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.
Delving deeper: Middle East aluminium crisis rattles domestic and global downstream supply chains
Over the years, the Middle East has been a notable contributor to the global primary aluminium production and trade. Out of the 6-6.5 million tonnes produced in the region, 5-5.5 million tonnes are exported, underlining the lion’s share of the production being shipped overseas. This share accounts for about 9 per cent of the total primary aluminium trade volume in the global market. However, it is interesting to note that the Middle Eastern region, particularly the Gulf Cooperation Council, also contributes to the trade and export of aluminium downstream products. Discover: The Gulf aluminium market risks, China impact, and logistics disruptions shaping pricing and trade in the Gulf Disruption Roadmap Uday Patel, Principal Analyst at Wood Mackenzie, noted, “What this disruption highlights...
Australia shortlists 2.18GW hydrogen projects under scaled-down subsidy plan
The Australian government has shortlisted seven green hydrogen derivative projects with a combined capacity of 2.18GW under the second round of its Hydrogen Headstart programme, despite reducing the scheme’s funding allocation by half. The programme is being administered through the Australian Renewable Energy Agency (ARENA). The selected projects have now been invited to submit full applications for 10-year production subsidies, although the exact credit rates are yet to be disclosed. Most of the shortlisted developments are focused on producing hydrogen-based fuels and chemicals for sectors such as alumina refinery applications, shipping, aviation, fertilisers and metals. Discover: The Gulf aluminium market risks, China impact, alumina supply, carbon costs, and logistics disruptions...
Trudi Charles steps in as Rio Tinto’s new Chief Legal Officer
London-headquartered mining company and aluminium producer Rio Tinto has appointed its new Chief Legal Officer, Governance and Corporate Affairs, Trudi Charles. She is to assume the role on August 1, 2026, succeeding Isabelle Deschamps in this position. Explore: The most comprehensive and forward-looking industry-focused report — Global Bauxite & Alumina Market Forecast to 2036: Supply–Demand, Trade Flows & Price Report With an experience portfolio covering more than 20 years, Charles has undertaken various senior legal roles at BP across its segments of downstream and supply, trading and shipping businesses. At present, she is the Deputy General Counsel and Senior Vice President Legal, Supply, Trading and Shipping at BP plc. Prior to this role, for almost eight years, she was an employee...
Baheti Recycling unlocks new growth phase with aluminium wire rod and OEM expansion
Gujarat-based Baheti Recycling Industries Limited is steadily advancing towards solidifying its position in India’s secondary aluminium market by diversifying into higher-value aluminium wire rods and reaching out to the automotive supply chain. As new capacities are being developed alongside direct supplies to automotive original equipment manufacturers (OEMs) to companies like Royal Enfield and Bajaj Auto Limited, the company is now transitioning from a conventional scrap recycler to a broader aluminium solutions provider. Delve deeper into the recycled aluminium and secondary aluminium market with our World Recycled ALuminium Market Analysis Industry forecast to 2032 Mainly converting imported aluminium scrap into alloy ingots and deoxidisers for industrial applications, the company...
Scrap collectors drop aluminium ladder on railway track; Coimbatore RPF intercept
Two scrap collectors were intercepted for depositing an aluminium ladder on the railway track between the stations of Coimbatore North and Peelamedu. The Railway Protection Force (RPF) in Coimbatore detained them on Monday. Explore the position of aluminium at the intersection of sustainability and strategy in Sustainability & Recycling: Aluminium's Dual Commitment The ladder, which was kept on the railway track, was hit by a locomotive on May 9. The sudden impact generated a loud noise, leading the loco pilot to use emergency brakes. The incident was reported to the RPF administrators. The case was registered under several sections of the Railways Act, which thereafter led to a thorough investigation into the matter, suspecting planned sabotage. A follow-up investigation revealed that...
CBAM hits Indian aluminium export by 41%: Indian Carbon Credit Trading Scheme to reverse the slide
The Indian Carbon Credit Trading Scheme (CCTS) signifies India’s venture towards realising sustainability goals by reducing 45 per cent of greenhouse gas (GHG) emission intensity by 2030 compared to levels since 2005 and achieving net-zero by 2070. This groundwork was laid and implemented by the Energy Conservation (Amendment) Act, 2022, and the Detailed Procedure for Compliance Mechanism (BEE, 2023). The independent Testing, Inspection and Certification Industry in India or the TIC Council India, has recommended implementation of the CCTS to foster a reliable and globally aligned market framework that lowers compliance pressures, maintains transparency, and strengthens India’s momentum toward achieving its climate commitments. Explore the position of aluminium at the intersection of...
