Alex's Daily Alu Digest
Tuesday, 14 April 2026
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4 stories
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LME Aluminium
$3,666/t
+$140 (+4.0%)
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Cash settlement · USD/t
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ECDP
$583/t
+$5 (+0.9%)
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P1020A in-whs dp Rotterdam · USD/t
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Novelis / Hindalco
PRNewswire
· 9 Apr
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#1
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Ten Novelis plants achieve new level of manufacturing maturity
Ten of Novelis's 29 manufacturing facilities completed the first certification level under the Novelis Operating System (NOS) by the end of fiscal year 2026, marking progress toward a unified global manufacturing framework; the company plans to certify all 29 plants through four progressive NOS levels.
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Sustainability & Recycling
AlCircle
· 11 Apr
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#2
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From policy to recycling loops: Sustainability push and recycled aluminium reshape global value chains
EU PPWR requirements (fully mandatory from 12 August 2026) and CBAM financial charges on embedded carbon in imported aluminium, in force from January 2026, are accelerating adoption of closed-loop recycling models across automotive, packaging, and construction supply chains, with OEMs and brands shifting procurement toward high-recycled-content aluminium to meet Scope 3 targets.
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Novelis angle
Mandatory PPWR and CBAM timelines create structural tailwinds for Novelis's ~63% recycled-content proposition and its existing closed-loop OEM and canmaker partnerships, ahead of lower-recycled-content FRP competitors.
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Trade & Regulation
AlCircle
· 8 Apr
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#3
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US rejects tariff relief for Ford Motor amid aluminium supply disruptions
The Trump administration denied Ford Motor's request for relief from US 25% aluminium tariffs, which Ford sought to offset costs following fires at the Novelis Oswego, NY rolling plant; Ford has recorded a $2 billion charge from the supply disruption and expects to spend an additional $1 billion on imported aluminium in FY2026.
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Novelis angle
The tariff denial compounds cost pressure on Novelis's US automotive customers during the Oswego outage, adding urgency to the Bay Minette greenfield ramp as the sole near-term source of new domestic FRP capacity.
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Industry News
The National
· 12 Apr
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#4
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EGA declares force majeure for certain products after Taweelah plant hit
Emirates Global Aluminium invoked force majeure on deliveries from its Al Taweelah smelter (1.6 Mt annual capacity, approximately 4% of global primary supply) following Iranian missile and drone strikes in late March; full restoration is estimated to take up to 12 months, with an estimated 2–3% of global primary production now offline.
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Novelis angle
Prolonged removal of Gulf P1020 from the market tightens European supply and elevates metal input costs for Novelis's continental plants; cash market backwardation spiking to $91.50/t — the highest since 2007 — signals acute near-term scarcity for European FRP producers.
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