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Top Stories

Middle East And Africa

Bauxite curbs, alumina gaps and billion-dollar deals: Is aluminium’s supply map about to change?
Alumina
The global aluminium industry witnessed a week shaped by supply-side adjustments, expansion plans and evolving trade dynamics. From Guinea’s potential bauxite export restrictions and fresh alumina capacity developments in India and Vietnam to Rio Tinto’s operational gains, Vedanta’s record financi ...
Higher crude puts pressure on OMCs as upstream producers benefit from price gains
Primary AL
Rising geopolitical tensions in West Asia are continuing to support higher crude oil prices, while aluminium prices have climbed to four-year highs, creating different outlooks for India's oil and metals sectors. According to Bharat Subramanian, Vice President of Equity Research at BofA Securitie ...

SupplementAL
India’s crude oil and liquefied petroleum gas (LPG) imports have shown signs of recovery in May 2026 after supply disruptions caused by the Middle East conflict affected inflows during March and April. Liquefied natural gas (LNG) supplies have largely improved, outpacing the pre-conflict levels. R ...
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Gulf aluminium producers accelerate overseas acquisitions amid geopolitical and supply chain risks
Primary AL
03 Jun 2026
Aluminium producers in the Gulf are increasing overseas acquisitions and investments as they seek to strengthen supply chains, expand market access and reduce exposure to regional risks. The trend comes as geopolitical tensions in the Middle East and disruptions around the Strait of Hormuz highli ...
Oil price jumps 8% after Iran’s Bab el-Mandeb block: Is aluminium next in line?
SupplementAL
03 Jun 2026
In the latest update on the Middle East conflict, Iran has reportedly intensified regional tensions with plans to block the Bab el-Mandeb Strait, shortly after suspending indirect negotiations with the US. The closure of a narrow trade route of the Strait of Hormuz soon shook the global market, s ...
GACC: China's Jan-Apr bauxite imports rise 15% Y-o-Y despite Apr drop
Bauxite
22 May 2026
Despite April's decline, total imports over January-April rose by 15 per cent on year to 77.68 million tonnes, the GACC data showed. On the demand side, consumption of imported bauxite by the 44 Chinese alumina refiners tracked by Mysteel reached 55.28 million tonnes during the four-month period, ...
CHALCO tightens Guinea grip with high-stakes alumina expansion deal
Alumina
22 May 2026
Aluminum Corporation of China (CHALCO), through its Hong Kong-listed Unit, and its partnering mining company and port company have signed an agreement to amend and restart the Mining Convention with the Guinean Government. It paves the way for the creation of a dedicated project company that will ...
Gulf aluminium output falls 35% y-o-y as Middle East crisis disrupts smelters
Primary AL
22 May 2026
Primary aluminium production in the Gulf dropped to its weakest level in more than a decade in April as the ongoing Iran war disrupted smelter operations and raw material supplies across the region, according to preliminary data released by the International Aluminium Institute (IAI) on Wednesday. ...
Aluminium faces market turbulence as ongoing Gulf crisis spurs energy and supply shock
Primary AL
20 May 2026
The global aluminium market is undergoing a sharp reset as the ongoing Middle East conflict and the resulting energy disruptions tighten supply, lift production costs and push prices to multi-year highs. The Iranian missile attacks on the Emirates Global Aluminium (EGA) and Aluminium Bahrain (Alb ...
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