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Mexico launches second anti-dumping sunset review on Chinese aluminium cookware
End User

Mexico launches second anti-dumping sunset review on Chinese aluminium cookware

Mexico has initiated a second anti-dumping sunset review on aluminium cookware from China, while existing duties will remain in force throughout the proceeding. Mexico’s Ministry of Economy has initiated a second anti-dumping sunset review covering aluminium cookware originating in China, following a formal request from domestic producer Vasconia Brands, S.A. de C.V. The review examines whether the existing trade-remedy measures on Chinese aluminium cookware should remain in place. The products covered by the proceeding fall under tariff code 7615.10.02 of Mexico’s TIGIE. Mexico sets dumping and injury review periods The dumping investigation covers the period from July 1, 2025, through June 30, 2026, while the injury analysis spans July 1, 2021, to June 30, 2026. Explore AL Circle’s...

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Aluminium gains 1.1% as oil surge drives New Zealand commodity prices

The ANZ World Commodity Price Index rose 0.6 per cent month on month and 1.0 per cent year on year, with prices increasing across most categories. The rise was largely driven by higher energy prices, while a weaker New Zealand dollar pushed the index in local-currency terms up 2.8 per cent. Oil surge lifts aluminium prices along with milk powder Aluminium benefited from supply disruption linked to the Middle East conflict. Prices rose 1.1 per cent during September and are around 23 per cent higher year on year, with production and exports in the region remaining disrupted. Dairy prices increased 1.0 per cent in September, led by skim milk powder. Prices for the product jumped 9.2 per cent month on month and are now 41.1 per cent higher than a year earlier. ANZ said milk powder prices are...


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Mexico nears lower US aluminum and steel tariff deal finalisation as effective rates could fall to 5%
Primary AL05 OCT 2026

Mexico nears lower US aluminum and steel tariff deal finalisation as effective rates could fall to 5%

Mexico is approaching the final stages of negotiations with the United States on reducing tariffs on aluminum and steel products, with officials indicating that a deal could significantly lower the effective tariff burden on Mexican exporters. Luis Rosendo Gutiérrez, Mexico’s undersecretary of foreign trade, said talks had made progress during the National Auto Parts Industry congress. Discussions covering the automotive sector are targeting a 15% tariff, which could fall to an effective rate of around 4% to 5% after deductions linked to regional value content. The potential reduction would bring Mexico closer to tariff levels faced by competitors including Japan, South Korea and Germany, improving the position of Mexican suppliers in the US market. Explore the production, demand and...

Vedanta Aluminium faces $10/tonne cost rise after Odisha HC ruling: CLSA
Primary AL05 OCT 2026

Vedanta Aluminium faces $10/tonne cost rise after Odisha HC ruling: CLSA

CLSA expects the Odisha High Court’s dismissal of Vedanta Aluminium Metal’s bauxite petition to have a muted medium-term impact, despite a potential one-time liability and higher aluminium production costs. The Odisha High Court dismissed Vedanta Aluminium’s petition seeking bauxite supplies from Odisha Mining Corporation (OMC) at the historical rate of INR 1,000 (USD 10.38) per tonne. CLSA said the order could result in a one-time financial impact of up to USD 290 million, including interest, while also increasing the company’s aluminium production costs. The brokerage estimated OMC’s claim for historical dues at around INR 2,500 crore (USD 59.50 million) before tax, excluding interest. Including interest, the one-time impact could reach USD 290 million, equivalent to around 2.8 per cent...

Gulf production recovery falters, China steps up as OCBC raises aluminium forecast to $3,150
Primary AL05 OCT 2026

Gulf production recovery falters, China steps up as OCBC raises aluminium forecast to $3,150

OCBC has raised its end-2026 aluminium price forecast to about USD 3,150 per tonne from USD 3,050, citing a slower-than-expected recovery in Gulf production, although strong Chinese output is expected to continue offsetting supply disruptions. Three-month aluminium on the London Metal Exchange (LME) fell 0.9 per cent month-on-month in September to USD 3,214 per tonne as of September 29, remaining 2 per cent above OCBC’s third-quarter forecast of USD 3,150. The cash-to-three-month spread was broadly unchanged at a USD 7.40-per-tonne contango, compared with USD 7.60 at the end of August. The spread suggests limited urgency for immediate metal supply despite a continued decline in global exchange inventories. Gulf aluminium recovery loses momentum OCBC said aluminium production across the...

South Korea’s aluminium foil imports hit five-year high at 57kt in YTD July 2026 as China drives 96% of new volume
Downstream05 OCT 2026

South Korea’s aluminium foil imports hit five-year high at 57kt in YTD July 2026 as China drives 96% of new volume

South Korea’s aluminium foil market has entered a stronger phase in 2026, with imports reaching their highest level in five years. But the trade data points to a more specific shift beneath the headline growth: most of the additional aluminium foil entering South Korea is coming from China. South Korea imported 57,261.18 tonnes of aluminium foil from the world in YTD July 2026, up 23.94 per cent from 46,201.68 tonnes in YTD July 2025. Imports stood at 50,840.22 tonnes in YTD 2022, 43,145.18 tonnes in YTD 2023 and 47,238.94 tonnes in YTD 2024, before slipping to 46,201.68 tonnes in 2025, as per ITA. The return to growth is clear, but the supplier data reveals where that recovery is coming from. China supplies 92% of South Korea’s aluminium foil imports China supplied 52,751.81 tonnes of...

