Export Growth
December 8, 2025
Written by Greg Wittbecker
The International Aluminum Institute reported global primary production of 6.294 million metric tons for October. When measured on the change in daily outputs over this 31-day cycle, the world gained 0.18% month on month. That may not seem remarkable, but there are some significant differences within the regions that bear discussion.
Here’s a look at the IAI data:
EGA has restarted 631 of Al Taweelah’s 1,262 reduction cells and still expects the smelter to return to full production in Q1 2027.
Recycler forward views shifted toward undersupply in October even as Midwest Premium and UBC expectations moved lower.
Alcoa expects two other unnamed sites to follow the Massena East sale.
The shipment was part of an offtake agreement between private investment group Heeney Capital, Mercuria Energy Group and the Venezuelan government.
Rio Tinto maintained third quarter aluminum production as its Arvida smelter transition continued, while the company delayed two capacity projects at the Quebec complex.
