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AL Circle Analysis: Import rise meets demand growth on aluminium extrusion chessboard
Downstream12 SEPT 2026

AL Circle Analysis: Import rise meets demand growth on aluminium extrusion chessboard

Aluminium’s downstream trade network is getting more fragmented as import dependence, changing end-use demand and trade-policy interventions reshape regional markets. From North America and Europe to Asia-Pacific, the aluminium industry is navigating a market where access to supply, competitive...

US industrial policy needs to be systematic, not just ad hoc – Part 2
Primary AL10 SEPT 2026

US industrial policy needs to be systematic, not just ad hoc – Part 2

Our current approach can win economic skirmishes, but not the geopolitical conflict. – Part 2 Impact #5 of ad hoc industrial policy: Failing to use all required tools Industrial policy is often caricatured as just tariffs and subsidies. Mis-framed debates that evaluate the merits of tariffs in...

Can Oklahoma reshape US aluminium supply? EGA’s Ziad Fares explains the project
Primary AL10 SEPT 2026

Can Oklahoma reshape US aluminium supply? EGA’s Ziad Fares explains the project

As the US seeks to rebuild its domestic aluminium production capacity, Emirates Global Aluminium (EGA) and Century Aluminum are advancing plans for a new primary aluminium smelter in Inola, Oklahoma, targeting more than 750,000 tonnes of annual production. In this exclusive conversation with AL...

Collapsed Canada tariff talks put Indiana's aluminium jobs back in the spotlight
Primary AL10 SEPT 2026

Collapsed Canada tariff talks put Indiana's aluminium jobs back in the spotlight

Indiana has emerged as an unlikely flashpoint in the latest round of US-Canada trade friction, after Washington's now-collapsed negotiations with Ottawa briefly put a proposed cut to aluminium tariffs on the table, one that industry advocates say would have hit the state's fabrication workforce...

US industrial policy needs to be systematic, not just ad hoc – Part 1
Primary AL09 SEPT 2026

US industrial policy needs to be systematic, not just ad hoc – Part 1

Our current approach can win economic skirmishes, but not the geopolitical conflict. – Part 1 After decades during which the very concept was taboo and the reality swept under the rug, the US has now rediscovered industrial policy. But this rediscovery remains incomplete, as too much of it is...

From black shale to smelter feed: CEM advances North American alumina supply chain
Alumina09 SEPT 2026

From black shale to smelter feed: CEM advances North American alumina supply chain

Canadian Energy Metals has demonstrated a process for producing smelter-grade alumina from Saskatchewan black shale and has started a prefeasibility study for its Thor Project. Canadian Energy Metals Corp. (CEM) has taken a step towards developing an alternative North American source of alumina...

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