AlCircle News Edited By "Aranya Mondal"
Aranya Mondal is a content writer with two years of professional experience in business writing, technical writing, web content, editing, and research. She handles content creation and editing for online and offline channels to support brand growth and global engagement.
NALCO’s profit soars 35%, backed by strong production and robust market demand
NALCO has had a strong FY 2025–26 so far. In the quarter ending September 2025, the company’s net profit shot up by 35 per cent, reaching INR 1,433 crore (USD 161.5 million), compared to INR 1,062 crore (USD 119.7 million) during the same quarter last year. Image for representational purpose Total income from operations also moved up to INR 4,292 crore (USD 484 million), showing 7.2 per cent growth over Q2 FY 2024–25, as noted in the Board meeting held in Bhubaneswar. The first half of the financial year looks even better. NALCO’s net profit for H1 climbed to INR 2,497 crore (USD 281.5 million), a 50.15 per cent jump over the INR 1,663 crore (USD 187.5 million) recorded in the previous year’s first half. On the production side, the company has been hitting new peaks. Alumina Hydrate...
LME aluminium cash offer eases to $2,841/t as opening stock edges up to 549,225t
LME aluminium prices edged lower on November 7 across spot, 3-month and December contracts, while stocks and live warrants posted marginal increases day-on-day. The LME aluminium cash bid price slipped to USD 2,840 per tonne on November 7 from USD 2,861 per tonne on November 6 — a decline of 0.73 per cent. The cash offer eased to USD 2,841 per tonne from USD 2,861.50 per tonne, down 0.72 per cent. The 3-month bid dropped to USD 2,851 per tonne, compared with USD 2,871 per tonne a day earlier, a decrease of 0.70 per cent. The 3-month offer fell to USD 2,851.50 per tonne from USD 2,872 per tonne, down 0.71 per cent. The December 26 contract also softened, with the bid down to USD 2,878 per tonne versus USD 2,893 per tonne — a 0.52 per cent decline. The offer moved to USD 2,883 per tonne...
Guinea’s red earth rolls on: Bauxite exports race toward 200MT in 2026
The red soils of Guinea are continuously drawing the world’s gaze with their mining power. As 2026 nears, the country’s bauxite sector remains on a record-setting path, reshaping its role in global supply chains. In the first three months of 2025, Guinea exported 48.6 million tonnes of bauxite — nearly 40 per cent more than in the same period a year before. Mines ran at full capacity, and long-awaited port expansions finally began to show results, easing the delays that once choked exports. By the end of September, total shipments reached 139.21 million tonnes. That included 99.8 million tonnes in the first half and 39.41 million tonnes in the third quarter — about a 23 per cent increase year-on-year. To hit the 199 million tonne goal for the full year, producers needed to move roughly...
Metro Mining ships 735,000 WMT in October, keeps 2025 output target in sight
After several strong months of production, Metro Mining Limited saw a modest slowdown in October, shipping 735,000 wet metric tonnes (WMT) of bauxite from its Bauxite Hills Operation in northern Queensland. Image source: Metro Mining To know more about the global bauxite industry, read “ A Comprehensive Analysis of Bauxite Residue - Red Mud ” The number was about 5.5 per cent lower than September’s 779,000 WMT , yet overall volumes for the year have climbed to 4.84 million WMT, leaving the miner on track to meet its 2025 goal. A short spell of maintenance work briefly affected output. Metro said operations were interrupted for around five days, including a mechanical issue at the barge loading facility. A bolted joint failure on the extendable boom halted loading for roughly four days,...
Will a 15% customs duty strengthen India’s domestic aluminium industry and curb import pressure?
The proposed 15 per cent customs duty on aluminium and its downstream products is set to bring a new outlook to India’s aluminium sector, reshaping its trade dynamics and strengthening domestic resilience. In FY 2024–25, India’s aluminium production capacity, including downstream products, stood at 6.4 million tonnes, while domestic demand was 4.9 million tonnes — clearly showing that India can comfortably meet its own requirements and export the surplus. The country also exported 2.23 million tonnes of aluminium and downstream products during the fiscal year. However, despite this surplus, India imported around 3 million tonnes of aluminium — including primary, alloyed, unwrought, and fabricated forms. These imports, largely from China and Gulf-based producers, are not driven by a...
LME aluminium cash offer slips to $2,853/t as opening stocks ease to 552,575t
Aluminium prices on the London Metal Exchange (LME) moved lower on November 4, marking a modest decline across cash, three-month, and forward contracts. The cash bid price fell 1.71 per cent to USD 2,852.50 per tonne, while the cash offer eased 1.72 per cent to USD 2,853 per tonne, compared with the previous day’s USD 2,902 per tonne and USD 2,903 per tonne respectively. The three-month bid price declined 1.58 per cent to USD 2,860.50 per tonne, and the three-month offer edged down 1.57 per cent to USD 2,861.50 per tonne. For forward contracts, the December 26 bid was USD 2,878 per tonne, and the offer stood at USD 2,883 per tonne, both down around 1.37 per cent from USD 2,918 per cent and USD 2,923 per tonne respectively. The LME aluminium three-month Asian Reference Price was quoted at...
