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Trimet seeks changes to Alcoa-South32 deal, concerned over reduced independent alumina supply in Brazil
German aluminium producer Trimet has proposed a series of measures to address competition concerns over Alcoa’s proposed acquisition of South32’s alumina and bauxite assets . These include the sale of integrated bauxite-mining and alumina-refining assets in Brazil or Western Australia, changes to ownership links in Alumar and MRN, and greater transparency and independent monitoring of alumina price reporting. Trimet has also asked Brazil's competition regulator, the Administrative Council for Economic Defense (CADE), to block the deal, saying it would reduce the number of independent smelter-grade alumina suppliers in the country from three to two. The company said the combined entity could control approximately 51.8 per cent of Brazil's merchant alumina sales, leaving Glencore with the...
AL Circle Analysis: 278% China-US FRP rise, $692m Germany-France FRP trade, India’s 300m-can gap draw aluminium map
Downstream aluminium is where geopolitics meets the shop floor. Tariffs, shipping disruption, regulation and shifting demand are deciding who rolls the metal, who gets it and what it becomes, whether a beer can, a battery housing or a length of wire. Fifteen recent developments across North America, Europe, Asia, the Middle East and Oceania depict how aluminium flat rolled products (FRPs), packaging and electric vehicle (EV) demand are being rerouted, and where traders, exporters and buyers may need to adjust. Aluminium FRP and wire: tariffs and policy redraw the flows The tariff debate has reached the bar counter. In Virginia, Democrat Tom Perriello is campaigning on aluminium tariffs that he says raise brewers’ packaging costs. Across the border, a Windsor, Ontario brewery reports its...
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A report that reveals where the aluminium casting industry is heading and how businesses can act.
LEARN MOREAL Circle Analysis: Alumina prices fall 22%, Ghana advances bauxite projects & global aluminium production rises 2.1%
Global alumina production remains below 2025 levels despite a Q3 rebound, reaching 114 million tonnes in 9M2026
Germany-France aluminium FRP trade 2026 at $692m: Two-way exchange of coil, sheet, foil and high-value products
India’s renewable power capacity set to reach 530 GW by 2030 as solar leads expansion
Global primary aluminium output rebounds 2.1% in Q3 2026 despite September slump - Is supply deficit easing?
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Bell Bay Aluminium navigates workforce changes after government-backed rescue
Bell Bay Aluminium (BBA), Australia's oldest aluminium smelter, is reviewing its workforce and offering redundancies for a small number of positions, just over a month after receiving an AUD 200 million (USD 137.52 million) government support package aimed at securing the facility's future until at least 2031. Up to 10 roles are understood to have been affected by the review, although the smelter is expected to retain its existing workforce of approximately 550 full-time equivalent (FTE) employees. Some redeployment opportunities will also be available, while the positions identified are not understood to involve frontline services. The changes reportedly include some former participants in Bell Bay Aluminium's graduate programme. Rio Tinto, which operates the smelter near George Town in...
Atlas Metals terminates UPSA acquisition as lithium and graphite deals take priority
Atlas Metals Group plc has terminated its proposed acquisition of Universal Pozzolanic Silica Alumina Ltd (UPSA), ending a transaction first announced in June 2025, as the company shifts its acquisition focus towards lithium and graphite assets in Africa and South America. The natural resources and energy company said the decision followed recent due diligence difficulties and actions by UPSA representatives that it believes materially changed the merits and viability of the transaction. Atlas Metals is also seeking to recover material amounts owed to it by UPSA. The proposed acquisition was initially announced on June 17, 2025, with the signing of a conditional share purchase agreement (SPA) disclosed on September 10, 2025. However, the company has now decided to terminate the agreement,...
Century Aluminum gets a production boost as Iceland smelter restarts, lifting Q3 performance
Century Aluminum Company reported stronger financial results for the third quarter of 2026, as the restart of Line 2 at its Grundartangi facility in Iceland helped increase aluminium shipments, net sales and profitability. The production recovery, combined with favourable realised metal prices, supported a rise in net income to USD 302.6 million, compared with USD 249.3 million in the second quarter. The company's net sales reached USD 961.2 million during the quarter ended September 30, 2026, marking a sequential increase of USD 209.1 million. Aluminium shipments also climbed to 173,483 tonnes from 130,632 tonnes in the preceding quarter, reflecting the contribution of Line 2 returning to near-full production during the reporting period. The improvement in earnings was primarily driven...
Downstream aluminium producers' operating rates increased slightly this week, and the divergence between sectors continues
This week, the operating rate of major aluminium processors in China remained stable with a slight overall rebound, rising 0.1 per cent month-on-month. Performance was mixed across sectors, as the industry continues a moderate recovery trend. The operating rate for primary aluminium alloys climbed 0.6 percentage points to 61.4 per cent, driven by improved order volume and year-end momentum from automakers to meet their annual targets, with a positive short-term outlook. The operating rate for aluminium wire and cable rose 0.4 percentage points to 64.8 per cent, supported by recovering photovoltaic demand and restored margins, although the sustainability of the upward trend remains to be seen. The operating rate for secondary aluminium rebounded 0.6 percentage points to 53.9 per cent, with...
