PV aluminium extrusion: This week, operating rates among sampled PV frame enterprises showed divergence. Some top-tier PV frame enterprises in Anhui and Hebei continued to run at relatively full operating rates; some other small and medium-sized integrated industrial extrusion enterprises reported that, for profitability considerations, they have proactively controlled production and reduced PV frame orders after the holiday, but their PV frame orders are limited, having little impact on the overall PV aluminium extrusion operating rate. From the downstream module side, October module scheduled production is expected to edge up from September, but the growth falls short of expectations, with China's scheduled production increasing by only 1-2 GW, providing limited support for PV-related...
This week, the overseas aluminium market overall remained in the doldrums. Weak demand continued to be the core issue across major markets, with offer prices in Japan, South Korea, Thailand, the US, and China generally under pressure. Trading activity was sluggish, and the tug-of-war between sellers and buyers persisted, with the market lacking clear directional guidance overall. Japan: MJP negotiations continue, market sentiment remains subdued The Japanese market remained relatively quiet this week, with focus still on the progress of Q4 MJP negotiations. Some sellers are still negotiating premiums with buyers, but the two sides have significant differences in price expectations, and negotiations are progressing slowly. As a result, the MJP market remains subdued, with limited spot...
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Metro Mining has raised concerns over Rio Tinto’s proposed acquisition of the Aurukun bauxite project in Cape York, warning that the leases could remain undeveloped under the mining giant’s ownership. Metro Mining Managing Director Simon Wensley mentioned that Rio Tinto already controls a 3.1 billion-tonne bauxite resource on Cape York, enough to suffice for around 75 years of production at current levels. Metro questions another change of hands Speaking at a recent Association of Mining and Exploration Companies meeting in Brisbane, Wensley noted that Rio could land bank the Aurukun leases, following a similar pattern under Glencore, which had held them for 14 years. Metro Mining is seeking to delay the proposed transfer of the leases from Glencore to Rio Tinto. In September, Rio...
Egypt Aluminum stock closed lower on the Egyptian Exchange on October 7, 2026, with shares ending at EGP 339.40 (USD 6.48), down 1.17 per cent from EGP 343.41 (USD 6.55) in the previous session. The stock was 14.08 per cent below its 52-week high of EGP 395.00 (USD 7.54) and 107.53 per cent above its 52-week low of EGP 163.66 (USD 3.12). The company had a market capitalisation of EGP 140.0 billion (USD 2.67 billion). During the session, Egypt Aluminum shares traded between EGP 334.73 (USD 6.39) and EGP 344.99 (USD 6.59), with trading volume at around 307,000 shares, above the stock’s three-month average. The October 7 movement came after Egypt Aluminum reported its fiscal 2026 results on September 20, providing the market with a view of the company’s profitability for the year ended June...
Vietnam’s Lam Dong province is expanding its bauxite-aluminium production chain, with alumina output rising in the first nine months of 2026 and the launch of the country’s first aluminium ingot production at Nhan Co Industrial Park in July. Lam Dong’s industrial production index (IIP) increased 12 per cent in the first nine months of 2026 from the same period last year. The bauxite mining industry grew 19 per cent, while processing and manufacturing increased 19.4 per cent. Alumina production rises as aluminium ingot production begins Alumina production in the province reached an estimated around 1 million tonnes in the first nine months, up 1.7 per cent year on year. Third-quarter production was around 380,000 tonnes, an increase of 9.3 per cent. Vietnam produced its first aluminium...
LME aluminium prices weakened across key contracts on October 7 compared with the previous trading day, while exchange stocks also declined. The cash and three-month prices fell by around 1 per cent, with the December 2027 contract recording a similar decline. On October 7, the LME aluminium cash bid price stood at USD 3,102 per tonne, down 1.02 per cent from USD 3,134 per tonne on October 6. The cash offer price declined to USD 3,102.5 per tonne, down 1.02 per cent from USD 3,134.5 per tonne. The LME aluminium three-month bid price fell to USD 3,112 per tonne on October 7 from USD 3,148 per tonne on October 6, marking a 1.14 per cent decline. The three-month offer price decreased to USD 3,114 per tonne from USD 3,148.5 per tonne, down 1.10 per cent. Explore- Most comprehensive and...
China’s aluminium scrap market lost some momentum in the first half of 2026, with imports falling from a year earlier as higher prices, tighter overseas availability and weaker demand weighed on buying activity. Despite the decline, imports remained above the level recorded two years earlier. China imported 981,000 tonnes of aluminium scrap from the World in H1 2026, down 3.2 per cent from 1 million tonnes in H1 2025. The latest volume was, however, 3.6 per cent higher than the 947,000 tonnes imported in H1 2024. The H1 2026 total comprised 526,000 tonnes in Q1 and 455,000 tonnes in Q2, compared with 507,000 tonnes and 506,000 tonnes, respectively, in H1 2025. Overseas supply becomes a key constraint The weaker import performance came as Chinese buyers faced a less favourable...
