Fagor Ederlan Expands with Majority Stake in US Aluminum Producer

Fagor Ederlan

Strategic Move into Secondary Aluminum

Spanish automotive component producer Fagor Ederlan has acquired 51pc of US-based Regen Aluminum, strengthening its presence in North America. The acquisition aligns with Fagor’s sustainability strategy while boosting service capabilities for automotive and industrial customers across the region. As part of the deal, Regen Aluminum will be renamed Fagor Regen Aluminum, reflecting its integration into the parent group.

Regen Aluminum specializes in producing recycled aluminum ingots for automotive, aerospace, and electrical applications. The company has an annual production capacity of 5mn ingots, offering a reliable supply of low-carbon materials to customers. By leveraging Regen’s expertise, Fagor Ederlan enhances its ability to deliver sustainable solutions within the global aluminum supply chain.

Secondary Aluminum’s Role in Sustainability

The production of secondary aluminum significantly reduces carbon emissions, cutting the footprint by more than 90pc compared with primary aluminum. Therefore, this acquisition positions Fagor Ederlan as a stronger player in sustainable metals, a key priority for industries navigating decarbonization goals.

Fagor already operates facilities in Europe, China, and the Americas, and this move reinforces its global strategy. While financial details were not disclosed, the deal highlights the increasing strategic importance of secondary aluminum in global supply chains.

The Metalnomist Commentary

Fagor’s acquisition of Regen Aluminum underscores a growing trend: automakers and component producers are moving upstream into recycling to secure sustainable supply. As secondary aluminum gains traction, this deal signals how European firms are positioning to meet both regulatory and market-driven decarbonization demands in North America.

Novelis to Supply Low-Carbon Aluminum to Velux in Long-Term Sustainability Deal

Novelis

Strengthening Sustainability in the Aluminum Supply Chain

Novelis has signed a long-term agreement to supply low-carbon aluminum to Danish window manufacturer Velux Group, reinforcing the push for sustainable materials in building products. The US-based aluminum roller will provide 3XXX and 5XXX series aluminum from its European facilities for Velux’s roof windows and accessories. This deal builds on a 2022 letter of intent between the two companies, marking a firm commitment to reducing emissions across their value chains.

Driving Emissions Reduction Through High-Recycled-Content Aluminum

The low-carbon aluminum supplied by Novelis will contain at least 70% recycled content, significantly lowering the carbon footprint of Velux’s products. The collaboration targets a carbon intensity of 3 kg CO2eq per kilogram of flat-rolled aluminum or below by 2030. This aligns with Velux’s goal of halving its scope 3 emissions within the same period. By replacing virgin materials with recycled aluminum, both companies are addressing the high emissions intensity typically associated with primary aluminum production.

The partnership also positions Novelis as a key supplier in Europe’s transition to circular aluminum production. Its European facilities will play a central role in ensuring consistent supply while meeting stringent sustainability benchmarks. As demand for low-carbon aluminum continues to grow in the construction sector, such agreements provide long-term stability for both producers and buyers.

The Metalnomist Commentary

This Novelis–Velux agreement is a clear example of how upstream–downstream collaboration can accelerate decarbonization in aluminum-intensive industries. By embedding high-recycled-content aluminum into mainstream construction products, the partnership not only reduces emissions but also signals a broader market shift toward circular economy principles. The move could encourage similar agreements across other industrial sectors where carbon-intensive metals remain essential.

Vedanta Posts Record-High Metals Output in FY2024-25

Vedanta

Capacity Expansions and Operational Gains Fuel Performance Across Vedanta’s Mining Portfolio

Vedanta Resources reported a record-high metals production for the 2024–25 fiscal year, supported by capacity additions and operational efficiency. The company’s total metals output rose across key commodities including alumina, aluminum, zinc, lead, chrome, and copper.

Vedanta’s Lanjigarh refinery produced 1.97 million tonnes of alumina, up 9% year-on-year, driven by the commissioning of a new expansion train. This aligns with the opening of its 5mn t/yr alumina refinery in Odisha, supported by expanded rail infrastructure, streamlining raw material flow.

However, alumina production declined in the January–March 2025 quarter, dropping to 484,000t from 543,000t due to unplanned supply chain issues, which were later resolved.

Higher Aluminum, Zinc, and Chrome Output Reflect Strategic Execution

Aluminum production increased 2% to 2.42 million tonnes, with stable quarterly output confirming consistency in smelting operations. Zinc and lead production reached 1.05 million tonnes, up 2% owing to higher ore grades and improved mill recovery.

Meanwhile, chrome ore production rose to 250,000 tonnes, supported by enhancements at Ferro Alloys. Ferro-chrome output rose 4% to 83,000 tonnes, aided by the startup of a new furnace in Q4 despite earlier maintenance shutdowns.

