Electric Vehicles

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 20266MINS

Jaguar Type 01 EV packs 73% aluminium and 1,015 hp into its electric reboot

Jaguar has unveiled the Type 01, the first model built on its new Jaguar Electric Architecture (JEA), and it is not exactly arriving quietly. With 73% aluminum, a 118kWh battery, three electric motors and a rather serious 1,015 horsepower (hp), the new electric grand tourer is Jaguar’s answer to a simple question: what happens when a century-old luxury carmaker decides to start over? The answer, apparently, is a very large piece of aluminum with no rear window. From a gloomy reset to a 1,015-hp comeback The Type 01 is the product of a long and fairly dramatic reset at Jaguar. After years of declining sales, the company ended production of the XE, XF and F-Type in 2024 as it moved towards an all-electric future. By the end of 2025, Jaguar had stopped producing vehicles altogether. To know...


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Yadea finds a new route into Africa’s electric two-wheeler market, partnering with Spiro
End User

Yadea finds a new route into Africa’s electric two-wheeler market, partnering with Spiro

Expanding across Africa may no longer require building an electric mobility network from scratch. The Chinese electric two-wheeler maker, Yadea, has partnered with African electric mobility company Spiro, giving it access to an established fleet of electric motorcycles and battery-swapping infrastructure across the continent. Signed in Dubai on September 11, 2026, the strategic partnership will see Yadea supply electric two-wheelers and related products for Spiro’s African markets. The scale of Spiro’s existing network is significant. The company operates more than 130,000 electric motorcycles and around 2,500 battery-swap stations across West and East Africa. For Yadea, that network could provide a ready-made route into markets where electric two-wheelers are gaining ground. Yadea has...

Uno Minda plans INR 14.15bn capex as aluminium casting capacity jumps 162%
Downstream

Uno Minda plans INR 14.15bn capex as aluminium casting capacity jumps 162%

Uno Minda is set to invest around INR 14.15 billion (USD 147.51 million) across four manufacturing expansion and consolidation projects, with a major portion of the spending directed towards increasing its aluminium casting capacity in Hosur, Tamil Nadu. The automotive components maker plans to lift aluminium casting capacity at Hosur from around 13,000 tonnes to 34,000 tonnes at peak, representing an increase of about 162 per cent. The expansion will add 21,000 tonnes of capacity and serve demand across two-wheelers, passenger vehicles and commercial vehicles. The broader investment programme will be implemented over the next two to three years and spans aluminium casting, alloy wheels, moulding, and interior, exterior and sealing components. Uno Minda Managing Director Ravi Mehra said...

The combination of lightweighting, manufacturability and cost-effectiveness makes the stamped rolled-aluminum approach attractive
Downstream

The combination of lightweighting, manufacturability and cost-effectiveness makes the stamped rolled-aluminum approach attractive

How can aluminium make electric trucks lighter without compromising safety? In this recent conversation, Marco Ricci, Global Innovation, Engineering and Operational Excellence Director at Maxion Structural Components, explained how aluminium is being re-engineered to solve one of electric mobility’s toughest challenges: heavy commercial-vehicle battery systems. Developed with Novelis, the Maxion InVolt stamped rolled-aluminium housing is approximately 35 per cent lighter than a comparable extruded-aluminium design while delivering around 11 per cent higher energy density. Ricci also highlighted its potential to improve payload, range and operating efficiency while enabling safer, more serviceable and cost-effective high-volume production. AL Circle: Maxion Structural Components and...

Vedanta's ₹210b metals push targets India's EV and critical minerals demand
End User

Vedanta's ₹210b metals push targets India's EV and critical minerals demand

Vedanta is expanding aluminium, copper and other metals capacity as electric mobility and India's demand for critical minerals reshape the domestic materials market. Vedanta Group is putting INR 210 billion (USD 2.21 billion) into metals production and capacity through FY2026, building a broader materials portfolio aimed at sectors such as electric vehicles, batteries and charging infrastructure. The investment spans aluminium, zinc, copper, steel, nickel, ferrochrome and value-added alloys, while the group has also secured 10 critical mineral blocks covering commodities including copper, nickel-chromium-PGE, tungsten, graphite, vanadium, rare earth elements and potash. The expansion comes as India seeks to reduce its reliance on overseas supplies of critical minerals. Vedanta estimates...

India's hidden urban mines are going to landfills: Why e-waste needs a second life
SupplementAL

India's hidden urban mines are going to landfills: Why e-waste needs a second life

As smartphones, laptops, televisions, electric vehicles, and household appliances become an integral part of modern life, electronic waste (e-waste) is emerging as one of the world's fastest-growing waste streams. Yet, every discarded electronic device contains more than just obsolete technology—it contains valuable metals and critical minerals that can be recovered and reintroduced into the economy. The future of e-waste management is therefore not simply about recycling; it is about urban mining. Urban mining refers to the recovery of precious and critical materials from discarded electronic products instead of extracting them from natural mines. Gold, silver, copper, palladium, lithium, cobalt, nickel, and rare earth elements found in electronic devices are becoming increasingly...

Stricter fines, greater scope for innovation: Hungary targets cleaner practices in battery manufacturing
SupplementAL

Stricter fines, greater scope for innovation: Hungary targets cleaner practices in battery manufacturing

Hungary will raise the maximum fine for serious environmental violations by large manufacturers to 5 billion forints (USD 16 million) under new measures to strengthen environmental oversight across industries, including EV battery manufacturing, recycling, and decommissioning. The changes come as Hungary continues to play a major role in Europe's EV battery manufacturing industry. The new rules place greater attention on how manufacturing facilities operate, while also covering battery recycling and the decommissioning of plants. This could encourage companies to invest further in cleaner production methods, improved monitoring and technologies that help identify and manage environmental risks. Prime Minister Peter Magyar said the measures are intended to create a stronger deterrent and...

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