Constellium

AL Circle analysis: Germany’s aluminium trade surplus, Novelis’ US expansion, Asia’s EV demand & India’s underutilised downstream capacity
10 OCT 20267MINS

AL Circle analysis: Germany’s aluminium trade surplus, Novelis’ US expansion, Asia’s EV demand & India’s underutilised downstream capacity

Aluminium’s next growth phase is increasingly being shaped by downstream processing, supply-chain resilience and demand from specialised applications. Germany continues to generate a substantial trade surplus in flat-rolled products despite a shrinking primary aluminium base, while North America is investing in recycling and rolling. Across Asia, new manufacturing capabilities and growing demand from electric vehicles, railways and batteries are creating further opportunities. However, declining exports, underutilised capacity and uneven profitability show that investment alone does not guarantee success. For industry leaders, the challenge is to identify where demand is shifting, develop products that meet customer requirements and ensure that new investments translate into sustainable...

07 OCT 20265MINS

Who’s holding up Germany’s aluminium game? Meet EGA, Hydro and Constellium

Germany does cars, machinery and engineering rather well, and all of that needs a lot of aluminium. So, when three international players put serious money and muscle into the country's aluminium industry, it's worth a look. Together, the three companies offer an interesting snapshot of more recycling, more specialised products, stronger local supply chains and lower-carbon production. Here is who is doing what, and why it matters. EGA: The Gulf giant moving into Hannover Emirates Global Aluminium (EGA) is the world's largest "premium aluminium" producer. It already ships over 600,000 tonnes of primary aluminium to Europe every year, with the automotive and construction industries among its key customers. Then it did something it hadn't done in a decade: it bought a company. That company...


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Constellium may halt EU aluminium recycling expansion as scrap shortage deepens
Recycled AL

Constellium may halt EU aluminium recycling expansion as scrap shortage deepens

Constellium’s plans to expand aluminium recycling in the European Union could be put on hold if the region fails to secure enough aluminium scrap, with exports to overseas markets contributing to a shortage of raw material for European producers. The company is reviewing aluminium recycling projects across its packaging, automotive and aerospace divisions. CEO Ingrid Joerg told Reuters that the projects could be larger or smaller than the EUR 130 million (USD 148.82 million) recycling expansion at Constellium’s Neuf-Brisach plant in France. “We have several recycling projects in the pipeline that we are investigating. But if there’s no scrap, they’re not going to happen,” Joerg said. EU aluminium scrap policy under scrutiny The availability of aluminium scrap has become a key concern for...

Europe holds 10% of global aluminium extrusion demand, supported by Germany’s Constellium, France’s Hydro Extrusions & Italy’s Metra
Downstream

Europe holds 10% of global aluminium extrusion demand, supported by Germany’s Constellium, France’s Hydro Extrusions & Italy’s Metra

Across Europe, aluminium extrusion has become closely woven into some of the region’s biggest industrial and construction markets. From automotive and transport to buildings and industrial applications, extruded profiles are finding demand across a wide range of sectors. This is reflected in Europe’s position in the global market: the region accounted for 12 per cent of global aluminium extrusion capacity, making it the second-largest regional contributor after China. At the same time, Europe represented 10 per cent of global aluminium extrusion usage, out of total global usage of 35.35 million tonnes . With production capacity and usage shares relatively close, Europe’s extrusion capacity and consumption are broadly at par. If we break down Europe’s 10 per cent share of global aluminium...

Constellium earns eighth consecutive spot in Automotive News Top Suppliers ranking
End User

Constellium earns eighth consecutive spot in Automotive News Top Suppliers ranking

Constellium has been recognised in Automotive News’ 2026 Top Supplier ranking for the eighth consecutive year, highlighting its continued role in automotive aluminium solutions. Constellium has secured a place in Automotive News’ 2026 Top Supplier ranking, marking the eighth consecutive year the aluminium producer has appeared on the list. The company has featured in the ranking since 2019, alongside major automotive technology and component manufacturers. The continued recognition highlights its position as a supplier of advanced aluminium solutions to automakers worldwide. Constellium said its automotive products are designed to help manufacturers address three key vehicle-development priorities: lightweighting, safety and sustainability. Aluminium's role in reducing vehicle weight has...

AL Circle Analysis: The new downstream aluminium investment map – where investors should watch
Downstream

AL Circle Analysis: The new downstream aluminium investment map – where investors should watch

The aluminium industry's growth story is increasingly being shaped by value-added manufacturing rather than production volumes. Robust earnings, expansion projects and business diversification continued to strengthen confidence in downstream aluminium, with several producers raising their outlooks despite macroeconomic and geopolitical headwinds. At the same time, global trade trends favoured economies with stronger downstream capabilities, while weaker exports in some regions and governance challenges highlighted that growth across the industry remains uneven. Key takeaways Constellium reported record quarterly results, with revenue rising 31 per cent to USD 2.7 billion and net income increasing to USD 148 million. The company raised its full-year 2026 guidance and brought its 2028...

Constellium defies market uncertainty with record quarterly EBITDA, raises 2026 outlook
Downstream

Constellium defies market uncertainty with record quarterly EBITDA, raises 2026 outlook

Constellium has delivered its strongest quarterly operating performance despite economic and geopolitical uncertainty, prompting the aluminium products manufacturer to raise its full-year 2026 guidance and bring its 2028 financial targets within reach two years ahead of schedule. The record quarter was driven by stronger performance across all operating segments, supported by improving aerospace and transportation markets, supply shortages in North America's automotive rolled products sector, robust recycling operations in Europe and North America, and disciplined cost control. Record operating performance across businesses Second-quarter shipments totalled 381 thousand metric tonnes, down 1 per cent compared with the same period last year. However, revenue climbed 31 per cent year on...

Constellium to source local renewable energy for its German facilities
Sustainability

Constellium to source local renewable energy for its German facilities

Constellium today announced that its extrusion and automotive structures plants in Gottmadingen and Singen, Germany, will source locally produced solar electricity under a long-term Power Purchase Agreement (PPA) with the community of Gottmadingen. Under the agreement, Constellium will receive the full electricity output of the Katzental solar park over a 10-year period, produced locally in the immediate vicinity of the Gottmadingen and Singen plants. The electricity will be used exclusively by Constellium’s Gottmadingen and Singen extrusion and automotive structures plants, covering over 25 per cent of the plants’ combined total needs. The agreement is expected to avoid approximately 3,500 tonnes of CO₂ emissions per year. “This initiative is an important step in our efforts to reduce...

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