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Middle East conflict reaches Indian supermarket through Diet Coke, squeezing aluminium can supply
25 Jul 20262MINS
End User
The effects of the ongoing Middle Eastern conflict are now being felt beyond global shipping lanes, reaching supermarket shelves in India through a higher-priced Diet Coke. Supply disruptions affecting aluminium cans have prompted Coca-Cola to change its packaging strategy, illustrating how geopolitical tensions can quickly ripple through consumer goods supply chains. According to a Reuters report, commercial shipping through the Strait of Hormuz, a vital route for aluminium cans and related ...
The aluminium processing operating rate fell 0.2 percentage points to 61.1 per cent this week, the off-season effect deepened and continued
25 Jul 20267MINS
Downstream
This week, the operating rate of leading Chinese aluminium downstream processors fell to 61.1 per cent, down 0.2 percentage points W-o-W. The off-season effect deepened, putting broad-based pressure on various sectors. Aluminium plate/sheet and strip, aluminium wire and cable, and aluminium foil kept operating rates stable, providing bottom support, while primary aluminium alloy led the decline, and aluminium extrusion and secondary aluminium moved lower this week. The operating rate of prima ...

25 Jul 20262MINS
Primary AL
Macro Front The US-Iran conflict continues to escalate, maintaining disruptions to shipping in the Strait of Hormuz. Regional geopolitical risk premiums persist and supply uncertainties linger. The US CPI monthly rate turned negative for the first time in six years, dampening market expectations of an imminent US Fed rate hike and easing marginal constraints on the nonferrous metals sector. Fundamentals In markets outside China, production resumptions and new capacity for aluminium outside ...
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