Alex's Daily Alu Digest
Wednesday, 27 May 2026
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5 stories
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LME Aluminium
$3,700/t
+$24 (+0.6%)
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Cash settlement · USD/t
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ECDP
$596/t
-$1 (-0.2%)
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P1020A in-whs dp Rotterdam · USD/t
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Novelis / Hindalco
26 May
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#1
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Novelis Oswego hot mill set to restart weeks ahead of schedule
Novelis has completed major reconstruction milestones at its Oswego, NY hot mill — including roof trusses, structural columns, and ductwork — with commissioning activities accelerating ahead of the original end-June 2026 restart timeline. The facility was shut down by fires in September and November 2025.
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Novelis / Hindalco
27 May
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#2
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Novelis Bay Minette cold mill on track for Q3 commissioning
The cold mill at Novelis's $5 billion Bay Minette, Alabama greenfield is on track for commissioning in Q3 2026, with approximately 1,000 contractors on site expected to double by year-end as the plant targets full-capacity production at 600 kt/yr in H2 2026.
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Speira explores new growth opportunities in secondary aluminium
Speira is advancing a secondary aluminium growth strategy targeting CBAM-driven demand for low-carbon, recycled-content FRP from European manufacturers, building on its recent investment in hydrogen-ready recycling infrastructure at Grevenbroich.
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Novelis angle
Speira's accelerating push into CBAM-advantaged secondary aluminium heightens competition for closed-loop packaging and automotive scrap in Central Europe — feedstock on which Novelis depends for its 75% recycled-content target by 2030.
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Trump administration rejects Ford's aluminium tariff relief request
The Trump administration denied Ford Motor Company's application for relief from 25% aluminium import tariffs, maintaining elevated raw material costs for the automaker's aluminium-intensive F-150 programme; Ford had absorbed approximately $2 billion in aluminium-related costs by February 2026.
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Novelis angle
Ford is a key Novelis automotive customer through long-term F-150 aluminium body sheet supply; the tariff denial extends Ford's cost headwinds and strengthens the commercial case for both companies to source domestically once Bay Minette ramps in H2 2026.
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Ball Corporation advances verified recycled-content aluminium packaging
Ball Corporation shipped 111.9 billion aluminium beverage cans globally in 2025 with 74% recycled content and expanded sustainable aluminium can production capacity in May 2026, positioning itself as a verified climate-tech packaging company.
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Novelis angle
Ball's push for independently verified recycled content strengthens the premium for ASI-certified, closed-loop can sheet — a segment where Novelis differentiates through its Latchford recycling hub and high-recycled-content alloy programme.
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