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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 12
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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From Guinea to the Gulf: Policy shifts, alumina surplus and middle east disruptions split the value chain
11 APR 20265MINS

From Guinea to the Gulf: Policy shifts, alumina surplus and middle east disruptions split the value chain

Over the past two weeks, the aluminium value chain has unfolded in fragments rather than a single, linear move. What starts as policy shifts and price pressure in bauxite moves through a well-supplied alumina market, before ending in a sudden supply shock in primary aluminium. Each layer is...

Strait stalemate unresolved on the eve of U.S.-Iran talks, supply hard damage supports aluminium prices fluctuating at highs
10 APR 20267MINS

Strait stalemate unresolved on the eve of U.S.-Iran talks, supply hard damage supports aluminium prices fluctuating at highs

Futures: SHFE aluminium closed at RMB 24,670 per tonne in the night session, up 0.39per cent. The price stood above all moving averages (MA5=24,656, MA10=24,619.5, MA30=24,559.17, MA60=24,351.92), with the moving average system in a bullish alignment. The MACD indicator showed a golden cross with...

India's aluminium extrusion output drops sharply as West Asia crisis disrupts supply
09 APR 20262MINS

India's aluminium extrusion output drops sharply as West Asia crisis disrupts supply

India’s aluminium extrusion sector is seeing a steep slowdown, with production levels falling sharply due to ongoing disruptions linked to the West Asia crisis. Industry body Aluminium Extrusion Manufacturers Association of India said monthly output has nearly halved, dropping from around 100,000...

Korea plans rooftop solar mandate for factories, aluminium demand seen rising with expansion push
09 APR 20263MINS

Korea plans rooftop solar mandate for factories, aluminium demand seen rising with expansion push

The South Korean government is planning to make solar panels mandatory on the rooftops of new factories, part of a wider push to speed up its renewable energy transition and reduce reliance on external fuel sources. The proposal, presented by the Ministry of Climate, Energy and Environment, comes...

Rio Tinto, Century Aluminium lift US billet premiums by 12% amid supply crunch
09 APR 20261MINS

Rio Tinto, Century Aluminium lift US billet premiums by 12% amid supply crunch

中文翻译附于新闻末尾,敬请继续阅读。 Rio Tinto and Century Aluminium have raised aluminium billet premiums in the United States by around 12 per cent amid supply disruptions linked to the Iran war, news sources reported on April 8, 2026. The two producers increased premiums by about 3 cents per pound, bout USD 110...

RUSAL to divert aluminium from China to Japan as premiums surge amid Gulf supply crunch
09 APR 20264MINS

RUSAL to divert aluminium from China to Japan as premiums surge amid Gulf supply crunch

Russia-based RUSAL, a leading global aluminium producer, is planning to divert a part of its aluminium shipments originally intended for China to Japan and other Asian customer bases, as reported by Reuters. The update is revealed by the sources amid the ongoing geopolitical tensions that are...

Middle East aluminium attacks have a limited impact on China's prebaked anode exports
09 APR 20263MINS

Middle East aluminium attacks have a limited impact on China's prebaked anode exports

On March 28, Emirates Global Aluminium's (EGA) Al Taweelah plant in Abu Dhabi and Alba's production facilities in Bahrain were hit by precision drone strikes, damaging some equipment. EGA and Alba have annual capacities of 1.6 million tonnes and 1.623 million tonnes, respectively. The Middle East...

Oil price rebounds after a drop below $100 as Iran accuses US of breaching ceasefire deal
09 APR 20265MINS

Oil price rebounds after a drop below $100 as Iran accuses US of breaching ceasefire deal

Global oil prices have fallen sharply and stock markets jumped after the US and Iran agreed to a conditional two-week ceasefire deal that includes the reopening of the Strait of Hormuz. The announcement triggered an immediate sell-off in oil markets, with prices slipping below USD 100 per barrel as...

Aluminum Association CEO: Gulf disruptions lift aluminium prices; industry adapts
09 APR 20264MINS

Aluminum Association CEO: Gulf disruptions lift aluminium prices; industry adapts

Charles Johnson, President and CEO of the Aluminum Association, addressed the ripple effect of the Middle East conflict on the aluminium industry. According to him, global aluminium markets are under the pressure of “elevated” prices as geopolitical tensions in the Gulf region disrupt supply...

