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High raw material prices provide support alongside off-season inventory buildup, secondary aluminium price range under pressure
Recycled AL
Aluminium scrap: This week, China's aluminium scrap market prices consolidated in a narrow range alongside primary aluminium, and the price difference between A00 aluminium and aluminium scrap widened again as aluminium scrap struggled to catch up. On August 13, SMM A00 spot aluminium prices closed at RMB 24,120 per tonne, up RMB 320 per tonne from last Thursday. In terms of price differences, on August 13, the price difference between A00 aluminium and mixed aluminium extrusion scrap free of ...
AL Circle Analysis: From bauxite to trade, how supply risks are reshaping aluminium competitiveness
Bauxite
The aluminium industry is entering a phase where supply security is being tested across the entire value chain. The latest developments show the pressure beginning with bauxite, moving through logistics and alumina, feeding into aluminium prices and producer earnings, and eventually reshaping international trade. What makes these developments significant is the way they connect. Competition for bauxite is intensifying just as alumina supply is becoming more vulnerable to production and energy ...

Bauxite
Domestic ore supply disruptions linger, mainstream prices remain stable Affected by coking coal-related events in Shanxi, mining at domestic bauxite main producing areas such as Shanxi and Henan was somewhat disrupted in the short term, and ore supply showed phased changes. Meanwhile, alumina prices remained at relatively high levels, and alumina enterprises had moderate tolerance for rising raw material prices, mainly passively accepting current ore prices in the short term. As of today, in ...
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The World of Aluminium Extrusions – Industry Forecast to 2032

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Philippine DTI proposes mandatory aluminium certification
Sustainability
14 Aug 2026
The Philippines’ Department of Trade and Industry (DTI) has proposed mandatory certification for selected wrought aluminium and aluminium alloy products manufactured through extrusion or cold-drawn processes. The draft department administrative order would require both local and foreign manufacturers to obtain a Philippine Standard (PS) quality and safety certification mark licence before selling or distributing covered products in the country. The proposal aims to ensure compliance with Phil ...
US aluminium revival puts Alcoa, Kaiser and Century in focus
Primary AL
14 Aug 2026
The US aluminium industry is showing signs of recovery after years of declining domestic primary production, with tariff support, new investment and the restart of idled capacity creating opportunities across the value chain. Century Aluminum’s Mount Holly smelter in South Carolina has returned to full production after the company restarted more than 50,000 metric tonnes of previously idled capacity. The restart lifted total US primary aluminium output by nearly 10 per cent and brought the pl ...
Stable operating rate pattern for PV frames unlikely to change in the short term; production resumptions at aluminium plants outside china accelerate, market sentiment shifts
Downstream
14 Aug 2026
PV aluminium extrusion: This week, the operating rate of surveyed PV aluminium frame enterprises remained stable. Some leading PV frame enterprises reported that their current orders were ample and sufficient to keep production running at high levels until month-end. Downstream, PV module enterprises did not change their procurement strategies because of the recent drift higher in aluminium prices and continued to purchase as needed. According to SMM, frame enterprises had no plans to adjust ...
STG buys large aluminium stockpile from Radiant World as trader seeks cash
Downstream
14 Aug 2026
STG, a trading company funded by principals of US hedge fund Squarepoint, has bought a substantial volume of aluminium from Radiant World as the commodity trader sells inventory to raise liquidity, according to two industry sources. The exact volume purchased by STG and the price agreed for the transaction were not disclosed. However, sources said STG was acquiring a significant portion of the aluminium offered by Radiant. Radiant World declined to comment on the transaction, saying it does ...
China’s H1’26 alumina market’s new trade equation: 749% import surge meets 118.92MTPA capacity
Alumina
14 Aug 2026
China’s aluminium export surge in the first half (H1) of 2026, crossing 250,000 tonnes, has come with a surge in its alumina imports as well, feeding the smelting and primary aluminium production. China’s January-June alumina imports marked a drastic year-on-year surge of about 749.4 per cent, indicating a massive boom in demand. Y-o-Y H1 import snapshot: 2026 vs 2025 vs 2024 Comparing China’s January-to-June alumina import figures, a significant development can be noted in the H1 2026 chart ...
Adani’s Odisha blueprint: Aluminium, 600MW nuclear power and ₹800b coal project
SupplementAL
14 Aug 2026
Adani Group is planning a major industrial expansion in Odisha, with aluminium, mineral processing and energy infrastructure forming the core of its proposed investment roadmap. The group has outlined plans for two 3,000 MW nuclear power plants and an INR 800 billion (USD 8.38 billion) coal gasification facility, while also evaluating bauxite mining, an alumina refinery and an aluminium smelter. Together, the proposals point towards a broader industrial ecosystem built around Odisha’s natural ...
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