How submarine cables are connecting Africa and the world beneath the waves
Below the ocean’s surface lies one of the world’s most important but least visible infrastructures — a vast network of fiber-optic cables stretching more than 1.48 million kilometres across the seabed as of early 2025. These undersea lines carry close to 99 per cent of all global data traffic, forming the foundation of the digital economy. Every time someone makes a video call, sends a message, or completes an online transaction, that data races through this hidden network that silently binds continents together. Laid far beneath the waves, these cables have become the arteries of the modern world — fast, resilient, and absolutely indispensable. The invisible road of the internet Submarine cables send data as light signals through thin glass fibres, carrying enormous amounts of...
Tariff turmoil: US push for self-reliance triggers a global rewire of medical supply chains
The United States’ tariff overhaul in 2025 has reshaped the landscape of the global medical equipment industry. What was intended to revive domestic manufacturing and lessen reliance on foreign suppliers has instead caused widespread disruption — pushing up hospital costs, straining supply chains, and forcing manufacturers to reconsider their global production strategies. Tariffs stretch across major partners The new framework, introduced on April 2, 2025, imposed a 10 per cent duty on nearly all imports, covering medical consumables, diagnostic equipment, and manufacturing machinery. The move ended decades of largely duty-free trade with long-standing partners such as the European Union. China remains the biggest target. Its medical exports to the US are now hit with tariffs of up to 245...
LME aluminium cash price rises 2.1% to $2,884.5/t with opening stocks up 21%
London Metal Exchange (LME) aluminium prices strengthened on October 31, supported by higher market activity and a sharp rise in exchange inventories. The LME aluminium cash bid rose 2.11 per cent to USD 2,884.5 per tonne, while the cash offer gained 2.09 per cent to USD 2,885 per tonne, compared to USD 2,825 per tonne and USD 2,826 per tonne on October 30. The three-month contract also firmed, with the bid up 1.21 per cent to USD 2,880 per tonne and the offer up 1.26 per cent to USD 2,882 per tonne from USD 2,845.5 per tonne and USD 2,846 per tonne respectively. For forward trades, the December 26 bid climbed 1.40 per cent to USD 2,902 per tonne, while the offer advanced by the same margin to USD 2,907 per tonne, compared to USD 2,862 per tonne and USD 2,867 per tonne a day earlier. The...
Vedanta Q2 FY26 results show 59% drop in net profit while revenue rises 5.9% and EBITDA reaches record high
Vedanta Ltd., released its consolidated results for the second quarter of FY26 on October 31, 2025, highlighting strong operational growth and record performance across major business segments, though the profit declined sharply year-on-year. The company’s consolidated net profit stood at INR 1,798 crore (USD 202.5 million), down 59 per cent from INR 4,352 crore (USD 490 million) in the same quarter last year. The fall was largely due to a loss of INR 2,067 crore (USD 232.8 million), compared with gains of INR 1,868 crore (USD 210 million) in Q2 FY25. Revenue, however, rose to INR 39,868 crore (USD 4.49 billion), up 5.9 per cent from INR 37,634 crore (USD 4.2 billion) a year ago. EBITDA for the quarter also reached a record INR 11,612 crore (USD 1.3 billion), marking a 12 per cent...
Trump–Xi Jinping new deal eases tariffs, secures rare earth supply to stabilise global trade
US President Donald Trump and Chinese President Xi Jinping have agreed to trim tariffs and maintain the flow of rare earth exports from China, marking a temporary easing of trade tensions between the two economic powers. The understanding was reached during their meeting in Busan, South Korean — their first face-to-face talks since 2019 — at the conclusion of Trump’s Asia tour. According to Beijing’s commerce ministry, China will pause newly announced export controls on rare earth elements for one year. These minerals are critical for manufacturing electric vehicles, aircraft, electronics, and defense systems. Trump said tariffs on Chinese imports would be reduced to 47 per cent from 57 per cent, partly by halving duties linked to trade in fentanyl precursor chemicals. He described the...
Trump’s new tariffs on MHD vehicles accelerate US domestic output
The Trump Administration has expanded the scope of US trade protection measures, introducing new Section 232 tariffs on medium- and heavy-duty vehicles (MHDVs), including trucks, buses, and related components. According to the US Department of Commerce, the decision addresses national security concerns arising from increasing import dependence in these critical industries. The administration concluded that reliance on foreign suppliers has weakened domestic manufacturing capacity essential for military logistics, emergency response, law enforcement, and infrastructure operations. New tariffs reshape the US heavy-vehicle industry Under the new order, MHDVs, including Class 3 to Class 8 vehicles such as large pickup and box trucks, and components such as engines, transmissions, and tires,...
