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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Adani Group, Reliance Industries, Hindalco Industries, Vedanta Aluminium, Naveen Jindal-backed Powercem, and Coal India are among the companies interested in Odisha’s Karlapat-Pollingpadar bauxite block. They are seeking long-term supplies of this key raw material as they prepare for major aluminium capacity expansions. Located in Kalahandi district, the Karlapat-Pollingpadar deposit is one of the largest virgin bauxite resources currently available for auction in India. It is among 11 virgin mineral blocks offered by the Odisha government in the current auction round. According to the Directorate of Geology, Government of Odisha, the block contains an estimated 207 million tonnes of bauxite resources, comprising 153 million tonnes of proved reserves and 54 million tonnes of possible...
If we take a look at Australia’s global aluminium export trend, which product category of aluminium dominates the shipment volume? Here is a comparison between the volumes of unwrought aluminium and the other downstream segments supplied by Australia to the world. January-May 2026 export graph: Total vs unwrought As of year-to-date (YTD) January to May 2026, Australia’s cumulative export of all the aluminium product categories , viz., unwrought, bars, rods and profiles, foil, pipes and tubes, plates, sheets and strip, tube or pipe fittings, and wire, the year-on-year trend goes like this: YTD 2026 – 566,386.47 tonnes, up 1.98 per cent Y-o-Y from 555,407.67 tonnes in YTD 2025 YTD 2025 – 555,407.67 tonnes, down 6.48 per cent Y-o-Y from 593,920.51 tonnes in YTD 2024 Explore the relevance of...
According to data from the General Administration of Customs of People's Republic of China (GACC), China imported a total of 20.32 million tonnes of bauxite in June 2026, down 11.76 per cent month-on-month but up 12.17 per cent year-on-year. In the first half of the year, cumulative imports reached 121.08 million tonnes, representing a 17.09 per cent year-on-year increase and underscoring high overall supply levels during H1. According to Mysteel, Chinese alumina producers consumed approximately 83.32 million tonnes of imported bauxite between January and June 2026. Actual consumption trailed significantly behind total import volumes over the same period, confirming that the imported bauxite market remains in a state of oversupply. By country of origin, the June bauxite imports were...
Futures: SHFE aluminium closed at RMB 23,030 per tonne, down 0.78 per cent. The price was below all key moving averages (MA5=23,035, MA10=23,135, MA30=23,359.83, MA60=23,399.08). The moving-average system was in a bearish alignment, and the weak pattern continued. MACD indicators showed DIF=-196.09 and DEA=-260.78; the golden cross remained, but the histogram narrowed sharply to 129.39 (181.64 the previous day), indicating a rapid fade in bullish momentum and insufficient rebound strength. Trading volume expanded to 91,400 lots, but overall remained at a low level, with market divergence increasing somewhat. The suggested core operating range for SHFE aluminium is 22,800-23,300. LME aluminium closed at USD 3,138.5 per tonne, edging up 0.08 per cent. The price was below all key moving...
Century Aluminum Company has welcomed a new executive order signed by US President Donald Trump that aims to encourage investment in domestic primary aluminium production. Under the order, approved companies investing in new primary aluminium production facilities in the United States will be allowed to import an equivalent amount of primary aluminium at half the otherwise applicable tariff rate. The announcement follows Century Aluminum's agreement with Emirates Global Aluminium (EGA), announced in February, to jointly develop a new primary aluminium smelter in Inola, Oklahoma. The project is expected to be the largest single investment in US primary aluminium production and has the potential to more than double the country's current primary aluminium output. CEO of Century Aluminum,...
The London Metal Exchange (LME) aluminium price chart posted a modest recovery on the July 20 session after declining on the July 19 trading session . While the pricing segments improved, the three-month benchmark and the inventories declined. The LME aluminium cash bid expanded 0.1 per cent day-on-day on July 20, rising to USD 3,155 per tonne from USD 3,152 per tonne. The offer shifted to USD 3,156 per tonne from USD 3,154 per tonne, representing a 0.06 per cent gain. Explore- Most comprehensive and forward-looking industry-focused report — Global Bauxite & Alumina Market Forecast to 2036: Supply–Demand, Trade Flows & Price Outlook The LME aluminium three-month bid as well as offer prices reported modest improvements by 0.03 per cent on July 20. As the bid moved to USD 3,147 per tonne...
