Indian aluminium stocks are under pressure as the restart of Emirates Global Aluminium’s (EGA) Al Taweelah smelter adds to concerns about global supply, while Axis Capital forecasts a market surplus in calendar year 2027 (CY27). Shares of Hindalco Industries, Vedanta Aluminium Metal and National Aluminium Company (NALCO) declined amid a weaker outlook for aluminium prices. Aluminium has retreated from its 2026 high of around USD 3,800 per tonne to approximately USD 3,020 per tonne. Axis Capital expects prices to fall further to USD 2,800 per tonne in CY27, as recovering production and rising Chinese exports weigh on the market. EGA restarts half of Al Taweelah smelter EGA has restarted 631 of the 1,262 reduction cells at its Al Taweelah smelter, with full production targeted for the first...
From just 2 million vehicles in 2018 to a projected 35.4 million in 2030, the rise of electric vehicles (EVs) is reshaping the global automotive industry - and changing how much aluminium goes into every car. As automakers expand EV production, aluminium is finding new applications in battery enclosures, electric-drive housings, vehicle bodies and structural components, making the metal an increasingly important part of the industry's transition. Global sales of battery-electric vehicles (BEVs) and plug-in hybrid electric vehicles (PHEVs) are projected to reach 23.3 million units in 2026, up 11 per cent from 21 million in 2025. Sales are forecast to rise to 26.1 million in 2027, 29.2 million in 2028 and 32.2 million in 2029, before reaching 35.4 million in 2030. The market has grown...
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As the monsoon sweeps across India, Schon Doorways, a premium provider of door and window solutions has launched its new range of aluminium casement and sliding windows, specifically engineered for extreme weather. Image source: Schon Doorways Merging sleek design with robust engineering, the collection delivers both elegance and performance under challenging conditions. Crafted with ultra-slim aluminium profiles and high-performance tempered glass, the windows are built to withstand heavy rainfall, strong winds, and persistent humidity. Available in single and double-track options, wall thickness ranges from 1.6 mm to 5 mm, offering a blend of strength and aesthetic flexibility. Practical enhancements like anti-collision strips, flyscreens, and high load-bearing capacity help keep out...
New York State Teachers Retirement System has reduced its stake in Kaiser Aluminum Corporation by 37.1 per cent during the first quarter, according to recent SEC filings. The institutional investor sold 2,552 shares, leaving it with 4,327 shares valued at approximately USD 262,000 by the end of the quarter. Image for representational purpose Several other institutional investors also adjusted their positions in Kaiser Aluminum. Jones Financial Companies LLLP initiated a new stake valued at around USD 52,000 in the fourth quarter. Charles Schwab Investment Management increased its holdings by 1.3 per cent, acquiring an additional 3,816 shares to hold 298,318 shares worth nearly USD 21 million. Raymond James Financial also entered the stock with a USD 2.2 million investment during the same...
On July 11, 2025, the Chairman of Emirates Global Aluminium (EGA), Homaid Al Shimmari, began the final reduction cell process in the company's next-generation smelting technology pilot project in Al Taweelah. Image source: EGA Within the process of incorporating EX smelting technology, the pilot is the key step required for large-scale industrialisation, upholding the project as an integral foundation of EGA's strategic growth. Not only this, but this project will aid the company to amplify its position as the technology provider in the aluminium industry worldwide. EGA has been developing its aluminium smelting technology in the UAE for nearly three decades now, since the 1990s, reassembling the older potlines. By using its technologies, the firm has successfully been able to reduce the...
While the United States witnessed a modest uptick in aluminium imports during Q1 2025, aluminium exports took a noticeable plunge. Not by a marginal 10,000 or 20,000 tonnes, but a steep 95,000 tonnes year-on-year. From 854,000 tonnes in Q1 2024, US aluminium exports (including scrap) shrank to 759,000 tonnes in Q1 2025, marking an 11 per cent annual decline. This decline, however, isn’t evenly spread across all aluminium product categories or destinations, and it raises questions about the underlying shifts in global aluminium trade dynamics. Exports across the board According to recent figures from the US Geological Survey, the fall in aluminium exports touched all categories - crude metal and alloy, semi-fabricated products, and even scrap, though to varying degrees. Crude metal and...
The world is filling up fast. Every tick of the clock brings more people, more cities, more cars, more gadgets, and with it, a mountain of "more" that the planet somehow has to sustain. By 2050, we're looking at nearly 10 billion people all wanting homes to live in, food on their plates, devices in their hands, and clean energy to power it all. On the occasion of World Population Day , team AL Circle brings you this special feature, spotlighting how one unassuming metal aluminium, is quietly stepping up to meet the demands of a world that just won't stop growing. In the age of "more," aluminium might just be the material of the century. Currently, the world population stands at 8.23 billion. So, who or rather what, is going to help carry this load? Enter aluminium, the silent, shiny...
