The London Metal Exchange (LME) aluminium price graph contracted on September 10 across cash and contracts, with longer-dated contracts reporting nearly 1 per cent decline. The aluminium opening stocks, however, remained stable. The LME aluminium cash bid price shifted from USD 3,351.5 per tonne on...
Our current approach can win economic skirmishes, but not the geopolitical conflict. – Part 2 Impact #5 of ad hoc industrial policy: Failing to use all required tools Industrial policy is often caricatured as just tariffs and subsidies. Mis-framed debates that evaluate the merits of tariffs in...
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Charles Johnson, President and CEO of the Aluminum Association, addressed the ripple effect of the Middle East conflict on the aluminium industry. According to him, global aluminium markets are under the pressure of “elevated” prices as geopolitical tensions in the Gulf region disrupt supply...
Aluminum Corporation of China Limited (Chalco) finalised a share purchase plan led by its controlling shareholder, Aluminum Corporation of China, along with parties acting in concert, with a total investment of about RMB 1.015 billion (USD 145 million). Chalco announced the plan in April 2025 to...
中文翻译附于新闻末尾，敬请继续阅读。 Restricted trade from the Gulf countries through the Strait of Hormuz and EGA’s Al Taweelah smelter becoming inoperative for a year due to Iranian strikes are seen as an opportunity for China’s aluminium export growth by many market analysts. Whether this ambition may turn real...
The recent escalation of conflict in the Middle East, notably a US-Israeli movement involving Iran in early 2026, has sent tremors through global aluminium markets. Gulf-region smelters account for roughly 9 per cent of the world’s primary aluminium supply (and over 20 per cent if China and Russia...
A few hours before the official announcement of a two-week ceasefire in the US-Israel and Iran conflict, the Iranian media reported that the US-Israel launched strikes on the Iran Aluminium Company (IRALCO), the largest aluminium plant of the country, as well as the Amirkabir Petrochemical Complex...
On April 7, the London Metal Exchange (LME) aluminium prices further rose from the previous close on April 2. There has been a significant rise in the offer settlement price as well as in the forward contracts. Concerning the inventory, there has been a slight dip along with the LME alumina platts...
With a broader shift in the global metals cycle that could reshape earnings expectations, major Indian aluminium companies are drawing renewed investor attention. JPMorgan has upgraded both Vedanta Limited and Hindalco Industries Limited to “overweight”, citing a favourable mix of higher aluminium...
The American Primary Aluminum Association (APAA) said it supports an executive order issued by Donald Trump to tighten enforcement of aluminium tariffs. Until now, importers had been declaring only the value of the raw aluminium used in products, leaving out the additional value created through...
• Issuer and bond ratings upgraded to BB- with Stable outlook • Upgrade reflects strong EBITDA outlook, improving cost structure and sustained deleveraging • Improved financial discipline, diversified portfolio and lower supply chain risks support rating Vedanta Resources Limited, a global leader...
Executive Summary: The global aluminium sector is feeling the heat of a supply crisis, as major aluminium producers face policy curbs, geopolitical crises, sanctions and tariff hurdles, and environmental setbacks. The war in Iran has further inflated the crisis with shipping disruptions and attacks...
Across major economies – from the United States and European Union to the United Kingdom, Canada, and Africa, aluminium has formally entered the league of critical minerals – not because the metal is rare but it is indispensable for economic and environmental growth. Aluminium, over the period of...
The aluminium market is currently driven by multiple factors, including macro liquidity, geopolitical risks, and fundamental supply disruptions, while the price spread between domestic and overseas markets and inventory structure continue to diverge. Macro perspective: China: The central bank's...
The global aluminium price is on a rising trend, reaching a four-year high, especially because of the ongoing tensions in the Middle East. In March 2026, the aluminium price rose to USD 3,492 per tonne. In the upcoming African Mining Week (AMW) 2026, which is being scheduled for October 14-16 in...
中文翻译附于新闻末尾，敬请继续阅读。 The aluminium market isn’t just shifting-it’s being pulled in different directions at once. That is the backdrop against which the AICE 2026 SMM Aluminum Industry Conference & Expo will take place from April 8–10 in Suzhou, China, as the industry navigates shifting supply...
Vedanta Limited reported its highest-ever production across several key businesses for the financial year ending March 31, 2026, showing strong overall performance. Alumina production jumped 48 per cent from last year to 2.92 million tonnes. Aluminium output hit a record 2.46 million tonnes, up 1...
Emirates Global Aluminium (EGA) has provided an initial assessment of its operations following recent Iranian missile and drone attacks on its Al Taweelah site, one of the world’s largest aluminium production complexes. EGA said the Al Taweelah facility sustained significant damage as a result of...
Futures: In the night session on April 2, the SHFE aluminium 2605 contract opened at RMB 24,545 per tonne, hit an intraday high of RMB 24,795 per tonne and a low of RMB 24,500 per tonne, and finally closed at RMB 24,710 per tonne, down RMB 10 per tonne from the previous close, or 0.04 per cent....
What began as an overall surge in the metals market towards the beginning of the year has quickly turned far more uneven, as the ongoing Middle East conflict enters its fifth week. While early market sentiment was dominated by fears of a copper crisis, the unfolding reality focuses on a different...
