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Analysis · November 2026

Aluminium in the EU-27 economyvalue, circularity and security of supply

The nine smelters of the EU‑27 produce about 1,100 kt of primary aluminium, while refiners, rolling mills, extruders and foundries produce about 4,510 kt of secondary aluminium – 41% of the aluminium first used. Net extra-EU imports of unwrought aluminium are 5,460 kt, and the value chain with its EU suppliers generates EUR 31.9 bn of value added and 382,000 jobs.

Base year
2024; trade to 2025
Data cut-off
31.10.2026 (statistics), 10.11.2026 (law)
Model
AL‑EU v1.1, Monte Carlo 10,000 draws, dynamic model 1960–2035
Report
57 pages, EN

At a glance

31.9EUR bn

gross value added – aluminium value chain with its EU suppliers

381,863jobs

in the aluminium value chain and at its EU suppliers

4,508kt

of secondary aluminium – 2,508 kt remelted by semis producers and foundries and 2,000 kt from refiners

41%

of the aluminium first used in the EU comes from secondary materials

168Mt

of aluminium in use – in vehicles, buildings, networks and products (374 kg per person)

41.3Mt CO₂e

of emissions potentially avoided each year by secondary aluminium – mostly outside the EU

Central values for 2024. The line below each figure shows the 90% uncertainty band (P5–P95) against a scale from zero. Gross contributions, not net effects; taxes are an attribution, not a fiscal balance. Tonnages include alloying elements.

00

Seven findings

  1. EUR 31.9 bn with the supply chain

    The extended aluminium value chain generated about EUR 18.5 bn of gross value added in 2024 and employed about 220,000 people; with the supply chain inside the EU, EUR 31.9 bn and about 382,000 jobs. Rolling, extrusion, wire and foil (A4) and castings (A5) account for 84% of direct value added, primary smelting (A3) for 2%.

  2. Recycling: EUR 2.24 bn directly

    Collection and trade of scrap (A1) and refining of scrap into casting alloys (A2) generated EUR 2,240 m of value added and about 30,600 jobs, EUR 4,190 m with the supply chain. Attributing the value added of semis producers and foundries in proportion to the scrap share of their metal input would add EUR 3,660 m.

  3. EUR 11.0 bn for public finances

    Activity in the chain is associated with about EUR 11.0 bn of taxes and social contributions excluding VAT, EUR 8.1 bn of it on labour. The known indirect emission cost compensation for aluminium producers in Germany, Spain and France – about EUR 0.41 bn – is of the same order as the value added of primary smelting.

  4. 168 Mt of aluminium in use

    The dynamic model puts the aluminium stock at about 374 kg per person. End-of-life products released about 4,510 kt of aluminium in 2024, of which about 2,970 kt was recovered (66%); packaging accounts for 24% of the outflow.

  5. 19.7–59.7 Mt CO₂e potentially avoided

    With one-for-one replacement of primary aluminium at the footprint of the European consumption mix (10.1 t CO₂e/t), secondary aluminium produced in the EU potentially avoided about 41.3 Mt CO₂e, aluminium from domestic end-of-life scrap alone 22.1 Mt. European primary aluminium has a footprint of 6.6 t, imported metal 13.2 t.

  6. Metal and bauxite imported, scrap exported

    EU primary smelting covers 10% and all unwrought aluminium made in the EU 28% of the aluminium first used. Bauxite comes 72% from Guinea, unwrought aluminium mainly from Norway (23%). The EU exported 1,260 kt of aluminium scrap and imported 660 kt; 27% of exports went to India.

  7. More circularity needs more scrap

    In the high-circularity scenario (2035) secondary aluminium rises to 5,640 kt and direct value added to EUR 20.4 bn; the additional scrap feed exceeds the growth of domestic scrap by about 215 kt, and net imports of unwrought aluminium are about 5,200 kt.

01

From bauxite to castings – six links

The EU‑27 is treated as one economy: deliveries between Member States are domestic, and only trade with countries outside the EU is foreign trade. The AL‑EU model covers six segments – from bauxite and alumina to aluminium castings.

