India’s trade deficit with China crossed USD 100 billion in the first nine months of 2026 as imports continued to outpace exports, with aluminium trade data showing a widening imbalance in the latest available period. While India’s overall exports to China recorded strong growth between January and September, the value of its aluminium exports to the neighbouring country declined year on year through July, even as aluminium imports from China increased. Data released by China’s General Administration of Customs showed that bilateral trade rose 25.4 per cent to USD 144.45 billion between January and September 2026. India’s imports from China increased 23.3 per cent to USD 125.19 billion, while exports to China grew 40.7 per cent to USD 19.26 billion. Despite the rise in exports, the trade...
Guinea’s ambition to move beyond bauxite exports into alumina refining and aluminium smelting is running into a major electricity constraint. Producing about 1,000 MW of power at present, it needs another estimated 5,000–10,000 MW for industrialisation. While new alumina refineries could expand intermediate supply, the shortage of reliable electricity is likely to delay additional aluminium production capacity beyond 2030. The challenge emerges as aluminium traded at USD 3,008.5 per tonne, down 8.77 per cent over the month but up 8.43 per cent year on year. Guinea mined an estimated 150 million tonnes of bauxite in 2025, accounting for 34 per cent of global output of 440 million tonnes. Yet it produced only 360,000 tonnes of alumina, or 0.24 per cent of worldwide production of 150 million...
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After remaining above USD 3,200 per tonne at the June 23 session , the LME aluminium price dropped below the figure across all the pricing segments, barring the live warrants and alumina price, on the June 24 session. The LME aluminium cash bid price eased 3.52 per cent day-on-day on June 24, down to USD 3,148 per tonne from USD 3,263 per tonne. Similarly, the offer shifted to USD 3,150 per tonne from USD 3,263.5 per tonne, indicating a 3.48 per cent difference. Explore: The most comprehensive and forward-looking industry-focused report – Global Bauxite & Alumina Market Forecast to 2036: Supply–Demand, Trade Flows & Price Outlook In the near-term contracts, both the LME aluminium three-month bid price slipped to USD 3,160 per tonne from USD 3,269 per tonne, reporting a drop of 3.33 per...
Industrial furnace engineering and firing systems form the backbone of modern aluminium production and recycling. From melting scrap and refining alloys to casting and heat treatment, aluminium processing remains heavily dependent on efficient thermal systems. Modern furnace technologies offer a combination of combustion systems, heat recovery, automation and process controls for successful energy optimisation while ensuring consistency of product quality. Unlock in-depth insights into the extrusion segment of the global aluminium industry with The World of Aluminium Extrusions – Industry Forecast to 2032 These advances are especially relevant to the aluminium sector, where recycling and low-carbon production are becoming key industry priorities. At this juncture, JASPER GmbH steps in...
Falling aluminium prices and concerns over rising Chinese supply pressured metal stocks on Tuesday, with shares of Vedanta, Hindalco Industries, National Aluminium Company (NALCO), Hindustan Zinc and major steelmakers trading lower. According to a commodity note by Kotak, aluminium prices have come under pressure due to increasing Chinese exports and domestic aluminium production in China remaining close to record levels. Despite the recent decline, the brokerage noted that global aluminium output outside China remained subdued in May, keeping market fundamentals relatively tight and supporting the metal's medium-term outlook. Among aluminium-related stocks, NALCO fell 4.4 per cent to INR 361.50, while Hindalco declined 2.7 per cent to INR 986.85. Hindustan Zinc also slipped 2.8 per cent...
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The global aluminium industry, be it upstream or downstream, is said to be entering a phase where operational excellence is no longer defined by production volumes alone. Now, the manufacturers are expected to look for strategies that will aid them in improving work safety, optimising labour utilisation, minimising metal losses and achieving consistent process efficiency. Only focusing on the house now, they are also deemed to be under immense pressure to produce more with fewer resources while maintaining the highest standards of safety and quality. With the cast houses, rising labour challenges, operational inefficiencies and the need for consistent metal yield are encouraging producers to rethink conventional furnace tending practices. Why does this matter now? For many cast houses,...
Alcoa shares (ASX: AAI) have come under pressure, dropping 30 per cent over the past three weeks as aluminium prices softened on expectations that supply disruptions owing to the Middle East conflict may gradually ease. On Tuesday, Alcoa's Australian-listed shares fell 4.17 per cent to close at AUD 80.42 (USD 55.48), wiping out the gains reported earlier in 2026 . The decline remained at par with another weak session for aluminium on the London Metal Exchange (LME), whereby the aluminium cash price dropped to a three-month low of USD 3,263.5 per tonne from USD 3,405 per tonne the day before , representing a 4.16 per cent plunge. Although aluminium remains about 11 per cent higher year-to-date (YTD), the latest development marks a sharp reversal from the four-year highs recorded in April...
