AlCircle News Edited By "Aranya Mondal"
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LME aluminium cash offer slips 0.27% to $3,642/t on April 23, while opening stock falls 0.58%
LME aluminium prices softened on April 23 across the curve, with both cash and futures contracts posting marginal declines compared to the previous session, while exchange inventories also edged lower. On April 23, LME aluminium cash bid price stood at USD 3,641.5 per tonne, down 0.23 per cent from USD 3,650 per tonne on April 22. The cash offer price was USD 3,642 per tonne, slipping 0.27 per cent from USD 3,652 per tonne. In the 3-month contract, the bid price fell to USD 3,588 per tonne on April 23, marking a 0.46 per cent decline from USD 3,604.5 per tonne on April 22. The offer price eased to USD 3,590 per tonne, down 0.42 per cent from USD 3,605 per tonne. Further along the curve, the December 2027 contract also weakened. The bid price declined to USD 3,135 per tonne on April 23, a...
Vedanta with demerger in motion, aluminium may unlock next phase of value
Vedanta Limited has already delivered a remarkable run for investors. From its INR 87 delisting price in 2020, the stock has surged nearly tenfold over six years. But with that rally largely behind it, a natural question emerges-is there still more value left to unlock? The market doesn’t seem to agree on the answer. Some investors have started locking in gains, reflected in the stock’s recent decline, with shares falling over 3 per cent on April 23 to INR 733.05 and extending losses to a fourth straight session. The stock is now more than 7 per cent below its 52-week high of INR 794.90, touched on 21 April 2026 following the demerger record date announcement. At the same time, another section of the market believes the story may still have room to run. For the global aluminium...
Reliance Steel & Aluminum tops Q1 estimates as aluminium prices and steel demand rise
Reliance Steel & Aluminum Co. went into its first-quarter results with strong expectations, helped by rising aluminium prices and new government contracts. Analysts had forecast earnings of USD 4.67 per share on revenue of USD 3.92 billion, pointing to solid growth both sequentially and year-on-year. Estimates had also moved higher in recent weeks, reflecting growing confidence as US aluminium premiums surged to record levels due to tight supply and tariffs. The company, with a market value of USD 17.2 billion, had also delivered a stronger-than-expected previous quarter, adding to the positive tone. Even so, while analysts largely rate the stock a Buy, the average price target still sits slightly below its current trading level. Profit growth backed by pricing, margins ease The results...
Top 10 aluminium can recycling countries leading the global circularity race
The aluminium can story today is no longer just about growth-it is about what happens after consumption. The market, valued at USD 55.5 billion in 2023, moved up to USD 58.2 billion in 2024 and is estimated to reach USD 61.5 billion in 2025, with projections pointing to USD 85.6 billion by 2032. At the same time, usage keeps climbing. From about 470 billion aluminium cans in 2024, global consumption is set to touch 510 billion in 2025 and could reach 627 billion by 2030. That steady rise is putting pressure on systems worldwide-not just to produce more, but to recover more. And that is already happening. A group of countries has pushed aluminium can recycling rates beyond 90 per cent, spread across Asia, North America, and South America. Each operates differently, yet the outcome is...
EGA to acquire 80% stake in Italy’s Eco Green, adding to European recycling capacity
Emirates Global Aluminium (EGA) has announced plans to acquire an 80 per cent stake in Italy-based Eco Green, subject to regulatory approvals, as it expands its recycling activities in Europe. Founded in 1993 by the Scappini family, Eco Green is engaged in aluminium scrap collection, sorting, casting and dross processing, handling more than 70,000 tonnes annually. The company supplies over 60 customers across Europe, mainly in aluminium processing and semi-fabrication, with end-use sectors including automotive, construction and other industrial applications. Its scrap sourcing network includes more than 350 suppliers. In Villafranca di Verona, in northeast Italy, Eco Green collects, sorts and distributes around 23,000 tonnes of aluminium scrap each year. Part of this material is...
China hits 201Mt bauxite imports in 2025 as major shifts seen in African regions like Guyana and Sierra Leone
Is China’s aluminium industry gradually finding itself more dependent on overseas suppliers for a critical raw material? That question becomes difficult to ignore when the 2025 numbers come into focus. During the year, China’s bauxite imports climbed to 201 million tonnes, rising from 159 million tonnes in 2024-an increase of about 26.5 per cent-clearly pointing to stronger reliance on external supply chains. China produced around 87 million tonnes of bauxite in 2025, while demand stood in the range of 232.4–278.8 million tonnes. That created a structural gap of around 191 million tonnes, which imports increasingly had to bridge, a trend closely analysed in AL Circle’s Global Bauxite & Alumina Market Forecast to 2036: Supply–Demand, Trade Flows & Price Outlook report. Who really controls...
