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AL Circle analysis: How do Germany’s 32.8% automotive aluminium share, 40% Diet Coke can price rise & 3.54Mt North American extrusion demand matter?
Aluminium’s downstream and end-user world is having one of those fortnights where a beer can, a luxury sports car, a German construction site and an Indian furnace all end up in the same conversation. The metal may begin its life far upstream, but its real fuss is playing out in cans, cars, extrusions, buildings and factories, where tariffs, trade policy, energy costs and demand cycles decide who wins. This fortnight highlights that aluminium demand is moving towards electric vehicles, lightweight transport and long-life infrastructure, even as packaging and construction feel the pinch of cost and weak activity. Meanwhile, producers from Vietnam to New Zealand are arguing over the oldest question in the business of how much protection, taxation or openness does a downstream industry need...
AL Circle Analysis: Guinea’s 150Mt bauxite cap, China’s import swings, US tariffs draw aluminium Q4’26
The global aluminium supply chain is facing a series of changes that extend from bauxite mines and alumina refineries to smelters, regional premiums and finished-metal trade. In 2026, the market’s direction is being shaped not only by production volumes but also by freight costs, export restrictions, shifting Chinese demand and tariffs. Developments across Guinea, Australia, China, Europe and North America point to a market where access to supply is increasingly as important as the availability of raw materials. Bauxite supply: Guinea’s cap meets a well-stocked China, but is it stable? Guinea remains central to the seaborne bauxite market, with its shipment connections to China demonstrating the importance of reliable logistics. A new sea-rail route has enabled a Guinea bauxite shipment...
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A report that reveals where the aluminium casting industry is heading and how businesses can act.
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LEARN MOREEurope’s recycled aluminium production: Germany, Italy and the UK anchor a competitive market
Global EV sales to hit 35.4 million by 2030, with aluminium usage forecast to rise 38% in North America & 79% in China
AL Circle analysis: How do Germany’s 32.8% automotive aluminium share, 40% Diet Coke can price rise & 3.54Mt North American extrusion demand matter?
AL Circle Analysis: Guinea’s 150Mt bauxite cap, China’s import swings, US tariffs draw aluminium Q4’26
EU approves Germany’s power relief instrument: Could aluminium producers save €459m annually?
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AAC welcomes Canada’s implementation of smelt and cast reporting for aluminium imports
The Aluminum Association of Canada (AAC) welcomes the integration of country of smelt and cast reporting into Canada’s Aluminum Import Monitoring Program (AIM), effective October 1, 2026. This milestone strengthens transparency across aluminium supply chains and equips authorities with better information to monitor trade flows and identify potential circumvention. The new requirements build on Canada’s progressive development of its aluminium import monitoring framework: • September 1, 2019: Canada launched AIM under General Import Permit No. 83, following the Canada–US joint statement on steel and aluminium trade. • Summer 2024: Global Affairs Canada (GAC) consulted stakeholders on collecting and publishing country of smelt and cast information. • July 31, 2025: Under a separate trade...

US aluminum tariffs raise Canadian craft brewers’ costs as 75% of Ontario beer is sold in cans
Canadian craft breweries are facing higher production costs as US tariffs on aluminum increase the price of beer cans, forcing smaller businesses to absorb some of the extra expense or pass it on to customers. Wesley Burbidge, who opened Brew Revolution in 2019 to offer affordable craft beer to his community, said the latest US tariffs have made it harder to keep prices down. Although the brewery managed to survive the COVID-19 pandemic, rising material costs have forced it to adjust its pricing. According to a 2024 report by Beer Canada, around 75 per cent of beer sold in Ontario was packaged in aluminum cans, compared with 43 per cent in 2014. Burbidge said Brew Revolution was trying to limit the impact on customers as the cost of materials increased. He said, “As we see our material...

US tariffs on Canadian aluminium cut Port of Oswego shipments by two-thirds
The Port of Oswego Authority has called for a temporary suspension of US tariffs on Canadian goods, saying the 50 per cent duty on Canadian aluminum is reducing shipments, working hours and revenue. Tom Drumm, executive director of the Port of Oswego Authority, said the tariffs have made an already difficult business environment more challenging. In a recent interview, he called for an economic ceasefire to give Great Lakes ports, customers and suppliers some relief before the end of 2026. In his words, “It's an economic ceasefire, in its most simplest terms… if the Great Lakes could get some breathing room here the next two months, it would really set us up for success heading into 2027.” Between April and October 2023, the port handled around 60,000 tons of aluminum across 11 vessel...

AI model identifies electrolyte conditions to reduce aluminium corrosion in batteries
Researchers at the University of Waterloo have developed an artificial intelligence-based framework to analyse aluminium corrosion and identify electrolyte conditions that could improve the performance of aluminium-air batteries. Aluminium-air batteries have attracted interest as a potential energy source for electric vehicles because aluminium is abundant, recyclable and relatively inexpensive. However, corrosion of the aluminium anode in alkaline electrolytes remains a major challenge, as it wastes active material, generates hydrogen gas and affects battery reliability. Published in Frontiers in Batteries and Electrochemistry , the study examined how a commercial aluminium-magnesium-silicon (Al-Mg-Si) alloy corrodes in sodium hydroxide (NaOH) and potassium hydroxide (KOH) solutions at...

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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