Aluminium prices on the London Metal Exchange (LME) fell sharply on June 23, reaching their lowest level in nearly three months after the United States granted Iran a 60-day sanctions waiver following preliminary peace talks. The development improved expectations for the resumption of trade flows through the Strait of Hormuz, easing concerns over supply disruptions that had previously supported aluminium prices. The LME aluminium cash bid price declined to USD 3,263 per tonne on June 23 from USD 3,403 per tonne on June 22, marking a 4.11 per cent drop. The cash offer price fell to USD 3,263.5 per tonne from USD 3,405 per tonne, a decline of 4.16 per cent. The benchmark three-month aluminium contract also contracted. The three-month bid price dropped to USD 3,269 per tonne from USD 3,405...
The unwrought aluminium export graph of Canada to the world follows a significant year-on-year declining streak. The cumulative exports in the first quarter (Q1) of 2026 amounted to 579,279.8 tonnes , valued at USD 1.95 billion . Q1 volume comparison: 2026, 2025, 2024 Comparing quarterly volumes, the Q1 2026 export figure reflects a Y-o-Y decline of 19.7 per cent from 721,400.36 tonnes shipped in Q1 2025. Again, the Q1 2025 volume slipped from that of Q1 2024, which totalled 779,517.6 tonnes. The difference reflected is of 7.46 per cent. Explore the accurate insights and forecasts for the aluminium flat rolled products (FRP) market in Aluminium Flat Rolled Products: Insights & Forecast to 2032 Q1 value comparison: 2026, 2025, 2024 As we look at the unwrought aluminium shipment value, the...
Vedanta Aluminium holds the potential to secure a place in the Large-Cap segment along with BSE, Vodafone Idea, and Hitachi Energy India, under the upcoming semi-annual stock categorisation by the Association of Mutual Funds in India (AMFI). Meanwhile, LG Electronics and Siemens Energy India might occupy Mid-Cap positions. Vedanta Power, Vedanta Oil & Gas and Vedanta Iron & Steel, from the Vedanta demerger , are expected to enter the Small-Cap category. The revised classification, expected in the first week of July, serves as an important reference point for domestic mutual fund managers when evaluating portfolio allocations and investment opportunities. The four Vedanta entities , viz., Vedanta Aluminium Metal, Vedanta Power, Vedanta Oil & Gas and Vedanta Iron & Steel, were listed on...
The London Metal Exchange (LME) aluminium prices made a modest recovery on June 22. Cash price and futures contracts improved over the previous session’s figures, while the continued decline of opening stocks indicated market volatility. On June 22, the LME aluminium cash bid price edged up from USD 3,399 per tonne to USD 3,403 per tonne, reporting a 0.12 per gain. The offer price moved from USD 3,400 per tonne to USD 3,405 per tonne, rising by 0.15 per cent. The LME aluminium three-month contract bid surged from USD 3,397.5 per tonne to USD 3,405 per tonne, gaining 0.22 per cent. The offer price rose from USD 3,398 per tonne to USD 3,406 per tonne , marking a 0.24 per cent increase. Explore the relevance of red mud in the sustainable aluminium industry in A Comprehensive Analysis of...
Vedanta post-demerger advances its expansion roadmap, set to double its aluminium business capacity to 6 million tonnes in the next three and a half years. Alongside that, the company has outlined a strategic shift towards critical minerals and strategic metals such as zinc, copper, nickel, ferrochrome, positioning itself as a key player in India's resource security and energy transition ambitions. Shared in its latest investor presentation, ' Insights by Vedanta' (May 2026), Vedanta is expecting its individual entities to attain valuations projected up to USD 100 billion. Its portfolio would consist of strategic resources like zinc, silver, copper, ferrochrome, nickel and critical minerals, as key drivers of future growth. Discover: The Gulf aluminium market risks, China impact, alumina...
In a recent report, the Global Trade Research Initiative (GTRI) said that India needs to comprehensively overhaul its aluminium trade framework to maximise the value of its natural resources and enhance domestic manufacturing. The policy think tank argues that several changes are needed, including eliminating import duties on unwrought aluminium, fixing the current inverted tariff structure, and introducing a 20 per cent export tax on primary aluminium. These measures, it says, would help shift the focus from exporting raw metal towards expanding higher-value domestic manufacturing. Published on Thursday, the report states that the existing tariff regime has created imbalances throughout the aluminium supply chain. Instead of encouraging industrial development, current policies have...
