AlCircle News Edited By "Trisha Hazra"
Trisha Hazra is a rising digital marketing enthusiast who is passionate about writing and content creation. She is pursuing an MBA in Digital Marketing and is on a journey to blend creativity and aluminium with strategic insights.
Livium targets rare earth recovery from EV batteries to tap into $9.6B global REE market
Livium, which previously was known as Lithium Australia, sets its sights on transforming recycled EV batteries into a new source of rare earth materials for future tech supply chains. The firm has initiated discussions with international rare earth element (REE) developers and Australian technology providers to explore extraction solutions, laying the groundwork for potential collaborations and licensing agreements aimed at strengthening REE recycling capabilities. Livium views REE extraction as a strategic extension of its recycling services for enterprise clients, unlocking a significant commercial opportunity. The company highlighted that recycling is expected to contribute to the USD 9.6 billion global addressable REE market by 2026. The company's subsidiary, Envirostream, already...
Kaiser Aluminum's new milestone unlocked: 52-week high at $97.00
After achieveing a strong Q2 earnings beyond Zacks Consensus Estimate , Kaiser Aluminum's shares have reached a new 52‑week high of USD 97.00, indicating a powerful market statement underscoring investor confidence and a remarkable turnaround from last year's low of approximately USD 46.81. It has tapped an impressive year-to-date gain of 34.9 per cent. According to the InvestingPro analysis, Kaiser Aluminum has delivered a strong 1-year performance with an 18.68 per cent gain, backed by 19 consecutive years of dividend payouts and a current yield of 3.3 per cent. With a price-to-earnings ratio of 29.45, the stock is currently trading above its estimated Fair Value. Week-on-week share price analysis On July 18 2025, the firm's stock opened at USD 91.07 and closed slightly lower at USD...
Kaiser Aluminium’s Q2 earnings outperform analyst estimates - a sign of resilience or temporary lift?
Kaiser Aluminium, a US-based company specialising in the manufacturing and sale of semi-fabricated speciality aluminium products, has released its quarterly financial report for the period ending June 30, 2025. The report highlights the company's continued focus on delivering high-performance aluminium solutions across aerospace, automotive and industrial sectors, reinforcing its position as a key supplier in high-value downstream markets. Image source: kaiseraluminium.com According to the financial updates revealed, Kaiser Aluminium’s Q2 earnings stood at USD 1.21 per share for the quarter, significantly surpassing the Zacks Consensus Estimate of USD 0.49 per share. This marks a substantial year-on-year increase of 86.15 per cent compared to earnings of USD 0.65 per share in the same...
South32 exceeds aluminium targets, boosts outlook with strong FY25 performance
South32, a leading global mining and metals company, has announced that two of its aluminium operations exceeded production targets in FY25. Notably, Brazil Aluminium and Mozal Aluminium, two of the company's key smelters, have surpassed their targets by 6 per cent and 1 per cent, respectively, reflecting strong operational performance and continued efficiency improvements. What's the secret behind this rapid growth in aluminium production? Image source: south32.net Following the restart of operations, the Brazil Aluminium smelter recorded a 30 per cent increase in saleable production in Q2 FY25, reflecting a substantial ramp-up. Similarly, Mozal Aluminium achieved a 13% rise in saleable output during the same period, despite challenges posed by civil unrest in Mozambique and ongoing...
Telestack barge loader enables efficient bauxite handling for Guinea’s Bon Ami Project
The Bon Ami Project in Guinea, which began back in 2018, have successfully implemented the robust and high-capacity Telestack barge loading systems, helping to meet the demanding conditions prevailing in bauxite imports. The design of the project aims towards rapid construction, which started its production in Q2 2024. Image source: telestack.com In order to address the operational requirements of the Bon Ami Project, a Telestack TB 58 barge loader with a capacity of 3,000 tph at a bulk density of 1.5 T/m³ was installed. Purpose-built for handling bauxite, this high-capacity unit is integrated into a streamlined system where it is fed by two Buffalo reclaim feeders, assisted by dozers. The material is transferred onto a 1 km jetty conveyor for efficient delivery. This setup is designed to...
Shanghai aluminium hits 9-month high on hopes of robust China demand
Surging demand for aluminium in China has brought renewed attention to the most-traded aluminium contract on the Shanghai Futures Exchange (SHFE). On Tuesday, SHFE aluminium prices reached their highest level since November, signalling a potential upward trend driven by China's intensified focus on industrial growth and increased metals consumption. After reaching a previous high on November 12, 2024, SHFE aluminium surged again on July 22, 2025, rising by 0.75 per cent to RMB 20,900 (USD 2,913.26) per tonne as of 0702 GMT. In parallel, SHFE alumina (SAOcv1) climbed 4.23 per cent to RMB 3,452 (USD 480.67) per tonne, the highest level since February 26, 2025. As of July 18, aluminium inventories at SHFE-monitored warehouses (AL-STX-SGH) stood at 108,822 tonnes, reflecting the lowest level...
