PV aluminium extrusion: This week, operating rates among sampled PV frame enterprises showed divergence. Some top-tier PV frame enterprises in Anhui and Hebei continued to run at relatively full operating rates; some other small and medium-sized integrated industrial extrusion enterprises reported that, for profitability considerations, they have proactively controlled production and reduced PV frame orders after the holiday, but their PV frame orders are limited, having little impact on the overall PV aluminium extrusion operating rate. From the downstream module side, October module scheduled production is expected to edge up from September, but the growth falls short of expectations, with China's scheduled production increasing by only 1-2 GW, providing limited support for PV-related...
This week, the overseas aluminium market overall remained in the doldrums. Weak demand continued to be the core issue across major markets, with offer prices in Japan, South Korea, Thailand, the US, and China generally under pressure. Trading activity was sluggish, and the tug-of-war between sellers and buyers persisted, with the market lacking clear directional guidance overall. Japan: MJP negotiations continue, market sentiment remains subdued The Japanese market remained relatively quiet this week, with focus still on the progress of Q4 MJP negotiations. Some sellers are still negotiating premiums with buyers, but the two sides have significant differences in price expectations, and negotiations are progressing slowly. As a result, the MJP market remains subdued, with limited spot...
Grow with
AL Circle
One and One Green Technologies, a Philippines-based recycler of waste materials and scrap metal, saw its aluminium alloy revenue decline in the first half of 2026 after an equipment upgrade temporarily halted aluminium processing for about six weeks. The company, which produces aluminium alloy, copper alloy and brass alloy ingots, suspended aluminium processing from mid-May through the end of June while upgrading its aluminium processing equipment. Production resumed in July 2026. The disruption affected the company’s aluminium business even as overall financial performance remained positive. Revenue for the six months ended June 30, 2026, rose 18.7 per cent to USD 33.38 million from USD 28.13 million a year earlier, while net income increased 17.4 per cent to USD 4.49 million from...
The United States and Mexico have postponed their fourth round of trade talks until October, extending uncertainty for North American manufacturers as both governments continue discussions on tariffs affecting automobiles, steel, and aluminum. Mexico’s Deputy Economy Minister for Foreign Trade, Luis Rosendo Gutiérrez, said the meeting would not take place as planned in September because of scheduling conflicts, including Chinese President Xi Jinping’s visit to the United States and the upcoming G20 trade ministerial. A new date has not been announced. Although the formal negotiating round has been delayed, technical coordination between Mexican officials and the Office of the U.S. Trade Representative continues. Mexico is seeking relief from U.S. Section 232 tariffs on steel, aluminum,...
National Aluminium Company Ltd (NALCO) is seeking to push more of its aluminium output into higher-value applications through the Angul Aluminium Park, with the park’s direct access to molten metal positioned as a key advantage for downstream manufacturers. NALCO, in association with Odisha Industrial Infrastructure Development Corporation (IDCO), showcased investment opportunities at the park during a roadshow in Kolkata. The focus was not only on attracting new industries but also on building a downstream ecosystem around NALCO’s existing aluminium operations in Angul. NALCO and IDCO develop park through joint partnership The Angul Aluminium Park is being developed through a partnership between IDCO and NALCO, with IDCO holding 51 per cent and NALCO 49 per cent. The project has an...
Hydro expects to receive approximately EUR 28 million in compensation following the sale of Swedish wind farm Cloud Snurran AB, bringing a settlement linked to a long-term power purchase agreement closer to completion. The compensation stems from an agreement signed in July 2025 for the voluntary termination of Hydro’s long-term power purchase agreement with Cloud Snurran. Under the settlement, the final payment depends on the realised value from a future sale of the wind farm and an agreed value-sharing mechanism. Hydro expects to receive the compensation after the sale is completed. The final amount remains subject to customary closing adjustments. To learn about the market potential of aluminium dross, explore "ALuminium Dross Processing: Generation, Recovery & Strategic Roadmap"...
Canyon Resources’ plans to bring its Minim Martap bauxite project in Cameroon into production, have been thrown into fresh uncertainty after AFG Bank Cameroon suspended further drawdowns from the project’s syndicated financing facility. The bank suspended access to the remaining funds on August 24, 2026, pending a review of the project’s development schedule, financial model and underlying economic assumptions. The move comes as Canyon acknowledges that it will not meet its Phase 1 development timetable and has removed its previous first-shipment target without setting a new date. For a project that had been targeting its first bauxite shipment in the fourth quarter of 2026, the change is significant. Canyon has also moved to reduce non-essential spending while it works through the...
