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AL Circle analysis: How do Germany’s 32.8% automotive aluminium share, 40% Diet Coke can price rise & 3.54Mt North American extrusion demand matter?
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AL Circle analysis: How do Germany’s 32.8% automotive aluminium share, 40% Diet Coke can price rise & 3.54Mt North American extrusion demand matter?

Aluminium’s downstream and end-user world is having one of those fortnights where a beer can, a luxury sports car, a German construction site and an Indian furnace all end up in the same conversation. The metal may begin its life far upstream, but its real fuss is playing out in cans, cars, extrusions, buildings and factories, where tariffs, trade policy, energy costs and demand cycles decide who wins. This fortnight highlights that aluminium demand is moving towards electric vehicles, lightweight transport and long-life infrastructure, even as packaging and construction feel the pinch of cost and weak activity. Meanwhile, producers from Vietnam to New Zealand are arguing over the oldest question in the business of how much protection, taxation or openness does a downstream industry need...

Germany’s aluminium FRP exports to Poland fall 16% through July 2026
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Germany’s aluminium FRP exports to Poland fall 16% through July 2026

Germany’s aluminium flat-rolled product (FRP) exports to Poland fell 16.3 per cent year on year in January–July 2026, reaching 86,723 tonnes, compared with 103,658 tonnes in the same period of 2025. The volume was also 2.8 per cent lower than the 89,181 tonnes recorded in January–July 2024. However, exports were 2 per cent higher than the 85,018 tonnes shipped during the first seven months of 2023. The decline follows an increase in shipments during the previous two years. Exports rose 16.2 per cent between January–July 2024 and the same period in 2025, while the 2024 volume was 5 per cent higher than in 2023. To know the global production, demand and consumption forecasts of aluminium extrusions, explore our report " The World of Aluminium Extrusions to 2035 " Aluminium FRP exports rose...

SRF plans ₹6b battery-grade aluminium foil plant in Madhya Pradesh as Q2 profit rises 31%
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SRF plans ₹6b battery-grade aluminium foil plant in Madhya Pradesh as Q2 profit rises 31%

SRF Ltd is expanding its presence in the aluminium foil sector with a planned investment of INR 6 billion (USD 63.5 million) in a battery-grade aluminium foil manufacturing facility in Madhya Pradesh, as the chemicals producer reported a 31 per cent year-on-year increase in consolidated net profit for the second quarter of FY27. The proposed plant will have an annual production capacity of 12,000 tonnes and cater to lithium-ion (Li-ion) and sodium-ion (Na-ion) battery applications. The investment comes as energy storage and electric mobility sectors drive demand for battery materials. The company’s board has approved the investment, with the facility planned at the existing site of its subsidiary, SRF Altech Ltd, at Jetapur in Madhya Pradesh. SRF to build 12,000t battery-grade aluminium...

North and South America’s 5xxx aluminium FRP consumption: Growth drivers and market challenges to 2032
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North and South America’s 5xxx aluminium FRP consumption: Growth drivers and market challenges to 2032

The 5xxx series of aluminium alloys is valued for its corrosion resistance, strength-to-weight ratio and excellent weldability. These properties make 5xxx-series flat-rolled products (FRP), excluding foil, suitable for applications exposed to demanding operating conditions, including shipbuilding, offshore structures, marine equipment, automotive components and construction. The alloys also offer fabrication flexibility, supporting their use in structural applications and potentially in aerospace. Demand for these products is expected to increase across North and South America through 2032, although the two regions present distinct market opportunities. North America is set to maintain its position as the larger consumer, supported by established manufacturing industries, electric vehicle...

Mexico and UAE dual engines boost September aluminium foil exports to second-highest level of the year
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Mexico and UAE dual engines boost September aluminium foil exports to second-highest level of the year

Customs data shows that China's aluminium foil exports totaled 128,200 tonnes in September 2026, up 6.8 per cent M-o-M and up 13.3 per cent Y-o-Y, marking the second-highest level of 2026, trailing only June's 131,500 tonnes. In January-September 2026, China's cumulative aluminium foil exports reached 1.0527 million tonnes, up 3.8 per cent Y-o-Y. Unbacked aluminium foil accounted for approximately 85.9 per cent, while backed aluminium foil made up about 14.1 per cent. By region, Southeast Asia remained the top destination with a 22.5 per cent share, pulling back from 24.8 per cent in August. The Middle East (16.7 per cent, +14.6 per cent M-o-M), North America (13.0 per cent, +16.2 per cent M-o-M), and East Asia (11.7 per cent, +18.1 per cent M-o-M) expanded in tandem, forming the bulk of...

North America’s aluminum extrusion demand set to reach 3.54Mt by 2035: The end-use sectors behind the climb
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North America’s aluminum extrusion demand set to reach 3.54Mt by 2035: The end-use sectors behind the climb

After a soft 2025 and a near-flat 2026, North American aluminum extrusion demand is forecast to climb from 2.91 million tons in 2025 to 3.54 million tons by 2035. The lift is expected to come less from construction volume and more from transportation, data centers, grid and solar, and engineered industrial profiles. North America’s aluminum extrusion forecast: 630 thousand tons of new demand by 2035 North America is one of the most mature aluminum extrusion markets in the world, and its forecast reflects that. Usage is projected to rise from 2.91 million tons in 2025 to 3.54 million tons in 2035, an addition of about 0.63 million tons and a compound annual growth rate (CAGR) of roughly 1.99%. That is slightly below the 2.29% CAGR expected for global extrusion demand, which is set to grow...

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