China exported 208,000 tonnes of aluminium flat-rolled products (FRP) to the United States in the first half of 2026, compared with 55,000 tonnes in the same period last year. This was an increase of 278.2 per cent, with plates, sheets and strip accounting for most of the growth. Exports of plates, sheets and strip (HS 7606) reached 184,000 tonnes in H1 2026, up from 33,000 tonnes a year earlier, an increase of 457.6 per cent. Shipments rose from 86,000 tonnes in Q1 to 98,000 tonnes in Q2, up 14 per cent. Compared with the 13,000 tonnes exported in Q2 2025, the latest figure was 653.8 per cent higher. To know the global production, demand and consumption forecasts of aluminium extrusions, explore our report " The World of Aluminium Extrusions to 2035 " In 2025, exports of plates, sheets...
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...
Grow with
AL Circle
Kaiser Aluminum Corporation has seen insider selling, worth about USD 2.6 million at an average price of around USD 174. An independent director Brett Wilcox has sold his shares. To know the long-term bauxite market forecast, book our report: “ Global Bauxite & Alumina Market Forecast to 2036: Supply–Demand, Trade Flows & Price Outlook ” The transaction is significant as it accounted for roughly 56 per cent of his total holding. It is also the largest insider sale in the company over the past year. The sale took place close to the current market price, which suggests a sharp price peak did not drive it, but it still signals caution for investors. Over the past year, there have been no recorded insider purchases in the company. The lack of buying, along with recent selling, may suggest...
Leading company in the Austrian aluminium industry, AMAG Austria Metall AG, posted its financial results for the January-March quarter (Q1) 2026, displaying a modest revenue increase but robust gains, driven by favourable pricing dynamics. The lowered raw material or alumina cost and a continued upward trend in aluminium prices, both in the London Metal Exchange (LME) and the US Midwest premiums , helped the company navigate through the trade disruptions caused by the Middle East conflict. AMAG CEO Dr Helmut Kaufmann noted, "The very good earnings in the first quarter of 2026 underline the stability of our business model and the high performance of our organisation. AMAG has thus once again proven itself to be a reliable company, even in a challenging and volatile environment." Explore-...
Manaksia Aluminium Company Limited, in the third quarter (Q3) of the financial year of 2025-26, is witnessing a gradual shift in the market trend, as improving technical indicators are offsetting a mixed financial performance. While near-term financial figures seem to bring about a pause in market momentum, longer-term growth metrics and recent stock market momentum are shaping a more solidified outlook among investors. Explore- Most accurate data to drive business decisions with Global ALuminium Industry Outlook 2026 across the value chain Flat financial performance, but long-term growth potential Manaksia Aluminium’s Q3 FY25-26 performance remained largely flat, indicating a temporary slowdown after a period of expansion. However, the broader trajectory remains encouraging, with...
Constellium started 2026 with stronger earnings and improved margins, posting what the company described as its best quarterly Segment Adjusted EBITDA performance to date. Revenue for the first quarter came in at USD 2.5 billion, up 24 per cent from the same period last year, while net income rose sharply to USD 196 million, compared with USD 38 million a year earlier. Shipments were slightly lower at 370,000 tonnes, down 1 per cent year-on-year. Adjusted EBITDA reached USD 359 million, although that figure included a positive non-cash metal price lag impact worth USD 97 million. Also read: Ardagh Metal Packaging Q1 revenue up 19% while EBITDA rise 15% Performance improved across the company’s operating divisions. The P&ARP segment delivered quarterly adjusted EBITDA of USD 151 million,...
JPMorgan Chase & Co has downgraded Kaiser Aluminum Corporation to Underweight from Neutral, citing valuation concerns despite strong recent performance. The brokerage raised its price target to USD 142 from USD 124, even as the stock trades significantly higher at around USD 172.52. Shares have surged 175 per cent over the past year and 93 per cent in the last six months, prompting concerns that much of the upside is already priced in. Also read: Fujian Minfa Aluminium reports $4.3M FY2025 loss as revenue declines and earnings reverse Analyst Bill Peterson noted that the stock is trading above historical levels and beyond the firm’s valuation benchmark, indicating potential overvaluation. The company gained from strong demand in end-markets and wider margins. These came from key...
