Hindalco sees rise in aluminium exports to Japan, Korea and Taiwan after West Asia supply disruptions

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Hindalco Industries said its aluminium exports to Japan, South Korea and Taiwan have risen marginally after the West Asia conflict disrupted regional aluminium supply and pushed prices higher globally.

According to the company, nearly 70 per cent of its aluminium output is consumed in the domestic Indian market, while exports account for around 25 to 30 per cent of total sales.

Managing director Satish Pai said the company does not export aluminium directly to the Middle East, since the region itself has traditionally been a major aluminium exporter.

However, he noted that the disruption of roughly 2.5 million tonnes of Middle Eastern aluminium supply has tightened the market and contributed to stronger aluminium prices internationally.

Pai added that around 90 per cent of Hindalco’s aluminium exports are shipped to Japan, South Korea and Taiwan, where the company has been able to partly fill supply gaps created by the crisis.

Alongside aluminium, the company is also pursuing opportunities in critical minerals exploration as India looks to reduce dependence on imports.

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Pai said Hindalco had already secured a copper exploration block more than a year ago and is currently at an advanced stage of exploration work.

He added that the company plans to actively participate in future auctions for copper and other critical mineral blocks, including nickel and lithium, as more opportunities become available.

According to the company, India could reduce its reliance on imported copper within the next two years, similar to how the country strengthened its aluminium sector over time.

Hindalco also said it is ramping up operations at its flat rolled products aluminium facility at the Aditya Aluminium complex in Sambalpur district.

The Aditya FRP rolling facility was commissioned earlier this year and is expected to increase domestic aluminium can sheet supply.

Pai said the expansion could help ease aluminium can shortages in India by the end of the year.

When asked about a possible U.S. listing for Novelis, Hindalco said its immediate focus remains on restarting the Oswego plant and ramping up the Bay Minette facility, a process expected to continue over the next 18 months.

Hindalco Industries is the metals flagship company of the Aditya Birla Group and is one of the world’s largest aluminium producers by revenue.

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