AlCircle News Edited By "Nilanjana Banerjee"
Nilanjana Banerjee is a new leaf on this branch of AL Circle. is a spontaneous author and she writes on inspiration and purpose, not by design. Her penmanship is replete with sensitivity and depth.
Americas' alumina production H1’26: Can Brazil’s 10Mt offset North America's 8.35% slump?
Has the alumina output of the Americas reflected a cooling effect across the global platform in the first half (H1) of 2026? According to industry data, cumulative alumina production in North America and South America from January to May totals 5.81 million tonnes. While the joint output registers a minor year-on-year dip of 0.38 per cent from 5.83 million tonnes in the same period of 2025, has the case been the same for the Americas on a singular basis? As of January-May, alumina produced in North America amounted to 790,000 tonnes, of which chemical-grade accounted for 169,000 tonnes and metallurgical grade for 621,000 tonnes. In the same period, South America produced 5.02 million tonnes, of which chemical grade totalled 389,000 tonnes and metallurgical grade contributed 4,629,000...
Adani and Abu Dhabi's IHC sign MoU for $11.5b aluminium complex in Odisha
India's aluminium sector is poised for major expansion, as the Adani Group and Abu Dhabi-based International Holding Company (IHC) have signed a memorandum of understanding (MoU) to jointly develop an integrated aluminium complex in Odisha with an estimated investment of USD 11.5 billion. Both partners will hold equal 50 per cent stakes in the project, which is expected to become the largest foreign investment in India's metals sector. It will include an alumina refinery, aluminium smelter, captive power plant and a downstream aluminium manufacturing park. Explore the relevance of red mud in the sustainable aluminium industry in A Comprehensive Analysis of Bauxite Residue (Red Mud): Sustainability, Resource Recovery and Strategic Recommendations The investment comes at the prime time when...
Alcoa shares fall 5% as it unveils $4.1b acquisition of South32 aluminium assets
American aluminium producer Alcoa Corporation’s acquisition of a portfolio of bauxite, alumina and aluminium assets from Australian mining company South32 has received a cautious reaction from investors. Since the announcement of an upfront transaction worth USD 4.1 billion , Alcoa shares (NYSE:AA) have dropped 4.7 per cent in pre-market trading. Closing at USD 47.48 per share, it reflected almost a 5 per cent fall. Alcoa’s acquisition covers South32's stakes in the Boddington bauxite mine and Worsley alumina refinery in Western Australia, the Hillside aluminium smelter and the idled Bayside smelter property in South Africa, as well as the Mineração Rio do Norte (MRN) bauxite mine and the Alumar alumina refinery and aluminium smelter in Brazil. However, South32's Mozal aluminium smelter...
Trump-backed Oklahoma aluminium smelter faces a 60-day pause
Oklahoma’s Inola City Council has approved a 60-day moratorium on the construction of the proposed aluminium smelter in Oklahoma, the US. Although strongly backed by US President Donald J. Trump, the verdict has temporarily put the high-profile project on hold as authorities assess concerns over its environmental impact and ownership structure. The development marks the latest setback for the project, which has attracted national attention after receiving strong backing from former US President Donald Trump, who has described it as critical to America's manufacturing strength and national security. Unlock in-depth insights into the extrusion segment of global aluminium industry with The World of Aluminium Extrusions – Industry Forecast to 2032 Council halts construction pending further...
LME aluminium price drops sharply: Cash falls nearly 2%, stocks close at 305,225t
The London Metal Exchange (LME) aluminium price graph reflected a sharp drop in figures on the final trading session for June. Barring the stable alumina price, a downward trend was noted across all the pricing segments at the close of June 30. The LME aluminium cash bid, as well as the offer price, reported a fall of 1.74 per cent day-on-day on June 30. While the bid dropped from USD 3,160 per tonne to USD 3,105 per tonne, the offer shifted from USD 3,160.5 per tonne to USD 3,105.5 per tonne . Explore: The most comprehensive and forward-looking industry-focused report — Global Bauxite & Alumina Market Forecast to 2036: Supply–Demand, Trade Flows & Price Report In the near-term contracts, both the LME aluminium three-month bid and offer prices reported a drop of 1.71 per cent. While the...
NALCO's $3.5b bet: 0.5Mt aluminium smelter, 1kMW power plant, sustainability push
India’s state-owned National Aluminium Company Limited (NALCO) is preparing for one of its largest expansion phases, with plans to invest INR 280-300 billion (USD 3.2-3.5 billion) over the next three to four years to ramp up aluminium production capacity while advancing its decarbonisation roadmap. The proposed investment will primarily fund the construction of an aluminium smelter with a production capacity of 500,000 tonnes per annum and a 1,000 MW captive power plant, according to NALCO Chairman and Managing Director Brijendra Pratap Singh. Explore: The most comprehensive and forward-looking industry-focused report — Global Bauxite & Alumina Market Forecast to 2036: Supply–Demand, Trade Flows & Price Report Singh mentioned that the company is currently preparing the Detailed Project...