Copper cathode production at the Silvassa smelter climbed 6% to 149,000 tonnes, reinforcing Vedanta’s non-ferrous expansion strategy.

Vedanta Reinforces Its Position in India’s Strategic Metals Sector

Vedanta’s diversified growth across base and industrial metals underlines its resilience and capital allocation discipline. From alumina and aluminum to zinc, lead, and copper, Vedanta’s performance bolsters India’s metal self-sufficiency amid volatile global markets.

While supply chain volatility remains a risk, Vedanta’s response capability and investment in infrastructure position it well for further growth. These production highs also contribute to India’s ambition to become a manufacturing and raw material powerhouse.

The Metalnomist Commentary

Vedanta’s year-end performance reflects more than just output—it’s a signal of India’s maturing industrial backbone. With strategic investment in refining and processing infrastructure, Vedanta reinforces its role in a global market seeking stable, diversified supply beyond China. The key challenge ahead will be sustaining momentum amid global pricing shifts and domestic regulatory changes.

Novelis to Close Two US Aluminum Facilities Amid Strategic Portfolio Consolidation

Novelis

Novelis Shutters Richmond and Fairmont Plants, Affecting Over 250 Jobs

US-based aluminum rolling giant Novelis will close two of its aluminum facilities in the US as part of a broader portfolio consolidation. The Richmond, Virginia, plant will cease operations by May 30, while the Fairmont, West Virginia, site will shut down by June 30, according to a company spokesperson. The closures will affect more than 250 workers, as indicated in Worker Adjustment and Retraining Notification (WARN) filings.

The Richmond site produces aluminum rolled sheet used primarily in the building and construction sector. Meanwhile, the Fairmont plant supplies sheet and light gauge fin/foil products to both domestic and international markets. Novelis has not yet disclosed where the affected production volumes may be redirected.

Uncertainty Over Tariff Impact and Supply Chain Adjustments

While Novelis did not attribute the closures directly to tariffs, the decision follows recent trade policy changes. The US Commerce Department in March added canned beer and empty aluminum cans to the list of aluminum products now subject to a 25% tariff. This expansion of aluminum trade restrictions has stirred concerns within the US packaging and metals industries.

The company has also declined to clarify whether production will shift to other US sites or move abroad. Analysts are closely monitoring whether this consolidation signals deeper shifts in Novelis' US manufacturing footprint or its evolving supply chain strategy.

Broader Implications for the US Aluminum Sector

These closures come amid heightened scrutiny of global aluminum trade flows, particularly involving Chinese overcapacity and retaliatory trade measures. As US-based firms reevaluate production economics, facility consolidation may become more common.

The aluminum rolling industry is capital-intensive, and margin pressures from construction and packaging demand fluctuations are significant. Novelis’ action could be a harbinger of a reshuffling of North American flat-rolled capacity in response to policy, demand, and cost headwinds.

The Metalnomist Commentary

Novelis’ consolidation reflects deeper tensions in the aluminum sector, balancing plant economics, demand variability, and trade pressures. As the US doubles down on tariffs, manufacturers face growing challenges in justifying capacity retention. The next moves from Novelis—and its rivals—will likely shape the trajectory of rolled aluminum supply in North America.

US Aluminum Supply Flat in November as Plate, Sheet and Bar Imports Surge

US Aluminum

Secondary Smelters Cut Output While New Scrap Drives Melting Growth

US aluminum supply remained virtually unchanged year-over-year in November 2024, totaling 699,000 metric tonnes (t), according to the latest US Geological Survey (USGS) data. Although overall supply edged up by just 1,000t compared to November 2023, imports of aluminum plate, sheet, and bar surged by 36%, supporting stability in the market.

The only supply category to show a year-on-year increase was plate, sheet, and bar imports, which rose by 29,000t to 110,000t. In contrast, crude aluminum metals and alloy imports declined by 14,000t to 263,000t, while domestic primary production dipped by 6,000t to 55,000t. This trend signals continued reliance on semi-fabricated imports amid weaker domestic output.

Secondary Smelters Lead Drop in Consumption and Recovery

Total aluminum consumption in November fell by 8,000t to 335,000t. Metal recovery dropped in tandem, falling 7,000t to 271,000t. Secondary smelters led the decline, reducing consumption by 5,000t to 205,000t and recovery by 4,000t to 153,000t. Independent mill fabricators also reduced consumption and recovery by 3,000t each.

However, year-to-date trends showed modest gains. Total aluminum consumption and recovery both rose by 50,000t in the first 11 months of 2024 compared to the same period in 2023, reaching 3.93 million tonnes and 3.21 million tonnes, respectively.

