AL Circle analysis: Germany’s aluminium trade surplus, Novelis’ US expansion, Asia’s EV demand & India’s underutilised downstream capacity
Aluminium’s next growth phase is increasingly being shaped by downstream processing, supply-chain resilience and demand from specialised applications. Germany continues to generate a substantial trade surplus in flat-rolled products despite a shrinking primary aluminium base, while North America is investing in recycling and rolling. Across Asia, new manufacturing capabilities and growing demand from electric vehicles, railways and batteries are creating further opportunities. However, declining exports, underutilised capacity and uneven profitability show that investment alone does not guarantee success. For industry leaders, the challenge is to identify where demand is shifting, develop products that meet customer requirements and ensure that new investments translate into sustainable...
AL Circle Analysis: From Guinea to Gulf, how bauxite, tariffs and logistics redraw aluminium map
Aluminium markets in late 2026 are being shaped by more than the headline LME aluminium price. Bauxite security, alumina availability, geopolitical disruptions, tariff negotiations, logistics diversification and regional premiums are increasingly determining where metal moves and what buyers pay. From RUSAL reassessing Caribbean assets and Vedanta securing Odisha bauxite to Brazil extending mine life and EGA rebuilding its Guinea supply chain, producers are strengthening control over critical raw materials. At the same time, the US remains heavily dependent on imported bauxite and alumina, while Europe and Asia are experiencing sharply different premium dynamics. These developments point to a market where physical availability is becoming a regional factor even as aluminium itself remains...
Grow with
AL Circle
On the right track: The application of aluminium in railways
With the rapid advancement of human civilisation, air pollution and greenhouse gas (GHG) emissions have posed a significant threat to humanity for years. Energy conservation and emission reduction have become crucial priorities in the transportation industry. According to AL Circle's report, "Global Aluminium Industry Outlook 2024," aluminium usage in the transportation sector was 27.5 million tonnes in 2023. This demand is expected to increase to 28.2 million tonnes in 2024.Today, millions of people and tonnes of goods are transported on trains yearly because they are the most efficient, convenient, and comfortable means of transportation. Since their inception during the Industrial Revolution of the 19th century, railways have undergone constant development to increase their efficiency,...
“Aluminium is a great distributor and conductor of heat. These are properties that make it an exceptional substrate for cooking and baking,” Coppice Alupack Ltd
Leon Elston – Managing Director, Coppice Alupack Ltd Leon Elston, Managing Director of Coppice, has been with the company for over 11 years. He holds an MBA from the University of Glamorgan and is leading the foil packaging brand to success. Derek Nixon – Senior Director of Strategy and Business Development, Coppice Alupack Ltd Derek Nixon is the Senior Director of Strategy and Business Development at Coppice. He has extensive experience in managing international and national retail concepts, branded supply, and manufacturing. His expertise lies in business control, growth strategies, organisation restructuring, and project/program management. Derek has led large transformational and growth teams in both developing and operational environments, working with traditional and digital revenue...
Mexico's vehicle production soars to new heights in April'24
The month of April' 24 witnessed a 21.7 per cent increase in vehicle production in Mexico compared to last year's period, reaching a record high of 358,575 units. According to data from the National System of Statistical and Geographical Information (INEGI), eight assembly companies ramped up their production, while five saw a decline. INEGI is an autonomous public institution responsible for regulating and coordinating the National System of Statistical and Geographical Information. Its mandate encompasses collecting and distributing data pertaining to Mexico's territory, resources, population, and economy. By providing comprehensive insights into the nation's characteristics, INEGI facilitates informed decision-making processes. Mexico has become a significant force in the automotive...
