Kaiser Aluminum is seeing stronger demand across aerospace, defence, packaging and semiconductor-related markets, with customer bookings extending into 2027. However, the aluminium producer’s latest results highlight a challenge: converting rising shipments and record conversion revenue into stronger profitability as planned outages, lower scrap utilisation and startup costs weigh on margins. The company reported third-quarter 2026 shipments of 300 million pounds, up from 270 million pounds in the same period last year, while conversion revenue climbed 25 per cent year-on-year to a record USD 439 million from USD 351 million. Net sales reached USD 1.21 billion. Despite the growth, adjusted EBITDA increased by only USD 3 million year-on-year to USD 84 million. A USD 29 million unfavourable...
The US aluminum industry is placing renewed emphasis on workforce safety, domestic production, and material recovery, with the Aluminum Association’s sold-out Casthouse Safety Workshop in Charlotte, North Carolina, highlighting the importance of safe molten aluminum handling. The program trained more than 120 industry workers and has been running for over 30 years, with the Association describing it as a global benchmark for casthouse operators and supervisors. The workshop comes as the industry continues to focus on strengthening domestic manufacturing capabilities and supply chains. Alongside workforce training, the Aluminum Association has called for bipartisan permitting reform to accelerate investment in US aluminum production, arguing that faster approvals could help unlock the...
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China National Machinery Industry Corporation (SINOMACH) has increased its presence in the African aluminium industry by signing an Engineering, Procurement and Construction (EPC) contract for USD 245 million for Phase II of the Huatong Electrolytic Aluminium Production Line project in Angola. The EPC Contract for USD 245 million was signed by SINOMACH International Engineering (Jiangsu) Co., Ltd. The signed accord at the 17th International Infrastructure Investment and Construction Summit Forum and Exhibition dated June 11, 2026, aims at increasing the output of the aluminium plant from the present volume by adding 120,000 tonnes through the electrolysis process. Discover: The Gulf aluminium market risks, China impact, alumina supply, carbon costs, and logistics disruptions shaping...
中文翻译附于新闻末尾，敬请继续阅读。 The global aluminium extrusion industry is currently navigating a severe structural dichotomy. If you look purely at the macroeconomic surface, the sector is riding an aggressive demand supercycle. The global push for electric vehicles, the rollout of green infrastructure, and strict regulatory mandates for lightweighting make the volume growth narrative look virtually unassailable. However, dig a little deeper into the factory floor and a much darker picture emerges. Operating just beneath this surface-level optimism is a brutal margin compression dynamic. Escalating energy costs, aggressive international trade tariffs, war, rigid limits on primary raw material supplies, and the new reality of carbon pricing are threatening to trap traditional extruders in a...
As aluminium producers and fabricators increasingly focus on high-value applications, surface finishing is playing a bigger role in the manufacturing process. One technique used extensively across the industry is bead blasting, which is commonly carried out before anodising, painting, powder coating and other finishing operations. By the time bead blasting takes place, the aluminium has already been cast, extruded, rolled or machined into its required shape. The process uses compressed air to direct fine spherical media - usually glass or ceramic beads - onto the surface of the component. The impact removes oxidation, traces of light corrosion, machining marks, residual oils and other surface contamination, while removing only a very small amount of the base material. For aluminium...
While the market may have already priced into Press Metal Aluminium Holdings Berhad much of the company’s value, based on its long-term record of successful operations and solid profitability, the company's consistent success in generating profit and operating successfully suggests that Press Metal Aluminium Holdings Berhad could continue to provide viable opportunities for the company's shareholders over the long term. Strong earnings growth supports the investment case One of the most commonly cited metrics for analysing business success is earnings per share (EPS). In many cases, earnings per share are used as an indicator of a company’s ability to deliver value for shareholders in the long term. Companies that are able to achieve sustainable growth in EPS often inspire confidence...
Hindalco Industries attracted investor attention after Novelis, its subsidiary, resumed operations at the hot mill of its Oswego facility in New York. The unit had been affected by a fire earlier, leading to a temporary disruption. The company said the hot mill is now back in operation and work is underway to gradually increase production and meet customer demand. During the shutdown, Novelis relied on its other facilities around the world to help maintain supplies. The company said that its teams worked with customers and suppliers to minimise disruptions while the Oswego plant was offline. Novelis CEO Steve Fisher said restarting the mill was an important step for both the company and its customers. He also thanked employees, customers and business partners for their support during the...
