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Canada’s aluminium extrusion imports rise 20% over five years, strengthening the case for protection measures
Canada’s aluminium extrusion market is expected to expand significantly over the coming years. The market was valued at USD 2,747.8 million in 2025 and is projected to reach USD 3,745.4 million by 2030, representing a 6.4 per cent CAGR, according to industry data. Recovery in automotive production, infrastructure investment and resilience in aerospace are expected to support this growth. At the same time, imports remain a significant part of Canada’s aluminium extrusion market. Average annual imports increased from 100,068.18 tonnes in 2016-2020 to 120,266.40 tonnes in 2021-2025, representing a 20.18 per cent increase. Imports peaked at 135,981 tonnes in 2022, before falling to 116,054.48 tonnes in 2024, down 14.7 per cent, and then to 111,376.35 tonnes in 2025, a further 4.0 per cent...
Kaiser Aluminum employee passes away following workplace incident at Kalamazoo facility
An employee at Kaiser Aluminum’s Kalamazoo facility passed away following a workplace incident, prompting an investigation by the Michigan Occupational Safety and Health Administration (MIOSHA). According to a MIOSHA report, the 43-year-old maintenance technician was welding inside a pneumatically powered scrap chute when the pneumatic clamshell closed, causing injuries that proved fatal. Kaiser Aluminum spokesperson Jill Gaul confirmed the incident and said the company is cooperating with local and federal authorities as the investigation continues. She added that the company is not currently in a position to provide further details. “Everyone at Kaiser Aluminum is deeply saddened and our thoughts are with the family, in addition to the welfare of all of our employees,” Gaul said. The...
From 67% to 80%: Crown Holdings steps up its recycled aluminium ambition for beverage cans
What does it take to make an aluminium beverage can more sustainable? The answer is no longer limited to what happens on the production line. For Crown Holdings, it starts with the aluminium entering the plant, continues through energy and water use during manufacturing and extends to what happens to the can after it is used. That wider picture runs through Crown’s 2025 Sustainability Report. As the company reaches the midpoint of its Twentyby30™ programme, the report brings together its progress on emissions, renewable energy, recycled aluminium, lightweighting, water, waste and responsible sourcing, while setting out the next stage of its sustainability ambitions. For the aluminium industry, perhaps the most significant part is the growing focus on the material itself - from increasing...
LME aluminium cash offer price declines 0.85% on August 19; stocks stay unchanged after 3 months
LME aluminium prices declined on August 19 compared with the previous trading day, while exchange stocks remained unchanged. The LME aluminium cash bid price stood at USD 3,191 per tonne on August 19, down from USD 3,218.5 per tonne on August 18, marking a decline of USD 27.5 per tonne, or 0.85 per cent. The cash offer price fell to USD 3,191.5 per tonne from USD 3,219 per tonne, down USD 27.5 per tonne, or 0.85 per cent. The LME aluminium 3-month bid price declined to USD 3,211 per tonne on August 19 from USD 3,232 per tonne on August 18, a decrease of USD 21 per tonne, or 0.65 per cent. The 3-month offer price fell to USD 3,212 per tonne from USD 3,234 per tonne, down USD 22 per tonne, or 0.68 per cent. For December 27, the bid price stood at USD 3,145 per tonne on August 19, compared...
Impact Minerals announces renounceable rights issue to raise up to $2.9m
Impact Minerals Limited has announced a renounceable rights issue to raise up to approximately AUD 4.1 million (USD 2.9 million) before costs, as the company continues to develop its High Purity Alumina (HPA) opportunities. Under the offer, eligible shareholders will be entitled to subscribe for one new share for every four shares held at AUD 0.032 per share. For every three new shares subscribed for, shareholders will receive two free attaching new options, each with an exercise price of AUD 0.06 and an expiry of 2.5 years from the date of issue. The company will apply for quotation of the new shares and options on the ASX. HPA remains a key focus for Impact Minerals, which describes the material as a critical mineral with strong global demand. The company’s Lake Hope resource provides a...
China’s bauxite imports rise 17.5% in H1 2026 despite 45Mt aluminium production capacity cap: What is driving the surge?
China is importing bauxite at a pace that raises a bigger question for the aluminium market: why are imports still climbing when the country is moving towards a 45-million-tonne primary aluminium production capacity cap? In H1 2026, China imported 121 million tonnes of bauxite, up from 103 million tonnes in H1 2025, a rise of 17.5 per cent. Imports were also well above the 77 million tonnes recorded in H1 2024, after rising 33.8 per cent between H1 2024 and H1 2025. If we see, quarter on quarter, China imported 58 million tonnes in Q1 2026, followed by 63 million tonnes in Q2, an increase of around 8.6 per cent. The quarterly numbers were also significantly higher than in previous years. China imported 47 million tonnes in Q1 and 56 million tonnes in Q2 2025, while imports in 2024 stood...
