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LME aluminium cash offer price rises to $3,279.5/t as opening stocks fall to 257,900t
LME aluminium prices moved higher on August 7 compared with the previous trading day, while warehouse stocks declined slightly. The LME aluminium cash bid price rose to USD 3,279 per tonne from USD 3,260 per tonne on August 6, an increase of 0.58 per cent. The cash offer price increased to USD 3,279.5 per tonne from USD 3,261 per tonne, up 0.57 per cent. The LME aluminium 3-month bid price stood at USD 3,279 per tonne on August 7, compared with USD 3,258 per tonne on August 6, marking a 0.64 per cent rise. The 3-month offer price increased to USD 3,280 per tonne from USD 3,260 per tonne, up 0.61 per cent. For December 27 aluminium, the bid price rose to USD 3,205 per tonne on August 7 from USD 3,188 per tonne on August 6, an increase of 0.53 per cent. The December 27 offer price also...
AL Circle Analysis: How the race for aluminium scrap is reshaping recycling, trade and industrial competitiveness
The aluminium industry has entered a new race. It is no longer just about producing lower-carbon metal but about securing the scrap, infrastructure and policy support needed to keep circular supply chains competitive. For years, recycling has been one of aluminium's strongest sustainability advantages. Recycled aluminium requires up to 95 per cent less energy than primary production, making it central to global decarbonisation efforts. Yet the industry's priorities are evolving. The key question is no longer how much aluminium can be recycled, but who will control the scrap that makes recycling possible. Recent developments across Brazil, the United States, Europe, the Middle East, India and Australia point to the same conclusion. Governments are reassessing scrap exports, recyclers are...
Europe's aluminium duty-paid premium falls 18% in August as easing geopolitical risks erase war premium
Europe's duty-paid aluminium premium has fallen sharply from the highs recorded earlier this year as the supply concerns that dominated the first half of 2026 continue to ease. The Rotterdam in-warehouse duty-paid premium has dropped from its mid-May peak of roughly USD 600 per tonne to around USD 490 per tonne for the August contract, while the forward curve suggests the market could see further easing through 2027. The market has changed considerably over the past few months. Fears that the Middle East conflict could disrupt aluminium supplies have eased, more smelting capacity has returned, buyers have diversified their import sources and downstream demand across Europe remains weak. Together, these factors have gradually removed the geopolitical premium that had pushed physical...
Japanese automakers halt production after earthquake, adding pressure to aluminium demand
Japan's aluminium market is facing another setback after major automakers suspended production following the 7.1-magnitude earthquake that struck the Kyushu region on Tuesday, July 28. The temporary shutdowns come at a time when demand for both primary and secondary aluminium was already subdued during the seasonal slowdown in automotive sales, further weighing on spot restocking activity. Although most market participants expect only a limited immediate impact on aluminium consumption, the disruption has added to an already bearish outlook for the sector. That is because the earthquake hit Kyushu, one of Japan's key manufacturing hubs for automobiles, semiconductors, electronic components and flat-rolled steel products, making the region an important source of aluminium demand. Major...
US Commerce expands anti-circumvention inquiry into aluminium containers made with Chinese foil
The U.S. Department of Commerce has expanded its anti-circumvention enforcement by launching new inquiries into disposable aluminium containers, pans, trays and lids assembled in Indonesia and Malaysia using Chinese-origin aluminium foil. The country-wide investigations, initiated on August 6, 2026, are the latest step in Commerce's efforts to examine whether Chinese products are being routed through third countries to avoid U.S. antidumping and countervailing duties. The inquiries were launched after the Aluminum Foil Container Manufacturers Association (AFCMA), together with member companies Reynolds Consumer Products, Durable Packaging International and D&W Fine Pack, filed circumvention allegations on July 1. After reviewing supplemental information submitted by the petitioners,...
Southeast Asia’s aluminium extrusion boom: Five new projects and 8.47% CAGR - what’s driving the growth?
From a Hong Kong-backed plant in Vietnam to Malaysia's largest extrusion expansion in years and Indonesia's biggest extrusion press, Southeast Asia is witnessing a wave of aluminium extrusion investments. Although these projects span different countries, companies and end markets, they all point in the same direction: manufacturers increasingly see the region as the next major hub for downstream aluminium production. The region's growing importance is also reflected in its market outlook. The extruded aluminium profiles market was valued at approximately USD 4.54 billion in 2024 and is forecast to reach USD 6.86 billion by 2032, expanding at a CAGR of 8.47 per cent as per various industry sources. But now the question is: what is making Southeast Asia the preferred destination for...