Kaiser Aluminum expands recycling, cuts emissions by 17% in 2025 sustainability report
Kaiser Aluminum Corporation has released its 2025 Sustainability Report, outlining progress across recycled product innovation, greenhouse gas (GHG) emissions reduction, workforce development and community engagement while reinforcing its long-term commitment to a sustainability strategy for responsible manufacturing. Commenting on the company's performance, Keith A. Harvey, Chairman, President and Chief Executive Officer, noted that the completion of one of the largest capital investment programmes in the company's recent history, coupled with stronger financial performance and continued environmental progress, had further strengthened its operational foundation. Delve deeper into the recycled aluminium and secondary aluminium market with our World Recycled ALuminium Market Analysis...
Aluminium scrap supply surge could cool LME rally to $2,400–2,700/t, says InCred
The London Metal Exchange (LME) aluminium prices were widely expected to remain in the range of USD 3,200 to USD 3,300 per tonne. However, Managing Director and Head of Research of InCred Research Services, Satish Kumar, has taken a more cautious stance. He believes aluminium could retreat to USD 2,400–2,700 per tonne, driven by a steady increase in aluminium scrap supply. According to Kumar, the recent rally has been mainly driven by the tight supply crunch in the primary aluminium market. Now, the growing availability of aluminium scrap is likely to offset supply concerns over the upcoming months. He elaborated that since “Scrap makes [up] around 32 to 33 per cent of the overall aluminium supply,” it has “a very important part” in the supply chain movement. As the prices of aluminium...
Russian aluminium reaches the EU despite sanctions, European Aluminium warns
Europe's aluminium industry, European Aluminium, is urging the European Union (EU) policymakers to tighten sanctions on Russian aluminium by addressing what the association describes as a “significant loophole” that still allows Russian metal to enter the European market through third countries. Although the European Union has already set a prohibition on direct imports of Russian primary aluminium, the industry association argues that substantial volumes continue to reach European buyers after being processed into semi-finished or finished products outside Russia. According to a policy paper released in June 2026 under the #NoSecondPassport campaign, around USD 10 billion had reached Russia from primary aluminium exports in the previous year, with around 90 per cent of its metal now...
Tata Power awards Suzlon 400 MW wind EPC contract for Andhra Pradesh project
Tata Power Renewable Energy Limited (TPREL) has awarded the Suzlon Group with a fresh 400 MW wind energy EPC (Engineering, Procurement and Construction) contract. It has further strengthened the long-standing partnership between the two companies. The latest award pushes their cumulative collaboration beyond 1 GW of installed wind capacity across four Indian states. The project will be developed in Andhra Pradesh under TPREL's DevCo model, with Suzlon supplying and installing 127 units of its S144 wind turbine generators, each rated at 3.15 MW. Apart from manufacturing and installation, Suzlon will also oversee commissioning and long-term operations and maintenance of the project. Discover: The Gulf aluminium market risks, China impact, alumina supply, carbon costs, and logistics...
Ireland considers EU funding as Aughinish Alumina faces Russia sanctions risk
The Irish government is considering seeking financial support from the European Union (EU) to keep Aughinish Alumina operating if fresh sanctions on Russia cloud the future of the refinery owing to its Russian ownership. Officials are reportedly examining several measures, including temporary State control of the County Limerick refinery, should European sanctions halt the company's operations. However, given Aughinish's strategic importance to European industry, such intervention might depend on financial aid from Brussels. Explore: The most comprehensive and forward-looking industry-focused report — Global Bauxite & Alumina Market Forecast to 2036: Supply–Demand, Trade Flows & Price Report The refinery, which employs 459 workers, has come under increasing scrutiny since concerns...
LME aluminium price graph: Recovery appears on June 26 as cash climbs to $3,164/t; stocks slip 0.4%
The LME aluminium price graph of June 26 reported gains after remaining on a declining graph in the previous three sessions. As cash, contracts and three-month Asian benchmark prices improved, warehouse stocks continued to decline. The LME aluminium cash bid and offer prices gained 1.02 per cent day-on-day. The bid rose to USD 3,162 per tonne from USD 3,130 per tonne. The offer improved to USD 3,164 per tonne from USD 3,132 per tonne. Explore the relevance of red mud in the sustainable aluminium industry in A Comprehensive Analysis of Bauxite Residue (Red Mud): Sustainability, Resource Recovery and Strategic Recommendations LME aluminium three-month bid and offer prices gained 0.95 per cent. The bid climbed from USD 3,144 per tonne to USD 3,174 per tonne. Similarly, the offer price moved...
