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Top Stories
Carbon and graphite products remain critical to efficient aluminium smelting; Tokai COBEX among leading suppliers
SupplementAL
Carbon and graphite products are essential components in aluminium smelting, ironmaking and several metallurgical processes. Among the companies serving these industries is Tokai COBEX, a Germany-headquartered manufacturer with production facilities in Poland and France and a sales and technical service office in China. The company's portfolio includes cathode blocks for aluminium electrolysis cells, blast furnace (used for the production of pig iron) linings, carbon electrodes, Söderberg pas ...
Global aluminium deficit may widen beyond 900Kt amid Hormuz shipping disruptions
Primary AL
Norsk Hydro has warned that the global aluminium market could face a deeper supply deficit if disruptions to shipping through the Strait of Hormuz continue, with prolonged constraints expected to tighten the availability of both raw materials and finished metal. Hydro President and CEO Eivind Kallevik said logistics through the Strait of Hormuz have deteriorated since hostilities between the United States and Iran resumed, affecting inbound raw material supplies and aluminium exports from the ...

Downstream
US-based semi-fabricated aluminium producer Kaiser Aluminum Corporation reported its strongest-ever second-quarter (Q2) financial performance for the period ended June 30, 2026, supported by higher aluminium prices, stronger conversion revenue and improved operating performance. The company also maintained its quarterly dividend at USD 0.77 per share. Financial highlights: Q2 2026 vs Q2 2025 The financial performance of Kaiser strengthened considerably over Q2 2026, surpassing the financial ...
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US aluminium tariff changes signal lasting policy shift, ING says
Primary AL
23 Jul 2026
Recent changes to US aluminium tariffs are likely to become a permanent feature of the country's trade policy rather than a temporary measure, according to analysts at ING, who say the changes point to a broader shift towards long-term protectionism. In a recent market note, ING's commodities team said the latest tariff adjustments reflect the US administration's continued focus on strengthening domestic aluminium production and improving supply security. Analysts believe these goals suggest ...
Geopolitical risks support SHFE aluminium rise, alumina rebound drivers weak
Primary AL
23 Jul 2026
The most-traded SHFE aluminium 2609 contract closed at RMB 23,345 per tonne today, gaining RMB 85 per tonne, or 0.37 per cent. It opened flat and consolidated, dipped to a low of 23,230 before stabilising, then drifted higher, and closed near the session high, forming a full bullish candlestick with the price centre continuing to rise. Trading volume was 98,520 lots, up 47,464 lots from the previous candlestick, a significant expansion; open interest stood at 258,000 lots, up 132 lots from th ...
ASI certifies Guangdong Xingfa Aluminium Co., Ltd against Performance Standard V3.1 and Chain of Custody V2
Sustainability
23 Jul 2026
Guangdong Xingfa Aluminium Co., Ltd has achieved ASI Performance Standard V3.1 (2023) and Chain of Custody (CoC) Standard V2 (2022) Certification for the production of aluminium alloy architectural and industrial profiles, and related management activities at Guangdong Xingfa Aluminium Co., Ltd located in Guangdong Province, China. Aluminium Stewardship Initiative (ASI) today announced that Guangdong Xingfa Aluminium Co., Ltd has been certified against the ASI Performance Standard V3.1 and Ch ...
EU downstream aluminium exports rise 6.8%, while imports fall 8.7% in 2026: Key trade trends at a glance
Downstream
23 Jul 2026
The European Union's downstream aluminium trade reveals an interesting divergence. Why are exports continuing to strengthen while imports lose momentum? The latest trade data offers insights into shifting demand patterns, evolving trade flows, and the EU's growing role in global downstream aluminium markets. January-April 2026 import graph The EU's cumulative imports of downstream aluminium products during the first four months of the past three years are as follows: YTD 2026: 635,440.94 ...
Guinea’s H1 bauxite exports hit record 114.8Mt as China keeps demand resilient
Bauxite
23 Jul 2026
During the first half (H1) of 2026, Guinea exported a record 114.8 million tonnes of bauxite, marking a 15 per cent year-on-year increase. Meanwhile, sustained demand from China continued to drive shipments despite rising operating costs for smaller miners. The world’s largest bauxite exporter shipped 114.8 million tonnes in H1 2026. The figure, as per Guinea’s Ministry of Mines data and studied by Reuters, indicates the Y-o-Y rise from 99.8 million tonnes in the corresponding period of 2025. ...
DAILY: Alumina prices under pressure as supply fears, thin trade trigger futures selloff
Alumina
23 Jul 2026
Mysteel's daily price assessment showed that the national average price for smelter-grade alumina with a minimum purity of 98.6 per cent dropped to RMB 2,748 per tonne, down RMB 2 per tonne compared to the previous day. The slight downward price trend can be attributed to the offering prices in two of China's five key alumina production regions. In Shanxi and Shandong, assessed prices for the same grade of alumina both declined by RMB 5 per tonne from the prior day, to RMB 2,775 per tonne and ...
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