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Top Stories

Airbus

AL Circle Analysis: The new downstream aluminium investment map – where investors should watch
Downstream
The aluminium industry's growth story is increasingly being shaped by value-added manufacturing rather than production volumes. Robust earnings, expansion projects and business diversification continued to strengthen confidence in downstream aluminium, with several producers raising their outlooks despite macroeconomic and geopolitical headwinds. At the same time, global trade trends favoured economies with stronger downstream capabilities, while weaker exports in some regions and governance c ...
Strikes on Gulf aluminium facilities disrupt supply chains, lowering Airbus’ price target
End User
Bank of America lowered its price target for Airbus from EUR 259 (USD 300.62) to EUR 255 (USD 295.98), while maintaining a ‘Buy’ rating, citing rising aluminium supply costs. The price revision follows supply disruptions linked to strikes by Iran, which damaged aluminium plants in the United Arab Emirates and Bahrain. The Emirates Global Aluminium plant in Al Taweelah, Abu Dhabi, and the Aluminium Bahrain facility were affected, with Alba stopping some deliveries after the attack. For the g ...

End User
December 1 witnessed the Airbus AIR market shares dropping 6 per cent due to a quality-control problem in the aluminium fuselage panels on a large number of A320 jets. This resulted in the uncertain conditions currently faced by the affected fleet until the issue is resolved.  Image for referential purpose only (source: https://www.aircharterservice.com/) Explore- Most accurate data to drive business decisions with 50+ reports across the value chain The European Airbus A320 is the most com ...
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