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Top Stories

Middle East Conflict

India’s aluminium can stock shortage drives import window opening, structural dependency conceals sustainability concerns
End User
In the summer of 2026, India encountered extreme heatwaves, causing soft drink and beer consumption to surge sharply and driving a rapid expansion in the aluminium beverage can market. However, the rapid demand growth was not met with an effective response from domestic supply—India's domestic aluminium can stock capacity has long been insufficient, with can stock supply heavily reliant on imports, primarily from West Asian countries like the UAE and Saudi Arabia. Since March 2026, transportat ...
From bauxite diplomacy to aluminium's supply squeeze: How the global aluminium value chain is being reshaped
Primary AL
The aluminium industry's supply chain story increasingly begins long before metal reaches a smelter. Across several regions, governments and companies are moving to secure access to bauxite, the industry's most important raw material. India's engagement with Venezuela reflects a broader effort to secure long-term access to raw materials essential for industrial growth. During recent discussions between the two countries, Venezuela's vast bauxite reserves emerged as a key area of interest, par ...

Primary AL
Primary aluminium prices climbed to four-year highs in H1 2026 as the market grappled with tightening inventories and mounting concerns over supply disruptions linked to the conflict in the Middle East. The year began with the LME Aluminium Cash Price below USD 3000 per tonne and, over the next five months, rose by approximately 29.1 per cent to reach USD 3,855 per tonne on June 2. As tensions escalated, the Strait of Hormuz-one of the world's most important shipping routes faced significant r ...
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