The Aluminium Federation (ALFED) has launched a new Reindustrialising UK Aluminium briefing, developed through its Trade Committee, setting out the immediate trade and industrial priorities facing the UK aluminium sector. The briefing comes as aluminium takes on increasing strategic importance within UK Government policy. Aluminium is recognised within the UK’s Critical Minerals framework and as a Growth Mineral, reflecting its importance to future UK manufacturing and economic growth. Government’s Critical Minerals Strategy describes critical minerals as foundational inputs to the Industrial Strategy’s growth-driving sectors. ALFED’s latest economic modelling estimates that the UK aluminium industry supports a wider economic footprint of £8.18 billion (USD 11.03 billion) in GVA and...
European Aluminium and the European Automobile Manufacturers’ Association (ACEA) are calling on the European Parliament and the Council to make low-carbon aluminium eligible alongside steel under the proposed material-credit mechanism for vehicle CO2 standards. The joint industry statement focuses on the revision of Regulation (EU) 2019/631, under proposal 2025/0420 (COD). The two organisations want both materials covered by a single, technology-neutral mechanism with harmonised carbon-intensity thresholds and verification rules. They said the approach would give automakers greater flexibility in meeting regulatory requirements while supporting European markets for low-carbon materials. It would also allow vehicle engineers to continue selecting materials based on technical and economic...
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Amid shifting trade rules, supply chain hiccups, and unpredictable premiums, Emirates Global Aluminium (EGA) held its ground in the first half of 2025. The company not only pushed its growth plans forward but also boosted recycling and smelting capacity, while moving ahead with plans to build the first new US aluminium smelter in over 40 years. Image source: EGA EGA, saw its revenue rise to AED 15.08 billion (USD 4.11 billion) in the first half of the year, up nearly 8 per cent from AED 13.98 billion (USD 3.81 billion) in the same period of 2024. Yet higher revenues masked weaker profitability. Underlying EBITDA slipped to AED 3.82 billion (USD 1.04 billion), down from AED 4.20 billion (USD 1.14 billion) a year earlier. Net profit also declined, dropping to AED 1.63 billion (USD 445...
The bauxite market is expanding steadily, with analysts predicting the market will be worth nearly USD 126 billion by 2033. This sharp climb from USD 84.5 billion in 2025 is equal to a compound annual growth rate of 5.11 per cent. Aluminium demand lies at the heart of this surge. Yet, the outlook is not all smooth. Supply bottlenecks, tougher environmental rules and geopolitical rivalries are there. Aluminium’s expanding reach Most of the world’s bauxite, about 85 per cent, ends up as alumina, which is then refined into aluminium. The metal has become hard to replace. In cars, the story is striking. Back in 1980, an average vehicle carried only about 120 pounds of aluminium. By 2030, that figure is expected to hit 252 kilograms. For a broader view of the global bauxite market click: A...
Maan Aluminium has undergone a valuation grade change as a microcap in the non-ferrous metals industry. Its grade moved from fair to expensive, with a PE of 42.18. It also has an enterprise value (EV) to EBITDA of 26.40, suggesting some premium relative to its peers. Its recent quarterly results provide evidence of declining fundamentals despite the high multiples. The stock trend for the firm has changed from just slightly bearish to flat. Technical indicators such as the MACD show bearish signs on a weekly basis, indicating uncertain sentiment. Investors have seen a return of 197.97 per cent over three years. But the stock is down - 8.28 per cent year-to-date. This separation illustrates the difficulty of valuing fast-paced microcaps. It also states the fact that if the growth momentum...
GreenCap Solutions has announced the launch of a demonstration project to test its carbon capture technology in primary aluminium production. The initiative targets the challenge of capturing CO₂ from low-concentration point sources, one of the most significant hurdles in the aluminium industry. The direct emissions of CO₂ from the electrolysis process in primary aluminium production is approximately 1.5 kg of CO₂ per kg of liquid aluminium. However, the low concentration of CO₂ in the flue gases, around 1 per cent, poses a major obstacle to effective capture. GreenCap will validate its novel carbon capture technology in collaboration with Norwegian aluminium and renewable energy company Hydro. We are very excited to partner with Hydro to advance our carbon capture technology for...
Futures side, the most-traded SHFE aluminium 2510 contract opened at RMB 20,710 per tonne in the previous trading day's night session, with the highest price at RMB 20,760 per tonne, the lowest at RMB 20,700 per tonne, and closed at RMB 20,725 per tonne, up 0.07 per cent from the previous closing price. Trading volume was 36,000 lots, and open interest was 215,000 lots. In the previous trading day, LME opened at USD 2,623 per tonne, with the highest price at USD 2,623.5 per tonne, the lowest at USD 2,607 per tonne, and closed at USD 2,614 per tonne. Macro perspective, US Fed Governor Waller explicitly supported an interest rate cut this month and planned multiple subsequent cuts, signalling easing. Meanwhile, the US Treasury Secretary began interviewing candidates for the next Fed chair...
