Mexico hopes to secure a favourable response from the United States to its request for lower tariffs on aluminium, steel and vehicles before the end of 2026, Economy Minister Marcelo Ebrard said. The Trump administration imposed 50 per cent tariffs on Mexican aluminium and steel and 25 per cent tariffs on vehicles, with an exemption for vehicles with US content. The duties were introduced on national security grounds under Section 232 of the US Trade Expansion Act. Speaking at a press conference in Mexico City, the Economy Minister said Mexican officials had presented technical arguments and supporting evidence to US authorities to justify reducing the tariffs. He argued that the United States runs a steel trade surplus with Mexico, making the tariffs on the metal unjustified from the...
A proposed AUD 3.7 billion data centre at the former Hydro Aluminium Kurri Kurri industrial site in New South Wales, Australia, could repurpose a major industrial property for digital infrastructure, with an estimated peak construction workforce of 1,210 people and around 254 ongoing jobs. The Kurri Kurri Data Centre project, proposed at Hart Road, Loxford, is seeking approval for the fit-out and operation of a large-scale data storage facility with a planned power consumption of 550.5 megawatts (MW). The development application, listed as a State Significant Development under reference SSD-128819490, is currently at the public exhibition stage. The proposal highlights how former aluminium industry sites could find new uses as demand for data storage and computing infrastructure expands....
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A consortium comprising Fives, Aluminium Dunkerque, Trimet and Rio Tinto has formally begun pilot testing of a new carbon capture system designed specifically for primary aluminium production. For the global aluminium value-chain 2026 outlook, book our exclusive report “ Global ALuminium Industry Outlook 2026 " The initiative, known as C4Capture, entered its trial phase following a partners' meeting on January 14, 2026 at the Aluminium Dunkerque facility. In the upcoming weeks, testing will be conducted at sites in Dunkerque and Saint-Jean-de-Maurienne. The objective is to validate the technical reliability and economic viability of the proposed solution before moving forward with the potential industrial development. Also Read: Indonesia’s aluminium industry to be hit by 317% inflated...
China is reinforcing its dominance over rare earth metals as Unites States and its allies of over 50 nations, intensify efforts to reduce dependence on Beijing. Chinese Premier Li Qiang recently visited Ganzhou in Jiangxi province, a major hub for heavy rare earth element production, signalling China’s possession of a slight advantage over Washington in terms of leadership. Additionally, he discussed strategy, scope and plans with the Ganjoang Innovation Academy, Chinese Academy of Sciences, a premier research institution focused on the green separation of resources, high-end materials and critical technologies, along with producers of critical minerals and local business leaders. For the global aluminium value-chain 2026 outlook, book our exclusive report “ Global ALuminium Industry...
A leading bauxite producer in Guinea revised its Q1 26 long-term contract price downward from USD 66 per tonne to USD 62 per tonne on January 29, 2026. Usually, long-term pricing agreements are typically adjusted at the close of a contractual cycle. However, this event is an exception. Unlike fluctuations in the short-run spot market, long-term contracts indicate a broader reassessment of market fundamentals by both suppliers and buyers. Overcapacity in both bauxite and alumina is the real reason behind this readjustment. For the global aluminium value-chain 2026 outlook, book our exclusive report “ Global ALuminium Industry Outlook 2026 " The recent price decline is driven by this simultaneous oversupply of bauxite and alumina. The excess alumina capacity has exerted downward pressure on...
Europe’s push for strategic raw material security is gaining momentum as Trimet Aluminium SE sharpens its circular economy model to reinforce regional aluminium supply chains. Amid rising geopolitical uncertainty and energy transition demands, the company is positioning recycled aluminium as a cornerstone of supply resilience, as part of its ongoing strategy to continue advancing the expansion of the circular economy in the aluminium industry. For the global aluminium value-chain 2026 outlook, book our exclusive report “ Global ALuminium Industry Outlook 2026 " The company confirmed that Trimet plans to expand its production of aluminium alloys for wired applications with recycled content. This initiative aligns with its broader strategy to deepen circularity in the aluminium sector,...
中文翻译附于新闻末尾，敬请继续阅读。 According to the data shared by the National Energy Administration (NEA), China's newly installed solar and wind energy capacity has hit a record high by exceeding 430 million kilowatts in 2025. Marking a 22 per cent year-on-year surge, this development has provided a massive boost to the renewable energy sector. To know more about the global primary aluminium industry 2026 outlook, book the report " Global ALuminium Industry Outlook 2026 " The China Electricity Council projected China’s installed solar capacity to surpass coal within the next year, with the gap to widen in 2026. Notably, the rapid rise offered a major boost to both the cumulative grid-connected power capacity of solar and wind energy, lifting them to 1.84 billion kilowatts, which represents 47.3 per...
