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Alcircle Private Limited | CIN: U72200WB2017PTC221175

Registered & Corporate Address: Ecospace Business Park, Block 3A, Unit 401A, New Town, Rajarhat, Kolkata, WB 700160

© 2026 Alcircle. All rights reserved. Alcircle is not responsible for content from external sources.

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Demand is flying, but margins aren't: Kaiser Aluminum’s Q3 dilemma
25 OCT 20266MINS
Downstream

Demand is flying, but margins aren't: Kaiser Aluminum’s Q3 dilemma

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...

Aluminium safety workshop trains 120+ workers as US industry targets stronger domestic supply chains
24 OCT 20264MINS
Downstream

Aluminium safety workshop trains 120+ workers as US industry targets stronger domestic supply chains

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...

24 OCT 20264MINS
Downstream

Canada wants to keep its aluminium at home, starting with rolling mills

Canada is looking to expand its domestic aluminium processing capacity as the government seeks to reduce the sector’s dependence on the United States. Industry Minister Mélanie Joly has described more than USD 193 million in federal funding for projects at five industrial sites in Quebec as a first step towards strengthening the country’s aluminium supply chain and building the capacity to process more metal at home. The funding, announced in La Baie, Quebec, covers projects at four Rio Tinto facilities in the Saguenay-Lac-Saint-Jean region and the Alouette aluminium smelter in Sept-Îles. Joly, who also serves as the minister responsible for economic development in Quebec, said the investment reflects the strategic importance of aluminium to Canada’s economy and national sovereignty. The...


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Trump’s 50% auto tariff puts US-Canada trade, aluminium supply chain at risk
25 AUG 20267MINS

Trump’s 50% auto tariff puts US-Canada trade, aluminium supply chain at risk

The US-Canada trade debate has taken a sharper turn after President Donald Trump warned of raising tariffs on Canadian cars, trucks and automotive parts to 50 per cent from January 1, 2027. The move could have significant implications for the deeply integrated North American automotive supply chain, where cross-border movement of vehicles, components and aluminium-intensive parts is central to production. With Canada preparing retaliatory measures, automakers and suppliers now face greater uncertainty over costs, sourcing and investment decisions. President Donald Trump announced the proposed tariff increase after US-Canada trade negotiations broke down. He also called on companies to manufacture in the US, stating, “Build in the US and there are ZERO TARIFFS.” To know the aluminium...

P.A. Resources Q4 profit jumps 200% to $4.5m on higher extrusion sales
24 AUG 20264MINS

P.A. Resources Q4 profit jumps 200% to $4.5m on higher extrusion sales

P.A. Resources posted its strongest quarterly revenue and profit in the fourth quarter of FY26, giving the Malaysian aluminium extruder momentum to execute a MYR 100 million (USD 24.8 million) expansion plan and diversify beyond its core solar-sector business. Fourth-quarter revenue rose 25.2 per cent year on year to MYR 204.8 million (USD 50.8 million), from MYR 163.5 million (USD 40.5 million), as sales volumes increased in the group’s extrusion and fabrication segment. Profit before tax increased 140.0 per cent to MYR 22.7 million (USD 5.6 million), while profit after tax rose 200.2 per cent to MYR 18.0 million (USD 4.5 million). Record quarter lifts full-year results For FY26, P.A. Resources’ revenue rose 19.9 per cent to MYR 648.6 million (USD 160.7 million). Profit before tax...

Automotive aluminium in spotlight as Wetzel acquires Martinrea Honsel Brasil
24 AUG 20262MINS

Automotive aluminium in spotlight as Wetzel acquires Martinrea Honsel Brasil

Wetzel SA, through its wholly owned subsidiary Wetzel Investimentos e Participações, has acquired 100 per cent of Martinrea Honsel Brasil, strengthening its presence in aluminium automotive components. Based in Monte Mor, São Paulo, the acquired company specialises in high-complexity aluminium parts and components supplied to automotive system manufacturers and OEM assemblers. Martinrea Honsel Brasil will continue operating as a separate limited liability company under a new corporate name once the required corporate procedures are completed. To know the aluminium casting demand forecast in the transportation sector, explore our report “Global Aluminium Casting Market 2026-2032: Plant Economics, Alloy Segmentation, Pricing Intelligence, Supply Chain Analysis & Strategic Recommendations”...

