Ega

$1.5b Quebec AP60 expansion puts Rio Tinto at heart of low-carbon aluminum race
08 OCT 20265MINS

$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...

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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Bauxite transport and traceability: Why tracking the cargo back to the mine is difficult
Bauxite

Bauxite transport and traceability: Why tracking the cargo back to the mine is difficult

Bauxite is the starting material for alumina refining and primary aluminium production, but its route from mine to refinery is rarely as simple as a labelled shipment moving from one country to another. Unlike fabricated metal products, bauxite is usually traded as a loose bulk mineral. It is loaded into stockpiles, trucks, rail wagons, barges and bulk carriers, often passing through multiple handling points before reaching an alumina refinery. This logistics model keeps transport costs low for a high-volume commodity, but it also makes mine-level origin difficult to establish. The key question for traders, refiners and downstream buyers is therefore not only about where a cargo was loaded but where the ore was actually mined and whether that origin can be traced and documented along the...

Gulf production recovery falters, China steps up as OCBC raises aluminium forecast to $3,150
Primary AL

Gulf production recovery falters, China steps up as OCBC raises aluminium forecast to $3,150

OCBC has raised its end-2026 aluminium price forecast to about USD 3,150 per tonne from USD 3,050, citing a slower-than-expected recovery in Gulf production, although strong Chinese output is expected to continue offsetting supply disruptions. Three-month aluminium on the London Metal Exchange (LME) fell 0.9 per cent month-on-month in September to USD 3,214 per tonne as of September 29, remaining 2 per cent above OCBC’s third-quarter forecast of USD 3,150. The cash-to-three-month spread was broadly unchanged at a USD 7.40-per-tonne contango, compared with USD 7.60 at the end of August. The spread suggests limited urgency for immediate metal supply despite a continued decline in global exchange inventories. Gulf aluminium recovery loses momentum OCBC said aluminium production across the...

EGA announces first Guinean bauxite shipment under renewed agreement on way to UAE
Bauxite

EGA announces first Guinean bauxite shipment under renewed agreement on way to UAE

Emirates Global Aluminium, the largest industrial company in the United Arab Emirates outside oil and gas, today announced that the first shipment of Guinean bauxite under a renewed agreement with Compagnie des Bauxites de Guinée is on its way to the UAE. Some 66 thousand tonnes of bauxite were loaded onto a Panamax vessel at Kamsar in late August. The renewed agreement between EGA and Compagnie des Bauxites de Guinée is for up to 4.9 million tonnes per year of bauxite until 2044. Bauxite is the feedstock for alumina refineries. His Excellency Bouna Sylla, Minister of Mines and Geology of the Republic of Guinea, said: “The first bauxite shipment of Guinean bauxite to the UAE following the entry into force of the Global Settlement Agreement marks an important milestone in a new...

Global aluminium industry gears up for ALUMINIUM 2026 in Düsseldorf with focus on recycling, innovation and demand
Primary AL

Global aluminium industry gears up for ALUMINIUM 2026 in Düsseldorf with focus on recycling, innovation and demand

Four days to go, and the aluminium world is getting ready to move to Düsseldorf. From October 6-8, the city will host ALUMINIUM 2026 , with more than 800 exhibitors and partners and over 21,000 trade visitors expected at Messe Düsseldorf. The event will bring together producers, recyclers, downstream manufacturers, technology providers, equipment suppliers, policymakers and end users from across the global aluminium value chain. The 2026 edition comes at an important point for the aluminium industry. European producers are facing pressure from energy costs, international competition and tighter climate requirements, while concerns around raw material security and resilient supply chains continue to grow. At the same time, demand for aluminium is expanding across electric mobility,...

EGA signs agreement with Gulftainer to expand UAE aluminium exports to 300,000t
Primary AL

EGA signs agreement with Gulftainer to expand UAE aluminium exports to 300,000t

Emirates Global Aluminium (EGA) and Gulftainer have signed an agreement to expand aluminium exports through the UAE’s East Coast, with EGA set to route up to 250,000 tonnes of aluminium through the region in the first year. The volume is expected to increase to up to 300,000 tonnes in the second year, while shipments could rise further in subsequent years. The agreement forms part of EGA’s strategy to strengthen the efficiency and resilience of its outbound logistics as the company continues to grow and serve customers in global markets. Under the agreement, Gulftainer will further develop its port capabilities to accommodate EGA’s requirements and handle the additional aluminium export volumes. The new arrangement adds to EGA’s efforts to diversify its outbound logistics and support...

AL Circle Analysis: Bauxite developments, alumina trade & primary aluminium market dynamics across Australia, Guinea, US & India
Alumina

AL Circle Analysis: Bauxite developments, alumina trade & primary aluminium market dynamics across Australia, Guinea, US & India

The aluminium industry is entering another phase of supply-chain repositioning. Across bauxite, alumina and primary aluminium, companies are investing in new resources, consolidating strategic assets and expanding processing capacity, while governments are increasingly treating domestic supply as a strategic priority. The latest developments from Australia, Guyana, Guinea, Indonesia, the US and India point to a market where resource security, processing location and control over supply chains are becoming as important as production growth. At the same time, new trading mechanisms and changing investment patterns are beginning to influence how aluminium and its raw materials reach the market. Bauxite supply expands, but securing the right tonnes is becoming harder In Western Australia, VBX...

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