repair work was carried out by technical teams in coordination with equipment designers and manufacturers. Permanent replacement transformers have been ordered and are expected to be installed...
Indian metal manufacturer Shyam Metalics and Energy Limited is set for a notable expansion as it advances to invest around INR 7 billion (USD 74.27 million) to set up an aluminium flat rolled products (FRP) and foil manufacturing unit in Sambalpur, Odisha. As a major step in planning and investment, it would reinforce the presence of Shyam Metalics across the aluminium value chain. Explore- Most accurate data to drive business decisions with Global ALuminium Industry Outlook 2026 across the value chain Downstream boost with the aluminium FRP and foil plant Being developed through its subsidiary, Smel Steel Structural Private Limited, the project is already at an advanced stage, scheduled to be commissioned by June 2026. Once operational, the plant would add a capacity of 60,000 tonnes per...
Aluminium rolling and recycling company Gränges AB has posted the financial results for its January-March quarter (Q1) 2026, reporting growth with robust gains. Commenting on the steady performance and the aluminium recycling firm’s consistency, CEO Jörgen Rosengren stated, “Gränges delivered a very strong first quarter performance… This is our ninth consecutive quarter with year-on-year volume growth.” Explore- Most accurate data to drive business decisions with Global ALuminium Industry Outlook 2026 across the value chain Financial highlights Q1 2026 Financial performance of Gränges AB in Q1 2026, compared year-on-year with Q1 2025 are as follows: Sales volume stood at 159,800 tonnes, up 5.4 per cent Y-o-Y from 151,600 tonnes. Net sales reached SEK 8,237 million (USD 888.57 million),...
India’s Carbon Credit Trading Scheme (CCTS) has now come into force, and for the moment, its impact on cement and aluminium producers looks fairly moderate. Companies in these sectors are not expected to face serious financial strain straight away, although that position is likely to change as the rules become stricter over time. A review by ICRA ESG Ratings, based on 14 firms across both industries, suggests the scheme has been set up to ease businesses into a new regulatory environment rather than imposing high costs from the outset. The intention appears to give companies some breathing space while they begin adjusting to lower-emission operations. At this early stage, most firms should be able to deal with compliance costs without major difficulty. The initial targets leave enough...
LME aluminium prices softened on April 23 across the curve, with both cash and futures contracts posting marginal declines compared to the previous session, while exchange inventories also edged lower. On April 23, LME aluminium cash bid price stood at USD 3,641.5 per tonne, down 0.23 per cent from USD 3,650 per tonne on April 22. The cash offer price was USD 3,642 per tonne, slipping 0.27 per cent from USD 3,652 per tonne. In the 3-month contract, the bid price fell to USD 3,588 per tonne on April 23, marking a 0.46 per cent decline from USD 3,604.5 per tonne on April 22. The offer price eased to USD 3,590 per tonne, down 0.42 per cent from USD 3,605 per tonne. Further along the curve, the December 2027 contract also weakened. The bid price declined to USD 3,135 per tonne on April 23, a...
As CBAM enters full implementation, Turkish manufacturers are facing a tougher export environment where reliable supply, clear data and commercial continuity are becoming as important as price. For the global aluminium value-chain 2026 outlook, book our exclusive report “ Global ALuminium Industry Outlook 2026 " The new phase of the EU’s Carbon Border Adjustment Mechanism (CBAM) is changing the way Turkish manufacturers evaluate aluminium procurement. As of January 1, 2026 , CBAM has moved from a reporting-focused transition period into full implementation, adding new pressure on exporters already managing oversupply, aggressive pricing and weaker demand in parts of the market. For Turkish manufacturers, the challenge is no longer limited to carbon compliance alone. Companies with strong...
The Ministry of Railways has proposed a new rail link in Odisha to connect bauxite-rich areas in Rayagada and Kalahandi, despite ongoing resistance from tribal communities. The proposed broad-gauge line will link Tikiri station to the Kutrumali and Sijimali bauxite mines under the East Coast Railway’s Waltair Division. Mining rights in these areas have been secured by Vedanta and the Adani Group. For the global aluminium value-chain 2026 outlook, book our exclusive report “ Global ALuminium Industry Outlook 2026 " Adani’s subsidiary, Kalinga Alumina Limited, has proposed an open-cast mining project over 701.792 hectares in Kutrumali, covering parts of Thuamul Rampur and Kashipur. The site holds an estimated 127.737 million tonnes of bauxite. A public hearing for environmental clearance is...
