AlCircle News Edited By "Staff Editor"
Rio Tinto is in talks with Chinalco, aiming to resolve shareholding restrictions
Rio Tinto is re-examining a long-standing shareholder constraint that has shaped its capital strategy for more than a decade. Speaking at the miner’s annual investor day, CEO of Rinto Tinto, Simon Trott, confirmed active discussions with its largest shareholder, Aluminium Corporation of China Limited (Chinalco). The goal is to resolve governance limits that restrict Rio Tinto’s ability to conduct share buybacks. “In terms of the Chinalco shareholding, we’re actively working with Chinalco on solutions to address that constraint and what that might look like,” Trott said. He also added that progress would take time and that “there's nothing concrete at this stage.” Read More: Rio Tinto to invest $50 million to improve waste handling at Tiwai Point The talks gain added significance following...
Aluminium market in China heats up with a simultaneous export slump and price jump
China’s steel and aluminium sectors are moving in sharply different directions, with steel exports surging even as aluminium shipments decline. Steel mills, facing weak domestic demand from the flagging property sector and operating near Beijing’s informal output cap of 1.005 billion tonnes, have aggressively pushed into overseas markets. Exports rose 6.7 per cent to 107.72 million tonnes in the first eleven months of the year, while aluminium exports showed absolutely a reverse trend. China’s exports of refined aluminium and related products dropped 9.2 per cent in the January to November period, amounting to 5.59 million tonnes. With domestic production expected to come in near the 45 million tonne annual cap, stronger demand from manufacturing and the energy sector has kept more metal...
Klein Dytham delivers a new face to Cartier’s Ginza store with aluminium artistry
Cartier’s refreshed presence in Tokyo’s Ginza district now arrives with a markedly softer note, after Klein Dytham Architecture reimagined the store’s frontage with sweeping aluminium forms that recall the movement of a wedding dress. In an area monopolised by rigid vertical lines and tightly packed towers, the studio set out to introduce a quieter visual rhythm. Co-founder Mark Dytham said the idea was to bring “a gentle, sculptural calm” to the busy streetscape, favouring fluid shapes over the surrounding geometric order. Layered curves were used to build depth and create a sense of anticipation rather than compete with neighbouring structures. Explore- Most accurate data to drive business decisions with 50+ reports across the value chain The flowing profiles were achieved through...
UK’s midstream with Metalysis entering high-grade aluminium-scandium alloy production
Metalysis has begun producing high-purity aluminium scandium alloy powder (Al₃Sc), which defines a significant step for Western manufacturers seeking secure alternatives to Chinese-controlled supplies of rare earth elements and critical minerals. Metalysis, spanning across the extended regions of South Yorkshire, considers the development as central to rising demand from the semiconductor, aerospace and defence industries. Its progress aligns closely with the UK’s newly released Critical Mineral Strategy: Vision 2035, published on November 22, identifying the expansion of midstream processing as a strategic imperative. Metalysis is already regarded as a key midstream asset for both the UK and allied nations. Explore- Most accurate data to drive business decisions with 50+ reports across...
RUSAL eyes India as a viable market for its low-carbon aluminium portfolio
India is recognised as one of the most promising markets for low-carbon aluminium by RUSAL, owing to its fast-evolving energy and electrical infrastructure landscape. The Russia aluminium company is aligning its advanced aluminium solutions with India’s ambitions in grid modernisation, renewable energy expansion, and also industrial electrification. India’s growing power demand is driving a fresh look at the materials used across the energy sector. RUSAL believes aluminium fits these needs well, thanks to its strong conductivity, lighter weight and high recyclability. The company is accordingly promoting advanced aluminium alloys for use in power transmission systems, renewable energy projects and heavy electrical equipment, where performance and sustainability are increasingly critical....
SUS launches t2-01 aluminium unit house based on the 4R architecture
SUS Corporation, a leading producer of aluminium profiles in Japan, have recently launched the t2-01 aluminium unit house. This is a new type of 4R architecture that uses sustainability norms within its manufacturing protocol. The four “R” of 4R stands for - Reduce, Reuse, Recycle and Remain. The recycled aluminium produced in the casting plant of SUS is used for the manufacturing of structural columns, beams and roof members of the t2-01 aluminium unit house. As per the company, only about 3 per cent of the energy is required for producing primary aluminium from recycled aluminium. It helps to reduce the overall emission of carbon dioxide, which in turn supports a circular use of materials for more sustainable usage. The sale of the t2-01 aluminium unit house has started on November 4,...
