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May 15, 2026

Alex's Daily Alu Digest — Friday, 15 May 2026

Friday, 15 May 2026 — Alex's Daily Alu Digest

Alex's Daily Alu Digest

Friday, 15 May 2026

3 stories

LME Aluminium $3,650/t -$53 (-1.4%) Cash settlement · USD/t
ECDP $600/t +$0 (0.0%) P1020A in-whs dp Rotterdam · USD/t
Competitors 12 May #1

Gränges AB annual general meeting approves SEK 3.40 dividend and adopts LTI 2026 programme

Gränges AB's annual general meeting on 12 May 2026 approved a dividend of SEK 3.40 per share and adopted the LTI 2026 long-term incentive programme comprising up to 1,000,000 warrants and 500,000 restricted share units for senior managers and key individuals, targeting financial value creation and sustainability over approximately three years.

Novelis angle The LTI programme signals Gränges's commitment to retaining management talent as it competes for automotive heat-exchanger strip demand—a segment where Novelis also supplies aluminium rolled products for EV thermal management applications.

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Sustainability & Recycling 13 May #2

RecAL targets smarter aluminium recycling across Europe

The EU Horizon Europe-funded RecAL project, led by the Austrian Institute of Technology with 19 partners from 9 European countries, is developing 14 circular amplification technologies and a digital RecAL Hub cockpit for aluminium recyclate traceability and sorting, targeting annual cost savings of at least €170 million across the European aluminium recycling sector.

Novelis angle The RecAL Hub's recyclate-tracking infrastructure could complement Novelis's closed-loop programmes in Europe by improving sorting yields on post-consumer scrap, supporting progress toward the 3x30 recycled-content targets.

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Industry News 13 May #3

LME aluminium cash offer climbs to $3,729.5/t, near four-year high, on Middle East supply disruptions

The LME aluminium cash offer climbed to $3,729.5/t on 13 May 2026—the highest level since March 2022—driven by Middle East supply disruptions affecting approximately 9% of global aluminium output and 25% of non-Chinese supply, with forward curve compression signalling strong physical demand from buyers seeking spot metal.

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Daily aluminium industry digest · Curated for Novelis.
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