Here’s why these three aluminium stocks trading with losses up to 6% today

The same comes after the approval from Brazil’s oil, natural gas and biofuels regulator ANP to become a self-importer of gas.

Alunorte has reached a temporary agreement with its gas supplier CELBA regarding the termain access – lost production during the period of reduced alumina production is estimated to be 1 lakh to 1.2 lakh tonne. The refinery has consequently begun increasing alumina production.

On Wednesday, August 12, Alunorte had cut its alumina output to 50% of its capacity due to gas shortage. This had resulted in the shares of Nalco, Hindalco and Vedanta Aluminium rising up to 8% in the trading session.

Higher alumina prices are beneficial for firms such as Nalco as the same contributed to 27% of its FY26 EBIT and 44% of its financial year 2025.

The global alumina market surplus in 2026 is at 1.6 MT while in 2027 is estimated to be 0.5 MT.

Norsk Hydro’s capacity was approximately 6.3 MT of alumina from its ‘Alunorte’ refinery in 2025.Shares of Nalco, Hindalco, Vedanta Aluminium were in the red in early trade on Friday.While Nalco closed was down 5.5%, Hindalco and Vedanta Aluminium were down 2% and 1%, respectively.

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