The London Metal Exchange (LME) aluminium price graph contracted on September 10 across cash and contracts, with longer-dated contracts reporting nearly 1 per cent decline. The aluminium opening stocks, however, remained stable. The LME aluminium cash bid price shifted from USD 3,351.5 per tonne on...
Our current approach can win economic skirmishes, but not the geopolitical conflict. – Part 2 Impact #5 of ad hoc industrial policy: Failing to use all required tools Industrial policy is often caricatured as just tariffs and subsidies. Mis-framed debates that evaluate the merits of tariffs in...
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The week opened with global markets on a weak footing, as escalating geopolitical tensions in the Middle East affected investor sentiment, pushing commodity prices, including aluminium, even higher. By midday in Sydney, the S&P/ASX 200 dipped around 1.35 per cent, tracking losses seen across major...
Futures: During the night session on March 27, the SHFE aluminium 2605 contract opened at RMB 23,815 per tonne, hit an intraday high of RMB 24,120 per tonne and a low of RMB 23,815 per tonne, and finally closed at RMB 24,085 per tonne, up RMB 150 per tonne from the previous close, or 0.63....
On Friday, March 27, the London Metal Exchange (LME) aluminium price declined, but the December 27 contracts, after easing, adapted the rising trend. The LME inventory also widened from the previous close. However, considering the price update on March 30, the LME aluminium price rose significantly...
中文翻译附于新闻末尾，敬请继续阅读。 The aluminium industry in West Asia has entered into a new volatile phase, with the direct attack on two major aluminium facilities in the United Arab Emirates and Bahrain as a result of the escalating US-Israel-Iran conflict. Reports confirm that Al Taweelah smelter of Emirates...
Macro perspective: Macro news was mixed between bullish and bearish factors during the week. China side, on March 25, the central bank conducted a RMB 500 billion MLF operation with a one-year term, ensuring ample liquidity in China; the National Energy Administration released national power...
The Japan Aluminium Association is looking into the possible impact of recent United States tariffs on Japan’s aluminium market. On March 12, 2026, the United States, under President Donald Trump, imposed a 25 per cent tariff on aluminium products under Section 232 of the Trade Expansion Act. For...
According to SMM statistics, as of March 26, aluminium billet inventory in China’s major consumption hubs totalled 341,500 tonnes, down 28,000 tonnes from last Thursday, with the destocking trend steadily accelerating. On warehouse withdrawals, aluminium billet warehouse withdrawals totalled 69,800...
On Thursday, March 26, residents at Angul, Odisha, reportedly voiced their grievances at the hearing of NALCO’s (National Aluminium Company Limited) brownfield expansion project over land acquisition. They clearly stated that they would not transfer their land under the company’s existing policy....
The Volta Aluminium Company Limited (VALCO) is currently reaching out to prospective investors, said Kofi Arko Nokoe, Board Member of VALCO and Member of Parliament for Evalue-Ajomoro-Gwira Constituency . The plan is part of a larger strategy, supporting Ghana to decrease bauxite exports and...
Shares of Tianshan Aluminum Group Co. Ltd fell 7.48 per cent to an intraday low of RMB 16.01 (USD 2.21), compared to the Shanghai Composite’s 1.39 per cent drop. The stock has lost 13.32 per cent over the past week and is down 5.32 per cent on a monthly basis, reflecting near-term pressure....
The global aluminium value chain is going through some significant changes. With shifting trade patterns, increasing geopolitical tensions, innovations driven by sustainability and rising cost pressures, the market fundamentals are being redefined. The industry is facing a tricky mix of...
This week, the weekly operating rate of leading downstream aluminium processing enterprises in China rebounded 1.1 percentage points MoM to 64 per cent. Operating rates across segments showed differentiated recovery, and consumption gradually returned to the peak-season pace, but the overall level...
The European aluminium premium, the extra cost buyers pay above London Metal Exchange prices to obtain physical metal, has risen in early 2026, indicating higher costs and tighter supply in the region. It was at USD 335 per tonne on January 2, 2026 and stayed within USD 340 per tonne to USD 360.63...
Futures: In the night session on March 26, the most-traded SHFE aluminium 2605 contract opened at RMB 23,970 per tonne, hit an intraday high of RMB 23,995 per tonne and a low of RMB 23,850 per tonne, and finally closed at RMB 23,870 per tonne, up 0.61 per cent. Open interest in the night session...
Saudi Finance Minister, Mohammed Al-Jadaan, has cautioned that recent global supply chain disruptions are now exceeding the impact seen after the COVID-19 pandemic. He noted that ongoing geopolitical tensions could have wider economic consequences if they continue for an extended period of time. He...
The producer of high-quality metallurgical-grade alumina, Nanshan Aluminium International Holdings Limited, announced its formally adopted terms of reference. The board-level committee responsible for overseeing the nomination of directors and senior management will be the Nomination Committee. In...
The London Metal Exchange (LME) aluminium prices soared on March 26 compared to the previous close. Both cash and futures contracts reported gains by wide margins, while exchange inventories continued to falter. To know more about the global primary aluminium industry 2026 outlook, book the report...
The Middle East tension is affecting small and medium enterprises (SMEs) in South Korea that depend on the region for aluminium and naptha. A report says these firms need support to manage raw material supply and exports. SMEs do not import much overall from the Middle East, but they depend on it...
