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AL Circle Private Limited | CIN: U72200WB2017PTC221175

Registered Office: Ecospace Business Park, Block 3A, Unit 401A, New Town, Rajarhat, Kolkata, WB 700160

Corporate Office: Ecospace Business Park, Block 3A, Unit 401A, New Town, Rajarhat, Kolkata, WB 700160

© 2026 AL Circle. All rights reserved. AL Circle is not responsible for content from external sources.

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NewsAluminaPage 24
WEEKLY: China alumina extends losses on capacity overhang, even as basis trade lifts physical offtake
08 SEPT 20264MINS
Alumina

WEEKLY: China alumina extends losses on capacity overhang, even as basis trade lifts physical offtake

China's domestic spot alumina prices continued their gradual downward trend last week, with sporadic discounted transactions emerging in the market, based on Mysteel's survey. The pressure was partly contributed by the persistent expectation of fresh supply coming online in southern China, leaving...

Rusal looks to Indonesia for bauxite and alumina supply for aluminium production
08 SEPT 20262MINS
Alumina

Rusal looks to Indonesia for bauxite and alumina supply for aluminium production

Russian aluminium producer Rusal is working on plans to build a bauxite and alumina complex in Indonesia as it looks to strengthen its raw material supply for aluminium production. The company mentioned that the Indonesian project is part of its “ diversification strategy in the Pacific region ”....

07 SEPT 20263MINS
Alumina

Impact Minerals plans staged 4,000-tpa HPA production in US

A NewPro study supports a staged 2,000-to-4,000-tonne-per-year high-purity alumina plant on the US Gulf Coast, with a post-tax NPV of about USD373 million and a 42.3 per cent IRR. Impact Minerals is advancing plans for a modular high-purity alumina (HPA) plant in the US after an independent scoping...


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The loose supply of alumina remains unchanged, but futures disturbances intensify, and alumina prices enter a volatile period
03 JUL 20253MINS

The loose supply of alumina remains unchanged, but futures disturbances intensify, and alumina prices enter a volatile period

As of Thursday, this week, the SMM alumina index stood at RMB 3,112.73 per tonne, down RMB 11.94 per tonne from Thursday last week. In Shandong, prices were reported at RMB 3,050-3,110 per tonne, down RMB 15 per tonne from Thursday last week; in Henan, prices were at RMB 3,080-3,120 per tonne,...

China’s aluminium push in Indonesia faces naval land objections
02 JUL 20253MINS

China’s aluminium push in Indonesia faces naval land objections

The Indonesian Navy has expressed strong objections to the planned USD 4.9 billion alumina refinery on Singkep Island in Indonesia’s Riau Islands province. Image for referential purposes only The project is being developed by China’s Tianshan Aluminium through its local subsidiary, Tianshan Alumina...

Brimstone advances first US alumina plant in 50 Years to boost aluminium supply chain
01 JUL 20253MINS

Brimstone advances first US alumina plant in 50 Years to boost aluminium supply chain

California-based Brimstone is advancing plans to establish the first alumina refinery in the US in more than five decades, which is a major step toward restoring the domestic aluminium supply chain. The company has signed a letter of intent with Oklahoma’s Dolese Bros. Co . to supply raw material...

In June, the operating capacity of alumina rebounded by 3.14% M-o-M; In July, the operating capacity is expected to be largely stable
01 JUL 20252MINS

In June, the operating capacity of alumina rebounded by 3.14% M-o-M; In July, the operating capacity is expected to be largely stable

According to SMM data, China's metallurgical-grade alumina production in June 2025 (30 days) decreased by 0.19 per cent M-o-M and increased by 6.1 per cent Y-o-Y. As of the end of June, China's existing capacity for metallurgical-grade alumina was approximately 110.82 million tonnes, with actual...

Hindalco becomes the first Indian firm to enter the low soda tabular alumina market with 100% equity stake in AluChem
25 JUN 20253MINS

Hindalco becomes the first Indian firm to enter the low soda tabular alumina market with 100% equity stake in AluChem

Hindalco Industries Limited, the metals flagship of the Aditya Birla Group, has announced the acquisition of a 100 per cent equity stake in US-based AluChem Companies, a leading producer of speciality alumina, for an enterprise value of USD 125 million. The deal will be executed through Aditya...

Impact Minerals PFS confirms Lake Hope as world-leading low-cost HPA project with vertical integration on the horizon
24 JUN 20254MINS

Impact Minerals PFS confirms Lake Hope as world-leading low-cost HPA project with vertical integration on the horizon

Impact Minerals has unveiled the latest progress report of its transformative pre-feasibility study (PFS) for its Lake Hope High Purity Alumina (HPA) project in Western Australia, positioning itself as a potential global cost leader in the burgeoning battery and tech-grade alumina sector. Managing...

SMM Field Trip to Indonesia's aluminum industry: Fourth stop - Antam Tbk - UBP Bauksit Tayan
24 JUN 20252MINS

SMM Field Trip to Indonesia's aluminum industry: Fourth stop - Antam Tbk - UBP Bauksit Tayan

On June 9, 2025, Ju Anran, Senior Manager of SMM's Aluminum Division, and Liu Xinyi, Analyst of SMM's Aluminum Division, led a delegation on a field trip to visit Indonesia Chemical Alumina (ICA), a bauxite mine and chemical-grade alumina refinery owned by PT Aneka Tambang Tbk (Antam) in Indonesia....