Canada’s aluminium extrusion imports rise 20% over five years, strengthening the case for protection measures
24 AUG 20267MINS

Canada’s aluminium extrusion imports rise 20% over five years, strengthening the case for protection measures

Canada’s aluminium extrusion market is expected to expand significantly over the coming years. The market was valued at USD 2,747.8 million in 2025 and is projected to reach USD 3,745.4 million by 2030, representing a 6.4 per cent CAGR, according to industry data. Recovery in automotive production, infrastructure investment and resilience in aerospace are expected to support this growth. At the same time, imports remain a significant part of Canada’s aluminium extrusion market. Average annual imports increased from 100,068.18 tonnes in 2016-2020 to 120,266.40 tonnes in 2021-2025, representing a 20.18 per cent increase. Imports peaked at 135,981 tonnes in 2022, before falling to 116,054.48 tonnes in 2024, down 14.7 per cent, and then to 111,376.35 tonnes in 2025, a further 4.0 per cent...

VALCO expands beyond primary aluminium with new rolling mill, a step to address Ghana’s import gap
24 AUG 20263MINS

VALCO expands beyond primary aluminium with new rolling mill, a step to address Ghana’s import gap

Volta Aluminium Company Limited (VALCO) plans to move further into Ghana’s aluminium value chain with a new continuous casting and rolling mill that will produce aluminium rods for electrical cable manufacturers. The company has already supplied test samples to Nexans Kablemetal and Reroy Cables, with both manufacturers giving positive feedback. VALCO Finance Director, Sepenu Agbetsise, stated, “Hitherto, these companies would have had to import the rod and process it into the various cables that power our homes. Now, VALCO is in a position to supply those directly.” To know the global production, demand and consumption forecasts of aluminium extrusions, explore our report " The World of Aluminium Extrusions to 2035 " The move takes VALCO beyond its traditional focus on primary aluminium....

Kaiser Aluminum employee passes away following workplace incident at Kalamazoo facility
24 AUG 20261MINS

Kaiser Aluminum employee passes away following workplace incident at Kalamazoo facility

An employee at Kaiser Aluminum’s Kalamazoo facility passed away following a workplace incident, prompting an investigation by the Michigan Occupational Safety and Health Administration (MIOSHA). According to a MIOSHA report, the 43-year-old maintenance technician was welding inside a pneumatically powered scrap chute when the pneumatic clamshell closed, causing injuries that proved fatal. Kaiser Aluminum spokesperson Jill Gaul confirmed the incident and said the company is cooperating with local and federal authorities as the investigation continues. She added that the company is not currently in a position to provide further details. “Everyone at Kaiser Aluminum is deeply saddened and our thoughts are with the family, in addition to the welfare of all of our employees,” Gaul said. The...

BIS Seizes 2,350 Foil Rolls in Alleged ISI-Mark Compliance Case in Delhi
23 AUG 20263MINS

BIS Seizes 2,350 Foil Rolls in Alleged ISI-Mark Compliance Case in Delhi

The Bureau of Indian Standards has seized around 2,350 aluminium foil rolls from a unit in Mandoli, northeast Delhi, in an enforcement operation over alleged non-compliance with mandatory quality-certification rules. The search was carried out by BIS’s Ghaziabad Branch Office under Section 28 of the BIS Act, 2016, after the agency received information about possible violations. Officials seized the products for investigation and examined records linked to their manufacture, storage and certification status. Raid puts foil certification in focus The operation was led by Shailendra Kumar Verma, Scientist-C and Deputy Director, and Raj Kumar, Scientist-B and Assistant Director, along with other officers from the BIS Ghaziabad Branch Office. BIS said the matter remains under examination and...

MBSB retains BUY on Press Metal as 24.3% FY26 earnings growth offsets lower aluminium outlook
21 AUG 20262MINS

MBSB retains BUY on Press Metal as 24.3% FY26 earnings growth offsets lower aluminium outlook

MBSB Investment Bank Bhd (MBSB Research) has maintained its BUY recommendation on Press Metal Aluminium Holdings Bhd, although it lowered its target price to MYR 9.56 (USD 2.36) from MYR 9.66 (USD 2.39). The research house expects the company’s low-cost, renewable-powered smelting operations and favourable alumina spreads to continue supporting its margins. MBSB Research expects LME aluminium prices to average around USD 3000 to USD 3,200 per tonne in the second half (H2) of 2026 as supply disruptions ease. Prices averaged USD 3,565 per tonne in 2QCY26 but have fallen to USD 3,196 per tonne in 3QCY26 to date. To know the global production, demand and consumption forecasts of aluminium extrusions, explore our report " The World of Aluminium Extrusions to 2035 " Despite the lower price...