Brazil attains 34.1B aluminium can sales in 2025, driven by 24% surge in canned water sales
Brazil’s aluminium can story is not about how much it sells, but how much it gets back. For more than 15 years, recycling rates have stayed above 95 per cent, with the system hitting 97.3 per cent in 2024. The country still sits among the global leaders-and that consistency underpins how the entire industry operates. Against this backdrop, volumes have stayed close to record levels. In 2025, sales reached 34.1 billion units, the second-highest on record and just below the 34.8 billion cans sold in 2024. The stability in numbers, however, masks a gradual shift in how demand is evolving. Beer and soft drinks, long the dominant categories, edged down during the year as consumers became more cautious with spending. They still account for the bulk of volumes, but they are no longer driving...
Hugh Hart, former Jamaican minister and attorney, passes away at 96
Hugh Hart, former Jamaican minister and distinguished attorney, has passed away at 96, bringing to a close a long career in public service and law. Prime Minister Andrew Holness noted Hart’s long-standing contribution to public life, highlighting his role in shaping key areas of national development. Hart served in the Senate from 1980 to 1993 and held ministerial roles as Minister of Mining and Energy (1983–1989) and Minister of Tourism (1984–1989), during the tenure of his brother-in-law, Edward Seaga. Holness said Hart “helped to shape important areas of national development” and added that “He also brought strong leadership to several key institutions, supporting growth and stability across critical sectors of our economy,” in a tribute posted on social media. “As an attorney, he was...
If Vietnam holds the highest bauxite reserves, China leads the output - where is Asia’s supply chain anchored?
Asia sits on vast bauxite wealth, yet much of its story remains beneath the surface. Global reserves are estimated at 29-30 billion tonnes, while annual production stands at just about 480 million tonnes, only 1.6-1.7 per cent of the total. Of this reserve base, Asia accounts for roughly 18 per cent. This contrast sets up a key question: if resources are sufficient, what is shaping supply? The imbalance becomes visible the moment reserves are mapped out. Vietnam leads with 3.1 billion tonnes, contributing about 10.7 per cent of global reserves. Indonesia follows closely with 3.0 billion tonnes. India holds 0.65 billion tonnes, largely concentrated in Odisha and Andhra Pradesh, while China-despite its dominance in aluminium industry has just 0.71 billion tonnes. At first glance, the...
Scrap is no longer a backup-it’s becoming central to US aluminium supply
In this exclusive interview, Benjamin Pope, Chief Operating Officer of Sortera Technologies, explains how aluminium scrap is emerging as a reliable pathway for the United States to navigate primary supply risks amid ongoing geopolitical disruptions. He highlights that AI-driven sorting and alloy recovery are unlocking high-quality, specification-grade scrap at scale, easing long-standing constraints in collection, sorting, and material consistency. As aluminium prices and Midwest premiums rise, demand for scrap-particularly in casting and rolling-is set to grow through 2026 and accelerate into 2027 with new rolling mill capacity coming online, reinforcing secondary aluminium as a durable, long-term solution. Ben Pope brings over two decades of experience in the non-ferrous metals...
US alumina imports jump 32% in 2025 as Jamaica’s exports double
In 2025, the US alumina story begins with rising imports-but it quickly reveals a system under strain. US alumina imports surged to 1.77 million tonnes in 2025, up 32 per cent from 1.34 million tonnes in 2024, reversing a marginal 1 per cent dip from 1.36 million tonnes in 2023. It reads like a rebound-but is it really a recovery story, or does it signal a deeper structural shift? The movement through the year adds intrigue. Alumina imports rose consistently through the first three quarters of 2025 before reversing sharply in the final quarter. Volumes reached 439,000 tonnes in Q1, increasing to 466,000 tonnes in Q2, up 6 per cent quarter on quarter, and climbed further to 506,000 tonnes in Q3, marking an 8 per cent rise. However, this upward trajectory broke in Q4, with imports falling...
From Guinea to the Gulf: Policy shifts, alumina surplus and middle east disruptions split the value chain
Over the past two weeks, the aluminium value chain has unfolded in fragments rather than a single, linear move. What starts as policy shifts and price pressure in bauxite moves through a well-supplied alumina market, before ending in a sudden supply shock in primary aluminium. Each layer is reacting to a different trigger-but together, they are reshaping the balance across the system. Bauxite: export controls, price signals and new capacity plans At the upstream end, supply discipline and expansion are moving side by side. Nigeria has stepped forward with plans to build a 1 million tonne alumina refinery, backed by USD 1.3 billion in financing, with expectations of producing 19 million tonnes over 20 years and contributing USD 1.2 billion annually to GDP. The full story is here . At the...
