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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Shinsho and Taguchi team up on low-carbon aluminium recycling
Shinsho Corporation and Taguchi Metals are concentrating on recycling aluminium into high-quality wrought alloys, due to increased demand for low-carbon materials. These two companies formed a partnership to build a supply chain for recycled aluminium. The aim is to supply manufacturers that need...
Aluminium tariffs, Middle East disruption and shifting trade ties put aluminium downstream and end-use sectors under pressure
As trade talks slowly progress amidst a backdrop of tariffs and changing alliances, Canada’s cautious approach is catching the eye of those involved in North American supply chains. With aluminium still a major sticking point, the latest hints from policymakers suggest there are more complex...
EC launches expiry review of AD measures on Chinese aluminium extrusions
European Aluminium, an association representing the aluminium sector in Europe, submitted its review request in December last year, after the EC issued a notice in July 2025, announcing the upcoming expiry of AD duties ranging from 21.2 per cent to 32.1 per cent on Chinese aluminium extrusions....
Guinea bauxite policy uncertainty and Hormuz disruption reshape alumina trade flows
One of the major events, “Fastmarkets Bauxite and Alumina 2026," took place from March 23 to 25, 2026, in Miami, USA. The event brought together senior leaders from the global bauxite and alumina value chain. The main aim of the event was to address the commercial issues that will shape the...
Worsening supply concerns and gradual demand recovery stabilised the geopolitical premium and the centre of aluminium prices
Futures: In the night session on April 2, the SHFE aluminium 2605 contract opened at RMB 24,545 per tonne, hit an intraday high of RMB 24,795 per tonne and a low of RMB 24,500 per tonne, and finally closed at RMB 24,710 per tonne, down RMB 10 per tonne from the previous close, or 0.04 per cent....
Mr White’s gin adopts recycled aluminium bottles to target sustainable travel retail
Celebrity chef Marco Pierre White is all set to launch his auspicious brand in 100 per cent recycled aluminium bottles. His brand, Mr White’s Gin , will use post-consumer recycled aluminium as a sustainable choice to aim at capturing the global travel retail market. Marco developed this gin with...
From copper oversupply to aluminium crisis: Middle East conflict reshapes metals market
What began as an overall surge in the metals market towards the beginning of the year has quickly turned far more uneven, as the ongoing Middle East conflict enters its fifth week. While early market sentiment was dominated by fears of a copper crisis, the unfolding reality focuses on a different...
India pushes recycling-led strategy for critical minerals security, says Kishan Reddy
India’s Union Minister for Coal and Mines, G. Kishan Reddy, has emphasised the importance of recycling for attaining self-reliance in the critical minerals sector. He urged the creation of a strategic approach for sustainable resource management during his recent visit to LOHUM Research and...
Century Aluminum valuation surges after US smelter JV, restart push and earnings strength
Whilst the global aluminium industry faces the ongoing supply shocks and the move by companies, one firm comes under the spotlight. Century Aluminum, a global metal and mining company focusing on bauxite, alumina and aluminium, shares price valuation are being checked, especially after the Oklahoma...
LME aluminium offer prices fall 2.2% to $3,505/t as stocks slip 0.62% amid market weakness
Aluminium prices on the London Metal Exchange (LME) declined across the curve on April 2, reflecting a broad-based softening compared to the previous session. The LME aluminium cash bid price fell to USD 3,504.5 per tonne on April 2 from USD 3,583 per tonne on April 1, marking a decline of 2.19 per...
Indonesia’s bauxite supply may fall short as aluminium and alumina capacity expand
Indonesia’s bauxite, alumina and aluminium sectors are growing, but there are gaps between mining, refining and smelting. The United States Geological Survey data of 2026 shows Indonesia’s alumina production at about 1.2 million tonnes in 2024, rising to 1.5 million tonnes in 2025. Bauxite...
GM halts EV output as aluminium-intensive models face demand slowdown
General Motors has temporarily halted production of several electric vehicles and laid off 1,300 workers at its Factory Zero plant in Michigan as demand for EVs, which are primarily made of an aluminium unibody, slows down due to market volatility. The EV market has been facing losses in billions...
US to roll out tiered tariffs on aluminium and steel a year after Trump’s ‘Liberation Day’ duties
The US is preparing to introduce a tiered tariff structure on steel and aluminium, marking one year since President Donald Trump’s “Liberation Day” tariffs reshaped global trade flows. According to reports, the administration plans to retain 50 per cent tariffs on a wide range of products, with...
Ireland reviews alumina supply chain after Aughinish plant linked to Russian aluminium flows
Ireland’s Taoiseach Micheál Martin has expressed concern over reports that alumina produced at the Aughinish plant in Co Limerick may be entering supply chains connected to Russian aluminium production. An investigation by The Irish Times, conducted with the Organised Crime and Corruption Reporting...
Canada is not worried about slow trade talks: aluminium tariffs and China deal seen as no risk to USMCA
Trade talks between Canada and the United States are slow. Still, Canadian Trade Minister Dominic LeBlanc said this is not a concern ahead of the review of the United States-Mexico-Canada Agreement (USMCA) this summer, despite US tariffs on Canadian goods, including aluminium and Canada’s January...
Aluminum crunch sparks 11% rally in Constellium
Constellium SE (NYSE:CSTM) posted a positive performance on Wednesday, with its share price climbing 11.15 per cent to close at USD 27.32 per piece, as investors increased exposure to aluminium stocks. This move was driven by expectations of a potential supply shortage following an attack on two...
Market surplus lets alumina price on LME hardly cross $315/t when aluminium soars past $3500/t
At a time when aluminium prices are climbing sharply, alumina - the very raw material that feeds it - is barely moving. This unusual split raises a simple question: why is the input material weakening while the output strengthens? The answer lies in a mix of supply, expansion, demand shifts, and...
Bioenergy in India’s aluminium sector: Scale potential meets a 3-million-tonne reality
India reports abundant bioresources and rapidly growing biofuel markets. Modern bioenergy from biomass, biogas and biofuels already supplies about 13 per cent of India’s total final energy. It is expanding fast, with the International Energy Agency (IEA) projecting bioenergy use to rise by roughly...