Volgren, Australia’s largest bus body manufacturer, is strengthening its commitment to innovation and sustainability through a long-standing partnership with Capral Aluminium. The collaboration ensures a reliable supply of high-quality, locally sourced aluminium that forms the backbone of Volgren’s bus body structures. Image credit: www.capral.com “There’s been a misunderstanding in some parts of the industry that, because we use the Co-Bolt gussets from Hess, all aluminium used in our buses comes from Switzerland, but our aluminium is all locally sourced from Capral,” said Yuri Tessari, Chief Commercial Officer and Head of Strategy at Volgren. “We only use HESS’ Co-Bolt technology that helps us to bolt and screw our structure together without the need to weld.” Since its founding in the...
Primary aluminium inventories registered with the London Metal Exchange (LME) continued to rise in June, reaching 338,000 tonnes, up from 321,850 tonnes in May and 250,875 tonnes in April. This steady increase in stock levels was largely driven by a significant surge in Indian-origin aluminium entering LME warehouses. Image for representational purpose Indian aluminium inventories climbed sharply from 25,050 tonnes in April to 97,950 tonnes in May, and further to 114,150 tonnes in June. This rise boosted India’s share of total LME primary aluminium stocks to 34 per cent in June, up from 30 per cent in May and just 10 per cent in April, underscoring the growing global presence of Indian metal. In contrast, Russian-origin aluminium inventories at the LME have remained fairly stable in...
While both nations, the US and India, engage in a Bilateral Trade Agreement (BTA) discussion, the latter country has shown an increased retaliatory action as opposed to the current import tariff on aluminium and steel imposed by the US. Recently, India announced to the World Trade Organisation (WTO) its intention to raise an additional USD 3.82 billion in import tariffs with significant adjustment duties on US goods. Does this signal a further trade tension between the two nations or the start of a new trade war? Image source: shutterstock.com The unprecedented hike in the US tariff on aluminium and steel from 25 per cent to 50 per cent on June 3, 2025, has been the stimulus for India for the additional tariff cost. With the higher duties, the Indian exports will witness an impact worth...
At its 60th Annual General Meeting, Vedanta Ltd. unveiled an ambitious roadmap for its next phase of growth, centred on a transformative 3D strategy of Demerger, Diversification, and Deleveraging. Chairman Anil Agarwal laid out a compelling vision to double Vedanta's size, unlock deep value for shareholders, and transform the company into a leading force in critical minerals, clean energy, and emerging technologies. The centrepiece of this strategy is a major demerger that has already secured over 99.5 per cent shareholder and creditor approval. Under this plan, Vedanta will split into four independent, sector-focused listed companies, each with its own growth trajectory and investor base. The goal: a sharper focus, faster growth, and clearer value creation. But Vedanta isn't stopping...
Superior Industries International Inc., based in Southfield, Michigan, and one of the leading suppliers of automotive aluminium wheels manufacturers in the world, announced a transformative acquisition deal that will change the company’s future on July 9, 2025. A group of term loan investors led by Oaktree Capital Management entered into definitive agreements to acquire Superior by converting its debt to equity to address the company's increasing liquidity concerns. Turning debt into growth potential As part of the restructuring deal, investors will convert about USD 550 million of term loan claims to 96.5 per cent of new common equity. Superior's funded debt will be reduced from approximately USD 982 million to only USD 125 million, a reduction of almost 90 per cent. The purpose of this...
In a rapidly transforming global aluminium landscape, AL Circle proudly announces the launch of its industry-focused market research report, "Aluminium Foil and its End Uses – Current Trends and Forecast till 2030". As the market for aluminium foil was valued at USD$ 38.55 billion in 2024 and is expected to grow at a CAGR of 5.07 per cent to reach USD$ 51.8 billion by 2030, this newly updated edition brings sharper intelligence, deeper data segmentation, and a more forward-looking analysis to a sector undergoing unprecedented shifts in demand, innovation, and sustainability. Why this report matters now more than ever Aluminium foil is no longer just a packaging material—it is at the heart of critical transformations across pharmaceuticals, energy storage, e-mobility, sustainable...
