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US primary aluminium market volatility - Production declining, imports trimming, while Strait of Hormuz closure adds to supply disruptions
The US primary aluminium market is navigating a challenging phase as domestic production declines and imports tighten under higher tariffs. With smelter output under pressure and external supply becoming less predictable, concerns around supply stability have intensified. Uncertainty surrounding the Strait of Hormuz, through which a large share of Middle Eastern aluminium exports pass, adds another dimension to an already strained supply environment. Production data from 2025 provides a clear snapshot of how US primary aluminium output has moved over the year. During the first nine months of 2025, domestic production reached 497,000 tonnes, compared with 506,000 tonnes during the same period in 2024, reflecting a 1.8 per cent year-on-year decline. Quarterly figures further illustrate the...
LME aluminium cash offer rises 1.33% to $3,269/t on March 3 as opening stocks fall to 463,550t
LME aluminium prices recorded gains on March 3 compared with March 2, while exchange inventories edged lower and cancelled warrants increased significantly. On March 3, the LME aluminium cash bid price stood at USD 3,267 per tonne, up from USD 3,225.5 per tonne on March 2 - an increase of USD 41.5 per tonne or 1.29 per cent. The cash offer price rose to USD 3,269 per tonne from USD 3,226 per tonne, marking a gain of USD 43 per tonne or 1.33 per cent. The LME aluminium three-month contract also strengthened. The three-month bid price reached USD 3,260 per tonne on March 3, compared with USD 3,232 per tonne a day earlier, reflecting an increase of USD 28 per tonne or 0.87 per cent. Meanwhile, the three-month offer price climbed to USD 3,260.5 per tonne from USD 3,233 per tonne, up USD 27.5...
AMAG financials 2025: Revenue rises on aluminium price strength, earnings impacted by volume and margin pressure
In 2025, AMAG’s performance reflected strong aluminium prices against a backdrop of operational pressure. Revenue increased 2.1 per cent to EUR 1.47 billion, up from EUR 1.44 billion in 2024. The improvement was largely driven by market pricing. The three-month LME aluminium average rose 7.4 per cent to USD 2,639 per tonne, helping to offset the impact of a stronger euro against the US dollar, which moved to 1.13 from 1.08, as well as softer shipment volumes in key segments. Total shipments declined 1.7 per cent to 417,600 tonnes. External shipments fell 2.0 per cent to 382,800 tonnes as lower volumes in the Metal and Casting divisions outweighed stable performance in rolling operations. The European automotive sector remained challenging, shaped by volatile demand, increasing imports and...
2025 Global bauxite production stands at around 480MT - From Weipa to Paragominas, who’s powered the growth?
中文翻译附于新闻末尾，敬请继续阅读。 Bauxite is the primary raw material used to produce alumina and, ultimately, aluminium - a metal essential to modern infrastructure, transport, packaging and clean energy systems. From power transmission lines to electric vehicles and beverage cans, aluminium’s widespread use begins with stable and sufficient bauxite supply. Against this backdrop, the global bauxite market is entering 2026 with firmer fundamentals. AL Circle research estimates global bauxite production at 475–480 million tonnes in 2025, with output projected to rise by 6 per cent year-on-year in 2026. Demand across infrastructure, mobility, packaging and energy transition sectors continues to underpin this rise. To know more about the global primary aluminium industry 2026 outlook, book the report “...
Bauxite to smelters: Environmental penalties, tariff realignments and industrial expansion
The aluminium value chain moved through a week shaped less by routine output numbers and more by structural forces - environmental accountability, resource nationalism, tariff recalibration and fresh capacity ambitions. Across continents, governments and producers alike signalled that aluminium is increasingly tied to policy leverage and economic strategy. Environmental reckoning and resource retention In Western Australia, long-running tensions between environmental authorities and mining operations resurfaced as Alcoa reached a settlement with the Australian Department of the Environment over bauxite extraction in the North Jarrah Forest, south of Perth. The company agreed to pay USD 38.9 million (AUD 55 million) in penalties linked to clearing 2,100 hectares between 2019 and 2025. Of...
Maan Aluminium Q3 FY26 revenue drops to ₹1.5B, capacity expansion and value-add push drive margin roadmap
Image generated by AI for representational purpose Maan Aluminium announced its Q3 FY26 results, with the numbers reflecting a tougher third quarter even as the company continues to reshape its business model. Revenue declined quarter-on-quarter from INR 1.91 billion in Q2 FY26 to INR 1.52 billion in Q3 FY26, reflecting weaker trading volumes and subdued export demand in the December quarter. On a year-on-year basis, revenue was down 6.96 per cent in Q2 and 16 per cent in Q3. EBITDA moderated sequentially from INR 113 million in Q2 to INR 70 million in Q3. While EBITDA had grown 29.89 per cent Y-o-Y in Q2 and 16 per cent Y-o-Y in Q3, the quarter-on-quarter decline reflects lower operating scale. EBITDA margin in Q3 stood at around 5 per cent, with improvements in manufacturing mix and...