A0

Bauxite and alumina

Mine in Greece; refineries in IE, DE, ES, EL

EUR m GVA
263
jobs
2,519
A1

Scrap collection and trade

Aluminium share of waste and scrap trade and materials recovery

EUR m GVA
1,796
jobs
25,320
A2

Scrap refining

Casting alloys from mixed scrap, turnings and dross

EUR m GVA
447
jobs
5,275
A3

Primary smelting

Nine operating smelters with anode plants

EUR m GVA
432
jobs
6,447
A4

Rolling, extrusion, wire and foil

Semis; remelting of wrought-alloy scrap

EUR m GVA
10,732
jobs
103,150
A5

Aluminium castings

Castings for vehicles, machinery and equipment

EUR m GVA
4,845
jobs
77,097

Semis and castings

transport · construction · packaging · electrical

10,668 kt

of aluminium in semis and castings made in the EU, 2024

Economy

Value added, jobs and taxes

Environment

Avoided emissions and bauxite residue

Strategy

Metal and bauxite imports, scrap exports, CRMA benchmarks

Direct gross value added (at factor cost) and persons employed by segment, 2024. Smelter value added (A3) is the residual of a cost account: EUR 100–680 m at electricity prices of EUR 65–30/MWh; it reaches zero at about EUR 71/MWh.
02

EUR 31.9 bn of value added and 382,000 jobs

EU suppliers add EUR 13,360 m of value added and about 162,100 jobs, household spending a further EUR 8,650 m and about 113,300 jobs. The value-added multiplier is 1.72 (type I) and 2.19 (type II).

  • Direct
  • EU supply chain
  • Employee spending

Gross value added, EUR m

18,516+13,364+8,653

Jobs

219,808+162,055+113,350
SourceDirect, indirect (type I) and induced (type II) effects, extended chain A0–A5, 2024. Leontief input-output model on the EU‑27 block of the Eurostat FIGARO 2024 table; only purchases from outside the EU count as imports.

Gross contribution at fixed input-output coefficients, not net jobs. The value added of primary smelting depends on the electricity price assumed in the cost account (EUR 45/MWh central).

03

EUR 11.0 bn of taxes; smelter compensation of the same order as their value added

Activity in the chain is associated with about EUR 11,030 m of taxes and contributions excluding VAT: EUR 5,400 m in the segments, EUR 3,450 m at suppliers and EUR 2,180 m from household spending. Aluminium production is eligible for indirect emission cost compensation; only some Member States publish amounts by company.

Taxes and contributions by category, EUR m, 2024

Taxes and contributions on labour8,135model estimate
Corporate income tax1,601model estimate
Net taxes on production and products1,294model estimate

Value added per person employed, EUR thousand, 2024

Bauxite and alumina (A0)104
Scrap collection and trade (A1)71
Scrap refining (A2)85
Primary smelting (A3)67
Rolling, extrusion, wire and foil (A4)104
Aluminium castings (A5)63

SourceTaxes excluding VAT; model estimates – an attribution, not a fiscal balance. Neither free allocation of emission allowances (about EUR 190 m) nor indirect emission cost compensation is deducted.

37.09%implicit tax rate on labour in the EU‑27 in 2024, applied to personnel costs
EUR 239 mof indirect emission cost compensation received for cost year 2024 by the named aluminium companies in Germany, incl. TRIMET EUR 192 m
EUR 1,225 ma year would a EUR 50/MWh rise in the electricity price cost smelting, rolling, extrusion and foundries – 191% of value added for the smelters alone
04

4,508 kt of secondary aluminium – more from remelting than from refiners

Refiners turn mixed scrap, turnings and dross into casting alloys (2,000 kt). Rolling mills, extruders and foundries remelt sorted alloy scrap and scrap from their customers; statistics do not report it – AL‑EU derives 2,508 kt from a metal bridge.

kt, 2024

S₁Aluminium from refiners (casting alloys)2,000
S₂Aluminium from scrap remelting+2,508
SSecondary aluminium, total4,508

Domestic supply of aluminium in scrap – two methods, kt

  • End-of-life scrap (dynamic model) · 2,972
  • New (fabrication) scrap · 1,650
  • Residual estimate (feed and extra-EU trade) · 5,129
Bottom-up4,622
Residual5,129

SourceRemelting: aluminium in semis and castings (10,668 kt) less EU primary aluminium, refiner alloys and net imports of unwrought aluminium, plus other uses. The residual estimate differs from the bottom-up one by 507 kt (90% band −220 to 1,310 kt), not distinguishable from zero.

