Europe holds 10% of global aluminium extrusion demand, supported by Germany’s Constellium, France’s Hydro Extrusions & Italy’s Metra
Across Europe, aluminium extrusion has become closely woven into some of the region’s biggest industrial and construction markets. From automotive and transport to buildings and industrial applications, extruded profiles are finding demand across a wide range of sectors. This is reflected in Europe’s position in the global market: the region accounted for 12 per cent of global aluminium extrusion capacity, making it the second-largest regional contributor after China. At the same time, Europe represented 10 per cent of global aluminium extrusion usage, out of total global usage of 35.35 million tonnes . With production capacity and usage shares relatively close, Europe’s extrusion capacity and consumption are broadly at par. If we break down Europe’s 10 per cent share of global aluminium...
H1 2026 sees more renewable energy than ever: Here’s a region-by-region guide to renewable energy supply in the recent past
In the first half of 2025, humanity generated more electricity from renewables than from coal for the first time ever. What led to it? It was possible only because of two decades of falling solar panel prices, taller wind turbines, and governments finally treating clean power like an economic opportunity instead of a favour to the planet. But the renewable energy scenario cannot be portrayed as a single global story. To get the full picture, one has to connect dozens of regional stories moving at wildly different speeds. Some countries are already powered almost entirely by sun, wind and water. Others are still warming up. Here is a tour of how renewable energy supply looks across the world’s regions right now, and who is actually leading the charge. The global scorecard: Renewable energy...
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Trump government’s response to India at WTO: 'Tariff is for security, not safeguards'
In response to India’s complaint to the World Trade Organization (WTO) on April 11 , labelling the US tariffs as safeguard measures, the United States countered by asserting that the tariffs were imposed on national security grounds, not as safeguards. Image source: Wikipedia The Trump administration office further justified its tariff move by stating that it was carried out under Section 232 of US trade law, which authorises the President to restrict imports that threaten national and economic security. The US government said, “The President imposed the tariffs on steel and aluminium pursuant to Section 232, under which the President determined that tariffs are necessary to adjust imports of steel and aluminium articles that threaten to impair the national security of the US.” Let’s know...
India’s fertile ground for low-carbon aluminium draws Rio Tinto’s next green project - here’s a detailed look at it
India’s expanding renewable energy capacity and strong government support for sustainable manufacturing are drawing increased interest from global companies, including Rio Tinto. On Thursday, April 17, the global mining giant Rio Tinto announceda collaboration with energy transition solutions provider AMG Metals & Materials (AMG M&M) to develop an integrated low-carbon aluminium project in southern India. Rio Tinto and AMG M&M have reportedly signed a memorandum of understanding (MoU), which states both parties will jointly assess the feasibility of the project that will potentially produce up to 1 million tonnes of primary aluminium in a year and 2 million tonnes of alumina, both powered by 1.8–2.0 GW of solar and wind energy backed by pumped hydro storage, translating to 7–8 GW of clean...
Here’s why China’s aluminium trade confidence, despite repeated tariff lashes and export dip, is what it is…
In a recent comment, He Zhigang, Deputy General Manager of Henan Mingtai Al. Industrial Co. said that China’s producers are “numb to tariffs,” citing years of trade restrictions imposed by Western countries. He added that demand for the metal produced in China remains strong due to its competitiveness. “It just needs a bit of time to overcome this round of anti-dumping from the US,” Mr Zhigang said at the industry conference. But, where does such an upper-hand statement stem from? As a matter of fact, the numbers are volatile when it comes to trade (especially exports) for the Asian country. Image courtesy: The Project Twins (Image for representational purposes only) According to the data provided by the International Aluminium Institute, the estimated total primary aluminium production...
Tariff is a pro for North America’s optimistic demand projection for 2025; 2024 already shows a 3.4% growth, setting the stage right
North America (US and Canada), which is currently embroiled in the ongoing trade war, is otherwise a key aluminium market, with demand consistently reaching millions of pounds annually, primarily driven by semi-fabricated and mill product. Although the demand decreased in 2023 to 26,087 million pounds (11.83 million tonnes), it rebounded the next year to 26,969 million pounds (12.24 million tonnes), marking an annual growth of 3.4 per cent. The rise in demand was also evident in aluminium shipments, which increased in 2024 by 3.2 per cent Y-o-Y from 22,987 million pounds to 23,729 million pounds. According to the Aluminum Association’s report, the demand for aluminium semi-fabricated and mill product rose by 3.4 per cent, led by key sectors like automotive, packaging, and sustainable...
Trump’s 245% tariffs (read 270%) on Chinese imports mean evident global trade disruption
In a bold move that has reignited trade tensions, former US President Donald Trump has imposed sweeping tariffs of up to 245 per cent on a wide range of Chinese imports. With the initial 25 per cent remaining in place, the total tariff to be paid by the aluminium and steel exporters from China shoots up to 270 per cent. This sharp escalation is nothing but a further intensification of the US-China trade war and is already sending ripples through global markets, manufacturing, and supply chains, with implications that extend well beyond the Pacific. Image for representational purposes only The decision, formalised through a White House fact sheet, targets critical Chinese exports, including those linked to high-tech industries. Among the materials affected are gallium, germanium, and...