Pentagon supports ElementUSA to loosen China’s monopoly on critical minerals
The US Department of Defence has reportedly directed USD 29.9 million to ElementUSA for establishing a demonstration facility aimed at producing gallium and scandium on American soil, with a strong focus on leveraging alumina refining. The goal of the project is to ramp up domestic production of processed critical minerals and derivative materials. Initial development of the project will take place in Cedar Park, Texas, forming a two-state effort to revive processing capacity; the US has largely surrendered over decades. Explore- Most accurate data to drive business decisions with 50+ reports across the value chain At the heart of the decision is the Pentagon’s concern over its supply chain vulnerabilities. Mike Cadenazzi, Assistant Secretary of Defence for Industrial Base Policy,...
Imported aluminium duty weighs heavily on Telangana fabricators
Telangana’s aluminium manufacturers are facing a pocket pinch following the continuous price rise of the primary metal. For many small and mid-sized units, particularly the ones in secondary production and fabrication, the price jumps have become difficult to absorb. The 7.5 per cent duty on imported raw aluminium has pushed landed prices higher, leaving MSMEs that rely on stable inputs struggling to stay competitive. A state with a growing aluminium footprint Over the past few years, Telangana has built up a sizable downstream aluminium base. The state is home to a mix of extrusion units, fabrication workshops and MSMEs producing a wide range of aluminium profiles and finished items. Companies such as Global Aluminium Pvt Ltd, which operates extrusion plants in the region, and Mahasai...
Modern MIG tools are rationalising aluminium welding
Aluminium has been turning up in more workshops lately, mostly because manufacturers want parts that are lighter and still strong enough to handle daily wear. As this shift continues, many fabricators have picked up MIG equipment designed to work with aluminium. The machines themselves have become far easier to use than the older kits, so welders aren’t fighting with settings every few minutes. People sometimes think aluminium is tricky to weld. That idea hangs around, but the reality is a bit different. The metal simply reacts to heat in its own way. It pulls heat quickly, builds an oxide skin that needs to be cleaned off and behaves differently once the weld pool starts forming. Once a welder gets used to that, the job becomes much more predictable. Explore- Most accurate data to drive...
BAPAN flags alleged illegal bauxite mining, pushes ESDM for transparent probe
The Riau Islands office of the National Asset Research Agency (BAPAN) has submitted a complaint to the Ministry of Energy and Mineral Resources (ESDM) in regards to alleged illegalities occurring with bauxite mining operations in West Kalimantan. The complaint raised questions about mining operations and the export of products from the province of Riau Islands and requested an official investigation by the appropriate authorities. The complaint was filed on Wednesday, December 3, 2025, by Ahmad Iskandar Tanjung, representing BAPAN Riau Islands. He stressed that the filing was meant to ensure transparency and fairness in law enforcement. “We filed this report because these activities have caused massive financial losses to the state,” Ahmad said in Jakarta. Explore- Most accurate data to...
Hind Aluminium’s position in the non-ferrous market suffers from continued financial strain
Amidst a tough financial premise and bleak market sentiment, Hind Aluminium’s marketing strategy has come under fresh scrutiny. Concerns across quality, valuation, financial performance and technical indicators are going to be reassessed, which clearly highlights the difficulties the company is facing in the Non-Ferrous Metals space. A new take on the assessment and market performance After a detailed review of the company’s fundamentals and trading patterns, Hind Aluminium’s evaluation was adjusted to reflect its weakening standing. Although it remains a microcap with the usual higher volatility and risk, the updated assessment shows the company has slipped further in its overall market position. Explore- Most accurate data to drive business decisions with 50+ reports across the value...
The acquisition offer of ProfilGruppen AB has been discarded
The acquisition offer of ProfilGruppen AB for its profile operations in Poland has been rejected. Initially, in February 2025, the company was given the right to the anonymous aluminium plant in Poland on lease. The announcement was made then that ProfilGruppen would take necessary action to acquire the aluminium plant in Poland. Also Read: EAS aluminium advances construction of its integrated production campus strong momentum continues as the company targets further expansion in 2026 Following the latest announcement of acquisition rejection, the company has to close all its operations and vacate the facility by early January 2026. However, there is still a small hope that the team handling the bankruptcy case might return with a new offer or solution before the factory closes...
