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Top Stories
Aluminium grabs the headlines, but the LME alumina price trend quietly rewrites margins, economics and supply risk
Alumina
Aluminium prices command the market's attention because they determine the value of the finished metal that carmakers, packaging manufacturers and construction firms ultimately buy. Yet one step up the supply chain, a quieter benchmark has spent the past three years doing something aluminium rarely does: moving on its own terms. Alumina, the intermediate product refined from bauxite and smelted into primary aluminium, surged past USD 800 per tonne in late 2024, lost more than half its value w ...
Mercedes-Benz adopts Hydro CIRCAL with 75% recycled aluminium for next-gen EVs
Recycled AL
Mercedes-Benz and Norsk Hydro have solidified their long-term partnership to accelerate the use of recycled aluminium across Europe. The initiative reinforces the automotive industry’s decarbonisation goals while reinforcing regional supply chains, thereby taking the EU a step closer to the Net Zero goals. As part of the expanded collaboration, Mercedes-Benz will become the first European automaker to use Hydro CIRCAL in serial production for its next generation of large electric vehicles (EV ...

End User
From wrapping leftovers to lining baking trays, aluminium foil is one of the most common items found in kitchens. Yet one small detail has puzzled home cooks for years: why does one side look shiny while the other looks dull? The answer isn't a special coating or a hidden cooking trick - it's simply science. It all comes down to the manufacturing process Aluminium foil starts out as large sheets of metal that are rolled repeatedly until they become incredibly thin—typically less than 0.02 m ...
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SHFE aluminium moves sideways on position reduction, alumina inventory buildup under pressure, medium-term downtrend unchanged
Primary AL
27 Jul 2026
The most-traded SHFE aluminium 2609 contract closed at RMB 23,195 per tonne today, down RMB 25 for a 0.11 per cent decline. Trading volume stood at 133,450 lots, with open interest at 251,167 lots, a daily decrease of 1,858 lots as open interest edged lower, reflecting signs of minor position squaring by both bulls and bears. Prices traded below the 5-day and 10-day moving averages, and settled beneath the 30-day and 60-day moving averages, with short-term moving averages forming a bearish al ...
Ireland’s Aughinish Alumina probe finds no Russia defence link; EU review continues
Alumina
27 Jul 2026
Ireland’s Aughinish Alumina is back on the news forefront as its investigation has found no evidence that alumina produced at the refinery is being exported to feed the Russian defence sector. However, owing to complexities emerging from global supply chains, authorities could not conclusively rule out such a possibility. Therefore, the EU has not ruled out the potential of including alumina exports in the 21st Sanctions Package on Russia. Irish Taoiseach Micheál Martin shared the findings wi ...
BRE advances Brazil bauxite-gallium project through A$50 million IPO
Bauxite
27 Jul 2026
Brazilian Rare Earths (BRE) has moved a step closer to developing its Amargosa Bauxite-Gallium Project in Brazil after its newly created subsidiary, Alurion Resources Limited, raised approximately A$50 million (USD 24.5 million) through an initial public offering (IPO) in Australia. The company issued 47,619,048 fully paid ordinary shares at an offer price of A$1.05 (USD 0.74) per share, with the proceeds earmarked to accelerate development of the USD 119 million project. The funding will su ...
Jamaica projects 24% rise in bauxite and alumina export earnings despite weak Q1 output
Bauxite
27 Jul 2026
Jamaica’s bauxite and alumina export earnings are expected to improve in 2026, even though the first quarter was weak. The government expects production to rise as repairs continue after Hurricane Melissa, and the aluminium industry is watching closely because bauxite is the raw material used to make alumina for aluminium smelting.  According to the Jamaican Government's annual Form 18-K filed with the US Securities and Exchange Commission (SEC), export earnings from bauxite and alumina are p ...
Mozal aluminium shutdown cuts 30% of South32 output, triggers $117m charge
Primary AL
27 Jul 2026
South32 has recognised exceptional costs of USD 117 million after the closure of its Mozal aluminium smelter in Mozambique, as an unresolved power deal impasse with the Mozambican government keeps operations stalled. The Mozal smelter, one of Africa’s largest aluminium producers with a 560,000-tonne annual capacity, entered care and maintenance on March 15 after negotiations over electricity tariffs failed. South32 has maintained that aluminium production is no longer commercially viable unde ...
Türkiye's aluminium imports fall 10.4% YTD 2026 as import value rises 11.5%: Which downstream products lead imports?
Downstream
27 Jul 2026
Türkiye's aluminium import trends during January-May 2026 present a mixed picture, with lower import volumes but higher import values. Comparing the latest data with the previous two years provides insights into how the country's import mix has evolved and whether its downstream aluminium trade has maintained its share of total imports. Türkiye's cumulative aluminium imports (January-May) YTD 2026: 799,558.22 tonnes, valued at USD 2.9 billion (down 10.4 per cent in volume from YTD 2025, wh ...
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