Aluminium Demand And Consumption

China trade imbalance hits aluminium: India’s imports rise as exports slide
26 OCT 20264MINS

China trade imbalance hits aluminium: India’s imports rise as exports slide

India’s trade deficit with China crossed USD 100 billion in the first nine months of 2026 as imports continued to outpace exports, with aluminium trade data showing a widening imbalance in the latest available period. While India’s overall exports to China recorded strong growth between January and September, the value of its aluminium exports to the neighbouring country declined year on year through July, even as aluminium imports from China increased. Data released by China’s General Administration of Customs showed that bilateral trade rose 25.4 per cent to USD 144.45 billion between January and September 2026. India’s imports from China increased 23.3 per cent to USD 125.19 billion, while exports to China grew 40.7 per cent to USD 19.26 billion. Despite the rise in exports, the trade...

25 OCT 20266MINS

Demand is flying, but margins aren't: Kaiser Aluminum’s Q3 dilemma

Kaiser Aluminum is seeing stronger demand across aerospace, defence, packaging and semiconductor-related markets, with customer bookings extending into 2027. However, the aluminium producer’s latest results highlight a challenge: converting rising shipments and record conversion revenue into stronger profitability as planned outages, lower scrap utilisation and startup costs weigh on margins. The company reported third-quarter 2026 shipments of 300 million pounds, up from 270 million pounds in the same period last year, while conversion revenue climbed 25 per cent year-on-year to a record USD 439 million from USD 351 million. Net sales reached USD 1.21 billion. Despite the growth, adjusted EBITDA increased by only USD 3 million year-on-year to USD 84 million. A USD 29 million unfavourable...


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North and South America’s 5xxx aluminium FRP consumption: Growth drivers and market challenges to 2032
Downstream

North and South America’s 5xxx aluminium FRP consumption: Growth drivers and market challenges to 2032

The 5xxx series of aluminium alloys is valued for its corrosion resistance, strength-to-weight ratio and excellent weldability. These properties make 5xxx-series flat-rolled products (FRP), excluding foil, suitable for applications exposed to demanding operating conditions, including shipbuilding, offshore structures, marine equipment, automotive components and construction. The alloys also offer fabrication flexibility, supporting their use in structural applications and potentially in aerospace. Demand for these products is expected to increase across North and South America through 2032, although the two regions present distinct market opportunities. North America is set to maintain its position as the larger consumer, supported by established manufacturing industries, electric vehicle...

Germany exports 86% of TRIMET’s aluminium production despite 1.84Mt domestic demand from automotive, packaging & extrusion industries
Primary AL

Germany exports 86% of TRIMET’s aluminium production despite 1.84Mt domestic demand from automotive, packaging & extrusion industries

Germany’s last remaining primary aluminium producer, TRIMET Aluminium SE, has a combined nameplate capacity of approximately 540,000 tonnes per year across its German and French smelters. Yet Germany exported 466,756 tonnes of unwrought primary aluminium in 2025, equivalent to 86.44 per cent of that combined capacity. Exports reached 501,678 tonnes in 2023 and 449,590 tonnes in 2024, while shipments totalled 273,080 tonnes between January and July 2026. The comparison presents an intriguing picture of Germany’s aluminium industry. Despite having a limited primary smelting base, the country continues to export hundreds of thousands of tonnes of unwrought aluminium annually. At the same time, it imported 2 million tonnes of primary aluminium in 2025, more than four times its exports. Why...

PyroGenesis completes seven-system aluminium dross recovery deployment in Saudi Arabia
Downstream

PyroGenesis completes seven-system aluminium dross recovery deployment in Saudi Arabia

PyroGenesis Inc. has completed the deployment of seven Drosrite aluminium dross recovery systems at a new purpose-built plant in Saudi Arabia, fulfilling its original contract with Radian Oil and Gas Services Company. The systems can collectively process up to 45,000 tonnes of aluminium dross annually, including the company’s first two 10,000-tonne-per-year units. The Montreal-based technology provider announced on October 15, 2026, that the final four systems were installed and operational at the facility, located within what the company describes as the world’s largest vertically integrated aluminium production complex. The completed installation comprises two 5,000-tonne-per-year systems and two 10,000-tonne-per-year systems. The larger units are the first of their capacity to be...

South32 shareholders approve aluminium asset sale worth $5.6b to Alcoa
Primary AL

South32 shareholders approve aluminium asset sale worth $5.6b to Alcoa

South32 shareholders have overwhelmingly backed the proposed sale of the company’s aluminium value chain assets to Alcoa for up to USD 5.6 billion, with proxy votes recording 99.18 per cent support for the transaction at the company’s Annual General Meeting (AGM) on Wednesday. The disposal covers South32’s interests in Worsley Alumina, Hillside Aluminium, the MRN bauxite mine, the Brazil Alumina refinery and the Brazil Aluminium smelter. According to the company’s statement, the transaction is expected to be completed in the second half of fiscal year 2027, subject to the satisfaction of relevant conditions. The vote marks a significant step towards the transfer of the assets to Alcoa, spanning bauxite mining, alumina refining and primary aluminium production. Explore the production,...

Aluminium falls 1.4% as easing Hormuz restrictions raise supply expectations
Primary AL

Aluminium falls 1.4% as easing Hormuz restrictions raise supply expectations

Aluminium prices declined by 1.4 per cent to INR 320.25 (USD 3.37) as easing restrictions on passage through the Strait of Hormuz reduced concerns over supply disruptions in the Gulf region. According to Kedia Advisory, the decline also reflected expectations of recovering smelter operations, higher Indonesian production and rising Chinese exports. The softer price outlook comes despite falling visible inventories, which continue to provide underlying support to the market. Aluminium exports from Indonesia exceeded 150,000 tonnes in August, while Chinese aluminium exports increased by 17.2 per cent year on year, adding to expectations of improved global availability. According to Citi, accelerating supply growth outside China could shift the global aluminium market from a deficit of...

Kaiser Aluminum declares $0.77 quarterly dividend, payable November 13
Primary AL

Kaiser Aluminum declares $0.77 quarterly dividend, payable November 13

Kaiser Aluminum Corporation has declared a quarterly cash dividend of USD 0.77 per share, with payment scheduled for November 13, 2026, according to a company press release. The dividend will be paid to shareholders of record as of the close of business on October 23, 2026. Headquartered in Franklin, Tennessee, Kaiser Aluminum produces semi-fabricated specialty aluminium products for customers across aerospace, high-strength applications, packaging, general engineering, automotive extrusions and other industrial markets. Its North American facilities manufacture a range of products, including plate, sheet, coil, extrusions, rod, bar, tube and wire. Kaiser Aluminum's stock is included in the Russell 2000 and S&P Small Cap 600 indices. Find the right unwrought aluminium for your business....

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