Alex's Daily Alu Digest
Monday, 11 May 2026
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3 stories
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ECDP
$600/t
+$8 (+1.3%)
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P1020A in-whs dp Rotterdam · USD/t
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Constellium enters multi-year agreement with Airbus for the supply of aluminium alloy extrusions
Constellium signed a multi-year supply agreement with Airbus for aluminium alloy bars and extrusions — including its proprietary Airware aluminium-lithium alloy — produced at its Montreuil-Juigné, France facility for demanding structural aircraft applications; Constellium shares rose 3.1% pre-market on the announcement.
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Novelis angle
The deal cements Constellium's long-term position in aerospace aluminium supply, in direct competition with Novelis's Koblenz aerospace segment; multi-year Airbus contracts signal elevated buyer confidence and reduce Constellium's exposure to aerospace demand cycles.
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Trade & Regulation
7 May
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#2
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China aluminium flat-rolled products review tests EU trade defence balance
The European Commission launched a partial interim review of anti-dumping measures on Chinese aluminium flat-rolled products following a request from EU importer PalNet, which argues 7000-series aviation-grade aluminium sheets cannot be adequately sourced within the EU; existing AD duties expire 12 October 2026 and the review is expected to conclude within 12 months.
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Novelis angle
Removal of AD protection on 7000-series aviation sheet would expose European FRP suppliers to direct Chinese competition in aerospace — the same high-margin segment Novelis serves from its Koblenz plant, and could compress pricing across adjacent aerospace alloy grades.
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Global alumina production drops 6.1% in Q1 2026 as major markets retreat quarter-on-quarter
Global metallurgical-grade alumina output fell 6.1% quarter-on-quarter to 35.4 million tonnes in Q1 2026 from 37.7 Mt in Q4 2025, driven by Middle East conflict disruptions; North America was the only major region to increase output.
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Novelis angle
Sustained alumina supply tightness constrains primary aluminium production, supporting elevated LME and ECDP premiums — but making Novelis's scrap-intensive, low-P1020-exposure business model increasingly cost-competitive versus primary-dependent rivals.
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