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...
Vedanta's ₹210b metals push targets India's EV and critical minerals demand
Vedanta is expanding aluminium, copper and other metals capacity as electric mobility and India's demand for critical minerals reshape the domestic materials market. Vedanta Group is putting INR 210 billion (USD 2.21 billion) into metals production and capacity through FY2026, building a broader...
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Vietnam-China partnership aimed to solidify cross-border aluminium value chain
China’s Yunnan Province and Vietnam are joining in an economic collaboration, opening avenues for building an integrated, cross-border aluminium industrial chain. Anchored in the Red River basin’s 7+8 cooperation mechanism, the partnership is increasingly shifting from conventional trade to...
ROLEC rolls out diecast aluminium enclosures as defence electronics demand intensifies
ROLEC, a leading manufacturer of industrial enclosures in aluminium and plastic, after studying the growing demand for sturdy, environmentally sealed housing solutions, has announced the latest line of diecast aluminium enclosures. These aluminium enclosures are designed specifically for use in...
US alumina imports jump 32% in 2025 as Jamaica’s exports double
In 2025, the US alumina story begins with rising imports-but it quickly reveals a system under strain. US alumina imports surged to 1.77 million tonnes in 2025, up 32 per cent from 1.34 million tonnes in 2024, reversing a marginal 1 per cent dip from 1.36 million tonnes in 2023. It reads like a...
Golkonda Aluminium files Q4FY26 compliance certificate with BSE
Golkonda Aluminium Extrusions Limited has submitted its quarterly compliance certificate to the BSE for the quarter ending on March 31, 2026, as required by SEBI’s Depositories and Participants Regulations. For the global aluminium value-chain 2026 outlook, book our exclusive report “Global...
LME aluminium hits 4-year high with cash offer price up 4% amid Hormuz blockade fear
The London Metal Exchange (LME) aluminium price on April 13 saw the highest price in the last four years. The surge came after the US military said it would be imposing a blockade of the Strait of Hormuz, which is deemed to be the key port for shipping out metals from the Middle East. Given that...
SHFE and LME aluminium indicators turned comprehensively stronger, and geopolitical risks dominated the short-term market
Futures: SHFE aluminium closed at RMB 25,020 per tonne in the night session, up 1.36 per cent. Prices stood above all moving averages (MA5=24,742, MA10=24,726, MA40=24,407, MA60=24,375), with the moving average system in a bullish oscillating alignment. The MACD indicator DIF (125.21) and DEA (84)...
China’s Henan Zhongfu plans $2B aluminium plant in Egypt’s SCZone
Henan Zhongfu Industrial is planning to invest about USD 2 billion to build an aluminium production plant in Egypt, according to an official statement. The plan was discussed during a meeting in Cairo between company chairman Cui Hongsong and Prime Minister Mostafa Madbouly. Officials from the Suez...
LME volumes surge over 25% Y-o-Y in Q1 2026, driven by aluminium trading
Trading activity on the London Metal Exchange spiked up heavily in the first quarter of 2026, with volumes hitting record levels across key metals like aluminium. The exchange reported that overall average daily volume rose by more than 25 per cent year-on-year, marking its strongest quarter on...
Britons push for government action as UK aluminium recycling loses ground
A majority of people in the UK want the government to step in and support aluminium recycling, with concerns growing that too much of the material is being lost instead of reused domestically. A poll commissioned by Alupro and carried out by Yonder Consulting surveyed around 2,000 adults and found...
India's power equipment sector enters growth cycle on renewable push
India’s power equipment sector is moving into a multi-year growth phase, driven largely by the country’s expanding renewable energy pipeline and rising investments in transmission infrastructure, according to a report by JPMorgan Chase. The report points out that manufacturers of high-voltage (HV)...
China builds a green energy backbone across industry, AI and fuels
China has become a major driver of renewable energy growth after years of investment and new technology. Even as global oil markets face uncertainty, the country’s green energy sector continues to expand. Renewable energy is no longer just a backup. It is now being used as a main power source in...
Bicycle and E-Bike market shielded from US metals tariffs
A significant policy shift in the United States has spared the cycling sector from potentially severe financial strain, following coordinated efforts across the industry. Concerns had been mounting over the possibility of a 50 per cent tariff being imposed on the steel and aluminium components used...
Vedanta Aluminium brings humanoid to the shop floor in BALCO, accelerating industry 4.0
Bharat Aluminium Company Limited (BALCO), India’s iconic aluminium producer and a unit of Vedanta Aluminium, has deployed ALAISA (Aluminium AI Support Agent) , a first-of-its-kind humanoid, AI-powered assistant designed to enhance shop-floor capability, operational efficiency, and industrial safety...
EGA announces force majeure on aluminium deliveries as operations halt at world’s largest smelter
The top aluminium producer of the Middle East, Emirates Global Aluminium (EGA), has invoked force majeure clauses for the partial suspension of deliveries due to the damage sustained by its Al Taweelah smelter in the United Arab Emirates (UAE) from the Iranian drone and missile attacks . Explore-...
Ather trims aluminium use as cost surge tests EV margins
Ather Energy, a premier Indian electric two-wheeler manufacturer, has announced that it is pivoting its engineering approach to tackle the rising raw material costs. The firm aims to cut down on aluminium usage to protect itself from shrinking profit margins. As per the industry reports, from April...
CME clears first Hong Kong aluminium storage, tightening grip on Asia aluminium trade
The Asian aluminium industry continues to expand as the approval for the first base metal storage facility in Hong Kong has been granted by the Chicago Mercantile Exchange (CME) Group, the US commodities exchange operator. This aims towards expanding the warehousing footprint in Asia. On Friday, in...
Geopolitical support remained solid, and aluminium prices fluctuated at highs
Futures: SHFE aluminium closed at RMB 24,705 per tonne in the night session, up 0.32 per cent. The price stood above all moving averages (MA5=24,653, MA10=24,691, MA40=24,366, MA60=24,365), with the moving average system in a bullish oscillating alignment. The MACD indicator DIF (93.1) and DEA...
LME cash offer hits $3,526/t as live & cancelled warrant collapse triggers supply shock
The London Metal Exchange (LME) aluminium price, on April 10, saw a rise after it had an easing trend on April 9, where the forward-dated contracts also rose from the previous close. At the inventory, the opening stock declined, but a further sharp decline has been seen in the live warrants and...