Adani expands Khavda renewable energy park with new 150 MW solar project
The Indian renewable energy company Adani Green Energy Limited (AGEL) has commissioned an additional 150 MW solar power project through its subsidiary Adani Green Energy Twenty Five C. Being developed at the Khavda renewable energy park, the target is to reach an installed capacity of 30 GW by 2029. This project is expected to solidify Adani’s standing among the largest renewable energy portfolios across the global platform. Explore- Most accurate data to drive business decisions with Global ALuminium Industry Outlook 2026 across the value chain Situated in Gujarat, the renewable energy park is being developed across the salt desert region of Khavda in Kutch district, spanning almost 538 square kilometres. The project combines large-scale solar and wind generation with battery energy...
Aluminium producer Alcoa eyes Ukraine’s Mykolaiv Alumina Plant amid privatisation push
The United States-based Alcoa Corporation, one of the world's leading aluminium companies, has expressed interest in the Ukrainian Mykolaiv Alumina Plant (MAP). The information has been disclosed by the Head of the State Property Fund of Ukraine, Dmytro Natalukha. The update follows the announcement made by the State Property Fund in April 2026, offering the Mykolaiv Alumina Plant for privatisation in the fourth quarter of 2026 , with the bid starting at USD 86 million. Explore: The most comprehensive and forward-looking industry-focused report — Global Bauxite & Alumina Market Forecast to 2036: Supply–Demand, Trade Flows & Price Outlook Although the name of Alcoa as a potential investor was not officially disclosed, it was mentioned that the interested body was a prominent public company...
Middle East conflict disrupts NALCO’s alumina exports, affects prices
National Aluminium Company Limited’s (NALCO) exports 40 to 50 per cent of its produced alumina to the Middle East. According to Shri Brijendra Pratap Singh, Chairman and Managing Director, NALCO’s alumina exports to the region have been disrupted , owing to the geopolitical tensions surrounding the ongoing Middle East conflict among Iran, Israel, and the United States. Explore: The most comprehensive and forward-looking industry-focused report — Global Bauxite & Alumina Market Forecast to 2036: Supply–Demand, Trade Flows & Price Outlook In FY 2025-26, it produced 2.3 million tonnes of alumina, of which 1.31 million tonnes were exported. A shift in export destinations to mitigate inventory stagnation has conversely resulted in a decline in global spot alumina prices, which, at present,...
EU faces pressure as MEPs seek sanctions on Irish export to Russia’s Aughinish Alumina
Pressure is mounting on the Irish Government and the European Union’s (EU) branch of the European Commission to curb alumina exports from Ireland’s Aughinish Alumina Plant to Russia . It has been alleged that the alumina content is being applied to indirectly offer support to the Russian defence sector. The issue emerged after an investigation was undertaken by The Irish Times and the Organized Crime and Corruption Reporting Project. It was informed that alumina shipped from the Co Limerick refinery is being used by Russian smelters to produce aluminium, which is thereafter being supplied to defence-linked manufacturers. Explore: The most comprehensive and forward-looking industry-focused report — Global Bauxite & Alumina Market Forecast to 2036: Supply–Demand, Trade Flows & Price Outlook...
LME aluminium recovers with cash reaching 3,560/t; declining stocks signal supply crisis
The May 8 session on the London Metal Exchange (LME) aluminium prices witnessed a modest recovery from the declining trend experienced in the previous two sessions. The cash price and near-term contracts recorded improved figures, while the bearish momentum of the longer-dated contracts and the declining stocks indicated a worldwide supply crisis. Explore- Most comprehensive and forward-looking industry-focused report — Global Bauxite & Alumina Market Forecast to 2036: Supply–Demand, Trade Flows & Price Outlook The LME aluminium cash bid as well as offer prices recorded a slight improvement by 0.04 per cent from the closing figures on the May 7 session . The bid inched up from USD 3,558.5 per tonne to USD 3,560 per tonne, while the offer price climbed from USD 3,559 per tonne to USD...
Bridgnorth Aluminium grants £15,000 community fund for Shropshire social wellbeing
Bridgnorth Aluminium Limited, the UK’s leading integrated producer of flat-rolled (FRP) aluminium coils, will release the Bridgnorth Aluminium Community Fund worth GBP 5,000 (USD 6816.5) to community and voluntary organisations. Being a joint venture with the Shropshire Community Foundation, the initiative aims to improve the well-being of senior residents and those faced with the risk of isolation. Explore- Most accurate data to drive business decisions with Global ALuminium Industry Outlook 2026 across the value chain This forms part of a broader set of activities, as Adrian Musgrave, Head of Sales, stated, “As we mark 25 years as part of the Viohalco Group family, it felt right to do something that gives back in a meaningful way.” An additional contribution of GBP 10,000 (USD 13,633)...