Powering progress: ASEAN’s clean energy momentum and aluminium sector’s low-carbon shift
ASEAN’s shift to renewable energy is being slowed not by technology or cost. Although solar PV prices have plunged 80 per cent and battery costs by 70 per cent over the past decade, the region lacks unified policy frameworks like harmonised renewable energy certificates, emissions accounting, and coherent regional regulations. Southeast Asia is positioned at a critical juncture in its energy transition, with electricity demand across the ASEAN bloc expected to rise by 30 per cent by 2030, driven by urban expansion, higher income levels and accelerating digitalisation. Moreover, the government is underway to demonstrate rapid clean energy deployment, which is significantly possible under promising conditions. Vietnam & Indonesia’s energy collaboration Vietnam, in 2020, became the...
PPG unveils next-gen BPA-and PFAS-free coatings for aluminium can easy-open ends
Aluminium beverage cans continue to lead in innovation, with a significant industry update from PPG Industries, Inc., a Fortune 500 American supplier of paints, coatings and speciality materials. The company has expanded its range of BPA-and PFAS-free coatings for aluminium can ends, representing a key advancement for can manufacturers and beverage brands focused on enhancing product sustainability and maintaining quality assurance. Image source: IndiaMART The expanded portfolio features three core coatings engineered explicitly for both internal and external applications on aluminium can ends, commonly known as "easy-open ends." Each coating solution is tailored to address distinct manufacturing or end-product challenges, ranging from flavour preservation to optimising production...
China’s demand surge fuels Guinea’s H1 bauxite exports to almost 100Mt in just 6 months
Guinea’s bauxite exports saw yet another hike in Q2 2025, bringing the total export volume in H1 to 99.8 million tonnes, driven by strong Chinese demand that outweighed the impact of regulatory constraints. In comparison with H1 2024, the export volume recorded an annual hike of 36 per cent from 73.4 million tonnes. In Q1 2025, Guinea exported 48.6 million tonnes of bauxite, which rose 5.4 per cent Q-o-Q to 51.2 million tonnes in the second half of 2025. China's leading state-owned aluminium producer, CHALCO, exported approximately 8.9 million tonnes of bauxite from Guinea in the first half of 2025. Complementing this, CDM-CHINE, a joint venture between a Chinese firm and the Guinean government, shipped around 4.1 million tonnes and SPIC contributed 1.8 million tonnes. Also read: Guinea...
Canada to revise 25% tariff on the US trade on aluminium & steel?
A new development has surfaced in the US–Canada trade relationship. As of July 2025, Canadian Prime Minister Mark Carney announced a potential revision of the existing 25 per cent retaliatory tariff on US aluminium and steel products. This move is contingent upon the outcome of trade negotiations between the two nations and if no agreement is reached within the next 30 days, the tariff structure will be reassessed. The announcement follows a formal policy update issued in July, establishing a conditional framework to guide tariff adjustments based on the progress and direction of ongoing bilateral discussions. A throwback to the ongoing trade tension between the US and Canada The trade tensions between the US and Canada escalated when the US imposed a 25 per cent tariff on all Canadian...
China & Japan sees aluminium ingot market shift in June-July
In mid-July, China's aluminium ingot prices remained stable, supported by elevated raw material costs and ongoing efforts to reduce inventory buildup. Despite increased motorcycle production and government subsidies driving the demand, overall market growth remained subdued due to seasonal slowdowns, export challenges and weaker order volumes. Meanwhile, in Japan, demand for high-purity ingots, particularly from the automotive and aluminium sectors, is providing market support. Image source: IndiaMART For the week ending July 11, 2025, aluminium ingot prices in China remained stable, marking consistent growth from the previous week. Rising raw material costs and a significant reduction in supply-side availability drove this trend. On the supply front, weekly bauxite arrivals at domestic...
Indofen’s AL downstream & recycling to get Siemens’ assisted real-time insights
A strategic collaboration has emerged, reinforcing digital transformation while redefining the aluminium recycling and die-casting landscape. Indofen Furnaces LLP, a leading manufacturer of furnaces for the aluminium and die-casting sector, has partnered with Siemens, the German industrial automation leader, to drive data-driven advancements through real-time operational insights in aluminium recycling and die-casting. Image source: IndiaMART This move by the collaborating businesses will unlock higher levels of efficiency, scalability for customers and sustainability, creating a diversified change within the aluminium foundry and recycling sector. In the die-casting sector, where fuel intensity, operational continuity and process consistency play a critical role, striking the right...
