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Novelis recently released its fiscal 2026 Q3 results, highlighting the impact of the fire at its Oswego plant. The production disruption at the Oswego plant is expected to reduce shipments by 72,000 mt. This resulted in a pre-tax negative impact of $54 million on adjusted EBITDA and net loss. The net loss was further affected by a pre-tax loss of $327 million related to the fire. Despite the decline in paired volume, net sales increased 3% YoY to $4.2 billion, primarily driven by higher average aluminum prices.

According to foreign media: Recently, Egypt Aluminum signed a contract with Italian aluminum rolling equipment manufacturer Mino to carry out upgrades. Egypt Aluminum has invested 19 million euros to upgrade its cold rolling production line. This is a step in Egypt Aluminum's ambitious development plan: to enhance competitiveness, support the national industry, and implement new high-value-added projects. The company signed a contract with Italian aluminum rolling equipment manufacturer Mino to implement the upgrades. The contract period is 27 months and will improve the efficiency of the cold rolling line, which is a key step to extending its service life and ensuring the required thickness and specifications for the planned foil plant.

Australia's Alpha HPA has broken ground on the second phase of what is planned to be the world's largest single-site ultra-high-purity alumina refinery. Located on a 10-hectare site in Gladstone, Australia, the project will utilize proprietary licensed solvent extraction and refining technology to produce alumina products with purity levels as high as 99.99% in commercial quantities, supplying critical raw materials for global industries such as lithium batteries, LED lighting, and semiconductor manufacturing. It is reported that the second phase will build upon the established first-phase operations. The company's initial facilities, already housed in a smaller building at the site, have been producing a range of high-purity alumina and aluminum products on a scaled basis.

Recently, Hangzhou Erxing Auto Parts Co., Ltd. (hereinafter referred to as "Erxing Auto Parts") entered the pre-approval publicity stage for its annual production project of 1 million automotive chassis systems, marking a critical phase in the company's transformation and upgrading in the automotive parts manufacturing sector. This project is expected to inject new momentum into the development of the Yangtze River Delta automotive industry cluster. The announcement indicated that the project had successfully completed the approval process and entered the pre-approval publicity stage of the Hangzhou Municipal Bureau of Planning and Natural Resources in February 2026. It is scheduled to commence construction in Q1 2026 and be completed and put into operation in Q1 2028.

Recently, the signing ceremony for the high-performance battery aluminum foil project between Sichuan Yibin Sanjiang New Area and Anhui Jinyu Co., Ltd. was held. It is reported that Anhui Jinyu Materials Co., Ltd. specializes in the R&D and processing of aluminum series alloy materials. The company currently operates two entities—Tongling Jinyu Aluminum-Based New Materials Company and Anhui Jinyu Materials Co., Ltd.—with three factory sites spanning nearly 500 acres and employing approximately 1,200 staff. Its main products include air conditioner aluminum foil and new energy battery aluminum foil.

After the Start of Spring, in the Luotuoquanzi Industrial Park of Xinxing Development Zone in Xinjiang, red factory buildings stand on the Gobi Desert like desert camels. In the dawn, 360 600KA electrolytic cells were successfully powered up and began operating, with molten aluminum surging like lava. This hot land is rapidly emerging as the largest green aluminum production base in Northwest China, injecting low-carbon vitality into the transformation of energy-intensive industries. The project has a total investment of 5.143 billion yuan and is expected to construct an annual production line of 580,000 mt of aluminum, along with a full set of supporting facilities.

According to foreign media: Recently, Emirates Global Aluminium Spectro Alloys (EGA Spectro Alloys) signed a major contract with Presezzi Extrusion, under which the latter will supply core scrap recycling equipment for the former. This marks an important milestone in the company's ongoing efforts to advance aluminum processing technology. Since 2024, Emirates Global Aluminium (EGA) has held an 80% stake in Spectro Alloys. The company is currently further expanding its aluminum recycling capacity in Minnesota, US. In July 2025, the company completed a large-scale expansion, increasing the total annual production of secondary aluminum billets to 120 million pounds.

On February 9, the Science and Technology Engineering enterprise obtained a hazardous waste operation license issued by the Department of Ecology and Environment of Ningxia Hui Autonomous Region. The hazardous waste operation capacity increased from the original 50,000 mt/year to 90,000 mt/year, laying a solid foundation for the enterprise to develop a circular economy and deepen the resource utilization of hazardous waste.

According to reports, Kazakhstan has formally signed a tripartite cooperation memorandum with the US-based Open Element company and South Korea's Hands company, finalising the construction project of the country's first modern aluminum wheel manufacturing plant. This marks a critical step in the transformation of Kazakhstan's automotive parts industry toward high-end and localised production, and also serves as a significant milestone in deepening its international industrial cooperation and strengthening its industrial capabilities. The project is led by Kazakhstan's leading domestic automaker, Astana Motor Company, in collaboration with Open Element from the US and Hands from South Korea.

On the evening of February 11, (600157) disclosed an announcement stating that the company is steadily advancing the acquisition of mining rights for aluminum under coal at eight mines, including Sendayuan and Jintaiyuan. Among them, the bauxite and associated resources at the Sendayuan Mine have completed reserve assessment and filing, confirming abundant bauxite and strategic rare metal gallium resources. Recently, the company's Jintaiyuan Mine also received the "Reply Letter on Review and Filing of Mineral Resource Reserves" issued by the Department of Natural Resources of Shanxi Province, approving the mineral resource reserve assessment for the Jintaiyuan Mine. Based on the detailed survey of bauxite and other resources at the Jintaiyuan Mine, the exploration area accounts.

According to foreign media reports, Mozambique's Minister of Mineral Resources and Energy, Estevao Pale, stated on Monday that the government is taking all necessary measures to ensure the continued operation of the Mozal aluminum smelter owned by Australia's South32. The minister made these remarks to reporters on the sidelines of a conference in Cape Town, South Africa. In December, South32 indicated that due to the failure to reach a power agreement with the Mozambican government, its Mozal plant would enter a maintenance state by March, which would also incur a one-time cost of $60 million.

According to Miningweekly, ASX-listed Canyon Resources announced that its Minim Martap bauxite project in Cameroon will enter the mining phase, with surface mining scheduled to begin in February. Minor logistical delays have pushed the first trial shipment of bauxite to Q3. In a development update released on February 6, the company stated that the commencement of open-pit mining in February marks a key operational milestone for the project, transitioning it from the development phase to the mining phase. Ore transportation from the mine is expected to begin in Q2, facilitated by the ongoing upgrade of the transport road connecting the Danielle Plateau with the Inland Rail Facility (IRF), which the company says remains on schedule.

In summary, during the 2026 Chinese New Year period, the five segments of the aluminum industry chain exhibited differentiated operational trends.