EGA announces first Guinean bauxite shipment under renewed agreement on way to UAE
Bauxite05 OCT 2026

EGA announces first Guinean bauxite shipment under renewed agreement on way to UAE

Emirates Global Aluminium, the largest industrial company in the United Arab Emirates outside oil and gas, today announced that the first shipment of Guinean bauxite under a renewed agreement with Compagnie des Bauxites de Guinée is on its way to the UAE. Some 66 thousand tonnes of bauxite were loaded onto a Panamax vessel at Kamsar in late August. The renewed agreement between EGA and Compagnie des Bauxites de Guinée is for up to 4.9 million tonnes per year of bauxite until 2044. Bauxite is the feedstock for alumina refineries. His Excellency Bouna Sylla, Minister of Mines and Geology of the Republic of Guinea, said: “The first bauxite shipment of Guinean bauxite to the UAE following the entry into force of the Global Settlement Agreement marks an important milestone in a new...

Novelis aluminum supply recovery clears way for higher Ford F-150 production
End User05 OCT 2026

Novelis aluminum supply recovery clears way for higher Ford F-150 production

Novelis’ recovery of its aluminum operations in Oswego, New York, has helped restore supply for Ford’s F-150 pickup production, with the automaker now sourcing aluminum from the plant again as production ramps up. Ford CEO Jim Farley said the automaker is “fully recovered” from the supplier disruption and has been building F-150 pickups with aluminum sourced from the Novelis Oswego plant for around four weeks. The development marks a significant step in the recovery of the aluminum supply chain supporting Ford’s F-Series trucks. Novelis is a major aluminum supplier for the F-150 and Super Duty, with the metal used extensively in the vehicles’ construction. To know the aluminium casting demand forecast in the transportation sector, explore our report " Global Aluminium Casting Market...

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NALCO pays record ₹11b dividend to government as Angul Aluminium Park draws investor interest
Primary AL29 SEPT 2026

NALCO pays record ₹11b dividend to government as Angul Aluminium Park draws investor interest

National Aluminium Company Limited (NALCO) has paid INR 11 billion (USD 114 million) in dividend to the Government of India for FY26, marking the company’s highest-ever payout. The company declared a total dividend of INR 21 billion (USD 219 million) for FY26, including one final dividend and three interim dividends. This represents a 230 per cent payout on equity shares with a face value of INR 5 (USD 0.052) each. The dividend cheque was handed over to Union Minister G. Kishan Reddy at an investor roadshow in Kolkata on September 28, 2026. NALCO reported a profit after tax of INR 58 billion (USD 604 million) for FY26. Explore the production, demand and consumption forecasts of bauxite and alumina in our report: " Global Bauxite & Alumina Market Forecast to 2036: Supply–Demand, Trade...

Rio Tinto to market RevoCast’s low-carbon aluminium billet from new British Columbia facility
Sustainability29 SEPT 2026

Rio Tinto to market RevoCast’s low-carbon aluminium billet from new British Columbia facility

RevoCast’s newly commissioned aluminum billet facility in British Columbia is set to supply more low-carbon extrusion material to North American manufacturers through a new agreement with Rio Tinto. The Langley plant, which began operations in August 2026, can produce more than 80,000 metric tons of 6xxx-series aluminum billet annually. Under the agreement, Rio Tinto will exclusively market the billet, which combines low-carbon primary aluminum produced using hydropower at Rio Tinto’s Kitimat operations with recycled aluminum processed by RevoCast. The partnership will give manufacturers access to billet with recycled and low-carbon content while supporting regional supply chains and greater circularity in British Columbia’s construction sector. To know the global production, demand and...

80Mt bauxite, 13 years later: Vedanta renews Niyamgiri mining push in Odisha
Bauxite28 SEPT 2026

80Mt bauxite, 13 years later: Vedanta renews Niyamgiri mining push in Odisha

Leading Indian aluminium producer Vedanta has renewed its push to revive bauxite mining at Odisha’s Niyamgiri hills, about 13 years after the proposed project was shelved. With Niyamgiri hosting around 80 million tonnes of bauxite reserves, the renewed proposal brings the resource potential of the Kalahandi-Rayagada belt back into focus. Vedanta Chairman Anil Agarwal discussed reopening the Niyamgiri bauxite mining project with Odisha Chief Minister Mohan Charan Majhi in Bhubaneswar on September 26. Agarwal mentioned that the discussion addressed employment opportunities for involved tribal communities. “Today it was discussed for reopening of Niyamgiri. The affected tribals should be given jobs,” Agarwal stated. The state government also indicated that steps would be taken towards the...

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