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AL Circle Private Limited | CIN: U72200WB2017PTC221175

Registered Office: Ecospace Business Park, Block 3A, Unit 401A, New Town, Rajarhat, Kolkata, WB 700160

Corporate Office: Ecospace Business Park, Block 3A, Unit 401A, New Town, Rajarhat, Kolkata, WB 700160

© 2026 AL Circle. All rights reserved. AL Circle is not responsible for content from external sources.

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September peak season destocking supports aluminium prices, macro risks still warrant vigilance
09 SEPT 20268MINS
Primary AL

September peak season destocking supports aluminium prices, macro risks still warrant vigilance

Futures: The most-traded SHFE aluminium contract opened at RMB 24,470 per tonne in the night session on September 8, reached a high of RMB 24,660 per tonne and a low of RMB 24,420 per tonne, and closed at RMB 24,645 per tonne, up RMB 185 per tonne or 0.76 per cent from the previous close. Futures...

China aluminium exports jump 17.2% Y-o-Y in August as overseas shipments remain strong
08 SEPT 20262MINS
Primary AL

China aluminium exports jump 17.2% Y-o-Y in August as overseas shipments remain strong

China exported 626,000 tonnes of unwrought aluminium and aluminium products in August, with shipments up 17.2 per cent year on year despite a 2.6 per cent monthly decline. China's aluminium exports remained firmly above year-earlier levels in August, highlighting continued strength in overseas...

08 SEPT 20269MINS
Downstream

Aluminium extrusion 2035 demand nears 44.22Mt: Industry experts decode next decade drivers

Global aluminium extrusion demand is entering a phase with consumption projected to rise from 35.25 million tonnes in 2025 to 35.93 million tonnes in 2026 and 44.22 million tonnes by 2035, representing a 2.29 per cent CAGR. While building and construction will remain the largest end-use sector and...


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Weekly: Rising supply, inventories weigh on Chinese alumina prices
26 MAY 20262MINS

Weekly: Rising supply, inventories weigh on Chinese alumina prices

Domestic alumina output remained largely steady over the period, with production resumptions largely offsetting maintenance-related halts. According to Mysteel's survey, total metallurgical-grade alumina output from the 44 tracked refiners reached 1.79 million tonnes over May 15-21, marking a 0.2...

Central Asia’s aluminium map: One integrated chain, one smelter in search of feedstock and a $12.6B Chinese bet
26 MAY 20265MINS

Central Asia’s aluminium map: One integrated chain, one smelter in search of feedstock and a $12.6B Chinese bet

Kazakhstan: The chain that works, and plans to grow Kazakhstan's aluminium industry is essentially the story of one company in one city. Eurasian Resources Group, in which the Kazakhstani government holds a 40 per cent stake, operates an integrated cluster in Pavlodar that spans from mine to...

DAILY: Chinese spot alumina prices hold firm, futures lose steam
25 MAY 20262MINS

DAILY: Chinese spot alumina prices hold firm, futures lose steam

The national average price assessed by Mysteel for smelter-grade alumina with a minimum purity of 98.6 per cent was unchanged from the previous day at RMB 2,700 per tonne (USD 398 per tonne) last Friday. Across China's key alumina-producing regions, prices were also stable. Assessed prices for the...

Aluminium foil exports down 6% Y-o-Y in April; Full year export recovery remains in question
25 MAY 20263MINS

Aluminium foil exports down 6% Y-o-Y in April; Full year export recovery remains in question

According to customs data, China's total aluminium foil exports (tariff codes 76071110, 76071120, 76071190, 76071900, 76072000) reached 114,400 tonnes in April 2026, up 10.5 per cent M-o-M but down 6.2 per cent Y-o-Y. Trade mode: In April 2026, China's aluminium foil exports via processing trade...

From mines to markets: How geopolitics and raw material pressures are transforming aluminium supply chains
24 MAY 20266MINS

From mines to markets: How geopolitics and raw material pressures are transforming aluminium supply chains

The global aluminium industry is entering a phase where the biggest concern is no longer just building more smelters or expanding downstream demand. Across Asia, Europe, the Middle East and the Americas, the focus is increasingly shifting toward securing stable supplies of bauxite and alumina as...

Aluminium billet inventory dropped another 28,500t within the week, processing fees showed a "south strong, east weak" pattern
24 MAY 20262MINS

Aluminium billet inventory dropped another 28,500t within the week, processing fees showed a "south strong, east weak" pattern

According to SMM statistics, as of May 21, aluminium billet inventory across major consumption regions in China totalled 205,500 tonnes, down 28,500 tonnes W-o-W (Thursday), with destocking accelerating. Warehouse withdrawals totalled 55,700 tonnes during May 12-18, an increase of 14,200 tonnes...

India rejects China’s move for WTO dispute panel on solar sector support measures
23 MAY 20262MINS

India rejects China’s move for WTO dispute panel on solar sector support measures

India has blocked China’s first request at the World Trade Organization (WTO) to establish a dispute panel over India’s support measures for solar cells, solar modules and information technology sectors. China had requested the formation of a dispute settlement panel earlier this month after...