METLEN signs first major US gallium supply deal, strengthening Europe's aluminium value chain
Europe's efforts to reduce its dependence on imported critical minerals gathered momentum after METLEN Energy & Metals signed a long-term agreement to supply a leading US technology company with approximately 25 per cent of the annual gallium output expected from its planned production facility in Greece. The agreement also highlights the growing strategic importance of Europe's aluminium value chain. Gallium is commercially recovered during alumina refining from bauxite rather than mined directly, making integrated aluminium operations central to global gallium supply. According to METLEN, the agreement is the first major commercial gallium supply deal between a European producer and a US technology company. Europe looks beyond China for gallium The deal comes as European countries...
LME aluminium cash offer price rises 0.34% amid flooding concerns in China and falling inventories
LME aluminium prices moved higher on August 4, with gains across cash, three-month and December 2027 contracts, while exchange inventories continued to decline. The combination of firmer prices and lower warehouse stocks reflected a market that remained supported by near-term supply concerns despite mixed demand signals from China. The LME aluminium cash bid price rose to USD 3,270 per tonne on August 4 from USD 3,259 per tonne on August 3, while the cash offer price increased to USD 3,271 per tonne from USD 3,260 per tonne. Both prices were up 0.34 per cent. The LME aluminium three-month bid price climbed to USD 3,236 per tonne from USD 3,210 per tonne, marking a 0.81 per cent increase. The three-month offer price also strengthened, rising to USD 3,236.5 per tonne from USD 3,212 per...
Sunlite Recycling's revenue climbs 75% in Q1 FY27 as aluminium business more than doubles
Sunlite Recycling Industries posted a strong start to FY27, with its aluminium business emerging as one of the key growth drivers during the quarter ended June 30, 2026. The company reported consolidated revenue of INR 7.84 billion (USD 90.1 million), up 74.62 per cent year on year, supported by robust demand across its aluminium and copper recycling businesses. The quarter also marked the first full reporting period following the integration of Sunlite Aluminium Private Limited as a wholly owned subsidiary, strengthening the company's position as an integrated producer of copper and aluminium products. The business update was submitted to the National Stock Exchange of India Limited on August 3, 2026, in compliance with Regulation 30 of the Securities and Exchange Board of India (Listing...
Australian Vanadium, Alcoa to study long-duration battery system for Western Australia alumina refineries
Australian Vanadium Ltd has entered into a non-binding Memorandum of Understanding (MoU) with Alcoa to explore the use of long-duration vanadium flow battery (VFB) technology at the company's alumina refinery operations in Western Australia. The agreement also includes Australian Vanadium's wholly owned subsidiary, VSUN Energy, which will jointly lead the assessment. The partnership will begin with a scoping study to determine whether a VFB system rated at 50-80 megawatts, capable of storing energy for six to eight hours and potentially longer than eight hours, can be integrated into Alcoa's refining operations. The assessment will focus on how such a system could enhance operational reliability, reduce energy use during peak demand and enable greater use of renewable electricity across...
Speira advances Rheinwerk aluminium recycling hub with $46m furnace investment
Speira is progressing with the redevelopment of its Rheinwerk facility in Neuss, Germany, as it continues transforming the site into an aluminium recycling hub. The aluminium rolling and recycling company has invested around EUR 40 million (USD 46 million) in a fourth recycling furnace, which is due to come on stream this autumn. It has also invested in the decommissioning and redevelopment of the site's former aluminium smelter. With the complete phase-out of electrolysis, Speira said it has set the course for a fundamental transformation of the Rheinwerk site. Instead of energy-intensive primary production, the company is now focusing on aluminium recycling and strengthening the circular economy. The new fourth recycling furnace is a key part of this transition. Aluminium scrap will be...
India's coal power share declines to 65.7% as renewable generation hits record high
India's electricity mix underwent a notable shift in July as record renewable energy generation reduced coal's share of power production to its lowest level in a year, even as overall electricity demand continued to climb. Government data showed renewable energy generated 36.25 billion kilowatt-hours (kWh) during the month, marking a 30 per cent increase from July last year and raising its share in the country's power mix to 20 per cent. At the same time, coal's contribution declined to 65.7 per cent from 69 per cent in June, according to Reuters calculations based on daily data from Grid-India. The changing generation pattern coincided with a rise in overall electricity production, which increased 10.4 per cent year on year to 181.79 billion kWh in July. Solar and wind drive the demand...
