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AL Circle analysis: From cans and NEVs to extrusion, shifting end-use demand reshapes aluminium’s growth story
29 Aug 20268MINS
End User
The aluminium industry is entering the second half of 2026 with demand signals moving in different directions. Beverage cans are finding new consumption opportunities in Brazil, extrusion demand remains resilient in key markets, and aluminium producers are benefiting from firmer prices. At the same time, tariffs and trade-policy uncertainty are adding cost pressure, while automakers and packaging companies are placing greater emphasis on aluminium’s role in lower-carbon products. Demand: New ...
AL Circle Analysis: Regional output & trade reflect bauxite-alumina supply contrast in aluminium market
29 Aug 20267MINS
Alumina
If aluminium has a pressure point right now, it sits one step upstream of the metal itself - in alumina. China’s appetite for imported ore remains elevated, alumina markets diverge between regions, and disruptions in Guinea and Australia expose logistics risks. At the same time, tariffs and regional premiums are reshaping the economics of aluminium, making access to competitively priced alumina and metal increasingly dependent on geography, trade routes and policy. Bauxite supply: Sourcing, s ...

28 Aug 20264MINS
Alumina
India’s alumina trade underwent a sharp shift in the first half of 2026, with exports accelerating to a new high while imports contracted substantially. Data for HS 281820, i.e. aluminium oxide excluding artificial corundum, shows that India exported 2.5 million tonnes in H1 2026, up 51.3 per cent from 1.65 million tonnes in H1 2025. At the same time, imports fell 34.9 per cent year-on-year to 775,362 tonnes from 1.19 million tonnes. The result was a substantial widening of India’s net alumin ...
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