France-based energy and petroleum firm, TotalEnergies has entered into two long-term Power Purchase Agreements (PPAs) to supply 1 GW of solar power capacity to Google’s data centres in Texas, equivalent to 28 TWh of renewable electricity over a 15-year period. Also Read: UAE-backed Masdar advances solar cooperation with Kyrgyzstan The electricity will come from two TotalEnergies-owned solar projects currently under development in Texas - Wichita (805 MWp) and Mustang Creek (195 MWp). Construction at both sites is scheduled to begin in the second quarter of 2026, according to the company’s statement. The newly signed 1 GW agreements complement an additional 1.2 GW of gross PPAs secured by Clearway, a California-based renewables company that is 50 per cent owned by TotalEnergies. These...
The global sustainability narrative continues to evolve as policymakers, industries and communities reassess how resources are produced, reused and managed. Over the past week, developments across Europe and Asia -along with policy signals from India, reflected opportunities embedded in the transition toward a more circular and low-carbon future. Policy and industry Aluminium scrap exports have become a point of contention within Europe, dividing policymakers and recyclers. A global recycling industry body stated that the European Commission's proposed limits on scrap aluminium exports are unnecessary and could harm the circular economy. The restriction, implemented in November, was designed to keep more metal within the European Union (EU) so the domestic industry does not face...
The momentum in the global aluminium value chain is showing a complicated blend of growth, changing trade patterns and price fluctuations. As upstream mining, alumina production and downstream investments continue to develop together, the global aluminium industry is seeing everything from new capacity and cross-border resource transfers to spikes in premiums and shifting LME signals. These recent changes suggest that the industry is adjusting to focus on cost competitiveness, supply security and demand resilience as we look ahead to 2026. All about growth with rising revenue & consumption Metro Mining, by enhancing the Bauxite Hills operation in Cape York, is taking advantage of a 7 million-tonne expansion to meet the growing global demand for bauxite and the diverse needs of its...
中文翻译附于新闻末尾，敬请继续阅读。 Though a plethora of speed breakers hit the aluminium industry in recent times, global primary aluminium operating capacity is set to rise sharply. SMM, through one of its recently held webinars, projects an increase of about 20.9 million tonnes by the end of 2026, taking total operating capacity to roughly 77.16 million tonnes, with Indonesia among the largest incremental contributors. Global primary aluminium production in 2025 grew marginally to approximately 73.78 million tonnes, up from 73.01 million tonnes in 2024, representing a 5-year low in growth rate. China, holding a 45 million tonne capacity cap, operated at nearly 97 per cent capacity (approx. 43.9 million tonnes) in 2025, limiting global growth, with the market facing continued supply deficits. The...
Recycling of aluminium coffee capsules, in France, is rapidly increasing with the right public awareness and behaviour towards reusing, reflecting both progress and persistent challenges in sorting practices. A survey of 1,977 users taken between November 20 and December 9, 2025, revealed that a quarter of participants make use of aluminium coffee capsules. The Associationpour le Recyclage des Capsules en Aluminium (ARCA), a French initiative, ensures 100 per cent of aluminium coffee capsules are recycled and is looking to measure the factors in aluminium capsule sorting practices for understanding the current challenges and push recycling further. Numbers showing where the recycling of coffee capsules stands A market research analyst from FMI deems that the recycling systems of the...
In its latest update on February 12, the trading house Marubeni Corporation reported the decline of aluminium stocks at three major ports of Japan, viz., Yokohama, Nagoya and Osaka. Stocks at the close of January settled at 312,200 tonnes, indicating a 1.5 per cent drop from the previous month (December 2025), which stood around 333904 tonnes. Explore- Most accurate data to drive business decisions with Global ALuminium Industry Outlook 2026 across the value chain In comparison with the previous year , aluminium stocks at the end of January 2025 closed at 324,700 tonnes, with Yokohama stocks at 135,400 tonnes, Nagoya at 170,200 tonnes and Osaka at 19,100 tonnes. Comparing the results in January 2025 with those in January 2026, the month-on-month analysis shows a decline of 3.85 per cent....
The White House has demonstrated a renewed strategic interest in coal, not simply as a conventional fuel source, but as a potential supplier of rare earth elements and other critical minerals considered vital to national security and advanced manufacturing. To know more about the global primary aluminium industry 2026 outlook, book the report “ Global ALuminium Industry Outlook 2026 " Speaking at the “Champion of Coal” event in Washington, the US President Donald Trump and senior industry executives outlined a broader vision for the sector’s future. Rather than focusing solely on electricity generation, the discussion centred on coal’s possible role in strengthening domestic supply chains for materials essential to defence systems, electronics and emerging technologies. Also Read: US...
