The US has doubled tariffs on aluminium imports to 50 per cent, aiming to protect domestic industry. But this decision has been accepted by the industry in different manners. Like, for Century Aluminium, the move has been welcomed in a positive manner and may help in the company’s profit. However on the other hand, the […]
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In this blog of Hedging with Jorge, we move from exercises into action. Jorge walks us through a practical scenario faced by aluminium traders when they are holding physical inventory but want to manage price risks. No numbers this time, just pure conceptual clarity. Let’s assume you’re a trader who has purchased aluminium, paid for […]
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The global aluminium and steel industry faced another renewed set of disruptions when the US trade policy took another unexpected turn. Just a day after a Federal Court temporarily blocked the implementation of tariffs, sparking global optimism, President Donald Trump swiftly countered the decision by doubling the tariff from 25 per cent to 50 per […]
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In the 57th blog of Hedging with Jorge, we delve into a practical scenario that illustrates the complexities of aluminium trading, particularly focusing on premium arbitrage and the strategic use of futures hedging. Scenario overview: A trading company purchases 5,000 tonnes of aluminium at a fixed price of $2,500 per tonne, with an additional premium […]
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Guinea, a mineral-rich nation in West Africa, holds the world’s largest bauxite reserves, an estimated 24.7% of global deposits. This natural abundance has made Guinea a central figure in the global aluminium value chain, supplying key raw materials to smelters and refineries worldwide. Early beginnings Bauxite mining in Guinea began during the colonial era, with […]
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The primary aluminium industry will require data science-based, innovative artificial intelligence solutions that are integrated with conventional techniques and non-contact evaluation methods. Reading data to interpret a trend is of huge significance for any process industry, where even a small deviation may result in significant losses for the organisation. Decades ago, statistical process control by […]
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In a world racing against climate change and supply chain disruptions, recycled aluminium has emerged as a silent game-changer. As manufacturers, policymakers, and sustainability leaders seek cleaner alternatives, aluminium made from scrap—requiring just 5% of the energy used for primary aluminium—has become the low-carbon material of choice. But are you truly prepared for what comes […]
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Not really. At first look, aluminium profiles might seem universal. A box profile is the same in the Balkan area, Germany, or Canada, right? The same product can be welcomed in one country, questioned in another, or completely ignored somewhere else. The difference isn’t in the material. It’s in the strategy. Why does one way […]
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In recent developments across the global aluminium market, a wave of volatility is shaking confidence in trade flows, regional pricing, and long-term investment decisions. From sudden legal reversals in the United States to softening premiums in Asia and ripple effects from routine maintenance in China, the aluminium value chain is caught in a tangle of […]
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In this episode of Hedging with Jorge, we dive into the practical application of short hedging in the futures market using a real-world aluminum scenario. Jorge walks us through how a physical sale, when paired with a futures market hedge, can protect against falling prices and secure a positive financial outcome. The Scenario: Physical purchase […]
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