Aluminium and alumina lift Canadian manufacturing sales in February, primary metals hit record high
Canada’s manufacturing sector posted modest overall growth in February, but the aluminium and alumina industry carried the weight. According to Statistics Canada, total manufacturing sales rose by 0.2 per cent to CAD 72.9 billion, the sector’s highest level since September 2023. The increase was almost entirely driven by a sharp rise in primary metal sales, which grew by 8.3 per cent to reach a record CAD 6.9 billion. The main driver is the strong domestic and international demand for Canadian aluminium and alumina. Industry data shows that non-ferrous metals, particularly aluminium products, saw notable gains in both volume and value. Canadian producers benefitted from increased orders across key export markets, including the United States, Japan, and South Korea. In the United States,...
Q1 2025: Rio Tinto’s operational achievements on point with record-high bauxite production
Rio Tinto, the world’s second-largest metals and mining corporation, has reportedly demonstrated a positive start to 2025, achieving record-breaking quarterly bauxite output and setting a new monthly production high in March. Rightfully enough, Rio Tinto’s Chief Executive Jakob Stausholm said the company continued to deliver attractive growth in both operational and financial areas, generating substantial returns for shareholders and building a stronger and more diversified business. Production in focus In Q1 2025, Rio Tinto’s bauxite production reached 15 million tonnes, marking a significant Y-o-Y increase of 11.94 per cent from 13.4 million tonnes and a quarter-on-quarter decline of 3 per cent from 15.4 million tonnes. Alumina output was 2 million tonnes, up by 3 per cent Y-o-Y but...
Cheap Chinese aluminium is back! And it’s targeting Europe’s weakest link
When Romanian aluminium producer Alro sounds the alarm, it’s not just about Romania. It’s a signal to the entire European industrial complex: brace for a flood of cheap Chinese aluminium — and brace fast. Image source: Taihe Institute In a pointed public statement, Alro Chairman of the Board of Directors, Marian Năstase, warned of an imminent danger from Chinese aluminium imports priced below the cost of production. His message? Europe is sleepwalking into industrial decline while China quietly eats its lunch. “The [trade war] affects us, most of all, not necessarily because we cannot sell more on the American market, but because we will be invaded by goods from Asia, mainly Indonesia and China, which will come and suffocate the European market, no longer being able to go to the United...
Brazil’s bauxite-gallium pact potent for an inflexion point in the global aluminium production
In a landmark development for the metals sector, Brazilian Rare Earth (BRE) and Rio Tinto have signed a revised agreement to advance the Amargosa bauxite‑gallium project in Bahia, Brazil. This collaboration seeks to unlock one of the highest‑grade undeveloped gallium prospects in the world while securing a fresh source of bauxite, the critical feedstock for aluminium smelting. With global aluminium markets navigating tight supply dynamics, surging demand in green technologies and construction, and price volatility, the Amargosa pact arrives at a pivotal moment for the industry. Image source: https://www.ainvest.com/ The Amargosa project Located in north‑eastern Brazil, the Amargosa tenement neighbours BRE’s rare‑earth holdings and hosts both high-grade bauxite and significant gallium...
Ghana charts bold bauxite future with 6 million tonnes production target by GBC
Ghana is positioning itself to become a key player in the global bauxite industry while simultaneously developing a fully integrated aluminium sector. With an estimated 900 million tonnes of bauxite reserves primarily located in Awaso, Nyinahin, and Kyebi, the West African nation is committed to leveraging its natural resources to boost bauxite production and drive sustainable economic growth. In line with Ghana’s future roadmap, Ghana Bauxite Company Limited (GBC), jointly owned by Ofori-Poku Company Limited (OPCL) and the Government of Ghana, aims to achieve a production of 6 million tonnes of bauxte in a year by the end of 2025. Upgrading infrastructure and operational efficiencies would be the key requirement to attain the 6 million tonnes goal. GBC, by investing USD 122.97 million,...
Cracks in the supply chain? US delisting Chinese stocks could open new doors for aluminium businesses elsewhere
The latest shot fired in the ongoing US-China economic standoff could have far-reaching implications for the global aluminium industry. Speaking in no uncertain terms, Scott Bessent, an economic advisor to former President Donald Trump, stated that “all options are on the table,” including the delisting of Chinese companies from American stock exchanges. While the statement is loaded with geopolitical overtones, its economic reverberations are particularly significant for the global commodities market — aluminium being one of the most affected. Image for referential purposes only and does not depict original scenario (source: https://www.smallcase.com/) This development comes at a time when global markets are already battling fragile supply chains, and it could become a turning point for...
Thailand seeks to strengthen US trade ties by cutting tariffs. Is it aiming to grow as a key aluminium scrap hub amid China’s retreat?