Newly updated: The world of aluminium extrusions to 2035, understanding the next decade of demand, economics & opportunities
20 AUG 20264MINS

Newly updated: The world of aluminium extrusions to 2035, understanding the next decade of demand, economics & opportunities

Aluminium extrusion is entering a new phase of structural growth, shaped by electrification, renewable energy, digital infrastructure, lightweighting and more sustainable material solutions. Global aluminium extrusion usage was estimated at 34.27 million tonnes in 2024 and is projected to reach 44.22 million tonnes by 2035, representing a CAGR of 2.29 per cent. But the bigger question is where incremental demand will come from, which applications will drive it and where the greatest opportunities will emerge. Over the next decade, major extrusion demand is expected from EVs and lightweight mobility, solar and renewable energy infrastructure, electrical networks, data centres, AI infrastructure, industrial automation and advanced manufacturing. Meanwhile, China remains the largest source...

Talica expands aluminium surface treatment portfolio with Hard Anodize acquisition
19 AUG 20262MINS

Talica expands aluminium surface treatment portfolio with Hard Anodize acquisition

US-based surface science technology platform Talica has acquired Minneapolis-area company Hard Anodize. The move would help Talica expand its precision aluminium anodising and specialised surface treatment capabilities for the aerospace, defence, medical device and high-performance manufacturing sectors. Financial terms of the transaction are yet to be disclosed. Hard Anodize adds specialised aluminium finishing expertise With more than 30 years of experience, Hard Anodize provides technical metal finishing services for mission-critical components where precision, quality and performance are critical. The company operates under an AS9100-certified quality management system and ISO 9001 certification, while also holding NADCAP process approvals for commercial aerospace and defence...

US aluminium extrusion demand to hit 4.2Mt by 2034: Which end-use sectors will drive demand?
19 AUG 20269MINS

US aluminium extrusion demand to hit 4.2Mt by 2034: Which end-use sectors will drive demand?

The United States is emerging as one of the most important markets for aluminium extrusions , with demand spread across transportation, building and construction, electrical and electronics, machinery and equipment, consumer durables and other industrial applications. IMARC estimates that the US aluminium extrusion market reached 3.0 million tonnes in 2025 and projects it to reach 4.2 million tonnes by 2034, representing a CAGR of 3.71 per cent between 2026 and 2034. Transportation and building & construction dominate North American aluminium extrusion demand, together accounting for around 65 per cent of total usage. In 2024, transportation was estimated to represent 33 per cent of North American aluminium extrusion consumption, followed by building & construction at 32 per cent ....

Fred Stephan replaces Keith Harvey as CEO of Kaiser Aluminum, effective November 2026
18 AUG 20262MINS

Fred Stephan replaces Keith Harvey as CEO of Kaiser Aluminum, effective November 2026

Kaiser Aluminum Corporation has appointed Fred Stephan as its new Chief Executive Officer and President, replacing Keith A. Harvey, effective November 1, 2026. Stephan, 61, will also join Kaiser Aluminum's Board of Directors, increasing the board from nine to 10 members. His initial annual base salary will be USD 1.15 million, according to the company’s latest filing. His remuneration also includes a USD 3.8 million long-term incentive restricted stock unit (RSU) grant for 2026, along with a USD 2 million sign-on RSU grant. Stephan will also have an annual short-term cash incentive target of USD 1.44 million. From 2027, his long-term incentive target will be USD 4.43 million, with about half of the awards tied to performance. To know the production, demand and consumption forecasts of...

Attempted theft of aluminium tubes highlights Matanzas infrastructure vulnerability
17 AUG 20262MINS

Attempted theft of aluminium tubes highlights Matanzas infrastructure vulnerability

Authorities in Matanzas, Cuba, reportedly stopped two individuals from stealing eight aluminium tubes from the railing of the Matanzas Viaduct. The incident occurred on Wednesday, August 12, in the La Playa area. Police reportedly caught the suspects while they were removing the tubes from the bridge structure, preventing the theft and further damage to the railing. Officials did not disclose the individuals’ identities or specify whether they were formally detained. Authorities said they would face the appropriate legal proceedings. Part of wider infrastructure theft The attempted theft is the latest reported incident involving public infrastructure in Matanzas. Days earlier, an entire section of metal railing disappeared from another bridge in the city. The affected structure was not...

