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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Vedanta Aluminium marks women’s day with ‘TarakkiKiTaiyaari’ campaign
On the run-up to International Women’s Day 2026, Vedanta Aluminium, India’s largest aluminium producer, has launched #TarakkiKiTaiyaari’ , a campaign underscoring that true national progress rests on inclusive participation . The initiative brings together thought leaders like Kiran Bedi and Padma...
Trimet Aluminium’s Essen foundry reaches 10 million tonnes aluminium casting milestone
A significant production landmark has been reached at the aluminium foundry operated by Trimet Aluminium in Essen, Germany. On March 5, the facility recorded the casting of its ten-millionth tonne of aluminium, marking a major achievement for the site since it first began operations in 1971. The...
Inventory turning point failed to materialise, aluminium billet market remained sluggish
According to SMM statistics, as of March 5, aluminium billet inventory in China’s major domestic consumption hubs totalled 398,000 tonnes. Inventory first increased and then declined, still hovering around 400,000 tonnes. Across the major consumption hubs, regional divergence persisted. Foshan...
Public input invited for cleanup as Alcoa continues demolition of Intalco aluminium smelter
Alcoa and the Washington State Department of Ecology are currently expecting public feedback on the cleanup of the Intalco aluminium smelter located in Ferndale, Washington. Alcoa has started demolishing the large smelter facility, marking the end of any possibility of restarting aluminium...
Strait of Hormuz closure also questions the viability of primary aluminium production in the Middle East and here's why
The closure of the Strait of Hormuz has been causing concerns for primary aluminium supply around the world. At the same time, it is also raising questions about the supply of raw materials to the Middle East, a region heavily dependent on imported primary aluminium raw materials, many of which...
Geopolitical news sees back-and-forth: Aluminium prices expected to fluctuate upward in the short term
SMM Morning Meeting Minutes: Futures: In the night session on March 5, the most-traded SHFE aluminium 2604 contract opened at RMB 24,640 per tonne, hit an intraday high of RMB 24,830 per tonne and a low of RMB 24,280 per tonne, and finally closed at RMB 24,435 per tonne, down RMB 380 per tonne from...
AMAG announces CEO transition as Helmut Kaufmann withdraws and Victor Breguncci enters
A Supervisory Board meeting of the primary aluminium, secondary aluminium and cast and rolled products manufacturer and supplier, AMAG Austria Metall AG, held on March 5, 2026, brought about the announcement of a leadership transition. AMAG confirmed that the current Chief Executive Officer (CEO),...
Hindalco shares surge nearly 7% as aluminium prices rise amid Middle East supply disruptions
Shares of Hindalco Industries rose sharply by about 7 per cent on Thursday, March 5, 2026. The rise occurred as global aluminium prices went up due to supply disruptions in the Middle East. Because of this increase, Hindalco became one of the best-performing stocks in the Nifty 50 and the Nifty...
The ripple effect of Hormuz block: A worry for the Middle East or global trade?
The escalating Iran-Israel conflict and growing uncertainty around the Strait of Hormuz are casting a shadow over the global supply chain. Aluminium markets were jolted after Aluminium Bahrain (Alba) declared force majeure on certain supply contracts, citing shipping disruptions through the Strait...
MYSTEEL: Middle East disruptions may lift China's alumina supply
Escalating geopolitical tensions in the Middle East since February 28 are likely to disrupt primary aluminium production there and cause additional alumina cargoes to be redirected to markets outside the region including China, according to Mysteel's recent analytical report on the commodity. The...
LME aluminium prices ease over 2% after reaching 4yr high from Strait of Hormuz tensions
March 5 saw an easing of the London Metal Exchange (LME) aluminium prices after hitting a 4-year high level at the previous close. Aluminium prices maintained a 3-day streak on the rising graph, which raised concerns in the industry. The ongoing geopolitical tensions in Iran led to the shutdown of...
Fire at Novelis’ Greensboro aluminium recycling plant; operations resume
On March 1, a Sunday afternoon, a call that shocked the leaders at Novelis, yet again. The call informed of another fire breakout at the firm's facility in Greensboro, Georgia, dedicated to aluminium recycling. According to the call made, Joe Bashore, the Greene County Fire Public Safety, Emergency...
India’s solar costs ease 11.4% in Q4 2025: What to expect in 2026 and how aluminium fits into the scene?
India’s renewable sector (focusing on solar this time) came to the end of 2025 with the highest-ever renewable energy expansion in India’s energy transition journey. Among all, solar installed capacity touched 132.85 GW as India added nearly 35 GW from January to November 2025, as compared to the...
Why did Argentina end anti-dumping duties on Chinese aluminium foils, while the decision on aluminium tubes remains pending?
Argentina and China are deepening their aluminium trade ties, highlighted by Argentina's February 2026 decision to eliminate a 28 per cent antidumping duty on Chinese aluminium foil, reversing trade barriers from 2020. The Argentine Ministry of Economy issued Resolution 172/2026 to end the review...
Targeted policy reform needed to unlock clean manufacturing opportunity
A new report by L.E.K. Consulting for the Australian Aluminium Council released today has found that while aluminium recycling offers one of the most effective pathways to lower-emissions manufacturing, significant economic, technical and policy barriers are preventing investment in domestic...
US primary aluminium market volatility - Production declining, imports trimming, while Strait of Hormuz closure adds to supply disruptions
The US primary aluminium market is navigating a challenging phase as domestic production declines and imports tighten under higher tariffs. With smelter output under pressure and external supply becoming less predictable, concerns around supply stability have intensified. Uncertainty surrounding...
EBRD fuels Egypt’s aluminium manufacturing with $15.9mln loan to Alumil Misr
Alumil Misr for Trade & Industry SAE, the Egyptian subsidiary of Alumil SA, will be receiving a loan of USD 15.88 million from the European Bank for Reconstruction and Development (EBRD). With this investment, Egypt’s aluminium production will be supported by constructing and installing a new...
DAILY: Chinese spot alumina prices inch higher, futures retreat
Mysteel's daily price assessment showed that the national average spot price for smelter-grade alumina with a purity above 98.6 per cent edged up by RMB 2 per tonne (USD 0.3 per tonne) from Tuesday to RMB 2,671 per tonne, including 13 per cent VAT on Wednesday. The uptick was chiefly supported by...
