
India’s aluminium beverage-can industry has fallen around 300 million cans short of its planned additional production, as rising demand and supply constraints continue to challenge domestic manufacturers. The government has extended the mandatory Bureau of Indian Standards (BIS) certification deadline for aluminium beverage cans to 2027, giving manufacturers more time to expand production and secure packaging supplies ahead of the summer season. The revised deadlines, notified last week according to an industry executive cited by The Economic Times, replace the earlier October 31 deadline. Large enterprises must comply from April 1, 2027, small enterprises from July 1, 2027, and micro enterprises from October 1, 2027. The extension comes as beverage brands, including Diet Coke and some...
The US aluminum industry is placing renewed emphasis on workforce safety, domestic production, and material recovery, with the Aluminum Association’s sold-out Casthouse Safety Workshop in Charlotte, North Carolina, highlighting the importance of safe molten aluminum handling. The program trained more than 120 industry workers and has been running for over 30 years, with the Association describing it as a global benchmark for casthouse operators and supervisors. The workshop comes as the industry continues to focus on strengthening domestic manufacturing capabilities and supply chains. Alongside workforce training, the Aluminum Association has called for bipartisan permitting reform to accelerate investment in US aluminum production, arguing that faster approvals could help unlock the...
Grow with
AL Circle

Rising aluminium prices are creating new opportunities for recycling and waste-sorting startups as global supply disruptions tighten the market. Aluminium prices have climbed sharply in recent months after conflict in the Gulf region disrupted supply from one of the world’s largest aluminium-producing hubs. Around 10 per cent of global aluminium production comes from the Gulf region, and the supply uncertainty has pushed aluminium prices to some of the highest levels seen in decades. The situation has also renewed interest in aluminium recycling, especially in the United States, where a significant share of aluminium demand is supplied from recycled material. Amp and Sortera are among the few companies that are using AI systems to improve aluminium recovery from waste streams. According...

Guinea is expected to introduce reforms next month aimed at restricting bauxite exports after a surge in supply pushed global prices sharply lower. According to reports, Guinea’s bauxite shipments rose around 25 per cent to 183 million tonnes in 2025, with export growth continuing to accelerate during the first quarter of 2026. The country currently accounts for more than one-third of global bauxite production and remains one of the world’s most important suppliers of the ore used to make aluminium. Mining and geology minister Bouna Sylla said the sharp increase in exports contributed to a near 50 per cent drop in bauxite prices from peak levels recorded early last year. Sylla said the government wants to regulate export volumes in order to stabilise prices and prevent supply from...

Restoration of the flood-affected plant of Novelis located in Sierre, Switzerland, by the Swedish-Swiss technology firm ABB, is an example of industrial resilience. Operations at the Swiss plant were restored within 60 days after sustaining severe weather damage from a flood, threatening the plant’s automotive aluminium supply chains. Novelis’ Sierra plant faces the flood Torrential rainfall and melting snow led to major flooding across the Sierre district in western Switzerland in June 2024. As a result, the Sierre plant or the integrated aluminium production facility of Novelis, processing over 200,000 tonnes of aluminium annually and supplying high-quality aluminium sheet products to automotive manufacturers, was severely affected by the floodwaters. Hence, with the primary...

Hindalco Industries closed FY26 with its highest-ever consolidated revenue and EBITDA, but the profit numbers surfaced through the performance report tells a different tale. Consolidated revenue from operations rose 15.28 per cent year-on-year to INR 2.75 trillion, while consolidated EBITDA climbed 7.33 per cent to a record INR 380.97 billion. Yet reported profit after tax fell 16.32 per cent to INR 133.91 billion from INR 160 billion a year ago, after the company absorbed exceptional losses linked largely to the Oswego plant fires at Novelis. The divergence between operational earnings and net profitability defined Hindalco’s FY26. India operations across aluminium upstream, downstream and copper delivered record or near-record performances, while Novelis faced one of its most...

India’s bauxite industry is entering a new phase of expansion as domestic production and imports rise simultaneously. The country produced around 25 million tonnes of bauxite in 2025, slightly higher than the 24 million tonnes recorded in 2024. However, despite increasing domestic mining activity, imports also surged sharply to nearly 4.9 million tonnes from 4.1 million tonnes a year earlier, marking year-on-year growth of around 20 per cent. The trend points to a larger structural shift unfolding in India’s aluminium sector. As refinery capacities continue expanding, aluminium producers are increasingly prioritising stable and high-grade bauxite supplies for long-term operations, making imported ore important alongside domestic production. India currently produces around 9.5 million...

