
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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Tredegar posts robust Q4 growth as FY2025 net income reaches $33.5m
Tredegar Corporation reported a significant improvement in its financial performance during the fourth quarter Q4) that ended on December 31 and full year of 2025. The report combined performances of the company’s two segments of Aluminum Extrusions and High Performance Films. This was supported...

China's aluminium scrap prices surge again on bullish sentiment
On March 9, for example, the average price for domestically-generated #6063 aluminium scrap in South China's Guangdong province had jumped by 5.9 Per Cent from the end of February to reach RMB 19,750 per tonne (USD 2,872 per tonne), the highest since January 2023, according to Mysteel's assessment....

Novelis wins award for 100 per cent recycled end-of-life vehicle scrap product
Novelis Inc., a leading sustainable aluminium solutions provider and the world leader in aluminium rolling and recycling, has been honoured with the Münchner Management Kolloquium (MMK) Award of Excellence 2026 for its aluminium sheet made with 100 per cent end-of-life vehicle scrap, specifically...

Aluminium wire trade report: 10 leading exporters in the global market
Global aluminium wire exports continued to show resilience in 2025 (as of data collected till October), reinforced by increasing demand from the power transmission, renewable energy, automotive and construction sectors. Aluminium wire remains widely used in electrical infrastructure due to its high...

Rio Tinto raises aluminium shipment premiums to $350/t for Japan
Rio Tinto increased its aluminium premium offer to Japanese buyers to USD 350 per tonne for primary aluminium shipments for April to June (second quarter of the calendar year). This is 79 per cent higher than the current quarter. The increase reflects concerns about the conflict in the Middle East,...

Middle East supply shock prompts Mercuria to cancel warrants for nearly 100,000 tonnes of LME aluminium
Owing to the rising geopolitical tension, leading to the temporary closure of the Strait of Hormuz, halting Middle East shipments, tightening supplies in Europe and the US, Mercuria, a commodity trader, is planning to pull out a large volume of aluminium from the London Metal Exchange (LME)...

ASI certifies Nikkei MC Aluminium America, Inc. against Performance Standard V3.1
Nikkei MC Aluminium America, Inc. (NMAA) has achieved ASI Performance Standard V3.1 (2023) for secondary aluminium manufacturing and associated supply chain activities at its facility located in Columbus, Indiana, including the recycling of aluminium scrap and the supply of aluminium alloys to the...

The Middle East situation remained at a stalemate, and aluminium prices held up well in volatile trading
Futures: The night session on March 11 closed at RMB 25,315 per tonne, up 0.68 per cent, extending its strength. Prices held above all moving averages, with MA5 (25,015) and MA10 (24,689) in a bullish alignment, keeping the medium-term uptrend intact. The MACD indicator showed DIF (349.81) and DEA...

LME aluminium cash offer rises 1.90% to $3,467/t amid a drop in LME inventories
LME aluminium prices moved higher on March 11 compared with March 10, while exchange inventories recorded a slight decline. On March 11, the LME aluminium cash bid price stood at USD 3,465 per tonne, up from USD 3,402 per tonne on March 10, marking an increase of USD 63 or 1.85 per cent. The cash...

LME aluminium stocks plunge as shortage fears mount
The ongoing Middle East conflict has led to 40 per cent of London Metal Exchange (LME) aluminium inventories being cancelled or marked for delivery. Several industry sources stated that the cancellations are linked to supply disruptions caused by the closure of the Strait of Hormuz. Explore- Most...

Venezuela moves forward with new mining bill to boost critical mineral supply chain
Venezuela’s National Assembly has initially approved a new mining bill aimed at attracting foreign investment by reforming the country’s mining sector. It is said to be moving at “Trump speed”, meaning rapid policy changes to revive the mining sector after years of stagnation. The main objective of...

Arconic completes $175 million Davenport casthouse expansion, capacity boost ahead
The USD 175 million casthouse expansion by Arconic Davenport Works has been officially completed. The firm, which is based in Pittsburgh, Pennsylvania, specialises in providing aluminium sheet, plate and extrusions, along with cutting-edge architectural products. These products are catered to...

As EU import bans loom large, Russia plans to redirect LNG supplies to Asia from Europe
Anticipating the European Union’s (EU) upcoming restrictions on Russian gas imports and aided by President Vladimir Putin, Russia is preparing to redirect part of its liquefied natural gas (LNG) shipments currently supplied to Europe to alternative global markets. The push is aligned with Moscow...

3-month raw material disruption in GCC may lead to a 1–1.25 MT shortage in primary aluminium production - here’s how
The Middle East’s rise as a global aluminium powerhouse has largely been driven by the Gulf Cooperation Council (GCC). Large, energy-efficient smelters across the region have enabled steady production growth and helped the Middle East secure a stronger foothold in the global aluminium market....
Middle East conflict: Barring India’s crude oil import, fuelling food crisis and aluminium shortage?
The Middle East conflict involving the US-Israel and Iran is to disrupt global trade flows and hamper India’s energy security and supply chains, according to the government body of Associated Chambers of Commerce and Industry of India (ASSOCHAM). Closure of the maritime corridor of the Strait of...

Secondary aluminium operating rate plunged in february march recovery was set to rebound significantly
Survey data on the operating rates of secondary aluminium alloy enterprises by region and by scale in February 2026. According to the SMM survey, the operating rate of secondary aluminium producers in February 2026 fell by 18.1 percentage points M-o-M from January to 23.2 per cent, down 9.4...

Japan auto-parts makers eye aluminium from Russia’s RUSAL amidst Middle East crisis
Aluminium supply chain crisis due to the geo-political conflict in the Middle East has turned Japanese auto-parts manufacturers to Russia's Rusal. Reports from various sources suggest that Japanese auto-parts manufacturers are even in talks with Rusal for over a week now to secure primary foundry...

China Hongqiao Group shares surged by 585% amid rising aluminium prices and growing demand
China Hongqiao Group, one of the world’s largest aluminium producers, has seen its market value rise significantly since 2019. The company’s shares have surged by about 585 per cent since Zhang took control of the business that year. The company supplies aluminium to several major Chinese...

