In this blog of Hedging with Jorge, we conclude our exploration of the third core function of the London Metal Exchange (LME): delivery. After diving into cash settlement and reversing futures positions, we now take a close look at what it means to physically deliver aluminium when you’re short on the futures market. The delivery […]
When you think about aluminium, the sleek cans, aircraft bodies, or smart electric car frames might come to mind. But there’s a hidden story behind all that shine — a by-product known as red mud. For every tonne of alumina produced, about 1.25 tonnes of this highly alkaline waste are left behind. With over 4 […]
In a plot twist straight out of a high-stakes political thriller, former US President Donald Trump has once again reignited the flames of a geopolitical trade saga with China — and this time, the numbers are as jaw-dropping as the rhetoric. Onboard Air Force One, Trump nonchalantly declared that Washington was “meeting with many countries, […]
No history. No name. No track record. Starting without a legacy can be the greatest strength in the aluminium world. At first, it feels like a disadvantage.But what if starting from ZERO is your greatest strength? In nature and in the human brain; scientists have found something surprising: Losing a function like vision or hearing […]
Aluminium’s dynamic trajectory Aluminium is no longer just a versatile metal—it’s the foundation for a changing industrial world. The 2025 outlook suggests a year where every tonne of aluminium used carries not only value but also consequence. From downstream products to recycling systems, this metal’s journey reveals much about sustainability, innovation, and economic ambition. Downstream: […]
Aluminium is a vital element of the global economy, and the rising demand for the green metal underscores its enduring importance. Although the industry faces occasional challenges and disruptions, the push for sustainable aluminium continues to gain momentum. This week, top companies like Hydro, Vedanta, and Metlen Energy and Metals released their financial result, reflecting […]
Q1 2025 was a period of change for the global aluminium industry as it was transformed by geopolitics, greenfield investments driven by sustainability, and shifting market fundamentals. From trade wars to low-carbon production mandates, the industry had to adapt to many shifts around. Read on ahead for a complete rundown of FY 2026 Q1’s key […]
While we always consider aluminium as the metal for crucial applications in automotive, aerospace, energy storage and building and construction for its unique properties like high strength-to-weight ratio, corrosion resistance, superior electrical conductivity and so on. But, the process of deriving aluminium and alumina from its ore bauxite offers challenges in which opportunities are in […]
As the global packaging industry transforms under the weight of environmental responsibility, changing consumer preferences, and regulatory pressures, one material is increasingly capturing the spotlight: Aluminium. Lightweight, infinitely recyclable, and incredibly versatile, aluminium packaging isn’t just a trend — it’s becoming a necessity. From beverage cans to coffee capsules and pharma blister packs, aluminium is […]
As we move through 2025, the upstream aluminium sector — spanning bauxite, alumina, and primary aluminium — is navigating a landscape filled with opportunity, challenges, and transformation. At AL Circle, we’ve taken a close look at the trends shaping the initial months of 2025, and it’s clear: the upstream aluminium story this year is one […]