New Scrap Supports Melting Increases Despite Alloy Production Drop

Scrap utilization also shifted notably. In November, total aluminum scrap melted or consumed rose to 288,000t, up 4,000t from a year earlier. New scrap drove this increase, rising by 7,000t to 187,000t, while old scrap declined by 3,000t to 116,000t.

Cumulative data from January through November 2024 show total aluminum melted or consumed hit 3.399 million tonnes, up from 3.21 million tonnes a year earlier. New scrap increased by 159,000t, while old scrap rose by 30,000t.

Nevertheless, aluminum alloy production at secondary smelters fell. November’s total dropped by 3,400t to 91,400t. Production of 380 alloy and its variations declined 2,700t to 17,600t, while wrought alloys and extrusion billets rose slightly by 700t to 61,900t. Year-to-date alloy output fell by 43,000t, led by a 23,000t drop in 380 alloy production.

Efficient recycling process for rare earth elements through bioleaching and bioaccumulation

IMC University of Applied Sciences Krems

A research collaboration between BOKU Tulln and IMC University of Applied Sciences Krems is using the further development of bioleaching and bioaccumulation to develop a two-stage, environmentally friendly and sustainable process for recovering rare earth elements (rare earths).

In the bioaccumulation step, metal recovery rates of up to 85% were achieved from electronic scrap. The key to success lies in the combination of biotechnological processes. The promising foundations for these methods, which are currently under development, were recently published in Frontiers in Microbiology.

The sharp rise in demand for electronics in recent years, used in a wide range of electronic devices such as mobile phones, electric vehicles and computers, has led to an increase in waste containing rare earths. Most of this waste still ends up in landfills unused, even though rare earths are an important source of raw materials and have even been classified as critical raw materials by the EU.

For this reason, intensive research is being carried out into efficient methods of recovery. Compared to other methods, the microbiology-based methods of bioleaching and bioaccumulation represent a promising green alternative technology for recovering critical raw materials from electronic waste. It is cost-effective, does not produce hazardous or polluting secondary waste, and uses less energy.

The basic principles of the processes are based on the production of acids by certain microorganisms that can leach certain metals such as iron, copper or aluminum from the electronic waste. These metals interfere with the absorption process of valuable rare earths in the subsequent bioaccumulation. Both methods have been researched for some time by the two partners, BOKU Tulln and IMC University of Applied Sciences Krems, and the research teams have now joined forces in a promising collaboration and combined their expertise.

'Nothing comes from nothing' : Training for microbes

In addition to the researchers, the current study involved a number of other key players in the bioleaching process, which is summarized in the joint technology: bacteria of different species. For example, Acidithiobacillus thiooxidans and Alicyclobacillus disulfidooxidans, which were originally collected from an acidic mining lake (pH 2.6) in the Czech Republic and then grown together in the laboratory, were used in the bioleaching process. These acidophilic and chemolithotrophic organisms thrive in acidic environments and derive their energy from the oxidation of inorganic compounds.

In terms of bioaccumulation, Escherichia coli, the well-known intestinal bacterium, proved to be the most successful accumulator of rare earths.

The main practical challenge for the enrichment process used to recover rare earths is the high content of other metals typically found in e-waste. In particular, iron, copper and aluminum interfere with the biotechnological process. To overcome this problem, the researchers came up with another innovative option: "training" the microbes. Using a device called a morbidostat developed at IST-Klosterneuburg, the organisms are gradually accustomed to higher metal concentrations. However, the bioaccumulation process has to be carried out carefully so that the organisms do not lose their ability to accumulate the valuable substances.

Efficiency in stages

The methods currently used to extract rare earths are based on chemical processes, which are associated with the formation of environmentally harmful by-products and the creation of new problematic substances. A combination of biotechnological methods has clear advantages over chemical methods, as both the leaching and the accumulation in the cells of the bacteria are environmentally friendly and sustainable, and no hazardous or polluting substances are produced at any stage of the process.

However, further research is needed to overcome the wide variation in the composition of e-waste. Even if the concentration of interfering metals such as aluminum, iron or copper is changed, the technology must work in such a way that the results are reproducible and reliable.

The researchers at BOKU and IMC Krems are pursuing several strategies to achieve this. Another strategy is to acclimate the bacteria responsible for bioleaching and bioaccumulation to high concentrations of interfering metals. This is made possible by using a system called morbidostat. In this system, the micro-organisms are exposed to a gradually increasing concentration of interfering metals. Then researchers wait until acculturation occurs and the organisms start to grow further.

Together with the conditioning of the microorganisms, systems are being tested that can trigger a reduction in the concentration of interfering metals. The materials being investigated include the so-called lignin hydrogels developed at BOKU. The combination of these strategies aims to ensure the efficiency and sustainability of the innovative combination of bioleaching and bioaccumulation to develop a new, environmentally friendly method for recycling scarce rare earths.

