Let’s break down the concept of hedging, especially in the context of aluminium trading, in a clear and simple way. Stepping into the shoes of a hedger: Imagine you’re someone who uses aluminium in your business. Naturally, you’d buy aluminium from your regular supplier. But what if your supplier can’t give you a fixed price […]
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The aluminium industry has witnessed a lot of significant events throughout the week, with achievements on one end and unexpected setbacks on the other. The dynamic contrast makes it one of the most captivating sectors to follow today. Let’s unlock what kept the week on its toes. To begin with, Vedanta Chairperson Anil Agarwal has […]
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Let’s get this straight: in the same week that President Trump gave the UK a velvet handshake—zero tariffs on aluminium, a fast-tracked trade agreement, and warm words about transatlantic unity—he doubled down on a trade brawl with Canada. Yes, Canada. The country that literally shares our border, energy grids, NORAD, and arguably, Netflix tastes. So…why […]
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The European Union’s Carbon Border Adjustment Mechanism (CBAM) represents a transformative shift in global trade and climate policy. Designed to combat carbon leakage while ensuring fair competition for EU industries, CBAM imposes carbon costs on imported goods equivalent to those faced by domestic producers under the EU Emissions Trading System (ETS)[1][2]. This mechanism, currently in […]
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Who said that the tariff tension is gone? The aluminium industry has been grappling with this tension for a long time. To add to this, following extensive consultations and bilateral discussions with the United States over the 25 per cent tariffs imposed on aluminium and steel exports, India has formally notified the World Trade Organisation […]
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Navigating price volatility and evolving supply chain dynamics in the aluminium industry The aluminium industry is grappling with dual forces of price volatility and supply chain transformation. While macroeconomic uncertainties and trade policies inject short-term turbulence, long-term shifts in recycling, regional self-sufficiency, and inventory strategies are reshaping the sector. Below, we analyse key drivers, emerging […]
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In an age of conscious consumption, smart packaging, and high-performance materials, aluminium foil has emerged as more than just a household staple—it’s a silent enabler of some of the most dynamic shifts in global industries. Our deep dive into the aluminium foil market between now and 2028 reveals a landscape in flux: redefined by sustainability […]
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How many smartphones do you use? I have two; one for regular days, and another just for travel because its battery lasts longer. Now multiply that habit by billions. According to the Global Aluminium Outlook 2025 by AL Circle, as of 2024, the world has 4.88 billion smartphone users, a number that already feels colossal. […]
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The recently signed Free Trade Agreement (FTA) between India and the UK marks a significant milestone with far-reaching implications for the aluminium industry in both countries and the global market. This deal, which eliminates tariffs on 99% of Indian exports to the UK and reduces duties on 90% of UK exports to India, is poised […]
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In this blog of Hedging with Jorge, we shift focus from speculation to a core principle of risk management – hedging. To be hedged means to be protected. While the concept is rooted in financial markets, its application starts much earlier, in our everyday lives. Let’s begin with a simple scenario: imagine the weather forecast […]
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