In its half-year results announcement, UAE-based EGA unveiled the production resumption timeline for the Al Taweelah smelter, which was forced to shut down following an attack on 28 March.
18% of the plant’s total 1,262 reduction cells have been restarted. Output is projected to return to pre-incident levels in Q1 2027. Capital expenditure for the recovery is estimated at USD 400 million; most spending will be incurred in 2026, with the remainder falling into 2027.
The newly built recycling plant is currently operating at 10% capacity, targeting full production by end-Q4 2026.
Output at the alumina refinery fell sharply year-on-year in H1 2026. Its capacity recovered to 50% of pre-incident levels in early July.
![Raw Material Constraints and Weak Demand Kept Secondary Aluminum Operating Rates Low in July [SMM Analysis]](https://imgqn.smm.cn/usercenter/SBQYr20251217171651.jpg)
![Raw material constraints coupled with marginal weakening of demand kept the operating rate of secondary aluminum producers at low levels in July. [SMM analysis]](https://imgqn.smm.cn/usercenter/YYogD20251217171650.jpg)