LME aluminium cash offer climbs 0.45% to $3121/t on February 26; opening stock falls to 469550t
Image generated by AI for representational purpose Aluminium prices on the London Metal Exchange (LME) moved higher on February 26 compared to the previous session, with both cash and futures contracts registering gains, while exchange inventories declined marginally. The LME aluminium cash bid price rose to USD 3120.5 per tonne on February 26 from USD 3106.5 per tonne on February 25, marking an increase of USD 14 or 0.45 per cent. The cash offer price edged up to USD 3121 per tonne from USD 3107 per tonne, also up USD 14 or 0.45 per cent. The three-month contract followed a similar trend. The LME aluminium 3-month bid price increased to USD 3146 per tonne on February 26 from USD 3131 per tonne on February 25, gaining USD 15 or 0.48 per cent. The 3-month offer price climbed to USD 3147...
From potlines to boardrooms: How women reshaped the aluminium industry in 2025
Image generated by AI for representational purpose The image of leadership in heavy industry is changing. Where blazing potlines and control rooms were once seen as unlikely spaces for women, today they reflect a broader transformation underway across the aluminium sector. From smelters and power units to boardrooms and global institutions, women are steadily shaping operational excellence and strategic direction. On the occasion of International Women’s Day on March 8, 2026, AL Circle is releasing its special edition of e-Magazine “ Women in ALuminium: Real Stories. Real Shifts ” to celebrate the decisive shift in the sector once labelled rigid and male-dominated. The edition looks at the entire value chain - leaders and change-makers, shop-floor experts, HR and IT professionals, sales...
LME aluminium cash offer edges up to $3107/t on February 25, while opening stock holds steady at 471550t
Aluminium prices on the London Metal Exchange (LME) registered gains on February 25 compared to the previous session, with both cash and futures contracts moving higher. The LME aluminium cash bid price increased to USD 3106.5 per tonne on February 25 from USD 3075 per tonne on February 24, marking a rise of 1.02 per cent. The cash offer price climbed to USD 3107 per tonne from USD 3077 per tonne, up 0.97 per cent. In the futures segment, the 3-month bid price advanced to USD 3131 per tonne on February 25 from USD 3101 per tonne on February 24, reflecting a 0.97 per cent increase. The 3-month offer price edged up to USD 3131.5 per tonne from USD 3102 per tonne, also gaining 0.95 per cent. For longer-dated contracts, the December 27 bid price rose to USD 3070 per tonne on February 25...
LME aluminium sees mild price uptick with cash offer at $3,077/t amid 0.42% stock decline
LME aluminium prices recorded a modest increase on February 24 from the previous trading session, even as exchange inventories registered a decline. On February 24, the LME aluminium cash bid price stood at USD 3,075 per tonne, up from USD 3,068 per tonne on February 23 - a rise of 0.23 per cent. The cash offer price increased to USD 3,077 per tonne from USD 3,070 per tonne, marking a 0.23 per cent gain. The 3-month aluminium bid price climbed to USD 3,101 per tonne on February 24 from USD 3,096 per tonne a day earlier, reflecting a 0.16 per cent increase. The 3-month offer price moved up to USD 3,102 per tonne from USD 3,097 per tonne, also registering a 0.16 per cent rise. To know more about the global primary aluminium industry 2026 outlook, book the report “ Global ALuminium Industry...
Trump’s 15% tariff push puts Australia-US partnership to the test
Australia is reassessing its trade position with the United States after President Donald Trump announced plans to impose a new 15 per cent tariff on all imports, a move that could directly affect Australian exporters and test the resilience of a long-standing free trade partnership. The decision follows a US Supreme Court ruling that struck down a sweeping tariff regime introduced in April last year, finding that the President had exceeded his authority in applying the so-called “reciprocal” tariffs on more than 100 countries, including Australia. While the court left intact the sector-specific 50 per cent tariffs on steel and aluminium, it overturned the across-the-board 10 per cent “liberation day” tariff. Within hours of the ruling, President Trump reinstated a baseline 10 per cent...
Impact Minerals achieves first HiPurA alumina delivery to US partner C4V from its Alluminous pilot plant
Impact Minerals has shipped the first significant quantities of HiPurA high purity alumina from its Perth pilot plant to the United States, marking a key milestone in the company’s push into advanced battery materials. The 50 per cent-owned associate Alluminous dispatched approximately 15 kilograms of HiPurA HPA to Charge CCCV LLC (C4V) for initial test work under the Technology Development Agreement signed in December last year . The delivery comes just nine months after Impact invested in the technology, underscoring the speed at which the project has progressed from capital backing to product output. The material will undergo formal testing at C4V’s laboratory and pilot-scale facilities, with the goal of advancing product qualification for downstream lithium-ion battery markets. The...
