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Top Stories
Between cycles and transition: Norsk Hydro tests investors' patience
Primary AL
The share price of Norsk Hydro ASA has settled into a narrow trading range, reflecting the sheer tension in the market over the short-term volatility in the aluminium market and the company’s efforts in the energy transition. However, after a few consecutive sessions of subdued trade, the stock ...
Macro policies remain positive, aluminium prices hit new highs during the week, fundamental negative feedback suppresses post-holiday upside momentum
Primary AL
From a macro perspective, domestic policies remained proactive. The domestic fiscal work conference held in Beijing clarified that a more proactive fiscal policy will continue in 2026, aiming to expand expenditure, boost domestic demand and consumption, with a focus on areas such as new quality pr ...

Downstream
Kaiser Aluminum Corporation’s recent rally above the USD 118.11 threshold has prompted analysts to reassess the stock’s near-term upside, as recent gains raise valuation concerns. While optimism around the US aluminium producer has strengthened over recent months, analyst actions suggest that much ...
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ALMM expansion lifts Waaree Energies’ India's solar module capacity to 20.17 GW
SupplementAL02 Jan 2026
In Gujarat, India, Waaree Energies, within its Chikhli facility, has been added to the MNRE’s ALMM, which shall further aid in improving the overall capacity of 16.444 GW. With this listing in MNRE's ALMM, the firm's total capacity for manufacturing solar modules within the Indian territory is now ...
Mahmoud Esmat’s visit to China promises a boost in Egypt’s localised cable manufacturing
Downstream01 Jan 2026
Image source: https://www.facebook.com/  At the conclusion of his China tour, Mahmoud Esmat, Egypt’s Minister of Electricity and Renewable Energy, disclosed prospects of deepening cooperation and localising the manufacture of electrical equipment in Egypt. Discussions with Chinese companies focuse ...
2026 brings in CBAM: A challenge for European importers or a price for Indian exporters?
Primary AL01 Jan 2026
Explore- Most accurate data to drive business decisions with 50+ reports across the value chain  Starting from January 1, 2026, aluminium and steel exports from India will face carbon-related duties. This is owing to the Carbon Border Adjustment Mechanism (CBAM) enforced by the European Union (EU ...
What 2025 revealed about aluminium’s real pressure points
Recycled AL02 Jan 2026
In 2025, the global aluminium landscape seized moments with factors like scrap availability, recycling efforts and sustainability goals increasingly influencing trade patterns, pricing trends and strategies in the industry. The industry witnessed changes in scrap trade dynamics, a robust secondary ...
Novelis restructures Scriba plant leadership following disruptive fires in 2025
Downstream02 Jan 2026
Novelis’s Oswego County aluminium operation is going through some significant alterations in the leadership team,  following two destructive fires at a critical part of the site. The company has confirmed that the manager of the Scriba-based facility, Kristen Nelson, along with several other senio ...
India: Domestic aluminium market strengthens w-o-w amid global supply concerns
Primary AL02 Jan 2026
India's domestic aluminium prices recorded strong week-on-week gains, supported by upward revisions from primary producers in response to a firmer LME and MCX aluminium complex and renewed global supply concerns. The increase came despite comfortable domestic availability and only a gradual improv ...
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