41%of the aluminium first used in the EU comes from secondary materials; aluminium from domestic end-of-life scrap alone 20–22%
−478 ktof aluminium in net extra-EU scrap imports in 2024 – the EU is a net exporter of scrap
110%coverage of scrap use by domestic supply on the residual basis; 99% bottom-up
05

168 Mt of aluminium in buildings, vehicles and products

The dynamic model of aluminium in use (1960–2035) links the industry to the stock from which end-of-life scrap flows. With the central inflow growth the stock reaches 216 Mt in 2035 and end-of-life scrap recovery about 3,870 kt.

Aluminium stock in use in the EU‑27, Mt

05010015020025019601980200020202035168216Stock
SourceAL‑EU dynamic model (M2b): end-use shares, lifetimes and collection rates from the JRC aluminium flow analysis for the EU‑28 (2013), packaging inflow calibrated to packaging waste statistics. 2025–2035 projected.

Stock in use by end use, Mt, 2024

Buildings and construction72.2
Transport50.7
Electrical engineering23.8
Consumer durables and other11.6
Industrial machinery8.8
Packaging1.1
Dissipative uses0.3
374 kgof aluminium in use per person – against 260 kg in the EU‑28 in 2013 (JRC) and 290 kg in Europe (European Aluminium)
4,511 ktof aluminium released by end-of-life products in 2024; packaging accounts for 24% of this outflow
66%end-of-life recycling rate – 2,972 kt of end-of-life scrap recovered
06

Secondary aluminium: 0.42 t CO₂e against 10.1 t for primary

A tonne of primary aluminium used in Europe – a mix of European and imported metal – carries about 10.1 t CO₂e. Secondary aluminium produced in the EU has a screening footprint of 0.35 t (remelting) and 0.50 t CO₂e (refining) per tonne – 0.42 t on average.

Carbon footprint of a tonne of aluminium, t CO₂e (cradle to gate)

Primary aluminium – global average (IAI)14.4
Imported primary ingot13.2
Primary used in Europe (mix)10.1
Primary produced in Europe6.6
Scrap refining in the EU (screening)0.50
Remelting by semis producers and foundries0.35

Emissions potentially avoided, 2024

41.3 Mt CO₂e

Emissions potentially avoided by variant, kt CO₂e

Central – European mix (10.1 t)41,279
Replacement ratio 0.832,647
Replacement ratio 0.5 (market response)19,700
Domestic end-of-life scrap only22,133
Displaced European primary (6.6 t)26,323
Displaced imported ingot (13.2 t)54,525
Displaced global average (14.4 t)59,652
SourceEuropean Aluminium (2025) for European, imported and consumption-mix primary aluminium; International Aluminium Institute (2024 data) for the global average; secondary-aluminium values are screening values. Only the aluminium content of secondary output is credited, not the virgin alloying elements. Variants are structural.

What secondary aluminium produced in the EU helps avoid

  1. About 10.1 Mt of bauxite residue and 110 kt of spent pot lining a year – mostly outside the EU.
  2. 23,695 kt CO₂e from remelting by semis producers and foundries and 17,584 kt from scrap refining.
  3. At the 2024 EU ETS price the potentially avoided emissions are worth EUR 2,670 m, at the EIB shadow cost of carbon EUR 8,570 m.

Verified emissions of 17 aluminium installations in the EU ETS – including alumina refineries and anode plants – were 4.86 Mt CO₂e in 2024. The result depends more on the counterfactual (19,700–59,652 kt) than on the screening values.

07

Importer of metal and bauxite, exporter of scrap and alumina

The EU imports unwrought aluminium from outside the EU – mainly from Norway, Iceland and the United Arab Emirates – and bauxite, 72% of it from Guinea, and exports alumina and scrap. Scrap imports come mainly from Switzerland, the United Kingdom and Norway; exports go to India, Thailand and Malaysia.

Balance of extra-EU aluminium trade by stage of processing, EUR m

-20,000-15,000-10,000-5,0000+5,000201520202025-15,387Unwroughtaluminium-659Bauxite+294Semis+1,077Aluminium scrap
  • Aluminium scrap
  • Semis
  • Unwrought aluminium
  • Bauxite
Bauxite: CN 2606; unwrought aluminium: CN 7601; semis: CN 7604–7608; scrap: CN 7602. EU‑27 trade with countries outside the EU, Eurostat Comext.
<10≥100 kt

SourceEU‑27 trade with countries outside the EU by partner, 2024: imports and exports of aluminium waste and scrap (CN 7602), gross weight. Eurostat Comext.