Primetals Technologies has completed an automation upgrade at the hot finishing mill of Ulsan Aluminum in South Korea. Ulsan Aluminum recently gave the Final Acceptance Certificate (FAC), marking the completion of the project. The upgrade included the virtualisation of automation servers, reducing maintenance requirements and allowing faster expansion of digital services. According to the companies, the new basic automation system has improved operational stability and maintainability at the plant. As part of the project, the process automation system database was migrated from Oracle to Microsoft SQL Server. This helped to reduce software licensing costs and simplify system support. A new Level 2 human-machine interface (HMI) has been installed to give operators better guidance and a...
Novelis has commissioned an electric pusher furnace at its aluminium plant in Sierre, Switzerland, marking a new step in the company's decarbonisation plans. The furnace is used to heat aluminium ingots before they are rolled into finished products. Until now, the process relied on natural gas, but the new system runs on electricity supplied through Switzerland's power network. According to the company, the switch is expected to cut carbon emissions by around 4,500 tonnes per year. Novelis also expects the furnace to use about 25 per cent less energy than the gas-fired equipment it replaces. The project grew out of the Net Zero Lab Valais initiative, which Novelis launched in 2022 with local energy company OIKEN, HES-SO Valais-Wallis and EPFL. The programme focuses on finding ways to...
In the foundational article of this AL Circle exclusive series, we showcased the financial reality awaiting downstream aluminium exporters in 2028 . We established that the European Union Carbon Border Adjustment Mechanism (CBAM) will permanently erase the comfortable illusion of the corporate veil. We concluded with the remark: survival requires tracking and verifying the embedded carbon inherited from every upstream supplier. Today, we confront the exact mechanics of that legacy. During the initial CBAM rollout, regulatory attention focused heavily on the importation of basic upstream commodities. The compliance model for simple goods, like unwrought aluminium, was administratively demanding but fundamentally linear. Importers calculated the emissions of a distinct metallurgical process...
After Turkey’s move to guard its domestic aluminium foil industry from Chinese dumping , India has decided to extend the anti-dumping duty on aluminium foil imports from China, Indonesia, Malaysia and Thailand until December 15, 2026. The decision was passed as domestic producers like Hindalco Industries Limited and SRF Altech sought the continuation of the levy to safeguard local manufacturers from unfairly priced imports. The move aims to ensure that current trade protection measures remain active while the Directorate General of Trade Remedies (DGTR) under the Ministry of Commerce continues its Sunset Review investigation into imports of "aluminium foil 80 micron and below" originating in, or exported from, the four countries. Explore the accurate insights and forecasts for the...
Novelis, a globally prominent sustainable aluminium solutions provider and aluminium rolling and recycling firm, has officially announced the restart of its hot mill at its Oswego facility in New York. The earlier-than-expected recovery helped ease concerns over material shortages and production losses across the automotive sector. Following the outage in late 2025, Novelis leveraged its global network of hot rolling and finishing facilities to minimise disruptions and support customer requirements. Cross-team collaborations with customers and industry stakeholders helped sustain supply flows and maintain operational continuity. Commenting on the resumption of operations, Steve Fisher, President and CEO, Novelis, stated, “Restarting the Oswego hot mill is an important step forward for our...
Hindalco Industries is betting on its downstream aluminium business to drive the next phase of growth, with the company expecting annual operating profit from the segment to increase by 15-18 per cent over the next five years. According to Satish Pai, Managing Director of Hindalco Industries, the company is seeing strong opportunities in sectors such as transportation, energy storage, batteries and data centres, all of which are expected to increase their use of aluminium. Pai said Hindalco began shifting more investment towards downstream operations in 2018 and is now entering a phase where it expects to benefit from those investments. Unlike primary aluminium, which is heavily influenced by global commodity prices, downstream products involve additional processing and are made to meet...
Investment firm Intech Investment Management reduced its stake in Kaiser Aluminum during the fourth quarter, selling a large portion of its holdings in the company. The move came as a number of other institutional investors also adjusted their positions in the aluminium producer. Large shareholders, including Vanguard Group, State Street, Dimensional Fund Advisors, American Century Companies and Wellington Management, continued to hold significant stakes in the company. Kaiser Aluminum’s shares have performed strongly over the past year, trading well above their 52-week low and approaching record levels reached during the period. Kaiser Aluminum recently reported quarterly results that beat market expectations. The company posted earnings of USD 3.74 per share, compared with analyst...
