Middle East aluminum risk by product and company, Part 1: EGA/Alba
Part 1 of a three-part series examines how EGA and Alba's high-purity ingot, billet and foundry alloys intersect with US demand.
Part 1 of a three-part series examines how EGA and Alba's high-purity ingot, billet and foundry alloys intersect with US demand.
Extruders flagged mounting Gulf supply risks, tight US inventories, and a shift toward scrap-driven billet economics.
Aluminum producer Alcoa is getting more interest from customers as states in the Persian Gulf region curtail production amid the Iran war.
ALBA joins Qatar’s 40% curtailment of 260,000 tons, bringing cumulative curtailments to 560,000 tons.
Global beverage can shipments grew by 3% for the full year versus the prior year. Of that, 5% growth was from the Americas.
Executives said the company was not materially exposed to changes in the prices of primary aluminum since it operates a pass-through business model. But other metal costs have come into play.
Rio Tinto reported steady attributable aluminum production in 2025, higher segment EBITDA and changing exposure to value-added products and Midwest-exposed pricing.
Kaiser Aluminum expects shipment growth in aerospace and packaging in 2026 as plate capacity returns and coated can sheet volumes increase, while automotive retools for specialty expansion.
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.
Gränges' 2025 results show rising shipments and revenue, but late-year profit concentration driven by product mix, pricing pass-through and utilization effects.