Largest extra-EU partners, 2024 · 657 kt

  • CH162.3
  • UK128.8
  • NO49.0
  • US43.7
  • IL27.5
  • CA24.5
  • AU22.4
  • MA22.1
28%of the aluminium first used is covered by unwrought aluminium made in the EU (primary and refined); primary smelting alone 10%
985HHI concentration of unwrought aluminium imports (2024) – Norway 23%; bauxite imports: Guinea 72% (HHI 5,449)
+600 ktnet extra-EU exports of aluminium scrap in 2024 (gross weight); 27% of exports went to India
−EUR 13,722 mtrade balance in unwrought aluminium (CN 7601) in 2024
08

Where aluminium is smelted in the EU‑27

The only operating bauxite mine is in Greece, alumina refineries are in Ireland, Germany, Spain and Greece, and smelters in France, Germany, Romania, Greece and Sweden. Five smelters produced no primary aluminium in 2024.

  • Bauxite mine
  • Alumina refineries
  • Alumina refinery with smelter
  • Primary aluminium smelters
  • Smelters without output in 2024
One bauxite mine, 4 alumina refineries, the Metlen plant (refinery and smelter), 7 primary aluminium smelters and 5 smelters without primary output in 2024. Select a point to see its description.

List of installations

  • Metlen; ImerysDistomo (EL) · Bauxite mineParnassos–Giona bauxite mining area
  • Aughinish AluminaAskeaton (IE) · Alumina refineriesalumina refinery
  • Alúmina Española (Alcoa)San Ciprián (ES) · Alumina refineriesalumina refinery
  • Aluminium Oxid StadeStade (DE) · Alumina refineriesalumina refinery
  • AlteoGardanne (FR) · Alumina refineriesspecialty aluminas
  • Metlen (Aluminium of Greece)Agios Nikolaos (EL) · Alumina refinery with smelteralumina refinery and smelter
  • Aluminium DunkerqueLoon-Plage (FR) · Primary aluminium smelterssmelter
  • Trimet Saint-Jean-de-MaurienneSaint-Jean-de-Maurienne (FR) · Primary aluminium smelterssmelter
  • Trimet HamburgHamburg (DE) · Primary aluminium smelterssmelter
  • Trimet EssenEssen (DE) · Primary aluminium smelterssmelter
  • Trimet VoerdeVoerde (DE) · Primary aluminium smelterssmelter
  • AlroSlatina (RO) · Primary aluminium smelterssmelter
  • KubalSundsvall (SE) · Primary aluminium smelterssmelter
  • Alcoa San CipriánSan Ciprián (ES) · Smelters without output in 2024smelter, restart 2024–2026
  • SlovalcoŽiar nad Hronom (SK) · Smelters without output in 2024smelter, restart on 31.08.2026
  • TalumKidričevo (SI) · Smelters without output in 2024smelter, primary production stopped in 2023
  • AldelDelfzijl (NL) · Smelters without output in 2024smelter, primary production halted in 2021
  • Speira RheinwerkNeuss (DE) · Smelters without output in 2024smelter, primary production ended in 2023
09

Milestones 2024–2027

The EU aluminium value chain is shaped by raw-materials policy, policy on scrap and trade, the emissions trading system with CBAM and indirect cost compensation, electricity prices and measures taken by trading partners.

  1. Critical Raw Materials Act

    Bauxite, alumina and aluminium a strategic and critical raw material (Regulation (EU) 2024/1252).

  2. Restriction of imports from Russia

    Council Regulation (EU) 2025/395: quota on unwrought aluminium, full ban from 2027.

  3. US Section 232 tariff

    25% from 12 March 2025, 50% from 4 June 2025; from August also over 400 derivative product codes.

  4. Steel and Metals Action Plan

    COM(2025) 125: EU output covers 46% of demand; measures on scrap availability announced.

  5. First list of strategic projects

    BAUX-EU, GALLANT and LEADER in Greece.

  6. CISAF state-aid framework

    Temporary electricity price relief for energy-intensive users until 2030.