Aluminium scrap and alloy imports dropped sharply in tandem, alloy exports hit single-month record high
23 MAY 20265MINS

Aluminium scrap and alloy imports dropped sharply in tandem, alloy exports hit single-month record high

Futures: The most-traded aluminium alloy contract AD2607 closed at RMB 23,115 per tonne overnight, up RMB 35 from the previous trading day, a gain of 0.15 per cent. Trading volume was 2,299 lots, open interest was 15,130 lots, down 15 lots slightly, indicating relatively small divergence in capital...

Middle East crisis jolts aluminium downstream trade; end-use sectors grapple with supply crunch
23 MAY 20268MINS

Middle East crisis jolts aluminium downstream trade; end-use sectors grapple with supply crunch

The global aluminium downstream sector is witnessing a sharp realignment as Middle East supply disruptions, uneven corporate earnings, expansion investments and changing trade flows reshape market dynamics. While producers navigate rising aluminium prices , shipment costs and operational setbacks,...

GACC: China's Jan-Apr bauxite imports rise 15% Y-o-Y despite Apr drop
22 MAY 20262MINS

GACC: China's Jan-Apr bauxite imports rise 15% Y-o-Y despite Apr drop

Despite April's decline, total imports over January-April rose by 15 per cent on year to 77.68 million tonnes, the GACC data showed. On the demand side, consumption of imported bauxite by the 44 Chinese alumina refiners tracked by Mysteel reached 55.28 million tonnes during the four-month period,...

US rare earth deal ignites rally as west strives for a China-free supply
21 MAY 20263MINS

US rare earth deal ignites rally as west strives for a China-free supply

New York-based Critical Metals Corp witnessed a sharp market rally on Thursday after securing a long-term rare earth supply agreement with REalloys, reinforcing Western efforts to build an alternative supply chain free from dependence on China. Interestingly, the announcement of a binding 15-year...

GACC: China's April alumina imports hit over 11-year high
21 MAY 20263MINS

GACC: China's April alumina imports hit over 11-year high

The April volume jumped by 80.3 per cent from March and surged sharply by 5,598.8 per cent from Just 10,705 tonnes recorded the same month a year earlier, the GACC data showed. Over the first four months of this year, China's total alumina imports reached 1.4 million tonnes, up 1,297.5 per cent...

China’s April unwrought aluminium alloy exports soar, imports slump – core drivers & May outlook
21 MAY 20264MINS

China’s April unwrought aluminium alloy exports soar, imports slump – core drivers & May outlook

Today, the General Administration of Customs released import and export data for April 2026. Customs data showed: Imports of unwrought aluminium alloy in April 2026 were 73,500 tonnes, down 15.4 per cent YoY and down 12.9 per cent M-o-M. Cumulative imports from January to April 2026 were 313,900...

Tightening liquidity expectations strengthen, aluminium prices under pressure with short-term volatility
21 MAY 20265MINS

Tightening liquidity expectations strengthen, aluminium prices under pressure with short-term volatility

Futures: SHFE aluminium closed at RMB 24,510 per tonne yesterday, up 0.35 per cent. The price stood above MA5 (24,423) but remained suppressed by MA10 (24,520), MA30 (24,603.83), and MA60 (24,619.33), with the short-term moving average bearish alignment not yet reversed. MACD indicator DIF =...

From primary to processed: Has Gulf tax gap sent China’s aluminium wire export soaring?
21 MAY 20263MINS

From primary to processed: Has Gulf tax gap sent China’s aluminium wire export soaring?

Surging aluminium prices driven by the Middle East conflict, fuelled by a tax gap across the Strait of Hormuz, have prompted Chinese producers and traders to ramp up supply of aluminium in processed or semi-fabricated form rather than as ingots. Consequently, China’s aluminium stranded wire exports...

Weekly: China's alumina supply rises, pressuring prices
20 MAY 20262MINS

Weekly: China's alumina supply rises, pressuring prices

Alumina availability in the spot market increased over the week, bolstered by higher domestic production and steady inflows of imported alumina, according to market watchers. Domestic alumina production increased further last week, on the back of newly commissioned and resumed capacity. Over May...

Renewed threat of US-Iran war, aluminium prices fluctuate at highs
20 MAY 20265MINS

Renewed threat of US-Iran war, aluminium prices fluctuate at highs

Futures: SHFE aluminium closed at RMB 24,445 per tonne, edging up 0.20 per cent. The price was above MA30 (24,351.47) but remained under pressure from MA5 (24,540), MA10 (24,504.5), and MA60 (24,607.17), with the short-term moving averages still in bearish alignment. The MACD indicator showed DIF =...

China offers limited rare earth relief as US supply concerns persist
19 MAY 20263MINS

China offers limited rare earth relief as US supply concerns persist

The White House said China has agreed to address US concerns over shortages of rare earths and critical minerals following last week’s leaders’ summit in Beijing, although existing Chinese export controls are expected to remain in place. Washington did not call for the removal of restrictions that...

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