Royal Bank of Canada raises Kaiser Aluminum stake 98.5%: Earnings hit $5.53 per share
17 AUG 20262MINS

Royal Bank of Canada raises Kaiser Aluminum stake 98.5%: Earnings hit $5.53 per share

Royal Bank of Canada (RBC) increased its stake in Kaiser Aluminum by 98.5 per cent during the first quarter, according to its latest Form 13F filing with the US Securities and Exchange Commission (SEC). RBC bought an additional 11,769 shares, taking its total holding to 23,714 shares, worth about USD 2.86 million at the end of the reporting period. Other institutional investors also increased their holdings. Farther Finance Advisors raised its stake by 389.3 per cent in the fourth quarter, while Global Retirement Partners increased its position by 408.3 per cent. Parallel Advisors boosted its holding by 107.2 per cent in the first quarter. KBC Group also acquired a new position, worth around USD 44,000. Institutional investors and hedge funds now own about 99.29 per cent of Kaiser...

AL Circle Analysis: China’s 64% output, Asia’s 8.47% CAGR mark aluminium extrusion’s growth race
15 AUG 20267MINS

AL Circle Analysis: China’s 64% output, Asia’s 8.47% CAGR mark aluminium extrusion’s growth race

The global aluminium downstream market is being reshaped by three simultaneous forces: rapid extrusion growth in Asia, increasingly defensive trade policies, and rising demand from automotive, renewable energy, packaging and advanced manufacturing . China remains the dominant extrusion powerhouse, but India and Southeast Asia are building their own capacity and demand centres. At the same time, Chinese downstream exports are facing greater scrutiny in Australia and the US, while new applications such as giga-casting and recyclable aluminium packaging are opening fresh demand pools. For traders and investors, the story is increasingly about where aluminium is processed, where it is consumed and how trade barriers are redirecting those flows. Unlock in-depth insights into the extrusion...

STG buys large aluminium stockpile from Radiant World as trader seeks cash
14 AUG 20264MINS

STG buys large aluminium stockpile from Radiant World as trader seeks cash

STG, a trading company funded by principals of US hedge fund Squarepoint, has bought a substantial volume of aluminium from Radiant World as the commodity trader sells inventory to raise liquidity, according to two industry sources. The exact volume purchased by STG and the price agreed for the transaction were not disclosed. However, sources said STG was acquiring a significant portion of the aluminium offered by Radiant. Radiant World declined to comment on the transaction, saying it does not discuss commercial matters. Squarepoint also declined to comment. Radiant holds up to 50,000 tonnes A source familiar with the matter estimated that Radiant held approximately 40,000–50,000 tonnes of aluminium across multiple locations, including Asia and Europe. The material was reportedly stored...

2A USA bets $32m on Auburn aluminium die-casting facility expansion
13 AUG 20264MINS

2A USA bets $32m on Auburn aluminium die-casting facility expansion

Italian aluminium die-casting company 2A USA will invest USD 32 million to expand its manufacturing facility in Auburn, Alabama, increasing its capacity to produce large and complex aluminium components for the North American heavy truck industry. The expansion is expected to create 50 jobs and strengthen the company’s ability to supply advanced aluminium parts made in the US. 2A USA is a Tier I automotive supplier, supplying components directly to vehicle manufacturers or major vehicle-system companies. The company is the North American division of Turin-based 2A S.p.A. Emphasising that the project reflects the importance of advanced manufacturing to the state’s economy, Alabama Governor Kay Ivey stated, “Advanced manufacturing is a pillar of Alabama’s economy and 2A USA’s presence and...

From 1.27Mt to 1.02Mt: How China’s aluminium extrusion export equation changed in 2025
13 AUG 20265MINS

From 1.27Mt to 1.02Mt: How China’s aluminium extrusion export equation changed in 2025

Leading aluminium producer and exporter China has reported a 2025 trade trend where the trade indicator appears on a declining graph. The trade volume, inclusive of all aluminium products, dipped from 6.66 million tonnes in 2024 to 6.13 million tonnes exported in 2025. Out of the 2025 figure, aluminium bars, rods, profiles, pipes and tubes, and tube or pipe fittings accounted for 1.02 million tonnes or 16.64 per cent. Zooming in on the year-to-date figures, China’s export chart has been like this: YTD May 2026 – 408,773 tonnes, up 3.72 per cent Y-o-Y from 394,104 tonnes in YTD May 2025 YTD May 2025 – 394,104 tonnes, down 20.44 per cent Y-o-Y from 495,366 tonnes in YTD May 2024 The drastic dip can also be traced in China’s annual aluminium extrusion export volume, whereby China’s 1.02...

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