AlCircle News Edited By "Anton Zaytsev"
Anton Zaytsev is an independent advisor in mining and non-ferrous metals, with 16 years owner-side at RUSAL, Nornickel and UMMC — including project director on a $550M CapEx program. Co-author of 7 patents in aluminium alloys.
When South32 agreed at the start of July to sell almost its entire aluminium value chain to Alcoa for up to USD 5.6 billion, the instinctive read was that a diversified miner had blinked and walked away from aluminium. The sharper question is the one the market keeps misframing: did South32 sell at...
The installed base of potlines is ageing, and the market is tight. LME aluminium touched a four-year high above USD 3,300 per tonne in early 2026, idle Western capacity is being studied for restart, and every controlled shutdown on the map is running under cost and schedule pressure. So teams plan...
