Aluminium
Asian aluminium premium slips to $202/t as MJP Q4 offers fall to $245–260
Asian aluminium premiums are facing more pressure ahead of Q4 talks. CRU’s Asia CIF aluminium premium is now USD 202 per tonne, well below the USD 395 per tonne Main Japanese Port (MJP) Q3 benchmark. MJP Q4 offers have also dropped sharply. They fell from USD 325 per tonne in early September to USD 245–260 per tonne as the new quarter approaches. This shows weaker sentiment in the market. Aluminium premiums are under pressure across Asia, especially in Korea, Malaysia and Taiwan. These markets are more exposed to spot price changes, so premiums can move quickly when supply or demand changes. Explore the production, demand and consumption forecasts of bauxite and alumina in our report: " Global Bauxite & Alumina Market Forecast to 2036: Supply–Demand, Trade Flows & Price Outlook " Premiums...
EU-India FTA, CBAM and carbon costs: Can Indian aluminium crack the European market?
A former Deputy Secretary General of the European Parliament and Director of the EPP Group, Paolo Licandro, has extensive experience in European policymaking, international relations, industry, energy and EU affairs. He is currently the Founder and CEO of eEuropa Belgium and Editor of eEuropa.Blog. He has worked with European prime ministers, ministers and EU commissioners and has held senior roles covering EU enlargement, Mediterranean and Middle East relations, and industry, research and energy. A nuclear engineer, he holds a master’s degree from Politecnico di Milano and has worked with ENI, ARS-Pragma and the EU Joint Research Centre. In this interview, Paolo Licandro shares his perspective on EU–India aluminium trade, CBAM and the opportunities for Indian producers in Europe. AL...
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A report that reveals where the aluminium casting industry is heading and how businesses can act.
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A report that reveals where the aluminium casting industry is heading and how businesses can act.
LEARN MOREGermany’s aluminium FRP consumption reaches 1.68 Mt as 2025 trade surplus tops $3.1 billion
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Heeney Capital brings 15,000 tons of Venezuelan aluminum to Louisiana, reviving US supply corridor
A 15,000-ton shipment of primary aluminum from Venezuela has arrived at the Port of Avondale in New Orleans, Louisiana, marking the first Venezuelan aluminum shipment to the United States in nearly a decade and potentially reopening a long-dormant supply route between the two countries. The cargo was unloaded on October 5 in an event attended by US Secretary of the Interior Doug Burgum, House Majority Leader Steve Scalise and Representative Julia Letlow. The shipment is part of a broader commercial initiative involving US investment firm Heeney Capital and commodity trader Mercuria Energy Group, with the aluminum produced by Venezuela’s state-owned CVG Venalum. The shipment is considerably larger than Venezuela’s last reported US-bound aluminum cargo. The country last shipped primary...
Hydro’s Alunorte gas disruption could cost $210m across Q3 and Q4
Alunorte, Hydro’s alumina refinery in Brazil, has cut alumina production to 50 per cent after disruptions to its natural gas supply from CELBA. The disruption could cost Hydro’s Bauxite & Alumina business up to USD 100 million in Q3 2026. Alunorte could also face another USD 110 million impact in Q4 due to higher gas costs. CELBA informed Alunorte in August 2026 that it was facing disruptions to natural gas supplies. The refinery has not received the gas covered by its contract and is now buying gas at spot market prices. Alunorte has cut production to 50 per cent to match the gas currently available. The refinery has asked for direct access to the Barcarena LNG receiving and regasification terminal. Join the fourth edition of webinar " Hedging for recyclers - Become an expert in 6 hours...
Press Metal profit jumps 51% as Middle East aluminium curtailments lift the premiums
Southeast Asia’s largest integrated aluminium producer extended its record earnings run as higher aluminium prices, regional premiums and Middle East supply disruptions supported performance. Press Metal Aluminium Holdings Bhd has extended its record earnings streak into 2026, with the Southeast Asian aluminium producer posting a 51 per cent year-on-year increase in net profit to MYR 1.43 billion (USD 350.78 million) in 1HFY2026. The company had already delivered back-to-back record profits in FY2024 and FY2025, supported by higher aluminium prices, increased sales volumes and a more favourable cost environment. Its latest performance comes as the global aluminium market remains tight, with RHB Research expecting a deficit of around 900,000 to one million tonnes in 2026. Press Metal’s...
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...
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...
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...
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