Metal Futures Plunge Amid Rising Global Trade Tensions

LME

New US Tariffs and China's Retaliatory Measures Drive Sell-Off in Base Metals

Base metals on the London Metal Exchange (LME) saw a significant decline on Friday as the global trade environment became more volatile. The new US tariffs and China’s retaliatory actions sparked concerns about a potential full-scale trade war and its implications for global economic growth. This turmoil led to a sharp sell-off not only in metals but also in global equities, oil prices, and the wider commodities market.

Market Reactions to US-China Trade Tensions

On April 5, 2025, the LME base metals complex dropped sharply, reflecting fears over a global economic slowdown. LME-traded base metals, although not directly impacted by the new tariffs, suffered as the potential growth impact on industries that rely on industrial metals became apparent. Investors flocked to safe-haven assets, particularly government bonds and gold, as fears of a global recession intensified.

China responded to the US tariffs by imposing a 34% reciprocal tariff on all US imports, effective from April 10, 2025. Additionally, China announced measures including restrictions on rare earth exports and an investigation into DuPont’s Chinese subsidiary. These retaliatory actions further fueled concerns of escalating tensions between the two largest economies.

Sharp Declines in Key Base Metals

The turmoil hit key metals hard, with copper suffering a 5.74% drop on the LME, reaching $8,900 per metric tonne, a three-month low. Similarly, Comex copper fell by 8.83% to $4.402 per pound. Nickel, aluminum, zinc, lead, and tin all saw significant losses, with the three-month LME nickel dropping 3.56%, aluminum falling 2.84%, and zinc slipping 2.84%. The declines reflected the broader uncertainty surrounding global trade and the implications for demand in sectors reliant on industrial metals.

Meanwhile, the US dollar index weakened to 102.020, reflecting broader market instability. Despite a stronger-than-expected US employment report, the US dollar remained near its six-month low, further contributing to market volatility.

Global Equities and Oil Prices Under Pressure

Global equities mirrored the downturn in metals, with the S&P 500 losing nearly 5% by midday, marking its lowest point since last May. Stock markets in Japan, South Korea, and Europe were also significantly impacted, with Japan’s Topix falling 4.5%, and the Stoxx Europe 600 index closing 5.1% lower.

Oil markets also felt the pressure, with Brent crude dropping by 6.8% to $69.86 per barrel, and WTI falling by as much as 7.9% to $61.66 per barrel. The sharp drop in oil prices further compounded concerns of an economic slowdown, which has sent shockwaves through global markets.

Venture Metals Expands US Footprint with Strategic Acquisitions

Venture Metals

Acquisition of Thalheimer Bros and Mega Metals Bolsters Nonferrous Capabilities

Venture Metals has acquired Thalheimer Brothers and its subsidiary, Mega Metals. This strategic move significantly expands Venture's nonferrous recycling operations. The acquisitions add processing facilities in Philadelphia, Pennsylvania, and Phoenix, Arizona. These locations complement Venture's existing plants in Texas, Illinois, and South Korea. Mega Metals, specializing in titanium scrap, brings a critical new capability. 

This acquisition includes titanium 6-4 turnings, approved for aerospace reuse. Thalheimer Brothers strengthens Venture's position in stainless steel, copper, and aluminum recycling. They also handle nickel-based alloys and high-temperature metals. Rich Reiner will continue as CEO of both Thalheimer and Mega. Venture Metals aims to enhance its market presence in the US.

Titanium Expertise and Market Expansion

Mega Metals' focus on titanium scrap is a key asset. They are approved to handle titanium 6-4 turnings for aerospace. This includes 6-4 bulk weldable and 6-4 feedstock. They also process "ferrous" grades for ferro-titanium production. This serves both US and European markets. This expansion signifies Venture Metals' commitment to specialized metal recycling.

Mitsui increases stake in Brazil’s aluminum market

Japanese trading house Mitsui has raised its share in Nippon Amazon Aluminium (NAAC) to expand its offtake of low-carbon aluminum ingots produced in Brazil, as part of its strategy to bolster its decarbonization and metals businesses. Mitsui increased its stake in NAAC, which holds a share in Brazilian aluminum refiner Aluminio Brasileiro (Albras), from 21% to 46% for an undisclosed sum. This move will elevate Mitsui's offtake of Albras' aluminum ingots to 140,000 tons per year, up from the current 80,000 tons per year.

Mitsui intends to channel the increased offtake primarily to Japanese consumers, having already delivered Albras' low-carbon aluminum ingots mainly to the Japanese market.