China’s BNM technology launches the F316 Rectangular Peel-Off End with retortable aluminium foil
Chinese can manufacturer Bosun New Material & Technology Co (BNM) has unveiled what they claim to be the first rectangular peel-off end of its size, along with a peel-off end featuring a built-in straw insertion capability. The F316 rectangular peel-off end has been designed with either a retortable aluminium foil or transparent membrane, catering to diverse packaging needs such as seafood, meat, or ready meals. The PO! Peel-off end features a straw insertion mechanism and is engineered for hassle-free usage. It is compatible with a range of materials, including steel and aluminium, and boasts high-temperature resistance. These pioneering developments were showcased at the recent Latamcan conference in Buenos Aires, Argentina. The peel-off feature incorporates a conveniently perforated...
2023's top primary aluminium exporters: Leading nations revealed
The world primary aluminium market demonstrated a modest growth trajectory in 2023 despite a few challenges like geo-political crises, inflation, economic slowdown, and high rate of bank interest. Both production and consumption of primary aluminium grew hand-in-hand, reaching approximately 70.6 million tonnes and 70.1 million tonnes, respectively. Consequently, exports saw an uptick, having China the net importer of primary metal. Notably, in 2023, China's primary aluminum imports surged by 130.7 percent from the previous year, totaling 1.543 million tonnes. In 2023, the leading exporters of primary aluminum were Canada, the Gulf Cooperation Council (GCC), Russia, India, and Australia, while the top importers included the United States of America, South Korea, China, Germany, and Japan....
Continued LME aluminium price drop drives NALCO to further cut its aluminium prices by INR6700/t
In response to the continued decline of the global aluminium price on the London Metal Exchange (LME), National Aluminium Company Limited (NALCO) has further reduced its aluminium ingot and aluminium product prices, with effect from May 1, 2024. This latest cut marks the second consecutive reduction in NALCO’s aluminium selling prices. Last time, on April 26, NALCO had trimmed its aluminium prices by INR 5,200 per tonne, and subsequently with effect from May 1, NALCO slashed the prices by another INR 6,700 per tonne. Hence, the company’s aluminium ingot price is currently standing at INR 245,450-248,950 per tonne versus INR 252,150-255,650 per tonne on April 26. NALCO’s aluminium wire rod and aluminium billet prices are ranging between INR 254,450-258,800 per tonne and INR 249,900-252,550...
US recycled aluminium gains traction as scrap recovery surges in Feb’ 2024 and primary metal output continues to decline
The US Geological Survey's latest data showed the United States’ domestic primary aluminium production trended down during the first two months of 2024, while scrap recovery surged suggesting the country's constant shift to recycled aluminium from the primary metal. Image courtesy: USGS Scrap recovery Aluminium recovered from scrap in February 2024 was 293,000 tonnes, 6.54 per cent up from 275,000 tonnes a month ago and 6.93 per cent more than 274,000 tonnes a year earlier. Of the total scrap recovered, 163,000 tonnes was recovered from new scrap and 129,000 tonnes from old scrap. The total recovery of scrap in the first two months of 2024 was 568,000 tonnes, compared to 552,000 tonnes a year ago. Primary aluminium output From January to February 2024, the United States combined...
Turning low-grade bauxite into high-quality ore with green technology
The ecological transition presents an exceptional opportunity for emerging leaders seeking purpose. Romain Girbal, the co-founder of IB2, is encouraging young managers to embrace green initiatives, which not only foster growth but also cultivate meaningful leadership in our dynamic business environment. With environmental issues mounting, sustainable practices are advantageous and essential for companies aiming to stay competitive and socially conscious. Transforming the ecological impact of the aluminium industry is the core mission at IB2, where co-founder Romain Girbal has seen firsthand how prioritising sustainability can drive both innovation and economic prosperity. IB2's pioneering approach involves converting low-grade bauxite into high-grade ore, a breakthrough dramatically...
