
AL Circle Analysis: Rising bauxite supply, India’s alumina surplus and US policy reshape the aluminium industry
The bauxite and alumina industry has been busy repositioning itself on several fronts. Companies are expanding mining and smelting capacity, exploring new resource regions and moving towards higher-value products, while governments are stepping in to protect strategically important alumina assets....
GM invests $40m in US aluminium casting operations for truck, SUV transmissions
Explore how GM is expanding aluminium casting capacity in Indiana to support 10-speed transmissions and strengthen its US manufacturing footprint. General Motors is investing more than USD 40 million in its Bedford Casting Operations in Indiana, expanding aluminium casting capacity to support...
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AL Circle x Edgardo Gelsomino from Wood Mackenzie: “I am afraid aluminium supply in the coming years is not going to get greener”
Edgardo Gelsomino has been a Subject Matter Expert in aluminium at Wood Mackenzie since 2010. Before joining Wood Mackenzie, Edgardo worked for an aluminium producer other leading London-based research and consulting firms. His work has spanned the entire aluminium value chain, including carbon...

Lotte Aluminium awards FAC to AMOVA for new high-bay warehouse for aluminum coils in Elizabethtown
The new high-bay warehouse at Lotte Aluminium can accommodate 500 coils or up to 6,000 tons of load capacity. Two stacker cranes in one aisle, integrated coil transport systems, and a range of automation solutions reduce handling by 30 to 60 per cent and ensure direct access to every product. The...

India: Imported and domestic aluminium scrap prices rise w-o-w amid tightening LME supply
India's imported aluminium scrap prices saw an uptrend week-on-week in the week ended 9 December, following an increase in prices on the London Metal Exchange (LME). BigMint assessed UAE-origin Tense (8-9 per cent) at USD 1,930 per tonne, up by USD 5 per tonne w-o-w, while US-origin Tense (6-7 per...

UK’s midstream with Metalysis entering high-grade aluminium-scandium alloy production
Metalysis has begun producing high-purity aluminium scandium alloy powder (Al₃Sc), which defines a significant step for Western manufacturers seeking secure alternatives to Chinese-controlled supplies of rare earth elements and critical minerals. Metalysis, spanning across the extended regions of...

Futures aluminium prices retreat, spot aluminium trading sentiment recovers
SHFE aluminium December contract fluctuated upward in the morning session, but the absolute price pulled back compared with the previous trading day. Market transaction sentiment recovered in East China, with downstream maintaining just-in-time procurement, while traders actively made purchases....

LME aluminium cash offer falls 1.24% as opening stocks slip to 523,300t
LME aluminium prices weakened on December 9 across the cash, 3-month and December 26 contracts, even as exchange inventories moved lower. The LME aluminium cash bid price slipped to USD 2,831.5 per tonne on December 9 from USD 2,867 per tonne the previous day, a decline of 1.24 per cent. The cash...

Alupro sustainability manager to help DEFRA prepare for DRS
Martin Hyde, sustainability and public affairs manager at Alupro, will soon embark on a 12-month secondment with DEFRA. The move will see him temporarily take up the role of Industry Liaison for the pending Deposit Return Scheme (DRS) for drinks containers. Beginning in January, Hyde will...

Serbia approves national tax for carbon emitters including aluminium from 2026
Serbia is preparing for a significant policy shift at the start of next year, when new taxes on greenhouse gas emissions and imports of carbon-intensive goods take effect. Parliament has already approved both measures. Under the new rules, each tax is fixed at EUR 4 ( USD 4.66) for every tonne of...

UK aluminium squeezed by weak production, soaring demand, and high energy costs – What's the way forward? What UK Budget indicates?
The United Kingdom’s aluminium industry has two options ahead to survive - one is by remaining reliant on imported aluminium cast, rolled, extruded, or forged semi-fabricated products with little or no control over embedded carbon, and the other is by developing a domestic recycling-based supply...

Gallium faces growing pressure as aluminium production shifts to recycling
Gallium, indium and germanium are unusual metals and none of them come from mines of their own. They are recovered only in tiny amounts when other minerals are processed, which means their supply depends on decisions made in entirely different parts of the mining industry. In mining, the word...

LB Aluminium posts $5.34M net profit on strong segment gains, while revenue drops 9.33%
LB Aluminium Bhd turned in a much stronger set of results for the quarter ended Oct 31, 2025 (2QFY2026), with net profit rising sharply to RM 22.03 million (USD 5.34 million). A year earlier, the group earned RM7.64 million, making this almost a threefold increase driven by better showings from...

Strong macro expectations continue to provide support, and aluminium prices' high resilience faces a test
Futures: SHFE aluminium 2601 night session closed at RMB 22,120 per tonne, down 0.11per cent, fluctuating rangebound overall. MA5 (22,117) and MA10 (22,113.50) formed short-term support, with the price currently above the moving average system; however, MACD (DIF 2.1396, DEA 1.3982) red bars...

Bayer red mud: a tool to pave the path for a green cement future?
Scientific Reports recently published a research paper explaining that Bayer red mud (BRM) from the Shandong Xinfa Group can be used as a partial replacement for cement in concrete. The market performance and environmental implications are positive, but the results of long-term implementations are...

SUS launches t2-01 aluminium unit house based on the 4R architecture
SUS Corporation, a leading producer of aluminium profiles in Japan, have recently launched the t2-01 aluminium unit house. This is a new type of 4R architecture that uses sustainability norms within its manufacturing protocol. The four “R” of 4R stands for - Reduce, Reuse, Recycle and Remain. The...

Pentagon supports ElementUSA to loosen China’s monopoly on critical minerals
The US Department of Defence has reportedly directed USD 29.9 million to ElementUSA for establishing a demonstration facility aimed at producing gallium and scandium on American soil, with a strong focus on leveraging alumina refining. The goal of the project is to ramp up domestic production of...

Imported aluminium duty weighs heavily on Telangana fabricators
Telangana’s aluminium manufacturers are facing a pocket pinch following the continuous price rise of the primary metal. For many small and mid-sized units, particularly the ones in secondary production and fabrication, the price jumps have become difficult to absorb. The 7.5 per cent duty on...

Multiple constraints in play: Secondary aluminium alloy operating rate to slide in December
According to SMM survey statistics, the operating rate of the secondary aluminium industry in November 2025 rose 2.3 percentage points M-o-M to 46.3per cent, up 2.7 percentage points Y-o-Y. The drivers for the increase in the operating rate in November included: 1. Seasonal production recovery: The...

LME aluminium cash offer rises to $2,867.5/t as opening stocks fall 0.47% to 525,800t
LME aluminium prices posted marginal gains on December 8 across cash, 3-month and December 26 contracts, even as exchange inventories continued their downward trend. The LME aluminium cash bid rose to USD 2,867 per tonne, up USD 2.5 or 0.09 per cent from USD 2,864.5 on December 7. The cash offer...