NAAC owns a 49% stake in Albras, which produces 450,000 tons of aluminum ingots annually. The company reduces carbon dioxide emissions in its production process by utilizing renewable energy sources.

With the growing global demand for lightweight, recyclable aluminum produced with renewable energy, Mitsui anticipates increased demand driven by the accelerating trend toward decarbonization and aluminum needs across various industries, including automotive, aerospace, construction, packaging, and electrical wiring. The company also foresees a continued supply tightness for low-carbon aluminum.

In a related move, Mitsui has invested in India-based scrap metals trader and manufacturer MTC Group, aiming to capitalize on the rising metal demand in India.

Constellium Recycles Aluminum from Aircraft for New Aerospace Use

Constellium Recycling

Constellium Advances Circular Economy in Aviation

French aluminum producer Constellium has successfully recycled aluminum scrap from retired commercial aircraft into new aerospace-grade materials. The company announced that the process produced 2024 aluminum alloy that meets strict performance standards for new plane manufacturing. This milestone strengthens efforts to build a circular economy in aviation, reducing reliance on emissions-intensive primary aluminum.

Constellium partnered with Tarmac Aerosave, an aircraft dismantling company formed by Airbus, Safran, and partners, to carry out the trial. The company now plans to scale operations and improve throughput rates, extending the recycling process to additional alloys used in aircraft construction.

Recycled Aerospace Alloys Meet Industry Demands

The 2024 aluminum alloy produced in the project is widely used in fuselage skins, wing structures, and engine nacelle coverings. Its composition includes 4.4% copper, 1.5% magnesium, and 0.6% manganese, with the balance aluminum. These properties make it essential for aerospace applications requiring strength and durability.

Historically, recycling aerospace-grade alloys posed challenges because coatings and attachments distorted the chemistry during remelting. Constellium claims its new process overcomes these barriers, making aircraft aluminum recycling technically and commercially feasible. As a result, the company’s innovation could reshape supply chains by reducing waste and lowering carbon emissions.

The Metalnomist Commentary

Constellium’s breakthrough highlights a critical step toward decarbonizing the aerospace sector. By demonstrating that high-performance alloys can be recycled without compromising quality, the company positions itself as a leader in sustainable metals innovation. Scaling this process could significantly cut emissions and create a new standard for closed-loop manufacturing in aviation.

Vedanta Expands Metals Exploration Across India to Secure Critical Minerals

Vedanta

Multi-state exploration strengthens Vedanta’s role in clean energy supply chains

Vedanta expands metals exploration across six Indian states in a strategic push to secure critical minerals essential for clean energy technologies. The company is targeting copper, nickel, cobalt, vanadium, tungsten, chromium, and PGEs in regions including Maharashtra, Rajasthan, Bihar, Arunachal Pradesh, Karnataka, and Chhattisgarh. This initiative aligns with India’s growing focus on mineral self-sufficiency and value chain localization.

Auction wins and value-added aluminum investment boost vertical integration

In the fourth round of India’s critical mineral auctions, Vedanta secured four mineral blocks. These include vanadium and graphite in Arunachal Pradesh, and a polymetallic block with cobalt, manganese, and iron in Karnataka. Its subsidiary Hindustan Zinc (HZL) also won two tungsten blocks in Andhra Pradesh and Tamil Nadu. Alongside exploration, Vedanta is expanding downstream capabilities—targeting over 90% value-added aluminum output through investments in billets, foundry alloys, rolled products, and wire rods.

Zinc alloy innovation and aluminum capex signal industrial diversification

HZL is diversifying zinc use cases beyond steel galvanization by launching a 30,000-tonne zinc alloy facility. Meanwhile, Vedanta is investing $1.5 billion to expand aluminum smelting and rolling capacity, including a major upgrade at its Odisha plant. These developments aim to deepen Vedanta’s footprint in aerospace, defense, solar, EVs, and battery infrastructure—critical to India's low-carbon ambitions.

The Metalnomist Commentary

Vedanta’s aggressive critical mineral exploration and aluminum investments reflect India’s urgent drive to localize energy transition supply chains. With a diversified portfolio and state-backed auction wins, Vedanta is positioning itself as a key pillar in India's clean energy industrial ecosystem.

Rio Tinto Anticipates Higher Copper and Aluminum Production in 2025

Rio Tinto

Rio Tinto, the UK-Australian mining giant, has projected a significant increase in copper and aluminum output in its 2025 forecasts, signaling robust growth prospects for these critical industrial metals. Today, the company announced that it expects copper production to jump to 780,000–850,000 tonnes, a considerable rise from this year's 660,000–720,000 tonnes.