The European Union’s move to eliminate carbon-emitting vehicles by 2035 is vital not just for climate goals, but also for the economic future of Europe. Image for representational purpose According to a new study by Transport & Environment (T&E), maintaining the 2035 zero-emission vehicle (ZEV) mandate alongside robust industrial policies could boost annual car production to 16.8 million units, matching the pre-2008 level. However, the report warns, scrapping or weakening the regulation could result in the loss of up to 1 million automotive jobs across the EU and the collapse of two-thirds of planned battery investments. European automakers are already under pressure from rising costs, strong competition from China and US, and a new 25 percent US tariff on car imports. In May, the...
A gentle but urgent reminder: the world has just five years left to meet the 2030 low-carbon target – a milestone set by high energy-intensive industries to reduce greenhouse gas emissions by 45 per cent from 2010 levels of approximately 43,420.56 megatonnes of carbon dioxide equivalent, aiming to limit global warming to 1.5°C above pre-industrial levels. This ambitious target is not an individual checkpoint but a vital stop on the journey to net zero-emissions by 2050. With the clock ticking, it is essential to track where exactly do the world’s carbon-heavy industries stand today? Are we on pace—or falling further behind? A report by the Mission Possible Partnership (MPP), which is a climate alliance dedicated to accelerating decarbonisation of the world’s heaviest-emitting industries,...
When it comes to aluminium, China is not just in the game — it is the game. As the world’s top producer and consumer, the country has long been the heavyweight champion in the global aluminium industry, gracefully sidestepping every curveball - be it anti-dumping duties, steep tariffs, or even its own annual production cap. Through it all, the country keeps flexing its muscles with jaw-dropping innovation, insatiable demand, and next-level sustainability goals. And guess what? AL Circle is right into the action – with boots on the ground and eyes on the alloy! The team has participated in one of the biggest trade shows and B2B platforms ALUMINIUM China 2025 as a media partner. That’s not all - we have also rolled out an interactive magazine dedicated to the event - titled " Aluminium...
Chinese tycoons are accelerating the growth of Indonesia’s aluminium industry with multibillion-dollar investments that echo the country’s earlier nickel boom and have the potential to disrupt the global aluminium market. Facing tightening production limits at home, giants like billionaire Xiang Guangda’s Tsingshan Holding Group, China Hongqiao Group, and Song Jianbo’s Shandong Nanshan Aluminium are shifting their focus to Southeast Asia’s largest economy, pouring capital into new smelters and refineries. Indonesia’s aluminium industry is on the cusp of dramatic growth, fuelled by both domestic policy shifts and a wave of foreign investment. According to Goldman Sachs, Indonesia’s aluminium output could increase fivefold by the end of the decade. Currently, as reported by Petromindo.com,...
North Coast Brewing Company has officially joined the can revolution! For the first time, two of its iconic brews, Red Seal Ale and PranQster Belgian Style Golden Ale, are now available in sleek 12 oz aluminium cans. Image credit: linkedin.com This milestone marks the launch of the brewery’s brand-new in-house canning line, offering improved packaging flexibility and consistency. But it’s more than just a shiny update. With aluminium tariffs threatening to drive up costs globally, North Coast is doubling down on the metal for one big reason, i.e. sustainability. Aluminium cans aren’t just trendy, they’re eco-powerhouses. They’re infinitely recyclable, meaning every empty can has the potential to become another without ever losing quality. Their lightweight design reduces transport...
Romanian aluminium producer Alro has commissioned a state-of-the-art electric furnace for ageing aluminium alloy plates, following an investment of 11.5 million lei ($2.7 million/2.3 million euro). The newly installed electric furnace replaces three older gas-powered units, streamlining heat treatment operations in Alro’s processed aluminium division. This upgrade is set to boost equipment efficiency while enabling more precise control over temperature and other key parameters, the company announced on Wednesday. Specially designed to age aluminium plates from the 2xxx, 6xxx, and 7xxx series alloys, the advanced system can handle plates measuring up to 13,000 mm in length and 2,200 mm in width. Alro, a subsidiary of global aluminium producer Vimetco, saw its shares rise by 6.83 per cent...
The Brussels-based European Recycling Industries' Confederation (EuRIC) has voiced strong opposition to a proposed ban on recycled aluminium exports from the EU. On the flip side, several other European industry groups are pushing for tighter controls, citing growing concerns over aluminium scrap leakage. What's fueling this split in opinion?. The recycling organisation, amidst the rising demand for safeguard measures urged by the majority of the EU scrap exporters, have enunciated that the low aluminium scrap export volume indicates a restriction to the trade, providing no solution for the trade and energy concerns of the aluminium producers in the EU. Owing to the previous messages of the European aluminium producers and organisations, the association states that it is deceiving, as it...