China's Anda Group is expanding its aluminium die casting production capacity in Huzhou as demand for lightweight automotive components continues to grow across both internal combustion engine (ICE) and electric vehicle (EV) markets. The first phase of the expansion is already operating at high utilisation, while the second phase is expected to be fully commissioned by the end of 2026. Once completed, the project will add approximately three million aluminium die cast components to the company's annual production capacity. According to the company, the investment is aimed at easing existing production constraints and fulfilling a growing order backlog that is already secured through the second half of 2026. Expansion supports EV component production Anda manufactures a range of precision...
The Australian West Perth-based Impact Minerals Limited is set to release 12 million ordinary shares from escrow on July 27, 2026. This would mark a key milestone after the expiry of the initial escrow period related to its acquisition of an 80 per cent stake in Playa One Pty Ltd, the owner of the Lake Hope High Purity Alumina (HPA) Project. The release follows the expiry of the initial escrow period linked to the transaction and complies with ASX Listing Rule 3.10A. The Lake Hope project is central to Impact Minerals' strategy to establish a presence in the growing high-purity alumina market, a critical material which serves applications such as lithium-ion batteries, semiconductors, LEDs and synthetic sapphire. Explore: The most comprehensive and forward-looking industry-focused report...
Shares of Aluminum Corporation of China (Chalco) rose on Monday after its controlling shareholder, Aluminum Corporation of China (Chinalco), announced plans to increase its stake in the state-owned aluminium producer by up to USD 300 million (CNY 2 billion), reflecting confidence in the company's future development and long-term investment value. By 04:58 GMT, Chalco's Shanghai-listed shares had gained 6.4 per cent to CNY 8.98, while its Hong Kong-listed shares were up 4.2 per cent at HKD 7.93. According to a company filing, Chinalco and parties acting in concert intend to purchase between CNY 1 billion (USD 147.6 million) and CNY 2 billion (USD 295 million) worth of Chalco's A- and H-shares over the next 12 months through the Shanghai and Hong Kong stock exchanges. Explore: The most...
Alcoa Corporation has reported its strongest quarterly revenue to date, backed by the successful restart of capacity at its Portland aluminium smelter in Victoria, Australia, higher aluminium prices and increased shipments. The second quarter (Q2) also marked a milestone with Alcoa’s acquisition of South32 's bauxite, alumina and aluminium assets, consisting of the Worsley Alumina operation in Western Australia. Commenting on the quarter, Alcoa President and Chief Executive Officer William Oplinger stated, "During the second quarter, in addition to delivering strong financial results that captured favourable aluminium prices, our team executed on strategic initiatives, most notably the announced agreement with South32." Explore the relevance of red mud in the sustainable aluminium...
Australian aluminium extruder Capral Aluminium has reinforced its commitment to sustainable manufacturing by introducing independently verified Environmental Product Declarations (EPDs) for its LocAl® lower-carbon aluminium range. An Environmental Product Declaration (EPD) is an independently verified document that quantifies a product's environmental impact throughout its lifecycle, based on internationally recognised assessment standards. The new declarations provide architects, manufacturers, builders and specifiers with internationally recognised environmental data to reinforce embodied carbon assessments, responsible material selection and sustainability reporting. Unlock in-depth insights into the extrusion segment of the global aluminium industry with The World of Aluminium...
Mountain Dew has unveiled a limited-edition aluminium commemorative can bundle to mark nearly 80 years since the brand was created in Tennessee in 1948. Available exclusively through TikTok Shop, the release celebrates the beverage's heritage while continuing Mountain Dew's long-running use of special-edition aluminium packaging for promotional campaigns and milestone celebrations. The commemorative aluminium can forms part of the brand's "American Original – Tasting Great Since '48" campaign, which highlights Mountain Dew's founding story through a heritage-inspired design printed directly on the can. The bundle is priced at USD 0.05, reflecting the campaign's nostalgic theme. Limited release honours the brand's founding year To commemorate the year of its launch, Mountain Dew is...
