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Top Stories

Kaiser Aluminum

Kaiser Aluminum sees institutional changes as investors adjust holdings
Downstream
Investment firm Intech Investment Management reduced its stake in Kaiser Aluminum during the fourth quarter, selling a large portion of its holdings in the company. The move came as a number of other institutional investors also adjusted their positions in the aluminium producer. Large shareholders, including Vanguard Group, State Street, Dimensional Fund Advisors, American Century Companies and Wellington Management, continued to hold significant stakes in the company. Kaiser Aluminum’s sha ...
From record profits and EV demand shifts to giga-casting: Key developments in aluminium's downstream markets
Downstream
The downstream and end-user segments of the aluminium industry delivered a diverse mix of developments, ranging from corporate earnings and infrastructure-led demand growth to changing electric vehicle sales patterns and new manufacturing technologies. Aluminium processors benefited from stronger prices in several regions, automakers continued increasing the metal's role in vehicle design, and innovations in casting and packaging highlighted how aluminium applications are evolving beyond trad ...

Primary AL
A supply shock in West Asia is reshaping the global aluminium market. Disruptions to smelters, shipping routes and regional energy supplies have tightened aluminium availability and pushed London Metal Exchange prices to a four-year high, bringing the market closer to the USD 4,000-per-tonne threshold. The disruption comes at a time when the global aluminium market has averaged a supply deficit of less than 0.5 million tonnes over the past five years. Also, the 45 million tonne cap on China's ...
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