Reliance hit with rating cuts from JP Morgan, BMO amid aluminium market volatility
Reliance Inc. faced rating cuts from both JP Morgan and BMO Capital Markets after analysts pointed to weakening gross margins and stretched valuation levels. JP Morgan set a December 2026 price target of USD 330, suggesting limited upside from current levels. BMO lowered its target to USD 320, implying a 0.8 per cent total loss when factoring in the company’s 1.5 per cent dividend yield. To learn about the global aluminium outlook, download our report: Global Aluminium Industry Outlook 2026 BMO analyst Katja Jancic noted that Reliance’s gross profit margin during the second half of 2025 fell below the company’s stated sustainable annual range of 29 per cent-31 per cent. She attributed the decline to competitive market conditions, a temporary shift in product mix, and management’s emphasis...
Gramercy alumina refinery files contamination investigation plan following red mud leaks
Image for representational purpose After months of leaks from its red mud containment lakes, Atlantic Alumina’s refinery near Gramercy has submitted a site investigation work plan to the Louisiana Department of Environmental Quality (LDEQ), marking a critical step in addressing environmental violations recorded over the past two years. Filed on January 30, the plan is part of an agreement with regulators following dozens of violations documented by state and federal inspectors. The objective is to determine the extent of contamination caused by unauthorised discharges and runoff of “red mud,” the toxic by-product created when bauxite is refined into alumina. According to the LDEQ inspection report, initial lab analysis of the sludge detected carcinogens including cadmium, chromium and...
Aluminum Dynamics wins final permit for Benson recycling plant amid local opposition and environmental concerns
A long-debated industrial project in Benson has cleared its final regulatory hurdle, but the conversation around it is far from over. Aluminum Dynamics has received the last permit required from the Arizona Department of Environmental Quality (ADEQ), allowing the company to continue construction and eventually operate its aluminum recycling facility in the city. While the approval marks a milestone for the project, it has intensified concerns among local residents and advocacy groups who say their voices have not been adequately heard. To learn about the global aluminium outlook, download our report: Global Aluminium Industry Outlook 2026 Community concerns over air and water Opposition group Health Over Wealth Benson has been vocal throughout the permitting process and is now suing both...
US threatens to leave International Energy Agency over net zero policy
The final day of the International Energy Agency’s ministerial meeting in Paris unfolded against a backdrop of rising tension, as the United States made clear that its continued long-term membership hinges on change. Speaking at the French Institute of International Relations, U.S. Energy Secretary Chris Wright stated that the International Energy Agency would need to reform for the U.S. to remain a long-term member. The message underscored Washington’s dissatisfaction with what it sees as a shift in the agency’s priorities. To know more about the global primary aluminium industry 2026 outlook, book the report “ Global ALuminium Industry Outlook 2026 " Reform or rift? Wright’s criticism centered on the agency’s work around energy transition and net zero pathways, which he suggested have...
As global aluminium consumption heads towards 106.8 MT in 2026, What’s driving the growth - and which region leads the way?
What links electric cars, urban skylines, beverage cans and solar farms stretching across a desert? The answer is aluminium, which is steadily tightening its grip on the modern economy, and the numbers tell a story of consistent, broad-based expansion. Global aluminium consumption in the end user sectors rose from 96.92 million tonnes in 2023 to 100.8 million tonnes in 2024 - a year-on-year increase of about 4.0 per cent. The pace is moderate but firm. Demand is projected to reach 104.01 million tonnes in 2025, up another 3.2 per cent, before climbing to 106.8 million tonnes in 2026, a further 2.7 per cent rise. This is not a short-term spike. It reflects a structural shift driven by transportation, construction and the accelerating green transition that is embedding aluminium deeper into...
Constellium 2025 scorecard: Strong margins and pricing strength drive earnings, with a steady 2026 outlook
Constellium, a global leader in the design and manufacturing of high value-added aluminium products, has reported a strong financial performance for 2025, despite beginning the year amid an unsettled backdrop. At the outset, demand patterns were uneven, tariffs were reshaping pricing dynamics, and several of its end markets were still adjusting to earlier disruptions. As the year progressed, conditions improved. Although volumes did not rise uniformly across segments, the alignment of margins, favourable pricing and disciplined operational execution supported solid results by year-end. For the full year ended December 31, 2025, revenue rose 15 per cent to USD 8.4 billion from USD 7.3 billion in 2024, driven by higher shipments and higher revenue per ton, including higher metal prices. Net...