LME aluminium cash price rises 0.74% as stocks drop to 248,300t, tightening near-term supply
LME aluminium prices moved higher on August 17 compared with August 14, while opening stocks declined marginally and cancelled warrants fell sharply. The LME alumina Platts price remained unchanged during the period. The LME aluminium cash bid price stood at USD 3,271 per tonne on August 17, up from USD 3,247 per tonne on August 14, marking an increase of 0.74 per cent. The cash offer price rose to USD 3,272 per tonne from USD 3,248 per tonne, also gaining 0.74 per cent. In the 3-month contract, the LME aluminium bid price increased to USD 3,270 per tonne on August 17 from USD 3,244 per tonne on August 14, up 0.80 per cent. The 3-month offer price also climbed to USD 3,272 per tonne from USD 3,246 per tonne, an increase of 0.80 per cent. The December 27 bid price stood at USD 3,190 per...
Jamaican bauxite takes a Louisiana route to Ghana’s aluminium industry in proposed $60m deal
Ghana is looking to Jamaica for a solution to one of the biggest gaps in its aluminium value chain: alumina supply. The two countries are negotiating a proposed USD 60 million arrangement that would see Jamaican bauxite processed at a refinery in Louisiana and the resulting alumina shipped to Ghana for aluminium production. The plan could give Ghana an additional source of alumina as it works to develop an integrated aluminium industry, while giving Jamaica a renewed role in a bauxite-alumina relationship that dates back decades. Jamaican bauxite could be processed in Louisiana Under the proposed arrangement, bauxite from Jamaica would be shipped to the Atlantic Alumina Company (ATALCO) refinery in Gramercy, Louisiana, for processing into alumina. The alumina would then be exported to...
AL Circle Analysis: From bauxite to trade, how supply risks are reshaping aluminium competitiveness
The aluminium industry is entering a phase where supply security is being tested across the entire value chain. The latest developments show the pressure beginning with bauxite, moving through logistics and alumina, feeding into aluminium prices and producer earnings, and eventually reshaping international trade. What makes these developments significant is the way they connect. Competition for bauxite is intensifying just as alumina supply is becoming more vulnerable to production and energy disruptions. Producers are benefiting from stronger aluminium prices, but tariffs and changing geopolitical risks are altering where metal flows. Meanwhile, the market is already looking beyond the current tightness towards a potentially more balanced 2027. Bauxite moves from raw material to...
Europe’s aluminium output climbs 4.9% as alumina falls 1.8% in H1 2026: Inside the supply gap and how it is bridged
Europe’s aluminium industry produced more metal in the first half of 2026, but the numbers hide a more complicated story. Primary aluminium output rose 4.9 per cent year on year to 3.648 million tonnes, while metallurgical-grade alumina production fell 1.8 per cent to 2.846 million tonnes. At first glance, the numbers may seem contradictory. If aluminium production is rising, why is alumina production falling? The answer lies in what happened during the first quarter. Alumina production was hit by energy and logistics disruptions linked to the Middle East conflict, while aluminium output benefited from smelter restarts. By Q2, however, alumina production had started to recover. Aluminium grows 4.9 per cent while alumina slips 1.8 per cent Europe, including Russia, produced 3.648 million...
From Hormuz to Washington: How 2Mt of Gulf aluminium puts US imports under pressure and disrupts global supply chains
Aluminium is increasingly getting caught in the fallout from the Middle East conflict. What began as a disruption to two of the region’s critical shipping routes - the Strait of Hormuz and Bab al-Mandab - is now affecting aluminium production, shipments and prices. The pressure is particularly significant for the Gulf, home to some of the world's major aluminium producers, and is beginning to expose the supply risks faced by major importing markets such as the US. Why the Strait of Hormuz matters for aluminium The scale of the aluminium exposure becomes clear from the volume of metal that normally moves through the Strait of Hormuz. The route handles around 5.14 million tonnes of primary aluminium annually, equivalent to approximately 75 per cent of the region’s total production. Hormuz...
EGA records 34% rise in net profit in H1 2026 despite Al Taweelah production cut
Emirates Global Aluminium reported resilient financial performance for the first half of 2026 despite logistical and geopolitical disruptions arising from the regional conflict in the Gulf since March. EGA delivered Adjusted Earnings Before Interest, Tax, Depreciation and Amortisation (EBITDA) of AED 4,506 million (USD 1,227 million), up 11 per cent from AED 4,065 million (USD 1,107 million) in H1 2025. The increase was driven by higher realised aluminium prices, stronger regional premiums, lower alumina prices and disciplined cost management. Adjusted EBITDA margin rose to 33 per cent in H1 2026 from 27 per cent in H1 2025, an increase of 6 percentage points. After recognising an AED 84 million (USD 23 million) impact related to an Iranian attack on KEZAD that led to an emergency...
