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Chevron to supply 55 PJ of natural gas to South32’s Worsley Alumina Refinery from 2028
Chevron Australia has entered a new natural gas supply agreement with South32’s Worsley Alumina business, reinforcing the importance of reliable energy supplies to Australia’s alumina refining industry. The deal will support operations at the Western Australian facility, where energy availability remains central to mineral processing and industrial activity. Under the contract, Chevron will supply natural gas to South32 Worsley Alumina Pty Ltd from 1 January 2028. The arrangement continues a longstanding commercial relationship between the companies, with the fuel allocated to the alumina producer’s processing requirements. Explore the production, demand and consumption forecasts of bauxite and alumina in our report: " Global Bauxite & Alumina Market Forecast to 2036: Supply–Demand, Trade...
Mexico’s aluminum industry eyes 7.8% growth in 2026 as AI data centers and aerospace boost demand
Mexico’s aluminum industry is looking to capitalize on rising demand from artificial intelligence (AI) infrastructure, electric mobility, automotive manufacturing, and aerospace. Expanding technology investments and international market opportunities are expected to support sales growth, while the country’s reliance on imported aluminum highlights the importance of strengthening domestic processing capabilities. Ramón Beltrán, president of Mexico’s National Chamber of the Aluminum Industry (Canalum), expects the country’s domestic and international aluminum sales to gain momentum in 2026, supported by demand from advanced technology applications and established manufacturing sectors. “We expect to close out this year with growth of between 7.5% and 7.8% in domestic and international...
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A report that reveals where the aluminium casting industry is heading and how businesses can act.
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A report that reveals where the aluminium casting industry is heading and how businesses can act.
LEARN MOREEurope’s 9M 2026 aluminium production jumps to 5.56Mt as smelter restarts gain ground
Europe’s recycled aluminium production: Germany, Italy and the UK anchor a competitive market
Global EV sales to hit 35.4 million by 2030, with aluminium usage forecast to rise 38% in North America & 79% in China
AL Circle analysis: How do Germany’s 32.8% automotive aluminium share, 40% Diet Coke can price rise & 3.54Mt North American extrusion demand matter?
AL Circle Analysis: Guinea’s 150Mt bauxite cap, China’s import swings, US tariffs draw aluminium Q4’26
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China’s 15Mt overseas aluminium expansion could push global market into surplus
Chinese aluminium producers are planning a major expansion overseas, with at least 15 million tonnes per annum (MTPA) of new primary smelting capacity announced or planned across Southeast Asia, the Middle East, Central Asia and Africa. The expansion could push the global aluminium market into surplus , although tighter scrutiny from Beijing and concerns over project profitability may limit how much capacity is built. Around 2.85 MTPA of the planned capacity is already under construction or being brought into operation. This represents 3.8 per cent of the current global annual smelting capacity of 73.78 million tonnes. The new projects, combined with recovering aluminium output in the Middle East, are expected to change the global supply balance. Morgan Stanley forecast in July that the...
$4b Oklahoma aluminum smelter’s civil works penciled in for Q2 2027 as Inola ballot looms
The proposed $4 billion Oklahoma Primary Aluminum (OPA) smelter, a joint venture between Emirates Global Aluminium (EGA) and Century Aluminum, is targeting civil works in the second quarter of 2027, with first hot metal expected between mid- and late 2030. Realization of the 750,000-metric-ton project would render it the first new US primary aluminum smelter in nearly 50 years. However, local restrictions, environmental permitting and ongoing legal hurdles clouded its path towards maintaining the construction timeline. A local moratorium and an April 7 ballot sit on the same calendar. Explore the production, demand and consumption forecasts of bauxite and alumina in our report: “ Global Bauxite & Alumina Market Forecast to 2036: Supply–Demand, Trade Flows & Price Outlook ” A...
Inalum highlights 10-fold value increase from bauxite to alumina, eyes 130,000 jobs in Mempawah
Processing bauxite into alumina and aluminium can significantly increase its value, according to Indonesia's state-owned aluminium producer PT Indonesia Asahan Aluminium (Inalum). The company also expects downstream development to support government revenue, employment and economic activity in surrounding areas. Arif Haendra, Inalum's director of corporate strategy, business development and commercial affairs, said, "Bauxite priced at USD 40 per tonne can fetch about USD 400 as alumina, a roughly tenfold increase." Processing bauxite into alumina costs around USD 250–300 per tonne. Alumina can then be processed into aluminium, which sells for approximately USD 3,200–3,500 per tonne, Haendra said in Jakarta on October 27. Explore the production, demand and consumption forecasts of bauxite...
Vietnam aluminium firms seek zero export duty to counter cheaper imports
Vietnamese aluminium businesses are seeking a reduction in export duties to zero, arguing that the current tax rules put domestic suppliers at a disadvantage compared with imported materials. The Vietnam Chamber of Commerce and Industry (VCCI) has raised concerns over a proposal to cut export duties on unwrought aluminium, bars, rods, profiles and wire to 1 per cent from 5 per cent. The proposed duty on aluminium plates, sheets and strip in coils would be reduced to zero. Citing feedback from the Vietnam Aluminium Profile Association and businesses, VCCI said the proposed 1 per cent rate would bring little revenue to the state budget while leaving companies with administrative requirements, including tax declarations, payments, guarantees and post-clearance inspections. The chamber also...