Hindalco Industries said its aluminium exports to Japan, South Korea and Taiwan have risen marginally after the West Asia conflict disrupted regional aluminium supply and pushed prices higher globally. According to the company, nearly 70 per cent of its aluminium output is consumed in the domestic Indian market, while exports account for around 25 to 30 per cent of total sales. Managing director Satish Pai said the company does not export aluminium directly to the Middle East, since the region itself has traditionally been a major aluminium exporter. However, he noted that the disruption of roughly 2.5 million tonnes of Middle Eastern aluminium supply has tightened the market and contributed to stronger aluminium prices internationally. Pai added that around 90 per cent of Hindalco’s...

ABx Group Limited has outlined new developments across its resource and technology operations after hosting representatives from the Australian Aluminium Council at its ALCORE Technology Centre in Tasmania. The visit placed attention on the company’s work to recover useful fluorine chemicals from waste generated by aluminium smelters, an area ABx believes could become increasingly important as industries look for cleaner production methods. Much of the discussion centred on the pilot plant being developed at Bell Bay. Rather than treating smelter by-products as disposal material, the company is attempting to process them into industrial chemicals with commercial value. The project reflects a broader shift within the resources sector towards recycling waste streams and improving...

Samsung is reportedly aiming to blend aluminium with titanium in a new hybrid smartphone frame. The objective is to combine the former’s thermal efficiency and superior heat dissipation properties with the latter’s durability and scratch resistance in Samsung’s future foldable device lineup. The initiative marks a fresh approach to smartphone metallurgy as manufacturers are focusing attention on premium materials to differentiate high-end models. According to details forwarded by tipster Schrödinger on Telegram, Samsung’s proposed “dual-phase” frame design would feature a fusion of “an outer titanium shield with an inner Aero-grade aluminium core.” The outer titanium shell is expected to provide rigidity and a premium finish, while the aluminium interior would optimise efficiency ,...

Shares of Brazilian Rare Earths climbed 8.7 per cent after the company advanced plans to demerge its Amargosa Bauxite-Gallium Project into a standalone ASX-listed entity, Alurion Resources Limited . The restructuring is designed to sharpen Brazilian Rare Earths’ focus on rare earth development while allowing shareholders exposure to a separate bauxite and critical minerals growth platform. Under the proposed arrangement announced earlier in 2026, the Amargosa asset, currently fully owned by Brazilian Rare Earths, will be transferred to Alurion Resources. Existing BRE shareholders are expected to receive Alurion shares through an in-specie distribution, while BRE will retain a minority interest in the new company. Explore the relevance of red mud in the sustainable aluminium industry in A...

Vedanta Limited delivered its strongest-ever financial performance in FY26, propelled by record earnings across its core businesses, particularly the segments of Aluminium, Oil & Gas and Power. Higher commodity and LME aluminium prices , operational optimisation, production ramp-ups and robust volumes helped the diversified natural resources major report historic highs in revenue, EBITDA and profit after tax, while also strengthening its balance sheet ahead of the company’s demerger that became effective from May 1, 2026. FY26: Financials snapshot Vedanta posted strong financial figures for the year as well as the January-March quarter (Q4), representing significant gains year-on-year over the financial outcome of FY25 . Annual revenue of INR 1,740.75 billion (USD 18.27 billion) for FY26...

Western Yilgarn said re-assaying work at its Cardea 1 project in Western Australia’s Darling Range has confirmed shallow gallium mineralisation across multiple target zones. The company believes the results strengthen the project’s potential as both a bauxite and critical minerals asset while also supporting future resource definition and expansion drilling. According to the company, re-assays from 161 vacuum drill holes identified several zones of shallow gallium mineralisation from surface down to depths of around 7 metres. Peak gallium oxide values reportedly exceeded 140 parts per million, while some of the stronger shallow drilling intersections returned grades above 80 to 100 ppm over thicknesses of around two to four metres. Western Yilgarn said the mineralisation appears laterally...

