European Aluminium has welcomed the European Commission’s proposal to review the EU Emissions Trading System (ETS) Directive and a separate proposal to adjust the ETS free-allocation fallback benchmarks for 2026–2030. The revised ETS review aims to strengthen industrial decarbonisation while supporting Europe’s climate goals. Investment will be a key focus, with the EUR 100 billion (USD 114 billion) Industrial Decarbonisation Bank, ETS Investment Booster and Innovation Fund supporting clean technology. Member States will also direct 50 per cent of national ETS revenues toward decarbonisation investments. Join the fourth edition of webinar " Hedging for recyclers - Become an expert in 6 hours " by Jorge Dyszel. The industry group said the proposed rules are a step in the right direction...
LME aluminium prices moved higher across cash and forward contracts on September 25, while the Asian Reference Price and alumina Platts price also increased. Opening stocks remained unchanged, while cancelled warrants rose sharply. The LME aluminium cash bid price rose 0.80 per cent to USD 3,253 per tonne on September 25 from USD 3,227 per tonne on September 24 . The cash offer price showed a similar trend. It also increased 0.80 per cent to USD 3,254 per tonne from USD 3,228 per tonne. Explore the production, demand and consumption forecasts of bauxite and alumina in our report: " Global Bauxite & Alumina Market Forecast to 2036: Supply–Demand, Trade Flows & Price Outlook " The three-month aluminium bid price rose 0.40 per cent to USD 3,265 per tonne from USD 3,252 per tonne, while the...
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Macro perspective: Fed Chairman Warsh delivered a hawkish speech at the Jackson Hole symposium, lifting market expectations for a September rate hike to around 60 per cent, while the US dollar consolidated amid fluctuations, unsettling the nonferrous metals sector. The Fed's latest Beige Book showed that US economic activity expanded moderately from early July to late August, with employment edging up, but rising energy prices, policy shifts, and international conflicts created greater uncertainty. US ADP employment for August came in at only 38,000, below expectations and the lowest of the year, sending Treasury yields lower and the dollar tumbling after the release. US-Iran tensions escalated again as US forces struck Islamic Revolutionary Guard Corps targets, pushing international oil...
The aluminium industry stands at a juncture material quality, recycling capacity, cross-border cooperation, carbon compliance and energy security are falling into a network of interconnectivity. The aluminium supply chain is evolving from simply securing enough metal to securing the right quality, the right carbon profile, the right technology and the right energy at the right cost. For businesses, this means supply-chain decisions are increasingly becoming strategic rather than purely transactional. From secondary aluminium trust to a recycling ecosystem India’s secondary aluminium market is expanding, but buyers need stronger checks before committing to suppliers, as trust has to accompany volume. As Indian buyers increase their participation in secondary aluminium, supplier...
Fun Kids, the UK’s leading radio station for children, families and parents, released the final episode of the Amazing Aluminium podcast series on 2nd September. Co-created by the Aluminium Packaging Recycling Organisation (Alupro), Amazing Aluminium touches on the metal’s composition, its widespread applications and how it’s recycled, with the next and final episode focusing on its future. Fun Kids is available across the UK on DAB digital radio, and online. The Amazing Aluminium podcast series is part of Alupro’s wider national initiative to get primary and secondary school pupils excited about recycling. Through its Learning Aluminium website, parents, pupils, carers and teachers can download further free resources to help build knowledge about packaging materials and recycling best...
Indian electronics manufacturers are increasingly substituting aluminium for copper in key components as surging metal costs put pressure on margins. Indian electronics manufacturers are turning to aluminium and steel as alternatives to copper as a sharp rise in copper prices pushes up production costs and squeezes operating margins. Copper prices have climbed nearly 45 per cent year-on-year, prompting companies to pursue so-called value engineering across components such as motor windings, condenser coils and transformers. The shift towards lower-cost materials could reduce overall manufacturing costs by around 2 per cent to 6 per cent, according to the source. The move comes as electronics companies face less room to pass higher input costs on to consumers. Several manufacturers have...
This week, benchmark downstream enterprises finalised their aluminium fluoride tender prices, and aluminium fluoride prices moved upward. As of now, SMM mainstream quotations for aluminium fluoride stand at RMB 11,500-12,000 per tonne; cryolite spot prices firmed, with SMM cryolite quotations at RMB 8,000-9,000 per tonne. Raw material side: This week, aluminium fluoride raw material prices diverged. Upstream 97 per cent fluorite wet powder market rose steadily, with mainstream delivered prices at RMB 3,350-3,850 per tonne. Supply side, high-pressure safety inspections at mines continued unabated: Inner Mongolia implemented the "Double Ten Measures" inspections, Zhejiang's small mine closure policy took effect, compliance checks in Jiangxi and Fujian remained ongoing, mine production...