While many countries are retaliating against the United States with counter-tariffs, Thailand is taking a different approach - considering reducing existing taxes on American goods. But why? The goal is to boost imports from the US and, in return, secure a favourable trade deal from the Trump administration. Image source: Trends Research & Advisory Thailand is among the countries hit with a steep tariff rate of 36 percent—significantly higher than expected. Despite this, Deputy Prime Minister Pichai Chunhavajira stated the Thai government was in no rush to initiate talks with the US. Rather, they chose to wait until their proposals were prepared. Mr Pichai will now take the proposals forward for negotiations. The Thai government aims to establish a balanced trade relation with the United...
Tariffs paused, and Sensex rose, but India’s metal markets are still jittery
The United States President, Donald J Trump, has announced a partial reprieve (a chunk of the additional ones, actually) from his reciprocal tariff imposition till July 9, 2025. India, which had been hit with a 26 per cent reciprocal tariff effective from April 9, has caught a temporary breather. But analysts warn — now is not the time for aluminium producers to let their guard down. The announcement to reprieve India and others from reciprocal tariff In a post on Truth Social, Trump declared, “Based on the fact that more than 75 countries have called representatives of the US to negotiate a solution and that these countries have not, at my strong suggestion, retaliated in any way, shape, or form against the United States, I have authorised a 90-day pause, and a substantially lowered...
Here’s why Germany is buying while the US and China snooze in the global bauxite market
March has ushered in a striking divergence in the global bauxite landscape — North America and Asia are grappling with bloated inventories and cooling offtake. Au contraire, Europe, led by Germany, is scrambling to source feedstock amid a sudden uptick in industrial appetite. ChemAnalyst’s latest analysis flags this three-way split as ’a phase of divergence’ for bauxite prices and availability. The US: Surplus meets scepticism On this side of the Atlantic, producers and traders are wrestling with rising stockpiles and diminishing downstream demand. American bauxite prices have slipped as domestic mills and importers bulk up on material even as aluminium smelters pause expansion plans. There have been expansions in production houses, such as Bengang Plates Co.’s joint venture with Ansteel...
Not 104%, but 129%! Will China see additional 50% duty? Impacts spread across borders…
China’s ‘blow-for-blow’ strategy in response to the United States' 34 per cent reciprocal duty apparently leads to the addition of another round of tariff to the existing thread. On Tuesday, April 8, the US government threatened to impose an additional 50 per cent tariff on all Chinese products in retaliation, bringing the total tariff on China to 104 per cent. But this figure is not the full story. When accounting for the 25 per cent tariff on aluminium and steel imports that the United States imposed in March, the total tariff on China rises to a staggering 129 per cent. Image generated by AI for representational purpose The latest threat of a 50 per cent tariff is scheduled to take effect at midnight (CST time zone) on April 9, 2025, which was set as a deadline for China to reverse its...
‘Zero for zero’ off the table: Trump denies industrial goods tariff negotiation with EU
On Monday in Luxembourg, European Commission President Ursula von der Leyen formally put a “zero‑for‑zero” offer on the table. The EU would eliminate its tariffs on US cars and other industrial goods if Washington reciprocates by dropping its own levies to zero. The proposal comes just days after President Trump announced a 20 per cent tariff on virtually all remaining EU imports and a 25 per cent rate on steel, aluminium and autos, a move Brussels says threatens integrated supply chains on both sides of the Atlantic. However, US President Donald Trump has declined the offer and stood by his previous decision, stating to reporters at the White House, “The European Union has been very, very bad to us; they don’t take our cars, like Japan in that sense, they don’t take our agricultural...
Top 5 aluminium can exporters to the US — And why America still imports
The US produces a large quantity of beverage cans domestically. But, it isn't enough to cater to the country's need. Import takes up a large portion of the aluminium trade in the stance of the United States. And among these inbound trade comes the aluminium can which is an intergral part of America's gastronomy as well as beverage industry. As the new tariffs are part of an aggressive tariff policy by US President Donald Trump that has impacted the global system of international trade, the Bureau of Industry and Security (BIS) announced the inclusion of two products to the additional 25 per cent Section 232 tariffs on aluminium-derived products. These products are classified as follows: HTSUS 7612.90.10 (empty aluminium cans) and HTSUS 2203.00.00 (beer). The newly added item in the list,...
Jan-Feb 2025: alumina production grows 4.4% worldwide, powered by China’s capacity expansion
During January-February 2025, the world's metallurgical-grade alumina production recorded an impressive increase of 4.41 per cent, reaching 23.015 million tonnes versus 22.043 million tonnes a year ago. In both January and February, the output increased Y-o-Y by 6.77 per cent and 1.89 per cent, totalling 12.149 million tonnes and 10.866 million tonnes, respectively. As per the data shown by the International Aluminium Institute, metallurgical-grade alumina production in February 2025 grew Y-o-Y from 10.664 million tonnes, despite a fewer operational day, with the daily average output reaching 388,100 tonnes versus 367,700 tonnes in February 2024. Thanks to China's expanded alumina refining capacity that drove the growth of global output, offsetting declines across all other major...
