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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
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
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 ...

Alumina
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 ...
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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 ...
Norsk Hydro restarts Alunorte output after gas deal, expects $75 to 100 million Q3 hit
Alumina
14 Aug 2026
Norsk Hydro has started increasing alumina production at its Alunorte refinery in Brazil after reaching a temporary agreement with gas supplier CELBA on terminal access. The restart follows approval from Brazil's oil, natural gas and biofuels regulator (ANP), allowing the company to become a self-importer of natural gas. Alunorte had temporarily reduced alumina production after CELBA notified the refinery of disruptions to natural gas availability. According to Norsk Hydro, the agreement prov ...
Germany recycled 75kt of building aluminium scrap through AUF network in 2023
Recycled AL
14 Aug 2026
A new report by German industry organisation Aluminium und Umwelt im Fenster- und Fassadenbau (AUF), prepared in partnership with European Aluminium, highlights the progress of closed-loop aluminium recycling in Germany's building sector. The study focuses on aluminium scrap generated from windows, doors and façade systems, and examines how more material can be kept within the construction industry through recycling.  According to the 28-page report, AUF collected 75,000 tonnes of aluminium s ...
Alunorte production recovery by Norsk Hydro pressures Indian aluminium shares
Primary AL
14 Aug 2026
Aluminium prices have come under pressure after Norsk Hydro resumed higher alumina production at its Alunorte refinery in Brazil, easing concerns over raw material availability. The development followed a temporary production cut earlier this month due to gas supply disruptions and weighed on shares of Indian aluminium producers, which had benefited from higher alumina prices. Aluminium prices settled 1.73 per cent lower at INR 346.80 (USD 3.64), as improving supply prospects from the Middle ...
Concerns over liquidity tightening ease marginally, aluminium prices are under pressure at high levels in the short term
Primary AL
14 Aug 2026
Futures: SHFE aluminium closed at RMB 24,010 per tonne, down 0.62 per cent, with the price breaking below MA5 (around 24,160) but holding slightly above MA10 (23,988.5); short-term moving average support faces a test, while medium-term MA30 (23,469.5) and MA60 (23,699.67) remain in bullish alignment. MACD DIF=208.6, DEA=143.02; the golden cross remained intact, but the histogram narrowed to 131.17 (previous day 192.2), with bullish momentum weakening for a third consecutive day. Trading volum ...
LME aluminium price graph drops below $3,300/t as stocks report a 0.67% decline
Primary AL
14 Aug 2026
The London Metal Exchange (LME) aluminium price graph reported major declines of over 1 per cent across the pricing and contract segments on the August 13 close, continuing the trend reported at the August 12 session. The LME aluminium cash bid pulled back by 0.88 per cent day-on-day on August 13, down to USD 3,278 per tonne from USD 3,307 per tonne. The offer shifted to  USD 3,279 per tonne from USD 3,307.5 per tonne, marking a difference of 0.86 per cent. Explore- Most comprehensive and f ...
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