  7. Customs surveillance of scrap

    Monitoring of imports and exports of ferrous, aluminium and copper scrap.

  8. CBAM definitive period

    Aluminium (chapter 76) covered; default values for CN 7601 from 1.870 to 3.198 t CO₂e/t.

  9. New EU ETS benchmarks

    Primary aluminium: 1.423 t CO₂e/t for 2026–2030 (Implementing Regulation (EU) 2026/1412).

  10. Aluminium scrap measure

    Draft 15% export duty reportedly put on hold; no measure adopted by 10 November 2026.

  11. Second list of strategic projects

    Slovalco, Arctial and the ElvalHalcor recycling centre.

  12. Sale of CBAM certificates

    First surrender of certificates on 30 September 2027.

Legal status as at 10 November 2026. From May 2027 exports of non-hazardous waste to non-OECD countries will be allowed only to countries on the Commission list (Regulation (EU) 2024/1157). The EU applies anti-dumping duties on extruded, flat-rolled and foil products from China.
10

More circularity needs more scrap

Three “what if” calculations at 2024 prices, with labour productivity rising 1.0% a year. End-of-life scrap recovery comes from the dynamic model, unwrought aluminium use from the bridge from semis and castings.

Base 2024Observed
S1 Moderate growth 2030Scrap refining and remelting +10%, collection +8%, semis +5%
S2 High circularity 2035Refining and remelting +25%, collection +18%, primary smelting +10%, lower footprints
S3 Stress 2030Lower activity across the chain; primary smelting −25%

Value added with supply chain · EUR m

31,880 
33,329+1,449
35,000+3,120
28,917−2,964

Jobs with supply chain · persons

381,863 
375,923−5,940
375,454−6,409
326,424−55,440

Secondary aluminium · kt

4,508 
4,959+451
5,635+1,127
4,057−451
SourceConditional projections, not forecasts. In S2 the additional scrap feed exceeds the growth of domestic scrap by about 215 kt – less than the net extra-EU exports of aluminium in scrap in 2024 (478 kt). Employment is adjusted for labour productivity growth.
11

Method in brief

AL‑EU applies the integrated IGMNiR model, developed for non-ferrous metals in Poland and for copper in the EU‑27, to aluminium in the EU‑27 treated as one economy. The national report on aluminium in Poland and AL‑EU are alternative perspectives that do not add up.

M1

Scope and allocation

Six segments A0–A5 from EU‑27 structural business statistics (SBS) with aluminium shares; NACE 24.42 split by employment keys into alumina, refiners, smelters and semis.

M2

Aluminium mass balance

Primary output by smelter, bridge from semis and castings to scrap remelting; domestic scrap supply residually and bottom-up.

M2b

Aluminium in use

Inflow-driven stock model 1960–2035, seven end uses, normally distributed lifetimes.

M3

Economy and taxes

Leontief input-output model, type I and II, on the EU‑27 block of FIGARO 2024; smelters and refiners valued physically from a cost account.

M4

Environment

Screening footprints of remelting and refining against primary aluminium; bauxite residue, spent pot lining; EU ETS emissions.

M5–M6

Strategy and uncertainty

Coverage indicators against the CRMA, HHI, stress tests; Monte Carlo with 10,000 draws and a Gaussian copula, variants and scenarios.

Limitations

  • Results are gross contributions at fixed coefficients, not net policy effects; taxes are an attribution, not a fiscal balance.
  • The secondary share (41%) was set by scaling PRODCOM semis volumes to the 38–40% reported by European Aluminium; the split between refiners and remelting comes from the model.
  • Smelter value added is the residual of a cost account and depends on the electricity price; the employment keys of refiners and smelters were not checked against company data.
  • Environmental values are screening values, not ISO 14044 life-cycle assessments; treating the EU as one economy nets out trade between Member States.

The report was prepared with the support of artificial-intelligence tools for data processing, modelling and drafting.

12

Download and cite

The full report covers the policy context, the aluminium balance, the dynamic model, all parameters with ranges and sources, control tests, the list of installations and the bibliography.

IGMNiR (2026), Aluminium in the EU-27 economy: value, circularity and security of supply. An integrated assessment of the aluminium industry in the European Union (AL-EU model), Economic Chamber of Non-Ferrous Metals and Recycling, November 2026.

Model run ID: ALEU-1.1-7e3c2686c5

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