The Government of India, through its Directorate General of Trade Remedies (DGTR) under the Ministry of Commerce, has launched an anti-subsidy investigation on aluminium wire products from Malaysia. The concern for a probe was raised by the leading Indian aluminium manufacturers, such as Vedanta Limited, Hindalco Industries Limited, and Bharat Aluminium Company Limited, urging for a review to finalise an extension to the duties for trade protections. On Monday, the government announced that the probe has been made in light of the existing countervailing duties (CVDs) on Malaysia’s exports of “Aluminium Wire/Wire Rods above 7 mm diameter” (HSN code: 760511) that are scheduled to lapse in September. Under World Trade Organisation rules, countries can levy such duties to protect domestic...
India’s aluminium tariff regime, especially now in 2026, has become a regulatory fault line between upstream smelters chasing security, downstream processors absorbing cost pressure, recyclers fighting for cheaper feedstock and the country is trying to balance it all to keep a lid on inflation while building a strategic industrial base. A tariff to protect, but not to simplify At the centre of the debate is India’s differentiated duty structure. Primary aluminium under HS 7601 is charged at 8.25 per cent, scrap under HS 7602 at 2.5 per cent, bars, rods, profiles, plates, sheets and strips at 7.5 per cent, foil at 7.5 per cent-10 per cent, and finished structures and articles at 10 per cent. That means that the duty structure has created a constant friction point, because preferential...
For the year ending December 31, 2025, Fujian Minfa Aluminium Inc. experienced a downturn in its financial performance compared with the previous year. Revenue came in at CNY 1896.75 million (USD 277.44 million), marking a decline from the CNY 2229 million (USD 326 million) recorded in 2024. The company also moved from profitability into loss, posting a net loss of CNY 29.71 million (USD 4.3 million), whereas it had achieved a net profit of CNY 20.77 million (USD 3.04 million) the year before. This shift was reflected in its per-share figures. Basic loss per share from continuing operations stood at CNY 0.03, in contrast to basic earnings of CNY 0.02 per share in the prior year. On a diluted basis, the company likewise reported a loss of CNY 0.03 per share, compared with diluted earnings...
American producer of semi-fabricated aluminium products, Kaiser Aluminum Corporation, has posted its financial report for the January-March quarter (Q1) 2026, reporting record profits and raising the annual outlook to a considerably higher level. Keith A. Harvey, Chairman, President and Chief Executive Officer of the company, stated, “Our strong finish to 2025 carried into 2026, giving us the confidence to raise our full-year outlook.” Explore- Most accurate data to drive business decisions with Global ALuminium Industry Outlook 2026 across the value chain Q1 2026 financial highlights For Q1, 2026, Kaiser Aluminum reported a broadly improved performance across most segments, supported by higher shipments and stronger pricing dynamics. Financial performance, compared year-on-year with Q1...
As aluminium prices continue to experience an upward trend since the start of the Middle East conflict, shares of Press Metal Aluminium Holdings Berhad, the largest integrated aluminium producer in Southeast Asia, achieved a record all-time high on April 24. The stock experienced an intraday high of 5.1 per cent or 41 sen, reaching MYR 8.48 (USD 2.14) per share, before closing at 8.42 (USD 2.13) per share, reflecting a 4.3 per cent rise. Explore- Most accurate data to drive business decisions with Global ALuminium Industry Outlook 2026 across the value chain Year-to-date (YTD) record shows that the company’s shares have risen 19.43 per cent, climbing from MYR 7.05 (USD 1.78) per share on January 2, 2026, to MYR 8.42 (USD 2.13) on April 24. A 74.69 per cent year-on-year (Y-o-Y) can be...
An Australian research collaboration is exploring whether nickel-aluminium bronze (NAB) can be produced via 3D printing for maritime spare parts. Backed by Charles Darwin University and supported through the Queensland Defence Sciences Alliance, the initiative brings together James Cook University, the Australian Institute of Marine Science, and manufacturing firm SPEE3D. The emphasis is on a widely used alloy found in propellers, pumps, valves, and bearings, as well as components that are currently not manufactured at scale in Australia through traditional means. According to lead investigator Professor Kannoorpatti Krishnan of Charles Darwin University, the effort is intended to cut operational delays, improve reliability at forward bases, and maintain effectiveness in demanding...
CIE Automotive India Ltd approved merging its full subsidiary, CIE Aluminium Casting India Ltd. This pulls all aluminium casting under the main company. For the global aluminium value-chain 2026 outlook, book our exclusive report “ Global ALuminium Industry Outlook 2026 " The board cleared the scheme of amalgamation in line with the Companies Act and SEBI regulations. As the subsidiary is fully owned, no new shares will be issued, and its share capital will be cancelled upon completion of the merger. Also read: Gränges AB marches into Q2’26 of the aluminium industry after robust Q1 results The company said the move is expected to improve operational efficiency and reduce structural complexity. It may also help achieve economies of scale and better coordination across operations,...