Elliott Management secures significant stake in Sumitomo Corp., Warren Buffett's pick
Elliott Management Corp.'s move to acquire a significant stake in Sumitomo Corp., a favoured Japanese trading house of Warren Buffett, signals potential shifts in the market. With Elliott's reputation for activist investing, this development could lead to interesting changes within Sumitomo's operations or governance structure. It's a noteworthy development in finance, especially considering the involvement of influential figures like Buffett and Elliott Management. Elliott Investment Management is an American investment management firm. It is also one of the largest activist funds in the world and is one of the oldest investment managers of its kind under continuous management. As of December 31, 2023, Elliott manages approximately $65.5 billion in assets. The anonymous source mentioned...
New report showcases aluminium foil as the top contender for global packaging needs
The aluminium foil industry stands as a silent powerhouse, an unsung hero of modern living that quietly shapes various sectors worldwide. As per the report by Persistence Market Research, aluminium foil, a marvel of material science, has transcended its humble origins as a kitchen staple to become a versatile product with a multitude of traditional and cutting-edge applications. Did you know that the global consumption of aluminium foil surged from 5.3 million tonnes in 2018 to an estimated 6.1 million tonnes by 2023? This upward trajectory in demand is expected to continue in the coming years, driven by rising recycling rates, particularly in the packaging and consumer goods sectors. To delve deeper into the fascinating realm of the aluminium foil market, consider getting your hands on...
_alumina_production_trends_up_in_Q1_2024_by_15.9_per_cent_Y-o-Y_0_0.jpg)
Africa & Asia’s (ex-China) alumina production trends up in Q1 2024 by 15.9% Y-o-Y
According to the International Aluminium Institute, alumina production in Africa & Asia (ex-China) amounted to 1.234 million tonnes during March 2024, up by 5.38 per cent from 1.171 million tonnes in February 2024. The output recovered in March after a fall in the previous month by 3.22 per cent from 1.21 million tonnes. On a year-on-year calculation, the March 2024 alumina output in Africa & Asia (ex-China) edged a hike of 18.65 per cent from 1.04 million tonnes. In the first three months of 2024, Africa & Asia’s (ex-China) alumina production totalled 3.613 million tonnes, up by 2.91 per cent from 3.511 million tonnes during the fourth quarter of 2023 and 15.91 per cent more than 3.117 million tonnes during the first quarter of 2023. Africa & Asia is the world’s second largest alumina...
Hindalco and Vedanta cut their aluminium selling prices by 1% with effect from May 3
Hindalco Industries Limited and Vedanta Limited have trimmed their aluminium ingot and aluminium product prices, with effect from May 3, 2024, following a plunge on the prior day by US$44.50 per tonne or 1.74 per cent. Hindalco has cut its aluminium ingot price by INR 2,500 per tonne or 1 per cent to INR 246,500 per tonne on May 3 versus INR 249,000 per tonne on April 30. Similarly, the company’s aluminium wire rod and aluminium billet prices have seen a cut of INR 2,500 per tonne, with effect from May 3, to stand at INR 263,500 per tonne and INR 260,600 per tonne, respectively, compared to INR 266,000 per tonne and INR 263,100 per tonne on April 30. Vedanta’s aluminium ingot price, on the other hand, has experienced a fall of INR 4,250 per tonne or 1.29 per cent to range between INR...
Africa's Q1 2024 primary aluminium production drops by 7.7% despite March recovery
Primary aluminium production in Africa decreased during the first quarter of 2024 despite a recovery in the quarter’s last month. However, the output in March demonstrated a fall on a year-on-year basis. According to the International Aluminium Institute, primary aluminium production in Africa during Q1 2024 totalled 371,000 tonnes, reflecting a sequential plunge of 31,000 tonnes or 7.71 per cent from 402,000 tonnes. On a year-on-year basis, the Q1 2024 output stood 5.36 per cent lower than 392,000 tonnes. Africa’s primary aluminium production increased in March by 5,000 tonnes month-on-month from 121,000 tonnes to 126,000 tonnes. On an annual basis, the March 2024 output edged a fall of 5,000 tonnes or 3.82 per cent from 131,000 tonnes. Africa’s daily average production of primary...
