Aluminium Smelter

A new rival for Rusal? Sual deal puts 150,000 tonnes of Russian aluminium in focus
24 OCT 20263MINS

A new rival for Rusal? Sual deal puts 150,000 tonnes of Russian aluminium in focus

Russia’s aluminium market could face a new competitive dynamic after Sual Partners signed a production-sharing agreement with state-controlled hydropower group RusHydro, potentially giving Sual access to up to 150,000 tonnes of aluminium from the Boguchany smelter in Siberia. The arrangement could challenge Rusal’s near 20-year dominance of Russia’s primary aluminium market, allowing Sual to target both domestic and overseas customers with the metal. The agreement, announced on October 15 during Russian Energy Week, provides for a production-sharing mechanism at the Boguchansky aluminium plant, which is co-owned by RusHydro. The arrangement could give Sual access to as much as a 50 per cent share of the smelter’s output, putting it in a position to compete directly with Rusal, its...

24 OCT 20264MINS

Hydro reports $965m Q3 EBITDA on strong aluminium prices and record Norwegian smelter output

Hydro reported higher adjusted earnings in the third quarter of 2026, supported by strong aluminium prices, record liquid metal production from its Norwegian smelters and improved performance in Recycling and Extrusions. Adjusted EBITDA rose to NOK 9 billion (USD 965 million) from NOK 8.92 billion (USD 957 million) in the second quarter, an increase of around 0.9 per cent quarter-on-quarter. Adjusted earnings per share increased to NOK 2.3 (USD 0.25) from NOK 1.0 (USD 0.11) in the third quarter of 2025, a rise of 130 per cent year on year. The company generated free cash flow of NOK 1.4 billion (USD 150 million) during the quarter. Strong adjusted EBITDA was partly offset by higher net operating capital, mainly due to increased metal prices, working capital requirements and prepayments....


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US aluminium industry highlights importance of domestic smelting capacity for national security
Primary AL

US aluminium industry highlights importance of domestic smelting capacity for national security

The United States needs a stronger domestic primary aluminium industry to support national security, military equipment and critical infrastructure, according to an economic analysis by Adam Hersh, an economist and research fellow at the University of Massachusetts. Hersh presented the findings at a press event in Washington, D.C. He highlighted the need for domestic production of high-purity aluminium used in military applications. He said the US currently has no operating smelters capable of producing this specialised aluminium, leaving the country reliant on overseas supplies and exposed to possible supply disruptions. The report points to a major change in US aluminium production over the past 25 years. In 2000, the country accounted for around 15 per cent of global aluminium...

Türkiye aluminium factory explosion injures two workers in Sakarya
Primary AL

Türkiye aluminium factory explosion injures two workers in Sakarya

An explosion in the foundry section of an aluminium factory in Akyazı district of Sakarya, Türkiye, on October 20 left two workers injured, with one sustaining serious injuries. A fire broke out following the explosion and was later extinguished by firefighters. The incident occurred at around 18:40 local time at the aluminium factory. The cause of the explosion remains unknown. Following the blast, flames spread in the factory, prompting the dispatch of a large number of fire brigade and medical teams to the site, as per industry sources. Fire extinguished as injured workers receive hospital treatment According to initial findings, two workers sustained injuries in the explosion, with one reported to be in serious condition. Medical teams transported the seriously injured worker to...

Aluminium Association calls for immediate action on Bipartisan Permitting Reform
Primary AL

Aluminium Association calls for immediate action on Bipartisan Permitting Reform

Johnson, president & CEO of the Aluminium Association, issued the following statement calling for action on the bipartisan American Affordability and Jobs Act: “America needs aluminium. As demand for this essential material continues to grow, we need common sense permitting reform to ensure that we can responsibly build out American both primary and recycled aluminium production. The Bipartisan American Affordability and Jobs Act represents an important opportunity to modernise our outdated permitting system, accelerate critical energy and infrastructure projects, and provide the certainty businesses need to invest in America. We applaud Senators Lee, Heinrich, Capito and Whitehouse for their leadership in advancing this commonsense legislation. Through our “America Needs Aluminium”...

EGA restarts 50% of Al Taweelah aluminium smelter, targets full production by Q1 2027
Primary AL

EGA restarts 50% of Al Taweelah aluminium smelter, targets full production by Q1 2027

Emirates Global Aluminium (EGA) has restarted 631 of the 1,262 reduction cells at its Al Taweelah aluminium smelter in the UAE, marking a major milestone in recovery efforts following an emergency shutdown on March 28 amid regional security developments that affected operations at Khalifa Economic Zone Abu Dhabi. The shutdown required a full evacuation of the Al Taweelah site, leaving molten aluminium frozen inside every reduction cell. EGA began restarting the first restored cell on May 26 and is now progressing across all three potlines simultaneously, with teams working to restore the remaining cells. Despite the scale of the disruption, EGA continues to expect the Al Taweelah aluminium smelter to return to full production during the first quarter of 2027. Abdulnasser Bin Kalban, Chief...

Aluminium prices return to February levels as supply-chain pressures persist
Primary AL

Aluminium prices return to February levels as supply-chain pressures persist

London Metal Exchange (LME) three-month aluminium prices have returned to just above USD 3,000 per tonne, close to their levels in early February, before US and Israeli military operations against Iran began. However, the apparent stability in prices masks continuing pressure across the physical aluminium supply chain, following Iranian missile attacks on Gulf smelters and disruptions to shipping through the Strait of Hormuz. Almost 3 million tonnes of aluminium production capacity has been knocked out by the disruptions. Eight months later, the market appears relatively unconcerned, with traders relying on rising output from Indonesia and increased Chinese exports of aluminium products to compensate for the shortfall until Gulf smelters recover and shipping through the Strait of Hormuz...

US produced 339kt aluminum in H1 2026: Can new projects change the outlook?
Primary AL

US produced 339kt aluminum in H1 2026: Can new projects change the outlook?

The US aluminum industry, through its troubled journey over the past four decades, has been holding on to its remaining active smelters to maintain domestic aluminum production. However, its production figures reveal how little ground it has regained. Stability has been a strong suit, with 339,000 metric tons produced in H1 2026, yet matching the volume recorded in H1 2024. With domestic primary production still constrained, the focus is shifting to whether the Century Aluminum’s Mt Holly restart and the proposed Oklahoma primary aluminum smelter can turn modest gains into a sustained supply revival. 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 ”...

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