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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A recent shift in US trade policy has introduced important changes for global metal exporters. On April 2, 2026, a new statement revised the existing Section 232 duties, altering how steel, aluminium, and copper imports are treated. For the global aluminium value-chain 2026 outlook, book our exclusive report “ Global ALuminium Industry Outlook 2026 " Businesses that depend on supplying these materials to the US market face significant consequences of these changes and demand close attention. The table below shows the duties in place following the proclamation: Products Ad valorem duty rates Goods listed in Annex I-A (all aluminium and steel articles, most copper articles, and certain derivative steel articles) 50 per cent Goods listed in Annex 1-B (certain copper articles and certain...
It has been over a month since we released our special magazine, “ Women in Aluminium: Real Stories. Real Shifts ”, where women working in the aluminium industry across roles and domains have come together and shared their stories. Be it navigating the industry upon entering or thriving through the challenges, they have done it all. The participants not only talked about their challenges, but also shared the projects and milestones that shaped their journey while maintaining both their professional and personal lives. In the debut edition, the esteemed participants include Angelica Papageorgiou from Allumforce; Muna Abdullah Mohammed Al Nofali from Sohar Aluminium; Véronique Dufour from EPIQ Machinery; Carla Vierhout from Gouda Refractories BV; Dr Yashuang Gao (Song) from EnPot; Julie...
Reliance Steel & Aluminum Co. went into its first-quarter results with strong expectations, helped by rising aluminium prices and new government contracts. Analysts had forecast earnings of USD 4.67 per share on revenue of USD 3.92 billion, pointing to solid growth both sequentially and year-on-year. Estimates had also moved higher in recent weeks, reflecting growing confidence as US aluminium premiums surged to record levels due to tight supply and tariffs. The company, with a market value of USD 17.2 billion, had also delivered a stronger-than-expected previous quarter, adding to the positive tone. Even so, while analysts largely rate the stock a Buy, the average price target still sits slightly below its current trading level. Profit growth backed by pricing, margins ease The results...
Australia-based bauxite mining and exploration company, Metro Mining , has been strengthening its position in the global bauxite market. It is backed by a dependable reserve base, practical operating model, and a commercial strategy aligned with current demand trends, as detailed in its latest technical and economic update. Explore- Most accurate data to drive business decisions with Global ALuminium Industry Outlook 2026 across the value chain At the Bauxite Hills Mine in Far North Queensland, Ore Reserves are estimated at 69.6 million tonnes (wet), considering depletion due to ongoing mining activity . Although compared to earlier estimates, this reflects a reduction, it indicates continued extraction, emphasising the operation’s role in actively generating revenue. Updates for calendar...
The upward trend in the London Metal Exchange (LME) aluminium price continued on April 22, irrespective of the US ceasefire on Iran. A significant rise has been seen in the cash offer as well as the longer-dated contracts. On the contrary, there has been a slight dip in the LME inventory. On April 22, the cash bid rose by USD 38 per tonne or 1.1 per cent, shifting from USD 3,612 per tonne to USD 3,650 per tonne. Similarly, the cash offer also shifted from USD 3,613 per tonne to USD 3,652 per tonne, resulting in a difference of USD 39 per tonne or 1.2 per cent. Must read: Key industry individuals share their thoughts on the trending topics The upward swing continued in the LME 3-month contract, where the bid changed from USD 3,568 per tonne to USD 3,604.5 per tonne, showing a change of USD...
Europe’s aluminium premium has climbed to a near four-year high, but buyers are resisting elevated levels, with at least one deal reportedly struck below the benchmark. Mercuria, a global commodities trader, sold metal at a discount of USD 10 to USD 15 per tonne below Fastmarkets’ assessed premium, reflecting weak buying interest. For the global aluminium value-chain 2026 outlook, book our exclusive report “ Global ALuminium Industry Outlook 2026 " The duty-paid premium for aluminium in Europe rose to around USD 587.50 per tonne in early April amid concerns that escalating tensions in the Middle East could disrupt supply chains. However, deals are increasingly being negotiated below benchmark levels as sellers prioritise liquidity. In Europe, buyers usually pay the LME price plus a...
