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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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US aluminium industry highlights importance of domestic smelting capacity for national security
23 OCT 20263MINS
Primary AL

US aluminium industry highlights importance of domestic smelting capacity for national security

The United States needs a stronger domestic primary aluminium industry to support national security, military equipment and critical infrastructure, according to an economic analysis by Adam Hersh, an economist and research fellow at the University of Massachusetts. Hersh presented the findings at a press event in Washington, D.C. He highlighted the need for domestic production of high-purity aluminium used in military applications. He said the US currently has no operating smelters capable of producing this specialised aluminium, leaving the country reliant on overseas supplies and exposed to possible supply disruptions. The report points to a major change in US aluminium production over the past 25 years. In 2000, the country accounted for around 15 per cent of global aluminium...

AAC welcomes Canada’s implementation of smelt and cast reporting for aluminium imports
23 OCT 20263MINS
Primary AL

AAC welcomes Canada’s implementation of smelt and cast reporting for aluminium imports

The Aluminum Association of Canada (AAC) welcomes the integration of country of smelt and cast reporting into Canada’s Aluminum Import Monitoring Program (AIM), effective October 1, 2026. This milestone strengthens transparency across aluminium supply chains and equips authorities with better information to monitor trade flows and identify potential circumvention. The new requirements build on Canada’s progressive development of its aluminium import monitoring framework: • September 1, 2019: Canada launched AIM under General Import Permit No. 83, following the Canada–US joint statement on steel and aluminium trade. • Summer 2024: Global Affairs Canada (GAC) consulted stakeholders on collecting and publishing country of smelt and cast information. • July 31, 2025: Under a separate trade...

23 OCT 20267MINS
Primary AL

Macro sentiment relatively cautious, consumption resilience underpins aluminium prices

Futures: SHFE aluminium closed at RMB 23,145 per tonne, edging down 0.19 per cent. Although prices held above MA5 (23,077) and MA10 (23,044), they remained capped by MA30 (23,760) and MA60 (23,767), with the overall market in a consolidation phase following the sharp decline. The MACD indicator's dual lines (DIF=-261.81, DEA=-237.16) operated below the zero axis, with the green bar expanding to -49.29, failing to extend the previous day's bottom divergence repair, indicating fading rebound momentum. Trading volume shrank to 54,800 lots, with market activity turning cautious. The suggested core trading range for SHFE aluminium is 22,700-23,500. LME aluminium closed at USD 3,008 per tonne, edging up 0.07 per cent. Prices barely held above MA5 (3,002.4) but remained pressured by MA10...


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Beyond the smelter: Companies powering the US aluminum industry’s rebuild
18 SEPT 20268MINS

Beyond the smelter: Companies powering the US aluminum industry’s rebuild

For the past two decades, the US aluminium industry has been treading through a volatile path, with a domestic primary aluminium sector deteriorating at a rapid and alarming rate, and the number of operational smelters falling from around thirty to only four. Primary aluminum output was estimated at 680,000 metric tons with a domestic demand hovering around 5.8 million metric tons in 2025, leaving the country heavily reliant on imports. Although the annual capacity remained unchanged from that in 2024, at 1.31 million metric tons per year, some smelters were operating at reduced capacities, while some faced temporary shutdown. The situation was compounded by the Section 232 tariffs on aluminum products, further blocking the inbound trade. The rebuilding of domestic capacity, therefore, is...

China aluminium market stays supported as inventories fall and prices gain nearly 8%
18 SEPT 20262MINS

China aluminium market stays supported as inventories fall and prices gain nearly 8%

China’s domestic aluminium inventories declined, giving some support to aluminium prices. However, China’s aluminium production remained high, while a new alumina project in Guangxi entered trial production and is expected to add to future supply. For aluminium, the fall in domestic inventories is a positive factor for prices. However, the supply picture remains mixed, as China’s aluminium production reached a record 4 million tonnes in August, according to the National Bureau of Statistics. Output was 4.7 per cent higher year on year, while production during January-August reached around 31 million tonnes, up 3.9 per cent from the same period last year. At the current pace, annual production could reach around 47 million tonnes, above the country’s long-standing 45-million-tonne...

LME aluminium cash falls to $3,302.50 as Asian reference price climbs nearly 1%
18 SEPT 20262MINS

LME aluminium cash falls to $3,302.50 as Asian reference price climbs nearly 1%

London Metal Exchange (LME) aluminium prices edged lower on September 17, with cash and three-month contracts declining from the previous session. Dec-27 prices moved slightly higher, while the Asian reference price gained nearly 1 per cent. Opening stocks and live warrants remained unchanged, while cancelled warrants declined. The LME aluminium cash bid price fell 0.21 per cent to USD 3,302.50 per tonne on September 17 from USD 3,310 per tonne , while the cash offer price declined 0.20 per cent to USD 3,303.50 per tonne from USD 3,310 per tonne. The three-month aluminium bid and offer prices both fell 0.12 per cent. The bid price declined to USD 3,284 per tonne from USD 3,288 per tonne, while the offer price eased to USD 3,285 per tonne from USD 3,289 per tonne. Explore the production,...

