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2026 AGENDA

 
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09:00

09:00 - 09:25

25 Minutes

Keynote Session: Opportunities for growth amid the energy transition

  • Is aluminium set for a demand surge as it benefits from new applications linked to the energy transition?
  • Or is price competitiveness being eroded leading to demand growth curtailments?
  • And is most of the industry’s primary smelter growth this decade fossil fuel led?

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09:25

09:25 - 10:30

65 Minutes

CEO panel - Navigating geopolitical turmoil and adapting to the energy transition

10:30

10:30 - 11:00

30 Minutes

Refreshments

11:00

11:00 - 11:20

20 Minutes

Trade and the circular economy

11:20

11:20 - 11:40

20 Minutes

Indonesia, the new supply frontier

  • What factors govern the breadth and scope of primary output growth in Indonesia?
  • What impact does supply growth in the SE Asian nation have on industry decarbonisation?
  • How does primary aluminium expansion in Indonesia compare to that of the nickel industry and previous Chinese aluminium output growth?

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11:40

11:40 - 12:30

50 Minutes

Supply growth and implications for decarbonisation

  • New technology for decarbonisation
  • Alumina projects
  • Recycling growth

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12:30

12:30 - 14:00

90 Minutes

Lunch

14:00

14:00 - 14:20

20 Minutes

Aluminium in Light Vehicles: Opportunities, Threats, and Substitution risk

  • Will aluminium demand in light vehicles continue to rise?
  • What factors are reshaping material selection in light vehicles?
  • Is aluminium intensity (kg per vehicle) in light vehicles under threat from alternative materials?

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14:20

14:20 - 14:40

20 Minutes

Aluminium vs copper – what are the opportunities for the light metal?

  • Copper prices have recently hit a series of record hight, increasing the copper aluminium ratio, would this lead to a boost in aluminium demand and substitution opportunities?
  • The rise in copper prices have spurred aluminium prices to rise in the short term, potentially supporting substitution away from aluminium, what would these opposing factors mean for the light metal?

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14:40

14:40 - 15:30

50 Minutes

Demand surge or stagnation ahead?

  • Competitive materials
  • Downstream presentations
  • China’s future role in the aluminium sector
  • India’s growth story

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15:30

15:30 - 16:00

30 Minutes

Refreshments

16:00

16:00 - 17:00

60 Minutes

Prices, premiums & economics

  • Global macro economic outlook 
  • Alumina price forecasts
  • Prices and premiums

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08:00

08:00 - 09:00

60 Minutes

CRU workshop

  • Outlook for raw materials
  • Smelter profitability and what it means for investment
  • The battle for scrap and long term trends

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09:00

09:00 - 10:00

60 Minutes

Panel Discussion: ASI Champions

  • How is sustainability + aluminium shaping up in 2026?
  • What is the value add of ASI to companies and/or the sector, as well as the broader challenges for sustainability progress now?
  • How does ASI contribute, and how can it further evolve?  

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10:00

10:00 - 10:30

30 Minutes

ASI Standards revision: what might the 2027 versions look like?

ASI Standards revision: what might the 2027 versions look like?

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11:00

11:00 - 12:30

90 Minutes

Closing Loops

  • Policy, technology, infrastructure & investment
  • Global Beverage Can Circularity Alliance
  • Bauxite Residue

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12:30

12:30 - 14:00

90 Minutes

Lunch

14:00

14:00 - 15:30

90 Minutes

Supply chain due diligence and risk mitigation: bauxite to aluminium

  • How are due diligence expectations increasing focus on sustainability risks and impacts in aluminium supply chains?
  • What are the evolving focus areas (such as climate, deforestation, conflict, human rights impacts, livelihoods) and information flow needs?
  • Supply chain risks and mitigation overview, primary production focus
  • Supply chain risks and mitigation overview, scrap/waste-pickers focus
  • Digital product passports:  what are the data needs for battery regulations?
  • Interoperability and digital credential exchange between standards initiatives
  • Auditors perspective on effective due diligence processes

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15:30

15:30 - 16:00

30 Minutes

Refreshments

16:00

16:00 - 17:30

90 Minutes

Climate

  • Sectoral shifts
  • What is driving the change?
  • What has ASI’s Pathways approach delivered:
  • Target setting
  • Target aligned performance
  • What has it not?
  • Materiality & differentiation
  • Where to focus?
  • Driving measurable sectoral change while adding value to companies
  • What can we look forward to in ASI’s second decade?
  • What needs to happen at sector level?

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09:00

09:00 - 12:30

210 Minutes

CBAM

  • The mechanisms of CBAM
  • Policy - Definitions, Limitations on Driving Change
  • Precision /uncertainty - When does it matter, data availability/cost? 
  • Data and methods available (IAI, CRU, ASI  pathways method)
  • Organisational Perspectives

 

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