SMM monthly review overseas primary aluminium projects: Concentrated commissioning in 2026-2027

Stock image for referential purposes only

In early June, according to public information, the Kazakh Prime Minister met with the Vice Chairman of Xinfa Group. Xinfa expected that, based on its entire industry chain industrial park construction plan, the project will create a highly integrated production system, achieving full chain production from raw materials to high value-added aluminium products by deeply processing bauxite.

After the project is put into operation, the annual alumina capacity is expected to reach 4.8 million tonnes and the aluminium capacity 2.4 million tonnes. With the announcement of this project, according to SMM's tally, total planned aluminium capacity outside China for 2026 and beyond reaches 20.72 million tonnes. 

Of this, in 2026, total planned aluminium capacity to be commissioned outside China is about 2.3 million tonnes, of which about 700,000 tonnes has been commissioned, and the remaining 1.6 million tonnes is expected to be commissioned in H2 2026.

In 2027, 3.555 million tonnes of new capacity is planned to be commissioned, with Indonesia accounting for about 67.5 per cent. The cumulative planned new capacity from 2026 to 2027 is about 5.855 million tonnes, accounting for 28.3 per cent of the total planned capacity for 2026 and beyond. 

Note: This article has been issued by SMM and has been published by AL Circle with its original information without any modifications or edits to the core subject/data.