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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Impact Minerals raises $1.37M to advance HPA and fertiliser opportunities in Australia
Impact Minerals Limited has raised about AUD 2 million (USD 1.37 million) from existing and new investors to advance its high-purity alumina plans and support ongoing project development amid market volatility. It is also progressing its Lake Hope HPA project towards feasibility in collaboration...
The $4,000 price tag forecast: Iran’s blow to the global aluminium value chain
The kinetic targeting of primary aluminium production facilities in the United Arab Emirates and Bahrain on March 28 2026 represents a seminal shift in the intersection of regional conflict and global commodity security. For decades, the Gulf Cooperation Council (GCC) nations have leveraged their...
Hammerer Aluminium Industries invests in Aluminij to strengthen European aluminium supply
From left to right: Rob van Gils, CEO of the HAI Group, and Amir Kabiri, CEO of Aluminij Industries (Image source: Aluminij Industries & HAI) Hammerer Aluminium Industries has acquired a stake in Aluminij Industries, in a strategic move to strengthen its footprint in Europe’s aluminium sector and...
Not aluminium, but Xiaomi has replaced the traditional way aluminium is processed in the SU7 and SU7 Ultra
Xiaomi has changed the way aluminium is processed and integrated in its SU7 and SU7 Ultra, without replacing the material itself. A viral video misleadingly claimed the opposite, stating Xiaomi has replaced aluminium with a new metal. For the global aluminium value-chain 2026 outlook, book our...
Nigeria signs $1.3B deal for an alumina refinery to curb Africa’s raw bauxite exports
Several African countries, including Nigeria, are increasing efforts to use their large bauxite reserves for industrial development. Governments and investors are shifting from exporting raw minerals to processing them within the country. In Nigeria, the government is planning to set up a large...
Ports of Indiana expands aluminium handling with new bonded facility at Mount Vernon
中文翻译附于新闻末尾，敬请继续阅读。 The Ports of Indiana have opened a new bonded storage facility at their Mount Vernon port along the Ohio River, expanding their capabilities and enabling their first aluminium shipment. According to Ports of Indiana, the facility was developed in around six weeks to meet urgent...
Malaysian aluminium product supplier to roll out $8M IPO to expand in semiconductor sector
AMS Advanced Material Bhd (AMSB) plans to expand in Malaysia’s semiconductor and electronics system integration (ESI) by raising RM32.77 million (USD 6.9 million) through an initial public offering (IPO) for its ACE Market listing on Bursa Malaysia scheduled for April 23, 2026. To know predictions...
Aluminium prices and Australian stocks soar as Middle East smelters take the hit
The week opened with global markets on a weak footing, as escalating geopolitical tensions in the Middle East affected investor sentiment, pushing commodity prices, including aluminium, even higher. By midday in Sydney, the S&P/ASX 200 dipped around 1.35 per cent, tracking losses seen across major...
EU duties on Chinese aluminium converter foil to expire in 2026
The EU-imposed definitive anti-dumping and countervailing duties ranging from 15.4 per cent to 28.5 per cent on products under CN code ex 7607 11 19 are expected to run until December 9, 2026. The EU duties on Chinese aluminium converter foil came into effect in December 2021, as an effort to...
Vedanta Aluminium onboards 7 specially-abled professionals at Jharsuguda, deepens DEI push
India’s largest aluminium producer, Vedanta Aluminium, is taking inclusivity to the next level by welcoming seven specially-abled professionals in its Jharsuguda mega aluminium plant. With this, the firm achieves another milestone towards diversity, equity and inclusion (DEI). Not only this, but...
Press Metal Aluminium hits record high as LME prices surge 6% on Iran strikes at EGA and Alba
As the London Metal Exchange (LME) aluminium prices soared up to 6 per cent from its previous bis closing at USD 3,290 per tonne on March 27 , Press Metal Aluminium Holdings Berhad, the largest integrated aluminium producer in Southeast Asia, saw its shares hit an all-time intraday high, reaching...
Significant contraction in global supply gives aluminium prices strong upward momentum
Futures: During the night session on March 27, the SHFE aluminium 2605 contract opened at RMB 23,815 per tonne, hit an intraday high of RMB 24,120 per tonne and a low of RMB 23,815 per tonne, and finally closed at RMB 24,085 per tonne, up RMB 150 per tonne from the previous close, or 0.63....
LME aluminium surges to $3,492/t from the previous day’s dip following Iran’s attack on EGA and Alba
On Friday, March 27, the London Metal Exchange (LME) aluminium price declined, but the December 27 contracts, after easing, adapted the rising trend. The LME inventory also widened from the previous close. However, considering the price update on March 30, the LME aluminium price rose significantly...
Iranian strikes hit EGA and Alba's aluminium smelters; workers injured, facilities damaged
中文翻译附于新闻末尾，敬请继续阅读。 The aluminium industry in West Asia has entered into a new volatile phase, with the direct attack on two major aluminium facilities in the United Arab Emirates and Bahrain as a result of the escalating US-Israel-Iran conflict. Reports confirm that Al Taweelah smelter of Emirates...
Middle East situation remained unclear; Aluminium prices were expected to fluctuate and adjust in the short term
Macro perspective: Macro news was mixed between bullish and bearish factors during the week. China side, on March 25, the central bank conducted a RMB 500 billion MLF operation with a one-year term, ensuring ample liquidity in China; the National Energy Administration released national power...
Japan Aluminium Association assesses US tariffs' impact on domestic market
The Japan Aluminium Association is looking into the possible impact of recent United States tariffs on Japan’s aluminium market. On March 12, 2026, the United States, under President Donald Trump, imposed a 25 per cent tariff on aluminium products under Section 232 of the Trade Expansion Act. For...
AMS Advanced Material limits aluminium price impact even during market volatility
AMS Advanced Material Bhd’s Managing Director Keh Teng Yang said rising aluminium prices have had a limited effect on the group’s profitability, supported by its contract-based business model as the company prepares for its ACE Market listing. The London Metal Exchange (LME) aluminium price has...
RoHS: The ban on lead in Europe confirms Eural Gnutti’s lead-free strategy
Eural Gnutti is fully prepared for the updated Directive 2011/65/EU , which from June 12, 2027, will limit lead content in aluminium alloys for machining to 0.1 per cent. Explore- Most accurate data to drive business decisions with Global ALuminium Industry Outlook 2026 across the value chain The...