Europe's aluminium future: Novelis backs “policy framework” to boost recycling, meet the 52Mt demand
The global aluminium industry is entering a decade of unprecedented demand, and so is the European aluminium sector. Global aluminium demand is set to surge, driven by electric vehicles, renewable energy, construction and sustainable packaging. A similar situation is noted in Europe, as demand is forecast to jump to 52 million tonnes by 2030. For Europe, however, meeting this demand is challenging. As primary aluminium production declines rapidly amid high energy costs, recycling is gaining momentum, aiming to strengthen supply security, lower energy consumption, and maintain a competitive edge. But will recycling alone be enough? The answer can be found in the white paper published by Novelis, a leading provider of sustainable aluminium solutions and the world's largest aluminium...
EU delays aluminium scrap export curbs till September: Will India seize the opportunity?
As reported by the industrial association European Aluminium and other related sources, the European Union’s implementation of measures to curb aluminium scrap export have been postponed till September, 2026. The update has emerged in the midst of the calls made by the European aluminium industry for pushing recycling efforts to promote circularity and decarbonisation. The decision to limit aluminium scrap export was announced in November, 2025, scheduled to come into effect by spring 2026, as notified by Maros Sefcovic, European Trade Commissioner. While industry sources believe that the measure was prompted by the difficulties in aligning competing priorities, the European Commission has not commented on the matter. Delve deeper into the recycled aluminium and secondary aluminium market...
Turla and the role of aluminium extrusion equipment in modern manufacturing
Aluminium extrusion is one of the most important downstream processes in the aluminium value chain, involving forcing heated aluminium alloy billets through a die to produce a variety of profiles. These extruded products are widely used in construction, transportation, electrical systems, renewable energy, consumer goods and industrial applications. As extrusion plants face increasing pressure to reduce costs, improve sustainability and meet demanding customer specifications, equipment suppliers have become strategic technology partners rather than merely machinery manufacturers. Within this segment of the aluminium industry, Italy-based Turla has made its mark as a supplier of complete extrusion systems and related technologies for aluminium profile producers worldwide. Unlock in-depth...
Century Aluminum-Brimstone MoU to cut alumina import and bolster US aluminium supply chain
US-based primary aluminium producer Century Aluminum and American innovator in alumina and other industrial materials, Brimstone, have signed a memorandum of understanding (MOU) aimed at creating what could become the first fully domestic US "mine-to-metal" aluminium supply chain, strengthening the country's access to critical raw materials while reducing dependence on imports. Under the proposed agreement, Brimstone will supply alumina to Century Aluminum from its planned production facility. This would enable the establishment of a US-based aluminium value chain replenished by domestic feedstock. The US remains heavily dependent on imported alumina, the main raw material for aluminium smelting. As bauxite remains contained in subtropical regions, with countries such as China dominating...
Aluminium scrap supply at risk? India seeks EU talks amid new export restrictions
India's Ministry of Commerce is seeking diplomatic discussions with the European Union (EU) regarding its upcoming Waste Shipment Regulation (WSR). It was prompted by concerns that the new framework could restrict the flow of recyclable materials, including aluminium scrap, to non-OECD countries. As per official documents reviewed by the Business Standard, the Indian Ministry of Commerce assessed the potential impact of the regulation, effective from 2027, which aims to secure recyclable resources within the EU's territories. In an internal memorandum dated June 8, the Department of Commerce notified the FT (Europe) Division that the measure could affect India's access to quality secondary raw materials. Delve deeper into the recycled aluminium and secondary aluminium market with our...
LME aluminium price graph falters on June 24: Cash slips 3.5%, stocks drop to 311,725t
After remaining above USD 3,200 per tonne at the June 23 session , the LME aluminium price dropped below the figure across all the pricing segments, barring the live warrants and alumina price, on the June 24 session. The LME aluminium cash bid price eased 3.52 per cent day-on-day on June 24, down to USD 3,148 per tonne from USD 3,263 per tonne. Similarly, the offer shifted to USD 3,150 per tonne from USD 3,263.5 per tonne, indicating a 3.48 per cent difference. Explore: The most comprehensive and forward-looking industry-focused report – Global Bauxite & Alumina Market Forecast to 2036: Supply–Demand, Trade Flows & Price Outlook In the near-term contracts, both the LME aluminium three-month bid price slipped to USD 3,160 per tonne from USD 3,269 per tonne, reporting a drop of 3.33 per...
