Alex's Daily Alu Digest — Wednesday, 13 May 2026


            
        May 13, 2026
    
    
Alex's Daily Alu Digest — Wednesday, 13 May 2026


Wednesday, 13 May 2026 — Alex's Daily Alu Digest


                  Alex's Daily Alu Digest
                  Wednesday, 13 May 2026
                
                
                  3 stories
                
              
                  LME Aluminium
                  $3,603/t

                  -$20 (-0.5%)

                
                  Cash settlement · USD/t
                
              
                  ECDP
                  $600/t

                  $0 (0.0%)

                
                  P1020A in-whs dp Rotterdam · USD/t
                
              
                        Novelis / Hindalco
                        12 May
                      
                      
                        #1
                      
                    
                  Novelis to host Q4 and full fiscal year 2026 earnings conference call on May 19

                  
                  Novelis will report Q4 and full FY2026 financial results on 19 May 2026, with CEO Steve Fisher and CFO Dev Ahuja hosting a conference call for analysts and investors.

                  
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                        End Markets
                        12 May
                      
                      
                        #2
                      
                    
                  Canmakers say capacity is tight as they gear up for big summer

                  
                  Crown CEO Tim Donahue stated March 2026 was Crown's highest-ever monthly shipments month and warned of a very tight can supply situation this summer; Ball and Crown are managing elevated aluminium input costs ahead of World Cup and America250 demand spikes.

                  
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                        Trade & Regulation
                        12 May
                      
                      
                        #3
                      
                    
                  Aluminium recyclers warn of EU ETS hit

                  
                  European aluminium recyclers warned that the EU ETS benchmark update for 2026–2030 cuts free carbon allowances by ~34% vs. 2021–2025 levels, significantly raising production costs for recyclers who cannot pass prices through in internationally-set aluminium markets.

                  
                        Novelis angle
                        Novelis’s European recycling operations (Nachterstedt, Latchford) face the same ETS cost headwind, though its premium closed-loop and low-carbon product portfolio may command green premiums unavailable to commodity recyclers.
                      
                    
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                    Daily aluminium industry digest · Curated for Novelis.

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