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Between cycles and transition: Norsk Hydro tests investors' patience
03 Jan 20268MINS
Primary AL
The share price of Norsk Hydro ASA has settled into a narrow trading range, reflecting the sheer tension in the market over the short-term volatility in the aluminium market and the company’s efforts in the energy transition. However, after a few consecutive sessions of subdued trade, the stock ...
Macro policies remain positive, aluminium prices hit new highs during the week, fundamental negative feedback suppresses post-holiday upside momentum
03 Jan 20264MINS
Primary AL
From a macro perspective, domestic policies remained proactive. The domestic fiscal work conference held in Beijing clarified that a more proactive fiscal policy will continue in 2026, aiming to expand expenditure, boost domestic demand and consumption, with a focus on areas such as new quality pr ...

02 Jan 20265MINS
Downstream
Kaiser Aluminum Corporation’s recent rally above the USD 118.11 threshold has prompted analysts to reassess the stock’s near-term upside, as recent gains raise valuation concerns. While optimism around the US aluminium producer has strengthened over recent months, analyst actions suggest that much ...
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