“Global Aluminium Market Deep Dive 2026: The Power of Portland, Tomago, Malaysia, and Indonesia by SO OK TRADING” : 7 OCT 2026
Global Aluminium Market Overview and the Role of Portland, Tomago, Malaysia, and Indonesia From P1020 Raw Material to Thailand and Asia’s Industrial Supply Chain SO OK TRADING : 7 OCT 2026
✨ Introduction
Aluminium is one of the world’s most strategic metals, playing a vital role in the global economy and downstream industries — from packaging and automotive to energy and electronics. In particular, P1020 Aluminium Ingot (99.7% purity) is recognized as the “core raw material” that underpins the entire supply chain.
This article explores the latest developments of key producers — Portland Aluminium and Tomago Aluminium (Australia), Press Metal (Malaysia), and INALUM (Indonesia) — and their connections to the Thai market, while analyzing the outlook and future direction of the industry.
⚙️ Content
Portland Aluminium – Full Recovery
Capacity Restart: Increased smelting pots from 350 → 380 to meet rising global demand amid Middle East tensions
Stable Energy: New 287 MW power contract with AGL Energy until 2035 → ensures ~358,000 tons/year output
Alcoa Performance: Latest quarterly revenue $4 billion (+24%), exports up 18%, average selling price $4,752/ton
Impact on Thailand: Stable supply, but prices remain high in line with global markets
Tomago Aluminium – Transition to Renewables
Electricity Crisis: Previously at risk of shutdown due to power costs (40% of total cost) → government intervention
Renewable Energy Targets: 50% by 2030, 100% by 2035
Production Capacity: ~590,000 tons/year (37% of Australia’s total)
Export Market: 90% exported to Asia, including Thailand → supply chain stability
Malaysia – Hub for Low-Carbon Aluminium
Press Metal Aluminium Holdings Berhad (PMB/PMS)
Capacity: 1,080,000 tons/year
Hydropower-based → Low-carbon aluminium
LME-registered → globally recognized
Secondary Alloy Producers: Daiki Aluminium, MAA, AM Alloy, KM Aluminium → producing ADC12, ADC10, LM6 for automotive and electronics
Advantage for Thailand: 0% import duty (AFTA Form D), short shipping time from Port Klang → Laem Chabang
Indonesia – Premium Ingot and Thai Partnership
INALUM (PT Indonesia Asahan Aluminium)
Premium Ingot 99.70–99.90%
Hydropower from Asahan Dam → Low-carbon aluminium
Secondary Alloy Partners: PT Sumi Win Metal / Win Asia Thailand → integrated with Thai supply chain
Advantage for Thailand: 0% import duty (ATIGA Form D), diversified supply sources
Importance of P1020 Aluminium Ingot
Rolling & Foil: Food/medicine foil, cans, composite panels
Extrusion: Construction profiles, solar structures
Automotive & EV: Engine parts, alloy wheels, battery enclosures
Electrical & Wire Rods: High-voltage cables, conductors
Electronics & Consumer Goods: Heat sinks, smartphones, cookware
Outlook and Industry Direction
Portland Aluminium: Stable supply but high prices → Thai buyers must manage costs
Tomago Aluminium: Renewable transition → aligns with EU/US CBAM requirements
Malaysia & Indonesia: Low-carbon aluminium + 0% tariffs → cost and ESG advantages
Global Trend: Rising demand for low-carbon aluminium, especially in EVs and renewable energy
Conclusion The global aluminium market is entering a new era focused on supply stability + environmental sustainability. Major producers in Australia, Malaysia, and Indonesia are adapting to meet this demand. For Thai businesses, access to tariff-free and clean-energy aluminium sources offers a strategic advantage to reduce costs and enhance competitiveness in the global market.
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