Expanded Output at Oyu Tolgoi Copper Mine Drives Growth

This increase is largely attributed to a 50% output boost at the Oyu Tolgoi copper mine in Mongolia, a critical asset in Rio Tinto's portfolio, which aligns with the company’s strategic objective to hit an annual production of 1 million tonnes of copper by 2030.

Broader Increases Across Aluminum and Other Metals

Alongside copper, projections for aluminum production also show an optimistic uptrend. The company's 2025 aluminium output is forecasted to increase to between 3.25 million and 3.45 million tonnes, up from the current 3.2 million to 3.4 million tonnes. This rise is part of a broader escalation in Rio Tinto's production across the board, with bauxite and alumina outputs also seeing upward revisions. Specifically, bauxite production is expected to grow from 53 million to 56 million tonnes in 2024 to 57 million to 59 million tonnes in 2025, and alumina production is set to increase from 7 million to 7.3 million tonnes to 7 million to 7.8 million tonnes.

To support these ambitious production targets, Rio Tinto has also revised its capital expenditure for 2025 upwards to an estimated $11 billion from $9.5 billion in 2024. This financial commitment underscores the company’s dedication to expanding its mining and production capabilities, reflecting confidence in the ongoing demand for these essential metals.

The strategic ramp-up in production capacities at key sites like Oyu Tolgoi and the increased capital investments highlight Rio Tinto's proactive approach to capitalizing on the expected global demand for copper and aluminum, driven by sectors such as electronics, construction, and automotive industries.

Novelis, TSR Forge 3-Year Partnership for Aluminum Scrap Supply in Push for Low-Carbon Future

TSR Recycling

In a pivotal move toward sustainability, US-based aluminum manufacturer and recycler Novelis has announced a three-year agreement with European scrap processing leader TSR Recycling. This strategic partnership will secure a stable supply of approximately 75,000 metric tons of end-of-life, pre-sorted, and processed aluminum scrap annually, supporting Novelis’ mission to deliver low-carbon aluminum sheet for automotive applications.

With Novelis recycling around 700,000 metric tons of aluminum scrap in Europe last year, the company aims to expand this figure by an additional 50,000 metric tons, boosting its green production capacity. TSR Recycling, well-versed in the processing of both ferrous and non-ferrous scrap, has long collaborated with Novelis, and this agreement further solidifies their shared commitment to a sustainable, low-emission future for the metals industry.

A Rising Demand for Recycled Material

The agreement reflects an intensifying demand for recycled aluminum as part of the global shift toward sustainable feedstock in metal production. Aluminum producers, increasingly pressured to lower scope 2 emissions, are prioritizing materials with high recycled content. Novelis has taken a proactive approach, working closely with automotive clients to integrate both pre- and post-consumer scrap into its high-recycled-content aluminum alloys. "Availability of end-of-life material is crucial as Novelis is constantly developing innovative solutions with its automotive customers," the company stated, highlighting the importance of a reliable scrap supply to support greener, circular manufacturing.

This partnership positions Novelis and TSR at the forefront of an industry shift where sustainability isn't just a strategy but a growing imperative driven by regulatory changes, consumer expectations, and an accelerating demand for low-emission products in the automotive sector.

Steel Dynamics Begins Aluminum Production at Columbus Facility

Steel Dynamics

New Plant to Boost Flat-Rolled Aluminum Output

Steel Dynamics (SDI), a leading electric arc furnace steelmaker and recycler, successfully cast its first industrial and beverage can ingots at its newly launched aluminum facility in Columbus, Mississippi, on January 12. Operating under the Aluminum Dynamics brand, SDI aims to produce 650,000 metric tonnes of flat-rolled aluminum annually, supporting the beverage, automotive, and common alloy markets.

Production Capacity and Recycling Strategy

Starting in June, 45% of SDI’s aluminum output will go toward can sheet production, 35% will serve the automotive industry, and 20% will be used for common alloy applications. By the end of 2025, the facility expects to operate at 50% utilization, ramping up to 75% through 2026.

To meet demand, SDI will rely on 900,000 tonnes of recycled aluminum slabs. The Columbus site will supply 70% of these materials, while two satellite slab centers in Mexico and Arizona will contribute the remaining 30%. The Mexico facility is set to launch in the first quarter of 2025, followed by Arizona later in the year.

Nonferrous Recycling Trends

Despite the expansion, SDI’s nonferrous recycling shipments saw a slight decline in 2024. Shipments fell to 965 million lbs from 970 million lbs in 2023, with fourth-quarter volumes dropping to 226 million lbs from 234 million lbs a year earlier. However, the new aluminum operations are expected to strengthen the company’s position in the recycled metals market.