MMP Industries Limited has reported a strong performance for the fourth quarter of FY26, recording growth in revenue, operating profit and net earnings on both a quarterly and yearly basis. The company, which manufactures aluminium powder, aluminium pastes and atomised powders for industries including construction, infrastructure, defence and industrial manufacturing, also announced a maiden final MMP Industries currently has a market capitalisation of around INR 70.6 million (USD 82.4 million), while its stock was trading near INR 279 (USD 3.26) per share. During Q4 FY26, revenue from operations rose around 23 per cent quarter-on-quarter to INR 2.5 billion (USD 29.2 million), compared with INR 2.03 billion (USD 23.7 million) in Q3 FY26. On a yearly basis, revenue increased nearly 12 per...

Press Metal Aluminium Holdings is expected to enter a stronger earnings phase as higher aluminium prices and easing raw material costs support profit growth in the coming quarters, according to RHB Research. RHB maintained its “Buy” recommendation on Press Metal with an unchanged target price of RM10.50 (USD 2.66), implying about 18 per cent upside from current levels. The brokerage said the company is benefiting from stronger aluminium prices and softer alumina costs, which could support earnings through FY2026. Press Metal Aluminium Holdings is scheduled to announce first-quarter FY2026 results on May 28. Analysts expect net profit in the range of RM650 million to RM720 million (USD 164.45 million to USD 182.15 million). That would represent a 5 to 15 per cent increase from the previous...

Kaiser Aluminum Corporation, a US-based producer of semi-fabricated aluminium products, saw changes in shareholder holdings during the fourth quarter, with Systematic Financial Management LP reducing its stake by 2.2 per cent, according to its latest filing with the US Securities and Exchange Commission (SEC). The investment firm held 258,210 shares in Kaiser Aluminum at the end of the quarter after selling 5,791 shares. The holding was valued at about USD 29.66 million and represented approximately 1.59 per cent ownership in the company. Several other institutional investors also reported changes in their holdings. Vanguard Group increased its position by 0.3 per cent in the fourth quarter and held 2,117,791 shares valued at USD 243.25 million after purchasing an additional 5,823 shares....

Texmaco Rail & Engineering has received a letter of award worth INR 285.8 million (USD 3 million) from Vedanta Aluminium for the supply of one BTAP alumina transportation rake along with one brake van or guard vehicle. The company said the contract value includes taxes and will be executed within six months from the date of the Notice to Proceed. To know the long-term bauxite market forecast, book our report: “ Global Bauxite & Alumina Market Forecast to 2036: Supply–Demand, Trade Flows & Price Outlook ” Texmaco also clarified that neither its promoters nor promoter group entities have any interest in the awarding company, and the contract does not fall under related-party transactions. The latest order follows another contract awarded earlier by Vedanta Aluminium worth INR 571.5 million...

Norsk Hydro has remained in focus after releasing recent quarterly results and updating investors on dividends, spending plans and market conditions.The company is still dealing with a mix of weaker aluminium prices, unstable energy costs and uneven industrial demand, while at the same time trying to strengthen its position in low-carbon aluminium and recycling. Norsk Hydro is one of the few aluminium companies that operates across almost the full chain of production. Its business includes bauxite mining, alumina refining, primary aluminium production, extrusion, rolling products and recycling operations. A big advantage for the company is its hydropower business in Norway. The electricity generated there supports its smelting operations and also helps Hydro market itself as a...

A high-level delegation from the Lao National Assembly visited Xekong province on May 23 to review progress on the Dakcheung bauxite and alumina development project, one of the largest industrial ventures currently underway in southern Laos. The delegation was headed by Sounthone Xayachak, who travelled to Dakcheung district to assess the implementation of the project being developed by Viet Phuong Group. The large-scale initiative forms part of the broader economic, scientific, and technical cooperation framework agreed between the governments of Laos and Vietnam. During the visit, project representatives outlined both the industrial scope of the development and its intended contribution to the region’s long-term growth. Speaking on behalf of the investor, Dinh Xuan Hoang explained that...

The Ministry of New and Renewable Energy (MNRE) has revised the approved material list for module mounting structures (MMS) used in residential rooftop solar systems under the ‘PM Surya Ghar: Muft Bijli Yojana’ (Prime Minister’s free electricity scheme). Among the latest additions is Zinc Aluminium Magnesium (ZAM) alloy, which can now be used alongside galvanised iron, aluminium, hot-dip galvanised mild steel, and conventional mild steel for the fabrication of these structures. The change was introduced through an official memorandum issued by the ministry after repeated representations from industry stakeholders. Recommendations and technical feedback from the National Institute of Solar Energy (NISE) also played a role in the decision-making process. The amendment applies to the...