ASUS has launched its new ExpertBook Ultra, prioritising durability in business laptops. This highlights a premium market trend favouring reliability and longevity over just speed and looks. The ExpertBook Ultra meets MIL-STD-810H certification. It has been tested across 24 scenarios in 11 categories, including extreme temperatures, vibrations, and harsh environments. ASUS said the hinges are designed for long-term use, while the outer body can withstand high pressure. For the global aluminium value-chain 2026 outlook, book our exclusive report “ Global ALuminium Industry Outlook 2026 " The device is built using AZ31B magnesium-aluminium alloy, a material used in aerospace and Formula 1 applications. It sports a nano-ceramic surface rated 9H for hardness. These traits boost durability for...
Coca-Cola has launched a nationwide campaign ahead of the 250th anniversary of the United States, introducing a limited-edition series of mini cans. The collection includes 52 designs, representing all 50 states along with Washington, D.C., and Puerto Rico. Each can features local symbols and cultural elements combined with the brand’s classic design style, printed on aluminium mini cans. For the global aluminium value-chain 2026 outlook, book our exclusive report “ Global ALuminium Industry Outlook 2026 " Some designs highlight widely recognised themes. California shows a surfer, Wisconsin features cheese, North Dakota includes the prairie rose, and Minnesota displays the eight-pointed star from its state flag. The aim is to reflect regional identity through simple visual elements. Also...
Sonoco Products Company reported its financial results for the first quarter ended March 29, 2026, showing mixed performance amid changing market conditions. The company’s business, including its aluminium and metal packaging segment, continued to face shifting demand and cost pressures. Net sales stood at USD 1.7 billion, slightly down by 1.9 per cent compared to the same period in 2025. The decline was mainly due to the divestment of its ThermoSafe packaging business, along with lower volumes. However, price increases and favourable exchange rates provided some support. For the global aluminium value-chain 2026 outlook, book our exclusive report “ Global ALuminium Industry Outlook 2026 " Net income rose to USD 67.6 million from USD 54.4 million a year earlier. Diluted earnings per share...
As the primary raw material for aluminium, global bauxite mining and production continues to reinforce the aluminium value chain, with supply patterns increasingly shaped by shifting trade flows, policy interventions and evolving demand from downstream sectors. In 2026, global bauxite production is expected to reach around 475 million tonnes, which is a 0.63 per cent year-on-year (Y-o-Y) increase from 2025. This expansion is driven primarily by rising demand for aluminium products. Recent developments across major producing regions point to a changing production landscape, influenced by geopolitical dynamics, environmental considerations and rising demand from energy transition sectors. As key producing regions adjust output strategies, the market is entering a phase of recalibration...
The Raoom Trading Company successfully purchased the glass and aluminium factory of Alma Glass and Aluminium Manufacturing Co. in April 2026. For the global aluminium value-chain 2026 outlook, book our exclusive report “ Global ALuminium Industry Outlook 2026 " The deal, first announced on November 23, 2025, was valued at SAR 5.2 million (USD 1.39 million), to be paid entirely in cash. The company stated that a cash consideration of SAR 5.2 million will be paid to cover the factory’s assets. The transaction was subject to approval from the Saudi Authority for Industrial Cities and Technology Zones (MODON). Also Read: New developments in Section 232: what it means for metal imports Raoom confirmed that the acquisition was financed through existing bank facilities, ensuring no additional...
Canyon Resources Limited has progressed its Minim Martap Project in Cameroon to the execution level. It has confirmation of surface miner mobilisation, with trial mining on schedule for Q2 2026, and production of bauxite expected to occur in early Q2 2026. The first shipment is targeted for late Q3 2026 with a ramp-up to full export capacity in Q4 2026. Progress continues with regard to supporting infrastructure projects such as improvements to roadways, rail networks and terminal facilities. The arrival of the first seven locomotives at the Port of Douala is a significant achievement toward enhancing the integrated logistics chain for this project. In addition, construction has resumed on an Inland Rail Facility, which will allow for improved transportation from mine to port. AL Circle...
In an era where raw material security is becoming as critical as energy security, AL Circle announces the launch of its most comprehensive and forward-looking industry-focused report — “ Global Bauxite & Alumina Market Forecast to 2036: Supply–Demand, Trade Flows & Price Outlook. ” This report provides a structured, forward-looking perspective on an industry shaped by evolving geopolitical dynamics, decarbonisation pathways, and ongoing industrial transformation. A decisive decade for bauxite & alumina The global bauxite and alumina landscape is entering a phase of structural realignment. Supply chains are no longer purely economic—they are strategic. Governments are tightening control over resources, trade flows are being reshaped by policy interventions, and pricing is increasingly...