Saudi aluminium demand to climb 1.8Mt as World Cup projects boost construction
17 SEPT 20261MINS

Saudi aluminium demand to climb 1.8Mt as World Cup projects boost construction

Saudi Arabia’s domestic aluminium demand could rise to 1.8 million tonnes a year by 2030, up from around 1 million tonnes currently, according to Maaden’s executive vice president for aluminium, Ahmad al-Alshaikh. He expects that demand could potentially double over the next five to seven years. Speaking at the Fastmarkets International Aluminium Conference in Budapest on Wednesday, al-Alshaikh said demand could potentially reach between 1.6 million and 1.8 million tonnes by the end of the decade. Al-Alshaikh linked the expected growth to construction activity in Saudi Arabia, including projects connected with the country hosting major expositions and the 2034 FIFA World Cup. The tournament is expected to require 15 new stadiums, adding to demand for aluminium and other materials. Maaden...

LME aluminium prices recover up to 1.64% as stocks fall to 243,600t
17 SEPT 20262MINS

LME aluminium prices recover up to 1.64% as stocks fall to 243,600t

London Metal Exchange (LME) aluminium prices rebounded on September 16, with cash and forward contracts moving higher from the previous session. Warehouse stocks edged down, while the Asian reference price and alumina Platts price also increased. The LME aluminium cash bid and offer price rose 1.53 per cent. The cash bid rose to USD 3,309.50 per tonne from USD 3,260 per tonne , while the cash offer rose to USD 3,310 per tonne from USD 3,260 per tonne. The three-month aluminium bid price climbed 1.64 per cent to USD 3,288 per tonne from USD 3,235 per tonne. The offer price also rose 1.64 per cent to USD 3,289 per tonne from USD 3,236 per tonne. The Dec-27 bid and offer prices both rose 1.55 per cent from the previous session, with the bid increasing to USD 3,202 per tonne from USD 3,153...

ALFED trade committee puts UK aluminium reindustrialisation firmly on the agenda
16 SEPT 20264MINS

ALFED trade committee puts UK aluminium reindustrialisation firmly on the agenda

The Aluminium Federation (ALFED) has launched a new Reindustrialising UK Aluminium briefing, developed through its Trade Committee, setting out the immediate trade and industrial priorities facing the UK aluminium sector. The briefing comes as aluminium takes on increasing strategic importance within UK Government policy. Aluminium is recognised within the UK’s Critical Minerals framework and as a Growth Mineral, reflecting its importance to future UK manufacturing and economic growth. Government’s Critical Minerals Strategy describes critical minerals as foundational inputs to the Industrial Strategy’s growth-driving sectors. ALFED’s latest economic modelling estimates that the UK aluminium industry supports a wider economic footprint of £8.18 billion (USD 11.03 billion) in GVA and...

Fire response at Bridgnorth Aluminium highlights support available to metal industries
16 SEPT 20263MINS

Fire response at Bridgnorth Aluminium highlights support available to metal industries

Fire crews responded to a molten aluminium spill at Bridgnorth Aluminium on September 14 afternoon after the incident caused several small fires at the facility. Crews from Bridgnorth and Much Wenlock arrived shortly before 4 pm on September 14. The incident was recorded as a building fire, and operations officers also attended. Firefighters dealt with the fires caused by the molten aluminium spill. The incident also shows the role fire crews can play when such an incident occurs at a production facility. Molten aluminium is handled at very high temperatures, so a quick response is important when a spill leads to fire. Firefighters are trained to deal with these situations and can provide industries with support when an unexpected incident takes place. A spokesperson for Bridgnorth...

Vedanta shares hit 52-week low at ₹419.50 as crude oil prices surge
16 SEPT 20262MINS

Vedanta shares hit 52-week low at ₹419.50 as crude oil prices surge

Vedanta’s share price fell in early trading on the NSE as the Indian stock market declined and rising crude oil prices increased concerns about higher costs for metal companies. The stock opened at INR 431.25 (USD 4.50), down from its previous close, and fell to an intraday low of INR 419.50 (USD 4.37), marking a new 52-week low. Market experts attributed the decline mainly to weak global and domestic market sentiment and the sharp rise in crude oil prices. Higher energy and input costs can put pressure on the margins of mining and metals companies. Rising base metal prices in international markets, followed by some profit-booking, also contributed to the stock's movement. Crude oil prices add to cost concerns Anuj Gupta, a SEBI-registered market expert, said rising crude oil prices were...

