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

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AL Circle: Aluminium Ecosystem App
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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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Aluminium extrusion 2035 demand nears 44.22Mt: Industry experts decode next decade drivers
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...

Guizhou Aluminum Plant's diesel anode transport vehicle passes inspection, ships to Kazakhstan
08 SEPT 20261MINS
SupplementAL

Guizhou Aluminum Plant's diesel anode transport vehicle passes inspection, ships to Kazakhstan

The diesel anode transport vehicle independently developed by Guizhou Aluminum Plant has successfully passed factory inspection and been officially loaded for shipment to Kazakhstan. The anode transport vehicle is a core specialised equipment for aluminium electrolysis production, facing harsh...

08 SEPT 20267MINS
Primary AL

Aluminium prices drift higher as September peak season operations recover amid low inventory

Futures: The most-traded SHFE aluminium contract opened at RMB 24,400 per tonne in the night session on September 7, reached a high of RMB 24,470 per tonne and a low of RMB 24,335 per tonne, and closed at RMB 24,450 per tonne, up 30 from the previous close, a gain of 0.12 per cent. Prices traded...


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Mild inflation pullback eases macro anxiety, production resumptions accelerate, and market sentiment turns around
16 AUG 20264MINS

Mild inflation pullback eases macro anxiety, production resumptions accelerate, and market sentiment turns around

Macro perspective The latest US inflation data were released. Data from the US Labour Department showed that the US July unadjusted CPI Y-o-Y growth rate slowed to 3.4 per cent, the core CPI YoY growth rate slowed to 2.5 per cent, seasonally adjusted CPI rose 0.1 per cent M-o-M, and core CPI rose...

AL Circle Analysis: China’s 64% output, Asia’s 8.47% CAGR mark aluminium extrusion’s growth race
15 AUG 20267MINS

AL Circle Analysis: China’s 64% output, Asia’s 8.47% CAGR mark aluminium extrusion’s growth race

The global aluminium downstream market is being reshaped by three simultaneous forces: rapid extrusion growth in Asia, increasingly defensive trade policies, and rising demand from automotive, renewable energy, packaging and advanced manufacturing . China remains the dominant extrusion powerhouse,...

High raw material prices provide support alongside off-season inventory buildup, secondary aluminium price range under pressure
15 AUG 20265MINS

High raw material prices provide support alongside off-season inventory buildup, secondary aluminium price range under pressure

Aluminium scrap: This week, China's aluminium scrap market prices consolidated in a narrow range alongside primary aluminium, and the price difference between A00 aluminium and aluminium scrap widened again as aluminium scrap struggled to catch up. On August 13, SMM A00 spot aluminium prices closed...

High ocean freight rates coupled with rainy season disruptions, imported ore prices remain in high-level tug-of-war
14 AUG 20264MINS

High ocean freight rates coupled with rainy season disruptions, imported ore prices remain in high-level tug-of-war

Domestic ore supply disruptions linger, mainstream prices remain stable Affected by coking coal-related events in Shanxi, mining at domestic bauxite main producing areas such as Shanxi and Henan was somewhat disrupted in the short term, and ore supply showed phased changes. Meanwhile, alumina...

Stable operating rate pattern for PV frames unlikely to change in the short term; production resumptions at aluminium plants outside china accelerate, market sentiment shifts
14 AUG 20263MINS

Stable operating rate pattern for PV frames unlikely to change in the short term; production resumptions at aluminium plants outside china accelerate, market sentiment shifts

PV aluminium extrusion: This week, the operating rate of surveyed PV aluminium frame enterprises remained stable. Some leading PV frame enterprises reported that their current orders were ample and sufficient to keep production running at high levels until month-end. Downstream, PV module...

China’s H1’26 alumina market’s new trade equation: 749% import surge meets 118.92MTPA capacity
14 AUG 20267MINS

China’s H1’26 alumina market’s new trade equation: 749% import surge meets 118.92MTPA capacity

China’s aluminium export surge in the first half (H1) of 2026, crossing 250,000 tonnes, has come with a surge in its alumina imports as well, feeding the smelting and primary aluminium production. China’s January-June alumina imports marked a drastic year-on-year surge of about 749.4 per cent,...

Concerns over liquidity tightening ease marginally, aluminium prices are under pressure at high levels in the short term
14 AUG 20268MINS

Concerns over liquidity tightening ease marginally, aluminium prices are under pressure at high levels in the short term

Futures: SHFE aluminium closed at RMB 24,010 per tonne, down 0.62 per cent, with the price breaking below MA5 (around 24,160) but holding slightly above MA10 (23,988.5); short-term moving average support faces a test, while medium-term MA30 (23,469.5) and MA60 (23,699.67) remain in bullish...

China alumina losses narrow on softer costs, but supply risks linger
14 AUG 20265MINS

China alumina losses narrow on softer costs, but supply risks linger

According to Mysteel's data, as of the end of July 2026, the weighted average full production cost for China's alumina industry stood at RMB 2,826.21 per tonne, down approximately RMB 9.01 per tonne from the previous month. Most refineries continued to press ahead with cost-control and efficiency...