US alumina imports surge as domestic output falters — a sign of growing reliance?
23 JUN 20254MINS

US alumina imports surge as domestic output falters — a sign of growing reliance?

While bauxite imports to the United States show a steady course, alumina tells a different story. In the first quarter of 2025, US alumina imports reached 439,000 tonnes, marking a significant uptick both year-on-year and quarter-on-quarter. The data revealed a 24.7 per cent rise from the previous...

Alumina imports are expected to flow into China in June
22 JUN 20252MINS

Alumina imports are expected to flow into China in June

In May 2025, China exported 207,800 tonnes of alumina, up 104.6 per cent Y-o-Y; imported 67,500 tonnes of alumina, down 26.3 per cent Y-o-Y; and had a net import of -140,300 tonnes of alumina in May. From January to May 2025, China's cumulative imports of alumina reached 167,000 tonnes, down 85.4...

Why alumina is left out: A study unpacks the logic behind CBAM exclusion
19 JUN 20254MINS

Why alumina is left out: A study unpacks the logic behind CBAM exclusion

The European Union’s hallmark policy in the view of equitable trade and environment protection—the Carbon Border Adjustment Mechanism (CBAM)—seems fair on the surface, as long as its framework remains focused on preventing carbon leakage and blocking the influx of cheap, high-emission goods into...

Atlas Metals Group signals reverse takeover of UPSA, shares surge on strategic pivot towards pozzolanic silica alumina
19 JUN 20252MINS

Atlas Metals Group signals reverse takeover of UPSA, shares surge on strategic pivot towards pozzolanic silica alumina

Early deals of Atlas Metals Group (AMG) plc reached 90 per cent after it announced Universal Pozzolanic Silica Alumina (UPSA) Ltd’s acquisition. The act is deemed to be a reverse takeover. The acquisition will be via an all-share offer, for which no figure has yet been disclosed. The proposal to...

Impact Minerals advances low-cost high purity alumina project in Western Australia
18 JUN 20252MINS

Impact Minerals advances low-cost high purity alumina project in Western Australia

Impact Minerals appears poised to advance a major low-cost High Purity Alumina (HPA) project, following promising findings from a pre-feasibility study on its Lake Hope venture in Western Australia. The study suggests the project could rank among the world’s most cost-effective HPA producers....

The spot market is relatively calm. Short-term spot alumina prices are expected to continue their downward trend
18 JUN 20253MINS

The spot market is relatively calm. Short-term spot alumina prices are expected to continue their downward trend

Futures Market: Overnight, the most-traded alumina 2509 contract opened at RMB 2,860 per tonne, with a high of RMB 2,898 per tonne, a low of RMB 2,855 per tonne and closed at RMB 2,896 per tonne, up RMB 41 per tonne or 1.45 per cent. Open interest stood at 301,000 lots. Ore: As of June 17, the SMM...

Alumina operating capacity rebounds, spot prices expected to pull back under pressure
16 JUN 20254MINS

Alumina operating capacity rebounds, spot prices expected to pull back under pressure

Futures Market: Overnight, the most-traded ag2509 alumina futures contract opened at RMB 2,850 per tonne, with a high of RMB 2,864 per tonne, a low of RMB 2,838 per tonne and closed at RMB 2,852 per tonne, down RMB 32 per tonne or 1.11 per cent from the previous close, with open interest at 304,000...

Alumina operating capacity further rebounds; alumina prices may pull back amid loose supply
13 JUN 20253MINS

Alumina operating capacity further rebounds; alumina prices may pull back amid loose supply

Futures Market: Overnight, the most-traded alumina 2509 contract opened at RMB 2,890 per tonne, with a high of RMB 2,896 per tonne, a low of RMB 2,833 per tonne, and closed at RMB 2,837 per tonne, down RMB 58 per tonne or 2.00 per cent, with open interest at 310,000 lots. Ore Market: As of June 12,...

India’s refractory industry at the forefront of rapid economic growth in the region
12 JUN 20254MINS

India’s refractory industry at the forefront of rapid economic growth in the region

India's refractory sector is on a transformative growth trajectory, fueled by rapid industrialisation, surging steel production, and an ambitious “Make in India” agenda. At the forefront of this momentum stands Almatis, reinforcing its legacy as a global leader in specialty alumina with its...

Africa & Asia’s alumina production growth persists - April sees 4.5% jump with Indonesia a key driver
11 JUN 20254MINS

Africa & Asia’s alumina production growth persists - April sees 4.5% jump with Indonesia a key driver

In April 2025, while most countries and regions witnessed a month-on-month decline in alumina production, there was one region that stood out as an exception and that was Africa & Asia (ex-China). According to the International Aluminium Institute, alumina production in Africa & Asia (ex-China)...

The price of imported alumina shifted from profit to loss, and the import window closed: SMM
10 JUN 20253MINS

The price of imported alumina shifted from profit to loss, and the import window closed: SMM

Futures Market: Overnight, the most-traded alumina 2509 futures contract opened at RMB 2,906 per tonne, with a high of RMB 2,907 per tonne, a low of RMB 2,880 per tonne, and closed at RMB 2,883 per tonne, down RMB 9 per tonne or 0.31 per cent, with open interest at 300,000 lots. Image for...

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