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A report that reveals where the aluminium casting industry is heading and how businesses can act.
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AL Circle Analysis: 243% US scrap rise, 6Mt European recycling & Germany’s power fix drive aluminium trade
Europe’s 9M 2026 aluminium production jumps to 5.56Mt as smelter restarts gain ground
Europe’s recycled aluminium production: Germany, Italy and the UK anchor a competitive market
Global EV sales to hit 35.4 million by 2030, with aluminium usage forecast to rise 38% in North America & 79% in China
AL Circle analysis: How do Germany’s 32.8% automotive aluminium share, 40% Diet Coke can price rise & 3.54Mt North American extrusion demand matter?
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Iran keeps Strait of Hormuz closed as seven conditions stall US negotiations
Iran has ruled out reopening the Strait of Hormuz until the United States meets seven conditions outlined in a June memorandum of understanding, prolonging uncertainty over a critical global energy shipping route as diplomatic efforts continue. Iranian parliament speaker Mohammad Baqer Qalibaf said Tehran’s position remained firm, state media reported on October 4. Iran had presented a proposal during the United Nations General Assembly under which normal maritime passage through the strait could resume within seven days if its conditions were met. Washington responded to the proposal last week through Qatari intermediaries. “The position of the Islamic Republic of Iran is completely clear and firm, and the Strait of Hormuz will not be opened until our seven conditions, based on the...
Australia to prioritise critical minerals refining and European market in updated strategy
Australia plans to give greater attention to critical minerals refining and processing under an updated strategy, as competition for investment grows and concerns over supply chains continue. Resources Minister Madeleine King said the revised strategy would guide the industry's next stage of development, with a focus on creating greater economic and strategic value from critical minerals. She said Australia would prioritise processing activities where it already has, or could develop, a competitive advantage. Australia is a major supplier of critical minerals, including rare earths used in defence and renewable energy. However, China dominates the refining stage of the supply chain. Western countries are seeking to expand their own processing capabilities and diversify supplies of...
China Sept prebaked anode exports jump 40 per cent y/y on overseas smelting demand
According to data released by the General Administration of Customs of the People's Republic of China (GACC), China's prebaked anode exports reached 288,300 tonnes in September 2026, up 39.94 per cent year-on-year and 18.02 per cent month-on-month. The export value for September 2026 totalled US USD 279.2 million, with an average export unit price of US USD 968.6 per tonne. By province, the major prebaked anode exporting regions in September 2026 were Shandong, Shanghai, and Jiangsu. Shandong led with total exports of 191,300 tonnes, up 8.91 per cent month-on-month, accounting for 66.37 per cent of national exports. Shanghai exported 41,200 tonnes, representing 14.28 per cent of the total. Jiangsu exported 25,200 tonnes, down 2.05 per cent month-on-month, accounting for 8.75 per cent of...
Malaysia’s rare earths balancing act: Raw exports or a homegrown processing industry?
Malaysia has opened a limited route for raw rare earths exports while pursuing a broader ambition to develop domestic processing capabilities, highlighting the challenge of attracting international investment without giving up opportunities to create more value locally. The country has approved its first application to export unprocessed rare earths under a revised regulatory framework, with the shipment authorised for research and development purposes. Malaysia’s Department of Mineral and Geoscience granted the approval, according to the Ministry of Natural Resources and Environmental Sustainability, which confirmed the decision in response to a Bloomberg query. The ministry did not identify the applicant or disclose further details. The approval follows new guidelines issued earlier in...
$3.7B Kurri Kurri Data Centre to transform former aluminium smelter site with 550.5 MW power demand
A proposed AUD 3.7 billion data centre at the former Hydro Aluminium Kurri Kurri industrial site in New South Wales, Australia, could repurpose a major industrial property for digital infrastructure, with an estimated peak construction workforce of 1,210 people and around 254 ongoing jobs. The Kurri Kurri Data Centre project, proposed at Hart Road, Loxford, is seeking approval for the fit-out and operation of a large-scale data storage facility with a planned power consumption of 550.5 megawatts (MW). The development application, listed as a State Significant Development under reference SSD-128819490, is currently at the public exhibition stage. The proposal highlights how former aluminium industry sites could find new uses as demand for data storage and computing infrastructure expands....
FMO, AXIAN and Africa Via advance €55.5m solar project in Côte d’Ivoire
Dutch development bank FMO has signed a financing agreement with Kong Solaire SAS for the development of a 50 MWp solar power plant near Kong in northern Côte d’Ivoire. FMO will provide up to EUR 55.5 million (USD 62 million) in long-term financing with a 20-year tenor, covering the project’s entire long-term financing requirement. The project company is owned by Africa Via, AXIAN and the Private Infrastructure Development Group (PIDG) through its project development solution, InfraCo. The financing structure has been adapted to reflect the specific conditions of emerging markets in West Africa. Benjamin Memmi, CEO of AXIAN Group’s Energy division, said, “ With an installed capacity of 50 MWp, the project will help diversify the national energy mix and meet growing electricity demand with...
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