Hydro's Alumina Production Cut: Aluminum Supply Disruptions Continue to Escalate
Hydro's alumina production cut: aluminum supply disruptions continue to escalate.
Hydro's alumina production cut: aluminum supply disruptions continue to escalate.
Aluminum prices have reverted to a logistics- and inventory-driven narrative, with London inventory falling below 250,000 tonnes.
Guinea's Nimba bauxite mine will be sold through monthly tenders.
BALCO won the Odisha bauxite block with a record premium.
Aluminum product operating rates edged down slightly; electrolytic aluminum inventories fell 20,000 mt week-on-week to 933,000 mt.
Guinea signs its first state mining convention; the alumina refining project enters feasibility study.
Canada and the U.S. are holding intensive talks on an interim trade agreement centered on a swap: Canada is considering removing retaliatory tariffs on U.S. vehicles, restoring U.S. alcohol sales, and lifting provincial procurement restrictions in exchange for lower U.S. Section 232 steel and aluminum tariffs.
In the first half of 2026, multiple listed aluminum companies saw profits double, with industry capacity, sales and profits rising in tandem.
Brazil's carbon market special secretariat submitted a public consultation draft; the first phase is proposed to cover primary aluminum and other sectors.
Guinea has selected Glencore as offtaker for the Nimba bauxite project, according to Discovery Alert.
Trump announced over $2 billion in investment to revive the US mining industry.
Guinea has granted Glencore exclusive purchase rights for state-owned bauxite.
Nanshan Aluminum International expects H1 net profit to decline by 72.6%-76.6% year-on-year.
Indonesia has resumed exports of nearly 400,000 tonnes of mineral products, with alumina shipments restarting.
Canada is reportedly prepared to end provincial bans on U.S. alcohol and adjust dairy and auto tariff policies in exchange for the U.S. dropping a threatened new 50% tariff and providing relief on steel and aluminum tariffs.
This week, the nickel pig iron market was disrupted by Indonesia RKAB quota news, with sentiment fluctuating and prices broadly stable but bargaining escalating.
The Canadian Prime Minister said the cost of aluminium tariffs is borne by the US side, which could become key to the two countries' trade agreement.
Atalco, the only bauxite refinery in the US, faces environmental penalties over a red mud leak, with negotiations ongoing.