AMAG posts 5.4% revenue rise in 9 months; eyes $150M full-year EBITDA on strong US GDP
AMAG Austria Metall AG has reported its financial results for the third quarter and first nine months of 2025, demonstrating resilience in a persistently challenging global environment. Despite ongoing pricing pressure, weaker demand, and trade-related headwinds, the company managed to lift nine-month revenues and deliver a strong improvement in cash flow through disciplined cost management, operational efficiency, and a focus on liquidity. Q3/2025 vs Q3/2024 performance In the third quarter of 2025, AMAG generated revenues of EUR 350.8 million (USD 405.8 million), compared with EUR 370.9 million (USD 429 million) in the same quarter of the previous year, representing a decline of 5.4 per cent. EBITDA for the quarter came in at EUR 33.5 million (USD 38.7 million), remaining broadly stable...
Strong industrial gains and persistent systemic gaps — inside the state of US aluminium recycling
The aluminium recycling landscape in the United States in 2025 presents a contradictory picture — one of notable progress alongside persistent challenges. Recent data from the International Aluminium Institute (IAI), the Aluminum Association, and other industry sources show that aluminium remains among the most recycled and valuable materials in the world. Yet, even with a strong industrial base, the country still faces hurdles. Uneven consumer participation, varying state policies, and an imbalanced scrap supply continue to slow America’s progress toward a fully circular economy. Industrial backbone, global ties Recycled aluminium now makes up more than 80 per cent of all aluminium produced in the US, showing how dependent the country has become on secondary metal coming from industries...
LME aluminium cash offer rises to $2,891.5/t as stocks dip to 462,750t
On October 29, LME aluminium prices strengthened, reflecting steady demand and market optimism. The cash bid price rose to USD 2,891 per tonne, up 1.14 per cent from USD 2,858.5 per tonne on October 28, while the cash offer increased by a similar margin to USD 2,891.5 per tonne from USD 2,859 per tonne. The three-month aluminium contract also advanced, with the bid price climbing 1.08 per cent to USD 2,891.5 per tonne and the offer price reaching USD 2,892 per tonne, compared with USD 2,860.5 and USD 2,861 per tonne, respectively, a day earlier. For forward contracts, the December 26 bid stood at USD 2,903 per tonne and the offer at USD 2,908 per tonne, up from USD 2,885 and USD 2,890 per tonne , respectively, on October 28. The LME aluminium three-month Asian Reference Price settled at...
AL Circle x Gyorgy Banvolgyi: Advancing alumina refining efficiency and sustainability through the updated ILTD (UILTD) process
György Bánvölgyi, a Senior Process Consultant with extensive experience in research, development, and engineering for the bauxite processing and alumina industry, shared his perspectives with AL Circle at the recent IBAAS conference. He spoke about the evolution of the Updated Improved Low Temperature Digestion (UILTD) process and how it can enhance efficiency, reduce costs, and support sustainability in alumina refining. AL Circle: What motivated you to develop and refine the Improved Low Temperature Digestion (ILTD) Process into the Updated ILTD (UILTD) version, and what key challenges in conventional Bayer process operations were you aiming to solve? Gyorgy Banvolgyi: The key issues with the Conventional Bayer process are as follow: The digester reactors of the Conventional Low...
Constellium appoints Ingrid Joerg as CEO, succeeding Jean-Marc Germain from January 2026
Constellium has named Ingrid Joerg, its current Chief Operating Officer (COO), as the company’s next Chief Executive Officer (CEO), effective January 1, 2026. She will also take a seat on the company’s Board of Directors. Joerg will succeed Jean-Marc Germain, who plans to retire at the end of 2025 after nearly a decade at the helm. The leadership change follows a carefully planned succession process aimed at maintaining continuity and supporting Constellium’s long-term strategy. After stepping down, Germain will stay on through 2026 as a Special Advisor to the Board and management team, helping guide the transition. Joerg has been with Constellium since 2015, when she joined as President of the Aerospace and Transportation business unit. In 2023, she was promoted to COO, taking...
Impact Minerals' Lake Hope study charts strong 33-year low-cost alumina project with $722M present value
Impact Minerals Limited has completed a major technical milestone for its flagship Lake Hope High Purity Alumina (HPA) Project in Western Australia, releasing a Pre-Feasibility Study (PFS) that outlines strong economics and positions the project among the most cost-competitive potential alumina producers globally. Image source: Impact Minerals The study confirms that Lake Hope has the potential to supply high-purity alumina at low cost and with a comparatively small carbon footprint — an important factor, as demand for HPA is growing in sectors such as electric vehicles, energy storage, and LED lighting. Financial overview The PFS outlines a planned output of 10,000 tonnes of HPA annually, with a product sale price of AUD 35,484 per tonne (USD 22,000/t). Financial modelling produced a...