US Aluminum Supply Dips in August 2024 Amid Import and Primary Production Declines

US Aluminum

The US aluminum market experienced a slight contraction in total supply during August 2024, primarily driven by reduced imports of crude metals and alloys, coupled with lower primary production figures. Data released by the United States Geological Survey (USGS) reveals a 1.9% year-on-year decrease, with total supply reaching 716,000 metric tonnes (t), down from 730,000t in August 2023.

A significant factor contributing to this decline was a 15,000t drop in imports of crude metals and alloys, landing at 268,000t. Primary production also saw a decrease of 6,000t, settling at 56,000t. Secondary recovery from old scrap also experienced a decrease of 6,000t to 132,000t. However, an increase in secondary recovery using new scrap, up 13,000t to 166,000t, partially offset these losses.

Year-to-date figures for August show a similar trend, with total new aluminum supply totaling 6.05 million t, compared to 6.11 million t during the same period in 2023. While primary production fell from 504,000t to 452,000t year-to-date, a 134,000t increase in imports of plates, sheets, bars, and other aluminum products to 838,000t mitigated a more substantial year-to-date decline.

Consumption and Scrap Trends

Despite the supply dip, total metal consumption and metal recovery in August 2024 saw year-on-year increases of 7,000t and 6,000t, respectively. Independent mill fabricators played a key role in this growth, boosting consumption by 11,000t to 148,000t and metal recovery by 12,000t to 136,000t. Conversely, secondary smelters reported decreased consumption and metal recovery.

Total scrap melted or consumed in August 2024 reached 315,000t, a 20,000t increase from August 2023. This growth was entirely attributed to new scrap, which saw a 22,000t increase to 186,000t. Year-to-date August 2024 figures show a 140,000t increase in total aluminum melted or consumed, driven by both new and old scrap.

Secondary Alloy Output

Aluminum alloy production at secondary smelters experienced a year-to-date August decline of 37,000t to 722,000t. Notably, production of 380 alloy and its variations saw a 15,000t decrease.

Real Alloy Kentucky Unionization: Workers Join Teamsters at Morgantown Aluminum Plant

Real Alloy

Over 130 workers at secondary smelter vote to unionize amid broader labor momentum in U.S. metals sector

Plant operations to continue as collective bargaining negotiations begin for first formal labor contract

Real Alloy Kentucky unionization efforts gained traction last week as 70% of the workforce at the company’s Morgantown, Kentucky plant voted to join the Teamsters. This marks a significant labor development in the U.S. secondary aluminum market, where employees seek more structured representation amid rising industry demand and cost pressures.

Union-backed workers to negotiate first contract at 210,000ft² aluminum recycling facility

The Morgantown site includes three rotary furnaces, a reverberatory furnace, and a holding furnace for producing recycled secondary ingot (RSI) and molten metal from aluminum scrap. It also features a shredding line and salt cake processing system, reinforcing its position as a vertically integrated aluminum recycler. Now under Teamsters representation, workers will begin negotiating their first collective bargaining agreement with the Ohio-based company.

Four other Real Alloy sites already operate under labor union agreements

Real Alloy Kentucky unionization follows similar arrangements at four other company facilities, including one in Wabash, Indiana, and three more in Canada, Mexico, and Macedonia, Ohio. While no timeline has been set for contract talks in Morgantown, the unionization signals growing labor alignment across Real Alloy’s North American operations. At this time, there is no indication that production will be disrupted.

The Metalnomist Commentary

The Real Alloy Kentucky unionization reflects increasing labor mobilization in downstream metals. As recycled aluminum demand rises, organized workforces may become a new norm, impacting wage structures, retention strategies, and operational dynamics in the secondary smelting sector.

Ryerson Expands Portfolio with Acquisition of Production Metals

Ryerson, a leading metals service center, has strengthened its position in the U.S. Northeast by acquiring Production Metals, a specialty steels distributor based in Monroe, Connecticut. The acquisition, announced on August 2, broadens Ryerson’s portfolio, adding a variety of aluminum, stainless steel, and brass products, which Production Metals supplies across the New England region.

Production Metals is known for offering a range of alloys in various forms, including bars, plates, tubes, sheets, and angles. This acquisition is particularly significant for Ryerson as it enhances the company’s exposure to key industries such as aerospace, defense, and semiconductors—sectors that are central to Production Metals' customer base.

While the financial terms of the deal have not been disclosed, Ryerson emphasized that the addition of Production Metals aligns with its strategic goals of expanding its footprint in high-demand markets and diversifying its product offerings.

China Expands Copper and Aluminium Duty Exemptions for 2025

Recycled Copper

In a bid to promote sustainable growth, China has announced expanded import duty exemptions on recycled copper and aluminium feedstocks for 2025. This change is part of the country’s broader strategy to bolster green and low-carbon development in its metal industries. The move reflects China’s ongoing efforts to ease restrictions on secondary copper and aluminium imports, which could have significant implications for both domestic and international markets.

