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Top Stories

South32

Mozal shutdown exposes Africa’s aluminium production vulnerability as Q1 2026 output falls 6.2%
Primary AL
Africa’s aluminium sector entered 2026 facing a difficult question: how exposed has the continent’s supply chain become to power disruptions and concentrated production risks? The concern intensified after regional aluminium production declined to 381,000 tonnes in Q1 2026, marking a 6.2 per cent drop from 406,000 tonnes in Q4 2025 and a 3.3 per cent Y-o-Y decline compared with 394,000 tonnes in Q1 2025. The decline exposed how dependent Africa’s aluminium chain remains on concentrated product ...
Aluminium at an inflexion point: Can shifting power, scrap and policy redefine who leads next?
Sustainability
The global aluminium industry is going through a significant shift. With new regulations, changing energy needs and a growing focus on sustainability, the competitive landscape is being redefined. Companies are quietly adjusting their strategies across supply chains, recycling efforts and low-carbon initiatives. This suggests that the next wave of transformation in the industry will rely more on adaptability, resilience and the ability to extract value, rather than just on scale. JA Solar Tec ...

Alumina
Recent investment attention has been brought towards South32 after announcing its production report for the quarter ending March 2026, along with reducing its forecasted Australia Manganese by 6 per cent on account of water management issues. These results provide details of the company’s performance for the current period in terms of production of its various assets, including Worsley Alumina, Brazil Alumina and Aluminium, Hillside and Mozal Aluminium, Sierra Gorda, Cannington, and its manga ...
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