The global aluminium industry will turn its attention to Shanghai this July as Aluminium China 2026 returns for its 21st edition. Aluminium China 2026 will bring together aluminium industry stakeholders from around the world in Shanghai, offering a platform to explore market trends, new technologies and business opportunities across the value chain. Scheduled to take place from 8-10 July 2026 at the Shanghai New International Expo Centre, the event is expected to attract producers, processors, technology providers, traders and end-users from across the aluminium value chain. Over the past two decades, Aluminium China has established itself as one of the industry's most important meeting points in Asia, providing a platform for companies to showcase new products, manufacturing...
The West Asia crisis is expected to leave a lasting mark on global aluminium supply, with production losses now forecast to persist into 2027. While LME aluminium prices posted modest declines on June 19, analysts say the market remains vulnerable to prolonged disruptions as damaged smelting capacity across the region takes longer than expected to recover. On June 19, the LME aluminium cash bid price stood at USD 3,399 per tonne, down 0.07 per cent from USD 3,401.5 per tonne on June 18. The cash offer price eased 0.06 per cent to USD 3,400 per tonne from USD 3,402 per tonne. The LME aluminium 3-month bid price declined 0.07 per cent to USD 3,397.5 per tonne, while the 3-month offer price slipped 0.09 per cent to USD 3,398 per tonne. Further along the forward curve, December 2027 bid and...
The aluminium industry's supply chain story increasingly begins long before metal reaches a smelter. Across several regions, governments and companies are moving to secure access to bauxite, the industry's most important raw material. India's engagement with Venezuela reflects a broader effort to secure long-term access to raw materials essential for industrial growth. During recent discussions between the two countries, Venezuela's vast bauxite reserves emerged as a key area of interest, particularly the Los Pijiguaos region, which is estimated to hold billions of tonnes of the ore. The development highlights how resource security is becoming increasingly important as countries seek reliable supplies of materials that support aluminium production and manufacturing growth. At the producer...
Om Metallogic Ltd. has recently secured a fresh supply contract valued at INR 18.81 CR (USD from Oswal Castings Pvt. Ltd. According to the agreement, Om Metallogic will deliver 476.35 tonnes of ADC-12 aluminium alloy ingots to the buyer, Oswal Castings, which adds a sizeable commercial order to the former’s account. The company disclosure says the contract is awarded as an open work order. Revenue from the deal will not be recognised upfront but will progressively accrue as supplies are executed under a performance-linked billing arrangement. Most importantly, Om Metallogic clarified that the transaction has been entered into on an arm’s-length basis and does not involve a related party. Such disclosures are closely watched by the investors as they provide reassurance that commercial...
LME aluminium prices edged lower on June 18 compared with June 17, while warehouse stocks continued to fall. However, longer-dated contracts posted modest gains. The LME cash bid price slipped to USD 3,401.50 per tonne on June 18 from USD 3,405 per tonne a day earlier, representing a decline of 0.10 per cent. The cash offer price also eased by 0.10 per cent to USD 3,402 per tonne from USD 3,405.50 per tonne. Three-month aluminium prices also moved lower. The three-month bid fell from USD 3,408 per tonne to USD 3,400 per tonne, a decrease of 0.23 per cent. The three-month offer price declined by 0.26 per cent, dropping from USD 3,410 per tonne to USD 3,401 per tonne. In contrast, December 2027 contracts recorded gains. The December 2027 bid rose from USD 3,178 per tonne to USD 3,190 per...
Vedanta Aluminium shares were in focus on Thursday after brokerage firms Citi and Kotak Institutional Equities initiated coverage on the stock with ‘Buy’ ratings. The stock was trading 0.56 per cent higher at 9:40 am and had earlier risen as much as 2.93 per cent to INR 479 (USD 5.08) per share. Despite the gain, Vedanta Aluminium remains more than 10 per cent below its listing price of INR 522 (USD 5.53). Vedanta Aluminium was listed on the stock exchanges on June 15 and was the only one of Vedanta’s four demerged businesses to debut at a premium. Both Citi and Kotak highlighted favourable aluminium market fundamentals, planned capacity expansions and ongoing cost-reduction initiatives as key positives for the company. They also pointed to growing aluminium demand from sectors such as...
Century Aluminum Company has reported the outcome of its 2026 Annual Meeting of Stockholders, with shareholders approving the election of seven board members, endorsing executive compensation, and ratifying Deloitte & Touche LLP as the company's independent auditor for fiscal year 2026. According to a filing with the US Securities and Exchange Commission (SEC), 85.51 million shares, representing approximately 86.39 per cent of the company's outstanding shares, were present in person or represented by proxy at the meeting, constituting a quorum. Shareholders elected Jarl Berntzen, Jennifer Bush, Jesse Gary, Errol Glasser, Wilhelm van Jaarsveld, Andrew Michelmore, and Tamla Olivier to serve one-year terms on the board until the company's 2027 Annual Meeting of Stockholders. The nominees...