India’s aluminium extrusion industry is facing mounting pressure as production has dropped while manufacturers operate at only about 30 per cent of installed capacity, prompting concerns over the viability of several factories. The Aluminium Extrusion Manufacturers Association of India (ALEMAI) has also sought the removal of the 7.5 per cent basic customs duty on primary aluminium which, together with the applicable surcharge, results in an effective duty of about 8.25 per cent, arguing that the levy is adding to raw-material costs for domestic downstream manufacturers. According to the latest industry figures, India’s aluminium extrusion production has declined to around 800-900 thousand tonnes, from approximately 1.2 million tonnes earlier. This compares with an installed extrusion...
As India advances to deepen its footprint in the global aluminium platform, Odisha is aiming to strengthen its aluminium industry connection with West Bengal. Union Coal and Mines Minister G. Kishan Reddy expressed interest in joining Odisha’s strong aluminium production base with Bengal’s downstream manufacturing potential, partnering the two eastern states in building a broader aluminium ecosystem. “Today, Odisha is a powerhouse when it comes to the aluminium industry, with 67-72 per cent of the production coming from the state. Bengal can become a natural downstream partner,” Reddy stated at a roadshow organised by the National Aluminium Company (NALCO) and Assocham for the Angul Aluminium Park in Odisha. To know the global production, demand and consumption forecasts of aluminium...
National Aluminium Company Limited (NALCO) has paid INR 11 billion (USD 114 million) in dividend to the Government of India for FY26, marking the company’s highest-ever payout. The company declared a total dividend of INR 21 billion (USD 219 million) for FY26, including one final dividend and three interim dividends. This represents a 230 per cent payout on equity shares with a face value of INR 5 (USD 0.052) each. The dividend cheque was handed over to Union Minister G. Kishan Reddy at an investor roadshow in Kolkata on September 28, 2026. NALCO reported a profit after tax of INR 58 billion (USD 604 million) for FY26. Explore the production, demand and consumption forecasts of bauxite and alumina in our report: " Global Bauxite & Alumina Market Forecast to 2036: Supply–Demand, Trade...
RevoCast’s newly commissioned aluminum billet facility in British Columbia is set to supply more low-carbon extrusion material to North American manufacturers through a new agreement with Rio Tinto. The Langley plant, which began operations in August 2026, can produce more than 80,000 metric tons of 6xxx-series aluminum billet annually. Under the agreement, Rio Tinto will exclusively market the billet, which combines low-carbon primary aluminum produced using hydropower at Rio Tinto’s Kitimat operations with recycled aluminum processed by RevoCast. The partnership will give manufacturers access to billet with recycled and low-carbon content while supporting regional supply chains and greater circularity in British Columbia’s construction sector. To know the global production, demand and...
LME aluminium prices eased on September 28 after rising in the previous session, with cash and forward contracts moving lower. The Asian Reference Price also declined, while a sharp rise in cancelled warrants pushed live warrants lower. The cash bid slipped 0.15 per cent to USD 3,248 per tonne from USD 3,253 per tonne , while the cash offer fell 0.17 per cent to USD 3,248.50 per tonne from USD 3,254 per tonne. Three-month aluminium prices followed the weaker trend. The bid dropped 0.41 per cent to USD 3,251.50 per tonne from USD 3,265 per tonne, while the offer was down 0.46 per cent to USD 3,252 per tonne compared with USD 3,267 per tonne. Explore the production, demand and consumption forecasts of bauxite and alumina in our report: " Global Bauxite & Alumina Market Forecast to 2036:...
The Ohio project marks a real-world application of ELYSIS-produced aluminium, linking Rio Tinto’s smelting technology with Prysmian’s cable manufacturing. Prysmian and Rio Tinto are bringing low-carbon aluminium into the data-centre supply chain through a project for Amazon in Ohio, where Prysmian will supply electrical cables made using aluminium produced with ELYSIS inert-anode technology. The project connects Rio Tinto’s aluminium production technology with Prysmian’s cable manufacturing capabilities, providing a specific application for the companies’ work on lower-carbon materials. Prysmian says the cables will be manufactured at its facility in Sedalia, Missouri, and that the project is the first known use of inert-anode-smelted aluminium in a data centre. ELYSIS technology is...
Indian appliance makers are raising prices ahead of the festive season as higher metal, crude-derived and freight costs put pressure on manufacturing expenses. Prices of air conditioners, LED televisions, washing machines and other home appliances in India are set to increase by 5 per cent to 8 per cent from October 1, as manufacturers pass on rising input costs to consumers ahead of the festive season. The increase marks the industry’s third round of price hikes in 2026. Manufacturers have cited higher prices for copper, aluminium, steel and crude oil derivatives, along with increased freight costs and currency volatility linked to the ongoing West Asia crisis. Several companies, including Blue Star, Godrej Appliances, Haier, Daikin and Super Plastronics, have announced or confirmed...