PPG Industries has introduced a new interior coating for aluminium pet food cans in the US, marking what it says is the first coil-applied PVC non-intent (PVC-NI) solution of its kind in the market. The product, branded PPG NUTRISHIELD MAX PPG7590, is designed for draw-redraw (DRD) cans and easy-open ends typically used in wet pet food packaging. It comes as a single-component system, which means it doesn’t require mixing or adjustments before use, a shift from more conventional multi-component coatings. For the global aluminium value-chain 2026 outlook, book our exclusive report “Global ALuminium Industry Outlook 2026" That change is expected to simplify production at the plant level. By removing steps like formulation mixing and frequent changeovers, the coating can help reduce downtime...
Bahrain Aluminium Extrusion Company (Balexco) has approved plans to convert into a public shareholding company and list on the Bahrain Bourse, subject to technical, financial and legal feasibility studies, with the board authorised to decide on execution and timing. The decision was taken at its Annual and Extraordinary General Meetings in Sitra, where shareholders also approved a 5 per cent capital increase through the issuance of 4.65 million bonus shares, raising paid-up capital to BD 9.773 million (USD 26 million) across 97.7 million shares. For the global aluminium value-chain 2026 outlook, book our exclusive report “ Global ALuminium Industry Outlook 2026 " For FY2025, the company approved a profit distribution of BD 1.166 million (USD 3.1 million), including a 5 per cent cash...
Toyota Motor Corporation is trying to manage two very different pressures at once, policy influence in North America and growing uncertainty around raw material supply. On one side, the company has joined hands with Honda Motor Company to form the Pacific Manufacturing Association of Canada. The idea is to have a more direct say in how Canadian policy evolves around electric vehicles, emissions rules and manufacturing support. For Toyota, this is less about short-term gains and more about positioning. Decisions around where to invest, which models to build, and how supply chains are structured often depend on policy clarity. Having a joint platform with Honda gives it more weight in those discussions, especially as Canada competes with the US and Mexico for future automotive investment....
President Claudia Sheinbaum said Mexico is seeking an early agreement with the United States on aluminium, steel and automobiles ahead of the review of the United States-Mexico-Canada Agreement (USMCA). For the global aluminium value-chain 2026 outlook, book our exclusive report “ Global ALuminium Industry Outlook 2026 " Speaking at a press conference, Sheinbaum said these sectors are important for Mexico’s economy. She further added, "We hope that a preliminary agreement can be reached" before the formal review process is completed. The comments came as Jamieson Greer, US Trade Representative, visited Mexico for trade discussions. Mexico is a major exporter of vehicles, auto parts, and machinery, with most shipments going to the United States. The upcoming USMCA review is significant for...
The US is stepping up efforts to reshape how critical minerals are sourced, with its top trade official signalling that allies may have to accept higher prices if they want more secure supply chains. Jamieson Greer has told partner countries that reliance on low-cost imports has contributed to the West’s dependence on China, particularly in areas like rare earths. In conversations with allies, he has argued that a shift away from that model will come with added costs, something he described as a “national security premium”. For the global aluminium value-chain 2026 outlook, book our exclusive report “Global ALuminium Industry Outlook 2026" The idea being discussed goes beyond just sourcing changes. Washington is looking at forming a group of like-minded countries, including parts of...
Battery recycler NavPrakriti is setting up a greenfield critical minerals refining unit in Odisha with an investment of over INR 1000 million (USD 10.66 million), aiming to bring it onstream by FY29. Backed by its selection under the National Critical Mineral Mission, the plant will recover cobalt, nickel and lithium from end-of-life batteries. It is planned to handle about 5,000 tonnes a year, targeting high-purity output of critical and rare earth materials to support domestic supply and cut import dependence. For the global aluminium value-chain 2026 outlook, book our exclusive report “ Global ALuminium Industry Outlook 2026 " Started in 2024 by Akhilesh Bagaria and Avnish Bagaria, the company already operates a lithium-ion recycling facility in Serampore, West Bengal, with 12,000...