Axis Securities upgrades NALCO to Buy; flags upside despite positive valuations
National Aluminium Company (NALCO) has received a ‘Buy’ rating by the brokerage Axis Securities, estimating a projection of 10 per cent upside from current standard market levels, while cautioning that rich valuations could limit additional gains. Axis has elevated NALCO’s target price from the previous INR 390 (USD 4.12) per share to INR 440 (USD 4.65) per share, provided there is improved earnings visibility along with favourable pricing dynamics. Explore: The most comprehensive and forward-looking industry-focused report — Global Bauxite & Alumina Market Forecast to 2036: Supply–Demand, Trade Flows & Price Outlook The development in NALCO’s rating came after the company reported a robust financial performance for its fourth quarter (Q4) of FY 2025-26 . While earnings were hit by lower...
Vedanta demerger ushers in expansion plans for aluminium and energy segments
Following the Vedanta Limited demerger on May 1, 2026 , the company has drawn up expansion plans across its major business segments, such as aluminium, energy, oil and gas. Anil Agarwal, Chairman, in a letter to shareholders, stated that Vedanta’s business verticals are being developed to achieve individual growth. for global competitiveness, equipped with scale, a strong cost advantage and well-defined avenues for growth. He stated, “Through this transformation, each of our businesses is emerging as a ‘Vedanta’ in its own right.” The demerger aims to restructure each business segment into a standalone enterprise to optimise its value and positioning as a competitor on the global platform. Each part would be provided with the scope for focused, sector-specific development with streamlined...
Construction begins at AGI Greenpac’s aluminium beverage can facility in UP
AGI Greenpac, a leading packaging products company in India, has inaugurated the construction of its aluminium beverage can manufacturing facility with the ground-breaking ceremony. The project is worth INR 10 billion (USD 105 million) and spans across 34 acres, located in Hathras, Uttar Pradesh. Rajesh Khosla, the CEO, mentioned, “This investment reflects our deep conviction in India’s growth trajectory and the significant opportunities within the domestic packaging sector.” Explore- Most accurate data to drive business decisions with Global ALuminium Industry Outlook 2026 across the value chain High-speed and cutting-edge production systems are being installed in the greenfield facility to make it a modern manufacturing hub, expected to become operational by June 2027. The initial...
LME aluminium cash surpasses $3,600/t; supply fears intensify with declining stocks
Momentum in the London Metal Exchange (LME) aluminium prices heightened at the close of the May 5 session. The rising trend from May 1 continued with consistency, while stocks kept edging downwards. Explore- Most comprehensive and forward-looking industry-focused report — Global Bauxite & Alumina Market Forecast to 2036: Supply–Demand, Trade Flows & Price Outlook The LME aluminium cash bid as well as offer prices surged by 1.34 per cent from the closing figures on the May 1 session . The bid rose from USD 3,583 per tonne to USD 3,631 per tonne, while the offer climbed from USD 3,584 per tonne to USD 3,632 per tonne. The three-month contract followed a similar trend. The LME aluminium three-month bid and offer prices reported a gain of 1.14 per cent. As the bid edged up from USD 3,522 per...
Indian auto acceleration attracts global suppliers; aluminium supply takes centre stage
As ongoing geopolitical tensions of the Middle East conflict and the resulting inflation and shifting market dynamics bring Europe and the United States to experience a fading demand in the automotive industry, including Ford Motor Company, Stellantis, General Motors, and Volkswagen Group, auto component manufacturers eye the automotive market of India, which has been displaying robust growth. Since the 1991 de-licensing, the sector has been backed by the ‘Make in India’ initiative. The post-pandemic boom cemented India’s position as the fourth-largest player in automobile production on the global platform. Explore- Most accurate data to drive business decisions with Global ALuminium Industry Outlook 2026 across the value chain Although India does not remain untouched by the impacts of...
Canada sanctions $1.5B aid for the US tariff-stricken aluminium industry
The Federal Government of Canada has sanctioned financial aid worth USD 1.5 billion to support companies affected by the recent US tariffs imposed on aluminium, steel and copper products, effective from April 6. Commenting on the funding, Mélanie Joly, the Minister of Industry and Minister responsible for Canada Economic Development for Quebec Regions, stated, "We are taking concrete action to strengthen Canada's economy by standing behind our steel, aluminium and copper industries." Explore: The most comprehensive and forward-looking industry-focused report — Global Bauxite & Alumina Market Forecast to 2036: Supply–Demand, Trade Flows & Price Outlook Lifting the burden of immediate cash flow pressures on manufacturing and export firms across the metals value chain, which are heavily...