Expansion of Duty Exemptions

Under the new policy, China will expand the HS code 74040000 to include “recycled copper and alloy feedstock” for 2025, up from just "recycled brass copper feedstock" and "recycled copper feedstock" in 2024. Similarly, the HS code 76020000 will also broaden to cover “recycled aluminium and alloy feedstock” from the previous scope of "recycled cast aluminum alloy feedstock" in 2024. The import duties for both categories will remain at zero for 2025, continuing the exemptions in place for 2024.

This expansion is intended to enhance the country’s circular economy and support the shift toward greener practices in the recycling and processing of metals. According to China’s Ministry of Commerce, the adjustments will help promote low-carbon development, driving demand for sustainable production methods.

The move follows an increase in China’s copper scrap imports, which saw a 14% rise from January to November in 2024 compared to the previous year, signaling a positive trend for the country's metal recycling sector.

Continued Duties on Other Base Metals

While China is easing import duties on certain recycled metals, the government has decided to keep export duties on various base metals, minor metals, ferro-alloys, and rare earths in place for 2025. This includes maintaining the 40% export duty on ferro-chrome, a 25% duty on silico-manganese and ferro-silicon, and a 20% export duty on ferro-manganese. These duties align with China’s broader objective of controlling the export of energy-intensive and pollution-heavy products.

The country will also continue with export duties on a variety of concentrates, such as lead, zinc, tantalum, and niobium, as well as a 20% duty on tin, tungsten, and antimony concentrates, which are less frequently exported due to China’s limited domestic resources of these metals. Additionally, China will maintain duties on several metals, including a 5-15% export duty on copper, nickel, and zinc alloys and products.

China's new policy also includes a zero import duty on spodumene for 2025, marking another significant move in its strategic approach to securing key raw materials for its growing battery and electronics industries.

Novelis Targets Carbon Neutrality by 2050, Sets Ambitious 2030 Benchmarks

Novelis

Novelis, a leading US-based aluminum roller and recycler, has laid out its roadmap for achieving carbon neutrality by 2050. The company’s recently released sustainability report outlines key decarbonization goals for 2030, focusing on reducing emissions and increasing the use of recycled aluminum.

Key 2030 Targets

• Recycled Content: Novelis aims to increase the average recycled content in its aluminum products to 75%, up from the current 63%.
• Emission Reduction: The company plans to limit Co2 emissions to less than 3 metric tons (t) per ton of flat-rolled aluminum shipped.
• Beverage Cans Innovation: Novelis is designing a single-alloy beverage can to achieve 90% recycled content in its beverage packaging sheets, up from approximately 80% today.

Progress on Emissions Reductions

Since its fiscal year 2016 baseline, Novelis has achieved a 27% reduction in scope 1, 2, and 3 emissions, cutting emissions from 20 million tons to 14.6 million tons in fiscal year 2024. This progress keeps the company on track to meet its interim goal of a 30% reduction by 2030.

A Leader in Sustainability

As the largest aluminum recycler in the world, Novelis’ efforts to integrate higher recycled content not only contribute to emissions reductions but also align with global sustainability trends. The company’s beverage packaging innovation demonstrates its commitment to reducing environmental impact in a key product category.

By focusing on reducing its carbon footprint and embracing circular practices, Novelis is positioning itself as a leader in the sustainable metals industry while advancing toward its long-term carbon neutrality goal.

Tomra and Redwave Partner to Share Zorba Sorting Technology

Tomra

In a strategic move to enhance metal recycling capabilities, Germany-based Tomra and Austria-based Redwave, leaders in recycling and mining equipment, have entered a non-exclusive agreement to share their zorba sorting technologies. This collaboration aims to provide customers with a wider range of solutions for efficiently sorting and separating mixed metals.

Technology Sharing to Boost Recycling Efficiency

Tomra’s X-ray fluorescence (XRF) technology, renowned for its ability to distinguish materials based on atomic density, efficiently separates heavy metals from aluminum. Meanwhile, Redwave’s X-ray transmission (XRT) technology specializes in sorting mixed metals by chemical composition, refining them into single-metal products.

Under this agreement, both companies will retain independent operations but will offer each other’s technologies directly to their respective customers. This approach allows industries to optimize recycling processes and improve the quality of recovered materials by leveraging complementary sorting techniques.

Driving Sustainable Metal Recovery

This partnership addresses the growing demand for advanced recycling solutions in the context of increasing global metal consumption and waste management challenges. By combining their technological expertise, Tomra and Redwave aim to enhance the recovery of valuable metals, reduce waste, and support sustainability in the metal recycling and mining industries.