The aluminium can story today is no longer just about growth-it is about what happens after consumption. The market, valued at USD 55.5 billion in 2023, moved up to USD 58.2 billion in 2024 and is estimated to reach USD 61.5 billion in 2025, with projections pointing to USD 85.6 billion by 2032. At the same time, usage keeps climbing. From about 470 billion aluminium cans in 2024, global consumption is set to touch 510 billion in 2025 and could reach 627 billion by 2030. That steady rise is putting pressure on systems worldwide-not just to produce more, but to recover more. And that is already happening. A group of countries has pushed aluminium can recycling rates beyond 90 per cent, spread across Asia, North America, and South America. Each operates differently, yet the outcome is...
Leading Australian mining and metals company South32 posted its January-March (Q3) quarterly update, reporting a stable performance throughout the quarter in its aluminium sector and a slight upward spike in the alumina segment. Commenting on the quarterly performance, Graham Kerr, the South32 Chief Executive Officer, stated, “Our teams delivered several strong operating results in the March quarter, despite adverse weather impacts.” Explore- Most accurate data to drive business decisions with Global ALuminium Industry Outlook 2026 across the value chain Q3 performance study: Alumina Worsley Alumina showed a saleable output, despite a temporary dip in plant availability and interruptions in third-party gas supply following Tropical Cyclone Narelle, held fairly steady throughout the three...
In the ongoing supply chain disruption, which is directly linked to the tension with Iran, Diet Coke is said to be the next victim. Why so? In many Indian cities, stock shortages are being faced by consumers because of the lack of availability of aluminium cans. Other than Diet Coke, this impact is also seen majorly in the Indian beer industry. Mumbai was the first city to face the supply issue, which has now reached Bengaluru, Pune and parts of Delhi-NCR. With the rising temperature, there is a surge in cola and beer demand and sales, where the retailers are reporting that their shelves are being emptied as soon as new stock arrives. Owing to this supply shortage, Coca-Cola India has not responded to inquiries, but industry insiders suggest that the shortage is particularly severe for...
Metro Mining, an Australian mining and exploration company, has recently shared its financial performance for the year 2025 in its Annual General Meeting 2026. As per the firm's report, it has shown exceptional financial recovery, operational growth and has significantly positioned itself in the global bauxite supply chain by delivering quality bauxite to its consumers. Throughout the year, the firm has been focused on refining its operational model, adhering to the environment and the communities by reinforcing the culture of safety, especially for the people who are working with them or visit their sites. Overall financial performance In 2025, the total revenue reached USD 378 million, showing a year-on-year increase of 23 per cent. The net profit also rose to USD 142 million, marking...
The Material Recycling Association of India (MRAI), representing small and mid-sized recycling firms, has pleaded at the Prime Minister’s Office to remove import duty on aluminium scrap, citing cost inflation and increasing supply crunch of aluminium scrap in the global market. In a letter dated March 26, the MRAI highlighted that the existing 2.5 per cent basic customs duty has become a new challenge for recyclers, especially small and mid-sized enterprises that rely heavily on imported material. Explore- Most accurate data to drive business decisions with Global ALuminium Industry Outlook 2026 across the value chain In the letter addressed to the PMO, the Association stated, “MSMEs (Micro, Small and Medium Enterprises) depend on high-quality imported scrap to meet technical...
中文翻译附于新闻末尾，敬请继续阅读。 The global aluminium market is currently transitioning from a century-long reliance on primary smelting to a circular economy model centred on Used Beverage Can (UBC) scrap. This shift is not merely environmental—it is fundamentally economic, driven by the extreme energy intensity of primary production, tightening carbon-linked trade policies, and the financialisation of scrap through the London Metal Exchange (LME). The movement of aluminium UBC scrap prices, once a localised phenomenon, has now evolved into a globally transparent metric shaped by LME benchmarks, regional energy shocks, and the strategic accumulation of low-carbon feedstock by multinational corporations. For the updated global aluminium value-chain 2026 outlook, book our exclusive report “ Global...
