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AL Circle Analysis: From Guinea to Gulf, how bauxite, tariffs and logistics redraw aluminium map
Aluminium markets in late 2026 are being shaped by more than the headline LME aluminium price. Bauxite security, alumina availability, geopolitical disruptions, tariff negotiations, logistics diversification and regional premiums are increasingly determining where metal moves and what buyers pay. From RUSAL reassessing Caribbean assets and Vedanta securing Odisha bauxite to Brazil extending mine life and EGA rebuilding its Guinea supply chain, producers are strengthening control over critical raw materials. At the same time, the US remains heavily dependent on imported bauxite and alumina, while Europe and Asia are experiencing sharply different premium dynamics. These developments point to a market where physical availability is becoming a regional factor even as aluminium itself remains...
Russia takes EU’s CBAM to WTO: 5 key questions for global climate, aluminium trade
The European Union’s (EU’s) Carbon Border Adjustment Mechanism (CBAM) has entered a new phase of scrutiny. In light of the conflict between Russia and the EU, a new World Trade Organisation (WTO) panel was formed on September 25. The debate, initiated in May 2025, puts both the design and implementation of CBAM and aspects of the EU Emissions Trading Scheme (ETS) under the WTO lens, with implications extending beyond the EU-Russia conflict and possibly entering the aluminium trade boundaries. Join the fourth edition of the webinar "Hedging for recyclers - Become an expert in 6 hours" by Jorge Dyszel. Why is Russia challenging the EU-ETS? Russia has challenged the EU’s Emissions Trading Scheme (ETS) over the allocation of free emissions allowances to sectors considered vulnerable to carbon...
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A report that reveals where the aluminium casting industry is heading and how businesses can act.
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A report that reveals where the aluminium casting industry is heading and how businesses can act.
LEARN MOREGermany’s construction aluminium demand falls 12%, but 2027 recovery and recycling offer fresh growth prospects
AL Circle analysis: Germany’s aluminium trade surplus, Novelis’ US expansion, Asia’s EV demand & India’s underutilised downstream capacity
AL Circle Analysis: From Guinea to Gulf, how bauxite, tariffs and logistics redraw aluminium map
India’s bauxite imports jump 129.5% in H1 2026: Quality gap, refinery expansion outpace 25Mt domestic output
Who’s holding up Germany’s aluminium game? Meet EGA, Hydro and Constellium
News
Aughinish Alumina seeks support as EU reviews Russia-bound alumina exports
Aughinish Alumina has stepped up its engagement with Irish government representatives and officials as the European Commission considers further measures that could affect alumina exports from its Co Limerick facility to Russia. The increased engagement comes ahead of the next round of EU measures, with some member states expected to seek restrictions on Irish alumina exports to Russia. The European Commission is aiming to implement the measures before winter. Aughinish’s exports have come under increased attention following reports of shipments from the plant to Russian smelters. The resulting aluminium is sold to a company that supplies more than 100 Russian manufacturing companies, according to various industry sources. The latest trade data underlines the scale of the shipments. A...
China’s aluminium imports flat, exports slump; molten-metal shift keeps physical ingot tight despite 163,600 tonnes net inflow
According to data released by the General Administration of Customs of the People’s Republic of China(GACC), China’s primary aluminium imports totalled 185,500 tonnes in August 2026, down 14.65 per cent year-on-year (YoY) and up just 0.16 per cent month-on-month (MoM). For January–August, cumulative imports reached 1.66 million tonnes, down 3.41 per cent YoY. August exports stood at 21,900 tonnes, down 14.53 per cent YoY and 30.48 per cent MoM. Cumulative exports for the first eight months were 167,500 tonnes, up 9.26 per cent YoY. Net imports in August came to 163,600 tonnes, down 14.67 per cent YoY but up 6.44 per cent MoM; the January–August cumulative net import total was 1.49 million tonnes, down 4.65 per cent YoY. In aggregate terms, August imports were essentially flat MoM while...
RUSAL seeks buyers for Windalco after 1.57 Mt of bauxite, 396,000 tonnes of alumina output
Russia-based aluminium producer RUSAL is exploring a potential sale of its Windalco bauxite and alumina operations in Jamaica, signalling a possible reshaping of its Caribbean footprint. The reported move also extends to its bauxite interests in Guyana, although both potential transactions remain at an early stage and may not ultimately proceed. Windalco becomes part of RUSAL’s potential asset reshuffle Windalco comprises the Ewarton alumina refinery in St Catherine, bauxite mines and the Port Esquivel shipping terminal. According to RUSAL’s 2025 annual report, the Jamaican operation produced 1.565 million tonnes of bauxite and 396,000 tonnes of alumina in 2025. The alumina output represented less than 6 per cent of RUSAL’s total alumina production of 6.858 million tonnes during the year....
Alumina turns to net exports in August; net export pattern expected to widen further in September
I. Total volume: Monthly pattern shifts from net import to net export According to the latest data from the General Administration of Customs of China, from January to August 2026, China's cumulative alumina imports reached 2.994 million tonnes, up more than fivefold year-on-year; cumulative exports totalled 2.339 million tonnes, up about 33 per cent year-on-year; cumulative net imports stood at 654,000 tonnes, narrowing from 729,000 tonnes in January–July. Although the net import pattern persists, the scale of net imports has continued to shrink, further easing the impact of imports on the domestic market. On a monthly basis, China imported 349,500 tonnes of alumina and exported 425,000 tonnes in August, resulting in net exports of 75,500 tonnes — the first shift from net imports to net...
China Aug aluminium imports down 14.7% Y-o-Y, Russia accounts for 96% of supply
According to data released by the General Administration of Customs of the People's Republic of China (GACC), China's total primary aluminium imports reached 185,500 tonnes in August 2026, down 14.65 per cent year-on-year but up 0.16 per cent month-on-month. Total imports for January-August amounted to 1.66 million tonnes, a decrease of 3.41 per cent year-on-year. The 14.65 per cent year-on-year decline in August imports, coupled with a nearly flat month-on-month performance, indicates that imports have not collapsed but rather maintained a steady inflow. In August, China's total primary aluminium exports stood at 21,900 tonnes, down 14.53 per cent year-on-year and 30.48 per cent month-on-month. Cumulative exports for January-August totalled 167,500 tonnes, up 9.26 per cent year-on-year....
18 Jamaican students return from Russia with engineering degrees, ready for mining careers
Eighteen Jamaican students have returned home after completing engineering degrees in Russia, bringing new technical skills back to the country’s bauxite and mining sector. The students completed their engineering programmes at Siberian Federal University in Krasnoyarsk, Russia, under a fully funded international scholarship programme backed by UC RUSAL Alumina Jamaica Ltd./WINDALCO. Explore the production, demand and consumption forecasts of bauxite and alumina in our report: "Global Bauxite & Alumina Market Forecast to 2036: Supply–Demand, Trade Flows & Price Outlook" The latest cohort was awarded the scholarships in November 2021. After completing their studies, the graduates returned to Jamaica in August and have since taken up roles with the bauxite and mining company. The new...
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