From 1.27Mt to 1.02Mt: How China’s aluminium extrusion export equation changed in 2025
13 AUG 20265MINS

From 1.27Mt to 1.02Mt: How China’s aluminium extrusion export equation changed in 2025

Leading aluminium producer and exporter China has reported a 2025 trade trend where the trade indicator appears on a declining graph. The trade volume, inclusive of all aluminium products, dipped from 6.66 million tonnes in 2024 to 6.13 million tonnes exported in 2025. Out of the 2025 figure,...

Norsk Hydro's Alunorte production cut lifts aluminium shares in Asia
13 AUG 20262MINS

Norsk Hydro's Alunorte production cut lifts aluminium shares in Asia

Chinese and Japanese aluminium stocks gained on Wednesday after Norsk Hydro announced that its Alunorte alumina refinery in Brazil had reduced production to 50 per cent of capacity because of disruptions to its natural gas supply. The move added to concerns over raw material availability in an...

Aluminium alloy futures and spot prices fell together; ADC12 to move sideways in the short term
13 AUG 20262MINS

Aluminium alloy futures and spot prices fell together; ADC12 to move sideways in the short term

Futures side: The aluminium alloy 2610 contract opened at RMB 23,500 per tonne today; after edging slightly higher in early trading, it pulled back under pressure and drifted lower overall, with the decline widening somewhat intraday. It closed at RMB 23,355 per tonne at midday, down 1.33 per cent....

From Hormuz to Washington: How 2Mt of Gulf aluminium puts US imports under pressure and disrupts global supply chains
13 AUG 20266MINS

From Hormuz to Washington: How 2Mt of Gulf aluminium puts US imports under pressure and disrupts global supply chains

Aluminium is increasingly getting caught in the fallout from the Middle East conflict. What began as a disruption to two of the region’s critical shipping routes - the Strait of Hormuz and Bab al-Mandab - is now affecting aluminium production, shipments and prices. The pressure is particularly...

Activated alumina key material for industrial gas drying applications- Joozhou among leading manufacturers
13 AUG 20262MINS

Activated alumina key material for industrial gas drying applications- Joozhou among leading manufacturers

Activated alumina continues to play an important role in industrial gas drying as manufacturers across sectors such as petrochemicals, electronics, pharmaceuticals and general manufacturing look for more reliable ways to remove moisture from process gases. Shanghai Joozhou New Materials Co., Ltd....

ASI certifies Qinghai Qingfeng Aluminum Co., Ltd. against Chain of Custody Standard V2
13 AUG 20262MINS

ASI certifies Qinghai Qingfeng Aluminum Co., Ltd. against Chain of Custody Standard V2

Aluminium Stewardship Initiative (ASI) today announced that Qinghai Qingfeng Aluminum Co., Ltd. has been certified against the ASI Chain of Custody Standard V2 (2022). The facility operates aluminium casthouse and aluminium re-melting/refining operations, producing flat ingots and intermediate...

CPI in line with expectations eases macro anxiety, continued destocking provides price support
13 AUG 20268MINS

CPI in line with expectations eases macro anxiety, continued destocking provides price support

Futures: SHFE aluminium closed at RMB 24,195 per tonne, down 0.62 per cent, with prices falling below MA5 (24,187) but still above MA10 (23,961), MA30 (23,435) and MA60 (23,708). Short-term moving average support is facing a test, but the medium-term bullish structure remains intact. The MACD...

Mysteel: Seaborne bauxite prices rise further on elevated costs
13 AUG 20263MINS

Mysteel: Seaborne bauxite prices rise further on elevated costs

On August 12, Mysteel's daily assessment for Guinea bauxite (Al:45 per cent,Si:3 per cent) was USD 71 per dmt, up USD 1.5 per dmt from a month ago. The assessment for Australian bauxite (Al:50 per cent,Si:6.5 per cent) rose by USD 2.5 per dmt M-o-M to USD 66.5 per dmt. Guinean bauxite prices edged...

Chinalco raises Chalco stake to 34.01% with $98m share purchase
12 AUG 20262MINS

Chinalco raises Chalco stake to 34.01% with $98m share purchase

Chinalco has increased its stake in Aluminum Corporation of China Limited, known as Chalco, after purchasing shares worth CNY 659 million (USD 97.7 million). According to a Hong Kong filing dated August 11, 2026, Chinalco and parties acting in concert acquired 77.4 million Chalco shares, comprising...

Raw material constraints coupled with marginal weakening of demand kept the operating rate of secondary aluminium producers at low levels in July
12 AUG 20263MINS

Raw material constraints coupled with marginal weakening of demand kept the operating rate of secondary aluminium producers at low levels in July

According to the SMM survey, the operating rate of China's secondary aluminium industry rebounded slightly to 34.6 per cent in Jul 2026, up 1.4 percentage points M-o-M from June, while it fell 7.0 percentage points Y-o-Y. Operating rates among secondary aluminium alloy enterprises showed mixed...

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