In this blog of Hedging with Jorge, we explore the third critical LME role delivery. Learn what happens when you opt for physical settlement instead of closing your futures contract. From broker interactions to warehousing costs, this 6-minute breakdown with Jorge and Ian unpacks it all. Watch now to understand how delivery premiums work and […]
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Strategic shifts in aluminium: Understanding ‘Primary vs Recycled’ dynamics for 2025
The aluminium industry stands at a fascinating crossroads in 2025. The race between primary aluminium and recycled aluminium is not just about production volumes or market share anymore—it’s about meeting the demands of a rapidly changing world where sustainability, efficiency, and cost competitiveness are key. According to our newly released “Global Primary and Recycled Aluminium […]
Continue readingFrom overlooked by-product to strategic resource: Rethinking aluminium dross
Aluminium dross – often viewed as an unwanted by-product of the aluminium industry – is undergoing a significant transformation. What was once dumped into landfills as hazardous waste is now increasingly seen as a resource to be recovered, recycled, and reintegrated into the value chain. As aluminium production and consumption continue to surge worldwide, so […]
Continue readingHow is 2025 shaping up for the aluminium industry? It’s all about reading the data right!
As the world leans heavily into the era of sustainability, electrification, and energy transition, aluminium has emerged as a silent enabler of global change. The Global Aluminium Industry Outlook 2025, an industry-focused market research report, presents a compelling and comprehensive roadmap of the sector’s transformative journey that merges economic opportunity with environmental accountability. With data-driven […]
Continue readingAluminium serves as the leading material for sustainable packaging
In an era where sustainability and circular economy principles drive consumer and corporate decisions, packaging materials must deliver performance, recyclability and minimal environmental impact. Aluminium excels on all fronts; it is infinitely recyclable and combines lightweight design with exceptional strength. These attributes make aluminium not only a practical choice for brands seeking to reduce waste […]
Continue readingHedging with Jorge #Episode 51: The birth of the equivalent premium
In this blog of Hedging with Jorge, we step into the real-world journey of acquiring aluminium and the often-overlooked costs that come with taking delivery. From LME warrants to consolidation charges, Jorge breaks down the concept of the equivalent premium, a cost that begins accruing the moment you decide to bring the metal home. Suppose […]
Continue readingHedging with Jorge #Episode 50: LME delivery – What happens if you don’t close your futures position?
In Jorge’s blog, we’re diving into the third crucial role of the London Metal Exchange (LME): delivery. If you’ve ever wondered what happens if you don’t close your futures position on time, this one’s for you. Let’s start with a simple scenario. Suppose you’ve taken a long position in the aluminium futures market, expecting prices […]
Continue readingHappy Earth Day: Our Power, Our Planet
We, all the members of AL Circle, wish you a Happy World Earth Day. The Earth has been around for 4.5 billion years. Earth Day? Just 55 as of April 22, 2025. This year’s theme, “Our Power, Our Planet,” unites people in over 19+ countries to raise awareness of environmental issues and spark action to […]
Continue readingAmerica’s aluminium breaking point: Why recycling cannot wait
The U.S. aluminium industry is at a breaking point – and that’s not an overstatement. With new tariffs now extending to Canada under Section 232, the rules of the game have changed. What was once considered a “domestic” flow of aluminium from our northern neighbour has been reclassified. The result? A 3-million-tonne gap in supply, […]
Continue readingWhy is aluminium the most recyclable metal?
Aluminium is often hailed as the most recyclable metal in the world and for good reason. With increasing global concerns about sustainability, waste reduction and resource conservation, aluminium has emerged as a true champion of circular economy practices. But what makes this lightweight metal so unique in terms of recyclability? 100% recyclable with zero degradation […]
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