Our current approach can win economic skirmishes, but not the geopolitical conflict. – Part 2 Impact #5 of ad hoc industrial policy: Failing to use all required tools Industrial policy is often caricatured as just tariffs and subsidies. Mis-framed debates that evaluate the merits of tariffs in...
Roeslein & Associates has introduced the R.U.D.I. AI Vision Camera, a new tool for aluminium beverage and food canmakers designed to track can counts and identify production losses in real time. The camera expands Roeslein’s R.U.D.I. AI platform, which has previously focused on data management and...
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The final day of April witnessed a dip in the London Metal Exchange (LME) aluminium prices after remaining above USD 3,600 per tonne in the previous session. The close of the April 30 session recorded a decline in the aluminium prices, contracts, as well as stocks. To know the long-term upstream...
Manaksia Aluminium Company Limited, in the third quarter (Q3) of the financial year of 2025-26, is witnessing a gradual shift in the market trend, as improving technical indicators are offsetting a mixed financial performance. While near-term financial figures seem to bring about a pause in market...
TotalEnegries and Philippine renewable energy developer Nexnorth have started construction after reaching financial close for a large-scale solar project in Isabela Province. The project is planned to have a capacity of 440 MWp and is expected to start operations by the end of 2027. TotalEnergies...
India is planning to build a strategic reserve of critical minerals to meet six months of local demand. The step addresses rising fears of supply cuts and wild price swings. Ministries of mines and heavy industries plan to stockpile critical minerals. These include lithium, cobalt, nickel, copper,...
Mineracao Rio do Norte (MRN), Brazil’s largest bauxite producer, has secured an installation licence for its Novas Minas project, paving the way to extend operations in Pará state until 2041. To know the long-term bauxite market forecast, book our report: “ Global Bauxite & Alumina Market Forecast...
Albgaz and Bosnia-based Aluminij Industries have entered separate long-term agreements for US liquefied natural gas supply, with both deals involving Aktor LNG USA. Under the Albanian agreement, Albgaz is set to receive around 1 billion cubic metres of LNG annually beginning in 2030. The contract...
Constellium started 2026 with stronger earnings and improved margins, posting what the company described as its best quarterly Segment Adjusted EBITDA performance to date. Revenue for the first quarter came in at USD 2.5 billion, up 24 per cent from the same period last year, while net income rose...
JPMorgan Chase & Co has downgraded Kaiser Aluminum Corporation to Underweight from Neutral, citing valuation concerns despite strong recent performance. The brokerage raised its price target to USD 142 from USD 124, even as the stock trades significantly higher at around USD 172.52. Shares have...
Recent investment attention has been brought towards South32 after announcing its production report for the quarter ending March 2026, along with reducing its forecasted Australia Manganese by 6 per cent on account of water management issues. These results provide details of the company’s...
In the first part of the “ Women in Aluminium: Real Stories. Real Shifts ” article series , we explored the beginnings of these women’s journeys, starting from their first jobs to the roles they occupy now, highlighting the pivotal moments that led them into this field. Now, as we dive into the...
The Government of India, through its Directorate General of Trade Remedies (DGTR) under the Ministry of Commerce, has launched an anti-subsidy investigation on aluminium wire products from Malaysia. The concern for a probe was raised by the leading Indian aluminium manufacturers, such as Vedanta...
Ford Motor Company has raised its full-year earnings outlook by USD 500 million, supported by a sizeable tariff refund, even as rising aluminium costs and supply disruptions weigh on its operations, particularly for its flagship F-150 pickup. The automaker said a February ruling by the US Supreme...
Futures: The AD2606 contract opened at RMB 23,010 per tonne in the night session, reaching a high of RMB 23,120 per tonne and a low of RMB 22,880 per tonne, closing at RMB 22,940 per tonne, down RMB 160 per tonne or 0.69 per cent from the previous settlement price. The night session overall moved...
The first quarter (Q1) financial results of Norsk Hydro delivered a resilient operational performance, although with mixed financial results in the upstream segment of alumina. Alumina production at Alunorte in Q1 2026 improved year-on-year compared to Q1 2025 , with yield improvement and...
The concern for new pressure for FY27 has been flagged by Vedanta Ltd., which is the result of the ongoing conflict involving the US, Israel and Iran. Due to this, aluminium production costs may push up by USD 50 to USD 100 per tonne in the first half of FY27. The firm raised this concern while...
According to SMM statistics, China's aluminium production in April 2026 (30 days) was up 1.7 per cent Y-o-Y and down 2.9 per cent M-o-M. As the traditional peak consumption season continued, downstream sectors such as plate/sheet, strip and foil, and aluminium wire and cable provided effective...
After witnessing a slight ease on April 28, the London Metal Exchange (LME) aluminium price again rose on April 29. However, the 3-month Asian Reference Price and the LME inventory continued to decline from the previous close. On April 29, the cash bid rose by USD 4.5 per tonne or 0.13 per cent,...
India's imported aluminium scrap prices exhibited mixed movements w-o-w as of 28 April 2026, despite an uptrend on the London Metal Exchange (LME), ongoing geopolitical tensions, and constrained global supply. According to BigMint's latest assessment for CFR Nhava Sheva deliveries, UK-origin zorba...