According to SMM statistics, as of August 28, days of inventories at domestic aluminium rod plants stood at 8.10 days, down 0.46 days W-o-W from 8.56 days on August 21. The inventory ratio fell from 110.10 per cent to 105.14 per cent, down 4.96 percentage points, though the absolute inventory level remained in the high range for the year. Over the same period, the combined operating rate of leading aluminium rod producers came in at 72.96 per cent, flat W-o-W, consolidating after four consecutive weeks of declines and staying at a relatively low level. The W-o-W decline in inventories was mainly driven by a recovery in market buying sentiment, as downstream restocking helped draw down in-factory inventories. Meanwhile, persistently low operating rates indicate that the oversupply in the...
Thailand has opened a new anti-dumping exporter review covering Chinese aluminium extrusions, with a provisional 21.94 per cent cash deposit rate set for the applicant. Thailand's Department of Foreign Trade has initiated a new exporter review covering aluminium extrusions from China, adding another layer of scrutiny to imports that are already subject to definitive anti-dumping duties. The review follows an application from Chinese producer Guangdong Shengyu Xingda Aluminum Profile Co., Ltd. As part of the proceeding, Thai authorities established a provisional anti-dumping cash deposit rate of 21.94 per cent, calculated on a cost, insurance and freight (CIF) basis. The provisional rate will apply for up to one year or until the review is concluded, whichever comes first. To know the...
Storvik and Charl-Pol have launched Alumotion to bring proven robotic solutions, local engineering and lifecycle support closer to Canada's aluminium smelters. Canadian aluminium smelters are set to gain a new source of automation expertise as Storvik and Canadian technology company Charl-Pol launch Alumotion, a joint venture focused on robotised solutions for aluminium production. The venture will initially concentrate on robotised anode assembly solutions, combining Storvik's automation expertise with Charl-Pol's established Canadian engineering and industrial capabilities. The aim is to give smelters access to proven technology while keeping engineering, manufacturing, project execution and long-term service closer to their operations. For aluminium producers, the offering is...
Hungary will raise the maximum fine for serious environmental violations by large manufacturers to 5 billion forints (USD 16 million) under new measures to strengthen environmental oversight across industries, including EV battery manufacturing, recycling, and decommissioning. The changes come as Hungary continues to play a major role in Europe's EV battery manufacturing industry. The new rules place greater attention on how manufacturing facilities operate, while also covering battery recycling and the decommissioning of plants. This could encourage companies to invest further in cleaner production methods, improved monitoring and technologies that help identify and manage environmental risks. Prime Minister Peter Magyar said the measures are intended to create a stronger deterrent and...
Odisha has brought forward its investment roadshow in the United Arab Emirates as competition among Indian states for overseas capital intensifies. The programme was initially planned for December, but growing investor outreach by other states prompted the government to advance the visit, according to officials from the state industries department. The three-day roadshow will take place in Abu Dhabi and Dubai from September 9 to 11, led by Odisha Chief Minister Mohan Charan Majhi. It follows Madhya Pradesh’s UAE investment programme, scheduled for September 6 to 8. Additional Chief Secretary for Industries Hemant Sharma said the state could not afford to delay its international outreach while competing regions were already approaching overseas investors. Odisha will use the visit to...
Advanced sorting technologies could help the US unlock up to USD 2.3 billion in annual domestic aluminium processing value by upgrading mixed scrap that is currently exported or downcycled, according to a new initiative by the World Business Council for Sustainable Development (WBCSD). The North America Aluminum Initiative, launched by WBCSD’s Critical Materials Collective, examined how technologies such as X-Ray Transmission (XRT) and Laser-Induced Breakdown Spectroscopy (LIBS) could separate mixed aluminium scrap into alloy-specific streams. The initiative also assessed whether complementary demand from different industries could support investment in advanced sorting infrastructure. The opportunity is significant because around 2 million tonnes of US aluminium scrap are exported...