Hit before the ceasefire: Iran Aluminium Company struck by the US-Israel attacks
08 APR 20262MINS

Hit before the ceasefire: Iran Aluminium Company struck by the US-Israel attacks

A few hours before the official announcement of a two-week ceasefire in the US-Israel and Iran conflict, the Iranian media reported that the US-Israel launched strikes on the Iran Aluminium Company (IRALCO), the largest aluminium plant of the country, as well as the Amirkabir Petrochemical Complex...

LME cash offer spikes to $3,600/t, up by 3% from the previous close, as supply risks intensify in the Gulf
08 APR 20263MINS

LME cash offer spikes to $3,600/t, up by 3% from the previous close, as supply risks intensify in the Gulf

On April 7, the London Metal Exchange (LME) aluminium prices further rose from the previous close on April 2. There has been a significant rise in the offer settlement price as well as in the forward contracts. Concerning the inventory, there has been a slight dip along with the LME alumina platts...

Aluminium stock surge prompts JPMorgan’s bullish call on Vedanta, Hindalco
07 APR 20263MINS

Aluminium stock surge prompts JPMorgan’s bullish call on Vedanta, Hindalco

With a broader shift in the global metals cycle that could reshape earnings expectations, major Indian aluminium companies are drawing renewed investor attention. JPMorgan has upgraded both Vedanta Limited and Hindalco Industries Limited to “overweight”, citing a favourable mix of higher aluminium...

With deepening energy crisis, fuel shortages trigger global demand controls
06 APR 20263MINS

With deepening energy crisis, fuel shortages trigger global demand controls

The severity of the ongoing energy crisis due to the Middle East conflict was evident this week as an unusual shift in the global oil benchmarks was noticed. The West Texas Intermediate (WTI) crude, generally trading at a lower mark than that of the Brent crude , briefly traded over the North...

UAE aluminium giant moves to offload alumina cargoes after smelter strike disruption
06 APR 20264MINS

UAE aluminium giant moves to offload alumina cargoes after smelter strike disruption

Following the strike of Iran on two major aluminium facilities in the United Arab Emirates (UAE) and Bahrain, escalating the US-Israel-Iran conflict, Emirates Global Aluminium (EGA) is now moving to sell a large volume of alumina, which is deemed the key raw material required for producing...

The rise of global aluminium hubs outside China
06 APR 202613MINS

The rise of global aluminium hubs outside China

Executive Summary: The global aluminium sector is feeling the heat of a supply crisis, as major aluminium producers face policy curbs, geopolitical crises, sanctions and tariff hurdles, and environmental setbacks. The war in Iran has further inflated the crisis with shipping disruptions and attacks...

Risk of supply-side disruptions in the Middle East, continued divergence in the price spread between domestic and overseas markets and inventory structure
05 APR 20263MINS

Risk of supply-side disruptions in the Middle East, continued divergence in the price spread between domestic and overseas markets and inventory structure

The aluminium market is currently driven by multiple factors, including macro liquidity, geopolitical risks, and fundamental supply disruptions, while the price spread between domestic and overseas markets and inventory structure continue to diverge. Macro perspective: China: The central bank's...

AMW 2026 to unlock Africa’s aluminium potential as Middle East disruptions reshape global supply
04 APR 20264MINS

AMW 2026 to unlock Africa’s aluminium potential as Middle East disruptions reshape global supply

The global aluminium price is on a rising trend, reaching a four-year high, especially because of the ongoing tensions in the Middle East. In March 2026, the aluminium price rose to USD 3,492 per tonne. In the upcoming African Mining Week (AMW) 2026, which is being scheduled for October 14-16 in...

Aluminium tariffs, Middle East disruption and shifting trade ties put aluminium downstream and end-use sectors under pressure
03 APR 20267MINS

Aluminium tariffs, Middle East disruption and shifting trade ties put aluminium downstream and end-use sectors under pressure

As trade talks slowly progress amidst a backdrop of tariffs and changing alliances, Canada’s cautious approach is catching the eye of those involved in North American supply chains. With aluminium still a major sticking point, the latest hints from policymakers suggest there are more complex...

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