Kaiser Aluminum shipped 274 million pound (124,284 tonnes) of aluminium in Q4 2025, down by 6 per cent from 292 million pound (132,449 tonnes) in Q4 2024. Consequently, the company’s full-year shipments slipped 5 per cent Y-o-Y from 1,172 million pound (531,610 tonnes) to 1,108 million pound (502,580 tonnes). While volumes faltered, pricing dynamics worked decisively in Kaiser’s favour. At the end of December 2025, the global aluminium prices on London Metal Exchange reached USD 2,968 per tonne, potentially up by 13.6 per cent than the early September level. This strong aluminium prices translated into Kaiser’s positive net sales of USD 929 million in Q4, up from USD 765 million Y-o-Y.

This week the upstream sector of the global aluminium industry witnessed many significant events. News of new highs, marginal misses, financial results, etc, have kept the industry on its toes.