On Wednesday, September 3, both LME aluminium cash bid price and LME aluminium official settlement price has reflected growth for the second consecutive day. As per the price graph, both cash bid price and official settlement price have moved up by USD 2 per tonne or 0.07 per cent to settle at USD 2,616 per tonne and USD 2,617 per tonne. 3-month bid price and 3-month offer price also added USD 3 per tonne or 0.11 per cent and USD 2.5 per tonne or 0.09 per cent to arrive at USD 2,614 per tonne and USD 2,614.5 per tonne. Also Read: LME aluminium offer price gains $2.5/t; stocks down 1,450t December 26 bid price and December 26 offer price increased by USD 4 per tonne or 0.15 per cent to halt at USD 2,662 per tonne and USD 2,667 per tonne. LME aluminium 3-month Asian Reference Price, on the...
The Brazilian Aluminum Can Association (Abralatas) announces Brazilian Aluminium Can Summit 2025 (Encontro da Lata), to be held on November 5 at Villa Blue Tree, in São Paulo. Recognized as the leading event of the aluminium can industry for beverages in Brazil, the meeting reaches its fifth edition with a new and expanded format, consolidating itself as the most relevant space for dialogue, coordination, and business opportunities across the entire production chain. Over a full day of programming, the event will bring together national and international leaders, public authorities, and experts in sustainability and innovation in panels addressing the main challenges and opportunities of the sector. In addition to strategic discussions, the meeting will feature interactive booths, sponsor...
At Alba, safety is more than just a priority – it’s a way of life. This can be understood with their steady growth in safe working hours count without Lost Time Injury (LTI). The company has once again set a remarkable new standard, surpassing its previous milestones with an impressive achievement on September 3, 2025. Alba has now clocked 39 million safe working hours without a Lost Time Injury (LTI), a significant improvement from last year's 24 million hours, as reported on September 20, 2024. This milestone highlights Alba's unwavering commitment to creating a safe, healthy, and resilient environment for both its employees and contractors. Looking closer, on July 31st, Alba had already reached 38 million safe working hours , marking notable growth from the 37 million hours recorded on...
Constellium is proud to announce its participation at Cenex 2025 (Booth C3-402), the UK’s leading event for low carbon and connected vehicle technologies, taking place in Millbrook on September 3-4. Source: PR newswire At this year’s event, Constellium is presenting a range of innovative aluminium solutions developed through the collaborative research project CirConAl (Circular and Constant Aluminium), a £10 million initiative supported by the Advanced Propulsion Centre UK (APC) and the UK Government's Department for Business and Trade. Visitors will discover a comprehensive display of aluminium solutions prototyped with less than two tons of embodied CO2 emissions per ton of aluminium, while maintaining the high-performance standards required by automakers, such as Battery Enclosures...
Nuveen LLC, a US-based producer and marketer of aluminium products, has expanded its position in Kaiser Aluminium Corporation. It has purchased 43,250 shares valued at approximately USD 2.62 million, according to its latest SEC filing. The acquisition means Nuveen now owns 0.27 per cent of Kaiser Aluminium. Image source: https://www.kaiseraluminum.com/ Institutional confidence in Kaiser Aluminium The action comes as Kaiser Aluminium posted earnings per share of USD 1.21, significantly higher than its expectations for USD 0.49. For the quarter, revenue totalled USD 823.1 million, with evidence of sustained demand in its packaging, automotive and aerospace sectors. The company also maintained a dividend payment of USD 0.77 per share. This represents an annualised yield of 4 per cent. Other...
Imagine a world where scrap cars no longer pile up in landfills, but instead help build the electric vehicles of tomorrow. That is what a team of researchers in Europe are busy with. Stefan Pogatscher and his team have pioneered an exciting new process to recycle scrap metals from cars (amounting to 7 to 9 million tonnes in Europe annually) into a high-grade aluminium alloy perfect for building a variety of components for new electric vehicles. Get industry specific insights from - ALuminium in Packaging: Consumer Trends and Market Dynamics How will this new innovation be carried out? The secret to this innovative solution is preserving a diverse mix of alloys found in scrap cars to create a superior product. Typically, when cars are dismantled, materials like aluminium, plastics, fabrics...