LME aluminium prices slide up to 1.53% as warehouse stocks ease to 243,850t
16 SEPT 20262MINS

LME aluminium prices slide up to 1.53% as warehouse stocks ease to 243,850t

London Metal Exchange (LME) aluminium prices declined on September 15, with cash, three-month and longer-dated contracts all settling below their previous-session levels. LME warehouse stocks also recorded a small decline, while the Asian reference price and alumina Platts price moved higher. The LME aluminium cash bid price fell 1.53 per cent to USD 3,259.50 per tonne on September 15 from USD 3,310 per tonne previously , while the cash offer price dropped 1.54 per cent to USD 3,260 per tonne from USD 3,311 per tonne. The three-month aluminium bid price decreased 0.64 per cent to USD 3,235 per tonne from USD 3,256 per tonne. The corresponding offer price also slipped 0.64 per cent to USD 3,236 per tonne from USD 3,257 per tonne. For the Dec-27 contract, both the bid and offer price...

China aluminium output rises 4.7% Y-o-Y to record high in August
15 SEPT 20262MINS

China aluminium output rises 4.7% Y-o-Y to record high in August

China's aluminium production reached a record high in August as strong margins encouraged smelters to maximise output, bringing the world's largest aluminium producer closer to its longstanding national capacity ceiling. Primary aluminium output rose 4.7 per cent year on year to 3.98 million tonnes in August, according to data from the National Bureau of Statistics. Production was also higher than the just-under 3.9 million tonnes recorded in July and was close to the previous monthly record of 3.979 million tonnes set in June. China's aluminium output for the first eight months of 2026 reached 31.12 million tonnes, up 3.9 per cent from the same period a year earlier. At the current pace, annual production would reach around 46.7 million tonnes, above China's 45 million-tonne capacity...

Inola aluminium smelter timeline stretches to April 2027 after new moratorium, US capacity push continues
15 SEPT 20263MINS

Inola aluminium smelter timeline stretches to April 2027 after new moratorium, US capacity push continues

The proposed USD 4 billion aluminium smelter in Inola, Oklahoma, has entered another review phase as the US continues efforts to strengthen domestic aluminium production. Inola town trustees have unanimously extended the moratorium on the project through April 7, 2027, giving the proposed development a longer pause as local concerns and legal challenges continue to be considered. The latest decision extends the 60-day moratorium approved on June 29, which was originally due to expire on September 28. The town has also voted to put a proposed ordinance banning primary aluminium smelting within Inola city limits before voters on April 7, 2027. Inola project comes after years of efforts to strengthen domestic aluminium manufacturing. Section 232 tariffs, introduced in 2018, aimed to reduce...

LME aluminium price rises above 1%; stocks slip to 244,100t on September 14
15 SEPT 20262MINS

LME aluminium price rises above 1%; stocks slip to 244,100t on September 14

The London Metal Exchange (LME) aluminium price reported improvements, rising above 1 per cent across the pricing segment, followed by modest gains in contracts on the September 14 close, recovering from the downward trend reported at the September 13 session . The LME aluminium cash bid and offer prices gained USD 37 per tonne or 1.13 per cent day-on-day on September 14. The bid climbed to USD 3,310 per tonne from USD 3,273 per tonne and the offer shifted to USD 3,311 per tonne from USD 3,274 per tonne. On September 14, the LME aluminium three-month bid and offer prices reported a USD 7 per tonne or 0.22 per cent rise over the previous close. The bid moved to USD 3,256 per tonne from USD 3,249 per tonne as the offer price surged to USD 3,257 per tonne from USD 3,250 per tonne. The upward...

H1’26 LME aluminium stocks dip 31.82%: Russian sanctions & Gulf crisis pack a double blow
14 SEPT 20266MINS

H1’26 LME aluminium stocks dip 31.82%: Russian sanctions & Gulf crisis pack a double blow

As we reflect on the Middle East crisis that commenced on February 28, 2026, and stretched into the second half of the year, it brings to mind the dramatic rise and fall of the London Metal Exchange (LME) aluminium price that reached four-year highs before cooling down. The skyrocketing prices result from the declining inventory levels of the LME aluminium stocks, thereby reporting a month-on-month decline from 498,670 tonnes in January to 320,314 tonnes in June. LME H1 inventory trend: 2026 vs 2025 vs 2024 How has the LME aluminium inventory scenario fared across the January-June period? Here is the six-month cumulative year-on-year comparison among 2026, 2025 and 2024: H1 2026 – 2.48 million tonnes, down 12.88 per cent Y-o-Y H1 2025 – 2.85 million tonnes, down 31.82 per cent Y-o-Y H1...