Aluminium prices gained 0.43 per cent as reduced Gulf production and low exchange inventories supported the market, while Chinese output and capacity restarts could limit further gains. Aluminium prices settled 0.43 per cent higher at INR 348.65 (USD 3.63) as tight physical supply conditions supported the market. Disruptions linked to the US-Iran tensions have affected aluminium availability from the Gulf region, with Gulf Cooperation Council (GCC) production falling 44 per cent year-on-year in July. Low exchange inventories have added to supply concerns. London Metal Exchange (LME) stocks remained near a 36-year low, while inventories on the Shanghai Futures Exchange (SHFE) declined 4.7 per cent from the previous week. However, expectations of improving supply have limited the market’s...
Leading Indian aluminium producer Vedanta has renewed its push to revive bauxite mining at Odisha’s Niyamgiri hills, about 13 years after the proposed project was shelved. With Niyamgiri hosting around 80 million tonnes of bauxite reserves, the renewed proposal brings the resource potential of the Kalahandi-Rayagada belt back into focus. Vedanta Chairman Anil Agarwal discussed reopening the Niyamgiri bauxite mining project with Odisha Chief Minister Mohan Charan Majhi in Bhubaneswar on September 26. Agarwal mentioned that the discussion addressed employment opportunities for involved tribal communities. “Today it was discussed for reopening of Niyamgiri. The affected tribals should be given jobs,” Agarwal stated. The state government also indicated that steps would be taken towards the...
Russia-based aluminium producer RUSAL is exploring a potential sale of its Windalco bauxite and alumina operations in Jamaica, signalling a possible reshaping of its Caribbean footprint. The reported move also extends to its bauxite interests in Guyana, although both potential transactions remain at an early stage and may not ultimately proceed. Windalco becomes part of RUSAL’s potential asset reshuffle Windalco comprises the Ewarton alumina refinery in St Catherine, bauxite mines and the Port Esquivel shipping terminal. According to RUSAL’s 2025 annual report, the Jamaican operation produced 1.565 million tonnes of bauxite and 396,000 tonnes of alumina in 2025. The alumina output represented less than 6 per cent of RUSAL’s total alumina production of 6.858 million tonnes during the year....
Aluminium cans are maintaining a clear lead in global beverage container recycling, with the latest 2026 data depicting a jump in aluminium can recycling rate from 74.8 per cent to 76 per cent. The figures place aluminium well ahead of PET bottles and glass bottles, highlighting the role of beverage cans in the global circular economy. Aluminium cans with clear recycling edge The 2026 Global Beverage Container Recycling Dataset, released by the Global Beverage Can Circularity Alliance (GBCCA), shows a significant gap between aluminium cans and other major beverage packaging formats. Globally, 77 per cent of aluminium cans are collected for recycling and 76 per cent are recycled. By comparison, PET bottles record collection and recycling rates of 69 per cent and 54 per cent, respectively,...
India’s aluminium extrusion industry is preparing for strong demand growth of around 10 per cent annually over the next five years, supported by data centres, renewable energy, construction, electric vehicles, semiconductor plants and packaging. At the same time, manufacturers are working to manage higher raw-material and energy costs and the resulting working-capital requirements. Jitendra Chopra, president of the Aluminium Extrusion Manufacturers Association of India (ALEMAI), said the downstream sector, which includes around 400 MSME and medium-sized units, generates about INR 750 billion (around USD 8 billion) in annual revenue and provides around one million jobs. Chopra also stated the sector could create more employment and attract additional investment if manufacturers are able to...
Odisha’s aluminium story is gaining another significant raw-material link, with the state government committing to provide local bauxite for Vedanta’s alumina refinery at Lanjigarh in Kalahandi. The commitment came during a September 26 meeting between Odisha Chief Minister Mohan Charan Majhi and Vedanta Chairman Anil Agarwal, as both sides discussed accelerating the company’s proposed INR 1 trillion (USD 10.42 billion) aluminium investments in the state. The focus on bauxite security is particularly relevant for Vedanta’s integrated aluminium operations in Odisha, where Lanjigarh serves as a major alumina-producing asset. The latest commitment comes alongside plans for new large-scale aluminium and alumina capacity in the state. INR 1 trillion investment, 9 MTPA proposed capacity...
