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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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NewsMiddle East ConflictPage 11
WEEKLY: Aluminium rallies as soft US jobs data, tight ingot supply set up bullish tug-of-war
07 SEPT 20263MINS
Primary AL

WEEKLY: Aluminium rallies as soft US jobs data, tight ingot supply set up bullish tug-of-war

Overnight overseas macro sentiment turned constructive, driving synchronised gains across domestic and overseas aluminium prices. The softer US August ADP private payrolls data further dampened market expectations of Fed rate hikes, easing the dollar's drag on commodities. Coupled with heightened...

Aluminium extrusion usage in building and construction to grow 1.24% CAGR through 2035, with Americas at 1.15%, Europe at 1.30% & MEA at 2.47%
02 SEPT 20268MINS
Downstream

Aluminium extrusion usage in building and construction to grow 1.24% CAGR through 2035, with Americas at 1.15%, Europe at 1.30% & MEA at 2.47%

What does the building and construction market mean for aluminium extrusion industry? The answer may depend less on how much the world builds and more on where it builds and what those buildings require. As construction activity picks up across regions, aluminium extrusion is set to follow - but...

01 SEPT 20263MINS
Primary AL

Global aluminium output falls to 6.2Mt as prices rise 0.35%, SHFE stocks dip 3% & Gulf output drops 44%

Aluminium prices settled 0.35 per cent higher at INR 345.6 (USD 3.64), backed by declining exchange inventories, expectations of additional fiscal measures in China and concerns over constrained supply from the Middle East. However, improving production prospects in the region limited further...


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Offsetting Middle East market pressure: Southeast Asia and Europe underpin prebaked anode export growth
23 APR 20263MINS

Offsetting Middle East market pressure: Southeast Asia and Europe underpin prebaked anode export growth

According to customs data, China's prebaked anode exports in March 2026 were 197,900 tonnes, up 2.75 per cent Y-o-Y and up 46.92 per cent M-o-M. The roughly calculated average export price of prebaked anodes in March was approximately USD 841.66 per tonne, up 7.06 per cent Y-o-Y and down 4.12 per...

Europe’s aluminium premium stays elevated despite discounted deals
23 APR 20262MINS

Europe’s aluminium premium stays elevated despite discounted deals

Europe’s aluminium premium has climbed to a near four-year high, but buyers are resisting elevated levels, with at least one deal reportedly struck below the benchmark. Mercuria, a global commodities trader, sold metal at a discount of USD 10 to USD 15 per tonne below Fastmarkets’ assessed premium,...

US announced extension of ceasefire but maintained blockage, LME prices still had upward momentum
22 APR 20268MINS

US announced extension of ceasefire but maintained blockage, LME prices still had upward momentum

SHFE aluminium closed at RMB 24,890 per tonne, down 0.44 per cent. The price fell below MA10 (25,026) and MA5 (25,269), with short-term moving averages forming resistance, but it remained above MA30 (24,738.83) and MA60 (24,486.08), indicating that medium-term support still exists. The MACD...

Fizz under pressure: Aluminium supply crunch leaves Diet Coke high and dry in India
22 APR 20264MINS

Fizz under pressure: Aluminium supply crunch leaves Diet Coke high and dry in India

In the ongoing supply chain disruption, which is directly linked to the tension with Iran, Diet Coke is said to be the next victim. Why so? In many Indian cities, stock shortages are being faced by consumers because of the lack of availability of aluminium cans. Other than Diet Coke, this impact is...

GACC: China's thermal coal imports fall 8% YoY in March
22 APR 20262MINS

GACC: China's thermal coal imports fall 8% YoY in March

China's thermal coal imports declined in March, as elevated seaborne prices and ample domestic supply cooled buying interest. Imports of the power generation fuel totalled 25.92 million tonnes during the month, down 8.2 per cent year on year, according to data from the General Administration of...

Aluminium production hit by the Middle East conflict: Nearly 4% in Q1 and 32% in Q2
21 APR 20265MINS

Aluminium production hit by the Middle East conflict: Nearly 4% in Q1 and 32% in Q2

Global aluminium production and supply is considerably driven by the Gulf Cooperation Council (GCC), which contributes around 9 per cent of aluminium to the supply chain. Every year, the GCC produces and supplies approximately 6 to 6.5 million tonnes and 5 to 5.5 million tonnes of aluminium,...

China alumina inflow hits two-year high amid global disruption
21 APR 20264MINS

China alumina inflow hits two-year high amid global disruption

In March 2026, China's import of alumina, which is the essential raw material for aluminium production, reached a two-year high. The surge is mainly owed to the shipments, which were originally planned to reach the Middle East smelters, but changed the route to the world's largest producer. As per...

