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....
Grow with
AL Circle
As both the worldwide aluminium exporters and the EU-based importers must have realised in the meantime, CBAM knocks on the door and is no longer a distant regulatory concept. Here’s a CBAM checklist that distils the compliance pathway into five actionable steps published by the European Commission that will aide the EU importers and external exporters alike in following the CBAM regulation without having to pay undue penalties. Image for reference only Explore- Most accurate data to drive business decisions with 50+ reports across the value chain The mechanism is on its way to have quarterly reporting, embedded-emission calculations (CBAM cost) and national oversight. Although aluminium producers outside the EU remain in the spotlight, a large share of legal responsibility rests equally...
What started as another round of US trade action in 2025 quickly turned into an aluminium problem for Europe. Washington moved to curb EU aluminium shipments under Section 232, but the EU chose not to answer with aluminium tariffs of its own. That left the adjustment one-sided. As US duties rose, European producers found themselves squeezed across the aluminium chain, from primary metal to processed and aluminium-containing goods. The turning point came on February 10, when the US announced a 25 per cent tariff on aluminium imports from the EU under Chapter 76 of the tariff schedule, covering unwrought primary aluminium such as ingots. The measures took effect on March 12, applying without quotas or exemptions. For European producers, the cost impact was immediate. Pressure intensified...
The United States has been witnessing a collision between AI data storehouses and aluminium smelters, and a tug of war for electricity. All over the US, facilities are faced with electricity generation and transmission challenges. While choosing a customer to supply power, they are opting for the data centre as it can pay more with a rapid scale and also accept shorter terms. Consequently, aluminium smelting depends on a stable and affordable electricity supply. However, owing to the volatile and unstable flow of electricity (both conventional and renewable), aluminium has to bear the brunt of competitiveness erosion. Image for representational purposes only Explore- Most accurate data to drive business decisions with 50+ reports across the value chain Primary aluminium smelting is highly...
Bridgnorth Aluminium has added its name to a growing list of businesses backing community-led work across Shropshire, formally joining the Shropshire Investors in Community programme. The move brings one of the county’s largest employers into a scheme designed to channel long-term support towards charities and grassroots organisations working at the local level. Image for reference only (source: https://i.vimeocdn.com/) Explore- Most accurate data to drive business decisions with 50+ reports across the value chain Based at Stourbridge Road in Bridgnorth, the aluminium manufacturer employs more than 330 people and operates from a 66-acre site in the town. By signing up to the initiative, run by Shropshire Community Foundation, the company will contribute to projects aimed at supporting...
Aluminum Corporation of China Limited (CHALCO) has made an announcement of completing contributions to Yunnan Aluminum Foil. Through its three subsidiaries, viz., Yunnan Aluminum, Chinalco High-end Manufacturing, and Kunming Copper, CHALCO’s investment totalled to a sum of RMB 906.45 million (USD 127.9 million), targeting the development of a stronger aluminium industrial chain. Image for representational purposes only Explore- Most accurate data to drive business decisions with 50+ reports across the value chain Pursuant to the signed agreement, the contributions from the three subsidiaries of CHALCO consisted of RMB 818 million (USD 115.4 million) in cash and RMB 88.45 million (USD 12.48 million) in assets, which covered buildings, land-use rights, and related liabilities. Yunnan...
According to a filing made public on Tuesday, Shanghai Huafon Aluminium shared its intention to establish a fully-owned subsidiary in Hong Kong. The total investment for developing this subsidiary is USD 1 million. The new subsidiary, namely, Huafon Aluminium (Hong Kong) International Trading, will be focusing on trading aluminium downstream products like sheet, foil and strips. Must read: Key industry individuals share their thoughts on the trending topics The disclosure stated, "It can leverage Hong Kong's international trade and tax advantages to support the company's overseas business expansion." As per the disclosure shared on the Shanghai Stock Exchange, the investment will be made in line with the firm's strategic layout and long-term business development goals. Explore- Most...
