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JPMorgan Chase and Co. says aluminium smelters may face a longer recovery period than petroleum coke supply
12 May 20262MINS
Aluminium production outside the Gulf region could also be affected if petroleum coke shortages worsen because the Strait of Hormuz remains closed.  A report by JPMorgan Chase & Co. said petroleum coke, a key raw material used in aluminium production, may become a major problem for aluminium prod ...
What happens to aluminium when supply, energy and carbon collide: A market simultaneously facing scarcity, costs and power risks
12 May 20269MINS
The global primary aluminium industry has entered 2026 with a very different market condition from the one that defined the past decade. What was once a story of supply abundance, Chinese expansion and cyclical price swings is now turning into one of scarcity, geopolitical fragmentation and carbon ...

11 May 20262MINS
The May 8 session on the London Metal Exchange (LME) aluminium prices witnessed a modest recovery from the declining trend experienced in the previous two sessions. The cash price and near-term contracts recorded improved figures, while the bearish momentum of the longer-dated contracts and the de ...
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