A deal between Rio Tinto and Aluminum Corporation of China Limited (Chalco) to acquire Votorantim’s 68.6% interest in Companhia Brasileira de Alumínio (CBA) in Brazil has left some people scratching their heads.
Ford’s fourth-quarter earnings show how aluminum supply disruptions, shifting production and inventory tightness shaped truck output and sourcing decisions heading into 2026.
It will likely be the second quarter before we see total imports return to the robust levels of Q1'25
Recent earnings from major HVAC manufacturers show residential demand constrained by channel adjustments, while commercial activity - especially in the Americas - remains the primary source of volume support.
With LME contango insufficient to cover financing and storage costs, the aluminum market has shifted the burden of carry onto physical premiums, forcing traders to rely on premium appreciation to keep inventory economically viable.
Last week was another wild time for the markets.
As Century and EGA team up for a smelter in Oklahoma, what do each bring to the table?
As China approaches its long standing primary aluminum production cap, shifting supply dynamics such as offshore capacity growth and redirected Russian metal are reshaping how the country's future demand is met by global supply.
The smelter had been the largest domestic source of high-purity primary aluminum used in aerospace and defense applications—arguably falling under the national security rationale of Section 232.
CBA is a vertically integrated, low-carbon aluminum business in Brazil. It is supported by a 1.6-gigawatt portfolio of renewable power generation assets, including 21 hydropower plants and wind power complexes.