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Top Stories

Aluminium Export

Hydro faces aluminium supply disruption with another force majeure declaration as Qatalum terminates agreement
Primary AL
Norsk Hydro has been hit by a second aluminium supply crisis leading to yet another force majeure in just three months after its Qatar joint venture, Qatalum, unexpectedly terminated a long-standing marketing agreement with the Norwegian producer, raising fresh concerns over the company's ability to meet customer commitments. The latest force majeure declaration follows an earlier notice issued in March 2026, when conflict-related disruptions in the Middle East interrupted natural gas supplie ...
Against the tariff odds, India’s aluminium exports to the US continue winning streak
Primary AL
Have the speculations of India’s staggering loss worth USD 4.56 billion from metal exports to the US post-tariffs come true? Statistics strongly disagree. In the January-March quarter (Q1) of 2026, India’s export value of primary aluminium to the United States surged by 43.64 per cent year-on-year to USD 154.66 million from USD 107.67 million. Is this upward streak likely to continue? Outlook strongly agrees. A striking improvement can be noticed in the cumulative export value of India’s prim ...

Primary AL
Trade flows across China’s major industrial commodities presented a mixed picture in May, with aluminium standing out as the strongest performer. Exports of aluminium and related products climbed to 632,000 tonnes, marking a 16 per cent increase compared with the same month last year and reaching their highest level since November 2024, according to data published by Morgan Stanley on Tuesday. The strength in aluminium exports appears to have been supported by disruptions to supply chains in ...
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Oil price jumps 8% after Iran’s Bab el-Mandeb block: Is aluminium next in line?
SupplementAL
03 Jun 2026
In the latest update on the Middle East conflict, Iran has reportedly intensified regional tensions with plans to block the Bab el-Mandeb Strait, shortly after suspending indirect negotiations with the US. The closure of a narrow trade route of the Strait of Hormuz soon shook the global market, sending oil prices soaring past USD 100 per barrel. Now, Iran’s latest move to block another crucial trade corridor is likely to further aggravate the present market trend. Discover: The Gulf alumini ...
Liquid aluminium proportion increased more than expectations in May, expected to edge up in June
Primary AL
01 Jun 2026
According to SMM statistics, China's aluminium production in May 2026 (31 days) was up 2.1 per cent YoY and up 3.8 per cent M-o-M. Although the pace of China's end-use demand recovery remained slow, the widening aluminium supply gap outside China significantly boosted domestic aluminium semis export demand, which in turn provided effective support for liquid aluminium consumption in China, driving apparent consumption to maintain positive growth. The proportion of liquid aluminium in China e ...
Rio Tinto sees aluminium exports to US efforts to recover pre-tariff volumes
Primary AL
30 May 2026
The impact of US trade measures on the global aluminium market continues to evolve, but for Rio Tinto, exports to the United States have largely returned to pre-tariff levels. According to Jérôme Pécresse, head of Rio Tinto’s aluminium operations, shipments from Canada to the US have recovered significantly after an initial adjustment period following the introduction of steep import duties. The company had previously redirected substantial volumes of Canadian aluminium to Europe when Washing ...
Geopolitical disruptions and structural demand: China's aluminium exports to rebound by 2026
Downstream
29 May 2026
1. Aluminium semis exports overview In April 2026, China's aluminium semis exports showed a strong rebound. According to customs data, April exports of aluminium semis (including aluminium extrusion, aluminium plate/sheet and strip, aluminium foil, etc.) reached 535,700 tonnes, up 20.9 per cent M-o-M and up 9.8 per cent Y-o-Y; exports of aluminium products (including aluminium wire, etc.) reached 318,000 tonnes, up 32.8 per cent M-o-M and up 7.8 per cent Y-o-Y. Cumulative aluminium semis expo ...
Hindalco sees rise in aluminium exports to Japan, Korea and Taiwan after West Asia supply disruptions
Downstream
26 May 2026
Hindalco Industries said its aluminium exports to Japan, South Korea and Taiwan have risen marginally after the West Asia conflict disrupted regional aluminium supply and pushed prices higher globally. According to the company, nearly 70 per cent of its aluminium output is consumed in the domestic Indian market, while exports account for around 25 to 30 per cent of total sales. Managing director Satish Pai said the company does not export aluminium directly to the Middle East, since the regi ...
Aluminium foil exports down 6% Y-o-Y in April; Full year export recovery remains in question
Downstream
25 May 2026
According to customs data, China's total aluminium foil exports (tariff codes 76071110, 76071120, 76071190, 76071900, 76072000) reached 114,400 tonnes in April 2026, up 10.5 per cent M-o-M but down 6.2 per cent Y-o-Y. Trade mode: In April 2026, China's aluminium foil exports via processing trade with imported materials were approximately 19,200 tonnes, accounting for about 16.8 per cent; exports via processing trade with supplied materials were approximately 7,500 tonnes, accounting for 6.6 p ...
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