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Alumina Price

Press Metal's product mix and upstream integration expected to lift profit margins
Downstream
Press Metal Aluminium Holdings Bhd is expected to strengthen its earnings in the coming years, with MBSB Research forecasting an improvement in net profit margins from 15.3 per cent in FY2026 to 16.6 per cent by FY2028. The research firm has initiated coverage on the company with a "buy" recommendation and a target price of RM9.78 (USD 2.40) per share, citing Press Metal's renewable-powered aluminium smelting operations, expanding upstream integration and exposure to long-term electrification ...
Alumina supply squeeze in northern China, glut in the south fuel cross-regional trade
Alumina
From tightness to oversupply in southwest China At the beginning of the year, the commissioning progress of new alumina projects in Guangxi fell short of expectations, compounded by temporary production cuts at several alumina plants in the southwest region, leading to persistently tight spot supply in the area. With this year's new alumina capacity primarily concentrated in Guangxi, the gradual ramp-up and release of these new capacities have recently eased the tight spot conditions in the s ...

Bauxite
Alcoa has announced plans to acquire South32's major alumina, bauxite and aluminium assets in a transaction with an upfront value of approximately USD 4.1 billion, significantly expanding its upstream aluminium portfolio. Under the agreement, Alcoa will acquire South32's interests in the Boddington bauxite mine and Worsley Alumina refinery in Western Australia, the Hillside aluminium smelter and the idled Bayside smelter property in South Africa, as well as the Mineração Rio do Norte (MRN) ...
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