Brazil
Alurion’s Amargosa bauxite project gets clearance for 11.5Mtpa road haulage
Alurion Resources has cleared a key logistics hurdle for its Amargosa bauxite project in Brazil, with an independent study confirming that Bahia’s public road network can support haulage of up to 11.5 wet million tonnes per annum (Mtpa). The assessment by transport engineering firm Engimind covers three potential haulage levels of 5.75, 8.625 and 11.5 wet Mtpa. Its findings double the original scoping study base case and give Alurion a defined road route as it advances towards a Prefeasibility Study (PFS) targeted for mid-2027. Road capacity supports higher Amargosa volumes The study confirmed the northern route to the Port of Enseada via the BR-101 highway as suitable for the project. The route is about 160km from the North District and 220km from the Central District. Importantly, the...
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...
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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.
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News
Alcoa strikes $3.1b cash-and-stock deal for South32’s key aluminium assets
Alcoa Corporation is acquiring South32’s key aluminium assets in a USD 3.1 billion deal in cash plus 17,008,960 Alcoa shares, expanding its upstream aluminium portfolio across Australia, Brazil and South Africa. The transaction will also give South32 and its shareholders an equity interest in the enlarged Alcoa business, while backing South32’s broader shift towards copper and other base metals. The update follows Alcoa’s decision to acquire South32’s aluminium value-chain assets with an implied enterprise value of up to USD 5.6 billion. Under the proposed transaction, South32 will initially receive about 6 per cent of Alcoa’s outstanding common stock. At least half of these shares are expected to be distributed to South32 shareholders through an in-specie dividend. Depending on South32’s...
Alcoa files SEC registration for $5.6b South32 alumina, aluminium and bauxite asset deal
Alcoa has moved its proposed acquisition of South32's bauxite, alumina and aluminium interests forward with a US SEC filing, with the transaction carrying an implied enterprise value of up to USD 5.6 billion. Alcoa Corporation has filed a Form S-4 registration statement with the US Securities and Exchange Commission (SEC) in connection with its proposed acquisition of South32 Limited's interests across the bauxite, alumina and aluminium value chain. Under the transaction agreed on June 30, 2026, Alcoa will pay South32 USD 3.1 billion in upfront cash and about USD 1.0 billion in Alcoa shares, while also assuming around USD 750 million in net debt and lease liabilities. A further USD 750 million in contingent cash consideration could become payable depending on alumina and aluminium prices...
AL Circle analysis: From cans and NEVs to extrusion, shifting end-use demand reshapes aluminium’s growth story
The aluminium industry is entering the second half of 2026 with demand signals moving in different directions. Beverage cans are finding new consumption opportunities in Brazil, extrusion demand remains resilient in key markets, and aluminium producers are benefiting from firmer prices. At the same time, tariffs and trade-policy uncertainty are adding cost pressure, while automakers and packaging companies are placing greater emphasis on aluminium’s role in lower-carbon products. Demand: New consumption patterns open fresh opportunities Brazil’s beverage can market is maintaining a positive trajectory in 2026, with 16.4 billion cans sold in the first half and full-year growth expected in the low single digits. The more interesting development, however, is the changing beverage mix. Beer...
Alurion begins PFS field programme at Amargosa bauxite-gallium project
Alurion Resources has started infill drilling and bulk-sample trenching at its Amargosa Bauxite-Gallium Project in Bahia, Brazil, as the newly listed company advances the asset toward a targeted mid-2027 pre-feasibility study. The field programme marks a shift from defining the project’s resource base to gathering the technical, metallurgical and logistics data needed to assess a potential direct-shipping bauxite operation. Alurion is also holding preliminary, non-binding discussions with alumina and aluminium groups in Brazil, China and the Middle East on possible offtake and partnership opportunities. Drilling targets PFS resource upgrade The programme includes 203 auger drill holes for 2,436 metres, 20 diamond twin holes for 800 metres and up to 16 bulk-sample trenches across the...
Brazil’s aluminium beverage can market tracks shifting consumption patterns, maintains positive 2026 outlook
Brazil’s aluminium beverage can market is maintaining a positive outlook for 2026, with full-year growth expected in the low single digits. In the first half, 16.4 billion cans were sold in the country, during a period marked by shifts in the beverage industry, with new categories and consumption occasions gaining ground. The market’s evolution comes in a year shaped by factors that could boost beverage demand, including the FIFA World Cup, elections and expectations of higher temperatures. While these drivers have yet to deliver their full anticipated impact, the outlook remains positive, supported by the diversification of consumption occasions and the can’s ability to adapt to emerging trends. Beyond traditional categories such as beer and soft drinks, other beverages are expanding...
US backs Serra Verde rare earth with $750m, aims to reduce China dependence
The US Department of War has committed USD 750 million to back rare earth supplies from Brazil’s Serra Verde, as Washington moves to build a more secure, China-independent supply chain for critical minerals used in defence, energy, aerospace and advanced manufacturing. The investment will support an offtake agreement for mixed rare-earth carbonates (MREC) from Serra Verde’s Pela Ema Project in central Brazil. The funding forms part of a broader USD 1.55 billion initiative mobilised by the Department of War’s Economic Defense Unit. China’s rare earth supply chain is at present a point of dominance over the world seeking rare To learn about the market potential of aluminium dross, explore “ ALuminium Dross Processing: Generation, Recovery & Strategic Roadmap ” Shaping the USD 1.55 billion...
Interviews
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Rafael Aun Ming
AL Circle x Rafael Aun Ming: A deep dive into clean energy beverages, aluminium packaging, and circular global growth
Otavio Augusto Rezende Carvalheira
AL Circle x Otavio Augusto Rezende Carvalheira: Insights on Brazil’s aluminium recycling leadership, circularity systems and global scrap market dynamics
Tim Ebner
AL Circle x Tim Ebner: Driving higher US aluminium can recycling through community engagement, policy & innovative initiatives
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