China pushes surplus petrol cars abroad as EV engulfs the domestic market
China’s rapid embrace of electric vehicles has transformed its home market so completely that gasoline-powered cars, once the backbone of global automakers’ operations in the country, have been pushed to the margins. As Chinese consumers started embracing EVs, traditional foreign manufacturers were not the only ones left struggling. Renowned Chinese automakers faced the same with their combustion-engine sales drop in their country. While Western governments have focused their defensive measures on China’s subsidised electric cars, it is China’s petrol models that are increasingly appearing in markets from Poland and South Africa to Uruguay. Fossil-fuel vehicles have represented 76 per cent of China’s auto exports since 2020, with total foreign shipments climbing from 1 million annually to...
Rio Tinto signals structural shift with elevated output and cost discipline
At the 2025 Capital Markets Day, Rio Tinto has indicated a decisive shift in how it intends to build value over the coming decade. Rather than unveiling something radical, the company is reframing its entire operating philosophy around clarity: sharpen the portfolio, simplify the structure, and strengthen returns. Chief Executive Simon Trott outlines how these guiding ideas are being translated into practical measures across the business. At the centre of Trott’s message is the conviction that Rio Tinto already holds the right mix of assets and market exposure, which is the need of the hour. The company is therefore anchoring its strategy around three pillars designed to raise performance to what management believes should be industry-leading levels. The first pillar is focused on...
NALCO’s breakout year: lower cost with high production signals dramatic growth
While most of the public sector stocks tend to slip in and out as per the market conditions, National Aluminium Company Limited (NALCO) has shifted firmly back into focus. The aluminium producer has staged one of its strongest rallies in recent years and is now prompting investors to reassess its long-term potential. Even after delivering close to an 88 per cent return this financial year, the stock still appears reasonably valued and supported by sturdier fundamentals than in previous cycles. This has led to the inevitable question: Is there room left to add it at current levels? On Thursday, the company’s shares closed at INR 269.20 (USD 3.00), a 1.01 per cent rise over the previous session’s INR 266.50 ( USD 2.96), taking its market capitalisation to INR 49,442.13 crore (USD 5.49...
Hydro gains international praise for innovative advances in aluminium recycling
Hydro has received prominent recognition at the Dezeen Awards in London, securing both “Material Innovation of the Year” and “Sustainability Project of the Year” for its progress in aluminium recycling. Hydro’s Hydro CIRCAL 100R, made solely from post-consumer aluminium through advanced recycling, earned the accolades after being used by global designers to create finished works. Hydro wins recognition for the 2024 debut of Hydro CIRCAL 100R and the 2025 R100 project.. Asle Forsbak, Marketing and Communication Director at Hydro Extrusions and project lead for both initiatives, describes the recognition as an important signal from the wider design community: “Following the Elle Decoration International Design Award for best Sustainable Achievement, which we received earlier this year, this...
Hubei introduces world’s first one-piece large aluminium frame installed in BYD vehicles
On December 2, 2025, Chinese automotive equipment manufacturer Hubei Hantek Equipment Manufacturing Co., Ltd. unveiled the world’s first one-piece, low-pressure-cast, all-aluminium large-vehicle frame at the 2025 Yangtze River Industry and Technology Innovation Conference in Hubei. The structure is now installed on the BYD Yangwang U8L, a luxury electric SUV launched in September 2025. Explore- Most accurate data to drive business decisions with 50+ reports across the value chain A frame that breaks engineering limits The aluminium frame covers 4.2 square meters and features a wall-thickness range from 4 mm to 50 mm, an extreme 12:1 ratio never achieved in previous projects. Hantek emphasised that no prior global project has successfully cast a frame with such extreme thickness variation,...
Vedanta stock surges over $6 on stronger outlook as expansion gains traction
Vedanta’s stock has entered a strong momentum zone. The global metal producer hit a new high of INR 542 (USD 6.03) on the BSE on Thursday, December 4, rising 2 per cent in intra-day trade. The stock has now rallied 10 per cent in eight sessions, reflecting a notable shift in investor sentiment. Over the past six months, vedanta limited has surged 24 per cent, sharply outperforming the BSE Sensex’s 5 per cent and the BSE Metal Index’s 12 per cent rise. The current rally is not a one-off. It is the outcome of operational discipline - seen in reduced aluminium cash costs and steady zinc volumes - along with firmer global aluminium premiums, strategic expansion, and stronger global cues that are aligning at the same time. Explore- Most accurate data to drive business decisions with 50+...
