Aluminum investment has been spreading across the entire value chain, from primary smelting and alumina refining to recycling, rolling, extrusion and battery foil, building more integrated and higher-value supply chains. During the past 5 years, the US and Canada in North America and China in Asia have been grabbing headlines pertaining to the aluminum industry. These updates have involved growth stories or have shed light on volatile market situations. How have these headlines contributed to a greater picture for the benefit of the aluminum industries of the two continents? Between 2021 and 2026, major projects across North America and Asia have targeted new primary capacity, lower-carbon production, recycled aluminum and higher-value downstream products. But the investment pattern is...
Nautor Swan has unveiled new details and official renderings of its 43.5-metre Swan Alloy 44, the Finnish yacht builder’s first aluminium supermaxi, with construction now underway in the Netherlands. The yacht is being built at Gouwerok Shipyard, where hull and deck construction are currently in progress. Once this stage is completed, the vessel will move to Viareggio, Italy, for final outfitting, launch and delivery, which is scheduled for 2028. The project will also become the largest yacht ever built by Gouwerok Shipyard and its first all-aluminium supermaxi. Although construction is taking place outside Finland, Nautor Swan’s team will continue to oversee key aspects of the programme, including its design philosophy, performance studies and supply-chain coordination. The Swan Alloy 44...
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The global aluminium value chain faced mixed signals in the first half (H1) of 2026, with production growth in key regions, evolving trade flows and emerging supply risks shaping the market. From Guinea’s record bauxite exports and China’s growing alumina and aluminium output to disruptions in Indonesia and the Middle East, offer important insights for producers, traders, suppliers and buyers. Guinea’s exports rise, miners under pressure, Africa seeks value addition During H1 2026, Guinea exported a record 114.8 million tonnes of bauxite , up 15 per cent year-on-year. Strong Chinese demand reinforced shipments despite rising operating costs for smaller mines. However, weak global bauxite prices, higher fuel and freight prices owing to the Middle East conflict and heavy rains have squeezed...
TRUNNANO has released a comprehensive guide covering nine advanced ceramic crucible materials, aiming to help engineers optimise material selection for high-temperature industrial processes as aluminium, metallurgy and advanced manufacturing applications demand greater performance, durability and process efficiency, published in the company's advanced ceramics platform, www.ozbo.com According to Roger Luo, Chief Executive Officer of TRUNNANO, selecting the right crucible material is becoming increasingly important as manufacturers seek higher product purity, longer equipment life and improved process efficiency. "In high-temperature processes, a crucible is not merely a container - it is a critical factor determining product purity and process success," Luo said. Material selection is...
PV aluminium extrusion: This week, according to feedback from PV frame enterprises in the survey sample, industry operating rates remained stable overall. According to SMM, China’s module scheduled production was ~38.5 GW in July, and is expected to edge up M-o-M to 39.3 GW in August. Underpinned by stable-to-rising demand from downstream module production schedules, PV frame enterprises’ operating rates are expected to hold steady in the near term, with leading PV frame enterprises with long-term contract advantages maintaining high operating rates. Raw material prices: During the period (July 27–30, 2026), the SMM A00 weekly average price was RMB 23,357.5 per tonne, up 0.8 per cent from the previous week’s average. Overall, the continuous rise in the proportion of liquid aluminium in...
Macro perspective The US Fed announced on Wednesday that it held rates steady at 3.50 per cent-3.75 per cent, marking the fifth consecutive meeting with no change. According to the CME FedWatch Tool, after the Fed’s decision, the probability of rates remaining unchanged in September and October increased, and the marginal constraint on the nonferrous metals sector continued to ease. The Strait of Hormuz dispute remains unresolved; according to foreign media reports, the temporary truce between the US and Iran shifted again. Foreign Ministry Spokesperson Lin Jian said at a regular press conference that China’s stance on China-US economic and trade issues is consistent and clear; China opposes all forms of unilateral tariff measures, and a tariff war or trade war serves the interests of...
Every year, Brazil produces more than 13 million tonnes of red mud, making it one of the world's largest generators of the aluminium industry's biggest industrial residue. Created during alumina refining, red mud is unavoidable-but the amount produced is never determined by the residue itself. It depends on everything that happens much earlier, from the quality of bauxite entering a refinery to how efficiently alumina is extracted. In 2025, Brazil mined 33 million tonnes of bauxite. Around 27 million tonnes of that ore was refined domestically, producing 10.86 million tonnes of alumina and ultimately generating around 13.5 million tonnes of red mud. The numbers appear straightforward, showing stable red mud generation alongside rising bauxite production. The explanation begins long before...