Indian metal manufacturer Shyam Metalics and Energy Limited is set for a notable expansion as it advances to invest around INR 7 billion (USD 74.27 million) to set up an aluminium flat rolled products (FRP) and foil manufacturing unit in Sambalpur, Odisha. As a major step in planning and investment, it would reinforce the presence of Shyam Metalics across the aluminium value chain. Explore- Most accurate data to drive business decisions with Global ALuminium Industry Outlook 2026 across the value chain Downstream boost with the aluminium FRP and foil plant Being developed through its subsidiary, Smel Steel Structural Private Limited, the project is already at an advanced stage, scheduled to be commissioned by June 2026. Once operational, the plant would add a capacity of 60,000 tonnes per...
Aluminium rolling and recycling company Gränges AB has posted the financial results for its January-March quarter (Q1) 2026, reporting growth with robust gains. Commenting on the steady performance and the aluminium recycling firm’s consistency, CEO Jörgen Rosengren stated, “Gränges delivered a very strong first quarter performance… This is our ninth consecutive quarter with year-on-year volume growth.” Explore- Most accurate data to drive business decisions with Global ALuminium Industry Outlook 2026 across the value chain Financial highlights Q1 2026 Financial performance of Gränges AB in Q1 2026, compared year-on-year with Q1 2025 are as follows: Sales volume stood at 159,800 tonnes, up 5.4 per cent Y-o-Y from 151,600 tonnes. Net sales reached SEK 8,237 million (USD 888.57 million),...
The Raoom Trading Company successfully purchased the glass and aluminium factory of Alma Glass and Aluminium Manufacturing Co. in April 2026. For the global aluminium value-chain 2026 outlook, book our exclusive report “ Global ALuminium Industry Outlook 2026 " The deal, first announced on November 23, 2025, was valued at SAR 5.2 million (USD 1.39 million), to be paid entirely in cash. The company stated that a cash consideration of SAR 5.2 million will be paid to cover the factory’s assets. The transaction was subject to approval from the Saudi Authority for Industrial Cities and Technology Zones (MODON). Also Read: New developments in Section 232: what it means for metal imports Raoom confirmed that the acquisition was financed through existing bank facilities, ensuring no additional...
A recent shift in US trade policy has introduced important changes for global metal exporters. On April 2, 2026, a new statement revised the existing Section 232 duties, altering how steel, aluminium, and copper imports are treated. For the global aluminium value-chain 2026 outlook, book our exclusive report “ Global ALuminium Industry Outlook 2026 " Businesses that depend on supplying these materials to the US market face significant consequences of these changes and demand close attention. The table below shows the duties in place following the proclamation: Products Ad valorem duty rates Goods listed in Annex I-A (all aluminium and steel articles, most copper articles, and certain derivative steel articles) 50 per cent Goods listed in Annex 1-B (certain copper articles and certain...
Reliance Steel & Aluminum Co. went into its first-quarter results with strong expectations, helped by rising aluminium prices and new government contracts. Analysts had forecast earnings of USD 4.67 per share on revenue of USD 3.92 billion, pointing to solid growth both sequentially and year-on-year. Estimates had also moved higher in recent weeks, reflecting growing confidence as US aluminium premiums surged to record levels due to tight supply and tariffs. The company, with a market value of USD 17.2 billion, had also delivered a stronger-than-expected previous quarter, adding to the positive tone. Even so, while analysts largely rate the stock a Buy, the average price target still sits slightly below its current trading level. Profit growth backed by pricing, margins ease The results...
Bahrain Aluminium Extrusion Company (Balexco) has approved plans to convert into a public shareholding company and list on the Bahrain Bourse, subject to technical, financial and legal feasibility studies, with the board authorised to decide on execution and timing. The decision was taken at its Annual and Extraordinary General Meetings in Sitra, where shareholders also approved a 5 per cent capital increase through the issuance of 4.65 million bonus shares, raising paid-up capital to BD 9.773 million (USD 26 million) across 97.7 million shares. For the global aluminium value-chain 2026 outlook, book our exclusive report “ Global ALuminium Industry Outlook 2026 " For FY2025, the company approved a profit distribution of BD 1.166 million (USD 3.1 million), including a 5 per cent cash...