LME aluminium price rallies $3,078/t as Asian Ref Price gains 1.5% on October 27
The London Metal Exchange (LME) aluminium price chart continued to rally, reporting gains over the October 26 close in the October 27 trading session across the pricing and contract segments. Asian Reference Price gained 1.5 per cent, while aluminium inventories continued to falter. The LME aluminium cash bid price gained 1.02 per cent on October 27, rising to USD 3,077.5 per tonne from USD 3,046.5 per tonne. The offer price surged to USD 3,078 per tonne from USD 3,047.5 per tonne , up 1 per cent day-on-day. Explore- Most comprehensive and forward-looking industry-focused report — Global Bauxite & Alumina Market Forecast to 2036: Supply–Demand, Trade Flows & Price Outlook The LME aluminium three-month bid as well as offer prices reported a 1.22 per cent rise. The bid surged to USD 3,062...
Can a giant heat battery change how alumina is refined? Rio Tinto puts it to the test with their 360 MWh heat battery project at Yarwun alumina refinery
Rio Tinto and Rondo Energy have commenced front-end engineering and design for a 30 MW/360 MWh thermal energy storage project at the Yarwun alumina refinery near Gladstone, Queensland, marking a potential milestone in the use of heat batteries to reduce emissions from alumina refining. The Rondo Heat Battery will store energy as high-temperature heat in refractory bricks and supply continuous process heat to support Rio Tinto’s alumina refining operations. If progressed, the project would be one of the first large-scale demonstrations of thermal energy storage for industrial process heat globally and a world-first for the alumina industry. Heat batteries target round-the-clock industrial demand Australia regularly experiences four to six hours of surplus solar-generated renewable...
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A new rival for RUSAL? Sual deal puts 150,000 tonnes of Russian aluminium in focus
Russia’s aluminium market could face a new competitive dynamic after Sual Partners signed a production-sharing agreement with state-controlled hydropower group RusHydro, potentially giving Sual access to up to 150,000 tonnes of aluminium from the Boguchany smelter in Siberia. The arrangement could challenge Rusal’s near 20-year dominance of Russia’s primary aluminium market, allowing Sual to target both domestic and overseas customers with the metal. The agreement, announced on October 15 during Russian Energy Week, provides for a production-sharing mechanism at the Boguchansky aluminium plant, which is co-owned by RusHydro. The arrangement could give Sual access to as much as a 50 per cent share of the smelter’s output, putting it in a position to compete directly with Rusal, its...
Can aluminium make EVs lighter and cheaper? Stellantis study cuts body mass by 41%
Aluminium-intensive vehicle design could reduce electric vehicle (EV) weight, battery requirements and manufacturing complexity, according to a joint theoretical study by Stellantis and Alumobility. Using Stellantis’ STLA Medium platform as its reference, the study found that an optimised aluminium-based architecture could cut total vehicle mass by around 20 per cent and create the potential to reduce battery capacity by 15 per cent while maintaining equivalent range. Presented at EuroCarBody 2026 in Bad Nauheim, Germany, on October 22, the study examined how aluminium could be incorporated across the vehicle structure rather than simply replacing steel components on a like-for-like basis. The concept reduced body-in-white mass - the vehicle’s structural body before components such as...
US aluminum tariffs raise Canadian craft brewers’ costs as 75% of Ontario beer is sold in cans
Canadian craft breweries are facing higher production costs as US tariffs on aluminum increase the price of beer cans, forcing smaller businesses to absorb some of the extra expense or pass it on to customers. Wesley Burbidge, who opened Brew Revolution in 2019 to offer affordable craft beer to his community, said the latest US tariffs have made it harder to keep prices down. Although the brewery managed to survive the COVID-19 pandemic, rising material costs have forced it to adjust its pricing. According to a 2024 report by Beer Canada, around 75 per cent of beer sold in Ontario was packaged in aluminum cans, compared with 43 per cent in 2014. Burbidge said Brew Revolution was trying to limit the impact on customers as the cost of materials increased. He said, “As we see our material...
A new rival for RUSAL? Sual deal puts 150,000 tonnes of Russian aluminium in focus
Russia’s aluminium market could face a new competitive dynamic after Sual Partners signed a production-sharing agreement with state-controlled hydropower group RusHydro, potentially giving Sual access to up to 150,000 tonnes of aluminium from the Boguchany smelter in Siberia. The arrangement could challenge Rusal’s near 20-year dominance of Russia’s primary aluminium market, allowing Sual to target both domestic and overseas customers with the metal. The agreement, announced on October 15 during Russian Energy Week, provides for a production-sharing mechanism at the Boguchansky aluminium plant, which is co-owned by RusHydro. The arrangement could give Sual access to as much as a 50 per cent share of the smelter’s output, putting it in a position to compete directly with Rusal, its...
Can aluminium make EVs lighter and cheaper? Stellantis study cuts body mass by 41%
Aluminium-intensive vehicle design could reduce electric vehicle (EV) weight, battery requirements and manufacturing complexity, according to a joint theoretical study by Stellantis and Alumobility. Using Stellantis’ STLA Medium platform as its reference, the study found that an optimised aluminium-based architecture could cut total vehicle mass by around 20 per cent and create the potential to reduce battery capacity by 15 per cent while maintaining equivalent range. Presented at EuroCarBody 2026 in Bad Nauheim, Germany, on October 22, the study examined how aluminium could be incorporated across the vehicle structure rather than simply replacing steel components on a like-for-like basis. The concept reduced body-in-white mass - the vehicle’s structural body before components such as...
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