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Top Stories
China's alumina imports jump nearly 750% Y-o-Y in H1; Australia share hits 91.7%
Alumina
According to data from the General Administration of Customs of People's Republic of China (GACC), China imported 449,100 tonnes of alumina in June 2026, up 2.42 per cent month-on-month and surging 343.34 per cent year-on-year. Exports stood at 265,200 tonnes, down 6.39 per cent month-on-month but up 55.09 per cent year-on-year. The net import volume reached 183,900 tonnes, rising 18.49 per cent month-on-month while dropping 363.85 per cent year-on-year. In the first half of 2026, cumulative ...
Kaiser Aluminum revenue jumps up 52.7% in Q2
Downstream
Kaiser Aluminum delivered stronger-than-expected second-quarter results, with revenue and earnings comfortably exceeding analysts' forecasts as demand across its value-added aluminium products business remained robust. The company reported earnings per share (EPS) of USD 5.53 for the quarter ended June 30, 2026, more than double the consensus estimate of USD 2.66. Quarterly revenue climbed 52.7 per cent year on year to USD 1.26 billion, surpassing analysts' expectations of USD 1.12 billion. ...

Primary AL
Century Aluminum will officially mark the expansion of its Mt. Holly aluminium smelter in South Carolina on July 27, a project that is expected to increase total US primary aluminium production by around 10 per cent and expand the plant's workforce to more than 600 employees. The ribbon-cutting ceremony will be attended by US Secretary of Commerce Howard Lutnick, US Senator Tim Scott, South Carolina Governor Henry McMaster, and Century Aluminum President and CEO Jesse Gary. According to the ...
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40% of US aluminium hydroxide imports come from Brazil, industry warns
Bauxite
24 Jul 2026
Aluminium hydroxide, a key raw material used across industries ranging from water treatment and aluminium refining to defence manufacturing and liquefied natural gas (LNG) production, should remain exempt from US tariffs to safeguard domestic manufacturing, according to industry representatives. The material is produced from bauxite before the calcination stage used to manufacture alumina and plays an essential role in numerous industrial processes, including the production of wire and cable ...
US aluminium scrap recovery continues to strengthen into 2026 with a 14% jump Y-o-Y
Recycled AL
23 Jul 2026
US aluminium scrap recovery continued to strengthen at the start of 2026, with recycled metal production rising by double digits year on year, while primary aluminium output remained largely unchanged, according to the latest US Geological Survey (USGS) Mineral Industry Survey. A total of 318,000 metric tonnes of aluminium was recovered from scrap in January 2026, up 14 per cent from the same month last year compared to 297,000 tonnes and 3 per cent higher than the revised December 2025 figur ...
Chalco shares jump 6.3% as stake increase and bauxite outlook lift sentiment
Primary AL
23 Jul 2026
Shares of Aluminum Corporation of China (Chalco) rallied during the latest trading session after investors responded positively to plans by its parent company to increase its shareholding, alongside improving aluminium market fundamentals. The company's Hong Kong-listed shares gained 6.28 per cent to close at HKD 8.63 (USD 1.10), with trading volume reaching 93.09 million shares. Despite the latest rally, the stock remains 29.09 per cent lower for the year to date. Stake increase boosts inve ...
Carbon and graphite products remain critical to efficient aluminium smelting; Tokai COBEX among leading suppliers
SupplementAL
23 Jul 2026
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
23 Jul 2026
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 ...
Kaiser Aluminum’s record Q2’26: Net sales top $1.3bn, EBITDA gains 102.4%
Downstream
23 Jul 2026
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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