Canada
Rio Tinto Q3 2026: 10% alumina growth offsets 4% bauxite dip; aluminium output stays firm
Rio Tinto’s third-quarter (Q3) 2026 production results report contrasting trends across its aluminium value chain, with bauxite production declining 4 per cent year-on-year (Y-o-Y), alumina output amounting to 6.11 million tonnes and primary aluminium stood at 2.52 million tonnes. The company maintained its full-year 2026 production guidance for all three commodities, while highlighting operational improvements, upcoming refinery constraints and progress on Pacific aluminium smelter repowering. Rio Tinto Chief Executive Simon Trott stated, “We delivered strong operational performance in the third quarter.” He further highlighted progress on decarbonisation, noting that the company’s “Pacific Aluminium smelter repowering arrangements” were “now well progressed.” Explore the production,...
Aluminum to replace diesel? Canada grants $2.81m for AlumaPower’s energy-generation tech
AlumaPower, Canada’s Sarnia-based manufacturer of aluminum-powered generators, has secured a C$4 million ($2.81 million) federal grant to advance its technology towards commercial launch. The funding, provided through the Federal Economic Development Agency for Southern Ontario (FedDev Ontario) under the Regional Defence Investment Initiative (RDII), would be reinforcing the company’s expansion into defense and telecommunications markets. Moving away from the traditional power-generating feedstock of diesel, the development also sends a signal to securing a greener future with aluminum recycling. Recycled aluminum technology moves towards market AlumaPower’s generator system uses recycled aluminum to produce electricity and has been under development with the Canadian military for the...
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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 automotive industry drives 32.8% of aluminium consumption as EV production rises 23%, led by Volkswagen, BMW & Mercedes-Benz
AL Circle Analysis: US scrap imports hit 580kt as China slips 3.2%, who drives aluminium recycling?
A should-cost analysis of an aluminium tower furnace in India: Comparing the economics of LPG, PNG, and electric energy sources
Germany’s construction aluminium demand falls 12%, but 2027 recovery and recycling offer fresh growth prospects
AL Circle analysis: Germany’s aluminium trade surplus, Novelis’ US expansion, Asia’s EV demand & India’s underutilised downstream capacity
News
US aluminum maker Shapes Unlimited faces up to $5m in extra costs as tariffs and Iran conflict bite
US aluminum product manufacturer Shapes Unlimited faces up to $5 million in additional costs this year as President Donald Trump’s tariffs and rising freight charges linked to the conflict involving Iran add pressure to American manufacturers. The Ohio-based company is among businesses grappling with higher input and transportation costs, while uncertainty over US trade policy and deteriorating relations with Canada complicate planning and expansion. Although some American manufacturers have benefited from higher barriers facing foreign competitors, others are struggling to absorb additional expenses and maintain growth. Doug Rende, chief executive of Shapes Unlimited, told AFP that the combined pressures had become increasingly difficult to manage. “Frustrating would be one word,” Rende...
$1.5b Quebec AP60 expansion puts Rio Tinto at heart of low-carbon aluminum race
The low-carbon aluminum market has stepped into a more competitive phase as producers invest in cleaner smelting technologies, renewable power and new downstream applications. Rio Tinto’s $1.5 billion AP60 smelter expansion in Quebec is the latest major development, adding around 160,000 metric tons per annum (MPTA) of primary aluminum capacity when fully operational by the end of 2026. The project will lift total AP60 production at Complexe Arvida to about 220,000 MPTA while supplying lower-carbon aluminum to transportation, construction, electrical and consumer-goods customers. The Quebec expansion is expected to cut emissions by approximately 290,000 MPTA compared with the older Arvida technology, strengthening the case for energy-efficient, hydropower-based primary aluminum...
US alumina imports reach 712kt in H1 2026, up 2.7% despite Q2 decline
Alumina imports in the United States increased in the first half of 2026 compared with the same period in 2025, although imports fell sharply in the second quarter. Total imports reached 712,000 tonnes in H1 2026, up 2.7 per cent from 693,000 tonnes in H1 2025. The H1 2024 total was 495,000 tonnes. Imports in Q1 2026 reached 446,000 tonnes, up 32 per cent from 337,000 tonnes in Q1 2025. However, imports dropped to 266,000 tonnes in Q2 (a 25 per cent decline) from 356,000 tonnes in the same quarter a year earlier. Brazil remains the largest supplier Brazil remained the largest exporter of alumina to the US during the period covered by the data. Its shipments reached 568,000 tonnes in H1 2026, around 5 per cent increase from 542,000 tonnes in H1 2025. In H1 2024, Brazil supplied 430,000...
US aluminum scrap imports jump to 580kt in H1 2026; Canada leads with 64% share
The US aluminum industry is becoming increasingly dependent on aluminum scrap, with the Aluminum Association noting that 85% of aluminum produced in the US comes from secondary sources. Against this backdrop, US imports of aluminum scrap have continued to rise year-on-year. During January-June, or the first half (H1) of 2026, the US imported 580,000 metric tons of aluminum scrap, valued at $2.07 billion. The US-Canada trade relations are a recurring headline with tariff and duty updates from both sides. Interestingly, when it comes to aluminum scrap trade, Canada accounts for a staggering 63.62% share as a supplier to the US. Join the fourth edition of the webinar "Hedging for recyclers - Become an expert in 6 hours" by Jorge Dyszel. The H1 growth chart: 2026 vs 2025 vs 2024 Comparing the...
European aluminium premium hits $574/t as potential US tariff cut raises Canadian supply fears
European aluminium premiums have climbed to their highest level in almost four months as the market weighs the potential impact of lower US tariffs on Canadian aluminium supplies. The front-month COMEX European duty-paid aluminium premium rose 10 per cent to USD 574 per tonne on October 1, Thursday, according to LSEG data. The premium, which is paid on top of the London Metal Exchange (LME) aluminium price for physical metal, reached its highest level since June 8. Canadian metal flows drive European supply concerns The European premium has risen in recent weeks amid reports that the US could reduce its 50 per cent tariff on Canadian aluminium imports to 25 per cent. A lower tariff could make the US market more attractive to Canadian producers, potentially reducing the metal available to...
Aluminum investment across North America and Asia: Who leads reshaping the next phase of growth?
Aluminum investment has been spreading across the entire value chain, from primary smelting and alumina refining to recycling, rolling, extrusion and battery foil, building more integrated and higher-value supply chains. During the past 5 years, the US and Canada in North America and China in Asia have been grabbing headlines pertaining to the aluminum industry. These updates have involved growth stories or have shed light on volatile market situations. How have these headlines contributed to a greater picture for the benefit of the aluminum industries of the two continents? Between 2021 and 2026, major projects across North America and Asia have targeted new primary capacity, lower-carbon production, recycled aluminum and higher-value downstream products. But the investment pattern is...
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