Beroe Warns Beverage Makers to Brace for 2026 Aluminium Volatility as Tariffs and War Disrupt Supply
Updated
Updated · BeverageDaily.com · Aug 17
Beroe Warns Beverage Makers to Brace for 2026 Aluminium Volatility as Tariffs and War Disrupt Supply
3 articles · Updated · BeverageDaily.com · Aug 17
Summary
Beroe told beverage manufacturers to lock in core aluminium volumes but keep contracts flexible, warning the market should be treated as neither a short-lived crisis nor a permanent shortage through 2026.
Tariffs and the Iran war's hit to exports have strained supply, pushing buyers to assess total landed cost—including LME prices, regional premiums, freight, carbon costs and conversion charges—rather than headline metal prices alone.
The firm urged companies to spread sourcing across can makers, rolling mills and regions, use hedging only selectively, and build modest safety stocks for critical SKUs instead of broad inventory accumulation.
New capacity is ramping up in North America, with more beverage-can capacity planned in China, Southeast Asia and Australia, while Gulf plants and some European and U.S. smelters are gradually restarting.
Beroe said recycling and domestic rolling can improve resilience but cannot replace imported primary aluminium soon, leaving drinks companies to manage both physical supply risk and commercial exposure for now.