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Collapsed Canada tariff talks put Indiana's aluminium jobs back in the spotlight
Primary AL10 SEPT 2026

Collapsed Canada tariff talks put Indiana's aluminium jobs back in the spotlight

Indiana has emerged as an unlikely flashpoint in the latest round of US-Canada trade friction, after Washington's now-collapsed negotiations with Ottawa briefly put a proposed cut to aluminium tariffs on the table, one that industry advocates say would have hit the state's fabrication workforce...

Low inventory supports aluminium prices to consolidate at highs; Peak season recovery pace awaits verification
Primary AL10 SEPT 2026

Low inventory supports aluminium prices to consolidate at highs; Peak season recovery pace awaits verification

Futures: The most-traded SHFE aluminium contract opened at RMB 24,590 per tonne in the night session on September 9, reached a high of RMB 24,660 per tonne and a low of RMB 24,565 per tonne, and closed at RMB 24,650 per tonne, up RMB 90 per tonne or 0.37 per cent from the previous close. Futures...

LME aluminium cash offer rises 0.84% to $3,353/t; stocks remain unchanged at 244,525t
Primary AL10 SEPT 2026

LME aluminium cash offer rises 0.84% to $3,353/t; stocks remain unchanged at 244,525t

The LME aluminium price moved higher on September 9 compared with the previous trading day, with cash and three-month aluminium prices recording gains, while total warehouse stocks remained unchanged. On September 9, the LME aluminium cash bid price stood at USD 3351.5 per tonne, up USD 27.5 per...

US primary aluminium production edges up 0.6% Y-o-Y in Q1 2026
Primary AL09 SEPT 2026

US primary aluminium production edges up 0.6% Y-o-Y in Q1 2026

US primary aluminium production reached 167,000 tonnes in Q1 2026, slightly above a year earlier but 1.2 per cent below the previous quarter. US primary aluminium production remained broadly stable at the start of 2026, with output edging higher from a year earlier even as it slipped slightly from...

US industrial policy needs to be systematic, not just ad hoc – Part 1
Primary AL09 SEPT 2026

US industrial policy needs to be systematic, not just ad hoc – Part 1

Our current approach can win economic skirmishes, but not the geopolitical conflict. – Part 1 After decades during which the very concept was taboo and the reality swept under the rug, the US has now rediscovered industrial policy. But this rediscovery remains incomplete, as too much of it is...

Alcoa strikes $3.1b cash-and-stock deal for South32’s key aluminium assets
Primary AL09 SEPT 2026

Alcoa strikes $3.1b cash-and-stock deal for South32’s key aluminium assets

Alcoa Corporation is acquiring South32’s key aluminium assets in a USD 3.1 billion deal in cash plus 17,008,960 Alcoa shares, expanding its upstream aluminium portfolio across Australia, Brazil and South Africa. The transaction will also give South32 and its shareholders an equity interest in the...

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