Solar PV boom creates a new aluminium recycling opportunity as panel waste grows
The solar industry has moved from a niche technology to one of the world’s fastest-growing sources of renewable power. But as installations surge, another question is becoming harder to ignore: what happens to all those panels when they break, lose efficiency or are replaced by newer technology? There were 2.4 terawatts of solar PV capacity generating electricity worldwide at the end of 2025, enough to power more than one billion homes. It took almost 70 years to reach the first terawatt, but just two more years to reach the second. The International Energy Agency expects solar PV to account for 80 per cent of the 4,600 gigawatts of renewable energy deployed between 2025 and 2030. This rapid growth also means more panels will eventually need to be repaired, reused or recycled. Solar...
NALCO, Hindalco, Vedanta Aluminium shares surge up to 8.8% as Alunorte refinery cuts alumina output by 50%
Shares of aluminium companies NALCO, Hindalco Industries and Vedanta Aluminium Metal surged on Wednesday, August 12, after Norsk Hydro ASA reported that its Alunorte alumina refinery in Brazil had reduced production to 50 per cent of capacity due to a shortage of natural gas. The production cut has pushed aluminium prices to a seven-week high. On the London Metal Exchange (LME), spot aluminium prices are currently around USD 3,373 per tonne, compared with an average of USD 3,565 a tonne in Q1 FY27. NALCO shares surged around 8.8 per cent to INR 422.20 apiece in early trade, while Hindalco jumped around 3.7 per cent to INR 1,087.95 on the NSE. Vedanta Aluminium Metal shares were also trading higher, with the stock advancing 2.9 per cent to INR 476.95 on the NSE. Alunorte cuts output as gas...
LME aluminium cash offer price rises 1.37% to $3,373/t as stocks fall to 254,900t
LME aluminium prices advanced on August 11, with cash and three-month contracts rising by more than 1 per cent as LME stocks continued to edge lower. The LME aluminium cash bid price increased to USD 3,372 per tonne on August 11 from USD 3,327 per tonne on August 10, marking a rise of 1.35 per cent. The cash offer price also climbed to USD 3,373 per tonne from USD 3,327.5 per tonne, up 1.37 per cent. The three-month bid price stood at USD 3,373 per tonne, compared with USD 3,320 per tonne a day earlier, representing an increase of 1.60 per cent. The three-month offer price rose to USD 3,374 per tonne from USD 3,320.5 per tonne, up 1.61 per cent. The December 27 bid price rose to USD 3,260 per tonne from USD 3,227 per tonne on August 10, an increase of 1.02 per cent. The December 27 offer...
Derasat maps Alba’s energy transition and decarbonisation pathways to 2050
Aluminium Bahrain B.S.C. (Alba) is assessing how its energy strategy could evolve through 2050 as energy markets, fuel dynamics and decarbonisation requirements continue to change. A new strategic study by the Bahrain Centre for Strategic, International and Energy Studies (Derasat) examines the pathways available to the aluminium producer, focusing on the balance between costs, emissions and energy security. Titled “Alba’s Energy Transition and Decarbonisation Pathways,” the study provides an integrated framework for Alba’s long-term energy transformation. It assesses the implications of evolving energy sources, contractual structures, and emerging technologies for operational costs, carbon footprint, and energy security amid shifting global liquefied natural gas (LNG) markets and...
China’s aluminium dross generation is estimated to rise 3.3% in 2026: How technology and policy are shaping dross management
China accounted for nearly half of the world’s aluminium dross generation, underlining the scale of its primary aluminium production, secondary aluminium recycling and downstream processing industries. In 2025, the country generated approximately 2.75 million tonnes of aluminium dross, representing 47 per cent of the global total of 5.86 million tonnes Aluminium dross is an inevitable by-product of aluminium melting, smelting, alloying, casting and recycling. When molten aluminium comes into contact with atmospheric oxygen, a surface layer forms. This layer contains aluminium oxides, entrapped metallic aluminium, nitrides, carbides, chlorides, fluorides and other impurities and is commonly known as aluminium dross. The quantity and composition of dross can vary depending on the furnace...
LME aluminium offer price rises around 1.5% to $3,327.5/t as opening stocks fall to 256,400t
LME aluminium prices strengthened on August 10 compared with August 7, with both cash and three-month prices moving higher. The rise came alongside a decline in exchange stocks, while cancelled warrants also fell. The LME aluminium cash bid price increased to USD 3,327 per tonne on August 10 from USD 3,279 per tonne on August 7, marking a rise of USD 48 per tonne, or 1.46 per cent. The cash offer price also rose to USD 3,327.5 per tonne from USD 3,279.5 per tonne, up 1.46 per cent. The three-month bid price climbed to USD 3,320 per tonne from USD 3,279 per tonne, an increase of USD 41 per tonne, or 1.25 per cent. Meanwhile, the three-month offer price increased to USD 3,320.5 per tonne from USD 3,280 per tonne, gaining 1.23 per cent. Further along the forward curve, the December 2027 bid...