Hydro voluntarily terminates PPA with Cloud Snurran AB in EUR 90 million settlement
Hydro, a leading aluminium and renewable energy company, has voluntarily agreed to terminate a long-term power purchase agreement (PPA) with Cloud Snurran AB and is deemed to receive a settlement compensation amounting to nearly EUR 90 million (USD 98.1 million). The amount for compensation is dependent on the realised values from the future sales process as well as the agreed value sharing mechanism. Initially, the PPA between Hydro Energy AS and Cloud Snurran AB could be traced back to 2018, which was initiated for an annual baseload supply of 300 GWh for a decade starting from 2020 to 2030. Additionally, a 500 GWh annual baseload supply was agreed for the period between 2031 and 2049. Why the sudden revocation of the agreement? Cloud Snurran AB came into a major financial struggle and...
Manaksia Aluminium sees sales growth and technical momentum amid long-term financial strain
Manaksia Aluminium Company, a leading Indian manufacturer and supplier of aluminium products, has reported a score adjustment reflecting shifts in its technical trends. In the past six months, the company has recorded a 25.15 per cent rise in net sales and demonstrated a substantial operating profit to interest ratio. But despite these positive indicators, the company's long-term fundamentals remain weak, highlighted by a high debt-to-EBITDA ratio. According to the report of Moving Average Convergence Divergence (MACD), a shift in the firm's stock technical indicators have signalled bullish movement week-on-week, where the month-on-month remains mildly bearish. On the other hand, Bollinger Bands show a bullish trend for both the week-on-week and month-on-month periods, suggesting a...
Volvo faces $1B hit from EU-US auto trade row, urges EU to ease duties for reciprocal gains
The US-EU tariffs on each other’s automotive industry have already created a ruckus among the manufacturers, importers, and exporters of the same. A Swedish multinational automotive company like Volvo also could not escape the chaos and thus, appealed to the EU government to cut the tariff on US car imports after facing a loss of nearly USD 1 billion. Volvo cars CEO Hakan Samuelsson said the European Union should reduce duties on US car imports to get the same treatment from the US, especially when Brussels is working towards a trade agreement with Washington. He made a statement stating, "I think it's unnecessary, the European car industry does not need to have any protection from American auto builders" Backed by China's Geely, Volvo stands among the most impacted European automakers by...
Bauxite prices dip owing to declined demand and supply in first half of 2025
As of June 2025, global bauxite prices have declined, primarily due to reduced import volumes in China. At the same time, alumina refineries and ports have reported higher inventory levels, reflecting an oversupplied market. In response to ongoing global supply uncertainties, major Australian producers such as ABx and Rio Tinto are ramping up production. Looking ahead, bauxite demand is expected to rise through the remainder of 2025, driven by expanding infrastructure projects in emerging economies. The bauxite price in China shows a decline in June 2025, which was mainly due to the high imports from the big producing nations. Moreover, the region has also witnessed a decline in their overall domestic aluminium production by 3.23 per cent month-on-month, directly affecting its overall...
Alcoa's Q2 2025 results: What does the other half of FY’25 hold?
Strong results amid market headwinds, Alcoa's Q2 2025 earnings reflect resilience worth noting. On July 17, Alcoa Corporation, an American-based leading aluminium manufacturer, posted its financial performance for the second quarter of 2025. This report represents the firm's strong operational performance with a subsequent increase in its cash deposits, irrespective of the lowered alumina and aluminium prices, with increased tariff costs. Image source: wikipedia.org Q2 in a nutshell In Q2 2025, Alcoa demonstrated strong operational performance, underpinned by robust aluminium production. The company also reported increased sales following the completion of its acquisition of a full 25.1 per cent ownership interest in the joint venture with Saudi Arabian Mining Company, Ma'aden, effective...
Vedanta Aluminium empowers over 15,000 youth through industry-aligned skilling initiatives across India
On this World Youth Skills Day, Vedanta Aluminium, India's largest aluminium producer, has considered each word quite literally. The firm celebrated the day with heightened growth, incorporating grassroots innovation with value-driven employability programs across all its business units by empowering over 15,000 youth across the country. Image source: vedantaaluminium.com Spanning rural and industrial areas in Odisha, Chhattisgarh and Andhra Pradesh, the firm's initiatives supported the youth to be equipped with job-ready skills in high-demand trades and fostered inclusive, sustainable livelihoods. The firm's efforts in upskilling were aligned by keeping in mind the needs of the locals as well as meeting global industry trends. The initiative provided these youths with hands-on training...