Novelis Inc. has produced the first coil on the cold mill at its $5 billion Greenfield aluminum recycling and rolling plant in Bay Minette, Alabama, marking a major commissioning milestone for one of the largest new US aluminum manufacturing investments in decades. The first-coil production moves the facility closer to customer qualification and commercial shipments, which Novelis said remain on track to begin in the second quarter of 2027. All assets required to commence commercial shipments are currently in the commissioning process. Novelis moves toward commercial production The Bay Minette facility is the first fully integrated aluminum recycling and rolling plant built in the United States in more than 40 years. Once fully operational, it will add 600 kilotonnes of annual rolled...
Alumina imports in the United States increased in the first half of 2026 compared with the same period in 2025, although imports fell sharply in the second quarter. Total imports reached 712,000 tonnes in H1 2026, up 2.7 per cent from 693,000 tonnes in H1 2025. The H1 2024 total was 495,000 tonnes. Imports in Q1 2026 reached 446,000 tonnes, up 32 per cent from 337,000 tonnes in Q1 2025. However, imports dropped to 266,000 tonnes in Q2 (a 25 per cent decline) from 356,000 tonnes in the same quarter a year earlier. Brazil remains the largest supplier Brazil remained the largest exporter of alumina to the US during the period covered by the data. Its shipments reached 568,000 tonnes in H1 2026, around 5 per cent increase from 542,000 tonnes in H1 2025. In H1 2024, Brazil supplied 430,000...
Middle East crude exports ended September at roughly their pre-conflict levels and exceeded them on several days, according to Reuters. However, the recovery is far less complete for other Gulf commodities. Diesel and gasoline shipments were running at 58 per cent of pre-conflict volumes, while LNG, fertiliser, aluminium and helium were recovering more slowly. The uneven rebound highlights why crude flows alone do not provide a complete picture of trade through the Strait of Hormuz. For commodities with lower margins, limited routing options or specialised infrastructure requirements, the cost of moving cargoes and repairing damaged facilities continues to weigh on supply. Crude can absorb the cost of moving through Hormuz Supertanker rates for voyages from the Middle East to China...
Jaguar has unveiled the Type 01, the first model built on its new Jaguar Electric Architecture (JEA), and it is not exactly arriving quietly. With 73% aluminum, a 118kWh battery, three electric motors and a rather serious 1,015 horsepower (hp), the new electric grand tourer is Jaguar’s answer to a simple question: what happens when a century-old luxury carmaker decides to start over? The answer, apparently, is a very large piece of aluminum with no rear window. From a gloomy reset to a 1,015-hp comeback The Type 01 is the product of a long and fairly dramatic reset at Jaguar. After years of declining sales, the company ended production of the XE, XF and F-Type in 2024 as it moved towards an all-electric future. By the end of 2025, Jaguar had stopped producing vehicles altogether. To know...
Ma’aden’s aluminium business delivered strong revenue growth in Q2 2026 as higher realised prices lifted the segment, although weaker phosphate and ammonia guidance creates a mixed operating backdrop. Saudi Arabian Mining Company (Ma’aden) saw aluminium revenue rise 49 per cent year on year to USD 1.01 billion in Q2 2026, with realised aluminium prices increasing 51 per cent to USD 3,915 per tonne. Read more about Maaden aluminium revenue jump in Q2 2026 The stronger aluminium performance provides the clearest quantified growth signal in Ma’aden’s latest operating picture. However, revised production guidance for phosphate and ammonia adds a counterweight as investors assess the company’s broader portfolio. Higher aluminium prices drive revenue growth The aluminium division produced...
Brazilian industrial confidence weakened further in September, with deteriorating economic sentiment weighing on the outlook for sectors that consume aluminum, including construction, transportation, packaging, and consumer goods. The Industrial Entrepreneur Confidence Index (ICEI), released by the National Confederation of Industry (CNI), fell to 44.9 points in September from 46.3 in August. The decline marked the 21st consecutive month in which the index remained below the reference line. The downturn reflected weaker assessments of both current business conditions and expectations for the next six months. The current conditions index fell from 42.7 to 40.2 points, while the expectations index declined from 48.1 to 47.2 points. Brazilian economic sentiment weighs on confidence...