Hindalco Industries Limited, the metals flagship of the Aditya Birla Group, reported its financial results for the third quarter of FY2026, highlighting sustained business momentum driven by a record performance in India. The company reported an all-time high India business profit after tax of INR 35.8 billion, underscoring strong domestic momentum. At the consolidated level, however, net profit for the quarter ended December 31, 2025 (Q3 FY2026), came in at INR 20.49 billion. This was sharply lower than INR 47.41 billion recorded in Q2 FY2026 - a sequential fall of about 56.8 per cent. If compared again with Q3 FY 2025, the net profit was INR 37.35 billion, down nearly by 45 per cent year-on-year. The decline was primarily attributed to operational disruptions at Oswego following fire...
As of January 2026, Ukraine has managed to expand its imports of aluminium ore of bauxite to 97 tonnes from 31 tonnes in the previous year. However, the m-o-m scenario speaks differently. The State Customs Service (SCS) released the import numbers for December on Tuesday, February 10, representing 5,556 tonnes. With China being the main supplier of bauxite in Ukraine throughout January 2026, the numbers increased from USD 27 thousand to USD 83 thousand, without Ukraine being the re-exporter in the year. For the global aluminium value-chain 2026 outlook, book our exclusive report “ Global ALuminium Industry Outlook 2026 " In 2025, aluminium ore imports in Ukraine were 23.7 per cent (43.5 thousand tonnes) more than in the previous year in terms of material, which was 15.8 per cent (USD 4.7...
A major US aluminium buyer’s planned spot-market purchase of USD 218 million indicates the role of tariff-driven trade policies in reshaping market dynamics, procurement strategies and amplifying risks in the aluminium supply chain across North America. Arconic’s bid to secure 90 million pounds (40,823 tonnes), accounting for around 10 per cent of monthly US aluminium consumption, suggests a shift away from long-term contracts towards spot-market exposure and uncertainty due to the 50 per cent aluminium import tariff regime. Explore- Most accurate data to drive business decisions with Global ALuminium Industry Outlook 2026 across the value chain Global aluminium price gap and market volatility Tariffs have led to the surge of the US Midwest aluminium premium to an estimated USD 1.03 per...
After a slight dip, the London Metal Exchange (LME) aluminium price soared from the previous day’s close. There has been a notable shift in the LME inventory as well. The LME alumina platts price dropped further from the last close. The LME cash bid rose from USD 3,096 per tonne to USD 3,116.5 per tonne, showing an increase of USD 20.5 per tonne or 0.7 per cent. As the bid rose, the LME cash offer finally settled at USD 3,117 per tonne, up from USD 3,098 per tonne, representing an increase of USD 19 per tonne or 0.6 per cent. Don’t miss out- Buyers are looking for your products on our B2B platform With a similar trend, the LME 3-month contracts also expanded with the bid moving up by USD 19.5 per tonne or 0.62 per cent, shifting from USD 3,126 per tonne to USD 3,145.5 per tonne. With an...
Rio Tinto has confirmed that Isabelle Deschamps, its Chief Legal, Governance and Corporate Affairs Officer, will step down during 2026 after five years in the role. To know more about the global recycled aluminium industry 2026 outlook, book the report “ Global ALuminium Industry Outlook 2026 ". Deschamps, who joined the Anglo-Australian miner in 2021, will remain in post until at least mid-2026 to ensure continuity while the company undertakes a formal succession process. Also Read: EGA brings forth the significance of its proposed Inola aluminium project amidst local opposition Her tenure has spanned a period of strategic repositioning for the group, during which she led legal, governance, and corporate affairs functions. Chief Executive Simon Trott said Deschamps had helped strengthen...
Kaiser Aluminium shares are all set to create a new record in the market with an unprecedented high of USD 145.62, which is way beyond the earlier 52-week peak of USD 144.93. The growth marks the culmination of a remarkable run for the US aluminium producer, whose stock has surged 101.25 per cent over the past 12 months. Over a shorter horizon, the momentum has been equally striking: returns stand at 96.23 per cent for the last six months and 22.74 per cent since the beginning of the year. To know more about the global recycled aluminium industry 2026 outlook, book the report “ Global ALuminium Industry Outlook 2026 ". The rally has lifted the company’s market capitalisation to approximately USD 2.32 billion. Yet valuation models from InvestingPro indicate the shares are currently trading...