Alcoa says Canada tariff cut alone won't bring US aluminium premium down
14 SEPT 20264MINS

Alcoa says Canada tariff cut alone won't bring US aluminium premium down

A cut in US tariffs on Canadian aluminium alone is unlikely to bring down the elevated Midwest aluminium premium significantly, according to Alcoa CFO Molly Beerman, as the US still relies on imports from other countries to cover a structural supply gap. Speaking at the Jefferies Global Industrials Conference in New York, Beerman said the US needs to import around 4 million tonnes of aluminium a year, while Canadian suppliers can provide roughly 3 million tonnes. The remaining 1 million tonnes must come from other markets, where tariffs or other trade barriers continue to support higher delivered costs. The Midwest premium, the surcharge US buyers pay above the London Metal Exchange aluminium price for physical metal, currently stands at USD 1.09 per pound (USD 2,403 per tonne). It has...

Mercuria, Glencore explore Venalum aluminium smelter deal as Venezuela eyes production revival
14 SEPT 20263MINS

Mercuria, Glencore explore Venalum aluminium smelter deal as Venezuela eyes production revival

Venezuela’s biggest aluminium smelter, Venalum, could be heading for a fresh start as Mercuria Energy Group Ltd. and Glencore Plc explore a potential deal that could bring new investment and operating expertise to the facility that has spent years producing only a fraction of its original capacity. The talks come as Venezuela seeks to rebuild an industrial sector weakened by economic turmoil, power shortages and years of underinvestment. Discussions with the Venezuelan government have included the possibility of taking over operations at the Venalum smelter and securing access to the aluminium it produces, according to Bloomberg News. Mercuria is working with private mining investment firm Heeney Capital on the potential transaction. The two companies have previously worked together on...

$11.5b Adani-IRH  aluminium project set to strengthen Odisha’s aluminium value chain
14 SEPT 20262MINS

$11.5b Adani-IRH aluminium project set to strengthen Odisha’s aluminium value chain

Odisha has handed over more than 7,000 acres of land for the Adani Group-International Resources Holding (IRH) joint venture’s proposed USD 11.5 billion integrated aluminium complex. This covers planned alumina refining, aluminium smelting and downstream manufacturing facilities across Sundargarh and Rayagada districts. The land includes around 4,000 acres in Sundargarh district and 3,000 acres in Rayagada district. In the presence of India’s Ambassador to the UAE, Deepak Mittal, the documents were handed over by Chief Minister Mohan Charan Majhi. The project is being developed as a 50:50 joint venture between the Adani Group and IRH, a unit of Abu Dhabi-based International Holding Company. It will cover several stages of the aluminium value chain, from alumina refining and aluminium...

LME aluminium cash bid price drops 2.06% to $3,273/tonne as stocks decline to 244,350t
14 SEPT 20262MINS

LME aluminium cash bid price drops 2.06% to $3,273/tonne as stocks decline to 244,350t

LME aluminium prices recorded a sharp decline on September 11 compared with the previous trading day, with cash and three-month prices falling by around 2%, while exchange stocks edged lower. The LME aluminium cash bid price slipped to USD 3,273 per tonne on September 11, compared with USD 3,342 per tonne on September 10, marking a 2.06 per cent decline. The cash offer price followed the same trend, falling to USD 3,274 per tonne from USD 3,343 per tonne, also down 2.06 per cent. The weakness extended to the three-month contract. The 3-month bid price fell to USD 3,249 per tonne from USD 3,316 per tonne, representing a 2.02 per cent drop, while the offer price declined to USD 3,250 per tonne from USD 3,318 per tonne, down 2.05 per cent. Further down the forward curve, the December 27 bid...

Odisha CM visits EGA Jebel Ali, highlights NALCO–EGA aluminium partnership
12 SEPT 20261MINS

Odisha CM visits EGA Jebel Ali, highlights NALCO–EGA aluminium partnership

Odisha Chief Minister Mohan Charan Majhi visited Emirates Global Aluminium’s (EGA) Jebel Ali site in Dubai, highlighting the strategic importance of the NALCO–EGA technology licensing partnership in strengthening Odisha’s aluminium industry. During the visit, Majhi emphasised how the collaboration brings together EGA’s aluminium technology expertise and NALCO’s established manufacturing base in Odisha. The partnership is expected to support modernisation, capacity expansion, lower-carbon aluminium production and the development of higher-value aluminium products. The discussions also explored opportunities for EGA to participate in Odisha’s expanding downstream aluminium ecosystem, particularly the Angul Aluminium Park, which is being developed as a hub for value-added aluminium products...

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