Solar photovoltaic (PV) systems are heralded as the backbone of decarbonising the global energy mix. Yet with remarkable growth comes a mounting challenge: what happens when the very systems driving clean energy reach their end-of-life? This is where aluminium’s role in solar circularity becomes both a pressing issue and a strategic opportunity. In 2024, global […]
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A recent big event on Artificial Intelligence (AI) took place in New Delhi, India, under the leadership of the Prime Minister of India, which has been a big success with its stimulating effect on different segments of industry to support this Trillion Dollar Business Opportunity in probably less than a decade from now. I am […]
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The recent Supreme Court ruling limiting the use of emergency economic powers to impose broad tariffs has been widely interpreted through a political lens. For the aluminium industry, however, the implications are less about politics and more about structure. The decision does not eliminate trade policy tools, nor does it dismantle Section 232 measures on […]
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Imagine two worlds shaping the same metal. In one world, aluminium is born from the earth. Bauxite mines, alumina refineries, smelters humming with megawatts of power, here, geography decides destiny. Countries rich in natural resources and energy infrastructure dominate. This is the world of primary aluminium, deeply resource-driven, capital-intensive and strategically tied to power costs […]
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In an era of rapid structural change across commodity markets, AL Circle’s “Global Aluminium Industry Outlook 2026” stands apart as more than a broad forecast; it’s a competitive analysis market research tool designed to guide industry leaders, investors, and policymakers through complexity with rigorous data, regional depth and forward-looking clarity. Unlike many general reports, this […]
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In a speech at Rice University in 1962, US President John F. Kennedy famously stated that challenges should be undertaken not because they are easy, but because they are hard. While referring to the US commitment to land a man on the moon, the same principle applies to the EU-Mercosur trade agreement. After more than […]
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An early reading of the market and its strategic implications Introduction: The market stopped looking at the present some time ago The reports already in circulation confirm something that those of us who have been following this market for decades have been observing: aluminium has ceased to behave like a purely cyclical metal and is […]
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When innovation meets execution, the aluminium industry leaps forward. Golden Aluminum Inc. (GAI) recently commissioned the commercial Nexcast® casting line at its Fort Lupton, Colorado, facility. This milestone signals a new era for high-alloy strip production and advanced aluminium manufacturing. A quantum leap in aluminium casting For decades, aluminium strip casting has been a pillar […]
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Introduction Over the past year, the questions I hear from aluminium businesses have started to converge. Should we add anodising?Is solar framing still worth expanding?Where do we invest for the next decade?What comes after basic extrusion, now that price pressure feels permanent? These are not abstract questions. They come from people running plants under tight […]
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If you look back at the conversations we’ve had across 2025, one pattern keeps resurfacing: the US aluminium industry has been speaking the language of momentum while operating with the posture of hesitation. We’ve talked about uncertainty so many times that it has almost become background noise, until you realise uncertainty is no longer “a […]
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