Iran has been steadily lifting its alumina powder output this year, with production topping 155,000 tonnes over the first eight months of the current Iranian calendar. IMIDRO data shows that 155,410 tonnes were produced between March 21 and November 21. Earlier figures had already pointed to this momentum, with alumina powder output standing at 114,153 tonnes in the first half of the year, covering the period from March 21 to September 22. Alongside rising output, Iran is preparing to launch its largest alumina production project. IMIDRO announced in late September that implementation of the new facility will begin by the end of the year in the Parsian Special Economic Zone. The project forms part of Iran’s Seventh National Development Plan and is designed to deliver one million tonnes of...
The London Metal Exchange (LME) aluminium prices on December 16 showed a slightly lower price than the previous day’s close. On the other hand, at the inventory front, the live warrants and cancelled warrants rose slightly. On December 16, both the LME cash bid and offer fell by USD 7.5 per tonne or 0.3 per cent, where the bid reached USD 2,833 per tonne, down from USD 2,840.5 per tonne and the final offer went to USD 2,833.5 per tonne, down from USD 2,841 per tonne. Explore- Most accurate data to drive business decisions with 50+ reports across the value chain The LME 3-month bid showed no change from the previous day’s close and is still at USD 2,880 per tonne. On the contrary, the LME 3-month offer moved up slightly by USD 0.5 per tonne or 0.02 per cent and settled at USD 2,881 per...
Maan Aluminium stood apart in the latest session, climbing to a fresh 52-week high while the broader market remained on a downward trend. Maan Aluminium's share price touched INR 169.3 (USD 2.04) in intraday trade on 15 December 2025, posting a clear advance on a day when benchmark indices showed little movement. Though the broader market opened on a subdued note with Sensex standing at INR 84,891.75 (USD 933.66), down 375.91 points or 0.44 per cent, and later traded marginally below its previous close of INR 85,215.09 (USD 937.22), reflecting a modest decline of 0.06 per cent. Despite the soft opening, the index continues to hover near record territory and is currently just 1.11per cent short of its 52-week high. Considering from a structural standpoint, the benchmark’s trend remains...
Taural India, one of India’s premier integrated aluminium foundries, has strengthened India's maritime manufacturing base with a significant indigenous defence contract. The company has supplied high-quality aluminium castings to Triveni Engineering & Industries Ltd. for propulsion gearboxes as part of the Indigenous Patrol Vessels Programme. Co-designed by Taural India and Triveni Engineering, the successful delivery of gearboxes marks a milestone in India’s advanced marine manufacturing system. While the collaboration of these two companies reinforces their role as a trusted partner in India’s marine manufacturing ecosystem. Under the collaboration,Taural India delivered 16 complete sets of aluminium castings in less than five months.The company applied its aluminium sand casting...
The Lanjigarh alumina refinery is operating at a new scale. Vedanta Aluminium has taken capacity there to 5 million tonnes per annum (MTPA), completing an expansion that has been under way since 2020. Image source:Vedanta Aluminium Also read: The World of Aluminium Extrusions – Industry Forecast to 2032 At 5 MTPA, Lanjigarh stands as the world’s second largest facility, excluding China. The increase also shifts India’s alumina balance. Total refining capacity across the country is now close to 13 MTPA, enough to place India third worldwide. Of that output, 38 per cent comes from Lanjigarh alone, the largest contribution from a single site in India. Demand has been moving faster across several end-use segments. Infrastructure and construction remain key, while railways, automotive and...
Hong Leong Investment Bank Bhd (HLIB) has reaffirmed its “BUY” call on Press Metal Aluminium Bhd. The bank raised its target price to MYR 7.64 (USD 1.84), reflecting stronger earnings visibility. The upgrade is driven by robust aluminium prices, favourable alumina costs and steady operational expansions. Image for reference only (source: Press Metal) Explore- Most accurate data to drive business decisions with 50+ reports across the value chain HLIB said Press Metal is on track for record earnings in FY26. It expects higher contributions from value-added products and rising alumina self-sufficiency. Forecasts for FY25-FY27 were revised up by 8.5 per cent, 15.7 per cent and 2.2 per cent, respectively. Press Metal Aluminium's operational momentum remains strong even though LME aluminium...
