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US Fed keeps interest rates 1.75% higher than its target: What it means for the aluminium industry
25 Jul 20267MINS
Downstream
The US Federal Reserve has kept the interest rates unchanged, keeping the benchmark federal funds rate at 3.50-3.75 per cent for the fourth consecutive meeting. The decision, approved unanimously in a 12-0 vote by the Federal Open Market Committee (FOMC), was widely expected by financial markets and keeps the benchmark rate at its lowest level since November 2022. At first glance, the decision appears to be a routine policy hold. But for the aluminium industry, it offers a clearer picture o ...
AL Circle Analysis: How the US, Europe and Asia are reshaping 2026 aluminium map
24 Jul 20268MINS
Sustainability
The global aluminium industry is increasingly tying growth to decarbonisation, supply security and circularity. North America is prioritising stronger scrap recovery and domestic supply chains, Europe is balancing scrap retention with climate goals under CBAM, while Asia is driving demand through rising scrap imports, recycling expansion and carbon-focused policy reforms. Across all three regions, aluminium scrap, clean energy and carbon competitiveness are emerging as key pillars of long-term ...

24 Jul 20267MINS
End User
Executive Summary: The component cost crisis: Driven by the explosive demands of Artificial Intelligence data centres, global smartphone memory prices skyrocketed. This pushed flagship Bill of Materials (BOM) costs up by nearly USD 300, forcing smartphone OEMs to cut costs in their structural chassis. The Titanium Reversal: Apple and Samsung abandoned titanium's thermal constraints for their latest flagships. Next-generation AI processors run dangerously hot, and titanium acts as a thermal i ...
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