Cita Mineral's H1 profit falls 62% as alumina JV earnings overshadow revenue growth
PT Cita Mineral Investindo Tbk recorded a strong rise in revenue during the first half of 2026, but the higher sales did not translate into stronger earnings. Instead, the Indonesian bauxite miner reported a sharp fall in profit as weaker returns from its alumina refining investment outweighed improvements in its core mining business. The results underline how the company's earnings are becoming increasingly dependent on its downstream aluminium investments. According to the company's unaudited consolidated financial statements for the six months ended June 30, 2026, net sales increased 36.9 per cent year on year to IDR 1.91 trillion (USD 106.1 million) from IDR 1.39 trillion (USD 77.2 million). Gross profit also edged higher to IDR 612.4 billion (USD 34 million) from IDR 595.1 billion...
AL Circle Analysis: The new downstream aluminium investment map – where investors should watch
The aluminium industry's growth story is increasingly being shaped by value-added manufacturing rather than production volumes. Robust earnings, expansion projects and business diversification continued to strengthen confidence in downstream aluminium, with several producers raising their outlooks despite macroeconomic and geopolitical headwinds. At the same time, global trade trends favoured economies with stronger downstream capabilities, while weaker exports in some regions and governance challenges highlighted that growth across the industry remains uneven. Key takeaways Constellium reported record quarterly results, with revenue rising 31 per cent to USD 2.7 billion and net income increasing to USD 148 million. The company raised its full-year 2026 guidance and brought its 2028...
Brazil’s alumina ambition leaves a 13Mt red mud challenge: How effective is residue handling? The story behind one of aluminium's largest residues
Every year, Brazil produces more than 13 million tonnes of red mud, making it one of the world's largest generators of the aluminium industry's biggest industrial residue. Created during alumina refining, red mud is unavoidable-but the amount produced is never determined by the residue itself. It depends on everything that happens much earlier, from the quality of bauxite entering a refinery to how efficiently alumina is extracted. In 2025, Brazil mined 33 million tonnes of bauxite. Around 27 million tonnes of that ore was refined domestically, producing 10.86 million tonnes of alumina and ultimately generating around 13.5 million tonnes of red mud. The numbers appear straightforward, showing stable red mud generation alongside rising bauxite production. The explanation begins long before...
Anytec unveils A28-T aluminium boat with redesigned hull and T-top option
Swedish aluminium boat manufacturer Anytec has launched the A28-T, a new model that succeeds its award-winning 860-T and builds on the company's A-series platform with updated styling, enhanced versatility and a new T-top configuration. The A28-T features a fully welded aluminium hull derived from the proven A27 platform. Design enhancements include a higher freeboard, a revised sheerline and a newly engineered engine bracket capable of accommodating an outboard engine of up to 425 hp. According to the company, the boat is capable of reaching speeds of up to 55 knots. The model retains Anytec's signature deep-V aluminium hull, complemented by a sharply tapered bow and a redesigned console aimed at improving both performance and handling. To enhance onboard comfort, the A28-T offers an...
LME aluminium cash offer price rises 1.5% on July 29 as warehouse stocks edge lower
LME aluminium prices strengthened on July 29 compared with July 28, with gains recorded across the cash, three-month and December 2027 contracts, while exchange inventories continued to decline. The LME aluminium cash bid price stood at USD 3,205 per tonne on July 29, up from USD 3,159 per tonne on July 28, marking an increase of 1.46 per cent. The cash offer price rose to USD 3,207 per tonne from USD 3,159.5 per tonne, an increase of 1.50 per cent. The LME aluminium three-month bid price increased to USD 3,176 per tonne on July 29 from USD 3,143 per tonne a day earlier, up 1.05 per cent. The three-month offer price also climbed to USD 3,177 per tonne from USD 3,143.5 per tonne, registering a 1.07 per cent increase. Explore: The most comprehensive and forward-looking industry-focused...
Lanka Aluminium, SLIA organise factory visit for architects to explore aluminium extrusion systems
Lanka Aluminium Industries PLC and the Sri Lanka Institute of Architects (SLIA) have jointly organised a full-day factory tour for architects at the company's aluminium extrusion plant in Ekala, Ja-Ela, as part of efforts to strengthen technical knowledge of aluminium systems used in construction. The visit was conducted under the 'Specification Writing for Architects' programme launched by SLIA President Dilumini De Mel, who accompanied a group of senior architects during the tour. During the visit, participants were given an insight into aluminium extrusion processes and product applications. Lanka Aluminium Industries said it will continue conducting similar programmes for government institutions to promote greater awareness of aluminium extrusion-based products and solutions,...