Aluminium recycling: Promoting circular economy and environmental responsibility
The global heavy metal industry is undergoing a significant transformation. It is prioritising the use of recycled materials to eradicate carbon emissions and promote sustainable practices. In response to escalating environmental concerns and climate volatility, international heavy metal brands are intensifying their efforts to adopt eco-friendly operational frameworks. This shift hinges upon robust renewable energy initiatives and amplified green strategies. Recycling aluminium emerges as a pivotal solution, outstripping primary production methods by conserving up to 95% of the energy expended in smelting processes. Furthermore, aluminium's status as a 100% recyclable, circular metal facilitates retrieval without significant material loss , reinforcing its reputation as a 'green metal'...
From wheels to wings: Aluminium’s dual impact on automotive & the aerospace industry
Aluminium, with its lightweight yet durable properties, stands as a cornerstone in revolutionising transportation across the automotive and aerospace industries. In automotive, integrating aluminium components significantly reduces vehicle weight, enhancing fuel efficiency and reducing emissions. Furthermore, its malleability enables intricate designs, fostering vehicle aerodynamics and safety advancements. In aerospace, aluminium's strength-to-weight ratio makes it indispensable for constructing aircraft structures. This enables higher payloads and longer flights while maintaining structural integrity. Moreover, its corrosion resistance ensures longevity in harsh environments, which is crucial for aircraft longevity and safety. Aluminium – the ultimate choice of automakers Aluminum is a...
China Hongqiao Group achieves modest revenue growth of 1.5% with increased sales in aluminium and alumina
China Hongqiao Group Limited, one of the world's largest aluminium producers , released the audited consolidated annual results for the Company and its subsidiaries, covering the fiscal year ending December 31, 2023. According to Antaike's statistics, global primary aluminium output reached around 70.46 million tonnes during the year, a 2.2 per cent increase from the previous year. Global consumption also rose, reaching approximately 70.14 million tonnes, reflecting a 0.9 per cent increase. Turning to China, primary aluminium production during the same period amounted to about 41.66 million tonnes, showing a 3.3 per cent year-on-year increase and constituting roughly 59.1 per cent of the world's total production. Meanwhile, China's primary aluminium consumption stood at approximately...
March 2024 alumina production recovery worldwide fails to offset Q1 decline
In the first quarter of 2024, which concluded on March 31, global alumina production slowed down over a quarter, primarily attributed to a significant decline in China's alumina output. Even a month-on-month recovery in China's alumina production in March 2024 failed to mitigate the overall decline in global output for the quarter. Alongside China, the global alumina production also regained in March but could not appease the Q1 output. However, annually, the world alumina production in Q1 2024 recorded a hike of about 3.49 per cent from 33.879 million tonnes. According to the International Aluminium Institute, the global alumina production in March increased by 6.96 per cent month-on-month from 11.188 million tonnes to 11.967 million tonnes and grew year-on-year by 1.24 per cent from...
Guinea achieves record-high bauxite production and exports in 2023, marking third consecutive year of growth
According to Reuters report, Guinea's bauxite production and exports increased for the third consecutive year in 2023. The West African nation is one of the world's biggest producers of bauxite, having 40 billion tonnes of mining capacity in Boké, Fria, Gaoual, Télimélé, Pita-Labé, Mali, Kindia, Dabola, Tougué, Lelouma, Mamou, Dalaba, Koubia. Guinea has the highest mining potential of bauxite, followed by iron ore (25 billion tonnes), gold, and diamond (more than 10 billion tonnes). In 2023, Guinea produced about 123 million tonnes of bauxite, up over 19 per cent year-on-year. With this significant rise, whether or not Guinea's bauxite production exceeded that of Australia is not known. Guinea's exports jumped 24.5 per cent to 127 million tonnes, 4 million tonnes more than production....
