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Alcircle Private Limited | CIN: U72200WB2017PTC221175

Registered & Corporate Address: Ecospace Business Park, Block 3A, Unit 401A, New Town, Rajarhat, Kolkata, WB 700160

© 2026 Alcircle. All rights reserved. Alcircle is not responsible for content from external sources.

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Macro rate hike expectations bring periodic pressure, while destocking in China provides solid bottom support
11 SEPT 20267MINS
Primary AL

Macro rate hike expectations bring periodic pressure, while destocking in China provides solid bottom support

Futures: The most-traded SHFE aluminium contract opened at RMB 24,310 per tonne in the night session on September 10, reached a high of RMB 24,310 per tonne and a low of RMB 24,075 per tonne, and closed at RMB 24,125 per tonne, down RMB 365 per tonne or 1.49 per cent from the previous close....

LME aluminium price eases 0.3% on September 10; stocks remain stable at 244,525/t
11 SEPT 20262MINS
Primary AL

LME aluminium price eases 0.3% on September 10; stocks remain stable at 244,525/t

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...

10 SEPT 202614MINS
Primary AL

US industrial policy needs to be systematic, not just ad hoc – Part 2

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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Weekly Upstream: LME swings, Japan premiums dive, bauxite spikes; metals markets in turmoil
24 OCT 20259MINS

Weekly Upstream: LME swings, Japan premiums dive, bauxite spikes; metals markets in turmoil

The global aluminium and bauxite markets are currently experiencing a wave of volatility and changing dynamics. Bauxite is starting to carve out a significant place in international trade, challenging the long-held supremacy of iron ore. Meanwhile, India and China are at the forefront of...

Japan’s aluminium premium collapses: What the Q4 $86/t settlement means for Asia
24 OCT 20255MINS

Japan’s aluminium premium collapses: What the Q4 $86/t settlement means for Asia

In late October 2025, the quarterly surcharge for imported primary aluminium into Japan was assessed at USD 86 per tonne (CIF main Japanese ports, P1020/P1020A ingot) by S&P Global Commodity Insights (Platts) — a 20.4 per cent drop from the Q3 figure of USD 108 per tonne. The decline, which came...

Alcoa Q3 2025 result: Gains, closures & projects shaping the future
24 OCT 20258MINS

Alcoa Q3 2025 result: Gains, closures & projects shaping the future

Alcoa Corporation, a top player in the global market for bauxite, alumina and aluminium, has just shared its financial results for the third quarter of 2025. The company saw an uptick in production across both its alumina and aluminium sectors. However, it's worth noting that the quarterly...

Hindalco hits record high, Vedanta targets $4B EBITDA as aluminium prices rally
24 OCT 20253MINS

Hindalco hits record high, Vedanta targets $4B EBITDA as aluminium prices rally

Aluminium stocks soared on Friday, October 24, as prices of the metal rallied sharply amid tightening global supply, driving strong investor sentiment across the sector. Shares of Hindalco Industries, National Aluminium Company Limited (NALCO), and Vedanta opened with robust gains in early trade,...

LME Aluminium cash price rises 0.92% on October 23; inventories down 4,850t
24 OCT 20252MINS

LME Aluminium cash price rises 0.92% on October 23; inventories down 4,850t

Aluminium prices on the London Metal Exchange (LME) strengthened on Thrusday, October 23, as both cash and three-month contracts posted modest gains, while warehouse stocks recorded a slight decline. On October 23, the LME aluminium cash bid stood at USD 2,843 per tonne, up USD 26 or 0.92 per cent...

The administrator earned £ 2.8M from the sale of this Anglesey Aluminium site
23 OCT 20252MINS

The administrator earned £ 2.8M from the sale of this Anglesey Aluminium site

The sale of the former Anglesey Aluminium site in Holyhead involved a hefty fee of around GBP 2.8 million to the administrator for the sale of the site. The former Anglesey Aluminium site in Holyhead was an aluminium smelting plant that was closed in 2009 after the end of its power contract. Both...

Hillside Aluminium maintains steady output at 181,000 tonnes in Q3
23 OCT 20253MINS

Hillside Aluminium maintains steady output at 181,000 tonnes in Q3

South Africa’s Hillside Aluminium smelter continues to hold a key role in developing and running the country’s manufacturing base. Operating since 1996, the smelter at Richards Bay has become one of the largest aluminium producers in the southern hemisphere. It is processing imported alumina into...

