[SMM Aluminum Flash News] ABB Secures Repeat Order from Arconic to Improve Aluminum Efficiency

[SMM Aluminum Alloy Daily Review] The most-traded cast aluminum alloy 2606 futures contract closed at 23,820 yuan/mt in the midday session today, down 265 yuan/mt, a decline of 1.10%. On the spot side, ADC12 market prices were generally lowered. Downstream buyers mainly made just-in-time procurement, and transactions were sluggish. Under the pattern of weak supply and demand on both sides, the price center continued to shift downward. Going forward, attention should be paid to aluminum price trends and marginal improvement on the demand side.

[SMM Aluminum Express News] Canyon Resources has mobilized the surface miner at the Daniel Plateau of its Minim Martap bauxite project in Cameroon. Trial mining operations are scheduled to commence this month (April 2026). First production remains on track for mid-Q2 2026. Upgrade works on the haul road to the Inland Rail Facility (IRF) are progressing as planned. The first seven locomotives were shipped from China at the end of March and are expected to arrive at the Port of Douala in late Q2 2026. The maiden bauxite trial shipment is now scheduled for Q3 2026, with full-scale shipments targeted for Q4 2026. Discussions are ongoing for Canyon to increase its stake in Camrail from 9.1% to over 20%, which would strengthen its control over the mine-to-port logistics chain.

[SMM Aluminum Express News] Alcoa alumina production fell 5% QoQ to 2.4 Mt (due to Australian maintenance), while aluminum output was steady at 607 kt. The company noted rerouting of millions of tons of refining capacity due to Middle East disruptions. Higher aluminum prices provided a ~$55M gain in the aluminum segment, offset by a ~$15M hit in alumina. Alcoa highlighted ongoing challenges from the Iran conflict on alumina supply chains.