Turkey has officially retained the 22 per cent CIF anti-dumping (AD) duty on Chinese aluminium foil imports for the next five years. The decision extends trade protection measures that have been in place for more than a decade. According to Notice No. 2026/16 issued by the Turkish Ministry of Trade on May 24, 2026, a 22 per cent duty based on the CIF (Cost, Insurance and Freight) value of imports will continue to apply with immediate effect. The decision follows the conclusion of the country’s second sunset review investigation. Explore the accurate insights and forecasts for the aluminium flat rolled products (FRP) market in Aluminium Flat Rolled Products: Insights & Forecast to 2032 The duty includes unsupported sheets and strips of rolled aluminium within the thickness of 0.2...
MBK Partners has completed the acquisition of Japanese aluminium packaging producer Altemira Holdings, a deal that successfully cleared Japan's economic security review process. The private equity firm acquired a controlling stake in Altemira from Apollo Global Management. The transaction was valued at approximately JPY 130 billion (USD 811 million) on an enterprise value basis. The deal comes just weeks after MBK withdrew from its planned acquisition of Makino Milling Machine, which faced objections from Japanese authorities over national security concerns. According to industry sources, both transactions were reviewed under Japan's foreign exchange law, which requires government approval for foreign investments in sectors considered important to national security and public safety....
Scandium Canada has signed a mutual non-disclosure agreement with the University of Waterloo to begin research on aluminium-scandium alloys for additive manufacturing applications. The collaboration brings together Scandium Canada's Scandium+ division and the University of Waterloo's Multi-Scale Additive Manufacturing Laboratory (MSAM), a research centre based at Catalyst137 in Kitchener, Ontario. The first phase of the project will focus on developing manufacturing parameters for Laser Powder Bed Fusion (L-PBF), a metal 3D-printing process widely used for producing complex components. The partners said the work is intended to help expand the commercial use of aluminium-scandium alloys while lowering production costs. Aluminium-scandium alloys have attracted growing attention because they...
CBC India’s Ingredients & Packaging Solutions (IPS) Division has signed an exclusive partnership agreement with Metalco-Alupack, a European manufacturer of pharmaceutical aluminium packaging solutions. The partnership will support the distribution and market development of Metalco-Alupack's products in India and expand CBC India’s packaging portfolio for the pharmaceutical sector. Metalco-Alupack manufactures seamless anodised aluminium containers used for chemical and pharmaceutical products, including sterile active pharmaceutical ingredients (APIs). The company supplies pharmaceutical packaging solutions to customers in multiple markets and provides regulatory support for its products. Commenting on the partnership, Mario Bartolomei, Managing Director of Metalco-Alupack, said the...
Financial performance by Goyal Aluminium in the quarter ending March 2026 was very strong, and this is due to an increase in both revenue generation and profitability relative to the previous year. The firm generated standalone net sales worth INR 285.1 million (USD 3.34 million) for the March 2026 quarter, registering an impressive jump of 80.89 per cent from Rs 157.6 million (USD 1.85 million) reported in the March 2025 quarter. Net profits posted in March 2026 were very healthy at Rs 18.3 million (USD 214 thousand), compared to just INR 100 thousand (approx. USD 1,100) posted in March 2025. There was a huge jump of 24 thousand per cent in profits from a year ago. EBITDA for the company was INR 22.7 million (USD 266,000) during the quarter of March 2026, an increase of 845.83 per cent...
Andhra Pradesh Minister for Education, IT and Electronics, Nara Lokesh, met senior officials of RUSAL on the sidelines of the St. Petersburg International Economic Forum (SPIEF) 2026. The main objective was to discuss RUSAL’s potential investment in Andhra Pradesh and opportunities to expand aluminium manufacturing in the state. Lokesh reviewed the progress of RUSAL’s investment in Pioneer Aluminium Industries, where the company bought a 26 per cent stake in March 2025. Pioneer Aluminium runs a 1.5 million tonne-per-annum alumina refinery in Andhra Pradesh and supplies both domestic and export markets. During the meeting, Minister Lokesh invited RUSAL to analyse the next phase of investment by setting up aluminium smelting capacity beside the existing alumina refinery. According to the...
