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Top Stories
40% of US aluminium hydroxide imports come from Brazil, industry warns
Bauxite
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
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 ...

Primary AL
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 ...
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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 ...
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 ...
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