A steady climb has taken National Aluminium Company’s share price to a fresh 52-week high of INR 279.85 ( USD 3.10). The move crowns a year of rising earnings, expanding cash flows, and a balance sheet that has remained largely untouched by debt. The stock’s journey has been notable for its consistency. From a 52 week low of Rs.140 (USD 1.54 ), NALCO has been on a consistent high, recording a cumulative return of 6.41 per cent over the last three trading sessions alone. On 15 December 2025, it not only reached a new annual peak but also outpaced its sector by 0.84 per cent on the same day. NALCO builds momentum amidst a cautious market While NALCO was hitting new highs, the broader market was moving more cautiously. The Sensex opened the day lower at INR 84,891.75 (USD 933.91), slipping...
Global aluminium producer RUSAL has become the first primary aluminium producer to be certified under the new version of China’s Green Power Aluminum standard. The certification applies to remelt aluminium ingots from RUSAL Krasnoyarsk Jsc (KRAZ), a recognition that underscores the company’s long-standing commitment to advancing sustainable practices in the global aluminium industry. A critical aspect of this certification lies in the alignment of the new Green Power Aluminum standard with China’s newly introduced carbon footprint calculation standard this year. This alignment ensures that the evaluation of low-carbon aluminium products follows unified, up-to-date national criteria, enhancing the accuracy, consistency, and credibility of environmental performance assessments across the...
Vietnam is recently being portrayed as “following China’s playbook” on rare earths after it introduced a ban on exports. But if studied closely, they are structurally different with two distinct objectives. While China has restricted its rare earth exports, effective April 4, 2025, using licensing, quotas, and regulatory scrutiny to reinforce its dominance over a supply chain it already controls, Vietnam has put a complete ban, effective January 2026, to supporting its domestic industry that has struggled for decades to exploit its reserves. 中文翻译附于新闻末尾，敬请继续阅读。 China vs Vietnam - imitation of policy or inspiration? China still accounts for 70 per cent of the global rare earth supply, boasting 700 million tonnes of reserves. and an even larger share of processing and magnet manufacturing....
Major exciting news for Guinea emerged when Ashapura Minechem made its official announcement of successfully completing a crucial bridge over the Konkouro River in Guinea. It directly reflects the firm's step forward for its personal development in bauxite mining. The announcement was made officially after the regulatory filing under Regulation 30 of the SEBI Listing Obligations and Disclosure Requirements Regulations, 2015. This newly built bridge marks the "first-of-its-kind" project for Ashapura Minechem,which aids in building a direct connection between the Boffa East mines and the logistics corridor that leads to Boffa Port. Starting from the Konkouro River, which is deemed to be one of the largest rivers present in Guinea, this bridge supports the long-standing accessibility issues,...
India’s bauxite exports today look very different from where they stood just a few years ago. This change in picture is due to higher production at home and a gradual easing of import dependence. In 2023, exports over the nine-month period (January to September) totalled 60.968 thousand tonnes, worth USD 0.79 million. Volumes were small, and overseas shipments were not a priority. A year later, that balance had shifted. Exports in January–September 2024 rose to 241.771 thousand tonnes, with value climbing to USD 5.76 million. That worked out to a 296.6 per cent increase in volume and a 629.1 per cent rise in value year on year. By 2025, the move was even more visible. Ministry of Commerce and Industry data shows exports of 405.232 thousand tonnes between January and September, generating...
Graphene Manufacturing Group Ltd. has unveiled the update of its Graphene Aluminium-Ion (G+AI) battery technology, which has been developed in partnership with the University of Queensland under the supervision of a joint development agreement with the global mining giant Rio Tinto. Alongside this, the firm has secured the required support from the Battery Innovation Center in Indiana, USA. With consideration to its current state in terms of development, GMG’s G+AI battery reflects some outstanding performance in comparison to high-end Lithium Titanate Oxide (LTO) batteries, which can cost as much as USD 1,500 per kWh. Development of the GMG’s G+AI battery can be efficiently done at much lower cost, giving a hard competition to LTO options. Tracing back to the start of 2025, the global...