Canada imported 195,000 tonnes of aluminium plates, sheets and strip in the first half of 2026, down from 214,000 tonnes during the same period of 2025. Total imports were therefore lower by 8.9 per cent year-on-year, although the second quarter saw a stronger volume of shipments than the first. Imports stood at 82,000 tonnes in Q1 2026 and rose to 113,000 tonnes in Q2, an increase of 37.8 per cent quarter-on-quarter. Canada had imported 98,000 tonnes in the first quarter and 116,000 tonnes in the second quarter in the same period last year. China is the largest supplier among the countries listed. Exports to Canada reached 64,000 tonnes in H1 2026, compared with 42,000 tonnes in H1 2025. This was an increase of 52.4 per cent. The quarterly data also shows that growth accelerated sharply...
PV aluminium extrusion: The PV aluminium frame sector operated steadily overall this week. Sample enterprises maintained stable operating rates, and industry leaders kept capacity at relatively high utilisation levels. Among them, a frame enterprise in the Hebei region reported that it will maintain full production in September. From the downstream supporting side, PV module prices have continued to rise recently, squeezing profit margins for end-user projects and dragging down downstream purchasing and stockpiling willingness. According to an SMM survey, domestic module enterprises' scheduled production in September is expected to pull back by approximately 1.7 GW M-o-M from August. End-user module output is weakening marginally, and the pullback in downstream module scheduled production...
What happens when the world’s biggest bauxite supplier produces too much of the one commodity it dominates? Guinea’s bauxite market is offering a striking answer. Record exports have strengthened its position in global trade, but the surge in supply has also pushed prices lower. Australia, meanwhile, continues to command a premium, even as prices across the market weaken. Guinea’s FOB bauxite price is forecast at around USD 34–46 per dry metric tonne in 2026, while Australia’s FOB price is forecast at around USD 39.15 per wet metric tonne in FY26. So why does Australian bauxite continue to hold a different price position when Guinea is supplying the market at such enormous volumes? The answer begins with quality, but it does not end there. Ore characteristics, freight costs, mining...
Vishay Intertechnology has now put this capability to use in its new CHEP series thin film chip resistors, built on an aluminium nitride substrate. The company has expanded its resistor portfolio with the launch of the CHEP series thin film chip resistors. The new components combine high power handling with broad frequency performance for telecom, aerospace, defence and advanced radio-frequency systems. According to the company, the CHEP series is available in compact 0402 and 0603 case sizes. The 0402 device carries a standard power rating of 1.2 W, while the 0603 version is rated at 1.8 W. When mounted in accordance with the datasheet specifications, their respective power ratings rise to 1.8 W and 2.8 W. The resistors are designed to operate across a broad frequency range. In the 0402...
According to SMM's weekly premium assessment as of August 28, 2026, 6063 aluminium billet premiums in Southeast Asia remained stable overall in August. Premiums for homogenized aluminium billet in Cambodia were maintained at USD 275-325 per tonne, with a midpoint of USD 300per tonne; premiums for homogenised aluminium billet in Malaysia were maintained at USD 250-275 per tonne, with a midpoint of USD 262.5 per tonne. Premiums for homogenised aluminium billet in Thailand remained stable throughout August at USD 210-250 per tonne, with a midpoint of USD 230 per tonne; premiums for non-homogenized aluminium billet in Thailand were maintained at USD 170-210 per tonne, with a midpoint of USD 190 per tonne. Vietnam was the only market in August to see a notable adjustment. Starting from the...
Aditya Birla Group has entered the wires and cables business with an investment of INR 18 billion (USD 190 million), launching the new business under the name Ultravolt. Chairman Kumar Mangalam Birla said the group's experience with aluminium and copper will be important in the new business, particularly for maintaining product quality, performance and consistency. He added, "Our core right to win is rooted in a deep understanding of the product and its underlying components.” According to the group, copper and aluminium together account for around 80 per cent of the cost of wires and cables. Explore aluminium casting demand forecast in the transportation sector, explore our report " Global Aluminium Casting Market 2026-2032: Plant Economics, Alloy Segmentation, Pricing Intelligence,...
LME aluminium prices moved higher on September 3 compared with the previous trading day, while exchange stocks edged lower and cancelled warrants recorded a sharper decline. On September 3, the LME aluminium cash bid price stood at USD 3,302 per tonne, up 1.46 per cent from USD 3,254.5 per tonne on September 2. The cash offer price rose to USD 3,303 per tonne from USD 3,255.5 per tonne, marking a 1.46 per cent increase. The LME aluminium 3-month bid price stood at USD 3,303 per tonne on September 3, compared with USD 3,253 per tonne on September 2, an increase of 1.54 per cent. The 3-month offer price rose to USD 3,303.5 per tonne from USD 3,253.5 per tonne, also increasing by 1.54 per cent. Further along the forward curve, the December 27 bid price increased to USD 3,215 per tonne on...