Smart packaging is quickly emerging as a growth driver for aluminium, merging sustainability and storytelling. Connected packaging, thanks to QR codes, AR, and AI-powered personalisation, has emerged as a high-impact tool in the food and beverage industries. It is delivering high 14 per cent scan rates, three-minute average time spent, and a 30 per cent sales boost with almost no extra media investment. A new frontier for the industry Aluminium packaging is perfectly positioned to reap the benefits of this new frontier as companies embrace it. Not only is aluminium premium in appearance, recyclable, and resilient, but it is also the perfect material on which to embed interactive technology. It has the potential to improve consumer experience while driving up sustainability. Also read:...
Over 100 mining licences were cancelled in Guinea, where big names like EGA have made headlines. But how many China-owned firms have been the target of Guinea’s ‘mine here, refine here regime’? The answer is a big-n-bold ZERO. The only report that deep search found when AL Circle was investigating the matter was of the single active operation affected by this crackdown of a joint venture in the Boffa-Fria corridor that included the Chinese-backed company SD Mining SA, which held a 42 per cent stake. Naturally, the question arises as to why Guinea has been cooperating with China when it comes to mining (we are mainly concerned about bauxite). For over 30 years, China has actively supported Guinea in various aspects. But why? As we dig deep, it seems to be clearing layer by layer. Also...
The global trade in aluminium bars and rods profiles during the first half of 2025 painted a picture of divergence, with some exporters expanding their reach while others struggled under regulatory and market pressures. China, still the largest player, endured the steepest fall. Its export volume slipped 21.09 per cent, dropping from 520,144.8 tonnes in H1 2024 to 410,485 tonnes in H1 2025. The financial blow was even harder, as net trade value fell by 27.4 per cent — from USD 1.8 billion to USD1.328 billion. Germany too found itself weighed down by weaker flows. Exports through May 2025 came to 107,240.4 tonnes, from 134,596.5 tonnes shipped in May 2024, a contraction of 20.29 per cent. The country’s export revenues followed the same path, tumbling 15.6 per cent from USD 932 million in...
As of August 29, Mysteel's daily assessment for Guinea bauxite (Al:45 per cent,Si:3 per cent) was USD 74.5/dry metric tonne, rising USD 0.5 per dry metric tonne from a week ago. The assessment for Australia bauxite (Al:50 per cent,Si:6.5 per cent) remained flat at USD 69 per dry metric tonne. China's domestic bauxite supply remained constrained by the wet season and environmental policy, supporting prices at high levels. Market participants are optimistic about the supply and stability of bauxite in Shanxi after policy adjustments, but it is unlikely to see significant improvement in the short term. In terms of seaborne bauxite, Guinea bauxite (45 per cent,Si:3 per cent) prices continued to edge higher last week amid low supply of spot cargo from the top supplier. On the supply side,...
Australian mining company South32 Limited is on shifting ground. Analysts at RBC Capital Markets have reduced South32’s price target to AUD3.20 (USD 2.0) from AUD3.50 (USD 2.28), even after it posted 75 per cent jump in annual profit to USD 666 million. However, despite the price target cut, analysts have kept an “outperform” rating for the company, demonstrating a belief in its long-term potential over short-term risk. The reduction reflects concerns over operational hurdles at South32 and softer market conditions. Insider buying has offered reassurance, hinting at confidence from management. South32 is also repositioning itself. Its shift into low-carbon commodities such as lithium, nickel and manganese aligns with global decarbonisation trends, particularly renewable energy and EV...
Bauxite and alumina can be considered as one of the most essential parts of Western Australia’s mining industry, underpinning the production of aluminium used worldwide in transport, infrastructure, and packaging. As one of the State’s most vital commodities, the sector is also closely monitored for worker safety, with new data shedding light on injury rates across major mining operations. Image Source: South32 website As per the WorkSafe WA data by The West Australian , bauxite and alumina recorded the highest injury rate among the State’s major commodities over two years, with Nickel bagging the second spot (recording 7.51 injuries per million hours worked, followed by iron ore at 5.14 and gold at 4.98). But the recent data shows a different picture altogether. South32 achieves 60%...
In a series of recent events, Steel Town Summit, a Canadian summit taking place in Hamilton, is urging the transportation industry to make use of domestically produced aluminium and steel in its upcoming projects, amidst the rising US tariffs rolled out by the Trump administration. During the challenging times for the industry, Canada's "steel town" is holding a summit which brings together transportation companies, government officials, and union representatives to promote the use of Canadian steel and aluminium in future projects. About the summit According to the statement issued by Transport Canada, the "Made in Canada: Ferries and Rail Summit", organised by Transport Minister Chrystia Freeland in Hamilton, Ontario, was designed to support the Canadian transportation infrastructure by...
