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Middle East Conflict

Short-term geopolitical premiums trends to converge; Domestic-overseas divergence pattern to continue in the near term
30 May 20262MINS
Macro perspective: Glimmers of a Middle East ceasefire coexist with setbacks, while expectations for US Fed interest rate hikes heat up Outside China, the US-Iran framework agreement is reportedly 95 per cent finalised, with both sides reaching preliminary consensus on a 60-day temporary ceasefir ...
With around 30% of aluminium imports linked to the Gulf, Japan carmakers face rising cost squeeze
28 May 20266MINS
Japan’s automobile industry is facing growing concerns as disruptions in Middle Eastern aluminium supplies continue to push prices higher, increasing procurement costs and raising fears of specialised alloy shortages through 2027. The country is considered one of the most exposed to the disruption ...

28 May 20262MINS
On a per-day basis, output averaged 197,400 tonnes last month, marking a 2.1 per cent decline from a year earlier and a 2.2 per cent drop from the daily average in March, My steel Global calculated based on the IAl data. China remained the world's largest producer last month. Its primary aluminiu ...
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