Aluminium holds firm at USD 2,818/t as inventory slips 0.33%
23 OCT 20252MINS

Aluminium holds firm at USD 2,818/t as inventory slips 0.33%

The London Metal Exchange (LME) aluminium price showed a sharp increase, reflecting the on-going fluctuations within the market. Both the LME cash bid and offer rose by USD 37 per tonne or 1.33 per cent, and each settled down at USD 2,817 per tonne and USD 2,818 per tonne, respectively. The 3-month...

The future of US aluminium hinges on energy, not tariff policy — here’s why
23 OCT 20256MINS

The future of US aluminium hinges on energy, not tariff policy — here’s why

At the Aluminum Association’s annual meeting in Washington this September, the topic that dominated was not tariffs, not trade, but energy. As the US government doubles down on its Made in America agenda, aiming to restore domestic aluminium production, executives warned that the dream of a primary...

Mozambique’s Mozal smelter set for potential shutdown in 2026 – South32
22 OCT 20254MINS

Mozambique’s Mozal smelter set for potential shutdown in 2026 – South32

Australia’s South32 is currently in talks with the Mozambican government about the future of Mozal, which is the largest aluminium smelter and a key industrial employer in the country. Even with these discussions underway, the company is preparing for a potential halt in operations starting in...

LME aluminium cash price rises to $2,780/t as opening stocks dip to 484,125t
22 OCT 20251MINS

LME aluminium cash price rises to $2,780/t as opening stocks dip to 484,125t

Aluminium prices edged higher on the London Metal Exchange (LME) on October 21, supported by tighter stock levels and steady demand trends. The LME aluminium cash bid stood at USD 2,780 per tonne, up 0.32 per cent from the previous day’s USD 2,771, while the cash offer increased 0.29 per cent to...

Aluminium’s moment: How the lightweight metal is powering the next industrial cycle
21 OCT 20253MINS

Aluminium’s moment: How the lightweight metal is powering the next industrial cycle

With a resurgence of demand for metals in the global markets, both precious and industrial metals are drawing investment. While gold has approached record highs near USD 2,700 per ounce, silver has edged close to an all-time high, and platinum prices have surged by 80 per cent so far this year....

NBS: China's primary aluminium production rises 2.2 per cent Y-o-Y during Jan-Sept
21 OCT 20252MINS

NBS: China's primary aluminium production rises 2.2 per cent Y-o-Y during Jan-Sept

In September alone, primary aluminium output nationwide reached 3.8 million tonnes, rising by 1.8 per cent from the same month in 2024, the NBS data showed. This was 0.3 per cent higher than August, Mysteel Global calculated based on the NBS statistics. Improved profitability encouraged many...

Canada eases tariffs on select US and Chinese aluminium imports
21 OCT 20252MINS

Canada eases tariffs on select US and Chinese aluminium imports

Canada has announced tariff relief on specific steel and aluminium products imported from the United States and China. This move aims to support domestic industries affected by ongoing trade tensions. The decision was formalised through an amendment to the 2024 surtax remission order, effective...

LME price drops to USD 2,773/t, another turn in the aluminium tide?
21 OCT 20252MINS

LME price drops to USD 2,773/t, another turn in the aluminium tide?

The London Metal Exchange (LME) aluminium price has been showing a fluctuating movement. After a good rise in the price, it has again decline on October 20, 2025. The LME cash bid fell by USD 18 per tonne or 0.65 per cent, down from USD 2,789 per tonne to USD 2,771 per tonne. The decline continued...

Shandong Hontron Aluminum stock jumps 7.2% amid market dip
20 OCT 20253MINS

Shandong Hontron Aluminum stock jumps 7.2% amid market dip

Shandong Hontron Aluminum Industry Holding Co., Ltd. experienced a remarkable surge in its stock performance on October 15, 2025, reaching an intraday high even as the broader market faced a downturn. The company has demonstrated impressive annual growth, but it does grapple with some hurdles,...

Al Arabia sets sights on 10,000-tonne of aluminium exports
20 OCT 20253MINS

Al Arabia sets sights on 10,000-tonne of aluminium exports

Al Arabia Company for Manufacturing and Painting Aluminium is gearing up to ramp up its annual exports to over 10,000 tonnes with a strategic makeover. This transformation into a fully integrated industrial complex, complete with cutting-edge production lines and a range of expansion projects, has...

Macro tailwinds and solid fundamentals support aluminium prices to hold up well in the short term
20 OCT 20258MINS

Macro tailwinds and solid fundamentals support aluminium prices to hold up well in the short term

Futures: During the night session on October 17, the most-traded SHFE aluminium contract opened at RMB 20,935 per tonne, reached a highest price of RMB 20,960 per tonne and a lowest price of RMB 20,890 per tonne and finally closed at RMB 20,925 per tonne, down 0.2 per cent. The night session...

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