economy
March 12, 2026
Japanese auto parts makers eye Russian aluminum
The escalating war in the Middle East has disrupted the aluminum trade, pushing Japanese auto parts makers into talks with Russia’s Rusal
TL;DR
- Japanese auto parts makers are negotiating with Russian aluminum producer Rusal.
- Disruptions from the Middle East conflict are squeezing global aluminum supplies.
- Japanese firms had previously stopped buying Russian aluminum in 2022 due to the Ukraine conflict.
- Rusal has been shifting its focus to Asia amid reduced European demand and upcoming EU quotas.
- South Korean auto parts makers are also reportedly in talks with Rusal.
- Key exporters like Aluminium Bahrain and Emirates Global Aluminium have faced disruptions.
- Aluminum prices have reached a nearly four-year high due to supply concerns.
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