Alex's Daily Alu Digest
Monday, 08 June 2026
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3 stories
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LME Aluminium
$3,614/t
-$80 (-2.2%)
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Cash settlement · USD/t
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ECDP
$585/t
+$0 (0.0%)
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P1020A in-whs dp Rotterdam · USD/t
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Aluminium giant Constellium's FY25 profit gains 358%: would CBAM cloud the outlook?
Constellium's FY25 net income surged 358% year-on-year to USD 275 million from USD 60 million as revenue rose 15% to USD 8.45 billion, driven by strong packaging demand and aerospace segment recovery; the analysis examines whether CBAM enforcement from January 2026 will constrain margin improvement in the year ahead.
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Novelis angle
Constellium's FRP recovery across packaging and aerospace confirms the end-market demand environment Novelis is entering in H2 2026, with Bay Minette adding 600 kt of North American capacity at a moment when key end markets are strengthening.
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Trade & Regulation
6 Jun
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#2
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From CBAM to tariffs: how industry leaders are preparing for aluminium's changing policy landscape
Aluminium industry leaders detailed preparations for CBAM's full-charge phase, active since 1 January 2026, and US tariff dynamics; the EU consultation on expanding CBAM scope to approximately 180 additional aluminium and steel product categories closes 10 June 2026.
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Novelis angle
A broader CBAM scope from 2028 would significantly raise compliance costs for Novelis's European downstream customers, potentially accelerating demand for Novelis's low-carbon, high-recycled-content FRP as a commercially differentiated product.
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Aluminium producers see fiscal gains as Middle East crisis and China's capacity cap fuel price rally
Aluminium producers reported fiscal gains driven by elevated LME prices sustained by ongoing Middle East supply disruptions and China's production capacity cap; LME warehouse stocks stood at approximately 338,000 tonnes — near historically low levels — maintaining backwardation and price support above $3,600/t.
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