Swedish aluminium boat manufacturer Anytec has launched the A28-T, a new model that succeeds its award-winning 860-T and builds on the company's A-series platform with updated styling, enhanced versatility and a new T-top configuration. The A28-T features a fully welded aluminium hull derived from the proven A27 platform. Design enhancements include a higher freeboard, a revised sheerline and a newly engineered engine bracket capable of accommodating an outboard engine of up to 425 hp. According to the company, the boat is capable of reaching speeds of up to 55 knots. The model retains Anytec's signature deep-V aluminium hull, complemented by a sharply tapered bow and a redesigned console aimed at improving both performance and handling. To enhance onboard comfort, the A28-T offers an...
According to SMM statistics, China's aluminium production in July 2026 (31 days) increased 1.6 per cent Y-o-Y; and 3.5 per cent M-o-M. Domestic demand was weak, and combined with a pullback in export orders for some downstream products, all industry chain segments were under pressure; however, driven by high processing fees for aluminium rod and billet, downstream procurement demand for liquid aluminium rose, pushing the proportion of liquid aluminium output in China higher. The proportion of liquid aluminium in the month rose 1.1 percentage points M-o-M to 78.3 per cent, slightly exceeding expectations at the start of the month, with core growth coming from strong processing profits for some products, leading to higher-than-expected demand for liquid aluminium. Based on SMM's proportion...
Vedanta Aluminium is entering a new phase of growth as major expansion projects near completion and the company shifts its focus towards higher-value aluminium products and lower production costs, prompting brokerages to reaffirm positive outlooks following a strong first-quarter performance. Brokerages including ICICI Securities, CLSA, Citi, Nuvama and Emkay have maintained bullish views on the recently listed aluminium producer, citing rising production volumes, cost optimisation initiatives and ongoing capacity expansion as key drivers of future earnings growth. ICICI Securities initiated coverage on Vedanta Aluminium with a 'Buy' rating and a target price of INR 520 (USD 5.54), highlighting the company's transition from a capital expenditure-intensive phase towards improving...
The aluminium industry is one of the most interconnected global supply chains, spanning bauxite miners, alumina refineries, smelters, recyclers, fabricators, traders and end-users. While each segment plays a critical role, businesses often operate with limited visibility in the market whenever the need arises to go beyond their immediate network, either for finding a new raw material source, reaching a global buyer or improving production efficiency. This is where a digital B2B marketplace is an important link in the aluminium ecosystem. Enter AL Biz , the digital integrated B2B marketplace for the aluminium value chain. Through its global platform, AL Biz brings together producers, suppliers, traders and buyers across the entire value chain, i.e., from bauxite and primary aluminium to...
India has said that its free trade agreement (FTA) with the European Union includes a dedicated roadmap to address concerns over the EU's Carbon Border Adjustment Mechanism (CBAM), with officials expressing confidence that small and medium-sized enterprises (SMEs) will not face significant difficulties in complying with the new rules. Additional Secretary in the Department of Commerce Darpan Jain said the CBAM was a major focus during the India-EU trade negotiations, resulting in a separate annexure within the agreement that outlines measures to deal with the mechanism. He said, "The first pillar is that, in case of flexibility in future, that will be available to India. So there is an obligation in that." Explore: The most comprehensive and forward-looking industry-focused report —...
Impact Minerals has advanced its Lake Hope High Purity Alumina (HPA) Project in Western Australia during the June quarter, completing key processing studies, progressing engineering work and commencing a pilot plant programme. The company reported further progress in producing high-purity alumina for semiconductor, battery and advanced technology applications, while expanding customer engagement and technical testing. The project is designed to produce 10,000 tonnes per year of HPA with a Pre-Feasibility Study estimating an NPV10 of AUD 1.2 billion (USD 844 million). Lake Hope project advances toward DFS Engineering work during the quarter focused on refining the project's processing flowsheet. CPC Engineering shortlisted technology options for the alumina calciner and identified two...
Alcoa Corporation has declared a quarterly cash dividend of USD 0.10 per common share, with the payment scheduled for August 27, 2026 , as the global alumina and aluminium producer continues its shareholder returns programme. The dividend was approved by the company's Board of Directors and will be paid to shareholders of record as of the close of business on August 11, 2026. The announcement applies to Alcoa's common stock listed on the New York Stock Exchange (NYSE: AA) and Chess Depositary Interests (CDIs) traded on the Australian Securities Exchange (ASX: AAI). The ex-dividend date has been set for August 10, 2026. To know the futuristic market and value proposition of red mud, explore the report "A Comprehensive Analysis of Bauxite Residue (Red Mud): Sustainability, Resource Recovery...