Japan automotive sector faces aluminium supply strain amid Middle East disruptions
21 APR 20264MINS

Japan automotive sector faces aluminium supply strain amid Middle East disruptions

As the geopolitical conflict in the Middle East disrupts the aluminium availability in the global automotive industry , Japan’s automotive sector comes into focus with a concerning exposure to supply chain vulnerability. Japan’s manufacturing sector is increasingly pressured as the Middle East...

Indian beer industry faces ‘major trouble’ as aluminium costs surge, pricing curbs tighten grip
20 APR 20265MINS

Indian beer industry faces ‘major trouble’ as aluminium costs surge, pricing curbs tighten grip

According to the Chief Executive Officer and Managing Director of United Breweries Ltd (UBL), Vivek Gupta, a "major trouble" is currently being faced by the Indian beer industry as it continues to grapple with the rising input costs caused by the conflict, supply shortages and pricing restrictions...

Futures prices of key SHFE non-ferrous metals rise on week
20 APR 20262MINS

Futures prices of key SHFE non-ferrous metals rise on week

As of the end of Friday's daytime session, the most widely-held nickel contract for June delivery had surged by 8.2 per cent from a week earlier to RMB 144,240 per tonne (USD 21,125 per tonne). Meanwhile, the most popular contracts for June for cop per and aluminium rose by 3.9 per cent and 3.4 per...

LME aluminium eases on April 17 as the Strait of Hormuz opens for commercial vessels
20 APR 20263MINS

LME aluminium eases on April 17 as the Strait of Hormuz opens for commercial vessels

The Foreign Minister of Iran’s announcement on Friday regarding the reopening of the Strait of Hormuz for the rest of the ceasefire period to grant passage for commercial vessels significantly reflected on the London Metal Exchange (LME) aluminium prices, which cooled at the close of the April 17...

Global downstream aluminium and end-use markets enter transition phase amid tariffs, costs and tech breakthroughs
17 APR 20267MINS

Global downstream aluminium and end-use markets enter transition phase amid tariffs, costs and tech breakthroughs

The landscape of aluminium and related materials is undergoing a quiet transformation, driven by shifting policies, changing cost structures and exciting technological advancements. The global downstream and end-use sector is seeing everything from trade adjustments and tariff changes to...

LME index peaks as aluminium gains 15%, copper up 11%
17 APR 20262MINS

LME index peaks as aluminium gains 15%, copper up 11%

Industrial metals reached a record high on the London Metal Exchange, supported by strong gains in aluminium and a recent rise in copper prices. The LME index , which tracks six major metals, has climbed nearly 12 per cent in the past four weeks and closed at an all-time high on Thursday. Aluminium...

Strained aluminium supply exposes Sri Lanka’s construction sector to an uncertain future
16 APR 20266MINS

Strained aluminium supply exposes Sri Lanka’s construction sector to an uncertain future

Sri Lanka’s construction sector, heavily dependent on aluminium, is hanging by the thread of uncertainty. Roughly 28,000 tonnes of aluminium is used in the construction sector of the nation. The two-week ceasefire in the Middle East conflict led to the reopening of the Strait of Hormuz, only to be...

Oil shock tightens grip on Jamaica’s bauxite and alumina cost structure
16 APR 20265MINS

Oil shock tightens grip on Jamaica’s bauxite and alumina cost structure

The ongoing geopolitical tensions, especially with the closure of the Strait of Hormuz, are deemed to be creating an adverse impact on Jamaica's bauxite and alumina sector. As warned by the Jamaica Bauxite Institute (JBI), the country is now grappling with increased production costs and a feeding...

Aluminum price centre shifted upward, overall market procurement sentiment declined
15 APR 20262MINS

Aluminum price centre shifted upward, overall market procurement sentiment declined

During the morning session, SHFE aluminium 2604 fluctuated downward, with the price centre rising significantly from the previous day. Influenced by higher aluminium prices, overall willingness to sell in the market was high, while buying sentiment was suppressed by elevated prices. Circulating...

LME aluminium hits 4-year high with cash offer price up 4% amid Hormuz blockade fear
14 APR 20263MINS

LME aluminium hits 4-year high with cash offer price up 4% amid Hormuz blockade fear

The London Metal Exchange (LME) aluminium price on April 13 saw the highest price in the last four years. The surge came after the US military said it would be imposing a blockade of the Strait of Hormuz, which is deemed to be the key port for shipping out metals from the Middle East. Given that...

EGA announces force majeure on aluminium deliveries as operations halt at world’s largest smelter
13 APR 20262MINS

EGA announces force majeure on aluminium deliveries as operations halt at world’s largest smelter

The top aluminium producer of the Middle East, Emirates Global Aluminium (EGA), has invoked force majeure clauses for the partial suspension of deliveries due to the damage sustained by its Al Taweelah smelter in the United Arab Emirates (UAE) from the Iranian drone and missile attacks . Explore-...

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