South32 maintains June 2027 timeline for Alcoa's acquisition of aluminium assets
South32 expects the sale of its aluminium value chain assets to Alcoa to be completed in the six months ending June 2027. The proposed transaction covers its aluminium operations and related bauxite and alumina assets in South Africa, Australia and Brazil. The sale follows a binding conditional agreement signed by the two companies, under which Alcoa agreed to acquire the assets for up to USD 5.6 billion . The assets include South32's Hillside Aluminium smelter and the idled Bayside smelter in South Africa, its interests in the Boddington bauxite mine and Worsley alumina refinery in Australia, and the Mineração Rio do Norte bauxite mine and Alumar alumina refinery and aluminium smelter in Brazil. Explore the production, demand and consumption forecasts of bauxite and alumina in our...
Novelis Q2 sees net sales rise 25% while rolled product shipments fall 2%
Novelis reported a 20 per cent year-on-year increase in adjusted EBITDA to USD 508 million in the second quarter of fiscal year 2027, while rolled product shipments declined 2 per cent to 919,000 tonnes. Net sales rose 25 per cent to USD 5.9 billion from USD 4.7 billion in the corresponding quarter last year, mainly due to higher average aluminium prices. Higher shipments of beverage packaging and aerospace products were partly offset by lower volumes in automotive and speciality products. Net income attributable to Novelis' common shareholders increased 29 per cent to USD 210 million, compared with USD 163 million a year earlier. Excluding special items, net income also rose 29 per cent to USD 146 million. Explore further insights and forecasts for the aluminium flat rolled products...
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NALCO reports Q2 FY27 net sales of INR 53.8b, up 26.2% year-on-year
Net sales of National Aluminium Company Limited (NALCO) rose 26.2 per cent year-on-year to INR 53.80 billion (USD 567 million) in Q2 FY2026-27, compared with INR 42.6 billion (USD 449 million) in the same quarter last year. The company is set to discuss its unaudited results for the quarter and half-year ended September 30, 2026, during an earnings call scheduled for November 3. NALCO’s total income reached INR 56.7 billion (USD 598 million) in Q2 FY27, an increase of 27.5 per cent year on year. Operating expenses stood at INR 30.1 billion (USD 37 million), while earnings before interest, taxes, depreciation and amortisation (EBITDA) amounted to INR 26.6 billion (USD 280 million). Net sales in the preceding quarter, Q1 FY27, were INR 52.7 billion (USD 556 million). Explore the production,...
North American aluminum Zorba-Zurik scrap trade: Leading exporters and a shift in processing
North America's aluminium Zorba-Zurik scrap trade is evolving as major recyclers invest in advanced metal recovery technologies and international buyers seek consistent supplies of specification-compliant non-ferrous scrap . From established exporters such as CMR America, GP Harmon Recycling, and Sims Global Commodities to traders offering different Zorba grades and shipment volumes, the market is increasingly shaped by material quality, processing capabilities, and global demand. While India and Southeast Asia remain important destinations for North American scrap, the region’s leading processors are also expanding domestic sorting operations to produce higher-purity, furnace-ready materials. This dual approach is reshaping the competitive landscape for aluminum scrap exporters and...
India’s PG Foils and Bahrain join hands to build high-value aluminium foil plant
India-based PG Foils Limited plans to establish a downstream aluminium manufacturing facility in Bahrain, focusing on electric vehicle (EV) battery foil and pharmaceutical foil production. The proposed investment is expected to expand the kingdom’s aluminium downstream capabilities and strengthen its manufacturing base. Bahrain’s Ministry of Industry and Commerce signed a letter of intent with PG Foils for the project. The agreement was signed by Industry and Commerce Minister Abdullah bin Adel Fakhro and PG Foils Joint Managing Director Sahil Shah during the fourth edition of the Gateway Gulf expo, which opened on November 1 in Manama. Explore: The most comprehensive and forward-looking industry-focused report – Aluminum Foil Market Report Forecast Till 2035 Hosted by the Bahrain...
NALCO reports Q2 FY27 net sales of INR 53.8b, up 26.2% year-on-year
Net sales of National Aluminium Company Limited (NALCO) rose 26.2 per cent year-on-year to INR 53.80 billion (USD 567 million) in Q2 FY2026-27, compared with INR 42.6 billion (USD 449 million) in the same quarter last year. The company is set to discuss its unaudited results for the quarter and half-year ended September 30, 2026, during an earnings call scheduled for November 3. NALCO’s total income reached INR 56.7 billion (USD 598 million) in Q2 FY27, an increase of 27.5 per cent year on year. Operating expenses stood at INR 30.1 billion (USD 37 million), while earnings before interest, taxes, depreciation and amortisation (EBITDA) amounted to INR 26.6 billion (USD 280 million). Net sales in the preceding quarter, Q1 FY27, were INR 52.7 billion (USD 556 million). Explore the production,...
North American aluminum Zorba-Zurik scrap trade: Leading exporters and a shift in processing
North America's aluminium Zorba-Zurik scrap trade is evolving as major recyclers invest in advanced metal recovery technologies and international buyers seek consistent supplies of specification-compliant non-ferrous scrap . From established exporters such as CMR America, GP Harmon Recycling, and Sims Global Commodities to traders offering different Zorba grades and shipment volumes, the market is increasingly shaped by material quality, processing capabilities, and global demand. While India and Southeast Asia remain important destinations for North American scrap, the region’s leading processors are also expanding domestic sorting operations to produce higher-purity, furnace-ready materials. This dual approach is reshaping the competitive landscape for aluminum scrap exporters and...
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