The European Union's Carbon Border Adjustment Mechanism (EU CBAM) is reshaping global trade by placing a carbon price on imports of carbon-intensive products from countries without equivalent carbon pricing systems. Since January 2026, importers of products including steel, aluminium, cement, fertilisers and hydrogen have been required to comply with the mechanism. While discussions around the EU CBAM have largely focused on its impact on trade, climate policy and global supply chains, its implications for employment have received less attention. For the Association of Southeast Asian Nations (ASEAN), home to more than 350 million workers, the mechanism presents both risks and opportunities. Its impact on jobs will largely depend on how effectively member countries adapt to the transition...
Japan’s aluminium scrap imports from the European Union in the first quarter (Q1) of 2026 have reported an almost 90 per cent year-on-year surge. In Q1 2026, Japan imported a total of 35,794 tonnes of aluminium scrap, of which 3,613 tonnes or 10.09 per cent, was imported from the EU. Delve deeper into the recycled aluminium and secondary aluminium market with our World Recycled ALuminium Market Analysis Industry forecast to 2032 Comparing the Q1 volume over the years, a rising streak can be noted in Japan’s aluminium scrap imports from the EU: Q1 2026 – 3,613 tonnes, rising 89 per cent Y-o-Y from the 1,902 tonnes in Q1 2025 Q1 2025 – 1,902 tonnes, rising 40 per cent Y-o-Y from the 1,357 tonnes in Q1 2024 Concurrently, the annual shipment volume from the EU to Japan has witnessed a sharp...
Odisha Police have arrested four members of an alleged interstate scrap theft syndicate accused of stealing around 3.6 kilometres of 11 kV aluminium conductor from an electricity distribution network in Jharsuguda district, highlighting the growing challenge of organised metal theft targeting power infrastructure. The arrests were made by Kolabira Police as part of 'Operation Netra', an ongoing drive against organised property crimes. The accused allegedly operated across state borders, targeting aluminium conductors because of their high scrap value and ease of disposal through informal recycling channels. The accused, Abdul Khyyam (46) of Telibhata, Ashraf Raza (26) of Purunabasti in Jharsuguda, Abdul Rahim (35) of Jharkhand and Ajmail Mir (48) of West Bengal, were arrested following an...
The European Commission has proposed raising the European Union's electrification rate to 46 per cent by 2040, alongside a major overhaul of the European Union Emissions Trading System (EU ETS) backed by more than USD 114.37 billion (EUR 100 billion) in industrial decarbonisation funding. Announced on July 18, 2026, the Electrification Action Plan and the proposed review of the EU ETS are aimed at reducing dependence on imported fossil fuels, lowering electricity costs, strengthening industrial competitiveness and keeping the bloc on track to meet its climate goals. According to the Commission, achieving the proposed electrification target could cut the European Union's annual fossil fuel import bill by around USD 297.29 billion (EUR 260 billion). The proposal will now be considered as...
Today, the most-traded SHFE aluminium contract 2609 closed at RMB 23,010 per tonne, down RMB 270 per tonne, a decline of 1.16 per cent. Trading volume reached 182,000 lots, up 122,000 lots W-o-W, surging significantly as capital fled the market, with bears actively adding positions to drive prices down. Open interest came in at 261,400 lots, up 13,708 lots W-o-W, also rising notably as both bulls and bears entered the fray, though bearish positioning showed greater strength. The VR reading remained above 100, pointing to a high-volume sell-off this cycle, a concentrated release of bearish momentum, and ample downward energy. The medium-term bearish trend remains unchanged, the short-term bounce has ended, and the market has shifted into a pullback after breaking below short-term moving...
Australia-based mining and metals company South32 released its financial report for the June quarter 2026 (Q4) and the FY2026 annual performance, delivering a mixed operational performance across its aluminium portfolio during FY2026. Higher year-on-year production from Brazil Alumina and Brazil Aluminium (despite its weak quarter-on-quarter output) offset softer sales at several operations and the suspension of production at Mozal Aluminium. Worsley Alumina maintained stable production levels. South32 CEO Matt Daley stated, “On 1 July, we announced a step change for South32, with the sale of our aluminium value chain business to Alcoa. Once complete, this sale will unlock significant value for shareholders and reposition South32 as a leading upstream base metals-focused company.” Explore...