Germany does cars, machinery and engineering rather well, and all of that needs a lot of aluminium. So, when three international players put serious money and muscle into the country's aluminium industry, it's worth a look. Together, the three companies offer an interesting snapshot of more recycling, more specialised products, stronger local supply chains and lower-carbon production. Here is who is doing what, and why it matters. EGA: The Gulf giant moving into Hannover Emirates Global Aluminium (EGA) is the world's largest "premium aluminium" producer. It already ships over 600,000 tonnes of primary aluminium to Europe every year, with the automotive and construction industries among its key customers. Then it did something it hadn't done in a decade: it bought a company. That company...
A new 10-inch aluminium extrusion press is now operational at Sharvaya Metals Limited’s Ahilyanagar facility, following its commissioning on October 5, 2026. The new press completes the company’s production process from alloy production to finished components. The new facility allows Sharvaya to serve sectors including defence, aerospace, railways, electric vehicles, and engineering. By handling the full manufacturing process, the company aims to improve production time, quality, and costs for its customers. To know the global production, demand and consumption forecasts of aluminium extrusions, explore our report " The World of Aluminium Extrusions to 2035 " The new line includes an aluminium billet extrusion press and supporting equipment. It has billet heating, online quenching, puller...
The European Union’s (EU’s) Carbon Border Adjustment Mechanism (CBAM) has entered a new phase of scrutiny. In light of the conflict between Russia and the EU, a new World Trade Organisation (WTO) panel was formed on September 25. The debate, initiated in May 2025, puts both the design and implementation of CBAM and aspects of the EU Emissions Trading Scheme (ETS) under the WTO lens, with implications extending beyond the EU-Russia conflict and possibly entering the aluminium trade boundaries. Join the fourth edition of the webinar "Hedging for recyclers - Become an expert in 6 hours" by Jorge Dyszel. Why is Russia challenging the EU-ETS? Russia has challenged the EU’s Emissions Trading Scheme (ETS) over the allocation of free emissions allowances to sectors considered vulnerable to carbon...
Mayville Engineering Company (MEC) plans to invest around $26 million in a metal fabrication facility. The facility is in Thomson, Georgia, USA. The project is expected to create about 140 jobs. MEC also provides aluminum extrusion services. MEC will renovate the existing building at 1048 Superior Way in Thomson for the facility. The renovation and equipment work will take place over the next few years. To know the global production, demand and consumption forecasts of aluminium extrusions, explore our report " The World of Aluminium Extrusions to 2035 " The company will hire staff for management, administration, technical work, operations, maintenance, and quality control. MEC President and CEO Jag Reddy said, “As we continue to grow, so does our need for talented people, and we look...
LME aluminium prices moved higher on October 6 compared with the previous trading day, with cash and three-month prices rising by nearly 1 per cent. The increase came as LME aluminium opening stocks remained unchanged, while live warrants declined and cancelled warrants increased. On October 6, the LME aluminium cash bid price stood at USD 3,134 per tonne, up 0.90 per cent from USD 3,106 per tonne on October 5. The cash offer price stood at USD 3,134.5 per tonne , compared with USD 3,107 per tonne on October 5, marking a 0.89 per cent increase. The LME aluminium three-month bid price rose to USD 3,148 per tonne on October 6 from USD 3,117.5 per tonne on October 5, an increase of 0.98 per cent. The corresponding three-month offer price increased to USD 3,148.5 per tonne from USD 3,118 per...
The European Commission sets the Q3 2026 price of CBAM certificates at EUR 82.32 (USD 92.66), up from EUR 75.28 (USD 84.74) in Q2 and EUR 75.36 (USD 84.83) in Q1, making it the highest quarterly price published so far this year. The Commission calculates CBAM certificate prices based on the weighted average of auction clearing prices for EU Emissions Trading System (EU ETS) allowances. The methodology is designed to align the carbon cost applied to EU producers with that applied to imports covered by the Carbon Border Adjustment Mechanism (CBAM). The Q3 price was published on October 5, 2026, following the end of the quarter. To learn about the market potential of aluminium dross, explore "ALuminium Dross Processing: Generation, Recovery & Strategic Roadmap" CBAM certificate prices rise...
Yamaha Motor Co. Ltd. will progressively replace conventional virgin aluminum with recycled aluminum alloy in its proprietary all-aluminum DiASil Cylinders, marking a move to recycled materials in a high-performance motorcycle component. Once the transition is completed across all products using DiASil Cylinders, targeted for 2030, Yamaha estimates that the switch will reduce CO2 emissions by approximately 47,000 tonnes annually. The transition will initially begin with commuter motorcycle models produced in Indonesia before a planned global rollout. Recycled aluminum meets DiASil requirements The DiASil Cylinder is an all-aluminum cylinder design that requires neither an iron sleeve nor plating. Yamaha Motor developed and deployed the technology in 2002 and uses it across a range of...