Europe’s 6.8% dross generation from aluminium recycling reflects global standard- how the continent is scaling its recovery efforts
Did you know? Around 7 per cent of black dross is generated from the total volume of recycled aluminium worldwide, and Europe reflects a similar ratio of black dross generation at around 6.83 per cent. Aluminium dross occurs in two forms: black and white. White dross is generated mainly in primary aluminium smelters and during the melting of clean or pre-treated scrap in foundries. It forms when molten aluminium reacts with oxygen during smelting, refining, or casting, creating a residue with relatively high aluminium content. Black dross, by contrast, forms during recycling, particularly where mixed or contaminated scrap is melted. Coatings, oils, and other impurities increase oxidation and slag formation, producing a darker residue with lower aluminium content. On a global scale, dross...
Oil price rebounds after a drop below $100 as Iran accuses US of breaching ceasefire deal
Global oil prices have fallen sharply and stock markets jumped after the US and Iran agreed to a conditional two-week ceasefire deal that includes the reopening of the Strait of Hormuz. The announcement triggered an immediate sell-off in oil markets, with prices slipping below USD 100 per barrel as concerns over prolonged supply disruptions eased. The global benchmark fell as much as 15 per cent to just under USD 92 per barrel before recovering slightly, while US-traded oil dropped to around USD 96 per barrel. Brent crude declined by as much as 16 per cent before stabilising near USD 94 per barrel, and WTI recorded its steepest fall in nearly six years. Lower oil prices also weighed on aluminium, with LME cash bid prices falling 2.24 per cent to USD 3,519 per tonne and offer prices down...
Brazil’s bauxite exports increase by 20% in 2025 even as production remains stagnant at 30–33 Mt
Brazil sits among the world’s five major bauxite players as of 2025-alongside Guinea, Australia, Vietnam and Indonesia-with reserves estimated at around 1.7 billion tonnes. But that hasn’t translated into higher output. Production reached 33 million tonnes in 2025, unchanged from 2024, and has been moving in the same 30–33 million tonnes range for the past five years. This gap between what the country has and what it produces shows in other sector too. In rare earths, Brazil holds 23.3 per cent of global reserves but contributed only 0.01 per cent of output in 2024, pointing to a wider structural issue in the mining sector. Domestic refineries shape bauxite use A large part of the explanation is where the bauxite goes. Much of it stays inside Brazil instead of being exported, feeding the...
Aluminium market at a crossroads: AICE 2026 to decode global shifts in supply, trade and sustainability
中文翻译附于新闻末尾，敬请继续阅读。 The aluminium market isn’t just shifting-it’s being pulled in different directions at once. That is the backdrop against which the AICE 2026 SMM Aluminum Industry Conference & Expo will take place from April 8–10 in Suzhou, China, as the industry navigates shifting supply patterns, evolving pricing structures, and changing trade dynamics. This year’s theme - Global Restructuring of Primary Aluminium: Resource Flows, Low-Carbon Transition, and Market Synergy - comes straight out of what the industry is experiencing on the ground. Multiple disruptions are unfolding at the same time, forcing producers and buyers to rethink how the aluminium value chain will be structured. Abhimanyu Prakash, CEO of AL Circle, a digital platform for the global aluminium ecosystem, will...
LME aluminium offer prices fall 2.2% to $3,505/t as stocks slip 0.62% amid market weakness
Aluminium prices on the London Metal Exchange (LME) declined across the curve on April 2, reflecting a broad-based softening compared to the previous session. The LME aluminium cash bid price fell to USD 3,504.5 per tonne on April 2 from USD 3,583 per tonne on April 1, marking a decline of 2.19 per cent. The cash offer price also dropped to USD 3,505 per tonne from USD 3,583.5 per tonne, down 2.19 per cent day-on-day. Similarly, the 3-month contract registered a notable correction. The bid price decreased to USD 3,424 per tonne from USD 3,523 per tonne, a 2.81 per cent decline, while the offer price slipped to USD 3,425 per tonne from USD 3,525 per tonne, also down 2.84 per cent. Further along the curve, the December 2027 contract weakened as well. The bid price declined to USD 2,945 per...
Market surplus lets alumina price on LME hardly cross $315/t when aluminium soars past $3500/t
At a time when aluminium prices are climbing sharply, alumina - the very raw material that feeds it - is barely moving. This unusual split raises a simple question: why is the input material weakening while the output strengthens? The answer lies in a mix of supply, expansion, demand shifts, and geopolitical shocks that are pulling the two markets apart. The divergence has been clearly visible since late 2025, with both commodities moving in opposite directions and creating an imbalance across the value chain. Alumina price opened 2026 at USD 304 per tonne and briefly touched USD 309.14 in early January, but failed to sustain momentum. Prices stayed confined to a narrow range through the month before softening. By mid-March, they had dropped to USD 300.14 per tonne and eventually settled...