LA Metals, a UK company that supplies and fabricates aluminium extrusion products, is moving into a new growth stage after a management buyout. The deal will help fund higher production capacity, new manufacturing capabilities, and further expansion. The Smethwick-based company, which supplies aluminium extrusion products to customers including Next, Burger King and the UK Ministry of Defence, has been acquired by Finance Director Justin Bates and Operations Director Chris Grierson through a management buyout. Founded in 1987, LA Metals initially operated as a business-to-business supplier of aluminium extrusion products and custom fabrication services. In 2022, the company expanded its offering by launching Aluminium Online, enabling customers to purchase standard and bespoke aluminium...
Industry analysts have argued against allowing a strategic investor to acquire up to a 70 per cent stake in the Volta Aluminium Company (VALCO), stating that Ghana's estimated USD 48 billion bauxite reserves could provide an alternative route to financing the state-owned aluminium producer's modernisation. They have argued that Ghana should explore financing options backed by its mineral resources rather than relinquishing majority ownership of VALCO in exchange for a proposed USD 600 million investment. "We are sitting on bauxite worth USD 48 billion, yet we claim we cannot raise USD 600 million. Isn't that strange?" they said. According to the analysts, the country's aluminium industry has the potential to become a cornerstone of Ghana's industrialisation strategy, making it important...
Remal Alcast Pvt. Ltd., a manufacturer of master alloys, cast alloys, and aluminium billets, is proud to announce that Remal’s billet casthouse has received AS9100D certification for aviation and defence applications along with ISO 9001:2015. These certifications are applicable to the manufacture and supply of aluminium alloys for aerospace and defence applications. The certificates are technically equivalent to EN9100:2018 and JISQ9100:2016 standards and have been audited in accordance with the requirements of AS 9104/1:2012. The audit was done by DNV Business Assurance USA Inc. under the Industry Controlled Other Party (ICOP) Scheme. India continues to depend on imports for several specialised aluminium alloys required by critical industries. Remal aims to help address this gap by...
Futures: The most-traded SHFE aluminium contract opened at RMB 23,650 per tonne in the night session on July 30, with a high of RMB 23,725 per tonne, a low of RMB 23,630 per tonne, and finally settled at RMB 23,720 per tonne, up 0.40 per cent from the previous close. During this period, prices consolidated higher and closed with a bullish candlestick, holding firmly above the MA5 (23,587.56), MA10 (23,462.56), MA20 (23,346.68), MA40 (23,297.85), and MA60 (23,371.70) moving averages, which formed strong support and drove the price centre continuously higher. Open interest edged down during this period, continuing the pattern of bearish position reduction, with the price rise fuelled by bear exits. Technically, on the 4-hour MACD, the DIFF (109.33) remained above the DEA (60.99), and the...
The London Metal Exchange (LME) aluminium prices reported further gains on the July 30 session after recovering on the July 29 session . Both cash and forward contracts reported gains in contrast to the inventories, which followed a decline. The LME aluminium cash bid as well as offer prices gained 0.75 per cent day-on-day on July 30. The bid rose from USD 3,205 per tonne to USD 3,229 per tonne as the offer edged up from USD 3,207 per tonne to USD 3,231 per tonne. Explore- Most comprehensive and forward-looking industry-focused report — Global Bauxite & Alumina Market Forecast to 2036: Supply–Demand, Trade Flows & Price Outlook On July 30, the LME aluminium three-month bid price climbed from USD 3,176 per tonne on July 29 to USD 3,185 per tonne, marking a 0.28 per cent surge. The offer...
According to data from the General Administration of Customs of the People's Republic of China (GACC), China imported approximately 55,100 tonnes of unwrought aluminium alloys in June 2026, representing a year-on-year decrease of 22,300 tonnes (down 28.81 per cent) and a month-on-month decrease of 9,400 tonnes (down 14.57 per cent). The cumulative import volume for 2026 reached approximately 433,600 tonnes, a year-on-year decline of 20.04 per cent. In terms of source countries, the top four suppliers of unwrought aluminium alloys to China in June 2026 were Russia, Vietnam, Malaysia, and Thailand. Specifically, imports from Russia stood at approximately 14,400 tonnes, accounting for 26.05 per cent of total imports; Vietnam at approximately 10,100 tonnes (18.42 per cent); Malaysia at 7,700...
