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Top Stories
From Guinea to the Gulf: Policy shifts, alumina surplus and middle east disruptions split the value chain
11 Apr 20265MINS
Over the past two weeks, the aluminium value chain has unfolded in fragments rather than a single, linear move. What starts as policy shifts and price pressure in bauxite moves through a well-supplied alumina market, before ending in a sudden supply shock in primary aluminium. Each layer is reacti ...
RUSAL to divert aluminium from China to Japan as premiums surge amid Gulf supply crunch
09 Apr 20263MINS
Russia-based RUSAL, a leading global aluminium producer, is planning to divert a part of its aluminium shipments originally intended for China to Japan and other Asian customer bases, as reported by Reuters. The update is revealed by the sources amid the ongoing geopolitical tensions that are acti ...

06 Apr 202612MINS
Executive Summary: The global aluminium sector is feeling the heat of a supply crisis, as major aluminium producers face policy curbs, geopolitical crises, sanctions and tariff hurdles, and environmental setbacks. The war in Iran has further inflated the crisis with shipping disruptions and attack ...
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