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US aluminium revival puts Alcoa, Kaiser and Century in focus
14 Aug 20266MINS
Primary AL
The US aluminium industry is showing signs of recovery after years of declining domestic primary production, with tariff support, new investment and the restart of idled capacity creating opportunities across the value chain. Century Aluminum’s Mount Holly smelter in South Carolina has returned to full production after the company restarted more than 50,000 metric tonnes of previously idled capacity. The restart lifted total US primary aluminium output by nearly 10 per cent and brought the pl ...
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
Downstream
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 enterprises did not change their procurement strategies because of the recent drift higher in aluminium prices and continued to purchase as needed. According to SMM, frame enterprises had no plans to adjust ...

14 Aug 20263MINS
Downstream
STG, a trading company funded by principals of US hedge fund Squarepoint, has bought a substantial volume of aluminium from Radiant World as the commodity trader sells inventory to raise liquidity, according to two industry sources. The exact volume purchased by STG and the price agreed for the transaction were not disclosed. However, sources said STG was acquiring a significant portion of the aluminium offered by Radiant. Radiant World declined to comment on the transaction, saying it does ...
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